Capital-Insight-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TREX",
  "GFL.TO",
  "OSK",
  null,
  "ABT",
  "GOOGL",
  "VDE",
  "SCHH",
  "ASML",
  "ENR",
  "CAT",
  "AVGO",
  "CP.TO",
  "EQH",
  "EOG",
  "LOGI",
  "FCX",
  "HON",
  "HD",
  "MCD",
  "ISRG",
  "LEN",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  "MA",
  "MSFT",
  "NVS",
  "ODFL",
  "ORLY",
  "ORCL",
  null,
  null,
  "IWF",
  "PANW",
  null,
  "PGR",
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
  "RELX",
  null,
  null,
  null,
  "NOW",
  "GLD",
  null,
  null,
  "AMT",
  "RSG",
  "SYK",
  "SMFG",
  "TM",
  "TJX",
  "UL",
  "BIV",
  "VNQ",
  "VO",
  null,
  null,
  "TSCO",
  "XLB",
  null,
  null,
  null,
  null,
  null,
  null,
  "EW",
  "GPK",
  "LOPE",
  "ACGL",
  "TOL",
  "AFL",
  "CPAY",
  "DRI",
  "VVV",
  "F",
  "AEP",
  null,
  null,
  "FDS",
  "NVO",
  "AMZN",
  "SCHB",
  null,
  null,
  "HCA",
  null,
  null,
  "COLD",
  "HII",
  "VGT",
  null,
  "VXUS",
  "VTEB",
  "BND",
  "BSV",
  "VOO",
  "V",
  null,
  null,
  null,
  "GNTX",
  "FCN",
  "CHKP",
  "SCHG",
  null,
  "SCHA",
  "NDSN",
  "TRMB",
  "TS",
  "MANH",
  "IXUS",
  "NTAP",
  "EG",
  "BAC",
  "BRK-B",
  "BMRN",
  "OWL",
  "BG",
  "CASY",
  "CHE",
  "KO",
  "CCOI",
  "CTSH",
  "COP",
  "COST",
  "CWK",
  "DHR",
  "DDOG",
  "DE",
  "DPZ",
  "USMV",
  "IWM",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "MO",
  "XLK",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 158
Total Value: 573147854
Accession Number: 0001104659-25-042326
Form Type: 13F-HR
CIK: capital-insight-partners
Manager Name: Capital-Insight-Partners

Data Enrichment

78% identified

123 identified35 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

158 positions • $573.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:40.7K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$573.1M)

MANHATTAN ASSOCIATES INC

MANH|562750109

Shares:16.4K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$573.1M)

808524607

SCHA|808524607

Shares:113.7K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$573.1M)

78464A698

Shares:46.1K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$573.1M)

UNILEVER PLC

UL|904767704

Shares:43.5K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$573.1M)

921909768

VXUS|921909768

Shares:40.8K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$573.1M)

TREX CO INC

TREX|89531P105

Shares:42.8K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$573.1M)

TOYOTA MOTOR CORP/

TM|892331307

Shares:13.4K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$573.1M)

Palo Alto Networks Inc

PANW|697435105

Shares:13.3K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$573.1M)

FTI CONSULTING, INC

FCN|302941109

Shares:13.7K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$573.1M)

464287556

Shares:16.2K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$573.1M)

GFL Environmental Inc.

GFL.TO|36168Q104

Shares:41.2K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$573.1M)

VISA INC.

V|92826C839

Shares:5.3K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$573.1M)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:33.4K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$573.1M)

921937835

BND|921937835

Shares:23.3K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$573.1M)

81369Y704

Shares:12.4K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$573.1M)

464288646

Shares:30.6K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$573.1M)

GENTEX CORP

GNTX|371901109

Shares:66.2K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$573.1M)

Toll Brothers, Inc.

