CAPITAL INSIGHT PARTNERS, LLC Diversified Active

CIK: 0001664385 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 4, 2019

Total Value ($000): $110,680 (100.0% shares, 0.0% debt)

Holdings (76)

Mastercard Incorporated 3.6%
Value ($000) $4,017 Shares 17,059 Est. Cost $222.62 Unrealized
MSFT Microsoft Corporation 2.9%
Value ($000) $3,207 Shares 27,191 Est. Cost $69.30 Unrealized +47.6%
AIA Group Limited 2.8%
Value ($000) $3,066 Shares 307,941 Est. Cost $8.93 Unrealized
Alphabet Inc. A 2.7%
Value ($000) $2,959 Shares 2,514 Est. Cost $1207.15 Unrealized
HON Honeywell International Inc. 2.7%
Value ($000) $2,947 Shares 18,546 Est. Cost $75.23 Unrealized +61.0%
AAPL Apple Inc. 2.6%
Value ($000) $2,913 Shares 15,333 Est. Cost $36.50 Unrealized +10.8%
Worldpay Inc. 2.5%
Value ($000) $2,769 Shares 24,399 Est. Cost $82.16 Unrealized
BAC Bank of America Corporation 2.5%
Value ($000) $2,734 Shares 99,107 Est. Cost $13.32 Unrealized +79.4%
JNJ Johnson & Johnson 2.3%
Value ($000) $2,583 Shares 18,481 Est. Cost $74.84 Unrealized +47.4%
FedEx Corporation 2.1%
Value ($000) $2,379 Shares 13,116 Est. Cost $235.99 Unrealized
BKNG Booking Holdings Inc. 2.1%
Value ($000) $2,377 Shares 1,362 Est. Cost $1933.58 Unrealized -9.2%
Exxon Mobil Corporation 2.1%
Value ($000) $2,366 Shares 29,281 Est. Cost $84.95 Unrealized
SunTrust Banks, Inc. 2.1%
Value ($000) $2,331 Shares 39,350 Est. Cost $42.92 Unrealized
FDS FactSet Research Systems Inc. 2.0%
Value ($000) $2,241 Shares 9,025 Est. Cost $153.64 Unrealized +36.2%
Capgemini SE 1.9%
Value ($000) $2,139 Shares 17,626 Est. Cost $125.88 Unrealized
Facebook, Inc. 1.9%
Value ($000) $2,138 Shares 12,827 Est. Cost $163.32 Unrealized
Edwards Lifesciences Corporati 1.9%
Value ($000) $2,107 Shares 11,010 Est. Cost $174.08 Unrealized
ODFL Old Dominion Freight Line, Inc 1.9%
Value ($000) $2,091 Shares 14,484 Est. Cost $20.00 Unrealized +126.5%
Comcast Corporation 1.8%
Value ($000) $1,967 Shares 49,205 Est. Cost $36.66 Unrealized
PFE Pfizer Inc. 1.8%
Value ($000) $1,961 Shares 46,165 Est. Cost $20.98 Unrealized +39.3%
Medtronic plc 1.7%
Value ($000) $1,926 Shares 21,144 Est. Cost $98.24 Unrealized
Chemed Corporation 1.7%
Value ($000) $1,884 Shares 5,887 Est. Cost $319.58 Unrealized
3M Company 1.7%
Value ($000) $1,833 Shares 8,824 Est. Cost $210.66 Unrealized
JPMorgan Chase & Co. 1.6%
Value ($000) $1,787 Shares 17,648 Est. Cost $105.56 Unrealized
Experian plc 1.6%
Value ($000) $1,775 Shares 65,551 Est. Cost $25.84 Unrealized
DLTR Dollar Tree, Inc. 1.6%
Value ($000) $1,748 Shares 16,638 Est. Cost $89.12 Unrealized +10.2%
Trex Company, Inc. 1.6%
Value ($000) $1,726 Shares 28,050 Est. Cost $76.61 Unrealized
PEP PepsiCo, Inc. 1.5%
Value ($000) $1,708 Shares 13,939 Est. Cost $82.59 Unrealized +11.9%
Oracle Corporation 1.5%
Value ($000) $1,653 Shares 30,781 Est. Cost $51.56 Unrealized
MCO Moody's Corporation 1.5%
Value ($000) $1,629 Shares 8,995 Est. Cost $164.33 Unrealized -5.7%
UnitedHealth Group Incorporate 1.5%
Value ($000) $1,625 Shares 6,574 Est. Cost $249.88 Unrealized
First Republic Bank 1.4%
Value ($000) $1,567 Shares 15,597 Est. Cost $96.01 Unrealized
HD The Home Depot, Inc. 1.4%
Value ($000) $1,554 Shares 8,099 Est. Cost $103.88 Unrealized +48.9%
IT Gartner, Inc. 1.4%
Value ($000) $1,544 Shares 10,182 Est. Cost $98.28 Unrealized +41.2%
NKE NIKE, Inc. 1.4%
Value ($000) $1,501 Shares 17,819 Est. Cost $50.37 Unrealized +49.6%
Unilever PLC 1.3%
Value ($000) $1,478 Shares 25,598 Est. Cost $44.86 Unrealized
SLB Schlumberger Limited 1.3%
Value ($000) $1,468 Shares 33,695 Est. Cost $56.48 Unrealized -36.7%
Diageo plc 1.3%
