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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46434V878

Shares:6.8K

Value:$343.5K

% of Portfolio:0.1% ($343.5K/$573.1M)

92204A702

VGT|92204A702

Shares:599

Value:$324.9K

% of Portfolio:0.1% ($324.9K/$573.1M)

808524862

Shares:13.0K

Value:$316.4K

% of Portfolio:0.1% ($316.4K/$573.1M)

808524102

SCHB|808524102

Shares:13.2K

Value:$284.6K

% of Portfolio:0.0% ($284.6K/$573.1M)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:1.3K

Value:$280.3K

% of Portfolio:0.0% ($280.3K/$573.1M)

COCA COLA CO

KO|191216100

Shares:3.6K

Value:$260.9K

% of Portfolio:0.0% ($260.9K/$573.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.1K

Value:$255.1K

% of Portfolio:0.0% ($255.1K/$573.1M)

78464A391

Shares:12.7K

Value:$254.7K

% of Portfolio:0.0% ($254.7K/$573.1M)

46641Q837

Shares:4.7K

Value:$237.8K

% of Portfolio:0.0% ($237.8K/$573.1M)

37954Y673

Shares:6.1K

Value:$228.6K

% of Portfolio:0.0% ($228.6K/$573.1M)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.7K

Value:$222.6K

% of Portfolio:0.0% ($222.6K/$573.1M)

922908363

VOO|922908363

Shares:424

Value:$217.9K

% of Portfolio:0.0% ($217.9K/$573.1M)

FORD MOTOR CO

F|345370860

Shares:21.0K

Value:$210.6K

% of Portfolio:0.0% ($210.6K/$573.1M)

464287655

IWM|464287655

Shares:1.1K

Value:$209.5K

% of Portfolio:0.0% ($209.5K/$573.1M)

Tesla, Inc.

TSLA|88160R101

Shares:806

Value:$208.9K

% of Portfolio:0.0% ($208.9K/$573.1M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:3.4K

Value:$205.6K

% of Portfolio:0.0% ($205.6K/$573.1M)

BIOMARIN PHARMACEUTICAL INC

BMRN|09061G101

Shares:2.8K

Value:$200.3K

% of Portfolio:0.0% ($200.3K/$573.1M)

Cushman & Wakefield plc

CWK|G2717B108

Shares:17.2K

Value:$175.5K

% of Portfolio:0.0% ($175.5K/$573.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46434V878)✕	6.8K	QoQ NEW(+6.8K) YoY NEW(+6.8K)	All Managers (Combined)	$343.5K	0.1% ($343.5K/$573.1M)	QoQ NEW(+$343.5K) YoY NEW(+$343.5K)
(VGTcusip92204A702)	599	QoQ 0.00% (-0) YoY -57.81% (-821)	All Managers (Combined)	$324.9K	0.1% ($324.9K/$573.1M)	QoQ -12.77% (-$47.6K) YoY -56.36% (-$419.7K)
(cusip808524862)✕	13.0K	QoQ 0.00% (+0) YoY +106.30% (+6.7K)	All Managers (Combined)	$316.4K	0.1% ($316.4K/$573.1M)	QoQ +1.16% (+$3.6K) YoY +4.15% (+$12.6K)
(SCHBcusip808524102)	13.2K	QoQ 0.00% (-0) YoY +200.00% (+8.8K)	All Managers (Combined)	$284.6K	0.0% ($284.6K/$573.1M)	QoQ -5.15% (-$15.5K) YoY +5.79% (+$15.6K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	1.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$280.3K	0.0% ($280.3K/$573.1M)	QoQ +11.28% (+$28.4K) YoY +24.29% (+$54.8K)
COCA COLA CO(KOcusip191216100)	3.6K	QoQ 0.00% (+0) YoY -12.38% (-515)	All Managers (Combined)	$260.9K	0.0% ($260.9K/$573.1M)	QoQ +15.03% (+$34.1K) YoY +2.56% (-$6.5K)
EXXON MOBIL CORP(XOMcusip30231G102)	2.1K	QoQ +2.97% (+62) YoY -48.28% (-2.0K)	All Managers (Combined)	$255.1K	0.0% ($255.1K/$573.1M)	QoQ +13.85% (+$31.0K) YoY -47.09% (-$227.1K)
(cusip78464A391)✕	12.7K	QoQ +0.26% (+33) YoY -97.72% (-544.8K)	All Managers (Combined)	$254.7K	0.0% ($254.7K/$573.1M)	QoQ +3.03% (+$7.5K) YoY -97.77% (-$11.2M)
(cusip46641Q837)✕	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$237.8K	0.0% ($237.8K/$573.1M)	QoQ NEW(+$237.8K) YoY NEW(+$237.8K)
(cusip37954Y673)✕	6.1K	QoQ -2.41% (-150) YoY -2.41% (-150)	All Managers (Combined)	$228.6K	0.0% ($228.6K/$573.1M)	QoQ -8.88% (-$22.3K) YoY -7.51% (-$18.6K)
ABBOTT LABORATORIES(ABTcusip002824100)	1.7K	QoQ NEW(+1.7K) YoY -25.38% (-571)	All Managers (Combined)	$222.6K	0.0% ($222.6K/$573.1M)	QoQ NEW(+$222.6K) YoY -12.92% (-$33.0K)
(VOOcusip922908363)	424	QoQ +1.43% (-6) YoY -13.99% (-69)	All Managers (Combined)	$217.9K	0.0% ($217.9K/$573.1M)	QoQ -3.25% (-$7.3K) YoY -8.05% (-$19.1K)
FORD MOTOR CO(Fcusip345370860)	21.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$210.6K	0.0% ($210.6K/$573.1M)	QoQ +1.31% (+$2.7K) YoY -24.47% (-$68.3K)
(IWMcusip464287655)	1.1K	QoQ -6.66% (-75) YoY -6.66% (-75)	All Managers (Combined)	$209.5K	0.0% ($209.5K/$573.1M)	QoQ -15.73% (-$39.1K) YoY -11.46% (-$27.1K)
Tesla, Inc.(TSLAcusip88160R101)	806	QoQ -8.82% (-78) YoY NEW(+806)	All Managers (Combined)	$208.9K	0.0% ($208.9K/$573.1M)	QoQ -41.48% (-$148.1K) YoY NEW(+$208.9K)
ALTRIA GROUP, INC.(MOcusip02209S103)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$205.6K	0.0% ($205.6K/$573.1M)	QoQ NEW(+$205.6K) YoY NEW(+$205.6K)
BIOMARIN PHARMACEUTICAL INC(BMRNcusip09061G101)	2.8K	QoQ NEW(+2.8K) YoY +18.57% (-444)	All Managers (Combined)	$200.3K	0.0% ($200.3K/$573.1M)	QoQ NEW(+$200.3K) YoY -4.02% (-$8.4K)
Cushman & Wakefield plc(CWKcusipG2717B108)	17.2K	QoQ NEW(+17.2K) YoY NEW(+17.2K)	All Managers (Combined)	$175.5K	0.0% ($175.5K/$573.1M)	QoQ NEW(+$175.5K) YoY NEW(+$175.5K)