0001104659-24-006165.txt : 20240124
0001104659-24-006165.hdr.sgml : 20240124
20240124121033
ACCESSION NUMBER: 0001104659-24-006165
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240124
DATE AS OF CHANGE: 20240124
EFFECTIVENESS DATE: 20240124
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: 24555259
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
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false
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0001664385
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12-31-2023
12-31-2023
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
01-23-2023
0
161
488931413
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
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2778
SH
SOLE
2278
0
500
AFLAC INC
COM
001055102
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15750
SH
SOLE
10500
0
5250
AGCO CORP
COM
001084102
366052
3015
SH
SOLE
3015
0
0
ALPHABET INC
CAP STK CL A
02079K305
7194594
51504
SH
SOLE
49933
0
1571
ALPHABET INC
CAP STK CL C
02079K107
882222
6260
SH
SOLE
6020
0
240
ALTRIA GROUP INC
COM
02209S103
262210
6500
SH
SOLE
6500
0
0
AMAZON COM INC
COM
023135106
4389547
28890
SH
SOLE
28148
0
742
AMERICAN TOWER CORP NEW
COM
03027X100
483788
2241
SH
SOLE
2241
0
0
AMERICOLD REALTY TRUST INC
COM
03064D108
317412
10486
SH
SOLE
10486
0
0
APPLE INC
COM
037833100
12262038
63689
SH
SOLE
61311
0
2378
ARCH CAP GROUP LTD
ORD
G0450A105
742700
10000
SH
SOLE
10000
0
0
ARES MANAGEMENT CORPORATION
CL A COM STK
03990B101
534427
4494
SH
SOLE
4494
0
0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
2994376
3956
SH
SOLE
3799
0
157
BANK AMERICA CORP
COM
060505104
4537235
134756
SH
SOLE
127419
0
7337
BECTON DICKINSON & CO
COM
075887109
654684
2685
SH
SOLE
2685
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
267495
750
SH
SOLE
750
0
0
BLUE OWL CAPITAL INC
COM CL A
09581B103
333284
22368
SH
SOLE
22368
0
0
BOOKING HOLDINGS INC
COM
09857L108
6363713
1794
SH
SOLE
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0
67
BROADCOM INC
COM
11135F101
408548
366
SH
SOLE
348
0
18
BUNGE GLOBAL SA
COM SHS
H11356104
522720
5178
SH
SOLE
5178
0
0
CALIBERCOS INC
COM CL A
13000T109
147075
114011
SH
SOLE
114011
0
0
CANADIAN PACIFIC KANSAS CITY
COM
13646K108
2651910
33543
SH
SOLE
32480
0
1063
CASEYS GEN STORES INC
COM
147528103
4458481
16228
SH
SOLE
15718
0
510
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
2888801
18907
SH
SOLE
18231
0
676
CHEMED CORP NEW
COM
16359R103
5421802
9272
SH
SOLE
8958
0
314
CHEVRON CORP NEW
COM
166764100
307568
2062
SH
SOLE
1762
0
300
COCA COLA CO
COM
191216100
242674
4118
SH
SOLE
4118
0
0
COGENT COMMUNICATIONS HLDGS
COM NEW
19239V302
4427529
58211
SH
SOLE
56108
0
2103
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
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11906
SH
SOLE
11906
0
0
COLGATE PALMOLIVE CO
COM
194162103
2308482
28961
SH
SOLE
27857
0
1104
COMCAST CORP NEW
CL A
20030N101
3829596
87334
SH
SOLE
84065
0
3269
CONOCOPHILLIPS
COM
20825C104
521271
4491
SH
SOLE
3891
0
600
COSTCO WHSL CORP NEW
COM
22160K105
500341
758
SH
SOLE
758
0
0
DANAHER CORPORATION
COM
235851102
461061
1993
SH
SOLE
1993
0
0
DATADOG INC
CL A COM
23804L103
385746
