CAPITAL INSIGHT PARTNERS, LLC logo

CAPITAL INSIGHT PARTNERS, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for CAPITAL INSIGHT PARTNERS, LLC with $602.9M in long positions as of Q3 2025, 54% allocated to ETF, and 32% concentrated in top 10 positions.

Portfolio Value
$602.9M
Top 10 Concentration
32%
Top Sector
ETF (54%)
US Exposure
97%
Market Cap Focus
N/A
Countries
7

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 54.10%ETFTechnology: 13.60%TechnologyConsumer 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%
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%

Industry Breakdown

57 industries across all sectors

ETF: 54.11%ETFSoftware - Infrastructure: 4.77%Semiconductors: 4.29%Internet Content & Information: 3.71%Specialty Retail: 3.47%Banks - Diversified: 2.48%Consumer Electronics: 2.44%Financial - Data & Stock Exchanges: 1.41%Financial - Credit Services: 1.34%Travel Services: 1.34%47 more: 17.10%47 more
ETF
ETF
54.11%
Software - Infrastructure
Technology
4.77%
Semiconductors
Technology
4.29%
Internet Content & Information
Communication Services
3.71%
Specialty Retail
Consumer Cyclical
3.47%
Banks - Diversified
Financial Services
2.48%
Consumer Electronics
Technology
2.44%
Financial - Data & Stock Exchanges
Financial Services
1.41%
Financial - Credit Services
Financial Services
1.34%
Travel Services
Consumer Cyclical
1.34%
Medical - Instruments & Supplies
Healthcare
1.28%
Waste Management
Industrials
1.27%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 21.99%Mega Cap (> $200B)Large Cap ($10B - $200B): 18.83%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 1.26%N/A (ETF or Unknown): 57.92%N/A (ETF or Unknown)
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%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
97.47%
International
2.53%
Countries
7
Largest Int'l Market
Israel - 0.82%
United States of America
97.47% ($587.7M)
153 holdings
Israel
0.82% ($4.9M)
1 holdings
Switzerland
0.64% ($3.8M)
1 holdings
Canada
0.44% ($2.7M)
2 holdings
Bermuda
0.28% ($1.7M)
2 holdings
Taiwan
0.27% ($1.6M)
1 holdings
Ireland
0.08% ($469.8K)
2 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
19.9 quarters
Avg. Top 20
24.3 quarters
Avg. All Positions
14.9 quarters
Median Holding Period
11 quarters
Persistence Rate
80.25%
Persistent Holdings Weight
89.5%
Persistent Positions
130
Longest Held
Oracle Corp logo
Oracle CorpORCL - 41 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
1.06%
Avg. Position Weight
0.62%
Largest Position
FIS Christian Stock Fund logo
FIS Christian Stock FundPRAY - 5.01%
Largest Ownership Stake
CHE
Chemed CorporationCHE - 0.05%
Avg. Ownership Stake
0.005%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q2 2015)

Avg. New Position
1.00%
Avg. Ownership Stake
0.01%
Largest Position
iShares Core 1-5 Year USD Bond ETF of iShares Trust logo
iShares Core 1-5 Year USD Bond ETF of iShares TrustISTB - 11.53% (Q4 2019)
Largest Ownership Stake
CaliberCos Inc. Class A Common Stock logo
CaliberCos Inc. Class A Common StockCWD - 0.78% (Q2 2023)

Portfolio Turnover

Current Quarter

Turnover Ratio
6.5%
Value Traded
$39.34M
Positions Added
3
Positions Exited
5

Historical (Since Q2 2015)

Avg. Turnover Ratio
9.0%
Avg. Positions Added
8
Avg. Positions Exited
5
Highest Turnover
50.0%
Q2 2015
Lowest Turnover
1.2%
Q4 2018

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