Fund HoldingsSustainable Insight Capital Management, LLC

Total Portfolio Value
$297.75M
Total Bought
$67.17M
Total Sold
$60.10M
Net Transaction
+$7.07M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
AMAZON COM INC(AMZN)36,97574,475+37,5008,53515,5115.21%+6,976
APPLE INC(AAPL)94,187127,987+33,80025,60632,48210.91%+6,876
FERRARI N V
COM
010,425+10,42503,4811.17%+3,481
TESLA INC(TSLA)18,32330,563+12,2408,24011,3623.82%+3,122
ALPHABET INC(GOOG)23,81336,213+12,4007,45310,4133.50%+2,960
ARCH CAP GROUP LTD
ORD
025,976+25,97602,4930.84%+2,493
WILLIS TOWERS WATSON PLC LTD(WTW)08,482+8,48202,4660.83%+2,466
GLOBE LIFE INC017,700+17,70002,4630.83%+2,463
ALPHABET INC(GOOG)19,20029,000+9,8006,0258,3192.79%+2,294
STEEL DYNAMICS INC(STLD)12,43723,237+10,8002,1074,1831.40%+2,075
JOHNSON CONTROLS INTERNATION
SHS
015,494+15,49402,0290.68%+2,029
NVIDIA CORPORATION(NVDA)93,156109,056+15,90017,37419,0196.39%+1,646
WALMART INC(WMT)12,89122,891+10,0001,4362,8450.96%+1,409
COSTCO WHOLESALE CORPORATION(COST)3,1944,154+9602,7544,1391.39%+1,385
LIVE NATION ENTERTAINMENT IN(LYV)08,700+8,70001,3270.45%+1,327
SHOPIFY INC(SHOP)010,300+10,30001,2220.41%+1,222
HERSHEY CO(HSY)04,900+4,90001,0190.34%+1,019
KLA CORP(KLAC)0634+63409340.31%+934
JPMORGAN CHASE & CO(JPM)12,49716,657+4,1604,0274,9001.65%+873
PROLOGIS INC.(PLD)1,7988,098+6,3002301,0700.36%+841
CHURCH & DWIGHT CO INC(CHD)08,300+8,30007750.26%+775
EQUINIX INC(EQIX)2881,008+7202219880.33%+767
MID-AMER APT CMNTYS INC(MAA)05,800+5,80007080.24%+708
CISCO SYS INC(CSCO)08,276+8,27606420.22%+642
MICRON TECHNOLOGY INC(MU)9652,565+1,6002758670.29%+591
NETFLIX INC.(NFLX)38,08043,240+5,1603,5704,1581.40%+587
CROWN CASTLE INC(CCI)2,3829,682+7,3002127870.26%+576
PARKER-HANNIFIN CORP(PH)1,8452,405+5601,6222,1530.72%+531
MERCK & CO INC(MRK)04,412+4,41205310.18%+531
SBA COMMUNICATIONS CORP(SBAC)1,0654,265+3,2002067340.25%+528
EQUITY RESIDENTIAL(EQR)3,32812,428+9,1002107350.25%+525
KROGER CO(KR)5,40111,301+5,9003378180.27%+480
DOLLAR GEN CORP(DG)2,4356,635+4,2003237880.26%+464
AUTOMATIC DATA PROCESSING IN16,36922,889+6,5204,2114,6511.56%+440
APPLIED MATLS INC1,4902,390+9003838170.27%+434
MONSTER BEVERAGE CORP NEW(MNST)12,18218,582+6,4009341,3460.45%+412
CSX CORP(CSX)44,55748,557+4,0001,6151,9930.67%+378
LAM RESEARCH CORP(LRCX)5,8656,465+6001,0041,3810.46%+377
GENERAL DYNAMICS CORP(GD)4,7265,720+9941,5911,9630.66%+372
GILEAD SCIENCES INC(GILD)02,538+2,53803540.12%+354
CANADIAN PACIFIC KANSAS CITY(CP)13,50416,985+3,4819941,3370.45%+342
TORONTO DOMINION BK ONT(TD)29,51333,065+3,5522,7823,0891.04%+307
CANADIAN NATL RY CO(CNI)10,00012,540+2,5409891,2910.43%+302
FIRSTSERVICE CORP NEW4,0696,538+2,4696339100.31%+277
ABBVIE INC(ABBV)3,5124,912+1,4008021,0680.36%+266