3178
SH
SOLE
3178
0
0
DEXCOM INC
COM
252131107
316182
2548
SH
SOLE
2548
0
0
DIAGEO PLC
SPON ADR NEW
25243Q205
1181449
8111
SH
SOLE
7840
0
271
DOMINOS PIZZA INC
COM
25754A201
340915
827
SH
SOLE
827
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
3804494
49895
SH
SOLE
48213
0
1682
ELI LILLY & CO
COM
532457108
1077237
1848
SH
SOLE
1848
0
0
ENERGIZER HLDGS INC NEW
COM
29272W109
289112
9126
SH
SOLE
9126
0
0
EOG RES INC
COM
26875P101
350272
2896
SH
SOLE
2896
0
0
EQUITABLE HLDGS INC
COM
29452E101
401865
12068
SH
SOLE
12068
0
0
EVEREST GROUP LTD
COM
G3223R108
454704
1286
SH
SOLE
1286
0
0
EXXON MOBIL CORP
COM
30231G102
460908
4610
SH
SOLE
4060
0
550
FACTSET RESH SYS INC
COM
303075105
4911707
10296
SH
SOLE
10028
0
268
FORD MTR CO DEL
COM
345370860
255990
21000
SH
SOLE
21000
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
426126
10010
SH
SOLE
8310
0
1700
FTI CONSULTING INC
COM
302941109
2293213
11515
SH
SOLE
11104
0
411
GENTEX CORP
COM
371901109
2644775
80979
SH
SOLE
78219
0
2760
GFL ENVIRONMENTAL INC
SUB VTG SHS
36168Q104
875450
25368
SH
SOLE
25368
0
0
GLOBAL X FDS
US INFR DEV ETF
37954Y673
213963
6209
SH
SOLE
6209
0
0
GRAND CANYON ED INC
COM
38526M106
383709
2906
SH
SOLE
2906
0
0
GRAPHIC PACKAGING HLDG CO
COM
388689101
772408
31335
SH
SOLE
31335
0
0
HDFC BANK LTD
SPONSORED ADS
40415F101
3019950
45000
SH
SOLE
43382
0
1618
HOME DEPOT INC
COM
437076102
3935076
11355
SH
SOLE
10933
0
422
HONEYWELL INTL INC
COM
438516106
5359349
25556
SH
SOLE
23806
0
1750
HUMANA INC
COM
444859102
735701
1607
SH
SOLE
1607
0
0
HUNTINGTON INGALLS INDS INC
COM
446413106
295471
1138
SH
SOLE
1138
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
5197306
40468
SH
SOLE
39189
0
1279
INTUITIVE SURGICAL INC
COM NEW
46120E602
5340072
15829
SH
SOLE
15343
0
486
ISHARES INC
CORE MSCI EMKT
46434G103
279354
5523
SH
SOLE
5523
0
0
ISHARES TR
CORE US AGGBD ET
464287226
34315688
345750
SH
SOLE
327735
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18015
ISHARES TR
NATIONAL MUN ETF
464288414
25339754
233740
SH
SOLE
225746
0
7994
ISHARES TR
CORE 1 5 YR USD
46432F859
14278701
300225
SH
SOLE
288270
0
11955
ISHARES TR
CORE S&P500 ETF
464287200
13930079
29165
SH
SOLE
26990
0
2175
ISHARES TR
ISHS 5-10YR INVT
464288638
8703812
167381
SH
SOLE
157454
0
9927
ISHARES TR
CORE MSCI TOTAL
46432F834
6681427
102902
SH
SOLE
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0
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ISHARES TR
GLB INFRASTR ETF
464288372
3639883
77362
SH
SOLE
73810
0
3552
ISHARES TR
ISHS 1-5YR INVS
464288646
1790421
34918
SH
SOLE
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0
ISHARES TR
ISHARES BIOTECH
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SH
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ISHARES TR
GRWT ALLOCAT ETF
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1535158
28862
SH
SOLE
26987
0
1875
ISHARES TR
AGGRES ALLOC ETF
464289859
1373819
19896
SH
SOLE
17221
0
2675
ISHARES TR
RUS 1000 GRW ETF
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937402
3092
SH
SOLE
3062
0
30
ISHARES TR
SHRT NAT MUN ETF
464288158
512917
4865
SH
SOLE
4865
0
0
ISHARES TR
RUS 1000 VAL ETF
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500543
