0001104659-24-047637.txt : 20240416
0001104659-24-047637.hdr.sgml : 20240416
20240416121608
ACCESSION NUMBER: 0001104659-24-047637
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240416
DATE AS OF CHANGE: 20240416
EFFECTIVENESS DATE: 20240416
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CAPITAL INSIGHT PARTNERS, LLC
CENTRAL INDEX KEY: 0001664385
ORGANIZATION NAME:
IRS NUMBER: 000000000
STATE OF INCORPORATION: AZ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17100
FILM NUMBER: 24846710
BUSINESS ADDRESS:
STREET 1: 7328 E. DEER VALLEY RD.
STREET 2: STE 105
CITY: SCOTTSDALE
STATE: AZ
ZIP: 85255
BUSINESS PHONE: 480-295-7070
MAIL ADDRESS:
STREET 1: 7328 E. DEER VALLEY RD.
STREET 2: STE 105
CITY: SCOTTSDALE
STATE: AZ
ZIP: 85255
13F-HR
1
primary_doc.xml
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13F-HR
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0001664385
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03-31-2024
03-31-2024
false
CAPITAL INSIGHT PARTNERS, LLC
7328 E. Deer Valley Rd.
Ste 105
Scottsdale
AZ
85255
13F HOLDINGS REPORT
028-17100
N
Susan C. Anastasiadis
Member
480-295-7070
/s/ Susan C. Anastasiadis
Scottsdale
AZ
04-15-2024
0
162
535193793
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
255622
2249
SH
SOLE
2249
0
0
AFLAC INC
COM
001055102
644208
7503
SH
SOLE
49
0
7454
AGCO CORP
COM
001084102
527879
4291
SH
SOLE
0
0
4291
ALPHABET INC
CAP STK CL A
02079K305
7747539
51332
SH
SOLE
49023
0
2309
ALPHABET INC
CAP STK CL C
02079K107
912495
5993
SH
SOLE
5753
0
240
AMAZON COM INC
COM
023135106
5457939
30258
SH
SOLE
29316
0
942
AMERICAN TOWER CORP NEW
COM
03027X100
580322
2937
SH
SOLE
597
0
2340
AMERICOLD REALTY TRUST INC
COM
03064D108
371159
14894
SH
SOLE
0
0
14894
APPLE INC
COM
037833100
11175004
65168
SH
SOLE
62545
0
2623
ARCH CAP GROUP LTD
ORD
G0450A105
924400
10000
SH
SOLE
10000
0
0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
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SH
SOLE
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0
167
BANK AMERICA CORP
COM
060505104
5088030
134178
SH
SOLE
129404
0
4774
BECTON DICKINSON & CO
COM
075887109
525089
2122
SH
SOLE
2122
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
322960
768
SH
SOLE
768
0
0
BIOMARIN PHARMACEUTICAL INC
COM
09061G101
208743
2390
SH
SOLE
0
0
2390
BLUE OWL CAPITAL INC
COM CL A
09581B103
600163
31822
SH
SOLE
0
0
31822
BOOKING HOLDINGS INC
COM
09857L108
6548324
1805
SH
SOLE
1745
0
60
BROADCOM INC
COM
11135F101
568601
429
SH
SOLE
96
0
333
BUNGE GLOBAL SA
COM SHS
H11356104
814932
7949
SH
SOLE
721
0
7228
CALIBERCOS INC
COM CL A
13000T109
80637
80637
SH
SOLE
80637
0
0
CANADIAN PACIFIC KANSAS CITY
COM
13646K108
3188228
36160
SH
SOLE
28060
0
8100
CASEYS GEN STORES INC
COM
147528103
5679875
17836
SH
SOLE
13430
0
4406
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
3514079
21426
SH
SOLE
15448
0
5978
CHEMED CORP NEW
COM
16359R103
6401326
9972
SH
SOLE
7911
0
2061
CHEVRON CORP NEW
COM
166764100
319424
2025
SH
SOLE
1725
0
300
COCA COLA CO
COM
191216100
254387
4158
SH
SOLE
4158
0
0
COGENT COMMUNICATIONS HLDGS
COM NEW
19239V302
4059476
62138
SH
SOLE
47471
0
14667
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
603617
8236
SH
SOLE
0
0
8236
COLGATE PALMOLIVE CO
COM
194162103
2644229
29364
SH
SOLE
28363
0
1001
COMCAST CORP NEW
CL A
20030N101
