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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AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:8.0K

Value:$876.8K

% of Portfolio:0.2% ($876.8K/$573.1M)

DEERE & CO

DE|244199105

Shares:1.8K

Value:$845.3K

% of Portfolio:0.1% ($845.3K/$573.1M)

DOMINOS PIZZA INC

DPZ|25754A201

Shares:1.8K

Value:$841.3K

% of Portfolio:0.1% ($841.3K/$573.1M)

ELI LILLY & Co

LLY|532457108

Shares:1.0K

Value:$840.8K

% of Portfolio:0.1% ($840.8K/$573.1M)

STRYKER CORP

SYK|863667101

Shares:2.2K

Value:$836.4K

% of Portfolio:0.1% ($836.4K/$573.1M)

Parker-Hannifin Corp

PH|701094104

Shares:1.4K

Value:$826.1K

% of Portfolio:0.1% ($826.1K/$573.1M)

LENNAR CORP /NEW/

LEN|526057104

Shares:7.1K

Value:$813.9K

% of Portfolio:0.1% ($813.9K/$573.1M)

BLUE OWL CAPITAL INC.

OWL|09581B103

Shares:40.6K

Value:$813.1K

% of Portfolio:0.1% ($813.1K/$573.1M)

808524888

Shares:22.6K

Value:$811.7K

% of Portfolio:0.1% ($811.7K/$573.1M)

464288356

Shares:14.3K

Value:$803.2K

% of Portfolio:0.1% ($803.2K/$573.1M)

808524847

SCHH|808524847

Shares:37.2K

Value:$800.4K

% of Portfolio:0.1% ($800.4K/$573.1M)

EVEREST GROUP, LTD.

EG|G3223R108

Shares:2.2K

Value:$792.4K

% of Portfolio:0.1% ($792.4K/$573.1M)

SUMITOMO MITSUI FINANCIAL GROUP, INC.

SMFG|86562M209

Shares:51.1K

Value:$790.4K

% of Portfolio:0.1% ($790.4K/$573.1M)

DANAHER CORP /DE/

DHR|235851102

Shares:3.7K

Value:$758.1K

% of Portfolio:0.1% ($758.1K/$573.1M)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

Shares:9.9K

Value:$755.0K

% of Portfolio:0.1% ($755.0K/$573.1M)

NetApp, Inc.

NTAP|64110D104

Shares:8.6K

Value:$754.0K

% of Portfolio:0.1% ($754.0K/$573.1M)

Alphabet Inc.

GOOG|02079K107

Shares:4.7K

Value:$736.0K

% of Portfolio:0.1% ($736.0K/$573.1M)

Bunge Global SA

BG|H11356104

Shares:9.5K

Value:$727.4K

% of Portfolio:0.1% ($727.4K/$573.1M)

46429B697

USMV|46429B697

Shares:7.2K

Value:$676.7K

% of Portfolio:0.1% ($676.7K/$573.1M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:3.1K

