Sustainable Insight Capital Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Sustainable Insight Capital Management, LLC reported 66 stock positions worth $200.9 million. Its top holding was Apple (AAPL) at 7.6% of the portfolio, followed by Broadcom (AVGO, 6.5%) and Palo Alto Networks (PANW, 6.3%). Compared with Q4 2024, it opened 9 new positions, sold out of 16, added to 28 and reduced 26. The biggest buy was a new position in UBS Group AG-Reg (UBS) and the biggest sale an exit from Cooper Cos (COO).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001580677
- Portfolio Value
- $200.9M (Q1 2025)
- SEC Filing
- 0001085146-25-002991 ↗ filed May 13, 2025
Holdings Value
Holdings 66 stocks · $200.9M
| AAPL Apple Inc. | 7.65% | 69,177 | $15.4M | Reduce -2.4% |
| AVGO Broadcom Inc. | 6.53% | 78,348 | $13.1M | Add +12.4% |
| PANW Palo Alto Networks Inc. | 6.27% | 73,816 | $12.6M | Reduce -14.2% |
| AMZN Amazon.com Inc. | 5.49% | 57,964 | $11.0M | Reduce -13.5% |
| CMG Chipotle Mexican Grill Inc. | 4.85% | 194,179 | $9.7M | Reduce -14.1% |
| T AT&T Inc. | 4.69% | 333,179 | $9.4M | Reduce -38.8% |
| TMUS T-Mobile US Inc. | 4.69% | 35,302 | $9.4M | Reduce -36.7% |
| MSFT Microsoft Corp. | 4.21% | 22,535 | $8.5M | Reduce -3.4% |
| LLY Eli Lilly & Co. | 3.85% | 9,367 | $7.7M | Add +10.6% |
| NVDA Nvidia Corp. | 3.80% | 70,364 | $7.6M | Reduce -4.7% |
| ABT Abbott Laboratories | 3.69% | 55,885 | $7.4M | Add +0.1% |
| HUM Humana Inc. | 3.52% | 26,742 | $7.1M | Add +9.9% |
| JPM JPMorgan Chase & Co. | 2.61% | 21,352 | $5.2M | Reduce -6.7% |
| WFC Wells Fargo & Co. | 2.44% | 68,304 | $4.9M | Reduce -8.0% |
| MRSH Marsh & McLennan Cos | 2.37% | 19,518 | $4.8M | Reduce -19.3% |
| MSCI MSCI Inc. | 2.36% | 8,368 | $4.7M | Reduce -1.9% |
| ALL Allstate Corp. | 2.35% | 22,798 | $4.7M | Reduce -13.8% |
| UBS UBS Group AG-Reg | 2.34% | 154,375 | $4.7M | New |
| SHW The Sherwin-Williams Co. | 1.86% | 10,691 | $3.7M | Reduce -4.6% |
| PH Parker Hannifin Corp. | 1.62% | 5,339 | $3.2M | Add +7.4% |
| CPRT Copart Inc. | 1.61% | 56,989 | $3.2M | Add +3.7% |
| DOV Dover Corp. | 1.56% | 17,881 | $3.1M | Add +9.7% |
| TDG Transdigm Group Inc. | 1.49% | 2,163 | $3.0M | Reduce -11.2% |
| COST Costco Wholesale Corp. | 1.30% | 2,760 | $2.6M | Add +3.8% |
| WMT Walmart Inc. | 1.26% | 28,884 | $2.5M | Add +7.4% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 1.17% | 41,897 | $2.4M | Add +507.2% |
| TD Toronto-Dominion Bank | 1.16% | 39,000 | $2.3M | New |
| NI Nisource Inc. | 0.99% | 49,853 | $2.0M | Reduce -4.4% |
| MET Metlife Inc. | 0.83% | 20,728 | $1.7M | Add +21.0% |
| ATO Atmos Energy Corp. | 0.73% | 9,500 | $1.5M | Reduce -13.6% |
| PSX Phillips 66 | 0.73% | 11,800 | $1.5M | New |
| HES Hess Corp. | 0.72% | 9,100 | $1.5M | New |
| KR Kroger Co. | 0.64% | 19,055 | $1.3M | Reduce -7.8% |
| MNST Monster Beverage Corp. | 0.61% | 21,100 | $1.2M | Reduce -8.7% |
| CHD Church & Dwight Co. Inc. | 0.61% | 11,183 | $1.2M | Reduce -2.6% |
| META Meta Platforms Inc. Class A | 0.48% | 1,662 | $958K | Add +43.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 1,424 | $758K | Add +39.1% |
| CP Canadian Pacific Kansas City | 0.37% | 10,522 | $739K | Add +72.5% |
