Sustainable Insight Capital Management
Latest statistics and disclosures from Sustainable Insight Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AVGO, LRCX, PANW, NVDA, and represent 35.59% of Sustainable Insight Capital Management's stock portfolio.
- Added to shares of these 10 stocks: LRCX (+$23M), ORLY (+$18M), PANW (+$7.9M), AVGO (+$5.2M), AAPL, LLY, MMC, MSCI, T, TMUS.
- Started 22 new stock positions in HDB, SO, LYV, EXE, PSX, AMD, CNI, PLTR, PDD, ORLY. IBN, PKG, ABBV, EQR, INFY, LRCX, GD, AMAT, MPWR, AEP, AMT, TKO.
- Reduced shares in these 10 stocks: DRI (-$12M), RACE, ICE, ACGL, WTW, ORCL, JCI, , SHW, GOOGL.
- Sold out of its positions in BXP, CRWD, DRI, ICE, NOW, SPG, TPICQ, TRGP, ACGL, JCI. WTW, RACE.
- Sustainable Insight Capital Management was a net buyer of stock by $84M.
- Sustainable Insight Capital Management has $318M in assets under management (AUM), dropping by 44.06%.
- Central Index Key (CIK): 0001580677
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Portfolio Holdings for Sustainable Insight Capital Management
Sustainable Insight Capital Management holds 71 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.2 | $26M | +21% | 102k | 254.63 |
|
| Broadcom (AVGO) | 7.2 | $23M | +29% | 69k | 329.91 |
|
| Lam Research Corp Com New (LRCX) | 7.1 | $23M | NEW | 170k | 133.90 |
|
| Palo Alto Networks (PANW) | 7.0 | $22M | +55% | 109k | 203.62 |
|
| NVIDIA Corporation (NVDA) | 6.1 | $20M | +3% | 105k | 186.58 |
|
| Amazon (AMZN) | 5.8 | $19M | +23% | 84k | 219.57 |
|
| O'reilly Automotive (ORLY) | 5.7 | $18M | NEW | 168k | 107.81 |
|
| Microsoft Corporation (MSFT) | 5.5 | $17M | +4% | 34k | 517.95 |
|
| Eli Lilly & Co. (LLY) | 4.5 | $14M | +44% | 19k | 763.00 |
|
| At&t (T) | 3.3 | $11M | +52% | 371k | 28.24 |
|
| Metropcs Communications (TMUS) | 3.3 | $10M | +51% | 44k | 239.38 |
|
| Marsh & McLennan Companies (MMC) | 2.6 | $8.3M | +111% | 41k | 201.53 |
|
| Msci (MSCI) | 2.6 | $8.1M | +96% | 14k | 567.41 |
|
| TransDigm Group Incorporated (TDG) | 1.9 | $5.9M | +67% | 4.5k | 1318.02 |
|
| Copart (CPRT) | 1.8 | $5.9M | +57% | 130k | 44.97 |
|
| Meta Platforms Cl A (META) | 1.7 | $5.5M | +10% | 7.4k | 734.38 |
|
| Toronto Dominion Bk Ont Com New (TD) | 1.7 | $5.4M | +31% | 68k | 79.95 |
|
| Abbott Laboratories (ABT) | 1.6 | $5.2M | +32% | 39k | 133.94 |
|
| Humana (HUM) | 1.6 | $5.2M | +25% | 20k | 260.17 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $4.6M | +77% | 15k | 315.43 |
|
| Allstate Corporation (ALL) | 1.4 | $4.4M | -5% | 20k | 214.65 |
|
| Wells Fargo & Company (WFC) | 1.4 | $4.3M | +87% | 52k | 83.82 |
|
| Hartford Financial Services (HIG) | 1.4 | $4.3M | +91% | 33k | 133.39 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $4.1M | -13% | 17k | 243.10 |
|
| Capital One Financial (COF) | 1.3 | $4.1M | +91% | 19k | 212.58 |
|
| Costco Wholesale Corporation (COST) | 1.1 | $3.4M | -13% | 3.6k | 925.63 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $3.1M | -14% | 13k | 243.55 |
|
| Netflix (NFLX) | 0.8 | $2.5M | +33% | 2.0k | 1198.92 |
|
| Parker-Hannifin Corporation (PH) | 0.7 | $2.2M | +9% | 2.9k | 758.15 |
|
| General Dynamics Corporation (GD) | 0.7 | $2.2M | NEW | 6.3k | 341.00 |
|
| Dover Corporation (DOV) | 0.7 | $2.1M | +26% | 13k | 166.83 |
|
| Wal-Mart Stores (WMT) | 0.6 | $1.9M | +60% | 18k | 103.06 |
|
| Phillips 66 (PSX) | 0.5 | $1.6M | NEW | 12k | 136.02 |
|
| Canadian Natural Resources (CNQ) | 0.5 | $1.4M | +7% | 45k | 32.02 |
|
| Canadian Pacific Kansas City (CP) | 0.4 | $1.4M | +32% | 19k | 74.47 |
|
| Canadian Natl Ry (CNI) | 0.4 | $1.4M | NEW | 15k | 94.29 |
|
| Chesapeake Energy Corp (EXE) | 0.4 | $1.3M | NEW | 12k | 106.24 |
