Capital Insight Partners 13F annual report
Capital Insight Partners is an investment fund managing more than $530 billion ran by Susan Anastasiadis. There are currently 117 companies in Mrs. Anastasiadis’s portfolio. The largest investments include Ishares Tr and NEOS ETF Trust, together worth $144 billion.
$530 billion Assets Under Management (AUM)
As of 17th July 2024, Capital Insight Partners’s top holding is 1,366,742 shares of Ishares Tr currently worth over $116 billion and making up 22.0% of the portfolio value.
In addition, the fund holds 974,528 shares of NEOS ETF Trust worth $27.7 billion, whose value grew 1.3% in the past six months.
The third-largest holding is Vanguard Bd Index Fds worth $21.7 billion and the next is Apple Inc worth $12.7 billion, with 60,371 shares owned.
Currently, Capital Insight Partners's portfolio is worth at least $530 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Capital Insight Partners
The Capital Insight Partners office and employees reside in Scottsdale, Arizona. According to the last 13-F report filed with the SEC, Susan Anastasiadis serves as the Member at Capital Insight Partners.
Recent trades
In the most recent 13F filing, Capital Insight Partners revealed that it had opened a new position in
Vanguard Scottsdale Fds and bought 142,735 shares worth $6.48 billion.
The investment fund also strengthened its position in Select Sector Spdr Tr by buying
94,874 additional shares.
This makes their stake in Select Sector Spdr Tr total 494,496 shares worth $44.2 billion.
On the other hand, there are companies that Capital Insight Partners is getting rid of from its portfolio.
Capital Insight Partners closed its position in Pepsico Inc on 24th July 2024.
It sold the previously owned 22,916 shares for $4.01 billion.
Susan Anastasiadis also disclosed a decreased stake in Ishares Tr by approximately 0.1%.
This leaves the value of the investment at $116 billion and 1,366,742 shares.
One of the average hedge funds
The two most similar investment funds to Capital Insight Partners are Wellington Shields Capital Management and Ithaka Group. They manage $530 billion and $530 billion respectively.
Susan Anastasiadis investment strategy
Capital Insight Partners’s portfolio is diversified across 11 sectors.
Currently, their heaviest sector is Technology — making up 10.1% of
the total portfolio value.
The fund focuses on investments in the United States as
50.4% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
46% of the total holdings value.
On the other hand, small-cap stocks make up only 1.7% of the portfolio.
The average market cap of the portfolio companies is close to $199 billion.
The complete list of Capital Insight Partners trades based on 13F SEC filings
These positions were updated on July 24th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
3.03%
1,366,742
|
$116,318,547,000 | 21.95% |
| NEOS ETF Trust |
2.98%
974,528
|
$27,679,471,000 | 5.22% |
| Vanguard Bd Index Fds |
12.76%
289,764
|
$21,660,077,000 | 4.09% |
| Apple Inc |
7.36%
60,371
|
$12,715,334,000 | 2.40% |
| Select Sector Spdr Tr |
23.74%
494,496
|
$44,216,030,000 | 8.34% |
| Microsoft Corporation |
4.86%
19,400
|
$8,670,830,000 | 1.64% |
| Alphabet Inc |
8.23%
52,606
|
$9,588,919,000 | 1.81% |
| Schwab Strategic Tr |
1.56%
394,309
|
$15,205,251,000 | 2.87% |
| Intuitive Surgical Inc |
0.71%
17,445
|
$7,760,409,000 | 1.46% |
| Meta Platforms Inc |
1.23%
14,787
|
$7,455,902,000 | 1.41% |
| JPMorgan Chase & Co. |
5.59%
33,973
|
$6,871,379,000 | 1.30% |
| Booking Holdings Inc |
4.27%
1,728
|
$6,845,472,000 | 1.29% |
