CAPITAL INSIGHT PARTNERS LLC
Q4 2023 Form 13-F
SCOTTSDALE, ARIZONA
CIK 0001664385
· CRD 147165
· SEC-registered investment adviser
$488.9M Reported Value Total
CAPITAL INSIGHT PARTNERS, LLC reports 971 total accounts under management (AUM). There are 957 discretionary accounts valued at $722,058,580, and 14 non-discretionary accounts valued at $14,897,685.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered
Exempt Reporting Adviser
Discretionary & Non-Discretionary
Source: Form ADV filed 2025-04-01
Reported value
$488.9M
Quarter over quarter
+8.6%
Holdings
161
Top-10 concentration
35.8%
Key People
Form ADV owners & control persons
Kristen Lee Nelson
MANAGING MEMBER
Steven Thomas Nelson
MANAGING MEMBER
Susan Christine Anastasiadis
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
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Q4 2023 13F record
Q4 2023 13F filing summary
| Period of report | December 31, 2023 |
|---|---|
| Filed | January 24, 2024 |
| Form | 13F-HR |
| Reported value | $488.9M |
| Positions | 161 |
| Change in reported value | +11.1% |
| New positions | 10 |
| Exited positions | 10 |
| Position turnover | 11.7% |
| Top-10 concentration | 35.8% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q1 2026 13F
Filed Apr 15, 2026
|
0 | $0 |
|
Q4 2025 13F
Filed Feb 17, 2026
|
134 | $472.5M |
|
Q3 2025 13F
Filed Oct 14, 2025
|
163 | $604.0M |
|
Q2 2025 13F
Filed Jul 17, 2025
|
162 | $575.4M |
|
Q1 2025 13F
Filed Apr 30, 2025
|
158 | $573.1M |
|
Q4 2024 13F
Filed Jan 24, 2025
|
156 | $578.5M |
|
Q3 2024 13F
Filed Oct 9, 2024
|
157 | $571.3M |
|
Q2 2024 13F
Filed Jul 24, 2024
|
157 | $529.9M |
|
Q1 2024 13F
Filed Apr 16, 2024
|
162 | $535.2M |
|
Q4 2023 13F
Filed Jan 24, 2024
|
161 | $488.9M |
|
Q3 2023 13F
Filed Oct 30, 2023
|
161 | $440.2M |
|
Q2 2023 13F
Filed Jul 24, 2023
|
171 | $447.0M |
|
Q1 2023 13F
Filed Apr 28, 2023
|
163 | $425.4M |
|
Q4 2022 13F
Filed Feb 7, 2023
|
157 | $385.6M |
|
Q3 2022 13F
Filed Oct 20, 2022
|
143 | $371.1M |
|
Q2 2022 13F
Filed Jul 20, 2022
|
153 | $428.3M |
|
Q1 2022 13F
Filed Apr 21, 2022
|
164 | $490.2M |
|
Q4 2021 13F
Filed Jan 20, 2022
|
152 | $491.3M |
|
Q3 2021 13F
Filed Oct 13, 2021
|
151 | $460.1M |
|
Q2 2021 13F
Filed Aug 2, 2021
|
150 | $442.7M |
24 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AGG ISHARES TR | $34.3M | 7.02% |
| 2 | PRAY NEOS ETF TRUST | $25.6M | 5.23% |
| 3 | MUB ISHARES TR | $25.3M | 5.18% |
| 4 | BIV VANGUARD BD INDEX FDS | $21.4M | 4.37% |
| 5 | ISTB ISHARES TR | $14.3M | 2.92% |
| 6 | IVV ISHARES TR | $13.9M | 2.85% |
| 7 | AAPL APPLE INC | $12.3M | 2.51% |
| 8 | EBND SPDR SER TR | $11.1M | 2.28% |
| 9 | IGIB ISHARES TR | $8.7M | 1.78% |
| 10 | SCHC SCHWAB STRATEGIC TR | $8.2M | 1.67% |
| 11 | XLE SELECT SECTOR SPDR TR | $8.0M | 1.63% |
| 12 | MSFT MICROSOFT CORP | $7.6M | 1.55% |
| 13 | GOOGL ALPHABET INC | $7.2M | 1.47% |
| 14 | IXUS ISHARES TR | $6.7M | 1.37% |
| 15 | BKNG BOOKING HOLDINGS INC | $6.4M | 1.3% |
| 16 | JPM JPMORGAN CHASE & CO | $6.2M | 1.27% |
| 17 | SPSB SPDR SER TR | $6.1M | 1.25% |
| 18 | HYMB SPDR SER TR | $5.9M | 1.2% |
| 19 | CHE CHEMED CORP NEW | $5.4M | 1.11% |
| 20 | HON HONEYWELL INTL INC | $5.4M | 1.1% |
Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.