Sustainable Insight Capital Management

Sustainable Insight Capital Management as of March 31, 2025

Portfolio Holdings for Sustainable Insight Capital Management

Sustainable Insight Capital Management holds 66 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.6 $15M 69k 222.13
Broadcom (AVGO) 6.5 $13M 78k 167.43
Palo Alto Networks (PANW) 6.3 $13M 74k 170.64
Amazon (AMZN) 5.5 $11M 58k 190.26
Chipotle Mexican Grill (CMG) 4.9 $9.7M 194k 50.21
At&t (T) 4.7 $9.4M 333k 28.28
Metropcs Communications (TMUS) 4.7 $9.4M 35k 266.71
Microsoft Corporation (MSFT) 4.2 $8.5M 23k 375.39
Eli Lilly & Co. (LLY) 3.9 $7.7M 9.4k 825.91
NVIDIA Corporation (NVDA) 3.8 $7.6M 70k 108.38
Abbott Laboratories (ABT) 3.7 $7.4M 56k 132.65
Humana (HUM) 3.5 $7.1M 27k 264.60
JPMorgan Chase & Co. (JPM) 2.6 $5.2M 21k 245.30
Wells Fargo & Company (WFC) 2.4 $4.9M 68k 71.79
Marsh & McLennan Companies (MMC) 2.4 $4.8M 20k 244.03
Msci (MSCI) 2.4 $4.7M 8.4k 565.50
Allstate Corporation (ALL) 2.3 $4.7M 23k 207.07
Ubs Group SHS (UBS) 2.3 $4.7M 154k 30.39
Sherwin-Williams Company (SHW) 1.9 $3.7M 11k 349.19
Parker-Hannifin Corporation (PH) 1.6 $3.2M 5.3k 607.85
Copart (CPRT) 1.6 $3.2M 57k 56.59
Dover Corporation (DOV) 1.6 $3.1M 18k 175.68
TransDigm Group Incorporated (TDG) 1.5 $3.0M 2.2k 1383.29
Costco Wholesale Corporation (COST) 1.3 $2.6M 2.8k 945.78
Wal-Mart Stores (WMT) 1.3 $2.5M 29k 87.79
Cibc Cad (CM) 1.2 $2.4M 42k 56.26
Toronto Dominion Bk Ont Com New (TD) 1.2 $2.3M 39k 59.93
NiSource (NI) 1.0 $2.0M 50k 40.09
MetLife (MET) 0.8 $1.7M 21k 80.29
Atmos Energy Corporation (ATO) 0.7 $1.5M 9.5k 154.58
Phillips 66 (PSX) 0.7 $1.5M 12k 123.48
Hess (HES) 0.7 $1.5M 9.1k 159.73
Kroger (KR) 0.6 $1.3M 19k 67.69
Monster Beverage Corp (MNST) 0.6 $1.2M 21k 58.52
Church & Dwight (CHD) 0.6 $1.2M 11k 110.09
Meta Platforms Cl A (META) 0.5 $958k 1.7k 576.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $758k 1.4k 532.58
Canadian Pacific Kansas City (CP) 0.4 $739k 11k 70.19
Canadian Natl Ry (CNI) 0.4 $735k 7.6k 97.33
Canadian Natural Resources (CNQ) 0.4 $717k 23k 30.78
Franco-Nevada Corporation (FNV) 0.4 $713k 4.5k 157.30
Tesla Motors (TSLA) 0.3 $594k 2.3k 259.16
Palantir Technologies Cl A (PLTR) 0.3 $584k 6.9k 84.40
Alphabet Cap Stk Cl A (GOOGL) 0.3 $544k 3.5k 154.64
Servicenow (NOW) 0.3 $526k 660.00 796.14
UnitedHealth (UNH) 0.3 $514k 981.00 523.75
Prologis (PLD) 0.3 $512k 4.6k 111.79
Simon Property (SPG) 0.2 $490k 2.9k 166.08
Welltower Inc Com reit (WELL) 0.2 $478k 3.1k 153.21
Visa Com Cl A (V) 0.2 $476k 1.4k 350.46
Sba Communications Corp Cl A (SBAC) 0.2 $474k 2.2k 220.01
Equinix (EQIX) 0.2 $460k 564.00 815.35
Boston Properties (BXP) 0.2 $453k 6.7k 67.19
Mid-America Apartment (MAA) 0.2 $436k 2.6k 167.58
Firstservice Corp (FSV) 0.2 $434k 2.6k 165.85
Procter & Gamble Company (PG) 0.2 $396k 2.3k 170.42
Johnson & Johnson (JNJ) 0.2 $381k 2.3k 165.84
Mastercard Incorporated Cl A (MA) 0.2 $366k 667.00 548.12
Abbvie (ABBV) 0.2 $356k 1.7k 209.52
Home Depot (HD) 0.1 $290k 790.00 366.49
Crowdstrike Hldgs Cl A (CRWD) 0.1 $282k 800.00 352.58
Arista Networks Com Shs (ANET) 0.1 $270k 3.5k 77.48
Netflix (NFLX) 0.1 $252k 270.00 932.53
salesforce (CRM) 0.1 $241k 899.00 268.36
Fortinet (FTNT) 0.1 $226k 2.4k 96.26
Motorola Solutions Com New (MSI) 0.1 $219k 500.00 437.81