Capital Insight Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US TIPS ETF
SCHP
|
+$6.05M |
| 2 |
Stryker
SYK
|
+$1.02M |
| 3 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$527K |
| 4 |
Vanguard Morningstar Mid-Cap Growth ETF
VOT
|
+$438K |
| 5 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$413K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
FIS Christian Stock Fund
PRAY
|
+$30.2M |
| 2 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$12.2M |
| 3 |
Casey's General Stores
CASY
|
+$3.64M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$3.24M |
| 5 |
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% |
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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.