3029
SH
SOLE
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47
ISHARES TR
INTRM GOV CR ETF
464288612
284005
2711
SH
SOLE
2711
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
225799
1125
SH
SOLE
1125
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
225046
812
SH
SOLE
812
0
0
JOHNSON & JOHNSON
COM
478160104
4458940
28448
SH
SOLE
27410
0
1038
JPMORGAN CHASE & CO
COM
46625H100
6186197
36368
SH
SOLE
34349
0
2019
LENNAR CORP
CL A
526057104
622988
4180
SH
SOLE
4180
0
0
LOGITECH INTL S A
SHS
H50430232
3915427
41189
SH
SOLE
40026
0
1163
LOWES COS INC
COM
548661107
828109
3721
SH
SOLE
3671
0
50
MANHATTAN ASSOCIATES INC
COM
562750109
3202670
14874
SH
SOLE
14418
0
456
MASTERCARD INCORPORATED
CL A
57636Q104
5333082
12504
SH
SOLE
12090
0
414
MCDONALDS CORP
COM
580135101
532532
1796
SH
SOLE
1696
0
100
MERCK & CO INC
COM
58933Y105
235048
2156
SH
SOLE
2131
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25
META PLATFORMS INC
CL A
30303M102
5297366
14966
SH
SOLE
14234
0
732
MICROSOFT CORP
COM
594918104
7593000
20192
SH
SOLE
19549
0
643
NEOS ETF TRUST
FIS CHRISTIAN
78433H204
25552264
993602
SH
SOLE
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0
23433
NEOS ETF TRUST
NEOS ENH INM CAS
78433H501
1171453
23464
SH
SOLE
23464
0
0
NETAPP INC
COM
64110D104
411179
4664
SH
SOLE
4664
0
0
NIKE INC
CL B
654106103
2681679
24700
SH
SOLE
23661
0
1039
NORDSON CORP
COM
655663102
4189050
15858
SH
SOLE
15219
0
639
NOVO-NORDISK A S
ADR
670100205
4627319
44730
SH
SOLE
42996
0
1734
NVIDIA CORPORATION
COM
67066G104
1702567
3438
SH
SOLE
3438
0
0
OLD DOMINION FREIGHT LINE IN
COM
679580100
4650352
11473
SH
SOLE
11129
0
344
ON SEMICONDUCTOR CORP
COM
682189105
4397771
52649
SH
SOLE
50898
0
1751
ORACLE CORP
COM
68389X105
4057790
38488
SH
SOLE
37080
0
1408
PALO ALTO NETWORKS INC
COM
697435105
1252356
4247
SH
SOLE
4247
0
0
PARKER-HANNIFIN CORP
COM
701094104
324794
705
SH
SOLE
705
0
0
PEPSICO INC
COM
713448108
3738688
22013
SH
SOLE
21061
0
952
PFIZER INC
COM
717081103
2566974
89162
SH
SOLE
81802
0
7360
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
320426
3211
SH
SOLE
3211
0
0
PROGRESSIVE CORP
COM
743315103
2877394
18065
SH
SOLE
17410
0
655
RELX PLC
SPONSORED ADR
759530108
3228721
81410
SH
SOLE
78838
0
2572
REPUBLIC SVCS INC
COM
760759100
3291769
19961
SH
SOLE
19340
0
621
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
8168447
234120
SH
SOLE
225319
0
8801
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
3051941
64605
SH
SOLE
55909
0
8696
SCHWAB STRATEGIC TR
US REIT ETF
808524847
1039311
50184
SH
SOLE
46974
0
3210
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
676084
14502
SH
SOLE
14502
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
611553
8724
SH
SOLE
8724
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
566617
6830
SH
SOLE
6830
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
422232
11424
SH
SOLE
9424
0
2000
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
305284
6301
SH
SOLE
6301
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
245283
4406
SH
SOLE
4406
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
7954572
94878
SH
SOLE
90869
0
4009
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
