Fund Holdings — Sustainable Insight Capital Management, LLC

Total Portfolio Value
$318.24M
Total Bought
$126.70M
Total Sold
$32.06M
Net Transaction
+$94.64M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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LAM RESEARCH CORP(LRCX)0169,480+169,480022,6937.13%+22,693
OREILLY AUTOMOTIVE INC(ORLY)0167,645+167,645018,0745.68%+18,074
APPLE INC(AAPL)83,698101,987+18,28917,17225,9698.16%+8,797
BROADCOM INC(AVGO)53,60469,354+15,75014,77622,8817.19%+8,105
PALO ALTO NETWORKS INC(PANW)70,100108,953+38,85314,34522,1856.97%+7,840
ELI LILLY & CO(LLY)12,88418,641+5,75710,04314,2234.47%+4,180
MARSH & MCLENNAN COS INC(MRSH)19,44141,115+21,6744,2518,2862.60%+4,035
MSCI INC(MSCI)7,30514,360+7,0554,2138,1482.56%+3,935
T-MOBILE US INC(TMUS)28,83343,577+14,7446,87010,4313.28%+3,562
NVIDIA CORPORATION(NVDA)101,211104,656+3,44515,99019,5276.14%+3,536
AMAZON COM INC(AMZN)68,42384,341+15,91815,01118,5195.82%+3,507
AT&T INC(T)242,429370,457+128,0287,01610,4623.29%+3,446
JPMORGAN CHASE & CO.(JPM)8,22514,577+6,3522,3854,5981.44%+2,214
HARTFORD INSURANCE GROUP INC(HIG)16,97332,510+15,5372,1534,3371.36%+2,183
GENERAL DYNAMICS CORP(GD)06,346+6,34602,1640.68%+2,164
WELLS FARGO CO NEW(WFC)27,62651,882+24,2562,2134,3491.37%+2,135
CAPITAL ONE FINL CORP(COF)10,10119,346+9,2452,1494,1131.29%+1,963
TRANSDIGM GROUP INC(TDG)2,6754,493+1,8184,0685,9221.86%+1,854
COPART INC(CPRT)82,829130,337+47,5084,0645,8611.84%+1,797
PHILLIPS 66(PSX)011,951+11,95101,6260.51%+1,626
TORONTO DOMINION BK ONT(TD)51,80067,913+16,1133,8135,4301.71%+1,617
MICROSOFT CORP(MSFT)32,02633,566+1,54015,93017,3865.46%+1,455
CANADIAN NATL RY CO(CNI)015,000+15,00001,4140.44%+1,414
HUMANA INC(HUM)15,99620,017+4,0213,9115,2081.64%+1,297
EXPAND ENERGY CORPORATION(EXE)011,861+11,86101,2600.40%+1,260
ABBOTT LABS29,63339,131+9,4984,0305,2411.65%+1,211
SOUTHERN CO(SO)011,382+11,38201,0790.34%+1,079
AMERICAN ELEC PWR CO INC09,515+9,51501,0700.34%+1,070
ADVANCED MICRO DEVICES INC(AMD)05,197+5,19708410.26%+841
WALMART INC(WMT)11,29118,091+6,8001,1041,8640.59%+760
PACKAGING CORP AMER(PKG)03,400+3,40007410.23%+741
ALPHABET INC(GOOG)19,70216,946-2,7563,4724,1201.29%+647
META PLATFORMS INC(META)6,7127,426+7144,9545,4541.71%+499
ALPHABET INC(GOOG)14,80012,700-2,1002,6253,0930.97%+468
AMERICAN TOWER CORP NEW(AMT)02,423+2,42304660.15%+466
HDFC BANK LTD(HDB)012,198+12,19804170.13%+417
NETFLIX INC(NFLX)1,5342,045+5112,0542,4520.77%+398