| CNI Canadian Natl Railway Co. | 0.37% | 7,553 | $735K | Add +75.7% |
| CNQ Canadian Natural Resources | 0.36% | 23,300 | $717K | New |
| FNV Franco-Nevada Corp. | 0.35% | 4,530 | $713K | Add +20.6% |
| TSLA Tesla Inc. | 0.30% | 2,290 | $593K | Add +9.6% |
| PLTR Palantir Technologies Inc. Class A | 0.29% | 6,924 | $584K | Reduce -14.8% |
| GOOGL Alphabet Inc. Class A | 0.27% | 3,520 | $544K | Add +93.4% |
| NOW ServiceNow Inc. | 0.26% | 660 | $525K | Reduce -13.2% |
| UNH Unitedhealth Group Inc. | 0.26% | 981 | $514K | Add +44.0% |
| PLD Prologis Inc. | 0.25% | 4,579 | $512K | No change |
| SPG Simon Property Group Inc. | 0.24% | 2,949 | $490K | Add +7.3% |
| WELL Welltower Inc. | 0.24% | 3,122 | $478K | Reduce -13.8% |
| V Visa Inc. Class A | 0.24% | 1,358 | $476K | Add +41.8% |
| SBAC SBA Communications Corp. | 0.24% | 2,156 | $474K | No change |
| EQIX Equinix Inc. | 0.23% | 564 | $460K | No change |
| BXP BXP Inc. | 0.23% | 6,737 | $453K | Add +11.6% |
| MAA Mid-America Apartment Comm | 0.22% | 2,600 | $436K | New |
| FSV Firstservice Corp. | 0.22% | 2,617 | $434K | Add +9.6% |
| PG The Procter & Gamble Co. | 0.20% | 2,323 | $396K | Add +27.4% |
| JNJ Johnson & Johnson | 0.19% | 2,300 | $381K | Add +35.3% |
| MA Mastercard Inc. Class A | 0.18% | 667 | $366K | Add +42.8% |
| ABBV Abbvie Inc. | 0.18% | 1,698 | $356K | Add +30.8% |
| HD Home Depot Inc. | 0.14% | 790 | $290K | Add +33.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.14% | 800 | $282K | New |
| ANET Arista Networks Inc. | 0.13% | 3,488 | $270K | Reduce -10.3% |
| NFLX Netflix Inc. | 0.13% | 270 | $252K | New |
| CRM Salesforce Inc. | 0.12% | 899 | $241K | Reduce -73.6% |
| FTNT Fortinet Inc. | 0.11% | 2,350 | $226K | Reduce -20.3% |
| MSI Motorola Solutions Inc. | 0.11% | 500 | $219K | New |
Portfolio Sells Q4 2024 → Q1 2025
| COO The Cooper Cos Inc. | Sold out | 0.00% | −2.70 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −2.24 |
| DE Deere & Co. | Sold out | 0.00% | −1.43 |
| CMG Chipotle Mexican Grill Inc. | Reduce -14.1% | 4.85% | −1.11 |
| AMZN Amazon.com Inc. | Reduce -13.5% | 5.49% | −0.94 |
| T AT&T Inc. | Reduce -38.8% | 4.69% | −0.74 |
| TMUS T-Mobile US Inc. | Reduce -36.7% | 4.69% | −0.70 |
| PANW Palo Alto Networks Inc. | Reduce -14.2% | 6.27% | −0.58 |
| NVDA Nvidia Corp. | Reduce -4.7% | 3.80% | −0.54 |
| CRM Salesforce Inc. | Reduce -73.6% | 0.12% | −0.38 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.29 |
| COP Conocophillips | Sold out | 0.00% | −0.21 |
| FRT Federal Realty Invs Trust | Sold out | 0.00% | −0.20 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.17 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.17 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.16 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.16 |
| TRGP Targa Resources Corp. | Sold out | 0.00% | −0.15 |
| TPL Texas Pacific Land Corp. | Sold out | 0.00% | −0.15 |
| EQT Eqt Corp. | Sold out | 0.00% | −0.14 |
| AAPL Apple Inc. | Reduce -2.4% | 7.65% | −0.11 |
| MSFT Microsoft Corp. | Reduce -3.4% | 4.21% | −0.09 |
| NOW ServiceNow Inc. | Reduce -13.2% | 0.26% | −0.09 |
| ANET Arista Networks Inc. | Reduce -10.3% | 0.13% | −0.05 |
