CAPITAL INSIGHT PARTNERS, LLC
•CIK: 1664385•Filing: Q4 2025
**CAPITAL INSIGHT PARTNERS, LLC** manages $473M across a diversified portfolio of 134 positions. The strategy exhibits significant allocation to core fixed income and broad market exposure, notably holding IVV ($23.7M) and AGG ($23.4M). Key technology and sector bets include substantial positions in NVDA ($16.4M) and XLK ($15.5M). This structure suggests a mandate balancing stable income generation with targeted growth exposure.
Total AUM
$472.5M
QoQ Performance
-21.8%
Positions
88
Top 10 Concentration
35.2%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVV5.0%
AGG5.0%
VMBS3.5%
NVDA3.5%
IXUS3.4%
XLK3.3%
BIV3.1%
MUB3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.0%
Technology14.9%
ETF5.7%
Consumer4.8%
Financial4.3%
Healthcare0.8%
Industrial0.7%
Communication0.6%
🚪 Exited Positionssold since Q3 2025
—
NEOS ETF TRUST
SOLD
$30.2M
+31 more exited positions
Changes from Q3 2025
NEW7 new positions
↑20 increased
↓97 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023