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CIP

Capital Insight Partners Portfolio holdings

AUM $473M
1-Year Est. Return 14.93%
This Fund
S&P 500
This Quarter Est. Return
+0.96%
1 Year Est. Return
+14.93%
3 Year Est. Return
+51.75%
5 Year Est. Return
+52.67%
10 Year Est. Return
+181.46%
AUM
$473M
AUM Growth
-$131M
Cap. Flow
-$132M
Cap. Flow %
-27.99%
Top 10 Hldgs %
35.17%
Holding
170
New
7
Increased
13
Reduced
104
Closed
36

Top Buys

Rank Stock Value
1
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.05M
2
SYK icon
Stryker
SYK
+$1.02M
3
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$527K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$438K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$413K

Top Sells

Rank Stock Value
1
PRAY icon
FIS Christian Stock Fund
PRAY
+$30.2M
2
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$12.2M
3
CASY icon
Casey's General Stores
CASY
+$3.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.24M
5
AAPL icon
Apple
AAPL
+$3.01M

Sector Composition

Rank Sector Weight
1 Technology 13.58%
2 Financials 7.61%
3 Consumer Discretionary 6.32%
4 Communication Services 5.36%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOW icon
76
ServiceNow
NOW
$107B
$1.24M 0.26%
8,405
-60
-0.7% -$10.3K
GLD icon
77
SPDR Gold Trust
GLD
$130B
$1.2M 0.25%
3,031
+243
+9% +$92.8K
EW icon
78
Edwards Lifesciences
EW
$50.6B
$1.18M 0.25%
13,873
-25,203
-64% -$2.07M
FDS icon
79
Factset
FDS
$9.33B
$1.13M 0.24%
3,904
-1,838
-32% -$516K
IGSB icon
80
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$1.09M 0.23%
20,635
-626
-3% -$33.1K
XLF icon
81
State Street Financial Select Sector SPDR ETF
XLF
$54.8B
$1.07M 0.23%
19,532
-635
-3% -$33.8K
SMFG icon
82
Sumitomo Mitsui Financial
SMFG
$164B
$1.03M 0.22%
53,007
-478
-0.9% -$8.29K
AFL icon
83
Aflac
AFL
$62.6B
$1.02M 0.22%
9,272
-202
-2% -$22.3K
EQH icon
84
Equitable Holdings
EQH
$13.4B
$1.02M 0.22%
21,296
-606
-3% -$28.7K
ACGL icon
85
Arch Capital
ACGL
$35B
$983K 0.21%
10,246
+27
+0.3% +$2.47K
AEP icon
86
American Electric Power
AEP
$72.4B
$964K 0.2%
8,327
-167
-2% -$19.7K
NTAP icon
87
NetApp
NTAP
$31.3B
$885K 0.19%
8,313
-243
-3% -$27.7K
LOPE icon
88
Grand Canyon Education
LOPE
$3.8B
$857K 0.18%
5,182
-230
-4% -$41.6K
BG icon
89
Bunge Global
BG
$22.5B
$844K 0.18%
9,124
-320
-3% -$29.5K
DPZ icon
90
Domino's
DPZ
$11B
$751K 0.16%
1,768
-51
-3% -$21.3K
EG icon
91
Everest Group
EG
$14.8B
$722K 0.15%
2,158
+35
+2% +$11.6K
SCHV
92
Schwab US Large-Cap Value ETF
SCHV
$15.5B
$688K 0.15%
23,228
-1,255
-5% -$36.7K
SCHC icon
93
Schwab International Small-Cap Equity ETF
SCHC
$5.33B
$670K 0.14%
14,709
-4,838
-25% -$219K
CMF icon
94
iShares California Muni Bond ETF
CMF
$4.55B
$666K 0.14%
11,585
-5,489
-32% -$315K
TSCO icon
95
Tractor Supply
TSCO
$16.3B
$665K 0.14%
13,293
-19,577
-60% -$1.05M
NVO
96
Novo Nordisk
NVO
$228B
$663K 0.14%
13,033
-31,324
-71% -$1.6M
SCHG icon
97
Schwab US Large-Cap Growth ETF
SCHG
$59.7B
$661K 0.14%
20,262
-1,234
-6% -$40.1K
ZTS icon
98
Zoetis
ZTS
$32.2B
$660K 0.14%
5,240
-252
-5% -$32.9K
BSV icon
99
Vanguard Short-Term Bond ETF
BSV
$44.7B
$550K 0.12%
6,974
-2,863
-29% -$226K
MCD icon
100
McDonald's
MCD
$194B
$535K 0.11%
1,751
-149
-8% -$45.6K
2 3
4
5 6

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Capital Insight Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Capital Insight Partners held 170 positions worth $473M, down 22% from $604M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Capital Insight Partners withdrew a net $132M in Q4 2025, closing 36 positions and reducing 104 holdings. Its most notable exit was FIS Christian Stock Fund, an estimated $30.2M position sold in full.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Capital Insight Partners opened a new position in Schwab US TIPS ETF worth $5.98M.

  • Capital Insight Partners's largest Q4 2025 buy was Schwab US TIPS ETF: 225,583 shares worth $5.98M.
  • Capital Insight Partners added most to Stryker in Q4 2025, an estimated $1.02M increase.
  • Capital Insight Partners's biggest Q4 2025 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $12.2M.
  • Capital Insight Partners fully exited FIS Christian Stock Fund in Q4 2025, selling an estimated $30.2M.
  • Capital Insight Partners's ten largest holdings make up 35% of its $473M portfolio in Q4 2025.
  • Capital Insight Partners opened 7 new positions and closed 36 in Q4 2025.
  • Capital Insight Partners's portfolio value fell 22% quarter-over-quarter to $473M.

Based on Capital Insight Partners's 13F filing for Q4 2025, filed 17 Feb 2026.