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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 2026-03-31, filed 2026-05-14, with 86 holding rows worth $297,747,990.

Accession
0001580677-26-000002
Filer
CIK 1580677
Filed
2026-05-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 86 entries on the cover page, a total value of $297,747,990 stated on the cover page (in dollars after the unit check, H1), rows summing to $297,747,990 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 Inc037833100COM127,987$32,481,821dollars as filed
Broadcom Inc.11135F101COM66,970$20,727,885dollars as filed
NVIDIA Corp67066G104COM109,056$19,019,366dollars as filed
Amazon.com, Inc023135106COM74,475$15,510,908dollars as filed
Eli Lilly and Company532457108COM16,781$15,434,660dollars as filed
Palantir Technologies Inc. Class A69608A108COM87,239$12,761,321dollars as filed
Microsoft Corp594918104COM33,897$12,547,652dollars as filed
Tesla Motors, Inc88160R101COM30,563$11,361,795dollars as filed
PALO ALTO NETWORKS INC697435105COM68,453$10,974,385dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM36,213$10,413,410dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM29,000$8,318,940dollars as filed
MSCI INC COM55354G100Stock11,060$5,961,451dollars as filed
Marsh & McLennan Companies,Inc.571748102COM33,827$5,867,293dollars as filed
HUMANA INC COM444859102Stock30,797$5,339,892dollars as filed
T-Mobile US,Inc.872590104COM25,177$5,287,925dollars as filed
JPMorgan Chase & Co46625H100COM16,657$4,899,823dollars as filed
Automatic Data Processing,Inc.053015103COM22,889$4,650,587dollars as filed
Booking Holdings Inc.09857L108COM1,103$4,643,983dollars as filed
TRANSDIGM GROUP INC COM893641100Stock3,853$4,465,473dollars as filed
COPART INC COM217204106Stock132,937$4,413,508dollars as filed
STEEL DYNAMICS INC COM858119100Stock23,237$4,182,660dollars as filed
Netflix, Inc64110L106COM43,240$4,157,526dollars as filed
Costco Wholesale Corporation22160K105COM4,154$4,139,170dollars as filed
FERRARI N VN3167Y103COM10,425$3,481,470dollars as filed
TORONTO DOMINION BK ONT COM NEW891160509Stock33,065$3,088,507dollars as filed
Walmart Inc.931142103COM22,891$2,844,893dollars as filed
ALLSTATE CORP COM020002101Stock12,184$2,526,231dollars as filed
HARTFORD INSURANCE GROUP INC COM416515104Stock18,610$2,516,630dollars as filed
ARCH CAP GROUP LTD ORDG0450A105Stock25,976$2,493,436dollars as filed
WILLIS TOWERS WATSON PLC LTD SHSG96629103Stock8,482$2,465,717dollars as filed
GLOBE LIFE INC37959E102COM17,700$2,463,309dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock2,405$2,153,052dollars as filed
WYNN RESORTS LTD983134107COM20,200$2,051,310dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock15,494$2,028,939dollars as filed
CSX Corporation126408103COM48,557$1,993,265dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock5,720$1,963,218dollars as filed
DOVER CORP COM260003108Stock8,807$1,835,819dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock10,832$1,798,870dollars as filed
Lam Research Corporation512807306COM6,465$1,381,312dollars as filed
MONSTER BEVERAGE CORP NEW COM61174X109Stock18,582$1,346,452dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock16,985$1,336,795dollars as filed
LIVE NATION ENTERTAINMENT INC COM538034109Stock8,700$1,326,837dollars as filed
CANADIANNATLRYCOF136375102STOK12,540$1,290,874dollars as filed
Advanced Micro Devices,Inc.007903107COM6,097$1,240,313dollars as filed
TKO GROUP HOLDINGS INC CL A87256C101Stock6,100$1,230,065dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS10,300$1,222,315dollars as filed
Prologis,Inc.74340W103COM8,098$1,070,394dollars as filed
AbbVie,Inc.00287Y109COM4,912$1,068,311dollars as filed
HERSHEY CO COM427866108Stock4,900$1,018,661dollars as filed
FRANCO NEV CORP COM351858105Stock4,056$1,004,450dollars as filed
EQUINIX INC COM29444U700REIT1,008$988,082dollars as filed
KLA CORP482480100COM634$933,508dollars as filed
FIRSTSERVICE CORP NEW COM33767E202Stock6,538$909,651dollars as filed
Micron Technology,Inc.595112103COM2,565$866,560dollars as filed
KROGER CO COM501044101Stock11,301$817,740dollars as filed
Applied Materials,Inc.038222105COM2,390$816,878dollars as filed
AMPHENOL CORP NEW032095101COM6,256$790,446dollars as filed
DOLLAR GEN CORP COM256677105Stock6,635$787,774dollars as filed
CROWN CASTLE INC COM22822V101REIT9,682$787,243dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock8,300$774,556dollars as filed
EQUITY RESIDENTIAL29476L107SH BEN INT12,428$735,116dollars as filed
SBA COMMUNICATIONS CORP CL A78410G104REIT4,265$734,049dollars as filed
MID AMERICA APARTMENT COMMUNITIES INC.59522J103Common Stock, par value $0.01 per share5,800$708,296dollars as filed
ARISTA NETWORKS INC040413205COM5,402$663,258dollars as filed
Cisco Systems,Inc.17275R102COM8,276$642,135dollars as filed
SUNCOR ENERGY INC NEW COM867224107Stock8,916$589,806dollars as filed
CANADIAN NAT RES LTD MED TERM COM136385101Stock11,942$582,547dollars as filed
PHILLIPS 66 COM718546104Stock3,000$546,540dollars as filed
Merck & Co.,Inc.58933Y105COM4,412$530,719dollars as filed
HDFC BANK LTD SPONSORED ADS40415F101ADR20,598$512,478dollars as filed
APPLOVIN CORP COM CL A03831W108Stock1,280$509,440dollars as filed
CBRE GROUP INC CL A12504L109Stock3,700$501,202dollars as filed
Amgen Inc.031162100COM1,357$477,460dollars as filed
Intuitive Surgical,Inc.46120E602COM1,025$472,515dollars as filed
PDD HOLDINGS INC SPONSORED ADS722304102ADR3,938$402,385dollars as filed
ICICI BANK LIMITED ADR45104G104ADR14,935$386,817dollars as filed
Gilead Sciences,Inc.375558103COM2,538$353,721dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM731$326,421dollars as filed
MCKESSON CORP COM58155Q103Stock374$323,645dollars as filed
META PLATFORMS INC CL A30303M102COM555$317,532dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock222$242,724dollars as filed
Johnson & Johnson478160104COM948$231,729dollars as filed
Stryker Corporation863667101COM674$221,470dollars as filed
Berkshire Hathaway Inc084670702COM449$215,161dollars as filed
Boston Scientific Corporation101137107COM3,329$208,895dollars as filed
PLUG PWR INC72919P202COM NEW16,200$36,612dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001580677-26-000002this filing2026-05-14acceptance time not in the bulk data set