Sustainable Insight Capital Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Sustainable Insight Capital Management, LLC reported 73 stock positions worth $228.5 million. Its top holding was Apple (AAPL) at 7.8% of the portfolio, followed by Broadcom (AVGO, 7.1%) and Palo Alto Networks (PANW, 6.8%). Compared with Q3 2024, it opened 21 new positions, sold out of 20, added to 23 and reduced 25. The biggest buy was Amazon.com (AMZN, shares +105%) and the biggest sale an exit from Lam Research (LRCX).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001580677
- Portfolio Value
- $228.5M (Q4 2024)
- SEC Filing
- 0001085146-25-000316 ↗ filed Jan 21, 2025
Holdings Value
Holdings 73 stocks · $228.5M
| AAPL Apple Inc. | 7.76% | 70,840 | $17.7M | Reduce -4.8% |
| AVGO Broadcom Inc. | 7.07% | 69,732 | $16.2M | Reduce -22.1% |
| PANW Palo Alto Networks Inc. | 6.85% | 86,006 | $15.6M | Reduce -4.0% |
| AMZN Amazon.com Inc. | 6.43% | 66,991 | $14.7M | Add +104.5% |
| CMG Chipotle Mexican Grill Inc. | 5.97% | 226,083 | $13.6M | Add +156.0% |
| T AT&T Inc. | 5.43% | 544,763 | $12.4M | Add +19.4% |
| TMUS T-Mobile US Inc. | 5.39% | 55,792 | $12.3M | Add +15.0% |
| NVDA Nvidia Corp. | 4.34% | 73,864 | $9.9M | Add +122.7% |
| MSFT Microsoft Corp. | 4.30% | 23,335 | $9.8M | Add +117.1% |
| LLY Eli Lilly & Co. | 2.86% | 8,467 | $6.5M | Reduce -43.7% |
| ABT Abbott Laboratories | 2.76% | 55,800 | $6.3M | New |
| COO The Cooper Cos Inc. | 2.70% | 67,182 | $6.2M | New |
| HUM Humana Inc. | 2.70% | 24,342 | $6.2M | Reduce -38.9% |
| JPM JPMorgan Chase & Co. | 2.40% | 22,895 | $5.5M | Add +36.7% |
| WFC Wells Fargo & Co. | 2.28% | 74,200 | $5.2M | New |
| MRSH Marsh & McLennan Cos | 2.25% | 24,190 | $5.1M | Add +66.3% |
| MSCI MSCI Inc. | 2.24% | 8,534 | $5.1M | Add +52.0% |
| HIG Hartford Insurance Group Inc. | 2.24% | 46,795 | $5.1M | Add +70.8% |
| ALL Allstate Corp. | 2.23% | 26,457 | $5.1M | Add +55.6% |
| SHW The Sherwin-Williams Co. | 1.67% | 11,210 | $3.8M | Reduce -25.6% |
| DE Deere & Co. | 1.43% | 7,728 | $3.3M | Reduce -13.0% |
| PH Parker Hannifin Corp. | 1.38% | 4,970 | $3.2M | Reduce -13.5% |
| CPRT Copart Inc. | 1.38% | 54,973 | $3.2M | Reduce -21.0% |
| TDG Transdigm Group Inc. | 1.35% | 2,436 | $3.1M | Reduce -7.1% |
| DOV Dover Corp. | 1.34% | 16,300 | $3.1M | New |
| COST Costco Wholesale Corp. | 1.07% | 2,660 | $2.4M | Reduce -6.5% |
| WMT Walmart Inc. | 1.06% | 26,884 | $2.4M | Reduce -8.9% |
| NI Nisource Inc. | 0.84% | 52,153 | $1.9M | Add +577.3% |
| ATO Atmos Energy Corp. | 0.67% | 11,000 | $1.5M | Add +42.9% |
| MET Metlife Inc. | 0.61% | 17,128 | $1.4M | Add +55.7% |
| KR Kroger Co. | 0.55% | 20,655 | $1.3M | Reduce -0.2% |
| MNST Monster Beverage Corp. | 0.53% | 23,100 | $1.2M | New |
| CHD Church & Dwight Co. Inc. | 0.53% | 11,483 | $1.2M | Reduce -6.6% |
| CRM Salesforce Inc. | 0.50% | 3,411 | $1.1M | Add +127.5% |
| TSLA Tesla Inc. | 0.37% | 2,090 | $844K | Add +5.0% |
| NOW ServiceNow Inc. | 0.35% | 760 | $806K | Add +65.9% |
| META Meta Platforms Inc. Class A | 0.30% | 1,162 | $680K | Reduce -7.9% |
| AMD Advanced Micro Devices | 0.29% | 5,558 | $671K | Add +102.9% |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 8,124 | $614K | New |
| EQIX Equinix Inc. | 0.23% | 564 | $532K | Add +0.5% |
| COP Conocophillips | 0.21% | 4,900 | $486K | New |
| PLD Prologis Inc. | 0.21% | 4,579 | $484K | Add +0.6% |
| SPG Simon Property Group Inc. | 0.21% | 2,749 | $473K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 1,024 | $464K | No change |
| WELL Welltower Inc. | 0.20% | 3,622 | $456K | Reduce -17.7% |
| FRT Federal Realty Invs Trust | 0.20% | 4,026 | $451K | Reduce -14.3% |
