Sustainable Insight Capital Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), Sustainable Insight Capital Management, LLC reported 61 stock positions worth $220.9 million. Its top holding was Apple (AAPL) at 7.8% of the portfolio, followed by Nvidia (NVDA, 7.2%) and Microsoft (MSFT, 7.2%). Compared with Q1 2025, it opened 17 new positions, sold out of 22, added to 20 and reduced 24. The biggest buy was a new position in Darden Restaurants (DRI) and the biggest sale an exit from Chipotle Mexican Grill (CMG).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001580677
- Portfolio Value
- $220.9M (Q2 2025)
- SEC Filing
- 0001085146-25-004585 ↗ filed Aug 6, 2025
Holdings Value
Holdings 61 stocks · $220.9M
| AAPL Apple Inc. | 7.77% | 83,698 | $17.2M | Add +21.0% |
| NVDA Nvidia Corp. | 7.24% | 101,211 | $16.0M | Add +43.8% |
| MSFT Microsoft Corp. | 7.21% | 32,026 | $15.9M | Add +42.1% |
| AMZN Amazon.com Inc. | 6.80% | 68,423 | $15.0M | Add +18.0% |
| AVGO Broadcom Inc. | 6.69% | 53,604 | $14.8M | Reduce -31.6% |
| PANW Palo Alto Networks Inc. | 6.49% | 70,100 | $14.3M | Reduce -5.0% |
| DRI Darden Restaurants Inc. | 5.61% | 56,811 | $12.4M | New |
| LLY Eli Lilly & Co. | 4.55% | 12,884 | $10.0M | Add +37.5% |
| T AT&T Inc. | 3.18% | 242,429 | $7.0M | Reduce -27.2% |
| TMUS T-Mobile US Inc. | 3.11% | 28,833 | $6.9M | Reduce -18.3% |
| META Meta Platforms Inc. Class A | 2.24% | 6,712 | $5.0M | Add +303.9% |
| ALL Allstate Corp. | 1.96% | 21,526 | $4.3M | Reduce -5.6% |
| MRSH Marsh & McLennan Cos | 1.92% | 19,441 | $4.3M | Reduce -0.4% |
| MSCI MSCI Inc. | 1.91% | 7,305 | $4.2M | Reduce -12.7% |
| COST Costco Wholesale Corp. | 1.89% | 4,218 | $4.2M | Add +52.8% |
| RACE Ferrari NV | 1.84% | 8,305 | $4.1M | New |
| TDG Transdigm Group Inc. | 1.84% | 2,675 | $4.1M | Add +23.7% |
| CPRT Copart Inc. | 1.84% | 82,829 | $4.1M | Add +45.3% |
| ABT Abbott Laboratories | 1.82% | 29,633 | $4.0M | Reduce -47.0% |
| HUM Humana Inc. | 1.77% | 15,996 | $3.9M | Reduce -40.2% |
| TD Toronto-Dominion Bank | 1.73% | 51,800 | $3.8M | Add +32.8% |
| GOOGL Alphabet Inc. Class A | 1.57% | 19,702 | $3.5M | Add +459.7% |
| GOOG Alphabet Inc. Class C | 1.19% | 14,800 | $2.6M | New |
| JPM JPMorgan Chase & Co. | 1.08% | 8,225 | $2.4M | Reduce -61.5% |
| WFC Wells Fargo & Co. | 1.00% | 27,626 | $2.2M | Reduce -59.5% |
| ICE Intercontinental Exchange Inc. | 0.98% | 11,809 | $2.2M | New |
| HIG Hartford Insurance Group Inc. | 0.97% | 16,973 | $2.2M | New |
| COF Capital One Financial Corp. | 0.97% | 10,101 | $2.1M | New |
| ACGL Arch Capital Group Ltd. | 0.97% | 23,459 | $2.1M | New |
| WTW Willis Towers Watson PLC | 0.96% | 6,891 | $2.1M | New |
| NFLX Netflix Inc. | 0.93% | 1,534 | $2.1M | Add +468.1% |
| JCI Johnson Controls Internation | 0.86% | 17,947 | $1.9M | New |
| DOV Dover Corp. | 0.84% | 10,163 | $1.9M | Reduce -43.2% |
| PH Parker Hannifin Corp. | 0.83% | 2,634 | $1.8M | Reduce -50.7% |
| ORCL Oracle Corp. | 0.76% | 7,675 | $1.7M | New |
| CNQ Canadian Natural Resources | 0.60% | 41,800 | $1.3M | Add +79.4% |
| FNV Franco-Nevada Corp. | 0.53% | 7,130 | $1.2M | Add +57.4% |
