CAPITAL INSIGHT PARTNERS, LLC

Q4 2025 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$472,550
Net value change ($000)
-131,482 (-21.8%)
New positions
7
Sold out positions
36
Turnover %
12.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SCHP 5,976 NEW
SYK 939 110.9%
ISRG 730 9.4%
LLY 682 117.0%
GOOGL 664 6.1%
VMBS 567 3.6%
VOT 428 NEW
VIGI 418 NEW
VUG 328 NEW
VBK 245 NEW
Top Reduces (Value $000, Stocks/ETFs)
NEOS ETF Trust -30,221 -100.0%
EMB -12,114 -98.3%
CASY -3,865 -41.3%
ORCL -3,743 -41.4%
AGG -3,327 -12.4%
CHE -2,870 -88.8%
PANW -2,449 -90.8%
META -2,138 -21.2%
MSFT -2,073 -18.8%
AAPL -2,057 -14.0%
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