|
| Franco-Nevada Corporation (FNV) | 0.4 | $1.2M | -25% | 5.3k | 222.55 |
|
| Southern Company (SO) | 0.3 | $1.1M | NEW | 11k | 94.77 |
|
| American Electric Power Company (AEP) | 0.3 | $1.1M | NEW | 9.5k | 112.50 |
|
| Firstservice Corp (FSV) | 0.3 | $1.0M | +19% | 5.3k | 190.50 |
|
| Advanced Micro Devices (AMD) | 0.3 | $841k | NEW | 5.2k | 161.79 |
|
| Mosaic (MOS) | 0.2 | $763k | +33% | 22k | 34.68 |
|
| Packaging Corporation of America (PKG) | 0.2 | $741k | NEW | 3.4k | 217.93 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $737k | +33% | 6.0k | 123.75 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $729k | -7% | 5.0k | 145.71 |
|
| Kroger (KR) | 0.2 | $526k | 7.8k | 67.41 |
|
|
| Church & Dwight (CHD) | 0.2 | $493k | +3% | 5.6k | 87.63 |
|
| Dollar General (DG) | 0.2 | $479k | +4% | 4.6k | 103.35 |
|
| American Tower Reit (AMT) | 0.1 | $466k | NEW | 2.4k | 192.32 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $435k | -62% | 1.3k | 346.26 |
|
| Tesla Motors (TSLA) | 0.1 | $423k | -9% | 952.00 | 444.72 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $417k | NEW | 12k | 34.16 |
|
| Applied Materials (AMAT) | 0.1 | $346k | NEW | 1.7k | 204.74 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $322k | NEW | 2.4k | 132.17 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $301k | -7% | 599.00 | 502.74 |
|
| Prologis (PLD) | 0.1 | $286k | +8% | 2.5k | 114.52 |
|
| Crown Castle Intl (CCI) | 0.1 | $278k | +26% | 2.9k | 96.49 |
|
| Live Nation Entertainment (LYV) | 0.1 | $278k | NEW | 1.7k | 163.40 |
|
| Icici Bank Adr (IBN) | 0.1 | $276k | NEW | 9.1k | 30.23 |
|
| Vistra Energy (VST) | 0.1 | $274k | +27% | 1.4k | 195.92 |
|
| Equity Residential Sh Ben Int (EQR) | 0.1 | $274k | NEW | 4.2k | 64.73 |
|
| Sba Communications Corp Cl A (SBAC) | 0.1 | $264k | +41% | 1.4k | 193.35 |
|
| Equinix (EQIX) | 0.1 | $257k | -48% | 328.00 | 783.24 |
|
| Abbvie (ABBV) | 0.1 | $234k | NEW | 1.0k | 231.54 |
|
| Oracle Corporation (ORCL) | 0.1 | $229k | -89% | 814.00 | 281.24 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $225k | NEW | 244.00 | 920.64 |
|
| Visa Com Cl A (V) | 0.1 | $211k | 619.00 | 341.38 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $208k | NEW | 1.1k | 182.42 |
|
| Tko Group Holdings Cl A (TKO) | 0.1 | $202k | NEW | 1.0k | 201.96 |
|
| Infosys Sponsored Adr (INFY) | 0.1 | $186k | NEW | 11k | 16.27 |
|
Past Filings by Sustainable Insight Capital Management
SEC 13F filings are viewable for Sustainable Insight Capital Management going back to 2016
- Sustainable Insight Capital Management 2025 Q3 filed Nov. 14, 2025
- Sustainable Insight Capital Management 2025 Q2 filed Aug. 6, 2025
- Sustainable Insight Capital Management 2025 Q1 filed May 13, 2025
- Sustainable Insight Capital Management 2024 Q4 filed Jan. 21, 2025
- Sustainable Insight Capital Management 2024 Q3 filed Nov. 1, 2024
- Sustainable Insight Capital Management 2024 Q2 filed Aug. 5, 2024
- Sustainable Insight Capital Management 2024 Q1 filed May 7, 2024
- Sustainable Insight Capital Management 2023 Q4 filed Feb. 14, 2024
- Sustainable Insight Capital Management 2023 Q3 filed Oct. 24, 2023
- Sustainable Insight Capital Management 2023 Q2 filed Aug. 14, 2023
- Sustainable Insight Capital Management 2023 Q1 filed May 9, 2023
- Sustainable Insight Capital Management 2022 Q4 filed Feb. 14, 2023
- Sustainable Insight Capital Management 2022 Q3 filed Nov. 4, 2022
- Sustainable Insight Capital Management 2022 Q2 filed Aug. 8, 2022
- Sustainable Insight Capital Management 2022 Q1 filed May 12, 2022
- Sustainable Insight Capital Management 2021 Q4 filed Feb. 2, 2022