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☆CAPITAL INSIGHT PARTNERS, LLC

CIK 0001664385 · holdings for 2026Q1 (change vs 2025Q4) aum_below_min from universe
Quality Q
0.000
AUM ($M)
0
Positions
0
Turnover
0.50
Top-10 wt
0%
Herfindahl
0.000
History (qtrs)
5
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 135 positions · portfolio value $0M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DGX funds › QUEST DIAGNOSTICS INC EXIT — 0.0% -0.1% 0.0 0 -2,168 0 —
☆NVS funds › NOVARTIS AG EXIT — 0.0% -0.7% 0.0 0 -23,985 0 —
☆VNQ funds › VANGUARD INDEX FDS EXIT — 0.0% -0.1% 0.0 0 -3,867 0 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC EXIT — 0.0% -0.7% 0.0 0 -17,170 0 —
☆SCHC funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.1% 0.0 0 -14,709 0 —
☆XLP funds › SELECT SECTOR SPDR TR EXIT — 0.0% -1.5% 0.0 0 -88,515 0 —
☆GFL funds › GFL ENVIRONMENTAL INC EXIT — 0.0% -0.4% 0.0 0 -39,034 0 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT — 0.0% -0.1% 0.0 0 -2,068 0 —
☆CUSIP:000000000 funds › 0 NEW — 0.0% +0.0% 0.0 0 +0 0 —
☆HD funds › HOME DEPOT INC EXIT — 0.0% -0.7% 0.0 0 -9,590 0 —
☆UNH funds › UNITEDHEALTH GROUP INC EXIT — 0.0% -0.5% 0.0 0 -6,645 0 —
☆SMFG funds › SUMITOMO MITSUI FINL GROUP I EXIT — 0.0% -0.2% 0.0 0 -53,007 0 —
☆RELX funds › RELX PLC EXIT — 0.0% -0.5% 0.0 0 -55,894 0 —
☆XLE funds › SELECT SECTOR SPDR TR EXIT — 0.0% -1.7% 0.0 0 -176,410 0 —
☆ACGL funds › ARCH CAP GROUP LTD EXIT — 0.0% -0.2% 0.0 0 -10,246 0 —
☆MUB funds › ISHARES TR EXIT — 0.0% -3.0% 0.0 0 -131,357 0 —
☆XLY funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.9% 0.0 0 -35,459 0 —
☆SHLD funds › GLOBAL X FDS EXIT — 0.0% -0.8% 0.0 0 -61,594 0 —
☆DRI funds › DARDEN RESTAURANTS INC EXIT — 0.0% -0.1% 0.0 0 -1,349 0 —
☆AGG funds › ISHARES TR EXIT — 0.0% -5.0% 0.0 0 -234,552 0 —
☆LOGI funds › LOGITECH INTL S A EXIT — 0.0% -0.6% 0.0 0 -28,051 0 —
☆SCHG funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.1% 0.0 0 -20,262 0 —
☆VUG funds › VANGUARD INDEX FDS EXIT — 0.0% -0.1% 0.0 0 -673 0 —
☆MINT funds › PIMCO ETF TR EXIT — 0.0% -0.1% 0.0 0 -3,392 0 —
☆SYK funds › STRYKER CORPORATION EXIT — 0.0% -0.4% 0.0 0 -5,082 0 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS EXIT — 0.0% -3.5% 0.0 0 -347,920 0 —
☆MANH funds › MANHATTAN ASSOCIATES INC EXIT — 0.0% -0.4% 0.0 0 -10,973 0 —
☆VGT funds › VANGUARD WORLD FD EXIT — 0.0% -0.1% 0.0 0 -626 0 —
☆CHE funds › CHEMED CORP NEW EXIT — 0.0% -0.1% 0.0 0 -848 0 —
☆ASML funds › ASML HOLDING N V EXIT — 0.0% -0.8% 0.0 0 -3,628 0 —
