0001104659-23-112574.txt : 20231030
0001104659-23-112574.hdr.sgml : 20231030
20231030161432
ACCESSION NUMBER: 0001104659-23-112574
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231030
DATE AS OF CHANGE: 20231030
EFFECTIVENESS DATE: 20231030
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CAPITAL INSIGHT PARTNERS, LLC
CENTRAL INDEX KEY: 0001664385
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: 231360389
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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09-30-2023
09-30-2023
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
10-19-2023
0
161
440216616
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
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2278
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SOLE
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AGCO CORP
COM
001084102
320184
2707
SH
SOLE
2707
0
0
ALPHABET INC
CAP STK CL A
02079K305
6748582
51571
SH
SOLE
50219
0
1352
ALPHABET INC
CAP STK CL C
02079K107
846477
6420
SH
SOLE
6180
0
240
ALTRIA GROUP INC
COM
02209S103
273325
6500
SH
SOLE
6500
0
0
AMAZON COM INC
COM
023135106
3502665
27554
SH
SOLE
26950
0
604
AMERICOLD REALTY TRUST INC
COM
03064D108
286524
9422
SH
SOLE
9422
0
0
APPLE INC
COM
037833100
10810024
63139
SH
SOLE
61074
0
2065
ARCH CAP GROUP LTD
ORD
G0450A105
797100
10000
SH
SOLE
10000
0
0
ARES MANAGEMENT CORPORATION
CL A COM STK
03990B101
423413
4116
SH
SOLE
4116
0
0
BANK AMERICA CORP
COM
060505104
3625660
132420
SH
SOLE
127892
0
4528
BECTON DICKINSON & CO
COM
075887109
732416
2833
SH
SOLE
2833
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
332785
950
SH
SOLE
950
0
0
BLUE OWL CAPITAL INC
COM CL A
09581B103
260315
20086
SH
SOLE
20086
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0
BOOKING HOLDINGS INC
COM
09857L108
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1721
SH
SOLE
1664
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57
BUNGE LIMITED
COM
G16962105
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SH
SOLE
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CALIBERCOS INC
COM CL A
13000T109
225896
166100
SH
SOLE
166100
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0
CANADIAN PACIFIC KANSAS CITY
COM
13646K108
2375837
31929
SH
SOLE
31046
0
883
CASEYS GEN STORES INC
COM
147528103
4204488
15485
SH
SOLE
15056
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429
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
2362922
17729
SH
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0
564
CHEMED CORP NEW
COM
16359R103
4793713
9224
SH
SOLE
8961
0
263
CHEVRON CORP NEW
COM
166764100
360004
2135
SH
SOLE
1835
0
300
COCA COLA CO
COM
191216100
231534
4136
SH
SOLE
4136
0
0
COGENT COMMUNICATIONS HLDGS
COM NEW
19239V302
3544766
57266
SH
SOLE
55566
0
1700
COLGATE PALMOLIVE CO
COM
194162103
2040218
28691
SH
SOLE
27751
0
940
COMCAST CORP NEW
CL A
20030N101
3923558
88488
SH
SOLE
85875
0
2613
CONOCOPHILLIPS
COM
20825C104
425410
3551
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SOLE
3551
0
0
COSTCO WHSL CORP NEW
COM
22160K105
388693
688
SH
SOLE
688
0
0
CROWN CASTLE INC
COM
22822V101
281980
3064
SH
SOLE
3064
0
0
DATADOG INC
CL A COM
23804L103
260154
2856
SH
SOLE
2856
0
0
DEXCOM INC
COM
252131107
214217
2296
SH
SOLE
2296
0
0
DIAGEO PLC
SPON ADR NEW
25243Q205
1151372
7718
SH
SOLE
7500
0
218
DOMINOS PIZZA INC
COM
25754A201
281441
743
SH
SOLE
743
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
3346640
48306
SH