TOL|889478103

Shares:14.4K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$573.1M)

464289859

Shares:19.3K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$573.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	40.7K	QoQ +0.35% (-143) YoY +12.55% (-4.5K)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$573.1M)	QoQ -2.64% (-$77.6K) YoY -10.37% (-$330.7K)
MANHATTAN ASSOCIATES INC(MANHcusip562750109)	16.4K	QoQ +9.11% (-1.4K) YoY +9.20% (-1.4K)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$573.1M)	QoQ -30.12% (-$1.2M) YoY -24.48% (-$917.7K)
(SCHAcusip808524607)	113.7K	QoQ -15.23% (-20.4K) YoY +67.15% (-45.7K)	All Managers (Combined)	$2.7M	0.5% ($2.7M/$573.1M)	QoQ -23.20% (-$804.6K) YoY -20.46% (-$685.1K)
(cusip78464A698)✕	46.1K	QoQ NEW(+46.1K) YoY NEW(+46.1K)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$573.1M)	QoQ NEW(+$2.6M) YoY NEW(+$2.6M)
UNILEVER PLC(ULcusip904767704)	43.5K	QoQ -2.24% (-1.0K) YoY +1.13% (+487)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$573.1M)	QoQ +2.66% (-$67.3K) YoY +19.99% (+$431.7K)
(VXUScusip921909768)	40.8K	QoQ -9.95% (-4.5K) YoY -21.81% (-11.4K)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$573.1M)	QoQ -5.11% (-$136.6K) YoY -19.48% (-$613.5K)
TREX CO INC(TREXcusip89531P105)	42.8K	QoQ +0.14% (-62) YoY +9.58% (-3.7K)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$573.1M)	QoQ -15.71% (-$463.9K) YoY -36.16% (-$1.4M)
TOYOTA MOTOR CORP/(TMcusip892331307)	13.4K	QoQ +0.79% (-106) YoY +12.79% (-1.5K)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$573.1M)	QoQ -8.56% (-$221.5K) YoY -20.88% (-$624.1K)
Palo Alto Networks Inc(PANWcusip697435105)	13.3K	QoQ +3.59% (-463) YoY +133.86% (+7.6K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$573.1M)	QoQ -2.84% (-$66.7K) YoY +40.45% (+$655.4K)
FTI CONSULTING, INC(FCNcusip302941109)	13.7K	QoQ +1.80% (-243) YoY +10.89% (-1.3K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$573.1M)	QoQ -12.60% (-$324.7K) YoY -13.47% (-$350.5K)
(cusip464287556)✕	16.2K	QoQ +2.28% (-362) YoY +25.55% (+3.3K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$573.1M)	QoQ -1.05% (-$22.1K) YoY +17.02% (+$302.0K)
GFL Environmental Inc.(GFL.TOcusip36168Q104)	41.2K	QoQ +3.60% (+1.4K) YoY +18.24% (+6.4K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$573.1M)	QoQ +12.37% (+$219.1K) YoY +65.57% (+$788.0K)
VISA INC.(Vcusip92826C839)	5.3K	QoQ -1.73% (-94) YoY -6.05% (-343)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$573.1M)	QoQ +8.96% (-$153.5K) YoY +17.97% (-$284.2K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	33.4K	QoQ -62.79% (-56.3K) YoY +895.91% (+30.0K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$573.1M)	QoQ -61.36% (-$2.9M) YoY +109.66% (+$961.8K)
(BNDcusip921937835)	23.3K	QoQ +2.76% (+628) YoY -8.05% (-2.0K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$573.1M)	QoQ +4.96% (+$81.1K) YoY -7.01% (-$129.3K)
(cusip81369Y704)✕	12.4K	QoQ +10.33% (+1.2K) YoY +117.29% (+6.7K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$573.1M)	QoQ +9.75% (+$143.9K) YoY +126.10% (+$903.0K)
(cusip464288646)✕	30.6K	QoQ +0.63% (+193) YoY -11.25% (-3.9K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$573.1M)	QoQ +1.93% (+$30.5K) YoY -9.36% (-$165.3K)
GENTEX CORP(GNTXcusip371901109)	66.2K	QoQ -34.38% (-34.7K) YoY -25.45% (-22.6K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$573.1M)	QoQ -46.78% (-$1.4M) YoY -51.90% (-$1.7M)
Toll Brothers, Inc.(TOLcusip889478103)	14.4K	QoQ -10.07% (-1.6K) YoY +2.69% (-377)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$573.1M)	QoQ -24.61% (-$495.5K) YoY -16.18% (-$293.0K)
(cusip464289859)✕	19.3K	QoQ -2.40% (-475) YoY -0.61% (-120)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$573.1M)	QoQ -2.54% (-$38.5K) YoY +3.49% (-$49.7K)