CAPITAL INSIGHT PARTNERS, LLC Diversified Active

CIK: 0001664385 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 4, 2018

Total Value ($000): $113,671 (100.0% shares, 0.0% debt)

Holdings (77)

Mastercard Incorporated 3.8%
Value ($000) $4,282 Shares 19,235 Est. Cost $222.62 Unrealized
AIA Group Limited 3.1%
Value ($000) $3,578 Shares 400,744 Est. Cost $8.93 Unrealized
Experian plc 3.1%
Value ($000) $3,511 Shares 135,859 Est. Cost $25.84 Unrealized
MSFT Microsoft Corporation 2.8%
Value ($000) $3,152 Shares 27,564 Est. Cost $69.30 Unrealized +45.5%
AAPL Apple Inc. 2.8%
Value ($000) $3,150 Shares 13,956 Est. Cost $35.96 Unrealized +37.0%
HON Honeywell International Inc. 2.7%
Value ($000) $3,110 Shares 18,689 Est. Cost $75.23 Unrealized +61.6%
Alphabet Inc. A 2.7%
Value ($000) $3,071 Shares 2,544 Est. Cost $1207.15 Unrealized
BAC Bank of America Corporation 2.6%
Value ($000) $2,973 Shares 100,925 Est. Cost $13.16 Unrealized +93.6%
FedEx Corporation 2.6%
Value ($000) $2,935 Shares 12,190 Est. Cost $240.77 Unrealized
BKNG Booking Holdings Inc. 2.4%
Value ($000) $2,694 Shares 1,358 Est. Cost $1933.58 Unrealized +0.2%
JNJ Johnson & Johnson 2.3%
Value ($000) $2,634 Shares 19,062 Est. Cost $74.84 Unrealized +44.4%
SunTrust Banks, Inc. 2.3%
Value ($000) $2,602 Shares 38,964 Est. Cost $42.92 Unrealized
Exxon Mobil Corporation 2.3%
Value ($000) $2,583 Shares 30,379 Est. Cost $85.03 Unrealized
Oracle Corporation 2.3%
Value ($000) $2,564 Shares 49,727 Est. Cost $51.56 Unrealized
Worldpay Inc. 2.2%
Value ($000) $2,497 Shares 24,654 Est. Cost $82.24 Unrealized
ODFL Old Dominion Freight Line, Inc 2.1%
Value ($000) $2,356 Shares 14,611 Est. Cost $20.00 Unrealized +144.8%
Capgemini SE 2.0%
Value ($000) $2,242 Shares 17,811 Est. Cost $125.88 Unrealized
Trex Company, Inc. 1.9%
Value ($000) $2,127 Shares 27,627 Est. Cost $76.99 Unrealized
PRU Prudential Financial, Inc. 1.9%
Value ($000) $2,125 Shares 20,971 Est. Cost $53.83 Unrealized +27.5%
PFE Pfizer Inc. 1.8%
Value ($000) $2,094 Shares 47,524 Est. Cost $20.98 Unrealized +31.8%
Medtronic plc 1.8%
Value ($000) $2,042 Shares 20,759 Est. Cost $98.37 Unrealized
FDS FactSet Research Systems Inc. 1.8%
Value ($000) $2,024 Shares 9,047 Est. Cost $153.64 Unrealized +31.4%
CenturyLink, Inc. 1.8%
Value ($000) $2,013 Shares 94,954 Est. Cost $16.71 Unrealized
Facebook, Inc. 1.8%
Value ($000) $1,994 Shares 12,127 Est. Cost $164.43 Unrealized
Chemed Corporation 1.7%
Value ($000) $1,906 Shares 5,964 Est. Cost $319.58 Unrealized
Edwards Lifesciences Corporati 1.7%
Value ($000) $1,899 Shares 10,909 Est. Cost $174.08 Unrealized
3M Company 1.6%
Value ($000) $1,853 Shares 8,796 Est. Cost $210.66 Unrealized
SLB Schlumberger Limited 1.5%
Value ($000) $1,662 Shares 27,284 Est. Cost $63.70 Unrealized -18.3%
HD The Home Depot, Inc. 1.4%
Value ($000) $1,623 Shares 7,834 Est. Cost $102.79 Unrealized +63.4%
IT Gartner, Inc. 1.4%
Value ($000) $1,598 Shares 10,082 Est. Cost $98.28 Unrealized +47.5%
PEP PepsiCo, Inc. 1.4%
Value ($000) $1,547 Shares 13,838 Est. Cost $82.59 Unrealized +9.4%
First Republic Bank 1.3%
Value ($000) $1,496 Shares 15,582 Est. Cost $96.01 Unrealized
NKE NIKE, Inc. 1.3%
Value ($000) $1,491 Shares 17,602 Est. Cost $50.37 Unrealized +44.9%
Cantel Medical Corp. 1.3%
Value ($000) $1,465 Shares 15,910 Est. Cost $94.15 Unrealized
MCO Moody's Corporation 1.2%
Value ($000) $1,419 Shares 8,489 Est. Cost $164.89 Unrealized 0.0%
Unilever PLC 1.2%
Value ($000) $1,393 Shares 25,333 Est. Cost $44.73 Unrealized
NDSN Nordson Corporation 1.2%
Value ($000) $1,358 Shares 9,779 Est. Cost $129.73 Unrealized -3.3%
DLTR Dollar Tree, Inc. 1.2%