| Caseys Gen Stores Inc |
3.27%
17,253
|
$6,583,055,000 | 1.24% |
| Vanguard Scottsdale Fds |
Opened
142,735
|
$6,480,169,000 | 1.22% |
| Ishares Tr |
Opened
82,269
|
$6,971,852,000 | 1.32% |
| Spdr Ser Tr |
30.18%
709,054
|
$17,549,122,000 | 3.31% |
| Novo-nordisk A S |
2.49%
44,275
|
$6,319,814,000 | 1.19% |
| NVIDIA Corp |
1,524.54%
50,718
|
$6,265,702,000 | 1.18% |
| Intercontinental Exchange In |
1.46%
41,902
|
$5,735,965,000 | 1.08% |
| Vanguard Index Fds |
1.09%
43,984
|
$9,903,386,000 | 1.87% |
| Oracle Corp. |
4.29%
38,619
|
$5,453,003,000 | 1.03% |
| Mastercard Incorporated |
4.22%
12,239
|
$5,399,358,000 | 1.02% |
| Honeywell International Inc |
3.87%
24,908
|
$5,318,855,000 | 1.00% |
| Chemed Corp. |
1.93%
9,780
|
$5,306,433,000 | 1.00% |
| Edwards Lifesciences Corp |
0.81%
56,038
|
$5,176,231,000 | 0.98% |
| Amazon.com Inc. |
11.79%
26,690
|
$5,157,843,000 | 0.97% |
| Bank America Corp |
7.75%
123,784
|
$4,922,890,000 | 0.93% |
| Factset Resh Sys Inc |
1.92%
10,857
|
$4,432,588,000 | 0.84% |
| Logitech Intl S A |
0.84%
45,253
|
$4,384,111,000 | 0.83% |
| Republic Svcs Inc |
1.21%
22,404
|
$4,353,994,000 | 0.82% |
| Unitedhealth Group Inc |
5.63%
8,536
|
$4,347,044,000 | 0.82% |
| Asml Holding N V |
0.53%
4,155
|
$4,249,444,000 | 0.80% |
| Old Dominion Freight Line In |
2.51%
23,186
|
$4,094,648,000 | 0.77% |
| Pepsico Inc |
Closed
22,916
|
$4,010,530,000 | |
| Home Depot, Inc. |
1.37%
11,523
|
$3,966,678,000 | 0.75% |
| ON Semiconductor Corp. |
0.44%
57,477
|
$3,940,049,000 | 0.74% |
| RELX Plc |
2.96%
84,998
|
$3,899,709,000 | 0.74% |
| Valvoline Inc |
1.70%
87,311
|
$3,771,836,000 | 0.71% |
| Check Point Software Tech Lt |
3.98%
22,278
|
$3,675,870,000 | 0.69% |
| Progressive Corp. |
6.35%
17,395
|
$3,613,116,000 | 0.68% |
| Spdr S&p 500 Etf Tr |
0.87%
6,625
|
$3,605,427,000 | 0.68% |
| Manhattan Associates, Inc. |
4.23%
14,347
|
$3,539,118,000 | 0.67% |
| Cogent Communications Hldgs |
0.78%
62,621
|
$3,534,330,000 | 0.67% |
| Nordson Corp. |
1.82%
14,458
|
$3,353,389,000 | 0.63% |
| Comcast Corp New |
3.02%
85,349
|
$3,342,267,000 | 0.63% |
| Skyworks Solutions, Inc. |
0.38%
29,144
|
$3,106,168,000 | 0.59% |
| Tenaris S.A. |
5.29%
101,098
|
$3,085,511,000 | 0.58% |
| HDFC Bank Ltd. |
4.01%
47,848
|
$3,078,062,000 | 0.58% |
| Gentex Corp. |
1.01%
89,662
|
$3,022,507,000 | 0.57% |
| Vanguard Star Fds |
6.21%
48,977
|
$2,953,314,000 | 0.56% |
| Canadian Pacific Kansas City |
0.92%
36,494
|
$2,873,173,000 | 0.54% |
| TREX Co., Inc. |
4.03%
37,514
|
$2,780,538,000 | 0.52% |
| Colgate-Palmolive Co. |
Closed
29,364
|
$2,644,229,000 | |
| FTI Consulting Inc. |
2.30%
12,088
|
$2,605,327,000 | 0.49% |
| Tjx Cos Inc New |
1.49%
23,289
|
$2,564,119,000 | 0.48% |
| Novartis AG |
Opened
22,615
|
$2,407,593,000 | 0.45% |
| Toyota Motor Corporation |
1.09%
11,743
|
$2,406,963,000 | 0.45% |
| Pfizer Inc. |
Closed
86,582
|
$2,402,651,000 | |
| Unilever plc |
1.24%
42,491
|
$2,336,581,000 | 0.44% |
| Nike, Inc. |
4.01%
27,616
|
$2,081,418,000 | 0.39% |
| Palo Alto Networks Inc |
2.37%
5,837
|
$1,978,802,000 | 0.37% |
| Toll Brothers Inc. |
2.54%
14,351
|
$1,652,949,000 | 0.31% |
| Visa Inc |
2.35%
5,798
|
$1,521,802,000 | 0.29% |
| GFL Environmental Inc. |
2.35%
35,650
|
$1,387,855,000 | 0.26% |
| Eli Lilly & Co |
4.72%
1,514
|
$1,370,746,000 | 0.26% |
| Vanguard Mun Bd Fds |
5.94%
24,219
|
$1,213,615,000 | 0.23% |
| Vanguard Scottsdale Fds |
2.74%
15,353
|
$1,186,404,000 | 0.22% |
| Graphic Packaging Hldg Co |
1.99%
43,660
|
$1,144,329,000 | 0.22% |
| Diageo plc |
Closed
7,685
|
$1,143,067,000 | |
| Lowes Cos Inc |
