Fund HoldingsSustainable Insight Capital Management, LLC

Total Portfolio Value
$138.61M
Total Bought
$71.45M
Total Sold
$60.24M
Net Transaction
+$11.21M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
LAM RESEARCH CORP(LRCX)09,881+9,88109,6006.93%+9,600
APPLE INC(AAPL)9,10163,501+54,4001,75210,8897.86%+9,137
COOPER COS INC(COO)060,400+60,40006,1284.42%+6,128
ABBOTT LABS051,300+51,30005,8314.21%+5,831
SHERWIN WILLIAMS CO(SHW)014,362+14,36204,9883.60%+4,988
T-MOBILE US INC(TMUS)33,12859,228+26,1005,3119,6676.97%+4,356
INTERCONTINENTAL EXCHANGE IN(ICE)021,077+21,07702,8972.09%+2,897
REGIONS FINANCIAL CORP NEW(RF)0137,600+137,60002,8952.09%+2,895
HARTFORD FINL SVCS GROUP INC(HIG)028,000+28,00002,8852.08%+2,885
ARCH CAP GROUP LTD
ORD
3,20031,200+28,0002382,8842.08%+2,646
AMAZON COM INC(AMZN)6,15119,751+13,6009353,5632.57%+2,628
NVIDIA CORPORATION(NVDA)2,2253,825+1,6001,1023,4562.49%+2,354
HUBBELL INC(HUBB)04,500+4,50001,8681.35%+1,868
TEXTRON INC(TXT)018,000+18,00001,7271.25%+1,727
BROADCOM INC(AVGO)7,9297,529-4008,8519,9797.20%+1,128
ALPHABET INC(GOOG)3,6208,920+5,3005061,3460.97%+841
CHIPOTLE MEXICAN GRILL INC(CMG)887952+652,0292,7672.00%+739
WALMART INC(WMT)012,011+12,01107230.52%+723
PROCTER AND GAMBLE CO(PG)2,3236,423+4,1003401,0420.75%+702
PEPSICO INC(PEP)03,400+3,40005950.43%+595
ROYAL CARIBBEAN GROUP
COM
15,30018,400+3,1001,9812,5581.85%+577
NETFLIX INC(NFLX)0870+87005280.38%+528
S&P GLOBAL INC(SPGI)5,5546,954+1,4002,4472,9592.13%+512
ALLSTATE CORP(ALL)17,20016,800-4002,4082,9072.10%+499
JPMORGAN CHASE & CO(JPM)15,74815,848+1002,6793,1742.29%+496
COPART INC(CPRT)29,04832,448+3,4001,4231,8791.36%+456
CSX CORP(CSX)41,80051,000+9,2001,4491,8911.36%+441
DISNEY WALT CO(DIS)03,600+3,60004400.32%+440
WASTE MGMT INC DEL(WM)8,0708,770+7001,4451,8691.35%+424
TARGET CORP(TGT)02,376+2,37604210.30%+421
COLGATE PALMOLIVE CO(CL)04,600+4,60004140.30%+414
PARKER-HANNIFIN CORP(PH)3,1433,343+2001,4481,8581.34%+410
STARBUCKS CORP(SBUX)22,70027,700+5,0002,1792,5321.83%+352
MONSTER BEVERAGE CORP NEW(MNST)05,400+5,40003200.23%+320
OREILLY AUTOMOTIVE INC(ORLY)2,4172,317-1002,2962,6161.89%+319
CHURCH & DWIGHT CO INC(CHD)03,000+3,00003130.23%+313
PROLOGIS INC.(PLD)02,053+2,05302670.19%+267
MICRON TECHNOLOGY INC(MU)02,200+2,20002590.19%+259
LAMB WESTON HLDGS INC(LW)02,400+2,40002560.18%+256
COSTCO WHSL CORP NEW(COST)0299+29902190.16%+219
DEERE & CO(DE)4,3864,786+4001,7541,9661.42%+212
MERCK & CO INC(MRK)01,541+1,54102030.15%+203
KLA CORP(KLAC)0287+28702000.14%+200
MARSH & MCLENNAN COS INC(MRSH)14,24214,042-2002,6982,8922.09%+194
TRANSDIGM GROUP INC(TDG)1,7071,507-2001,7271,8561.34%+129
SERVICENOW INC(NOW)366466+1002593550.26%+97
INTUIT(INTU)534634+1003344120.30%+78
HOME DEPOT INC(HD)59059002042260.16%+22
CANADIAN PACIFIC KANSAS CITY(CP)7,7007,100-6006096260.45%+17
VILLAGE FARMS INTL INC110,70070,200-40,50084870.06%+3
VISA INC(V)1,3581,258-1003543510.25%-2
BERKSHIRE HATHAWAY INC DEL1,180980-2004214120.30%-9
MASTERCARD INCORPORATED(MA)690590-1002942840.20%-10
TPI COMPOSITES INC13,70013,900+20057400.03%-16
SALESFORCE INC(CRM)899699-2002372110.15%-26
META PLATFORMS INC(META)1,9321,332-6006846470.47%-37
AVALONBAY CMNTYS INC1,5001,300-2002812410.17%-40
HOST HOTELS & RESORTS INC(HST)15,00012,200-2,8002922520.18%-40
BOSTON PROPERTIES INC(BXP)4,3004,000-3003022610.19%-40
SBA COMMUNICATIONS CORP NEW(SBAC)1,1421,042-1002902260.16%-64
EQUINIX INC(EQIX)361261-1002912150.16%-75
UNITEDHEALTH GROUP INC(UNH)856756-1004513740.27%-77
ADOBE INC(ADBE)889789-1005303980.29%-132
TESLA INC(TSLA)2,0901,890-2005193320.24%-187
ABBVIE INC(ABBV)1,2980-1,2982010-201
MICROSOFT CORP(MSFT)14,14712,147-2,0005,3205,1103.69%-209
PALO ALTO NETWORKS INC(PANW)1,0000-1,0002950-295
ELI LILLY & CO(LLY)13,6888,388-5,3007,9796,5264.71%-1,453
UNION PAC CORP(UNP)6,1610-6,1611,5130-1,513
HILTON WORLDWIDE HLDGS INC(HLT)10,8000-10,8001,9670-1,967
LULULEMON ATHLETICA INC(LULU)4,4000-4,4002,2500-2,250
MSCI INC(MSCI)4,2660-4,2662,4130-2,413
AMERIPRISE FINL INC(AMP)6,3630-6,3632,4170-2,417
BLACKSTONE INC(BX)20,1000-20,1002,6310-2,631
ECOLAB INC(ECL)19,2460-19,2463,8170-3,817
AT&T INC(T)316,7000-316,7005,3140-5,314
HUMANA INC(HUM)16,8870-16,8877,7310-7,731
ADVANCED MICRO DEVICES INC(AMD)58,9392,739-56,2008,6884940.36%-8,194
KEURIG DR PEPPER INC(KDP)246,1000-246,1008,2000-8,200
MICROCHIP TECHNOLOGY INC.(MCHP)95,4000-95,4008,6030-8,603
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