DOVER CORP(DOV)8,1078,807+7001,5831,8360.62%+253
COPART INC(CPRT)106,737132,937+26,2004,1794,4141.48%+235
JOHNSON & JOHNSON(JNJ)0948+94802320.08%+232
STRYKER CORPORATION(SYK)0674+67402210.07%+221
TRANSDIGM GROUP INC(TDG)3,1933,853+6604,2464,4651.50%+219
FRANCO NEV CORP(FNV)3,7994,056+2577881,0040.34%+217
BOSTON SCIENTIFIC CORP(BSX)03,329+3,32902090.07%+209
AMGEN INC(AMGN)8371,357+5202744770.16%+204
C H ROBINSON WORLDWIDE IN(CHRW)9,93210,832+9001,5971,7990.60%+202
ELI LILLY & CO(LLY)14,18116,781+2,60015,24015,4355.18%+195
ADVANCED MICRO DEVICES INC(AMD)4,8976,097+1,2001,0491,2400.42%+192
MCKESSON CORP(MCK)254374+1202083240.11%+115
VERTEX PHARMACEUTICALS INC(VRTX)531731+2002413260.11%+86
PDD HOLDINGS INC(PDD)2,9383,938+1,0003334020.14%+69
ICICI BANK LIMITED(IBN)10,83514,935+4,1003233870.13%+64
INTUITIVE SURGICAL INC7251,025+3004114730.16%+62
MONOLITHIC PWR SYS INC(MPWR)22222202012430.08%+42
AMPHENOL CORP5,5566,256+7007517900.27%+40
ARISTA NETWORKS INC(ANET)4,8025,402+6006296630.22%+34
PLUG PWR INC(PLUG)15,90016,200+30031370.01%+5
HDFC BANK LTD(HDB)14,09820,598+6,5005155120.17%-3
BERKSHIRE HATHAWAY INC DEL44944902262150.07%-11
CBRE GROUP INC(CBRE)3,4003,700+3005475010.17%-45
META PLATFORMS INC(META)595555-403933180.11%-75
SUNCOR ENERGY INC NEW(SU)17,4008,916-8,4847725900.20%-183
CANADIAN NAT RES LTD MED TER(CNQ)22,89211,942-10,9507755830.20%-193
INFOSYS LTD(INFY)13,8350-13,8352470-247
TKO GROUP HOLDINGS INC(TKO)7,1006,100-1,0001,4841,2300.41%-254
APPLOVIN CORP(APP)1,1601,280+1207825090.17%-272
KENVUE INC(KVUE)18,9030-18,9033260-326
NRG ENERGY INC(NRG)2,3000-2,3003660-366
HUMANA INC(HUM)24,75730,797+6,0406,3415,3401.79%-1,001
PHILLIPS 66(PSX)12,7513,000-9,7511,6455470.18%-1,099
ALLSTATE CORP(ALL)18,08412,184-5,9003,7642,5260.85%-1,238
HARTFORD INSURANCE GROUP INC(HIG)27,41018,610-8,8003,7772,5170.85%-1,260
EXPAND ENERGY CORPORATION(EXE)11,4610-11,4611,2650-1,265
WYNN RESORTS LTD(WYNN)29,30020,200-9,1003,5262,0510.69%-1,474
BROADCOM INC(AVGO)64,21066,970+2,76022,22320,7286.96%-1,495
MICROSOFT CORP(MSFT)29,33733,897+4,56014,18812,5484.21%-1,640
MSCI INC(MSCI)13,70011,060-2,6407,8605,9612.00%-1,899
MARSH & MCLENNAN COS INC(MRSH)42,91533,827-9,0887,9625,8671.97%-2,094
AMERICAN ELEC PWR CO INC21,0150-21,0152,4230-2,423
BOOKING HOLDINGS INC(BKNG)1,4731,103-3707,8884,6441.56%-3,244
CAPITAL ONE FINL CORP(COF)15,6460-15,6463,7920-3,792
WELLS FARGO CO NEW(WFC)40,8820-40,8823,8100-3,810
ABBOTT LABS51,4310-51,4316,4440-6,444
T-MOBILE US INC(TMUS)69,47725,177-44,30014,1075,2881.78%-8,819
PALANTIR TECHNOLOGIES INC(PLTR)121,83987,239-34,60021,65712,7614.29%-8,896
PALO ALTO NETWORKS INC(PANW)117,65368,453-49,20021,67210,9743.69%-10,697
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