SOLE
46962
0
1344
ELI LILLY & CO
COM
532457108
1161813
2163
SH
SOLE
2163
0
0
ENERGIZER HLDGS INC NEW
COM
29272W109
262793
8202
SH
SOLE
8202
0
0
EOG RES INC
COM
26875P101
329830
2602
SH
SOLE
2602
0
0
EQUITABLE HLDGS INC
COM
29452E101
307635
10836
SH
SOLE
10836
0
0
EVEREST GROUP LTD
COM
G3223R108
255090
735
SH
SOLE
735
0
0
EXXON MOBIL CORP
COM
30231G102
525936
4473
SH
SOLE
4473
0
0
FACTSET RESH SYS INC
COM
303075105
4391840
10044
SH
SOLE
9822
0
222
FEDEX CORP
COM
31428X106
219354
828
SH
SOLE
828
0
0
FORD MTR CO DEL
COM
345370860
260820
21000
SH
SOLE
21000
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
281354
7545
SH
SOLE
7470
0
75
FTI CONSULTING INC
COM
302941109
2003010
11227
SH
SOLE
10901
0
326
GARTNER INC
COM
366651107
207885
605
SH
SOLE
605
0
0
GENTEX CORP
COM
371901109
2570888
79007
SH
SOLE
76699
0
2308
GFL ENVIRONMENTAL INC
SUB VTG SHS
36168Q104
730385
22997
SH
SOLE
22997
0
0
GRAND CANYON ED INC
COM
38526M106
305291
2612
SH
SOLE
2612
0
0
GRAPHIC PACKAGING HLDG CO
COM
388689101
635760
28535
SH
SOLE
28535
0
0
HDFC BANK LTD
SPONSORED ADS
40415F101
2503677
42428
SH
SOLE
41128
0
1300
HOME DEPOT INC
COM
437076102
3400811
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SH
SOLE
10923
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332
HONEYWELL INTL INC
COM
438516106
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25223
SH
SOLE
23657
0
1566
HUMANA INC
COM
444859102
713725
1467
SH
SOLE
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0
0
HUNTINGTON INGALLS INDS INC
COM
446413106
209900
1026
SH
SOLE
1026
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
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39456
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SOLE
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0
1054
INTUITIVE SURGICAL INC
COM NEW
46120E602
4255743
14560
SH
SOLE
14141
0
419
ISHARES INC
CORE MSCI EMKT
46434G103
336652
7074
SH
SOLE
7013
0
61
ISHARES TR
CORE US AGGBD ET
464287226
32238605
342818
SH
SOLE
328030
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14788
ISHARES TR
NATIONAL MUN ETF
464288414
23320673
227430
SH
SOLE
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0
7189
ISHARES TR
CORE 1 5 YR USD
46432F859
13672036
294783
SH
SOLE
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10052
ISHARES TR
CORE S&P500 ETF
464287200
12427705
28940
SH
SOLE
26923
0
2017
ISHARES TR
ISHS 5-10YR INVT
464288638
7990228
164239
SH
SOLE
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ISHARES TR
CORE MSCI TOTAL
46432F834
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102666
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ISHARES TR
GLB INFRASTR ETF
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3385365
78202
SH
SOLE
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2848
ISHARES TR
ISHS 1-5YR INVS
464288646
1800109
36125
SH
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0
ISHARES TR
ISHARES BIOTECH
464287556
1467970
12004
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540
ISHARES TR
GRWT ALLOCAT ETF
464289867
1416635
28671
SH
SOLE
26828
0
1843
ISHARES TR
AGGRES ALLOC ETF
464289859
1221866
19245
SH
SOLE
16574
0
2671
ISHARES TR
RUS 1000 GRW ETF
464287614
822442
3092
SH
SOLE
3062
0
30
ISHARES TR
SHRT NAT MUN ETF
464288158
633207
6156
SH
SOLE
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0
ISHARES TR
RUS 1000 VAL ETF
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3029
SH
SOLE
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ISHARES TR
