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, NVDA, AMZN, LLY, and represent 34.65% of Sustainable Insight Capital Management's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$8.6M), AMZN (+$7.8M), TSLA, GOOGL, RACE, GOOG, NVDA, ACGL, WTW, GL.
- Started 17 new stock positions in WTW, BSX, MRK, RACE, GILD, ACGL, HSY, SHOP, CSCO, GL. KLAC, JCI, CHD, MAA, SYK, LYV, JNJ.
- Reduced shares in these 10 stocks: TMUS (-$9.3M), PANW (-$7.9M), ABT (-$6.4M), PLTR (-$5.1M), WFC, , AEP, PSX, MRSH, BKNG.
- Sold out of its positions in ABT, AEP, COF, EXE, INFY, KVUE, NRG, WFC.
- Sustainable Insight Capital Management was a net buyer of stock by $24M.
- Sustainable Insight Capital Management has $298M in assets under management (AUM), dropping by -0.61%.
- Central Index Key (CIK): 0001580677
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Portfolio Holdings for Sustainable Insight Capital Management
Sustainable Insight Capital Management holds 86 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.9 | $33M | +35% | 128k | 253.79 |
|
| Broadcom (AVGO) | 7.0 | $21M | +4% | 67k | 309.51 |
|
| NVIDIA Corporation (NVDA) | 6.4 | $19M | +17% | 109k | 174.40 |
|
| Amazon (AMZN) | 5.2 | $16M | +101% | 75k | 208.27 |
|
| Eli Lilly & Co. (LLY) | 5.2 | $15M | +18% | 17k | 919.77 |
|
| Palantir Technologies Cl A (PLTR) | 4.3 | $13M | -28% | 87k | 146.28 |
|
| Microsoft Corporation (MSFT) | 4.2 | $13M | +15% | 34k | 370.17 |
|
| Tesla Motors (TSLA) | 3.8 | $11M | +66% | 31k | 371.75 |
|
| Palo Alto Networks (PANW) | 3.7 | $11M | -41% | 69k | 160.32 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $10M | +52% | 36k | 287.56 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $8.3M | +51% | 29k | 286.86 |
|
| Msci (MSCI) | 2.0 | $6.0M | -19% | 11k | 539.01 |
|
| Marsh & McLennan Companies (MRSH) | 2.0 | $5.9M | -21% | 34k | 173.45 |
|
| Humana (HUM) | 1.8 | $5.3M | +24% | 31k | 173.39 |
|
| Metropcs Communications (TMUS) | 1.8 | $5.3M | -63% | 25k | 210.03 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $4.9M | +33% | 17k | 294.16 |
|
| Automatic Data Processing (ADP) | 1.6 | $4.7M | +39% | 23k | 203.18 |
|
| Booking Holdings (BKNG) | 1.6 | $4.6M | -25% | 1.1k | 4210.32 |
|
| TransDigm Group Incorporated (TDG) | 1.5 | $4.5M | +20% | 3.9k | 1158.96 |
|
| Copart (CPRT) | 1.5 | $4.4M | +24% | 133k | 33.20 |
|
| Steel Dynamics (STLD) | 1.4 | $4.2M | +86% | 23k | 180.00 |
|
| Netflix (NFLX) | 1.4 | $4.2M | +13% | 43k | 96.15 |
|
| Costco Wholesale Corporation (COST) | 1.4 | $4.1M | +30% | 4.2k | 996.43 |
|
| Ferrari Nv Ord (RACE) | 1.2 | $3.5M | NEW | 10k | 333.95 |
|
| Toronto Dominion Bk Ont Com New (TD) | 1.0 | $3.1M | +12% | 33k | 93.41 |
|
| Wal-Mart Stores (WMT) | 1.0 | $2.8M | +77% | 23k | 124.28 |
|
| Allstate Corporation (ALL) | 0.8 | $2.5M | -32% | 12k | 207.34 |
|
| Hartford Financial Services (HIG) | 0.8 | $2.5M | -32% | 19k | 135.23 |
|
| Arch Cap Group Ord (ACGL) | 0.8 | $2.5M | NEW | 26k | 95.99 |
|
| Willis Towers Watson SHS (WTW) | 0.8 | $2.5M | NEW | 8.5k | 290.70 |
|
| Globe Life (GL) | 0.8 | $2.5M | NEW | 18k | 139.17 |
|
| Parker-Hannifin Corporation (PH) | 0.7 | $2.2M | +30% | 2.4k | 895.24 |
|
| Wynn Resorts (WYNN) | 0.7 | $2.1M | -31% | 20k | 101.55 |
|
| Johnson Controls Internation SHS (JCI) | 0.7 | $2.0M | NEW | 16k | 130.95 |
|
| CSX Corporation (CSX) | 0.7 | $2.0M | +8% | 49k | 41.05 |
|
| General Dynamics Corporation (GD) | 0.7 | $2.0M | +21% | 5.7k | 343.22 |
|
| Dover Corporation (DOV) | 0.6 | $1.8M | +8% | 8.8k | 208.45 |
|
| C H Robinson Worldwide In Com New (CHRW) | 0.6 | $1.8M | +9% | 11k | 166.07 |