☆LLY funds › ELI LILLY & CO EXIT — 0.0% -0.3% 0.0 0 -1,177 0 —
☆VBK funds › VANGUARD INDEX FDS EXIT — 0.0% -0.1% 0.0 0 -810 0 —
☆SCHP funds › SCHWAB STRATEGIC TR EXIT — 0.0% -1.3% 0.0 0 -225,583 0 —
☆EMB funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -2,145 0 —
☆ORLY funds › OREILLY AUTOMOTIVE INC EXIT — 0.0% -0.5% 0.0 0 -25,492 0 —
☆DFLV funds › DIMENSIONAL ETF TRUST EXIT — 0.0% -0.1% 0.0 0 -7,030 0 —
☆XLV funds › SELECT SECTOR SPDR TR EXIT — 0.0% -1.6% 0.0 0 -47,997 0 —
☆IXUS funds › ISHARES TR EXIT — 0.0% -3.4% 0.0 0 -188,484 0 —
☆FDS funds › FACTSET RESH SYS INC EXIT — 0.0% -0.2% 0.0 0 -3,904 0 —
☆QUAL funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -2,439 0 —
☆IVV funds › ISHARES TR EXIT — 0.0% -5.0% 0.0 0 -34,660 0 —
☆HYMB funds › SPDR SERIES TRUST EXIT — 0.0% -1.3% 0.0 0 -247,535 0 —
☆BIV funds › VANGUARD BD INDEX FDS EXIT — 0.0% -3.1% 0.0 0 -186,865 0 —
☆AOA funds › ISHARES TR EXIT — 0.0% -0.4% 0.0 0 -20,322 0 —
☆GLD funds › SPDR GOLD TR EXIT — 0.0% -0.3% 0.0 0 -3,031 0 —
☆AXON funds › AXON ENTERPRISE INC EXIT — 0.0% -0.1% 0.0 0 -612 0 —
☆CHKP funds › CHECK POINT SOFTWARE TECH LT EXIT — 0.0% -0.8% 0.0 0 -19,768 0 —
☆ODFL funds › OLD DOMINION FREIGHT LINE IN EXIT — 0.0% -0.5% 0.0 0 -14,698 0 —
☆VDE funds › VANGUARD WORLD FD EXIT — 0.0% -0.1% 0.0 0 -3,058 0 —
☆META funds › META PLATFORMS INC EXIT — 0.0% -1.7% 0.0 0 -12,054 0 —
☆NFLX funds › NETFLIX INC EXIT — 0.0% -0.6% 0.0 0 -28,397 0 —
☆ISTB funds › ISHARES TR EXIT — 0.0% -2.8% 0.0 0 -267,939 0 —
☆AOR funds › ISHARES TR EXIT — 0.0% -0.3% 0.0 0 -21,041 0 —
☆VOT funds › VANGUARD INDEX FDS EXIT — 0.0% -0.1% 0.0 0 -1,532 0 —
☆MA funds › MASTERCARD INCORPORATED EXIT — 0.0% -1.1% 0.0 0 -9,212 0 —
☆ISRG funds › INTUITIVE SURGICAL INC EXIT — 0.0% -1.8% 0.0 0 -14,979 0 —
☆RSG funds › REPUBLIC SVCS INC EXIT — 0.0% -0.8% 0.0 0 -17,736 0 —
☆VIGI funds › VANGUARD WHITEHALL FDS EXIT — 0.0% -0.1% 0.0 0 -4,569 0 —
☆TSLA funds › TESLA INC EXIT — 0.0% -0.1% 0.0 0 -934 0 —
☆BG funds › BUNGE GLOBAL SA EXIT — 0.0% -0.2% 0.0 0 -9,124 0 —
☆KRE funds › SPDR SERIES TRUST EXIT — 0.0% -0.5% 0.0 0 -35,590 0 —
☆LOPE funds › GRAND CANYON ED INC EXIT — 0.0% -0.2% 0.0 0 -5,182 0 —
☆VOO funds › VANGUARD INDEX FDS EXIT — 0.0% -0.1% 0.0 0 -439 0 —
☆CMF funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -11,585 0 —
☆GOOGL funds › ALPHABET INC EXIT — 0.0% -2.5% 0.0 0 -37,104 0 —
☆XLB funds › SELECT SECTOR SPDR TR EXIT — 0.0% -1.0% 0.0 0 -102,709 0 —
☆OWL funds › BLUE OWL CAPITAL INC EXIT — 0.0% -0.1% 0.0 0 -28,641 0 —
