CAPITAL INSIGHT PARTNERS, LLC

RIA/Wealth

CAPITAL INSIGHT PARTNERS, LLC is a RIA/Wealth based in Centerbrook, CT led by Susan Christine Anastasiadis, reporting $829.6M in AUM as of Q3 2025 with 54% ETF concentration.

Managing PartnerSusan Christine Anastasiadis

Portfolio Value: $602.9M
Positions: 162
Top Holding: PRAY at 5.01%
Last Reported: Q3 2025

Address6 Main Street, Suite 312, Centerbrook, CT, 06409, United States

Top Holdings

Largest long holdings in CAPITAL INSIGHT PARTNERS, LLC's portfolio (32.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 FIS Christian Stock Fund PRAY	ETF ETF	$30.2M	5.01%	-$677.5K Sold	— 963.6K shares	Q1 2022 Held for 3y 8m
2 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$26.8M	4.44%	-$435.4K Sold	— 266.9K shares	Q4 2019 Held for 5y 11m
3 iShares Core S&P 500 ETF IVV	ETF ETF	$25.2M	4.17%	+$4.8M Bought	— 37.6K shares	Q4 2019 Held for 5y 11m
4 Nvidia NVDA	Semiconductors Technology	$18.4M	3.05%	+$1.3M Bought	0.00% 98.5K shares	Q2 2021 Held for 4y 5m
5 Technology Select Sector SPDR Fund XLK	ETF ETF	$16.8M	2.79%	+$2.3M Bought	— 59.7K shares	Q2 2020 Held for 5y 5m
6 iShares Core MSCI Total International Stock IXUS	ETF ETF	$16.2M	2.68%	+$5.9M Bought	— 196.0K shares	Q4 2019 Held for 5y 11m
7 Vanguard Mortgage-Backed Securities VMBS	ETF ETF	$15.8M	2.62%	-$177.4K Sold	— 336.7K shares	Q2 2024 Held for 1y 5m
8 iShares National Muni Bond MUB	ETF ETF	$15.7M	2.61%	-$11.8M Sold	— 147.8K shares	Q4 2019 Held for 5y 11m
9 Vanguard Intermediate-Term Bond BIV	ETF ETF	$15.1M	2.51%	-$213.3K Sold	— 193.7K shares	Q2 2023 Held for 2y 5m
10 Apple AAPL	Consumer Electronics Technology	$14.7M	2.44%	-$894.5K Sold	0.00% 57.7K shares	Q2 2015 Held for 10y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CAPITAL INSIGHT PARTNERS, LLC's latest filing

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Market Value

$602.9M

Prior: $575.4M

Q/Q Change

+4.78%

+$27.5M

Net Flows % of MV

+0.617%

Turnover Ratio

6.52%

New Purchases

3 stocks

$19.1M

Added To

42 stocks

+$21.2M

Sold Out Of

5 stocks

$7.0M

Reduced Holdings

99 stocks

-$29.6M

Increased Positions

Position	Shares Δ	Change
1 CGMU Capital Group Municipal Income CGMU	New	0 → 505.8K +$13.8M
2 Global X Defense Tech SHLD	New	0 → 72.3K +$5.1M
3 iShares Core MSCI EAFE ETF IEFA	New	0 → 2.4K +$206.0K
4 iShares California Muni Bond CMF	+115.12%	7.9K → 17.1K +$521.2K
5 iShares Core MSCI Total International Stock IXUS	+57.93%	124.1K → 196.0K +$5.9M

Decreased Positions

Position	Shares Δ	Change
1 UL Unilever UL	Sold	40.4K → 0 −$2.5M
2 TM Toyota Motor Corporation TM	Sold	12.2K → 0 −$2.1M
3 Vanguard Tax-Exempt Bond Index Fund VTEB	Sold	25.0K → 0 −$1.2M
4 Parker-Hannifin PH	Sold	1.4K → 0 −$961.8K
5 SPDR Portfolio Short Term Corporate Bond SPSB	Sold	8.1K → 0 −$244.8K

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Analytics

Portfolio insights and performance metrics for CAPITAL INSIGHT PARTNERS, LLC

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Sector Allocation

ETF

54.10%

Technology

13.60%

Consumer Cyclical

7.20%

Financial Services

6.70%

Communication Services

4.40%

Industrials

4.30%

Healthcare

3.70%

Consumer Defensive

1.50%

Energy

0.40%

Utilities

0.20%

Real Estate

0.20%

Basic Materials

0.10%

Market Cap Distribution

Mega Cap (> $200B)

21.99%

Large Cap ($10B - $200B)

18.83%

Mid Cap ($2B - $10B)

1.26%

N/A (ETF or Unknown)

57.92%

Portfolio Concentration

Top 10 Holdings %

32.33%

Top 20 Holdings %

50.59%

Top 50 Holdings %

78.85%

Top 100 Holdings %

94.97%