Value ($000) $1,335 Shares 16,365 Est. Cost $89.12 Unrealized -1.5%
Cogent Communications Holdings 1.1%
Value ($000) $1,303 Shares 23,347 Est. Cost $55.81 Unrealized
Comcast Corporation 1.1%
Value ($000) $1,238 Shares 34,971 Est. Cost $35.40 Unrealized
Diageo plc 1.1%
Value ($000) $1,231 Shares 8,689 Est. Cost $141.67 Unrealized
CASY Casey's General Stores, Inc. 1.0%
Value ($000) $1,187 Shares 9,195 Est. Cost $108.79 Unrealized +0.5%
RealPage, Inc. 1.0%
Value ($000) $1,184 Shares 17,965 Est. Cost $65.91 Unrealized
MANH Manhattan Associates, Inc. 1.0%
Value ($000) $1,152 Shares 21,097 Est. Cost $51.55 Unrealized +3.4%
Vodafone Group Plc 0.9%
Value ($000) $1,077 Shares 49,613 Est. Cost $21.71 Unrealized
WSO Watsco, Inc. 0.9%
Value ($000) $1,052 Shares 5,906 Est. Cost $176.68 Unrealized 0.0%
Yum China Holdings, Inc. 0.9%
Value ($000) $1,026 Shares 29,232 Est. Cost $35.10 Unrealized
CL Colgate-Palmolive Company 0.9%
Value ($000) $975 Shares 14,568 Est. Cost $53.16 Unrealized +5.3%
UHAL AMERCO 0.8%
Value ($000) $922 Shares 2,584 Est. Cost $35.00 Unrealized +5.5%
TSM Taiwan Semiconductor Manufactu 0.8%
Value ($000) $892 Shares 20,195 Est. Cost $39.70 Unrealized
SAP SAP SE 0.8%
Value ($000) $867 Shares 7,046 Est. Cost $123.05 Unrealized
LVMUY LVMH Moet Hennessy Louis Vuitt 0.8%
Value ($000) $858 Shares 12,168 Est. Cost $70.51 Unrealized
Brookfield Asset Management In 0.8%
Value ($000) $856 Shares 19,213 Est. Cost $44.55 Unrealized
MUFG Mitsubishi UFJ Financial Group 0.7%
Value ($000) $852 Shares 137,697 Est. Cost $6.38 Unrealized
Tempur Sealy International, In 0.7%
Value ($000) $846 Shares 16,000 Est. Cost $52.88 Unrealized
Fanuc Corporation 0.7%
Value ($000) $812 Shares 4,308 Est. Cost $188.49 Unrealized
UBS UBS Group AG 0.7%
Value ($000) $778 Shares 49,485 Est. Cost $15.72 Unrealized 0.0%
JPMorgan Chase & Co. 0.7%
Value ($000) $768 Shares 6,803 Est. Cost $112.89 Unrealized
LZAGF Lonza Group AG 0.7%
Value ($000) $762 Shares 2,232 Est. Cost $295.82 Unrealized 0.0%
HDB HDFC Bank Limited 0.7%
Value ($000) $759 Shares 8,069 Est. Cost $105.07 Unrealized
Tencent Holdings Limited 0.7%
Value ($000) $752 Shares 18,423 Est. Cost $40.82 Unrealized
BABA Alibaba Group Holding Limited 0.6%
Value ($000) $681 Shares 4,133 Est. Cost $164.77 Unrealized
AMZN Amazon.com, Inc. 0.5%
Value ($000) $555 Shares 277 Est. Cost $39.37 Unrealized +138.8%
UGP Ultrapar Participacoes S.A. 0.4%
Value ($000) $491 Shares 53,000 Est. Cost $22.09 Unrealized
USB U.S. Bancorp 0.4%
Value ($000) $421 Shares 7,967 Est. Cost $30.33 Unrealized +29.0%
Celestica Inc. 0.4%
Value ($000) $420 Shares 38,783 Est. Cost $10.83 Unrealized
HOMB Home Bancshares, Inc. 0.3%
Value ($000) $332 Shares 15,180 Est. Cost $23.36 Unrealized -0.6%
HTO SJW Corp. 0.3%
Value ($000) $297 Shares 4,859 Est. Cost $53.77 Unrealized +15.4%
KO The Coca-Cola Company 0.2%
Value ($000) $280 Shares 6,057 Est. Cost $30.03 Unrealized +20.9%
WFC Wells Fargo & Company 0.2%
Value ($000) $280 Shares 5,333 Est. Cost $37.42 Unrealized +24.3%
MCD McDonald's Corporation 0.2%
Value ($000) $262 Shares 1,568 Est. Cost $119.17 Unrealized +13.1%
UnitedHealth Group Incorporate 0.2%
Value ($000) $256 Shares 964 Est. Cost $265.56 Unrealized
TFX Teleflex Incorporated 0.2%
Value ($000) $255 Shares 960 Est. Cost $207.38 Unrealized +19.8%
General Electric Company 0.2%
Value ($000) $242 Shares 21,443 Est. Cost $23.07 Unrealized
AT&T Inc. 0.2%
Value ($000) $213 Shares 6,336 Est. Cost $33.62 Unrealized
MBT Financial Corp. 0.1%
Value ($000) $136 Shares 12,060 Est. Cost $10.61 Unrealized
LTUM Lithium Corporation 0.0%
Value ($000) $3 Shares 16,514 Est. Cost $0.22 Unrealized -0.2%