13F-HR filed by Sustainable Insight Capital Management, LLC
Sustainable Insight Capital Management, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-19, with 78 holding rows worth $233,154,227.
- Accession
- 0001580677-26-000006
- Filer
- CIK 1580677
- Filed
- 2026-08-19
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 78 entries on the cover page, a total value of $233,154,227 stated on the cover page (in dollars after the unit check, H1), rows summing to $233,154,227 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 | 84,508 | $24,453,235 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 48,320 | $18,252,880 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 72,314 | $14,469,308 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 24,048 | $13,969,724 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 38,953 | $13,920,634 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 9,624 | $11,543,314 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 31,640 | $11,179,361 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 28,600 | $9,753,172 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 82,039 | $9,571,490 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 18,163 | $7,639,358 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 5,115 | $6,813,385 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 25,010 | $6,802,720 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 22,903 | $5,458,701 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 14,497 | $5,407,671 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 37,882 | $4,457,575 | dollars as filed | |
| MSCI INC COM | 55354G100 | Stock | 7,205 | $4,035,088 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 3,465 | $3,999,615 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 10,295 | $3,814,349 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 7,056 | $2,932,685 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 59,500 | $2,684,045 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 15,369 | $2,577,842 | dollars as filed | |
| TORONTO DOMINION BK ONT COM NEW | 891160509 | Stock | 21,052 | $2,557,294 | dollars as filed | |
| SUN LIFE FINANCIAL INC. COM | 866796105 | Stock | 31,300 | $2,455,183 | dollars as filed | |
| TKO GROUP HOLDINGS INC CL A | 87256C101 | Stock | 12,000 | $2,415,720 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 7,147 | $2,339,428 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 10,945 | $1,950,837 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,994 | $1,865,327 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 2,240 | $1,619,520 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 3,530 | $1,529,655 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 12,291 | $1,392,079 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 5,100 | $1,304,988 | dollars as filed | |
| AUTOZONE INC COM | 053332102 | Stock | 405 | $1,294,356 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 1,306 | $1,277,425 | dollars as filed | |
| WYNN RESORTS LTD | 983134107 | COM | 12,500 | $1,213,625 | dollars as filed | |
| STEEL DYNAMICS INC COM | 858119100 | Stock | 5,137 | $1,178,736 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 7,028 | $1,171,357 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 24,557 | $1,167,194 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 3,526 | $1,104,096 | dollars as filed | |
| KLA CORP | 482480100 | COM | 3,620 | $1,092,190 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 4,569 | $1,087,148 | dollars as filed | |
| HARTFORD INSURANCE GROUP INC COM | 416515104 | Stock | 8,173 | $1,083,086 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 38,204 | $1,076,971 | dollars as filed | |
| WILLIS TOWERS WATSON PLC LTD SHS | G96629103 | Stock | 3,991 | $1,043,128 | dollars as filed | |
| GLOBE LIFE INC | 37959E102 | COM | 5,800 | $1,036,344 | dollars as filed | |
| JACOBS SOLUTIONS INC COM | 46982L108 | Stock | 7,900 | $995,400 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 3,492 | $972,906 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 2,956 | $881,095 | dollars as filed | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 7,082 | $680,722 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 3,756 | $662,258 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 2,400 | $625,056 | dollars as filed | |
| CASEYS GEN STORES INC | 147528103 | COM | 760 | $604,040 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 767 | $585,328 | dollars as filed | |
| CBRE GROUP INC CL A | 12504L109 | Stock | 4,100 | $552,229 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 4,800 | $548,658 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 3,202 | $543,956 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 488 | $508,686 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 5,182 | $392,433 | dollars as filed | |
| MID AMERICA APARTMENT COMMUNITIES INC. | 59522J103 | Common Stock, par value $0.01 per share | 2,800 | $389,032 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 331 | $388,879 | dollars as filed | |
| SBA COMMUNICATIONS CORP CL A | 78410G104 | REIT | 2,165 | $382,036 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 4,403 | $381,383 | dollars as filed | |
| CHURCH & DWIGHT CO INC COM | 171340102 | Stock | 3,900 | $377,832 | dollars as filed | |
| KROGER CO COM | 501044101 | Stock | 6,801 | $377,660 | dollars as filed | |
| HOST HOTELS & RESORTS INC COM | 44107P104 | REIT | 15,800 | $374,618 | dollars as filed | |
| CANADIANNATLRYCOF | 136375102 | STOK | 3,040 | $362,389 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 3,135 | $360,870 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 700 | $360,661 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 2,876 | $337,815 | dollars as filed | |
| CANADIAN NAT RES LTD MED TERM COM | 136385101 | Stock | 8,342 | $329,790 | dollars as filed | |
| SUNCOR ENERGY INC NEW COM | 867224107 | Stock | 6,116 | $328,732 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 3,255 | $323,156 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 1,145 | $298,112 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,112 | $279,824 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 475 | $267,563 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 460 | $222,566 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 2,432 | $219,999 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 152 | $210,119 | dollars as filed | |
| PLUG PWR INC | 72919P202 | COM NEW | 13,500 | $36,585 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001580677-26-000006 | this filing | 2026-08-19 | acceptance time not in the bulk data set |