INTRM GOV CR ETF
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272173
2686
SH
SOLE
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0
0
ISHARES TR
CORE S&P MCP ETF
464287507
212447
852
SH
SOLE
852
0
0
JOHNSON & JOHNSON
COM
478160104
4462238
28650
SH
SOLE
27798
0
852
JPMORGAN CHASE & CO
COM
46625H100
5197082
35837
SH
SOLE
34040
0
1797
LENNAR CORP
CL A
526057104
421985
3760
SH
SOLE
3760
0
0
LOGITECH INTL S A
SHS
H50430232
2765046
40108
SH
SOLE
39138
0
970
LOWES COS INC
COM
548661107
713515
3433
SH
SOLE
3383
0
50
MANHATTAN ASSOCIATES INC
COM
562750109
2996724
15161
SH
SOLE
14780
0
381
MANPOWERGROUP INC WIS
COM
56418H100
315643
4305
SH
SOLE
4305
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
4843959
12235
SH
SOLE
11884
0
351
MCDONALDS CORP
COM
580135101
473139
1796
SH
SOLE
1696
0
100
MERCK & CO INC
COM
58933Y105
226799
2203
SH
SOLE
2178
0
25
META PLATFORMS INC
CL A
30303M102
4467426
14881
SH
SOLE
14272
0
609
MICROSOFT CORP
COM
594918104
6248377
19789
SH
SOLE
19271
0
518
NEOS ETF TRUST
FIS CHRISTIAN
78433H204
22697438
975982
SH
SOLE
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0
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NEOS ETF TRUST
NEOS ENH INM CAS
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SH
SOLE
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NETAPP INC
COM
64110D104
317786
4188
SH
SOLE
4188
0
0
NICE LTD
SPONSORED ADR
653656108
323340
1902
SH
SOLE
1902
0
0
NIKE INC
CL B
654106103
2319264
24255
SH
SOLE
23411
0
844
NORDSON CORP
COM
655663102
3445968
15441
SH
SOLE
14916
0
525
NOVO-NORDISK A S
ADR
670100205
4020640
44212
SH
SOLE
42727
0
1485
NVIDIA CORPORATION
COM
67066G104
1586409
3647
SH
SOLE
3647
0
0
OLD DOMINION FREIGHT LINE IN
COM
679580100
4662151
11395
SH
SOLE
11104
0
291
ON SEMICONDUCTOR CORP
COM
682189105
4508726
48507
SH
SOLE
47177
0
1330
ORACLE CORP
COM
68389X105
4013309
37890
SH
SOLE
36779
0
1111
PALO ALTO NETWORKS INC
COM
697435105
920177
3925
SH
SOLE
3925
0
0
PARKER-HANNIFIN CORP
COM
701094104
247346
635
SH
SOLE
635
0
0
PEPSICO INC
COM
713448108
3692776
21794
SH
SOLE
21011
0
783
PFIZER INC
COM
717081103
2927552
88259
SH
SOLE
81603
0
6656
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
420689
4201
SH
SOLE
4201
0
0
POLARIS INC
COM
731068102
541841
5203
SH
SOLE
5203
0
0
PROGRESSIVE CORP
COM
743315103
2499739
17945
SH
SOLE
17384
0
561
RELX PLC
SPONSORED ADR
759530108
2665266
79088
SH
SOLE
76893
0
2195
REPUBLIC SVCS INC
COM
760759100
2804027
19676
SH
SOLE
19153
0
523
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
7380413
228850
SH
SOLE
221705
0
7145
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
2667531
64402
SH
SOLE
56103
0
8299
SCHWAB STRATEGIC TR
US REIT ETF
808524847
983137
55388
SH
SOLE
52178
0
3210
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
563703
8745
SH
SOLE
8745
0
0
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
532264
12034
SH
SOLE
12034
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
504168
6933
SH
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0
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
412046
8604
SH
SOLE
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369
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
377058
11103
SH
SOLE
9103
0
2000
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
229610
4606
SH
SOLE
4606
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
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91536
SH
