Fund HoldingsSustainable Insight Capital Management, LLC

Total Portfolio Value
$220.62M
Total Bought
$52.20M
Total Sold
$32.44M
Net Transaction
+$19.76M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
AT&T INC(T)0456,200+456,200010,0364.55%+10,036
BEST BUY INC(BBY)049,700+49,70005,1342.33%+5,134
SHERWIN WILLIAMS CO(SHW)2,20015,062+12,8626575,7492.61%+5,092
INTERCONTINENTAL EXCHANGE IN(ICE)020,377+20,37703,2731.48%+3,273
M & T BK CORP(MTB)018,200+18,20003,2421.47%+3,242
EXXON MOBIL CORP011,000+11,00001,2890.58%+1,289
KROGER CO(KR)020,700+20,70001,1860.54%+1,186
CHIPOTLE MEXICAN GRILL INC(CMG)63,20088,300+25,1003,9595,0882.31%+1,128
TRANSDIGM GROUP INC(TDG)2,0742,623+5492,6503,7431.70%+1,094
AMAZON COM INC(AMZN)26,05132,751+6,7005,0346,1022.77%+1,068
ATMOS ENERGY CORP(ATO)07,700+7,70001,0680.48%+1,068
DEERE & CO(DE)7,1598,886+1,7272,6753,7081.68%+1,034
HILTON WORLDWIDE HLDGS INC(HLT)18,40021,900+3,5004,0155,0482.29%+1,033
HUBBELL INC(HUBB)7,2008,500+1,3002,6313,6411.65%+1,010
COPART INC(CPRT)48,70069,548+20,8482,6383,6441.65%+1,007
CHURCH & DWIGHT CO INC(CHD)2,90012,300+9,4003011,2880.58%+987
MARATHON PETE CORP(MPC)1,8007,800+6,0003121,2710.58%+958
APPLE INC(AAPL)77,80174,401-3,40016,38617,3357.86%+949
PARKER-HANNIFIN CORP(PH)5,3005,743+4432,6813,6291.64%+948
WALMART INC(WMT)21,41129,511+8,1001,4502,3831.08%+933
REGIONS FINANCIAL CORP NEW(RF)122,500138,500+16,0002,4553,2311.46%+776
COSTCO WHSL CORP NEW(COST)2,0992,844+7451,7842,5211.14%+737
COLGATE PALMOLIVE CO(CL)6,30012,900+6,6006111,3390.61%+728
WELLTOWER INC(WELL)04,400+4,40005630.26%+563
ELI LILLY & CO(LLY)14,18815,032+84412,84613,3176.04%+472
FIRSTSERVICE CORP NEW02,487+2,48704540.21%+454
FRANCO NEV CORP(FNV)03,655+3,65504540.21%+454
CANADIAN IMPERIAL BK COMM(CM)07,400+7,40004540.21%+454
CANADIAN PACIFIC KANSAS CITY(CP)05,300+5,30004530.21%+453
SERVICENOW INC(NOW)0458+45804100.19%+410
PALO ALTO NETWORKS INC(PANW)44,00044,800+80014,91615,3136.94%+396
SEMPRA(SRE)04,496+4,49603760.17%+376
SBA COMMUNICATIONS CORP NEW(SBAC)1,3002,342+1,0422555640.26%+309
BXP INC(BXP)4,3007,100+2,8002655710.26%+307
PROLOGIS INC.(PLD)2,4004,553+2,1532705750.26%+305
TEXAS INSTRS INC(TXN)01,452+1,45203000.14%+300
INTUIT(INTU)0474+47402940.13%+294
FEDERAL RLTY INVT TR NEW(FRT)2,6004,700+2,1002635400.24%+278
JOHNSON & JOHNSON(JNJ)01,700+1,70002760.12%+276
NISOURCE INC(NI)07,700+7,70002670.12%+267
ADVANCED MICRO DEVICES INC(AMD)1,2392,739+1,5002014490.20%+248
APPLIED MATLS INC01,136+1,13602300.10%+230
MICRON TECHNOLOGY INC(MU)02,200+2,20002280.10%+228
ORACLE CORP(ORCL)01,300+1,30002220.10%+222