APPLIED MATLS INC01,690+1,69003460.11%+346
PARKER-HANNIFIN CORP(PH)2,6342,873+2391,8402,1780.68%+338
PDD HOLDINGS INC(PDD)02,438+2,43803220.10%+322
AMPHENOL CORP NEW4,4565,956+1,5004407370.23%+297
CANADIAN PACIFIC KANSAS CITY(CP)14,42219,104+4,6821,1441,4230.45%+279
LIVE NATION ENTERTAINMENT IN(LYV)01,700+1,70002780.09%+278
ICICI BANK LIMITED(IBN)09,135+9,13502760.09%+276
DOVER CORP(DOV)10,16312,807+2,6441,8622,1370.67%+274
EQUITY RESIDENTIAL(VMRK)04,228+4,22802740.09%+274
ABBVIE INC(ABBV)01,012+1,01202340.07%+234
FIRSTSERVICE CORP NEW4,4175,269+8527711,0040.32%+233
MONOLITHIC PWR SYS INC(MPWR)0244+24402250.07%+225
PALANTIR TECHNOLOGIES INC(PLTR)01,139+1,13902080.07%+208
TKO GROUP HOLDINGS INC(TKO)01,000+1,00002020.06%+202
INFOSYS LTD(INFY)011,435+11,43501860.06%+186
ARISTA NETWORKS INC(ANET)5,4025,002-4005537290.23%+176
MOSAIC CO NEW(MOS)16,50022,000+5,5006027630.24%+161
CANADIAN NAT RES LTD(CNQ)41,80045,092+3,2921,3151,4440.45%+129
TESLA INC(TSLA)1,052952-1003344230.13%+89
VISTRA CORP(VST)1,1001,400+3002132740.09%+61
PROLOGIS INC.(PLD)2,2982,498+2002422860.09%+45
CROWN CASTLE INC(CCI)2,2822,882+6002342780.09%+44
ALLSTATE CORP(ALL)21,52620,384-1,1424,3334,3751.37%+42
SBA COMMUNICATIONS CORP NEW(SBAC)9651,365+4002272640.08%+37
FRANCO NEV CORP(FNV)7,1305,299-1,8311,1711,1790.37%+8
VISA INC(V)61961902202110.07%-8
TPI COMPOSITES INC16,1140-16,114140—-14
BERKSHIRE HATHAWAY INC DEL649599-503153010.09%-14
KROGER CO(KR)7,7017,801+1005525260.17%-27
DOLLAR GEN CORP NEW(DG)4,4354,635+2005074790.15%-28
CHURCH & DWIGHT CO INC(CHD)5,4285,628+2005224930.15%-29
BXP INC(BXP)3,2820-3,2822210—-221
TARGA RES CORP(TRGP)1,4000-1,4002440—-244
EQUINIX INC(EQIX)631328-3035022570.08%-245
SIMON PPTY GROUP INC NEW(SPG)2,8590-2,8594600—-460
CROWDSTRIKE HLDGS INC(CRWD)1,2470-1,2476350—-635
SHERWIN WILLIAMS CO(SHW)3,3551,255-2,1001,1524350.14%-717
COSTCO WHSL CORP NEW(COST)4,2183,634-5844,1763,3641.06%-812
SERVICENOW INC(NOW)1,0250-1,0251,0540—-1,054
ORACLE CORP(ORCL)7,675814-6,8611,6782290.07%-1,449
JOHNSON CTLS INTL PLC
SHS
17,9470-17,9471,8960—-1,896
WILLIS TOWERS WATSON PLC LTD(WTW)6,8910-6,8912,1120—-2,112
ARCH CAP GROUP LTD
ORD
23,4590-23,4592,1360—-2,136
INTERCONTINENTAL EXCHANGE IN(ICE)11,8090-11,8092,1670—-2,167
FERRARI N V
COM
8,3050-8,3054,0730—-4,073
DARDEN RESTAURANTS INC(DRI)56,8110-56,81112,3830—-12,383
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Sustainable Insight Capital Management, LLC — 13F Holdings — Q3 2025 | TickerTrail