3815277
88011
SH
SOLE
84977
0
3034
CONOCOPHILLIPS
COM
20825C104
694567
5457
SH
SOLE
108
0
5349
CORPAY INC
COM SHS
219948106
678788
2200
SH
SOLE
0
0
2200
COSTCO WHSL CORP NEW
COM
22160K105
771460
1053
SH
SOLE
8
0
1045
DANAHER CORPORATION
COM
235851102
740171
2964
SH
SOLE
159
0
2805
DARDEN RESTAURANTS INC
COM
237194105
225486
1349
SH
SOLE
1349
0
0
DATADOG INC
CL A COM
23804L103
557931
4514
SH
SOLE
2
0
4512
DEXCOM INC
COM
252131107
499320
3600
SH
SOLE
8
0
3592
DIAGEO PLC
SPON ADR NEW
25243Q205
1143067
7685
SH
SOLE
7468
0
217
DOMINOS PIZZA INC
COM
25754A201
583834
1175
SH
SOLE
0
0
1175
EDWARDS LIFESCIENCES CORP
COM
28176E108
5398854
56497
SH
SOLE
48264
0
8233
ELI LILLY & CO
COM
532457108
1236179
1589
SH
SOLE
1589
0
0
ENERGIZER HLDGS INC NEW
COM
29272W109
381366
12954
SH
SOLE
0
0
12954
EOG RES INC
COM
26875P101
525934
4114
SH
SOLE
11
0
4103
EQUITABLE HLDGS INC
COM
29452E101
652708
17172
SH
SOLE
0
0
17172
EVEREST GROUP LTD
COM
G3223R108
719873
1811
SH
SOLE
3
0
1808
EXXON MOBIL CORP
COM
30231G102
482164
4148
SH
SOLE
4148
0
0
FACTSET RESH SYS INC
COM
303075105
5029643
11069
SH
SOLE
8864
0
2205
FIDELITY MERRIMACK STR TR
TOTAL BD ETF
316188309
228771
5049
SH
SOLE
5049
0
0
FORD MTR CO DEL
COM
345370860
278880
21000
SH
SOLE
21000
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
555448
11813
SH
SOLE
23
0
11790
FTI CONSULTING INC
COM
302941109
2601708
12372
SH
SOLE
9635
0
2737
GENTEX CORP
COM
371901109
3206228
88766
SH
SOLE
70934
0
17832
GFL ENVIRONMENTAL INC
SUB VTG SHS
36168Q104
1201635
34830
SH
SOLE
2845
0
31985
GLOBAL X FDS
US INFR DEV ETF
37954Y673
247181
6209
SH
SOLE
6209
0
0
GRAND CANYON ED INC
COM
38526M106
561731
4124
SH
SOLE
0
0
4124
GRAPHIC PACKAGING HLDG CO
COM
388689101
1249196
42810
SH
SOLE
3810
0
39000
HDFC BANK LTD
SPONSORED ADS
40415F101
2789937
49847
SH
SOLE
37112
0
12735
HOME DEPOT INC
COM
437076102
4481599
11683
SH
SOLE
11310
0
373
HONEYWELL INTL INC
COM
438516106
5318028
25910
SH
SOLE
24409
0
1501
HUMANA INC
COM
444859102
747876
2157
SH
SOLE
207
0
1950
HUNTINGTON INGALLS INDS INC
COM
446413106
506575
1738
SH
SOLE
136
0
1602
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
5843662
42521
SH
SOLE
35102
0
7419
INTUITIVE SURGICAL INC
COM NEW
46120E602
7011613
17569
SH
SOLE
13688
0
3881
ISHARES INC
CORE MSCI EMKT
46434G103
206916
4010
SH
SOLE
2960
0
1050
ISHARES TR
CORE US AGGBD ET
464287226
35097485
358357
SH
SOLE
338016
0
20341
ISHARES TR
NATIONAL MUN ETF
464288414
26353392
244920
SH
SOLE
235838
0
9082
ISHARES TR
CORE S&P500 ETF
464287200
16135180
30691
SH
SOLE
27572
0
3119
ISHARES TR
CORE 1 5 YR USD
46432F859
14614462
308062
SH
SOLE
294952
0
13110
ISHARES TR
ISHS 5-10YR INVT
464288638
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176063
SH
SOLE
164846
0
11217
ISHARES TR
CORE MSCI TOTAL
46432F834
7468808
110062
SH
SOLE
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0
9055
ISHARES TR
GLB INFRASTR ETF
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3640169
76442
SH
SOLE
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3139
ISHARES TR
ISHARES BIOTECH
464287556
1773706
12926
SH
SOLE
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0
582
ISHARES TR
ISHS 1-5YR INVS
464288646
1765673
34432
SH
SOLE
34432
0
0
ISHARES TR
AGGRES ALLOC ETF
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1423582
19379
SH
SOLE
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0