☆TTD funds › THE TRADE DESK INC EXIT — 0.0% -0.1% 0.0 0 -8,721 0 —
☆NOW funds › SERVICENOW INC EXIT — 0.0% -0.3% 0.0 0 -8,405 0 —
☆TSCO funds › TRACTOR SUPPLY CO EXIT — 0.0% -0.1% 0.0 0 -13,293 0 —
☆VTI funds › VANGUARD INDEX FDS EXIT — 0.0% -0.9% 0.0 0 -12,290 0 —
☆ORCL funds › ORACLE CORP EXIT — 0.0% -1.1% 0.0 0 -27,201 0 —
☆XLI funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.4% 0.0 0 -12,236 0 —
☆GOOG funds › ALPHABET INC EXIT — 0.0% -0.3% 0.0 0 -4,558 0 —
☆NVDA funds › NVIDIA CORPORATION EXIT — 0.0% -3.5% 0.0 0 -87,461 0 —
☆BAC funds › BANK AMERICA CORP EXIT — 0.0% -1.0% 0.0 0 -87,033 0 —
☆SCHA funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.4% 0.0 0 -64,376 0 —
☆XLRE funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.7% 0.0 0 -83,352 0 —
☆AEP funds › AMERICAN ELEC PWR CO INC EXIT — 0.0% -0.2% 0.0 0 -8,327 0 —
☆ZTS funds › ZOETIS INC EXIT — 0.0% -0.1% 0.0 0 -5,240 0 —
☆FIX funds › COMFORT SYS USA INC EXIT — 0.0% -0.7% 0.0 0 -3,311 0 —
☆USMV funds › ISHARES TR EXIT — 0.0% -0.4% 0.0 0 -20,602 0 —
☆XLK funds › SELECT SECTOR SPDR TR EXIT — 0.0% -3.3% 0.0 0 -107,866 0 —
☆COST funds › COSTCO WHSL CORP NEW EXIT — 0.0% -0.6% 0.0 0 -3,557 0 —
☆IGIB funds › ISHARES TR EXIT — 0.0% -1.6% 0.0 0 -142,102 0 —
☆EQH funds › EQUITABLE HLDGS INC EXIT — 0.0% -0.2% 0.0 0 -21,296 0 —
☆XLU funds › SELECT SECTOR SPDR TR EXIT — 0.0% -1.0% 0.0 0 -114,733 0 —
☆IGSB funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -20,635 0 —
☆CASY funds › CASEYS GEN STORES INC EXIT — 0.0% -1.2% 0.0 0 -9,956 0 —
☆BSV funds › VANGUARD BD INDEX FDS EXIT — 0.0% -0.1% 0.0 0 -6,974 0 —
☆EG funds › EVEREST GROUP LTD EXIT — 0.0% -0.2% 0.0 0 -2,158 0 —
☆SCHH funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.1% 0.0 0 -20,449 0 —
☆WMT funds › WALMART INC EXIT — 0.0% -0.5% 0.0 0 -20,763 0 —
☆SCHV funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.1% 0.0 0 -23,228 0 —
☆F funds › FORD MTR CO EXIT — 0.0% -0.1% 0.0 0 -21,000 0 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN EXIT — 0.0% -1.2% 0.0 0 -36,403 0 —
☆HCA funds › HCA HEALTHCARE INC EXIT — 0.0% -0.4% 0.0 0 -3,730 0 —
☆IWF funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -1,025 0 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC EXIT — 0.0% -0.1% 0.0 0 -1,870 0 —
☆KO funds › COCA COLA CO EXIT — 0.0% -0.1% 0.0 0 -3,643 0 —
☆XLF funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.2% 0.0 0 -19,532 0 —
☆SCHZ funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.1% 0.0 0 -11,618 0 —