EQUINIX INC(EQIX)400561+1613034980.23%+195
ADOBE INC(ADBE)389789+4002164090.19%+192
SALESFORCE INC(CRM)8991,499+6002314100.19%+179
TESLA INC(TSLA)1,8901,990+1003745210.24%+147
BROADCOM INC(AVGO)9,57289,520+79,94815,36815,4427.00%+74
HOME DEPOT INC(HD)59059002032390.11%+36
MASTERCARD INCORPORATED(MA)66766702943290.15%+35
BERKSHIRE HATHAWAY INC DEL1,1241,024-1004574710.21%+14
UNITEDHEALTH GROUP INC(UNH)781681-1003983980.18%0
VISA INC(V)1,3581,258-1003563460.16%-11
TPI COMPOSITES INC11,7000-11,700470-47
LAM RESEARCH CORP(LRCX)14,06518,265+4,20014,97714,9066.76%-71
VILLAGE FARMS INTL INC79,0000-79,000810-81
MSCI INC(MSCI)7,2005,615-1,5853,4693,2731.48%-195
ABBVIE INC(ABBV)1,1980-1,1982050-205
HARTFORD FINL SVCS GROUP INC(HIG)34,10027,400-6,7003,4283,2231.46%-206
NRG ENERGY INC(NRG)6,2003,000-3,2004832730.12%-209
PPL CORP(PPL)17,9008,500-9,4004952810.13%-214
MERCK & CO INC(MRK)1,8410-1,8412280-228
EQT CORP(EQT)6,2000-6,2002290-229
METLIFE INC(MET)16,30011,000-5,3001,1449070.41%-237
NETFLIX INC(NFLX)3700-3702500-250
MARSH & MCLENNAN COS INC(MRSH)16,60014,542-2,0583,4983,2441.47%-254
TARGA RES CORP(TRGP)2,0000-2,0002580-258
BAKER HUGHES COMPANY(BKR)7,7000-7,7002710-271
ALLSTATE CORP(ALL)21,90017,000-4,9003,4973,2241.46%-273
HUMANA INC(HUM)34,53039,830+5,30012,90212,6165.72%-286
WILLIAMS COS INC(WMB)6,9000-6,9002930-293
VALERO ENERGY CORP(VLO)1,9000-1,9002980-298
PHILLIPS 66(PSX)2,2000-2,2003110-311
EOG RES INC(EOG)2,6000-2,6003270-327
CONOCOPHILLIPS(COP)3,8000-3,8004350-435
S&P GLOBAL INC(SPGI)8,4546,454-2,0003,7703,3341.51%-436
HOST HOTELS & RESORTS INC(HST)24,8000-24,8004460-446
JPMORGAN CHASE & CO.(JPM)20,04816,748-3,3004,0553,5311.60%-523
DUPONT DE NEMOURS INC(DD)6,6000-6,6005310-531
MARTIN MARIETTA MATLS INC(MLM)1,0000-1,0005420-542
NVIDIA CORPORATION(NVDA)37,27033,170-4,1004,6044,0281.83%-576
TARGET CORP(TGT)4,1000-4,1006070-607
NEXTERA ENERGY INC(NEE)29,70017,100-12,6002,1031,4450.66%-658
MICROSOFT CORP(MSFT)12,14710,747-1,4005,4294,6242.10%-805
LINDE PLC(LIN)2,3570-2,3571,0340-1,034
PEPSICO INC(PEP)6,3000-6,3001,0390-1,039
META PLATFORMS INC(META)3,5621,262-2,3001,7967220.33%-1,074
PROCTER AND GAMBLE CO(PG)11,5231,923-9,6001,9003330.15%-1,567
WASTE MGMT INC DEL(WM)7,7000-7,7001,6430-1,643
CSX CORP(CSX)50,1000-50,1001,6760-1,676
ALPHABET INC(GOOG)13,2201,920-11,3002,4143180.14%-2,096
XYLEM INC(XYL)19,5000-19,5002,6450-2,645
DOMINOS PIZZA INC(DPZ)7,6000-7,6003,9240-3,924
T-MOBILE US INC(TMUS)84,22848,528-35,70014,83910,0144.54%-4,825
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