1745
ISHARES TR
GRWT ALLOCAT ETF
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1372683
24657
SH
SOLE
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0
1885
ISHARES TR
RUS 1000 GRW ETF
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1042159
3092
SH
SOLE
3062
0
30
ISHARES TR
RUS 1000 VAL ETF
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525688
2935
SH
SOLE
2888
0
47
ISHARES TR
SHRT NAT MUN ETF
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525117
5014
SH
SOLE
5014
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
252983
4165
SH
SOLE
4165
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
236588
1125
SH
SOLE
1125
0
0
JOHNSON & JOHNSON
COM
478160104
286641
1812
SH
SOLE
1812
0
0
JPMORGAN CHASE & CO
COM
46625H100
7207796
35985
SH
SOLE
34254
0
1731
LENNAR CORP
CL A
526057104
1018122
5920
SH
SOLE
0
0
5920
LOGITECH INTL S A
SHS
H50430232
4010390
44874
SH
SOLE
34579
0
10295
LOWES COS INC
COM
548661107
1274924
5005
SH
SOLE
460
0
4545
MANHATTAN ASSOCIATES INC
COM
562750109
3748446
14980
SH
SOLE
14557
0
423
MASTERCARD INCORPORATED
CL A
57636Q104
6153502
12778
SH
SOLE
12396
0
382
MCDONALDS CORP
COM
580135101
509202
1806
SH
SOLE
1706
0
100
MERCK & CO INC
COM
58933Y105
283297
2147
SH
SOLE
2122
0
25
META PLATFORMS INC
CL A
30303M102
7269619
14971
SH
SOLE
14352
0
619
MICROSOFT CORP
COM
594918104
8579323
20392
SH
SOLE
19809
0
583
NEOS ETF TRUST
FIS CHRISTIAN
78433H204
27223062
980100
SH
SOLE
939747
0
40353
NEOS ETF TRUST
NEOS ENH INC 1-3
78433H501
1214498
24387
SH
SOLE
23987
0
400
NETAPP INC
COM
64110D104
696581
6636
SH
SOLE
0
0
6636
NIKE INC
CL B
654106103
2495263
26551
SH
SOLE
25589
0
962
NORDSON CORP
COM
655663102
4042877
14726
SH
SOLE
14116
0
610
NOVO-NORDISK A S
ADR
670100205
5829874
45404
SH
SOLE
43375
0
2029
NVIDIA CORPORATION
COM
67066G104
2820915
3122
SH
SOLE
688
0
2434
OLD DOMINION FREIGHT LINE IN
COM
679580100
5215631
23782
SH
SOLE
19926
0
3856
ON SEMICONDUCTOR CORP
COM
682189105
4246263
57733
SH
SOLE
44102
0
13631
ORACLE CORP
COM
68389X105
5068615
40352
SH
SOLE
39094
0
1258
PALO ALTO NETWORKS INC
COM
697435105
1620110
5702
SH
SOLE
590
0
5112
PARKER-HANNIFIN CORP
COM
701094104
600254
1080
SH
SOLE
85
0
995
PEPSICO INC
COM
713448108
4010530
22916
SH
SOLE
22075
0
841
PFIZER INC
COM
717081103
2402651
86582
SH
SOLE
79915
0
6667
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
297800
2962
SH
SOLE
2962
0
0
PROGRESSIVE CORP
COM
743315103
3841682
18575
SH
SOLE
17971
0
604
RELX PLC
SPONSORED ADR
759530108
3791901
87593
SH
SOLE
68826
0
18767
REPUBLIC SVCS INC
COM
760759100
4237716
22136
SH
SOLE
18835
0
3301
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
8699615
243006
SH
SOLE
233269
0
9737
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
3347976
67993
SH
SOLE
58261
0
9732
SCHWAB STRATEGIC TR
US REIT ETF
808524847
995350
49032
SH
SOLE
45822
0
3210
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
678960
14760
SH
SOLE
14760
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
670752
8828
SH
SOLE
8828
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
578388
6238
SH
SOLE
6238
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
456495
11699
SH
SOLE
9424
0
2275
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
303772
6301
SH
SOLE
6301
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
268987
