Sustainable Insight Capital Management, LLC

CIK

1580677

Location

NEW YORK, NY

Portfolio Value

Small $238,479,028

Diversification

Diversified

Filing Date

Global Rank

#6,028 / 8,827 ▼ 1162 · as of Jun 2026

Top Industry

Semiconductors 21.4%

Period ended 38 days ago

Filed Nov 6, 2026 · 1d

25 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 60.7% of the book (60%+)

Turnover

Medium turnover

68.1% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 12.7 quarters (12+)

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 54.9%; sector active share 27.1% against the combined 13F book's sector weights.

Over time 24 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

84 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

10.1%

−0.7 pts

Top 5

39.6%

−1.7 pts

Top 10

60.9%

+0.2 pts

HHI

464

Diversified−24

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	50.5%	$120,382,931	18
Communication Services	13.8%	$32,846,890	7
Industrials	8.7%	$20,661,687	12
Consumer Cyclical	8.4%	$20,082,814	9
Financial Services	7.3%	$17,525,713	9
Healthcare	6.4%	$15,213,761	10
Consumer Defensive	1.8%	$4,389,697	5
Basic Materials	1.2%	$2,877,128	6
Energy	0.9%	$2,249,382	2
Real Estate	0.9%	$2,249,025	6

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LRCX	Lam Research Corp	+29,300	32,830	$10,784,983
CNQ	CANADIAN NATURAL RESOURCES Ltd	+23,800	32,142	$1,512,923
MNST	Monster Beverage Corp	+13,782	20,864	$868,359
PLUG	Plug Power Inc	+12,900	26,400	$51,216
CP	Canadian Pacific Kansas City Ltd	+9,200	13,603	$1,157,615
SHOP	Shopify Inc.	+7,800	12,600	$1,868,580
APP	AppLovin Corp	+7,000	7,700	$2,236,311
CNI	Canadian National Railway Co	+6,600	9,640	$1,146,196
APH	Amphenol Corp	+3,256	7,012	$591,111
WYNN	Wynn Resorts Ltd	+2,400	14,900	$1,183,507
CRWD	CrowdStrike Holdings, Inc.	+2,261	3,028	$801,663
AVGO	Broadcom Inc.	+1,800	50,120	$17,601,642
ABBV	AbbVie Inc.	+1,800	2,912	$761,750
TSLA	Tesla, Inc.	+1,800	19,963	$7,083,072
CHD	Church & Dwight Co Inc	+1,600	5,500	$518,210
TMUS	T-Mobile US, Inc.	+1,400	16,769	$2,734,688
DG	Dollar General Corp	+1,100	4,235	$506,421
LLY	ELI LILLY & Co	+560	10,184	$11,783,702
CASY	Caseys General Stores Inc	+520	1,280	$778,828
BKNG	Booking Holdings Inc.	+440	11,385	$1,854,730
CCI	Crown Castle Inc.	+400	5,582	$372,040
HST	Host Hotels & Resorts, Inc.	+400	16,200	$362,718
CSCO	Cisco Systems, Inc.	+200	3,076	$331,069
MAA	Mid America Apartment Communities Inc.	+200	3,000	$353,220
COST	Costco Wholesale Corp	+200	2,194	$1,997,285
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	−24,600	57,439	$10,743,964
BX	Blackstone Inc.	−15,300	22,582	$2,531,216
UNP	Union Pacific Corp	−13,300	11,710	$3,186,642
AAPL	Apple Inc.	−12,520	71,988	$23,973,443
CPRT	Copart Inc	−5,000	33,204	$905,805
NVDA	Nvidia Corp	−3,500	68,814	$15,715,741