☆TIMB funds › TIM S A EXIT — 0.0% -0.3% 0.0 0 -66,596 0 —
☆IEFA funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -2,359 0 —
☆PANW funds › PALO ALTO NETWORKS INC EXIT — 0.0% -0.1% 0.0 0 -1,352 0 —
☆BKNG funds › BOOKING HOLDINGS INC EXIT — 0.0% -1.4% 0.0 0 -1,238 0 —
☆ETN funds › EATON CORP PLC EXIT — 0.0% -0.0% 0.0 0 -651 0 —
☆ABT funds › ABBOTT LABS EXIT — 0.0% -0.0% 0.0 0 -1,753 0 —
☆DPZ funds › DOMINOS PIZZA INC EXIT — 0.0% -0.2% 0.0 0 -1,768 0 —
☆AFL funds › AFLAC INC EXIT Common Stock 0.0% -0.2% 0.0 0 -9,272 0 —
☆BND funds › VANGUARD BD INDEX FDS EXIT — 0.0% -0.4% 0.0 0 -23,072 0 —
☆MCD funds › MCDONALDS CORP EXIT — 0.0% -0.1% 0.0 0 -1,751 0 —
☆JPM funds › JPMORGAN CHASE & CO. EXIT — 0.0% -1.8% 0.0 0 -26,141 0 —
☆SPY funds › SPDR S&P 500 ETF TR EXIT — 0.0% -0.6% 0.0 0 -4,290 0 —
☆AVGO funds › BROADCOM INC EXIT — 0.0% -1.3% 0.0 0 -17,342 0 —
☆VXUS funds › VANGUARD STAR FDS EXIT — 0.0% -0.6% 0.0 0 -37,325 0 —
☆SCHB funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.1% 0.0 0 -13,218 0 —
☆PGR funds › PROGRESSIVE CORP EXIT — 0.0% -0.7% 0.0 0 -14,763 0 —
☆IGF funds › ISHARES TR EXIT — 0.0% -0.8% 0.0 0 -64,224 0 —
☆AAPL funds › APPLE INC EXIT — 0.0% -2.7% 0.0 0 -46,516 0 —
☆MSFT funds › MICROSOFT CORP EXIT — 0.0% -1.9% 0.0 0 -18,471 0 —
☆WFC funds › WELLS FARGO CO NEW EXIT — 0.0% -0.0% 0.0 0 -2,359 0 —
☆IWM funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -837 0 —
☆EOG funds › EOG RES INC EXIT — 0.0% -0.1% 0.0 0 -4,912 0 —
☆V funds › VISA INC EXIT — 0.0% -0.4% 0.0 0 -4,826 0 —
☆XLC funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.9% 0.0 0 -36,471 0 —
☆CGMU funds › CAPITAL GRP FIXED INCM ETF T EXIT — 0.0% -2.8% 0.0 0 -479,150 0 —
☆NTAP funds › NETAPP INC EXIT — 0.0% -0.2% 0.0 0 -8,313 0 —
☆EW funds › EDWARDS LIFESCIENCES CORP EXIT — 0.0% -0.3% 0.0 0 -13,873 0 —
☆AMZN funds › AMAZON COM INC EXIT — 0.0% -1.2% 0.0 0 -24,843 0 —
☆IEF funds › ISHARES TR EXIT — 0.0% -1.1% 0.0 0 -54,845 0 —
☆IBB funds › ISHARES TR EXIT — 0.0% -0.4% 0.0 0 -11,411 0 —
☆TJX funds › TJX COS INC NEW EXIT — 0.0% -0.7% 0.0 0 -22,858 0 —
☆NVO funds › NOVO-NORDISK A S EXIT — 0.0% -0.1% 0.0 0 -13,033 0 —
☆VO funds › VANGUARD INDEX FDS EXIT — 0.0% -1.1% 0.0 0 -17,337 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q1 0 0 0.50 0% 0.000 0.000 — left
2025Q4 473 134 0.14 35% 0.020 0.225 — in
2025Q3 604 163 0.09 32% 0.018 0.316 — in
2025Q2 575 162 0.10 33% 0.018 0.352 — entered
2025Q1 573 158 0.00 33% 0.019 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status