CAPITAL INSIGHT PARTNERS, LLC Diversified Active

CIK: 0001664385 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 9, 2019

Total Value ($000): $114,479 (100.0% shares, 0.0% debt)

Holdings (79)

Mastercard Incorporated 3.1%
Value ($000) $3,526 Shares 12,985 Est. Cost $222.62 Unrealized
AAPL Apple Inc. 3.0%
Value ($000) $3,380 Shares 15,093 Est. Cost $36.50 Unrealized +37.6%
MSFT Microsoft Corporation 2.8%
Value ($000) $3,204 Shares 23,042 Est. Cost $69.30 Unrealized +87.5%
Alphabet Inc. A 2.6%
Value ($000) $2,984 Shares 2,444 Est. Cost $1207.15 Unrealized
BAC Bank of America Corporation 2.5%
Value ($000) $2,823 Shares 96,765 Est. Cost $13.32 Unrealized +84.5%
SunTrust Banks, Inc. 2.4%
Value ($000) $2,770 Shares 40,259 Est. Cost $43.65 Unrealized
AIA Group Limited 2.4%
Value ($000) $2,739 Shares 289,896 Est. Cost $8.93 Unrealized
FIS Fidelity National Information 2.4%
Value ($000) $2,705 Shares 20,372 Est. Cost $117.12 Unrealized 0.0%
HON Honeywell International Inc. 2.3%
Value ($000) $2,681 Shares 15,844 Est. Cost $75.23 Unrealized +85.2%
BKNG Booking Holdings Inc. 2.3%
Value ($000) $2,667 Shares 1,359 Est. Cost $1933.58 Unrealized -1.5%
Trex Company, Inc. 2.2%
Value ($000) $2,485 Shares 27,330 Est. Cost $76.61 Unrealized
JNJ Johnson & Johnson 2.1%
Value ($000) $2,412 Shares 18,639 Est. Cost $75.28 Unrealized +46.1%
Edwards Lifesciences Corporati 2.1%
Value ($000) $2,376 Shares 10,803 Est. Cost $174.08 Unrealized
Chemed Corporation 2.0%
Value ($000) $2,319 Shares 5,553 Est. Cost $319.58 Unrealized
Facebook, Inc. 2.0%
Value ($000) $2,243 Shares 12,595 Est. Cost $163.32 Unrealized
Medtronic plc 2.0%
Value ($000) $2,242 Shares 20,644 Est. Cost $98.24 Unrealized
Comcast Corporation 1.9%
Value ($000) $2,214 Shares 49,112 Est. Cost $36.66 Unrealized
Experian plc 1.8%
Value ($000) $2,111 Shares 65,845 Est. Cost $25.84 Unrealized
Capgemini SE 1.8%
Value ($000) $2,098 Shares 17,800 Est. Cost $125.84 Unrealized
FDS FactSet Research Systems Inc. 1.8%
Value ($000) $2,093 Shares 8,613 Est. Cost $153.64 Unrealized +69.8%
JPMorgan Chase & Co. 1.8%
Value ($000) $2,082 Shares 17,687 Est. Cost $105.64 Unrealized
ODFL Old Dominion Freight Line, Inc 1.8%
Value ($000) $2,043 Shares 12,018 Est. Cost $20.00 Unrealized +163.6%
FedEx Corporation 1.7%
Value ($000) $1,928 Shares 13,242 Est. Cost $235.99 Unrealized
DLTR Dollar Tree, Inc. 1.6%
Value ($000) $1,886 Shares 16,523 Est. Cost $89.12 Unrealized +17.4%
HD The Home Depot, Inc. 1.6%
Value ($000) $1,863 Shares 8,030 Est. Cost $103.88 Unrealized +80.1%
PEP PepsiCo, Inc. 1.6%
Value ($000) $1,845 Shares 13,455 Est. Cost $82.59 Unrealized +32.4%
MCO Moody's Corporation 1.6%
Value ($000) $1,841 Shares 8,986 Est. Cost $164.49 Unrealized +20.8%
NKE NIKE, Inc. 1.5%
Value ($000) $1,672 Shares 17,801 Est. Cost $50.71 Unrealized +55.3%
Oracle Corporation 1.5%
Value ($000) $1,664 Shares 30,246 Est. Cost $51.56 Unrealized
MANH Manhattan Associates, Inc. 1.4%
Value ($000) $1,653 Shares 20,490 Est. Cost $51.55 Unrealized +55.5%
PFE Pfizer Inc. 1.4%
Value ($000) $1,648 Shares 45,872 Est. Cost $20.98 Unrealized +28.7%
Unilever PLC 1.4%
Value ($000) $1,553 Shares 25,834 Est. Cost $45.19 Unrealized
First Republic Bank 1.3%
Value ($000) $1,526 Shares 15,783 Est. Cost $96.03 Unrealized
CASY Casey's General Stores, Inc. 1.3%
Value ($000) $1,491 Shares 9,252 Est. Cost $108.79 Unrealized +45.2%
UnitedHealth Group Incorporate 1.3%
Value ($000) $1,457 Shares 6,706 Est. Cost $249.78 Unrealized
IT Gartner, Inc. 1.3%
Value ($000) $1,437 Shares 10,053 Est. Cost $98.28 Unrealized +47.9%
NDSN Nordson Corporation 1.3%
Value ($000) $1,435 Shares 9,812 Est. Cost $129.56 Unrealized +0.2%
3M Company 1.2%
Value ($000) $1,414 Shares 8,598 Est. Cost $210.66 Unrealized
Diageo plc 1.2%
