13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001580677
Total reported value
$233.2M
$233.2M
66 檔
26.5%
The Q1 2025 SEC filing reveals that Sustainable Insight Capital Management, LLC held a total portfolio value of $233.2M, covering 66 public equity positions.
In Q1 2025, Sustainable Insight Capital Management, LLC displayed an active expansion posture, initiating 66 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.65% | -0.42% | -2.35% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 6.53% | +0.87% | +12.36% | |
| 3 | PANW | Palo Alto Networks Inc | Stock-Tech | 6.27% | +0.49% | -14.17% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.49% | -2.87% | -13.47% | |
| 5 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 4.85% | — | -14.11% | |
| 6 | T | At&t Inc | Stock-Comm Services | 4.69% | — | -38.84% | |
| 7 | TMUS | T-mobile US Inc | Stock-Comm Services | 4.69% | -0.67% | -36.73% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 4.21% | -1.89% | -3.43% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.85% | -0.23% | +10.63% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 3.80% | -0.18% | -4.74% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 3.69% | — | +0.15% | |
| 12 | HUM | Humana Inc | Stock-Healthcare | 3.52% | -1.79% | EXIT | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.61% | -0.65% | -6.74% | |
| 14 | WFC | Wells Fargo & Co | Stock-Financials | 2.44% | — | -7.95% | |
| 15 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 2.37% | -1.47% | -19.31% | |
| 16 | MSCI | Msci Inc | Stock-Financials | 2.36% | -0.27% | -1.95% | |
| 17 | ALL | Allstate CORP | Stock-Financials | 2.35% | -0.38% | -13.83% | |
| 18 | UBS | UBS Group AG | Stock-Financials | 2.34% | — | — | |
| 19 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.86% | — | -4.63% | |
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 1.62% | -0.17% | +7.42% | |
| 21 | CPRT | Copart Inc | Stock-Industrials | 1.61% | -1.02% | +3.67% | |
| 22 | DOV | Dover CORP | Stock-Industrials | 1.56% | -0.62% | EXIT | |
| 23 | TDG | Transdigm Group Inc | Stock-Industrials | 1.49% | +1.42% | -11.21% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.30% | -0.59% | +3.76% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.26% | -0.36% | +7.44% | |
| 26 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.17% | — | +507.20% | |
| 27 | TD | Toronto-dominion Bank | Stock-Financials | 1.16% | +0.06% | — | |
| 28 | NI | Nisource Inc | Stock-Utilities | 0.99% | — | -4.41% | |
| 29 | MET | Metlife Inc | Stock-Financials | 0.83% | — | +21.02% | |
| 30 | ATO | Atmos Energy CORP | Stock-Utilities | 0.73% | — | -13.64% | |
| 31 | PSX | Phillips 66 | Stock-Energy | 0.73% | -0.18% | EXIT | |
| 32 | HES | Hess CORP | Stock-Other | 0.72% | — | — | |
| 33 | KR | Kroger Co | Stock-Consumer Staples | 0.64% | -0.11% | -7.75% | |
| 34 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.61% | -0.16% | -8.66% | |
| 35 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.61% | -0.10% | -2.61% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | — | +43.03% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.07% | EXIT | |
| 38 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.37% | -0.29% | +72.49% | |
| 39 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.37% | -0.27% | +75.65% | |
| 40 | CNQ | Canadian Natural Resources | Stock-Energy | 0.36% | -0.06% | — | |
| 41 | FNV | Franco-nevada CORP | Stock-Materials | 0.35% | -0.34% | EXIT | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | -0.54% | +9.57% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.29% | -0.18% | -14.77% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +2.47% | +93.41% | |
| 45 | NOW | Servicenow Inc | Stock-Tech | 0.26% | +0.14% | NEW | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.26% | +1.26% | NEW | |
| 47 | PLD | Prologis Inc | Stock-Real Estate | 0.25% | -0.36% | EXIT | |
| 48 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.24% | — | +7.28% | |
| 49 | WELL | Welltower Inc | Stock-Real Estate | 0.24% | — | -13.80% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.24% | — | +41.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | AVGO | Broadcom Inc | — | NEW | New buy |
| 3 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | CMG | Chipotle Mexican Grill Inc | — | NEW | New buy |
| 6 | T | At&t Inc | — | NEW | New buy |
| 7 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 8 | MSFT | Microsoft CORP | — | NEW | New buy |
| 9 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 10 | NVDA | Nvidia CORP | — | NEW | New buy |
| 11 | ABT | Abbott Laboratories | — | NEW | New buy |
| 12 | HUM | Humana Inc | — | NEW | New buy |
| 13 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 14 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 15 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 16 | MSCI | Msci Inc | — | NEW | New buy |
| 17 | ALL | Allstate CORP | — | NEW | New buy |
| 18 | UBS | UBS Group AG | — | NEW | New buy |
| 19 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 20 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 21 | CPRT | Copart Inc | — | NEW | New buy |
| 22 | DOV | Dover CORP | — | NEW | New buy |
| 23 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 24 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 25 | WMT | Walmart Inc | — | NEW | New buy |
| 26 | CM | Can Imperial Bk Of Commerce | — | NEW | New buy |
| 27 | TD | Toronto-dominion Bank | — | NEW | New buy |
| 28 | NI | Nisource Inc | — | NEW | New buy |
| 29 | MET | Metlife Inc | — | NEW | New buy |
| 30 | ATO | Atmos Energy CORP | — | NEW | New buy |
| 31 | PSX | Phillips 66 | — | NEW | New buy |
| 32 | HES | Hess CORP | — | NEW | New buy |
| 33 | KR | Kroger Co | — | NEW | New buy |
| 34 | MNST | Monster Beverage CORP | — | NEW | New buy |
| 35 | CHD | Church & Dwight Co Inc | — | NEW | New buy |
| 36 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 38 | CP | Canadian Pacific Kansas City | — | NEW | New buy |
| 39 | CNI | Canadian Natl Railway Co | — | NEW | New buy |
| 40 | CNQ | Canadian Natural Resources | — | NEW | New buy |
| 41 | FNV | Franco-nevada CORP | — | NEW | New buy |
| 42 | TSLA | Tesla Inc | — | NEW | New buy |
| 43 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 44 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 45 | NOW | Servicenow Inc | — | NEW | New buy |
| 46 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 47 | PLD | Prologis Inc | — | NEW | New buy |
| 48 | SPG | Simon Property Group Inc | — | NEW | New buy |
| 49 | WELL | Welltower Inc | — | NEW | New buy |
| 50 | V | Visa Inc-class A Shares | — | NEW | New buy |
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 66 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AVGO, PANW) accounted for 26.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $15.4M
During Q1 2025, Sustainable Insight Capital Management, LLC's top holdings by market value included AAPL (7.7%)、AVGO (6.5%)、PANW (6.3%). The largest single position, AAPL, represented 7.7% of total portfolio value.
In Q1 2025, Sustainable Insight Capital Management, LLC made 66 total portfolio adjustments, initiating 66 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.