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CIK: 0001580677
Total reported value
$233.2M
$233.2M
74 檔
32.8%
During the Q2 2024 filing period, Sustainable Insight Capital Management, LLC (CIK: 0001580677) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $233.2M across 74 reported positions.
During Q2 2024, Sustainable Insight Capital Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.21% | -0.42% | +22.52% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 7.70% | +0.87% | +27.14% | |
| 3 | LRCXEUR | Lam Research CORP | Stock-Tech | 7.50% | — | +42.34% | |
| 4 | PANW | Palo Alto Networks Inc | Stock-Tech | 7.47% | +0.49% | — | |
| 5 | TMUS | T-mobile US Inc | Stock-Comm Services | 7.44% | -0.67% | +42.21% | |
| 6 | HUM | Humana Inc | Stock-Healthcare | 6.46% | -1.79% | EXIT | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 6.44% | -0.23% | +69.15% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.72% | -1.89% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.52% | -2.87% | +31.90% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.31% | -0.18% | +874.38% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.03% | -0.65% | +26.50% | |
| 12 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 2.01% | — | — | |
| 13 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.98% | — | +6538.66% | |
| 14 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.97% | — | — | |
| 15 | SPGI | S&p Global Inc | Stock-Financials | 1.89% | — | +21.57% | |
| 16 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.75% | -1.47% | +18.22% | |
| 17 | ALL | Allstate CORP | Stock-Financials | 1.75% | -0.38% | +30.36% | |
| 18 | MSCI | Msci Inc | Stock-Financials | 1.74% | -0.27% | — | |
| 19 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.72% | -0.39% | +21.79% | |
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 1.34% | -0.17% | +58.54% | |
| 21 | DE | Deere & Co | Stock-Industrials | 1.34% | — | +49.58% | |
| 22 | TDG | Transdigm Group Inc | Stock-Industrials | 1.33% | +1.42% | +37.62% | |
| 23 | XYL | Xylem Inc | Stock-Industrials | 1.33% | — | — | |
| 24 | CPRT | Copart Inc | Stock-Industrials | 1.32% | -1.02% | +50.09% | |
| 25 | HUBB | Hubbell Inc | Stock-Industrials | 1.32% | — | +60.00% | |
| 26 | RF | Regions Financial CORP | Stock-Financials | 1.23% | — | -10.97% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | +2.47% | +48.21% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 1.05% | — | — | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.95% | — | +79.40% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | — | +167.42% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | -0.59% | +602.01% | |
| 32 | CSX | Csx CORP | Stock-Industrials | 0.84% | -0.17% | -1.76% | |
| 33 | WM | Waste Management Inc | Stock-Industrials | 0.82% | — | -12.20% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.36% | +78.26% | |
| 35 | MET | Metlife Inc | Stock-Financials | 0.57% | — | — | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.52% | — | +85.29% | |
| 37 | LIN | Linde plc | Stock-Materials | 0.52% | — | — | |
| 38 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.33% | — | -84.68% | |
| 39 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.31% | — | +36.96% | |
| 40 | TGT | Target CORP | Stock-Consumer Disc | 0.30% | — | +72.56% | |
| 41 | MLM | Martin Marietta Materials | Stock-Materials | 0.27% | — | — | |
| 42 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.27% | — | — | |
| 43 | PPL | Ppl CORP | Stock-Utilities | 0.25% | — | — | |
| 44 | NRG | Nrg Energy Inc | Stock-Utilities | 0.24% | — | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.07% | EXIT | |
| 46 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 0.22% | +0.16% | NEW | |
| 47 | COP | Conocophillips | Stock-Energy | 0.22% | — | — | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.20% | +1.26% | NEW | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.19% | -0.54% | — | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.18% | — | +7.95% |
According to official SEC Form 13F filings, Sustainable Insight Capital Management, LLC reported a total U.S. public equity portfolio value of $233.2M across 74 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, AVGO, LRCXEUR) accounted for 32.8% of total reported equity market value during Q2 2024.
During Q2 2024, Sustainable Insight Capital Management, LLC's top holdings by market value included AAPL (8.2%)、AVGO (7.7%)、LRCXEUR (7.5%). The largest single position, AAPL, represented 8.2% of total portfolio value.
In Q2 2024, Sustainable Insight Capital Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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