CAPITAL INSIGHT PARTNERS, LLC

Q3 2025 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
163
Total value ($000)
$604,032
Net value change ($000)
+28,636 (5.0%)
New positions
6
Sold out positions
5
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CGMU 13,802 NEW
IXUS 6,590 68.7%
IVV 6,258 33.1%
SHLD 5,079 NEW
NVDA 3,951 27.4%
XLK 3,741 28.6%
GOOGL 3,228 41.8%
FIX 2,326 108.1%
AAPL 2,136 17.0%
TSM 1,646 NEW
Top Reduces (Value $000, Stocks/ETFs)
MUB -11,302 -41.8%
Unilever PLC -2,473 -100.0%
CP -2,288 -76.0%
TM -2,095 -100.0%
FDS -1,871 -53.2%
ISRG -1,576 -16.9%
HON -1,386 -24.7%
CHE -1,270 -28.2%
VTEB -1,226 -100.0%
PGR -1,150 -20.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type