Universe · entity
Sustainable Insight Capital Management, LLC
Institutional manager (13F) · CIK 1580677
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $278M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $32M | 127,987 |
| 2 | BROADCOM INC | $21M | 66,970 |
| 3 | NVIDIA CORPORATION | $19M | 109,056 |
| 4 | AMAZON COM INC | $16M | 74,475 |
| 5 | ELI LILLY & CO | $15M | 16,781 |
| 6 | PALANTIR TECHNOLOGIES INC | $13M | 87,239 |
| 7 | MICROSOFT CORP | $13M | 33,897 |
| 8 | TESLA INC | $11M | 30,563 |
| 9 | PALO ALTO NETWORKS INC | $11M | 68,453 |
| 10 | ALPHABET INC | $10M | 36,213 |
| 11 | ALPHABET INC | $8M | 29,000 |
| 12 | MSCI INC | $6M | 11,060 |
| 13 | MARSH & MCLENNAN COS INC | $6M | 33,827 |
| 14 | HUMANA INC | $5M | 30,797 |
| 15 | T-MOBILE US INC | $5M | 25,177 |
| 16 | JPMORGAN CHASE & CO | $5M | 16,657 |
| 17 | AUTOMATIC DATA PROCESSING IN | $5M | 22,889 |
| 18 | BOOKING HOLDINGS INC | $5M | 1,103 |
| 19 | TRANSDIGM GROUP INC | $4M | 3,853 |
| 20 | COPART INC | $4M | 132,937 |
| 21 | STEEL DYNAMICS INC | $4M | 23,237 |
| 22 | NETFLIX INC. | $4M | 43,240 |
| 23 | COSTCO WHOLESALE CORPORATION | $4M | 4,154 |
| 24 | FERRARI N V | $3M | 10,425 |
| 25 | TORONTO DOMINION BK ONT | $3M | 33,065 |
| 26 | WALMART INC | $3M | 22,891 |
| 27 | ALLSTATE CORP | $3M | 12,184 |
| 28 | HARTFORD INSURANCE GROUP INC | $3M | 18,610 |
| 29 | ARCH CAP GROUP LTD | $2M | 25,976 |
| 30 | WILLIS TOWERS WATSON PLC LTD | $2M | 8,482 |
| 31 | GLOBE LIFE INC | $2M | 17,700 |
| 32 | PARKER-HANNIFIN CORP | $2M | 2,405 |
| 33 | WYNN RESORTS LTD | $2M | 20,200 |
| 34 | JOHNSON CONTROLS INTERNATION | $2M | 15,494 |
| 35 | CSX CORP | $2M | 48,557 |
| 36 | GENERAL DYNAMICS CORP | $2M | 5,720 |
| 37 | DOVER CORP | $2M | 8,807 |
| 38 | C H ROBINSON WORLDWIDE IN | $2M | 10,832 |
| 39 | LAM RESEARCH CORP | $1M | 6,465 |
| 40 | MONSTER BEVERAGE CORP NEW | $1M | 18,582 |
| 41 | CANADIAN PACIFIC KANSAS CITY | $1M | 16,985 |
| 42 | LIVE NATION ENTERTAINMENT IN | $1M | 8,700 |
| 43 | CANADIAN NATL RY CO | $1M | 12,540 |
| 44 | ADVANCED MICRO DEVICES INC | $1M | 6,097 |
| 45 | TKO GROUP HOLDINGS INC | $1M | 6,100 |
| 46 | SHOPIFY INC | $1M | 10,300 |
| 47 | PROLOGIS INC. | $1M | 8,098 |
| 48 | ABBVIE INC | $1M | 4,912 |
| 49 | HERSHEY CO | $1M | 4,900 |
| 50 | FRANCO NEV CORP | $1M | 4,056 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.