| BXP BXP Inc. | 0.20% | 6,037 | $449K | Reduce -15.0% |
| CP Canadian Pacific Kansas City | 0.19% | 6,100 | $441K | Add +15.1% |
| FNV Franco-Nevada Corp. | 0.19% | 3,755 | $441K | Add +2.7% |
| SBAC SBA Communications Corp. | 0.19% | 2,156 | $439K | Reduce -7.9% |
| CNI Canadian Natl Railway Co. | 0.19% | 4,300 | $436K | New |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 0.19% | 6,900 | $436K | Reduce -6.8% |
| FSV Firstservice Corp. | 0.19% | 2,387 | $432K | Reduce -4.0% |
| ANET Arista Networks Inc. | 0.19% | 3,888 | $430K | New |
| EOG EOG Resources Inc. | 0.17% | 3,200 | $392K | New |
| WMB Williams Cos Inc. | 0.17% | 7,000 | $379K | New |
| KMI Kinder Morgan Inc. | 0.16% | 13,100 | $359K | New |
| MU Micron Technology Inc. | 0.16% | 4,214 | $355K | Add +91.5% |
| GOOGL Alphabet Inc. Class A | 0.15% | 1,820 | $345K | Reduce -5.2% |
| UNH Unitedhealth Group Inc. | 0.15% | 681 | $344K | No change |
| TRGP Targa Resources Corp. | 0.15% | 1,900 | $339K | New |
| TPL Texas Pacific Land Corp. | 0.15% | 300 | $332K | New |
| EQT Eqt Corp. | 0.14% | 6,800 | $314K | New |
| PG The Procter & Gamble Co. | 0.13% | 1,823 | $306K | Reduce -5.2% |
| V Visa Inc. Class A | 0.13% | 958 | $303K | Reduce -23.9% |
| FTNT Fortinet Inc. | 0.12% | 2,950 | $279K | New |
| MA Mastercard Inc. Class A | 0.11% | 467 | $246K | Reduce -30.0% |
| JNJ Johnson & Johnson | 0.11% | 1,700 | $246K | No change |
| ABBV Abbvie Inc. | 0.10% | 1,298 | $231K | New |
| HD Home Depot Inc. | 0.10% | 590 | $230K | No change |
| TPICQ Tpi Composites Inc. | 0.04% | 42,400 | $80K | New |
| PLUG Plug Power Inc. | 0.03% | 37,200 | $79K | New |
| VFF Village Farms International | 0.03% | 93,100 | $72K | New |
Portfolio Sells Q3 2024 → Q4 2024
| LRCX Lam Research Corp. | Sold out | 0.00% | −6.76 |
| LLY Eli Lilly & Co. | Reduce -43.7% | 2.86% | −3.18 |
| HUM Humana Inc. | Reduce -38.9% | 2.70% | −3.02 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −2.33 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −2.29 |
| HUBB Hubbell Inc. | Sold out | 0.00% | −1.65 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −1.51 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −1.48 |
| MTB M & T Bank Corp. | Sold out | 0.00% | −1.47 |
| RF Regions Financial Corp. | Sold out | 0.00% | −1.46 |
| SHW The Sherwin-Williams Co. | Reduce -25.6% | 1.67% | −0.94 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.66 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.61 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.58 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.58 |
| TDG Transdigm Group Inc. | Reduce -7.1% | 1.35% | −0.35 |
| CPRT Copart Inc. | Reduce -21.0% | 1.38% | −0.27 |
| PH Parker Hannifin Corp. | Reduce -13.5% | 1.38% | −0.26 |
| DE Deere & Co. | Reduce -13.0% | 1.43% | −0.25 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.19 |
| SRE Sempra | Sold out | 0.00% | −0.17 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.14 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.13 |
| PPL PPL Corp. | Sold out | 0.00% | −0.13 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.12 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.10 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.10 |
| AAPL Apple Inc. | Reduce -4.8% | 7.76% | −0.09 |
| PANW Palo Alto Networks Inc. | Reduce -4.0% | 6.85% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -6.5% | 1.07% | −0.08 |
| SBAC SBA Communications Corp. | Reduce -7.9% | 0.19% | −0.06 |
| BXP BXP Inc. | Reduce -15.0% | 0.20% | −0.06 |
| CHD Church & Dwight Co. Inc. | Reduce -6.6% | 0.53% | −0.06 |
| WELL Welltower Inc. | Reduce -17.7% | 0.20% | −0.06 |