| TPICQ Tpi Composites Inc. | Sold out | 0.00% | −0.04 |
| PLUG Plug Power Inc. | Sold out | 0.00% | −0.03 |
| VFF Village Farms International | Sold out | 0.00% | −0.03 |
| FTNT Fortinet Inc. | Reduce -20.3% | 0.11% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -14.8% | 0.29% | +0.02 |
| WELL Welltower Inc. | Reduce -13.8% | 0.24% | +0.04 |
| ATO Atmos Energy Corp. | Reduce -13.6% | 0.73% | +0.06 |
| MNST Monster Beverage Corp. | Reduce -8.7% | 0.61% | +0.08 |
| CHD Church & Dwight Co. Inc. | Reduce -2.6% | 0.61% | +0.09 |
| KR Kroger Co. | Reduce -7.8% | 0.64% | +0.09 |
| MSCI MSCI Inc. | Reduce -1.9% | 2.36% | +0.11 |
| ALL Allstate Corp. | Reduce -13.8% | 2.35% | +0.12 |
| MRSH Marsh & McLennan Cos | Reduce -19.3% | 2.37% | +0.12 |
| TDG Transdigm Group Inc. | Reduce -11.2% | 1.49% | +0.14 |
| NI Nisource Inc. | Reduce -4.4% | 0.99% | +0.16 |
| WFC Wells Fargo & Co. | Reduce -8.0% | 2.44% | +0.16 |
| SHW The Sherwin-Williams Co. | Reduce -4.6% | 1.86% | +0.19 |
| JPM JPMorgan Chase & Co. | Reduce -6.7% | 2.61% | +0.21 |
Portfolio Buys Q4 2024 → Q1 2025
| UBS UBS Group AG-Reg | New | 2.34% | +2.34 |
| TD Toronto-Dominion Bank | New | 1.16% | +1.16 |
| LLY Eli Lilly & Co. | Add +10.6% | 3.85% | +0.99 |
| CM Can Imperial BK of Commerce | Add +507.2% | 1.17% | +0.98 |
| ABT Abbott Laboratories | Add +0.1% | 3.69% | +0.93 |
| HUM Humana Inc. | Add +9.9% | 3.52% | +0.82 |
| PSX Phillips 66 | New | 0.73% | +0.73 |
| HES Hess Corp. | New | 0.72% | +0.72 |
| CNQ Canadian Natural Resources | New | 0.36% | +0.36 |
| COST Costco Wholesale Corp. | Add +3.8% | 1.30% | +0.23 |
| PH Parker Hannifin Corp. | Add +7.4% | 1.62% | +0.23 |
| DOV Dover Corp. | Add +9.7% | 1.56% | +0.23 |
| CPRT Copart Inc. | Add +3.7% | 1.61% | +0.22 |
| MAA Mid-America Apartment Comm | New | 0.22% | +0.22 |
| MET Metlife Inc. | Add +21.0% | 0.83% | +0.21 |
| WMT Walmart Inc. | Add +7.4% | 1.26% | +0.20 |
| META Meta Platforms Inc. Class A | Add +43.0% | 0.48% | +0.18 |
| CNI Canadian Natl Railway Co. | Add +75.7% | 0.37% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +39.1% | 0.38% | +0.17 |
| CP Canadian Pacific Kansas City | Add +72.5% | 0.37% | +0.17 |
| FNV Franco-Nevada Corp. | Add +20.6% | 0.35% | +0.16 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.14% | +0.14 |
| NFLX Netflix Inc. | New | 0.13% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +93.4% | 0.27% | +0.12 |
| MSI Motorola Solutions Inc. | New | 0.11% | +0.11 |
| UNH Unitedhealth Group Inc. | Add +44.0% | 0.26% | +0.10 |
| V Visa Inc. Class A | Add +41.8% | 0.24% | +0.10 |
| JNJ Johnson & Johnson | Add +35.3% | 0.19% | +0.08 |
| ABBV Abbvie Inc. | Add +30.8% | 0.18% | +0.08 |
| MA Mastercard Inc. Class A | Add +42.8% | 0.18% | +0.07 |
| PG The Procter & Gamble Co. | Add +27.4% | 0.20% | +0.06 |
| HD Home Depot Inc. | Add +33.9% | 0.14% | +0.04 |
| SPG Simon Property Group Inc. | Add +7.3% | 0.24% | +0.04 |
| BXP BXP Inc. | Add +11.6% | 0.23% | +0.03 |
| FSV Firstservice Corp. | Add +9.6% | 0.22% | +0.03 |
| TSLA Tesla Inc. | Add +9.6% | 0.30% | −0.07 |
| AVGO Broadcom Inc. | Add +12.4% | 6.53% | −0.55 |
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 |