|
| Lam Research Corp Com New (LRCX) | 0.5 | $1.4M | +10% | 6.5k | 213.66 |
|
| Monster Beverage Corp (MNST) | 0.5 | $1.3M | +52% | 19k | 72.46 |
|
| Canadian Pacific Kansas City (CP) | 0.4 | $1.3M | +25% | 17k | 78.70 |
|
| Live Nation Entertainment (LYV) | 0.4 | $1.3M | NEW | 8.7k | 152.51 |
|
| Canadian Natl Ry (CNI) | 0.4 | $1.3M | +25% | 13k | 102.94 |
|
| Advanced Micro Devices (AMD) | 0.4 | $1.2M | +24% | 6.1k | 203.43 |
|
| Tko Group Holdings Cl A (TKO) | 0.4 | $1.2M | -14% | 6.1k | 201.65 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $1.2M | NEW | 10k | 118.67 |
|
| Prologis (PLD) | 0.4 | $1.1M | +350% | 8.1k | 132.18 |
|
| Abbvie (ABBV) | 0.4 | $1.1M | +39% | 4.9k | 217.49 |
|
| Hershey Company (HSY) | 0.3 | $1.0M | NEW | 4.9k | 207.89 |
|
| Franco-Nevada Corporation (FNV) | 0.3 | $1.0M | +6% | 4.1k | 247.65 |
|
| Equinix (EQIX) | 0.3 | $988k | +250% | 1.0k | 980.24 |
|
| Kla Corp Com New (KLAC) | 0.3 | $934k | NEW | 634.00 | 1472.41 |
|
| Firstservice Corp (FSV) | 0.3 | $910k | +60% | 6.5k | 139.13 |
|
| Micron Technology (MU) | 0.3 | $867k | +165% | 2.6k | 337.84 |
|
| Kroger (KR) | 0.3 | $818k | +109% | 11k | 72.36 |
|
| Applied Materials (AMAT) | 0.3 | $817k | +60% | 2.4k | 341.79 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $790k | +12% | 6.3k | 126.35 |
|
| Dollar General (DG) | 0.3 | $788k | +172% | 6.6k | 118.73 |
|
| Crown Castle Intl (CCI) | 0.3 | $787k | +306% | 9.7k | 81.31 |
|
| Church & Dwight (CHD) | 0.3 | $775k | NEW | 8.3k | 93.32 |
|
| Equity Residential Sh Ben Int (EQR) | 0.2 | $735k | +273% | 12k | 59.15 |
|
| Sba Communications Corp Cl A (SBAC) | 0.2 | $734k | +300% | 4.3k | 172.11 |
|
| Mid-America Apartment (MAA) | 0.2 | $708k | NEW | 5.8k | 122.12 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $663k | +12% | 5.4k | 122.78 |
|
| Cisco Systems (CSCO) | 0.2 | $642k | NEW | 8.3k | 77.59 |
|
| Suncor Energy (SU) | 0.2 | $590k | -48% | 8.9k | 66.15 |
|
| Canadian Natural Resources (CNQ) | 0.2 | $583k | -47% | 12k | 48.78 |
|
| Phillips 66 (PSX) | 0.2 | $547k | -76% | 3.0k | 182.18 |
|
| Merck & Co (MRK) | 0.2 | $531k | NEW | 4.4k | 120.29 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.2 | $513k | +46% | 21k | 24.88 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $509k | +10% | 1.3k | 398.00 |
|
| Cbre Group Cl A (CBRE) | 0.2 | $501k | +8% | 3.7k | 135.46 |
|
| Amgen (AMGN) | 0.2 | $478k | +62% | 1.4k | 351.85 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $473k | +41% | 1.0k | 460.99 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $402k | +34% | 3.9k | 102.18 |
|
| Icici Bank Adr (IBN) | 0.1 | $387k | +37% | 15k | 25.90 |
|
| Gilead Sciences (GILD) | 0.1 | $354k | NEW | 2.5k | 139.37 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $326k | +37% | 731.00 | 446.54 |
|
| McKesson Corporation (MCK) | 0.1 | $324k | +47% | 374.00 | 865.36 |
|
| Meta Platforms Cl A (META) | 0.1 | $318k | -6% | 555.00 | 572.13 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $243k | 222.00 | 1093.35 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $232k | NEW | 948.00 | 244.44 |
|
| Stryker Corporation (SYK) | 0.1 | $222k | NEW | 674.00 | 328.59 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $215k | 449.00 | 479.20 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $209k | NEW | 3.3k | 62.75 |
|
| Plug Pwr Com New (PLUG) | 0.0 | $37k | 16k | 2.26 |
|
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 2026 Q1 filed May 14, 2026
- Sustainable Insight Capital Management 2025 Q4 filed Feb. 12, 2026
- 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