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Disclosery

13F-HR filed by Sustainable Insight Capital Management, LLC

Sustainable Insight Capital Management, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-21, with 73 holding rows worth $228,518,651.

Accession
0001085146-25-000316
Filer
CIK 1580677
Filed
2025-01-21
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 73 entries on the cover page, a total value of $228,518,651 stated on the cover page (in dollars after the unit check, H1), rows summing to $228,518,651 with VALUE read as dollars as filed, 13F file number 028-17909. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM70,840$17,739,753dollars as filed
Broadcom Inc.11135F101COM69,732$16,166,667dollars as filed
PALO ALTO NETWORKS INC697435105COM86,006$15,649,652dollars as filed
Amazon.com, Inc023135106COM66,991$14,697,155dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK226,083$13,632,805dollars as filed
AT&T Inc00206R102COM544,763$12,404,254dollars as filed
T-Mobile US,Inc.872590104COM55,792$12,314,968dollars as filed
NVIDIA Corp67066G104COM73,864$9,919,197dollars as filed
Microsoft Corp594918104COM23,335$9,835,703dollars as filed
Eli Lilly and Company532457108COM8,467$6,536,524dollars as filed
Abbott Laboratories002824100COM55,800$6,311,538dollars as filed
COOPER COS INC216648501COM67,182$6,176,041dollars as filed
HUMANA INC COM444859102Stock24,342$6,175,809dollars as filed
JPMorgan Chase & Co46625H100COM22,895$5,488,160dollars as filed
Wells Fargo & Company949746101COM74,200$5,211,808dollars as filed
Marsh & McLennan Companies,Inc.571748102COM24,190$5,138,198dollars as filed
MSCI INC COM55354G100Stock8,534$5,120,485dollars as filed
HARTFORD INSURANCE GROUP INC COM416515104Stock46,795$5,119,373dollars as filed
ALLSTATE CORP COM020002101Stock26,457$5,100,645dollars as filed
SHERWIN WILLIAMS CO824348106COM11,210$3,810,615dollars as filed
Deere & Company244199105COM7,728$3,274,354dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock4,970$3,161,069dollars as filed
COPART INC COM217204106Stock54,973$3,154,900dollars as filed
TRANSDIGM GROUP INC COM893641100Stock2,436$3,087,094dollars as filed
DOVER CORP COM260003108Stock16,300$3,057,880dollars as filed
Costco Wholesale Corporation22160K105COM2,660$2,437,278dollars as filed
Walmart Inc.931142103COM26,884$2,428,969dollars as filed
NISOURCE INC COM65473P105Stock52,153$1,917,144dollars as filed
ATMOS ENERGY CORP COM049560105Stock11,000$1,531,970dollars as filed
METLIFE INC COM59156R108Stock17,128$1,402,441dollars as filed
KROGER CO COM501044101Stock20,655$1,263,053dollars as filed
MONSTER BEVERAGE CORP NEW COM61174X109Stock23,100$1,214,136dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock11,483$1,202,385dollars as filed
Salesforce.com, Inc79466L302COM3,411$1,140,400dollars as filed
Tesla Motors, Inc88160R101COM2,090$844,026dollars as filed
ServiceNow,Inc.81762P102COM760$805,691dollars as filed
META PLATFORMS INC CL A30303M102COM1,162$680,363dollars as filed
Advanced Micro Devices,Inc.007903107COM5,558$671,351dollars as filed
Palantir Technologies Inc. Class A69608A108COM8,124$614,418dollars as filed
EQUINIX INC COM29444U700REIT564$531,790dollars as filed
ConocoPhillips20825C104COM4,900$485,933dollars as filed
Prologis,Inc.74340W103COM4,579$484,000dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT2,749$473,405dollars as filed
Berkshire Hathaway Inc084670702COM1,024$464,159dollars as filed
WELLTOWER INC COM95040Q104REIT3,622$456,481dollars as filed
FEDERAL RLTY INVT TR NEW313745101SH BEN INT NEW4,026$450,711dollars as filed
BXP INC COM101121101REIT6,037$448,911dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock6,100$441,477dollars as filed
FRANCO NEV CORP COM351858105Stock3,755$441,064dollars as filed
SBA COMMUNICATIONS CORP CL A78410G104REIT2,156$439,393dollars as filed
CANADIANNATLRYCOF136375102STOK4,300$436,459dollars as filed
CANADIAN IMPERIAL BANK OF COMM COM136069101Stock6,900$436,282dollars as filed
FIRSTSERVICE CORP NEW COM33767E202Stock2,387$432,203dollars as filed
ARISTA NETWORKS INC040413205COM3,888$429,741dollars as filed
EOG RES INC COM26875P101Stock3,200$392,256dollars as filed
WILLIAMS COS INC COM969457100Stock7,000$378,840dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock13,100$358,940dollars as filed
Micron Technology,Inc.595112103COM4,214$354,650dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,820$344,526dollars as filed
UnitedHealth Group Inc91324P102COM681$344,491dollars as filed
TARGA RES CORP COM87612G101Stock1,900$339,150dollars as filed
TEXAS PACIFIC LAND CORPORATION COM88262P102Stock300$331,788dollars as filed
EQT CORP COM26884L109Stock6,800$313,548dollars as filed
Procter & Gamble Co742718109COM1,823$305,626dollars as filed
Visa Inc92826C839COM958$302,766dollars as filed
FORTINET INC COM34959E109Stock2,950$278,716dollars as filed
MasterCard, Inc57636Q104COM467$245,908dollars as filed
Johnson & Johnson478160104COM1,700$245,854dollars as filed
AbbVie,Inc.00287Y109COM1,298$230,655dollars as filed
Home Depot, Inc437076102COM590$229,504dollars as filed
TPI Composites Inc87266J104Common Stock42,400$80,136dollars as filed
PLUG PWR INC72919P202COM NEW37,200$79,236dollars as filed
VILLAGE FARMS INTL INC92707Y108COM93,100$71,780dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-000316this filing2025-01-21acceptance time not in the bulk data set