Filed: 8/6/2025ACC: 0001085146-25-004585
📋 What this filing means
SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 61 equity positions with a total reported market value of $220.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$220.91M
Total AUM (reported)
1.34M
Total Shares
Allocation by class
COM$197.51M89.4%
CL A$6.26M2.8%
SHS$4.01M1.8%
COM NEW$3.81M1.7%
CAP STK CL A$3.47M1.6%
CAP STK CL C$2.63M1.2%
ORD$2.14M1.0%
Portfolio Concentration
Top 3$49.09M22.2%
4–10$80.44M36.4%
11–25$56.58M25.6%
Rest$34.79M15.8%
Top 3 weight
22.2%
Top 10 weight
58.6%
Voting Authority Distribution
Total shares with voting rights: 1.34M
Sole
Full voting authority
1.34M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other61
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings61
Rows:
APPLE INC
DFNDShares83.70K
TypeSH
Market value$17.17M
7.77%
Sole
83.70K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares101.21K
TypeSH
Market value$15.99M
7.24%
Sole
101.21K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares32.03K
TypeSH
Market value$15.93M
7.21%
Sole
32.03K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares68.42K
TypeSH
Market value$15.01M
6.80%
Sole
68.42K
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares53.60K
TypeSH
Market value$14.78M
6.69%
Sole
53.60K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
DFNDShares70.10K
TypeSH
Market value$14.35M
6.49%
Sole
70.10K
Shared
0.00
None
0.00
DARDEN RESTAURANTS INC
DFNDShares56.81K
TypeSH
Market value$12.38M
5.61%
Sole
56.81K
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares12.88K
TypeSH
Market value$10.04M
4.55%
Sole
12.88K
Shared
0.00
None
0.00
AT&T INC
DFNDShares242.43K
TypeSH
Market value$7.02M
3.18%
Sole
242.43K
Shared
0.00
None
0.00
T-MOBILE US INC
DFNDShares28.83K
TypeSH
Market value$6.87M
3.11%
Sole
28.83K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares6.71K
TypeSH
Market value$4.95M
2.24%
Sole
6.71K
Shared
0.00
None
0.00
ALLSTATE CORP
DFNDShares21.53K
TypeSH
Market value$4.33M
1.96%
Sole
21.53K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
DFNDShares19.44K
TypeSH
Market value$4.25M
1.92%
Sole
19.44K
Shared
0.00
None
0.00
MSCI INC
DFNDShares7.30K
TypeSH
Market value$4.21M
1.91%
Sole
7.30K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
DFNDShares4.22K
TypeSH
Market value$4.18M
1.89%
Sole
4.22K
Shared
0.00
None
0.00
FERRARI N V
DFNDShares8.30K
TypeSH
Market value$4.07M
1.84%
Sole
8.30K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
DFNDShares2.67K
TypeSH
Market value$4.07M
1.84%
Sole
2.67K
Shared
0.00
None
0.00
COPART INC
DFNDShares82.83K
TypeSH
Market value$4.06M
1.84%
Sole
82.83K
Shared
0.00
None
0.00
ABBOTT LABS
DFNDShares29.63K
TypeSH
Market value$4.03M
1.82%
Sole
29.63K
Shared
0.00
None
0.00
HUMANA INC
DFNDShares16K
TypeSH
Market value$3.91M
1.77%
Sole
16K
Shared
0.00
None
0.00
TORONTO DOMINION BK ONT
DFNDShares51.80K
TypeSH
Market value$3.81M
1.73%
Sole
51.80K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares19.70K
TypeSH
Market value$3.47M
1.57%
Sole
19.70K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares14.80K
TypeSH
Market value$2.63M
1.19%
Sole
14.80K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
DFNDShares8.22K
TypeSH
Market value$2.38M
1.08%
Sole
8.22K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
DFNDShares27.63K
TypeSH
Market value$2.21M
1.00%
Sole
27.63K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 83.70K | SH | $17.17M 7.77% | 83.70K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 101.21K | SH | $15.99M 7.24% | 101.21K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 32.03K | SH | $15.93M 7.21% | 32.03K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 68.42K | SH | $15.01M 6.80% | 68.42K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 53.60K | SH | $14.78M 6.69% | 53.60K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCDFND | COM | 70.10K | SH | $14.35M 6.49% | 70.10K | 0.00 | 0.00 |
DARDEN RESTAURANTS INCDFND | COM | 56.81K | SH | $12.38M 5.61% | 56.81K | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 12.88K | SH | $10.04M 4.55% | 12.88K | 0.00 | 0.00 |
AT&T INCDFND | COM | 242.43K | SH | $7.02M 3.18% | 242.43K | 0.00 | 0.00 |
T-MOBILE US INCDFND | COM | 28.83K | SH | $6.87M 3.11% | 28.83K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 6.71K | SH | $4.95M 2.24% | 6.71K | 0.00 | 0.00 |
ALLSTATE CORPDFND | COM | 21.53K | SH | $4.33M 1.96% | 21.53K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCDFND | COM | 19.44K | SH | $4.25M 1.92% | 19.44K | 0.00 | 0.00 |
MSCI INCDFND | COM | 7.30K | SH | $4.21M 1.91% | 7.30K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWDFND | COM | 4.22K | SH | $4.18M 1.89% | 4.22K | 0.00 | 0.00 |
FERRARI N VDFND | COM | 8.30K | SH | $4.07M 1.84% | 8.30K | 0.00 | 0.00 |
TRANSDIGM GROUP INCDFND | COM | 2.67K | SH | $4.07M 1.84% | 2.67K | 0.00 | 0.00 |
COPART INCDFND | COM | 82.83K | SH | $4.06M 1.84% | 82.83K | 0.00 | 0.00 |
ABBOTT LABSDFND | COM | 29.63K | SH | $4.03M 1.82% | 29.63K | 0.00 | 0.00 |
HUMANA INCDFND | COM | 16K | SH | $3.91M 1.77% | 16K | 0.00 | 0.00 |
TORONTO DOMINION BK ONTDFND | COM NEW | 51.80K | SH | $3.81M 1.73% | 51.80K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 19.70K | SH | $3.47M 1.57% | 19.70K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 14.80K | SH | $2.63M 1.19% | 14.80K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 8.22K | SH | $2.38M 1.08% | 8.22K | 0.00 | 0.00 |
WELLS FARGO CO NEWDFND | COM | 27.63K | SH | $2.21M 1.00% | 27.63K | 0.00 | 0.00 |
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