Value:$670.4K

% of Portfolio:0.1% ($670.4K/$573.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	8.0K	QoQ +3.60% (+279) YoY NEW(+8.0K)	All Managers (Combined)	$876.8K	0.2% ($876.8K/$573.1M)	QoQ +22.74% (+$162.5K) YoY NEW(+$876.8K)
DEERE & CO(DEcusip244199105)	1.8K	QoQ +3.62% (+63) YoY NEW(+1.8K)	All Managers (Combined)	$845.3K	0.1% ($845.3K/$573.1M)	QoQ +14.78% (+$108.9K) YoY NEW(+$845.3K)
DOMINOS PIZZA INC(DPZcusip25754A201)	1.8K	QoQ +3.56% (+63) YoY +55.82% (+656)	All Managers (Combined)	$841.3K	0.1% ($841.3K/$573.1M)	QoQ +13.35% (+$99.1K) YoY +44.09% (+$257.4K)
ELI LILLY & Co(LLYcusip532457108)	1.0K	QoQ -28.51% (-406) YoY -35.93% (-571)	All Managers (Combined)	$840.8K	0.1% ($840.8K/$573.1M)	QoQ -23.51% (-$258.6K) YoY -31.98% (-$395.4K)
STRYKER CORP(SYKcusip863667101)	2.2K	QoQ +7.97% (+166) YoY +31.48% (+538)	All Managers (Combined)	$836.4K	0.1% ($836.4K/$573.1M)	QoQ +11.63% (+$87.2K) YoY +36.76% (+$224.8K)
Parker-Hannifin Corp(PHcusip701094104)	1.4K	QoQ +3.42% (-45) YoY +25.83% (+279)	All Managers (Combined)	$826.1K	0.1% ($826.1K/$573.1M)	QoQ -1.15% (-$9.7K) YoY +37.61% (+$225.8K)
LENNAR CORP /NEW/(LENcusip526057104)	7.1K	QoQ +4.89% (-331) YoY +19.78% (-1.2K)	All Managers (Combined)	$813.9K	0.1% ($813.9K/$573.1M)	QoQ -11.71% (-$108.0K) YoY -20.05% (-$204.2K)
BLUE OWL CAPITAL INC.(OWLcusip09581B103)	40.6K	QoQ +3.75% (-1.5K) YoY +27.50% (+8.8K)	All Managers (Combined)	$813.1K	0.1% ($813.1K/$573.1M)	QoQ -10.61% (-$96.5K) YoY +35.48% (+$212.9K)
(cusip808524888)✕	22.6K	QoQ -89.49% (-192.8K) YoY -90.69% (-220.4K)	All Managers (Combined)	$811.7K	0.1% ($811.7K/$573.1M)	QoQ -89.02% (-$6.6M) YoY -90.66% (-$7.9M)
(cusip464288356)✕	14.3K	QoQ +12.37% (+1.6K) YoY NEW(+14.3K)	All Managers (Combined)	$803.2K	0.1% ($803.2K/$573.1M)	QoQ +10.40% (+$75.7K) YoY NEW(+$803.2K)
(SCHHcusip808524847)	37.2K	QoQ -14.99% (-6.6K) YoY -24.11% (-11.8K)	All Managers (Combined)	$800.4K	0.1% ($800.4K/$573.1M)	QoQ -13.18% (-$121.5K) YoY -19.58% (-$195.0K)
EVEREST GROUP, LTD.(EGcusipG3223R108)	2.2K	QoQ +5.71% (+118) YoY +20.43% (+370)	All Managers (Combined)	$792.4K	0.1% ($792.4K/$573.1M)	QoQ +5.97% (+$44.7K) YoY +10.07% (+$72.6K)
SUMITOMO MITSUI FINANCIAL GROUP, INC.(SMFGcusip86562M209)	51.1K	QoQ +4.00% (+2.0K) YoY NEW(+51.1K)	All Managers (Combined)	$790.4K	0.1% ($790.4K/$573.1M)	QoQ +10.97% (+$78.2K) YoY NEW(+$790.4K)
DANAHER CORP /DE/(DHRcusip235851102)	3.7K	QoQ +6.20% (-216) YoY +24.76% (+734)	All Managers (Combined)	$758.1K	0.1% ($758.1K/$573.1M)	QoQ -5.15% (-$41.2K) YoY +2.42% (+$17.9K)
COGNIZANT TECHNOLOGY SOLUTIONS CORP(CTSHcusip192446102)	9.9K	QoQ +4.85% (+457) YoY +19.82% (+1.6K)	All Managers (Combined)	$755.0K	0.1% ($755.0K/$573.1M)	QoQ +4.31% (+$31.2K) YoY +25.07% (+$151.4K)
NetApp, Inc.(NTAPcusip64110D104)	8.6K	QoQ +3.69% (-306) YoY +29.35% (+1.9K)	All Managers (Combined)	$754.0K	0.1% ($754.0K/$573.1M)	QoQ -21.53% (-$206.9K) YoY +8.24% (+$57.4K)
Alphabet Inc.(GOOGcusip02079K107)	4.7K	QoQ 0.00% (-0) YoY -21.39% (-1.3K)	All Managers (Combined)	$736.0K	0.1% ($736.0K/$573.1M)	QoQ -17.96% (-$161.2K) YoY -19.34% (-$176.5K)
Bunge Global SA(BGcusipH11356104)	9.5K	QoQ +3.62% (+333) YoY +19.73% (-1.6K)	All Managers (Combined)	$727.4K	0.1% ($727.4K/$573.1M)	QoQ +1.83% (+$13.1K) YoY -10.74% (-$87.6K)
(USMVcusip46429B697)	7.2K	QoQ +174.71% (+4.6K) YoY NEW(+7.2K)	All Managers (Combined)	$676.7K	0.1% ($676.7K/$573.1M)	QoQ +189.78% (+$443.2K) YoY NEW(+$676.7K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	3.1K	QoQ -5.86% (-192) YoY +4.90% (+144)	All Managers (Combined)	$670.4K	0.1% ($670.4K/$573.1M)	QoQ +11.68% (-$70.1K) YoY +15.52% (+$90.1K)