Value ($000) $1,408 Shares 8,612 Est. Cost $141.67 Unrealized
Yum China Holdings, Inc. 1.2%
Value ($000) $1,339 Shares 29,478 Est. Cost $35.27 Unrealized
Cogent Communications Holdings 1.1%
Value ($000) $1,311 Shares 23,797 Est. Cost $55.84 Unrealized
CL Colgate-Palmolive Company 1.1%
Value ($000) $1,209 Shares 16,440 Est. Cost $53.60 Unrealized +16.7%
RealPage, Inc. 1.0%
Value ($000) $1,159 Shares 18,445 Est. Cost $65.69 Unrealized
Exxon Mobil Corporation 1.0%
Value ($000) $1,104 Shares 15,635 Est. Cost $84.95 Unrealized
PRU Prudential Financial, Inc. 1.0%
Value ($000) $1,095 Shares 12,176 Est. Cost $54.24 Unrealized +21.3%
UHAL AMERCO 0.9%
Value ($000) $1,085 Shares 2,783 Est. Cost $35.09 Unrealized +5.3%
WSO Watsco, Inc. 0.9%
Value ($000) $1,085 Shares 6,415 Est. Cost $174.72 Unrealized -7.2%
Brookfield Asset Management In 0.9%
Value ($000) $1,069 Shares 20,133 Est. Cost $44.68 Unrealized
GDDY GoDaddy Inc. 0.9%
Value ($000) $1,062 Shares 16,099 Est. Cost $75.41 Unrealized -10.1%
ASGN ASGN Incorporated 0.9%
Value ($000) $1,049 Shares 16,684 Est. Cost $60.07 Unrealized +2.8%
CRL Charles River Laboratories Int 0.9%
Value ($000) $1,022 Shares 7,720 Est. Cost $135.63 Unrealized -1.1%
NSRGY Nestle S.A. 0.9%
Value ($000) $1,011 Shares 9,322 Est. Cost $81.51 Unrealized
TSM Taiwan Semiconductor Manufactu 0.9%
Value ($000) $992 Shares 21,351 Est. Cost $39.74 Unrealized
LVMUY LVMH Moet Hennessy Louis Vuitt 0.9%
Value ($000) $985 Shares 12,413 Est. Cost $70.57 Unrealized
HDB HDFC Bank Limited 0.9%
Value ($000) $984 Shares 17,245 Est. Cost $81.49 Unrealized
PHG Koninklijke Philips N.V. 0.8%
Value ($000) $942 Shares 20,425 Est. Cost $40.93 Unrealized
SAP SAP SE 0.8%
Value ($000) $885 Shares 7,509 Est. Cost $123.13 Unrealized
NVO Novo Nordisk A/S 0.8%
Value ($000) $875 Shares 16,921 Est. Cost $46.13 Unrealized
TM Toyota Motor Corporation 0.7%
Value ($000) $845 Shares 6,282 Est. Cost $123.95 Unrealized
Canadian Pacific Railway Limit 0.7%
Value ($000) $836 Shares 3,758 Est. Cost $206.71 Unrealized
Tencent Holdings Limited 0.7%
Value ($000) $810 Shares 19,449 Est. Cost $40.96 Unrealized
LZAGF Lonza Group AG 0.7%
Value ($000) $785 Shares 2,321 Est. Cost $295.52 Unrealized +12.7%
NNDNF Nidec Corporation 0.7%
Value ($000) $775 Shares 5,771 Est. Cost $58.73 Unrealized +10.5%
BABA Alibaba Group Holding Limited 0.6%
Value ($000) $739 Shares 4,420 Est. Cost $164.91 Unrealized
AMZN Amazon.com, Inc. 0.6%
Value ($000) $708 Shares 408 Est. Cost $55.85 Unrealized +66.0%
NEE Nextera Energy Inc. 0.6%
Value ($000) $699 Shares 3,000 Est. Cost $46.25 Unrealized 0.0%
Celestica Inc. 0.6%
Value ($000) $660 Shares 92,105 Est. Cost $9.50 Unrealized
UBS UBS Group AG 0.5%
Value ($000) $523 Shares 46,285 Est. Cost $15.41 Unrealized -27.0%
CVX Chevron Corporation 0.4%
Value ($000) $420 Shares 3,543 Est. Cost $91.54 Unrealized 0.0%
USB U.S. Bancorp 0.3%
Value ($000) $394 Shares 7,123 Est. Cost $30.33 Unrealized +35.6%
MCD McDonald's Corporation 0.3%
Value ($000) $330 Shares 1,538 Est. Cost $121.98 Unrealized +51.5%
KO The Coca-Cola Company 0.3%
Value ($000) $301 Shares 5,523 Est. Cost $30.03 Unrealized +46.4%
HTO SJW Corp. 0.3%
Value ($000) $300 Shares 4,399 Est. Cost $53.77 Unrealized +22.2%
TFX Teleflex Incorporated 0.3%
Value ($000) $296 Shares 870 Est. Cost $207.38 Unrealized +61.9%
HOMB Home Bancshares, Inc. 0.2%
Value ($000) $285 Shares 15,180 Est. Cost $23.36 Unrealized -20.0%
FANG Diamondback Energy Inc 0.2%
Value ($000) $278 Shares 3,092 Est. Cost $77.41 Unrealized 0.0%
WFC Wells Fargo & Company 0.2%
Value ($000) $207 Shares 4,103 Est. Cost $39.79 Unrealized 0.0%
General Electric Company 0.1%
Value ($000) $106 Shares 11,813 Est. Cost $23.07 Unrealized
LTUM Lithium Corporation 0.0%
Value ($000) $1 Shares 17,314 Est. Cost $0.21 Unrealized -61.6%