| SHW The Sherwin-Williams Co. | 0.52% | 3,355 | $1.2M | Reduce -68.6% |
| CP Canadian Pacific Kansas City | 0.52% | 14,422 | $1.1M | Add +37.1% |
| WMT Walmart Inc. | 0.50% | 11,291 | $1.1M | Reduce -60.9% |
| NOW ServiceNow Inc. | 0.48% | 1,025 | $1.1M | Add +55.3% |
| FSV Firstservice Corp. | 0.35% | 4,417 | $771K | Add +68.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.29% | 1,247 | $635K | Add +55.9% |
| MOS The Mosaic Co. | 0.27% | 16,500 | $602K | New |
| ANET Arista Networks Inc. | 0.25% | 5,402 | $553K | Add +54.9% |
| KR Kroger Co. | 0.25% | 7,701 | $552K | Reduce -59.6% |
| CHD Church & Dwight Co. Inc. | 0.24% | 5,428 | $522K | Reduce -51.5% |
| DG Dollar General Corp. | 0.23% | 4,435 | $507K | New |
| EQIX Equinix Inc. | 0.23% | 631 | $502K | Add +11.9% |
| SPG Simon Property Group Inc. | 0.21% | 2,859 | $460K | Reduce -3.0% |
| APH Amphenol Corp. Class A | 0.20% | 4,456 | $440K | New |
| TSLA Tesla Inc. | 0.15% | 1,052 | $334K | Reduce -54.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 649 | $315K | Reduce -54.4% |
| TRGP Targa Resources Corp. | 0.11% | 1,400 | $244K | New |
| PLD Prologis Inc. | 0.11% | 2,298 | $242K | Reduce -49.8% |
| CCI Crown Castle Inc. | 0.11% | 2,282 | $234K | New |
| SBAC SBA Communications Corp. | 0.10% | 965 | $227K | Reduce -55.2% |
| BXP BXP Inc. | 0.10% | 3,282 | $221K | Reduce -51.3% |
| V Visa Inc. Class A | 0.10% | 619 | $220K | Reduce -54.4% |
| VST Vistra Corp. | 0.10% | 1,100 | $213K | New |
| TPICQ Tpi Composites Inc. | 0.01% | 16,114 | $14K | New |
Portfolio Sells Q1 2025 → Q2 2025
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −4.85 |
| UBS UBS Group AG-Reg | Sold out | 0.00% | −2.34 |
| ABT Abbott Laboratories | Reduce -47.0% | 1.82% | −1.87 |
| HUM Humana Inc. | Reduce -40.2% | 1.77% | −1.75 |
| TMUS T-Mobile US Inc. | Reduce -18.3% | 3.11% | −1.58 |
| JPM JPMorgan Chase & Co. | Reduce -61.5% | 1.08% | −1.53 |
| T AT&T Inc. | Reduce -27.2% | 3.18% | −1.51 |
| WFC Wells Fargo & Co. | Reduce -59.5% | 1.00% | −1.44 |
| SHW The Sherwin-Williams Co. | Reduce -68.6% | 0.52% | −1.34 |
| CM Can Imperial BK of Commerce | Sold out | 0.00% | −1.17 |
| NI Nisource Inc. | Sold out | 0.00% | −0.99 |
| MET Metlife Inc. | Sold out | 0.00% | −0.83 |
| PH Parker Hannifin Corp. | Reduce -50.7% | 0.83% | −0.78 |
| WMT Walmart Inc. | Reduce -60.9% | 0.50% | −0.76 |
| ATO Atmos Energy Corp. | Sold out | 0.00% | −0.73 |
| PSX Phillips 66 | Sold out | 0.00% | −0.73 |
| HES Hess Corp. | Sold out | 0.00% | −0.72 |
| DOV Dover Corp. | Reduce -43.2% | 0.84% | −0.72 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.61 |
| MSCI MSCI Inc. | Reduce -12.7% | 1.91% | −0.45 |
| MRSH Marsh & McLennan Cos | Reduce -0.4% | 1.92% | −0.45 |
| KR Kroger Co. | Reduce -59.6% | 0.25% | −0.39 |
| ALL Allstate Corp. | Reduce -5.6% | 1.96% | −0.39 |
| CHD Church & Dwight Co. Inc. | Reduce -51.5% | 0.24% | −0.38 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.37 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.29 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.26 |
| WELL Welltower Inc. | Sold out | 0.00% | −0.24 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -54.4% | 0.14% | −0.23 |