| FRT Federal Realty Invs Trust | Reduce -14.3% | 0.20% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -30.0% | 0.11% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -7.9% | 0.30% | −0.03 |
| V Visa Inc. Class A | Reduce -23.9% | 0.13% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -5.2% | 0.13% | −0.02 |
| WMT Walmart Inc. | Reduce -8.9% | 1.06% | −0.02 |
| FSV Firstservice Corp. | Reduce -4.0% | 0.19% | −0.02 |
| CM Can Imperial BK of Commerce | Reduce -6.8% | 0.19% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -5.2% | 0.15% | +0.01 |
| KR Kroger Co. | Reduce -0.2% | 0.55% | +0.02 |
| AVGO Broadcom Inc. | Reduce -22.1% | 7.07% | +0.08 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +104.5% | 6.43% | +3.67 |
| CMG Chipotle Mexican Grill Inc. | Add +156.0% | 5.97% | +3.66 |
| ABT Abbott Laboratories | New | 2.76% | +2.76 |
| COO The Cooper Cos Inc. | New | 2.70% | +2.70 |
| NVDA Nvidia Corp. | Add +122.7% | 4.34% | +2.51 |
| WFC Wells Fargo & Co. | New | 2.28% | +2.28 |
| MSFT Microsoft Corp. | Add +117.1% | 4.30% | +2.21 |
| DOV Dover Corp. | New | 1.34% | +1.34 |
| T AT&T Inc. | Add +19.4% | 5.43% | +0.88 |
| TMUS T-Mobile US Inc. | Add +15.0% | 5.39% | +0.85 |
| JPM JPMorgan Chase & Co. | Add +36.7% | 2.40% | +0.80 |
| HIG Hartford Insurance Group Inc. | Add +70.8% | 2.24% | +0.78 |
| MRSH Marsh & McLennan Cos | Add +66.3% | 2.25% | +0.78 |
| ALL Allstate Corp. | Add +55.6% | 2.23% | +0.77 |
| MSCI MSCI Inc. | Add +52.0% | 2.24% | +0.76 |
| NI Nisource Inc. | Add +577.3% | 0.84% | +0.72 |
| MNST Monster Beverage Corp. | New | 0.53% | +0.53 |
| CRM Salesforce Inc. | Add +127.5% | 0.50% | +0.31 |
| PLTR Palantir Technologies Inc. Class A | New | 0.27% | +0.27 |
| COP Conocophillips | New | 0.21% | +0.21 |
| SPG Simon Property Group Inc. | New | 0.21% | +0.21 |
| MET Metlife Inc. | Add +55.7% | 0.61% | +0.20 |
| CNI Canadian Natl Railway Co. | New | 0.19% | +0.19 |
| ANET Arista Networks Inc. | New | 0.19% | +0.19 |
| ATO Atmos Energy Corp. | Add +42.9% | 0.67% | +0.19 |
| EOG EOG Resources Inc. | New | 0.17% | +0.17 |
| NOW ServiceNow Inc. | Add +65.9% | 0.35% | +0.17 |
| WMB Williams Cos Inc. | New | 0.17% | +0.17 |
| KMI Kinder Morgan Inc. | New | 0.16% | +0.16 |
| TRGP Targa Resources Corp. | New | 0.15% | +0.15 |
| TPL Texas Pacific Land Corp. | New | 0.15% | +0.15 |
| EQT Eqt Corp. | New | 0.14% | +0.14 |
| TSLA Tesla Inc. | Add +5.0% | 0.37% | +0.13 |
| FTNT Fortinet Inc. | New | 0.12% | +0.12 |
| ABBV Abbvie Inc. | New | 0.10% | +0.10 |
| AMD Advanced Micro Devices | Add +102.9% | 0.29% | +0.09 |
| MU Micron Technology Inc. | Add +91.5% | 0.16% | +0.05 |
| TPICQ Tpi Composites Inc. | New | 0.04% | +0.04 |
| PLUG Plug Power Inc. | New | 0.03% | +0.03 |
| VFF Village Farms International | New | 0.03% | +0.03 |
| EQIX Equinix Inc. | Add +0.5% | 0.23% | +0.01 |
| CP Canadian Pacific Kansas City | Add +15.1% | 0.19% | −0.01 |
| FNV Franco-Nevada Corp. | Add +2.7% | 0.19% | −0.01 |
| PLD Prologis Inc. | Add +0.6% | 0.21% | −0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 78 | $233.2M | AAPL, AVGO, NVDA, AMD, GOOGL |
| Q1 2026 | 86 | $297.7M | AAPL, AVGO, NVDA, AMZN, LLY |
| Q4 2025 | 77 | $299.6M | AAPL, AVGO, PANW, PLTR, NVDA |
| Q3 2025 | 71 | $318.2M | AAPL, AVGO, LRCX, PANW, NVDA |
| Q2 2025 | 61 | $220.9M | AAPL, NVDA, MSFT, AMZN, AVGO |
| Q1 2025 | 66 | $200.9M | AAPL, AVGO, PANW, AMZN, CMG |
| Q4 2024 | 73 | $228.5M | AAPL, AVGO, PANW, AMZN, CMG |
| Q3 2024 | 72 | $220.6M | AAPL, AVGO, PANW, LRCX, LLY |
| Q2 2024 | 74 | $199.6M | AAPL, AVGO, LRCX, PANW, TMUS |
| Q1 2024 | 67 | $138.6M | AAPL, AVGO, TMUS, LRCX, LLY |