MSCI	MSCI Inc.	−3,040	4,165	$2,243,518
CSX	Csx Corp	−2,900	21,657	$1,007,267
STLD	Steel Dynamics Inc	−2,900	2,237	$495,741
TDG	TransDigm Group INC	−2,300	2,815	$3,047,519
PANW	Palo Alto Networks Inc	−2,300	26,300	$10,449,253
GOOG	Alphabet Inc.	−2,040	29,600	$10,085,904
ECL	Ecolab Inc.	−1,800	1,692	$464,589
GOOGL	Alphabet Inc.	−1,480	37,473	$12,893,709
AMD	Advanced Micro Devices Inc	−900	23,148	$14,161,020
MRSH	Marsh & Mclennan Companies, Inc.	−800	6,228	$1,063,306
TKO	TKO Group Holdings, Inc.	−800	11,200	$2,012,864
MSFT	Microsoft Corp	−640	13,857	$7,107,255
WTW	Willis Towers Watson PLC	−600	3,391	$977,387
VLO	Valero Energy Corp	−500	1,900	$736,459
HIG	Hartford Insurance Group, Inc.	−300	7,873	$963,340
JPM	Jpmorgan Chase & Co	−280	6,867	$2,271,809
PH	Parker-Hannifin Corp	−240	1,066	$1,018,477
MU	Micron Technology Inc	−200	3,265	$3,477,584
NOW	ServiceNow, Inc.	−200	3,055	$409,400
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
V	Visa Inc.	15,339	$5,511,762
FIX	Comfort Systems USA Inc	1,890	$3,126,230
URI	United Rentals, Inc.	3,040	$3,042,371
FOXA	Fox Corp	39,600	$2,480,940
LUV	Southwest Airlines Co	48,400	$2,015,376
CMG	Chipotle Mexican Grill Inc	42,000	$1,341,900
PRU	Prudential Financial Inc	8,700	$988,146
ACGL	Arch Capital Group Ltd.	10,559	$975,229
NSC	Norfolk Southern Corp	3,097	$956,973
SHW	Sherwin Williams Co	1,907	$616,475
MRK	Merck & Co., Inc.	4,112	$597,514
FNV	FRANCO NEVADA Corp	2,230	$530,985
SJM	J M SMUCKER Co	4,200	$499,422
GM	General Motors Co	6,200	$477,400
PHM	Pultegroup Inc	3,700	$429,422
FCX	Freeport-Mcmoran Inc	6,101	$427,070
TMO	Thermo Fisher Scientific Inc.	624	$421,231
AMGN	Amgen Inc	897	$378,094
FTNT	Fortinet, Inc.	1,924	$343,934
IFF	International Flavors & Fragrances Inc	4,100	$342,268
AMT	American Tower Corp	2,023	$331,144
GILD	Gilead Sciences, Inc.	2,138	$318,668
ISRG	Intuitive Surgical Inc	665	$270,408
VRTX	Vertex Pharmaceuticals Inc	451	$235,787
JNJ	Johnson & Johnson	848	$224,499
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
RACE	Ferrari N.V.	10,295	$3,832,725
UNH	Unitedhealth Group Inc	7,056	$2,932,685
HPE	Hewlett Packard Enterprise Co	59,500	$2,684,045
TD	Toronto Dominion Bank	21,052	$2,556,344
SLF	Sun Life Financial Inc	31,300	$2,454,546
WMT	Walmart Inc.	12,291	$1,392,078
EXPE	Expedia Group, Inc.	5,100	$1,304,988
FDX	Fedex Corp	3,526	$1,104,096
KLAC	Kla Corp	3,620	$1,092,190
ALL	Allstate Corp	4,569	$1,087,147
GL	Globe Life Inc.	5,800	$1,036,344
J	Jacobs Solutions Inc.	7,900	$995,400
TXN	Texas Instruments Inc	2,956	$881,094
CBRE	Cbre Group, Inc.	4,100	$552,229
GEV	GE Vernova Inc.	331	$388,878
KR	Kroger Co	6,801	$377,659
SU	Suncor Energy Inc	6,116	$328,306
TER	Teradyne, Inc	460	$222,566
EW	Edwards Lifesciences Corp	2,432	$219,998
MPWR	Monolithic Power Systems, Inc.	152	$210,118
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