5086293
37295
SH
SOLE
35805
0
1490
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
4811808
24999
SH
SOLE
23994
0
1005
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
4759361
55639
SH
SOLE
53353
0
2286
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
4179300
104326
SH
SOLE
99040
0
5286
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
1307280
7311
SH
SOLE
7199
0
112
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
1270178
17634
SH
SOLE
16713
0
921
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
835811
22229
SH
SOLE
21580
0
649
SELECT SECTOR SPDR TR
INDL
81369Y704
581349
5100
SH
SOLE
4637
0
463
SERVICENOW INC
COM
81762P102
683176
967
SH
SOLE
967
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
2923145
26002
SH
SOLE
25285
0
717
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3428648
7213
SH
SOLE
6674
0
539
SPDR SER TR
BLOOMBERG EMERGI
78464A391
11148048
524861
SH
SOLE
499555
0
25306
SPDR SER TR
PORTFOLIO SHORT
78464A474
6095788
204694
SH
SOLE
195299
0
9395
SPDR SER TR
NUVEEN BLOOMBERG
78464A284
5889714
232795
SH
SOLE
224346
0
8449
STATE STR CORP
COM
857477103
378315
4884
SH
SOLE
4884
0
0
STRYKER CORPORATION
COM
863667101
340786
1138
SH
SOLE
1138
0
0
TENARIS S A
SPONSORED ADS
88031M109
2970868
85468
SH
SOLE
82312
0
3156
TJX COS INC NEW
COM
872540109
2034177
21684
SH
SOLE
20690
0
994
TOLL BROTHERS INC
COM
889478103
1049075
10206
SH
SOLE
10206
0
0
TOYOTA MOTOR CORP
ADS
892331307
2122807
11576
SH
SOLE
11069
0
507
TRACTOR SUPPLY CO
COM
892356106
720566
3351
SH
SOLE
3351
0
0
TREX CO INC
COM
89531P105
3155873
38119
SH
SOLE
36759
0
1360
TRIMBLE INC
COM
896239100
255892
4810
SH
SOLE
4810
0
0
UNILEVER PLC
SPON ADR NEW
904767704
2085998
43028
SH
SOLE
40974
0
2054
UNITED PARCEL SERVICE INC
CL B
911312106
758635
4825
SH
SOLE
4825
0
0
UNITED RENTALS INC
COM
911363109
496582
866
SH
SOLE
866
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
4587134
8713
SH
SOLE
8403
0
310
VALVOLINE INC
COM
92047W101
2957584
78701
SH
SOLE
76095
0
2606
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
21356078
279603
SH
SOLE
265663
0
13940
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
1927010
26200
SH
SOLE
26200
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
1383511
17963
SH
SOLE
17963
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
5032469
21632
SH
SOLE
18667
0
2965
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
3341956
14088
SH
SOLE
13957
0
131
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
666588
7544
SH
SOLE
7529
0
15
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
215343
493
SH
SOLE
493
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
315936
7687
SH
SOLE
7603
0
84
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
1313619
25732
SH
SOLE
25732
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
1270029
16415
SH
SOLE
15809
0
606
VANGUARD STAR FDS
VG TL INTL STK F
921909768
3243732
55965
SH
SOLE
53554
0
2411
VANGUARD WORLD FDS
INF TECH ETF
92204A702
687280
1420
SH
SOLE
1420
0
0
VANGUARD WORLD FDS
ENERGY ETF
92204A306
580771
4952
SH
SOLE
4952
0
0
VISA INC
COM CL A
92826C839
1489463
5721
SH
SOLE
5409
0
312
ZOETIS INC
CL A
98978V103
771915
3911
SH
SOLE
3911
0
0