4406
SH
SOLE
4406
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
9312131
98635
SH
SOLE
93988
0
4647
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
9035610
61163
SH
SOLE
58344
0
2819
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
5380468
57923
SH
SOLE
55792
0
2131
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
5134481
24653
SH
SOLE
23043
0
1610
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
4124561
104340
SH
SOLE
99362
0
4978
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
1385705
18147
SH
SOLE
16181
0
1966
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
1332651
7247
SH
SOLE
7181
0
66
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
919438
21829
SH
SOLE
21580
0
249
SELECT SECTOR SPDR TR
INDL
81369Y704
716083
5685
SH
SOLE
5285
0
400
SERVICENOW INC
COM
81762P102
1048300
1375
SH
SOLE
2
0
1373
SKYWORKS SOLUTIONS INC
COM
83088M102
3144963
29034
SH
SOLE
22050
0
6984
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3495834
6683
SH
SOLE
6202
0
481
SPDR SER TR
BLOOMBERG EMERGI
78464A391
11429201
557522
SH
SOLE
529442
0
28080
SPDR SER TR
PORTFOLIO SHORT
78464A474
6346369
213180
SH
SOLE
199730
0
13450
SPDR SER TR
NUVEEN BLOOMBERG
78464A284
6290865
244876
SH
SOLE
235397
0
9479
STATE STR CORP
COM
857477103
330543
4275
SH
SOLE
4275
0
0
STRYKER CORPORATION
COM
863667101
611600
1709
SH
SOLE
107
0
1602
TENARIS S A
SPONSORED ADS
88031M109
3770824
96023
SH
SOLE
73139
0
22884
TJX COS INC NEW
COM
872540109
2327387
22948
SH
SOLE
22005
0
943
TOLL BROTHERS INC
COM
889478103
1810663
13996
SH
SOLE
115
0
13881
TOYOTA MOTOR CORP
ADS
892331307
2988197
11873
SH
SOLE
11313
0
560
TRACTOR SUPPLY CO
COM
892356106
877024
3351
SH
SOLE
3351
0
0
TREX CO INC
COM
89531P105
3899128
39089
SH
SOLE
37808
0
1281
TRIMBLE INC
COM
896239100
440223
6840
SH
SOLE
0
0
6840
UNILEVER PLC
SPON ADR NEW
904767704
2159375
43024
SH
SOLE
40632
0
2392
UNITED PARCEL SERVICE INC
CL B
911312106
269021
1810
SH
SOLE
1810
0
0
UNITED RENTALS INC
COM
911363109
876149
1215
SH
SOLE
1
0
1214
UNITEDHEALTH GROUP INC
COM
91324P102
4474562
9045
SH
SOLE
8726
0
319
VALVOLINE INC
COM
92047W101
3826380
85851
SH
SOLE
60084
0
25767
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
21872409
290085
SH
SOLE
274829
0
15256
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
1841825
25359
SH
SOLE
25359
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
1281616
16716
SH
SOLE
16716
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
5659829
22652
SH
SOLE
19512
0
3140
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
3581422
13780
SH
SOLE
13649
0
131
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
652406
7544
SH
SOLE
7529
0
15
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
236986
493
SH
SOLE
493
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
282240
6757
SH
SOLE
6673
0
84
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
1302849
25748
SH
SOLE
25748
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
1220339
15785
SH
SOLE
15456
0
329
VANGUARD STAR FDS
VG TL INTL STK F
921909768
3148866
52220
SH
SOLE
50266
0
1954
VANGUARD WORLD FD
INF TECH ETF
92204A702
744563
1420
SH
SOLE
1420
0
0
VANGUARD WORLD FD
ENERGY ETF
92204A306
652179
4952
SH
SOLE
4952
0
0
VISA INC
COM CL A
92826C839
1580989
5665
SH
SOLE
5426
0
239
ZOETIS INC
CL A
98978V103
863987
5106
SH
SOLE
997
0
4109