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 X0202 13F-HR LIVE false false false 0001664385 XXXXXXXX 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 4010953 4133 SH SOLE 3966 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 9084851 176063 SH SOLE 164846 0 11217 ISHARES TR CORE MSCI TOTAL 46432F834 7468808 110062 SH SOLE 101007 0 9055 ISHARES TR GLB INFRASTR ETF 464288372 3640169 76442 SH SOLE 73303 0 3139 ISHARES TR ISHARES BIOTECH 464287556 1773706 12926 SH SOLE 12344 0 582 ISHARES TR ISHS 1-5YR INVS 464288646 1765673 34432 SH SOLE 34432 0 0 ISHARES TR AGGRES ALLOC ETF 464289859 1423582 19379 SH SOLE 17634 0 1745 ISHARES TR GRWT ALLOCAT ETF 464289867 1372683 24657 SH SOLE 22772 0 1885 ISHARES TR RUS 1000 GRW ETF 464287614 1042159 3092 SH SOLE 3062 0 30 ISHARES TR RUS 1000 VAL ETF 464287598 525688 2935 SH SOLE 2888 0 47 ISHARES TR SHRT NAT MUN ETF 464288158 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