2.30%
5,120
|
$1,128,756,000 | 0.21% |
| ServiceNow Inc |
2.55%
1,410
|
$1,109,205,000 | 0.21% |
| Arch Cap Group Ltd |
No change
10,000
|
$1,008,900,000 | 0.19% |
| Costco Whsl Corp New |
12.25%
1,182
|
$1,004,689,000 | 0.19% |
| HCA Healthcare Inc |
Opened
3,061
|
$983,439,000 | 0.19% |
| Lennar Corp. |
2.53%
6,070
|
$909,711,000 | 0.17% |
| Zoetis Inc |
2.06%
5,211
|
$903,379,000 | 0.17% |
| Tractor Supply Co. |
1.70%
3,294
|
$889,380,000 | 0.17% |
| Netapp Inc |
2.56%
6,806
|
$876,613,000 | 0.17% |
| Bunge Global SA |
2.08%
8,114
|
$866,332,000 | 0.16% |
| Broadcom Inc |
20.98%
519
|
$833,271,000 | 0.16% |
| United Rentals, Inc. |
2.47%
1,245
|
$805,179,000 | 0.15% |
| Danaher Corp. |
4.22%
3,089
|
$771,787,000 | 0.15% |
| Humana Inc. |
Closed
2,157
|
$747,876,000 | |
| Equitable Holdings, Inc. |
2.56%
17,612
|
$719,627,000 | 0.14% |
| Everest Group Ltd |
2.48%
1,856
|
$707,174,000 | 0.13% |
| Vanguard World Fd |
5.48%
6,023
|
$1,307,179,000 | 0.25% |
| Aflac Inc. |
2.53%
7,693
|
$687,062,000 | 0.13% |
| Conocophillips |
2.47%
5,592
|
$639,613,000 | 0.12% |
| Dominos Pizza Inc |
2.55%
1,205
|
$622,178,000 | 0.12% |
| Stryker Corp. |
4.68%
1,789
|
$608,708,000 | 0.11% |
| Corpay Inc |
2.50%
2,255
|
$600,755,000 | 0.11% |
| Datadog Inc |
2.55%
4,629
|
$600,336,000 | 0.11% |
| Grand Canyon Ed Inc |
2.55%
4,229
|
$591,680,000 | 0.11% |
| Freeport-McMoRan Inc |
2.54%
12,113
|
$588,692,000 | 0.11% |
| Parker-Hannifin Corp. |
7.13%
1,157
|
$585,223,000 | 0.11% |
| American Tower Corp. |
2.04%
2,997
|
$582,557,000 | 0.11% |
| Blue Owl Capital Inc |
2.56%
32,637
|
$579,307,000 | 0.11% |
| Cognizant Technology Solutio |
2.55%
8,446
|
$574,328,000 | 0.11% |
| Eog Res Inc |
2.55%
4,219
|
$531,046,000 | 0.10% |
| Ishares Tr |
Closed
2,935
|
$525,688,000 | |
| Becton Dickinson & Co. |
Closed
2,122
|
$525,089,000 | |
| Berkshire Hathaway Inc. |
58.85%
1,220
|
$496,296,000 | 0.09% |
| Mcdonalds Corp |
0.39%
1,799
|
$458,458,000 | 0.09% |
| Schwab Strategic Tr |
Closed
11,699
|
$456,495,000 | |
| Huntington Ingalls Inds Inc |
6.04%
1,843
|
$453,987,000 | 0.09% |
| AGCO Corp. |
2.56%
4,401
|
$430,770,000 | 0.08% |
| Dexcom Inc |
2.50%
3,690
|
$418,373,000 | 0.08% |
| Energizer Hldgs Inc New |
2.55%
13,284
|
$392,410,000 | 0.07% |
| Trimble Inc |
2.56%
7,015
|
$392,279,000 | 0.07% |
| Americold Realty Trust Inc |
2.55%
15,274
|
$390,098,000 | 0.07% |
| Chevron Corp. |
Closed
2,025
|
$319,424,000 | |
| Pimco Etf Tr |
1.15%
2,996
|
$301,548,000 | 0.06% |
| Vanguard Intl Equity Index F |
2.44%
6,592
|
$288,466,000 | 0.05% |
| Exxon Mobil Corp. |
41.97%
2,407
|
$277,094,000 | 0.05% |
| United Parcel Service, Inc. |
Closed
1,810
|
$269,021,000 | |
| Ford Mtr Co Del |
0.03%
21,006
|
$263,416,000 | 0.05% |
| Coca-Cola Co |
2.89%
4,038
|
$257,019,000 | 0.05% |
| Merck & Co Inc |
8.15%
1,972
|
$244,134,000 | 0.05% |
| Abbott Labs |
0.49%
2,238
|
$232,551,000 | 0.04% |
| State Str Corp |
27.27%
3,109
|
$230,066,000 | 0.04% |
| Global X Fds |
No change
6,209
|
$229,858,000 | 0.04% |
| Fidelity Merrimack Str Tr |
0.06%
5,052
|
$226,987,000 | 0.04% |
| Johnson & Johnson |
20.31%
1,444
|
$211,056,000 | 0.04% |
| Ishares Inc |
Closed
4,010
|
$206,916,000 | |
| Vanguard Specialized Funds |
Opened
1,119
|
$204,274,000 | 0.04% |
| Darden Restaurants, Inc. |
No change
1,349
|
$204,131,000 | 0.04% |
| Biomarin Pharmaceutical Inc. |
2.51%
2,450
|
$201,709,000 | 0.04% |
| Calibercos Inc |
13.82%
69,489
|
$58,441,000 | 0.01% |
| No transactions found | |||
| Showing first 500 out of 128 holdings | |||
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