84 tracked positions · $238,479,028 total · filing declares 84 positions · $238,477,947 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 84 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	71,988	-12,520	$23,973,443	−2.0%	10.05%
AVGO	Broadcom Inc. Technology	Added	50,120	+1,800	$17,601,642	−3.6%	7.38%
NVDA	Nvidia Corp Technology	Reduced	68,814	-3,500	$15,715,741	+8.6%	6.59%
AMD	Advanced Micro Devices Inc Technology	Reduced	23,148	-900	$14,161,020	+1.4%	5.94%
GOOGL	Alphabet Inc. Communication Services	Reduced	37,473	-1,480	$12,893,709	−7.4%	5.41%
LLY	ELI LILLY & Co Healthcare	Added	10,184	+560	$11,783,702	+2.1%	4.94%
LRCX	Lam Research Corp Technology	Added	32,830	+29,300	$10,784,983	+605.1%	4.52%
PLTR	Palantir Technologies Inc. Technology	Reduced	57,439	-24,600	$10,743,964	+12.2%	4.51%
PANW	Palo Alto Networks Inc Technology	Reduced	26,300	-2,300	$10,449,253	+7.1%	4.38%
GOOG	Alphabet Inc. Communication Services	Reduced	29,600	-2,040	$10,085,904	−9.8%	4.23%
MSFT	Microsoft Corp Technology	Reduced	13,857	-640	$7,107,255	+31.4%	2.98%
TSLA	Tesla, Inc. Consumer Cyclical	Added	19,963	+1,800	$7,083,072	−7.3%	2.97%
AMZN	Amazon Com Inc Consumer Cyclical	Added	23,003	+100	$5,731,197	+5.0%	2.40%
V	Visa Inc. Financial Services	NEW	15,339	NEW	$5,511,762	NEW	2.31%
MU	Micron Technology Inc Technology	Reduced	3,265	-200	$3,477,584	−13.1%	1.46%
UNP	Union Pacific Corp Industrials	Reduced	11,710	-13,300	$3,186,642	−53.2%	1.34%
FIX	Comfort Systems USA Inc Industrials	NEW	1,890	NEW	$3,126,230	NEW	1.31%
TDG	TransDigm Group INC Industrials	Reduced	2,815	-2,300	$3,047,519	−55.3%	1.28%
URI	United Rentals, Inc. Industrials	NEW	3,040	NEW	$3,042,371	NEW	1.28%
TMUS	T-Mobile US, Inc. Communication Services	Added	16,769	+1,400	$2,734,688	+6.1%	1.15%
BX	Blackstone Inc. Financial Services	Reduced	22,582	-15,300	$2,531,216	−43.2%	1.06%
FOXA	Fox Corp Communication Services	NEW	39,600	NEW	$2,480,940	NEW	1.04%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,867	-280	$2,271,809	−2.9%	0.95%
MSCI	MSCI Inc. Financial Services	Reduced	4,165	-3,040	$2,243,518	−44.4%	0.94%
APP	AppLovin Corp Communication Services	Added	7,700	+7,000	$2,236,311	+520.1%	0.94%
LUV	Southwest Airlines Co Industrials	NEW	48,400	NEW	$2,015,376	NEW	0.85%
TKO	TKO Group Holdings, Inc. Communication Services	Reduced	11,200	-800	$2,012,864	−16.7%	0.84%
COST	Costco Wholesale Corp Consumer Defensive	Added	2,194	+200	$1,997,285	+7.1%	0.84%
SHOP	Shopify Inc. Technology	Added	12,600	+7,800	$1,868,580	+240.9%	0.78%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	11,385	+440	$1,854,730	−4.9%	0.78%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Added	32,142	+23,800	$1,512,923	+359.1%	0.63%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	NEW	42,000	NEW	$1,341,900	NEW	0.56%
AZO	Autozone Inc Consumer Cyclical	Added	425	+20	$1,202,758	−7.1%	0.50%
WYNN	Wynn Resorts Ltd Consumer Cyclical	Added	14,900	+2,400	$1,183,507	−2.5%	0.50%
CP	Canadian Pacific Kansas City Ltd Industrials	Added	13,603	+9,200	$1,157,615	+203.4%	0.49%
CNI	Canadian National Railway Co Industrials	Added	9,640	+6,600	$1,146,196	+216.2%	0.48%
AMAT	Applied Materials Inc Technology	Reduced	2,160	-80	$1,104,580	−31.8%	0.46%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	6,228	-800	$1,063,306	−9.2%	0.45%
PH	Parker-Hannifin Corp Industrials	Reduced	1,066	-240	$1,018,477	−20.3%	0.43%
CSX	Csx Corp Industrials	Reduced	21,657	-2,900	$1,007,267	−13.7%	0.42%
PRU	Prudential Financial Inc Financial Services	NEW	8,700	NEW	$988,146	NEW	0.41%
WTW	Willis Towers Watson PLC Financial Services	Reduced	3,391	-600	$977,387	−6.3%	0.41%
ACGL	Arch Capital Group Ltd. Financial Services	NEW	10,559	NEW	$975,229	NEW	0.41%
HIG	Hartford Insurance Group, Inc. Financial Services	Reduced	7,873	-300	$963,340	−11.1%	0.40%
NSC	Norfolk Southern Corp Industrials	NEW	3,097	NEW	$956,973	NEW	0.40%
CPRT	Copart Inc Industrials	Reduced	33,204	-5,000	$905,805	−15.9%	0.38%
MNST	Monster Beverage Corp Consumer Defensive	Added	20,864	+13,782	$868,359	+27.6%	0.36%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	3,028	+2,261	$801,663	+37.0%	0.34%
CASY	Caseys General Stores Inc Consumer Cyclical	Added	1,280	+520	$778,828	+28.9%	0.33%
ABBV	AbbVie Inc. Healthcare	Added	2,912	+1,800	$761,750	+172.2%	0.32%

Showing the top 50 of 84 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.