Fund HoldingsSustainable Insight Capital Management, LLC

Total Portfolio Value
$220.91M
Total Bought
$76.24M
Total Sold
$63.05M
Net Transaction
+$13.20M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
DARDEN RESTAURANTS INC(DRI)056,811+56,811012,3835.61%+12,383
NVIDIA CORPORATION(NVDA)70,364101,211+30,8477,62615,9907.24%+8,364
MICROSOFT CORP(MSFT)22,53532,026+9,4918,45915,9307.21%+7,471
FERRARI N V
COM
08,305+8,30504,0731.84%+4,073
META PLATFORMS INC(META)1,6626,712+5,0509584,9542.24%+3,996
AMAZON COM INC(AMZN)57,96468,423+10,45911,02815,0116.80%+3,983
ALPHABET INC(GOOG)3,52019,702+16,1825443,4721.57%+2,928
ALPHABET INC(GOOG)014,800+14,80002,6251.19%+2,625
ELI LILLY & CO(LLY)9,36712,884+3,5177,73610,0434.55%+2,307
INTERCONTINENTAL EXCHANGE IN(ICE)011,809+11,80902,1670.98%+2,167
HARTFORD INSURANCE GROUP INC(HIG)016,973+16,97302,1530.97%+2,153
CAPITAL ONE FINL CORP(COF)010,101+10,10102,1490.97%+2,149
ARCH CAP GROUP LTD
ORD
023,459+23,45902,1360.97%+2,136
WILLIS TOWERS WATSON PLC LTD(WTW)06,891+6,89102,1120.96%+2,112
JOHNSON CTLS INTL PLC
SHS
017,947+17,94701,8960.86%+1,896
APPLE INC(AAPL)69,17783,698+14,52115,36617,1727.77%+1,806
NETFLIX INC(NFLX)2701,534+1,2642522,0540.93%+1,802
PALO ALTO NETWORKS INC(PANW)73,81670,100-3,71612,59614,3456.49%+1,749
ORACLE CORP(ORCL)07,675+7,67501,6780.76%+1,678
BROADCOM INC(AVGO)78,34853,604-24,74413,11814,7766.69%+1,658
COSTCO WHSL CORP NEW(COST)2,7604,218+1,4582,6104,1761.89%+1,565
TORONTO DOMINION BK ONT(TD)39,00051,800+12,8002,3373,8131.73%+1,476
TRANSDIGM GROUP INC(TDG)2,1632,675+5122,9924,0681.84%+1,076
COPART INC(CPRT)56,98982,829+25,8403,2254,0641.84%+839
MOSAIC CO NEW(MOS)016,500+16,50006020.27%+602
CANADIAN NAT RES LTD(CNQ)23,30041,800+18,5007171,3150.60%+598
SERVICENOW INC(NOW)6601,025+3655251,0540.48%+528
DOLLAR GEN CORP NEW(DG)04,435+4,43505070.23%+507
FRANCO NEV CORP(FNV)4,5307,130+2,6007131,1710.53%+459
AMPHENOL CORP NEW04,456+4,45604400.20%+440
CANADIAN PACIFIC KANSAS CITY(CP)10,52214,422+3,9007391,1440.52%+405
CROWDSTRIKE HLDGS INC(CRWD)8001,247+4472826350.29%+353
FIRSTSERVICE CORP NEW2,6174,417+1,8004347710.35%+337
ARISTA NETWORKS INC(ANET)3,4885,402+1,9142705530.25%+282
TARGA RES CORP(TRGP)01,400+1,40002440.11%+244
CROWN CASTLE INC(CCI)02,282+2,28202340.11%+234
VISTRA CORP(VST)01,100+1,10002130.10%+213
EQUINIX INC(EQIX)564631+674605020.23%+42
TPI COMPOSITES INC016,114+16,1140140.01%+14
SIMON PPTY GROUP INC NEW(SPG)2,9492,859-904904600.21%-30
MOTOROLA SOLUTIONS INC(MSI)5000-5002190-219
FORTINET INC(FTNT)2,3500-2,3502260-226
BXP INC(BXP)6,7373,282-3,4554532210.10%-231
SALESFORCE INC(CRM)8990-8992410-241
SBA COMMUNICATIONS CORP NEW(SBAC)2,156965-1,1914742270.10%-248
VISA INC(V)1,358619-7394762200.10%-256
TESLA INC(TSLA)2,2901,052-1,2385933340.15%-259
PROLOGIS INC.(PLD)4,5792,298-2,2815122420.11%-270
HOME DEPOT INC(HD)7900-7902900-290
ABBVIE INC(ABBV)1,6980-1,6983560-356
MASTERCARD INCORPORATED(MA)6670-6673660-366
JOHNSON & JOHNSON(JNJ)2,3000-2,3003810-381
ALLSTATE CORP(ALL)22,79821,526-1,2724,7214,3331.96%-387
PROCTER AND GAMBLE CO(PG)2,3230-2,3233960-396
MID-AMER APT CMNTYS INC(MAA)2,6000-2,6004360-436
BERKSHIRE HATHAWAY INC DEL1,424649-7757583150.14%-443
WELLTOWER INC(WELL)3,1220-3,1224780-478
MARSH & MCLENNAN COS INC(MRSH)19,51819,441-774,7634,2511.92%-512
UNITEDHEALTH GROUP INC(UNH)9810-9815140-514
MSCI INC(MSCI)8,3687,305-1,0634,7324,2131.91%-519
PALANTIR TECHNOLOGIES INC(PLTR)6,9240-6,9245840-584
CHURCH & DWIGHT CO INC(CHD)11,1835,428-5,7551,2315220.24%-709
CANADIAN NATL RY CO(CNI)7,5530-7,5537350-735
KROGER CO(KR)19,0557,701-11,3541,2905520.25%-737
MONSTER BEVERAGE CORP NEW(MNST)21,1000-21,1001,2350-1,235
DOVER CORP(DOV)17,88110,163-7,7183,1411,8620.84%-1,279
PARKER-HANNIFIN CORP(PH)5,3392,634-2,7053,2451,8400.83%-1,406
WALMART INC(WMT)28,88411,291-17,5932,5361,1040.50%-1,432
HESS CORP9,1000-9,1001,4540-1,454
PHILLIPS 66(PSX)11,8000-11,8001,4570-1,457
ATMOS ENERGY CORP(ATO)9,5000-9,5001,4690-1,469
METLIFE INC(MET)20,7280-20,7281,6640-1,664
NISOURCE INC(NI)49,8530-49,8531,9990-1,999
CANADIAN IMPERIAL BK COMM(CM)41,8970-41,8972,3570-2,357
AT&T INC(T)333,179242,429-90,7509,4227,0163.18%-2,406
T-MOBILE US INC(TMUS)35,30228,833-6,4699,4156,8703.11%-2,546
SHERWIN WILLIAMS CO(SHW)10,6913,355-7,3363,7331,1520.52%-2,581
WELLS FARGO CO NEW(WFC)68,30427,626-40,6784,9042,2131.00%-2,690
JPMORGAN CHASE & CO.(JPM)21,3528,225-13,1275,2382,3851.08%-2,853
HUMANA INC(HUM)26,74215,996-10,7467,0763,9111.77%-3,165
ABBOTT LABS55,88529,633-26,2527,4134,0301.82%-3,383
UBS GROUP AG(UBS)154,3750-154,3754,6910-4,691
CHIPOTLE MEXICAN GRILL INC(CMG)194,1790-194,1799,7500-9,750
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