| MAA Mid-America Apartment Comm | Sold out | 0.00% | −0.22 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.20 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.19 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.18 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.18 |
| PLD Prologis Inc. | Reduce -49.8% | 0.11% | −0.15 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.14 |
| TSLA Tesla Inc. | Reduce -54.1% | 0.15% | −0.14 |
| V Visa Inc. Class A | Reduce -54.4% | 0.10% | −0.14 |
| SBAC SBA Communications Corp. | Reduce -55.2% | 0.10% | −0.13 |
| BXP BXP Inc. | Reduce -51.3% | 0.10% | −0.13 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.12 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.11 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.11 |
| SPG Simon Property Group Inc. | Reduce -3.0% | 0.21% | −0.04 |
| AVGO Broadcom Inc. | Reduce -31.6% | 6.69% | +0.16 |
| PANW Palo Alto Networks Inc. | Reduce -5.0% | 6.49% | +0.22 |
Portfolio Buys Q1 2025 → Q2 2025
| DRI Darden Restaurants Inc. | New | 5.61% | +5.61 |
| NVDA Nvidia Corp. | Add +43.8% | 7.24% | +3.44 |
| MSFT Microsoft Corp. | Add +42.1% | 7.21% | +3.00 |
| RACE Ferrari NV | New | 1.84% | +1.84 |
| META Meta Platforms Inc. Class A | Add +303.9% | 2.24% | +1.77 |
| AMZN Amazon.com Inc. | Add +18.0% | 6.80% | +1.31 |
| GOOGL Alphabet Inc. Class A | Add +459.7% | 1.57% | +1.30 |
| GOOG Alphabet Inc. Class C | New | 1.19% | +1.19 |
| ICE Intercontinental Exchange Inc. | New | 0.98% | +0.98 |
| HIG Hartford Insurance Group Inc. | New | 0.97% | +0.97 |
| COF Capital One Financial Corp. | New | 0.97% | +0.97 |
| ACGL Arch Capital Group Ltd. | New | 0.97% | +0.97 |
| WTW Willis Towers Watson PLC | New | 0.96% | +0.96 |
| JCI Johnson Controls Internation | New | 0.86% | +0.86 |
| NFLX Netflix Inc. | Add +468.1% | 0.93% | +0.80 |
| ORCL Oracle Corp. | New | 0.76% | +0.76 |
| LLY Eli Lilly & Co. | Add +37.5% | 4.55% | +0.70 |
| COST Costco Wholesale Corp. | Add +52.8% | 1.89% | +0.59 |
| TD Toronto-Dominion Bank | Add +32.8% | 1.73% | +0.56 |
| TDG Transdigm Group Inc. | Add +23.7% | 1.84% | +0.35 |
| MOS The Mosaic Co. | New | 0.27% | +0.27 |
| CNQ Canadian Natural Resources | Add +79.4% | 0.60% | +0.24 |
| CPRT Copart Inc. | Add +45.3% | 1.84% | +0.23 |
| DG Dollar General Corp. | New | 0.23% | +0.23 |
| NOW ServiceNow Inc. | Add +55.3% | 0.48% | +0.22 |
| APH Amphenol Corp. Class A | New | 0.20% | +0.20 |
| FNV Franco-Nevada Corp. | Add +57.4% | 0.53% | +0.18 |
| CP Canadian Pacific Kansas City | Add +37.1% | 0.52% | +0.15 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +55.9% | 0.29% | +0.15 |
| FSV Firstservice Corp. | Add +68.8% | 0.35% | +0.13 |
| AAPL Apple Inc. | Add +21.0% | 7.77% | +0.12 |
| ANET Arista Networks Inc. | Add +54.9% | 0.25% | +0.12 |
| TRGP Targa Resources Corp. | New | 0.11% | +0.11 |
| CCI Crown Castle Inc. | New | 0.11% | +0.11 |
| VST Vistra Corp. | New | 0.10% | +0.10 |
| TPICQ Tpi Composites Inc. | New | 0.01% | +0.01 |
| EQIX Equinix Inc. | Add +11.9% | 0.23% | −0.00 |
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 |