Value ($000) $1,430 Shares 8,739 Est. Cost $141.67 Unrealized
Yum China Holdings, Inc. 1.2%
Value ($000) $1,337 Shares 29,777 Est. Cost $35.27 Unrealized
Cogent Communications Holdings 1.2%
Value ($000) $1,291 Shares 23,805 Est. Cost $55.79 Unrealized
NDSN Nordson Corporation 1.2%
Value ($000) $1,288 Shares 9,718 Est. Cost $129.58 Unrealized -6.6%
CASY Casey's General Stores, Inc. 1.1%
Value ($000) $1,195 Shares 9,283 Est. Cost $108.79 Unrealized +14.8%
MANH Manhattan Associates, Inc. 1.0%
Value ($000) $1,159 Shares 21,023 Est. Cost $51.55 Unrealized -0.8%
RealPage, Inc. 1.0%
Value ($000) $1,106 Shares 18,229 Est. Cost $65.81 Unrealized
PRU Prudential Financial, Inc. 1.0%
Value ($000) $1,090 Shares 11,868 Est. Cost $53.83 Unrealized +21.7%
Cantel Medical Corp. 1.0%
Value ($000) $1,089 Shares 16,276 Est. Cost $93.43 Unrealized
CL Colgate-Palmolive Company 1.0%
Value ($000) $1,082 Shares 15,786 Est. Cost $53.24 Unrealized +3.3%
Tempur Sealy International, In 0.9%
Value ($000) $1,010 Shares 17,520 Est. Cost $52.26 Unrealized
UHAL AMERCO 0.9%
Value ($000) $993 Shares 2,674 Est. Cost $35.00 Unrealized +3.8%
HDB HDFC Bank Limited 0.9%
Value ($000) $989 Shares 8,532 Est. Cost $105.44 Unrealized
Brookfield Asset Management In 0.8%
Value ($000) $926 Shares 19,860 Est. Cost $44.61 Unrealized
LVMUY LVMH Moet Hennessy Louis Vuitt 0.8%
Value ($000) $915 Shares 12,413 Est. Cost $70.57 Unrealized
Tencent Holdings Limited 0.8%
Value ($000) $904 Shares 19,652 Est. Cost $40.96 Unrealized
NSRGY Nestle S.A. 0.8%
Value ($000) $882 Shares 9,253 Est. Cost $81.17 Unrealized
WSO Watsco, Inc. 0.8%
Value ($000) $878 Shares 6,128 Est. Cost $175.44 Unrealized -18.2%
NVO Novo Nordisk A/S 0.8%
Value ($000) $877 Shares 16,764 Est. Cost $46.05 Unrealized
TSM Taiwan Semiconductor Manufactu 0.8%
Value ($000) $861 Shares 21,027 Est. Cost $39.75 Unrealized
SAP SAP SE 0.8%
Value ($000) $850 Shares 7,365 Est. Cost $122.77 Unrealized
PHG Koninklijke Philips N.V. 0.7%
Value ($000) $827 Shares 20,228 Est. Cost $40.88 Unrealized
AMZN Amazon.com, Inc. 0.7%
Value ($000) $791 Shares 444 Est. Cost $55.85 Unrealized +49.0%
BABA Alibaba Group Holding Limited 0.7%
Value ($000) $787 Shares 4,316 Est. Cost $164.80 Unrealized
Celestica Inc. 0.7%
Value ($000) $778 Shares 92,105 Est. Cost $9.50 Unrealized
Canadian Pacific Railway Limit 0.7%
Value ($000) $753 Shares 3,656 Est. Cost $205.96 Unrealized
NNDNF Nidec Corporation 0.6%
Value ($000) $716 Shares 5,661 Est. Cost $58.57 Unrealized 0.0%
LZAGF Lonza Group AG 0.6%
Value ($000) $706 Shares 2,275 Est. Cost $295.33 Unrealized -8.4%
MUFG Mitsubishi UFJ Financial Group 0.6%
Value ($000) $688 Shares 139,035 Est. Cost $6.38 Unrealized
UBS UBS Group AG 0.6%
Value ($000) $631 Shares 52,114 Est. Cost $15.58 Unrealized -18.7%
USB U.S. Bancorp 0.3%
Value ($000) $379 Shares 7,873 Est. Cost $30.33 Unrealized +24.0%
MCD McDonald's Corporation 0.3%
Value ($000) $309 Shares 1,628 Est. Cost $121.98 Unrealized +26.7%
KO The Coca-Cola Company 0.2%
Value ($000) $274 Shares 5,850 Est. Cost $30.03 Unrealized +25.8%
HTO SJW Corp. 0.2%
Value ($000) $272 Shares 4,399 Est. Cost $53.77 Unrealized +11.6%
HOMB Home Bancshares, Inc. 0.2%
Value ($000) $267 Shares 15,180 Est. Cost $23.36 Unrealized -20.6%
TFX Teleflex Incorporated 0.2%
Value ($000) $263 Shares 870 Est. Cost $207.38 Unrealized +29.2%
WFC Wells Fargo & Company 0.2%
Value ($000) $218 Shares 4,519 Est. Cost $37.42 Unrealized +8.9%
General Electric Company 0.2%
Value ($000) $169 Shares 16,898 Est. Cost $23.07 Unrealized
LTUM Lithium Corporation 0.0%
Value ($000) $2 Shares 16,514 Est. Cost $0.22 Unrealized -42.3%