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3146
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
4298335
54721
SH
SOLE
52860
0
1861
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
4196281
25598
SH
SOLE
24748
0
850
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
3980501
116833
SH
SOLE
112480
0
4353
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
2271618
17645
SH
SOLE
17057
0
588
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
1221309
17749
SH
SOLE
17003
0
746
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
1179823
7329
SH
SOLE
7263
0
66
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
738166
22254
SH
SOLE
22005
0
249
SELECT SECTOR SPDR TR
INDL
81369Y704
517038
5100
SH
SOLE
4700
0
400
SERVICENOW INC
COM
81762P102
485737
869
SH
SOLE
869
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
2405005
24394
SH
SOLE
23845
0
549
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3211970
7514
SH
SOLE
7033
0
481
SPDR SER TR
BLOOMBERG EMERGI
78464A391
10236326
516204
SH
SOLE
494630
0
21574
SPDR SER TR
PORTFOLIO SHORT
78464A474
5961314
203319
SH
SOLE
194911
0
8408
SPDR SER TR
NUVEEN BLOOMBERG
78464A284
5244617
220177
SH
SOLE
212959
0
7218
STATE STR CORP
COM
857477103
437182
6529
SH
SOLE
6529
0
0
STRYKER CORPORATION
COM
863667101
280376
1026
SH
SOLE
1026
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
234109
2694
SH
SOLE
2694
0
0
TENARIS S A
SPONSORED ADS
88031M109
2691278
85167
SH
SOLE
82397
0
2770
TJX COS INC NEW
COM
872540109
1815552
20427
SH
SOLE
19542
0
885
TOLL BROTHERS INC
COM
889478103
681320
9212
SH
SOLE
9212
0
0
TOYOTA MOTOR CORP
ADS
892331307
2020570
11241
SH
SOLE
10836
0
405
TRACTOR SUPPLY CO
COM
892356106
809967
3989
SH
SOLE
3989
0
0
TREX CO INC
COM
89531P105
2329121
37792
SH
SOLE
36597
0
1195
TRIMBLE INC
COM
896239100
232676
4320
SH
SOLE
4320
0
0
UNILEVER PLC
SPON ADR NEW
904767704
2157941
43683
SH
SOLE
42006
0
1677
UNITED PARCEL SERVICE INC
CL B
911312106
758464
4866
SH
SOLE
4866
0
0
UNITED RENTALS INC
COM
911363109
347654
782
SH
SOLE
782
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
4446956
8820
SH
SOLE
8561
0
259
VALVOLINE INC
COM
92047W101
2514882
78005
SH
SOLE
75934
0
2071
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
19926033
275564
SH
SOLE
264254
0
11310
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
1849934
24610
SH
SOLE
24610
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
1835843
26309
SH
SOLE
26309
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
4411357
21184
SH
SOLE
18331
0
2853
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2992433
14088
SH
SOLE
13957
0
131
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
577967
7639
SH
SOLE
7624
0
15
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
2431335
62454
SH
SOLE
60294
0
2160
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
398060
10152
SH
SOLE
10068
0
84
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
1312313
27283
SH
SOLE
27283
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
1322791
17602
SH
SOLE
17273
0
329
VANGUARD STAR FDS
VG TL INTL STK F
921909768
3078685
57524
SH
SOLE
56108
0
1416
VANGUARD WORLD FDS
ENERGY ETF
92204A306
627617
4952
SH
SOLE
4952
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
589158
1420
SH
SOLE
1420
0
0
VISA INC
COM CL A
92826C839
1321638
5746
SH
SOLE
5507
0
239
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
602846
5372
SH
SOLE
5372
0
0
ZOETIS INC
CL A
98978V103
629286
3617
SH
SOLE
3617
0
0