Sustainable Insight Capital Management as of Dec. 31, 2024
Portfolio Holdings for Sustainable Insight Capital Management
Sustainable Insight Capital Management holds 73 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.8 | $18M | 71k | 250.42 | |
| Broadcom (AVGO) | 7.1 | $16M | 70k | 231.84 | |
| Palo Alto Networks (PANW) | 6.8 | $16M | 86k | 181.96 | |
| Amazon (AMZN) | 6.4 | $15M | 67k | 219.39 | |
| Chipotle Mexican Grill (CMG) | 6.0 | $14M | 226k | 60.30 | |
| At&t (T) | 5.4 | $12M | 545k | 22.77 | |
| Metropcs Communications (TMUS) | 5.4 | $12M | 56k | 220.73 | |
| NVIDIA Corporation (NVDA) | 4.3 | $9.9M | 74k | 134.29 | |
| Microsoft Corporation (MSFT) | 4.3 | $9.8M | 23k | 421.50 | |
| Eli Lilly & Co. (LLY) | 2.9 | $6.5M | 8.5k | 772.00 | |
| Abbott Laboratories (ABT) | 2.8 | $6.3M | 56k | 113.11 | |
| Cooper Cos (COO) | 2.7 | $6.2M | 67k | 91.93 | |
| Humana (HUM) | 2.7 | $6.2M | 24k | 253.71 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $5.5M | 23k | 239.71 | |
| Wells Fargo & Company (WFC) | 2.3 | $5.2M | 74k | 70.24 | |
| Marsh & McLennan Companies (MMC) | 2.2 | $5.1M | 24k | 212.41 | |
| Msci (MSCI) | 2.2 | $5.1M | 8.5k | 600.01 | |
| Hartford Financial Services (HIG) | 2.2 | $5.1M | 47k | 109.40 | |
| Allstate Corporation (ALL) | 2.2 | $5.1M | 27k | 192.79 | |
| Sherwin-Williams Company (SHW) | 1.7 | $3.8M | 11k | 339.93 | |
| Deere & Company (DE) | 1.4 | $3.3M | 7.7k | 423.70 | |
| Parker-Hannifin Corporation (PH) | 1.4 | $3.2M | 5.0k | 636.03 | |
| Copart (CPRT) | 1.4 | $3.2M | 55k | 57.39 | |
| TransDigm Group Incorporated (TDG) | 1.4 | $3.1M | 2.4k | 1267.28 | |
| Dover Corporation (DOV) | 1.3 | $3.1M | 16k | 187.60 | |
| Costco Wholesale Corporation (COST) | 1.1 | $2.4M | 2.7k | 916.27 | |
| Wal-Mart Stores (WMT) | 1.1 | $2.4M | 27k | 90.35 | |
| NiSource (NI) | 0.8 | $1.9M | 52k | 36.76 | |
| Atmos Energy Corporation (ATO) | 0.7 | $1.5M | 11k | 139.27 | |
| MetLife (MET) | 0.6 | $1.4M | 17k | 81.88 | |
| Kroger (KR) | 0.6 | $1.3M | 21k | 61.15 | |
| Monster Beverage Corp (MNST) | 0.5 | $1.2M | 23k | 52.56 | |
| Church & Dwight (CHD) | 0.5 | $1.2M | 12k | 104.71 | |
| salesforce (CRM) | 0.5 | $1.1M | 3.4k | 334.33 | |
| Tesla Motors (TSLA) | 0.4 | $844k | 2.1k | 403.84 | |
| Servicenow (NOW) | 0.4 | $806k | 760.00 | 1060.12 | |
| Meta Platforms Cl A (META) | 0.3 | $680k | 1.2k | 585.51 | |
| Advanced Micro Devices (AMD) | 0.3 | $671k | 5.6k | 120.79 | |
| Palantir Technologies Cl A (PLTR) | 0.3 | $614k | 8.1k | 75.63 | |
| Equinix (EQIX) | 0.2 | $532k | 564.00 | 942.89 | |
| ConocoPhillips (COP) | 0.2 | $486k | 4.9k | 99.17 | |
| Prologis (PLD) | 0.2 | $484k | 4.6k | 105.70 | |
| Simon Property (SPG) | 0.2 | $473k | 2.7k | 172.21 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $464k | 1.0k | 453.28 | |
| Welltower Inc Com reit (WELL) | 0.2 | $457k | 3.6k | 126.03 | |
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.2 | $451k | 4.0k | 111.95 | |
| Boston Properties (BXP) | 0.2 | $449k | 6.0k | 74.36 | |
| Canadian Pacific Kansas City (CP) | 0.2 | $442k | 6.1k | 72.37 | |
| Franco-Nevada Corporation (FNV) | 0.2 | $441k | 3.8k | 117.46 | |
| Sba Communications Corp Cl A (SBAC) | 0.2 | $439k | 2.2k | 203.80 | |
| Canadian Natl Ry (CNI) | 0.2 | $437k | 4.3k | 101.50 | |
| Cibc Cad (CM) | 0.2 | $436k | 6.9k | 63.23 | |
| Firstservice Corp (FSV) | 0.2 | $432k | 2.4k | 181.07 | |
| Arista Networks Com Shs (ANET) | 0.2 | $430k | 3.9k | 110.53 | |
| EOG Resources (EOG) | 0.2 | $392k | 3.2k | 122.58 | |
| Williams Companies (WMB) | 0.2 | $379k | 7.0k | 54.12 | |
| Kinder Morgan (KMI) | 0.2 | $359k | 13k | 27.40 | |
| Micron Technology (MU) | 0.2 | $355k | 4.2k | 84.16 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $345k | 1.8k | 189.30 | |
| UnitedHealth (UNH) | 0.2 | $345k | 681.00 | 505.86 | |
| Targa Res Corp (TRGP) | 0.1 | $339k | 1.9k | 178.50 | |
| Texas Pacific Land Corp (TPL) | 0.1 | $332k | 300.00 | 1105.96 | |
| EQT Corporation (EQT) | 0.1 | $314k | 6.8k | 46.11 | |
| Procter & Gamble Company (PG) | 0.1 | $306k | 1.8k | 167.65 | |
| Visa Com Cl A (V) | 0.1 | $303k | 958.00 | 316.04 | |
| Fortinet (FTNT) | 0.1 | $279k | 3.0k | 94.48 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $246k | 467.00 | 526.57 | |
| Johnson & Johnson (JNJ) | 0.1 | $246k | 1.7k | 144.62 | |
| Abbvie (ABBV) | 0.1 | $231k | 1.3k | 177.70 | |
| Home Depot (HD) | 0.1 | $230k | 590.00 | 388.99 | |
| Tpi Composites (TPICQ) | 0.0 | $80k | 42k | 1.89 | |
| Plug Power Com New (PLUG) | 0.0 | $79k | 37k | 2.13 | |
| Village Farms International (VFF) | 0.0 | $72k | 93k | 0.77 |