13F-HR filed by Sustainable Insight Capital Management, LLC
Sustainable Insight Capital Management, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 71 holding rows worth $318,239,953.
- Accession
- 0001580677-25-000002
- Filer
- CIK 1580677
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 71 entries on the cover page, a total value of $318,239,953 stated on the cover page (in dollars after the unit check, H1), rows summing to $318,239,953 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 101,987 | $25,968,950 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 69,354 | $22,880,578 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 169,480 | $22,693,372 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 108,953 | $22,185,010 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 104,656 | $19,526,716 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 84,341 | $18,518,753 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 167,645 | $18,073,807 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 33,566 | $17,385,510 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 18,641 | $14,223,083 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 370,457 | $10,461,706 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 43,577 | $10,431,462 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 41,115 | $8,285,906 | dollars as filed | |
| MSCI INC COM | 55354G100 | Stock | 14,360 | $8,148,008 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 4,493 | $5,921,864 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 130,337 | $5,861,255 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 7,426 | $5,453,506 | dollars as filed | |
| TORONTO DOMINION BK ONT COM NEW | 891160509 | Stock | 67,913 | $5,429,528 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 39,131 | $5,241,206 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 20,017 | $5,207,823 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 14,577 | $4,598,023 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 20,384 | $4,375,426 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 51,882 | $4,348,749 | dollars as filed | |
| HARTFORD INSURANCE GROUP INC COM | 416515104 | Stock | 32,510 | $4,336,509 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 16,946 | $4,119,573 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 19,346 | $4,112,573 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 3,634 | $3,363,739 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 12,700 | $3,093,085 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 2,045 | $2,451,791 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 2,873 | $2,178,165 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 6,346 | $2,163,986 | dollars as filed | |
| DOVER CORP COM | 260003108 | Stock | 12,807 | $2,136,592 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 18,091 | $1,864,458 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 11,951 | $1,625,575 | dollars as filed | |
| CANADIAN NAT RES LTD MED TERM COM | 136385101 | Stock | 45,092 | $1,443,890 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 19,104 | $1,422,609 | dollars as filed | |
| CANADIANNATLRYCOF | 136375102 | STOK | 15,000 | $1,414,326 | dollars as filed | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 11,861 | $1,260,113 | dollars as filed | |
| FRANCO NEV CORP COM | 351858105 | Stock | 5,299 | $1,179,303 | dollars as filed | |
| Southern Company | 842587107 | COM | 11,382 | $1,078,672 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 9,515 | $1,070,438 | dollars as filed | |
| FIRSTSERVICE CORP NEW COM | 33767E202 | Stock | 5,269 | $1,003,756 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 5,197 | $840,823 | dollars as filed | |
| MOSAIC CO COM | 61945C103 | Stock | 22,000 | $762,960 | dollars as filed | |
| PACKAGING CORP AMER COM | 695156109 | Stock | 3,400 | $740,962 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 5,956 | $737,055 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 5,002 | $728,841 | dollars as filed | |
| KROGER CO COM | 501044101 | Stock | 7,801 | $525,865 | dollars as filed | |
| CHURCH & DWIGHT CO INC COM | 171340102 | Stock | 5,628 | $493,182 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 4,635 | $479,027 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 2,423 | $465,991 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 1,255 | $434,556 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 952 | $423,373 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 12,198 | $416,684 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 1,690 | $346,011 | dollars as filed | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 2,438 | $322,230 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 599 | $301,141 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 2,498 | $286,071 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 2,882 | $278,084 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 1,700 | $277,780 | dollars as filed | |
| ICICI BANK LIMITED ADR | 45104G104 | ADR | 9,135 | $276,151 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 1,400 | $274,288 | dollars as filed | |
| EQUITY RESIDENTIAL | 29476L107 | SH BEN INT | 4,228 | $273,678 | dollars as filed | |
| SBA COMMUNICATIONS CORP CL A | 78410G104 | REIT | 1,365 | $263,923 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 328 | $256,903 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,012 | $234,318 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 814 | $228,929 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 244 | $224,636 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 619 | $211,314 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 1,139 | $207,776 | dollars as filed | |
| TKO GROUP HOLDINGS INC CL A | 87256C101 | Stock | 1,000 | $201,960 | dollars as filed | |
| INFOSYS LTD SPONSORED ADR | 456788108 | ADR | 11,435 | $186,047 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001580677-25-000002 | this filing | 2025-11-14 | acceptance time not in the bulk data set |