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
71 檔
48.6%
During the Q3 2025 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 71 reported positions.
Sustainable Insight Capital Management, LLC executed strategic sector rebalancing during Q3 2025, establishing 27 new positions while fully exiting 22 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.16% | -0.42% | +21.85% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 7.19% | +0.87% | +29.38% | |
| 3 | LRCX | Lam Research CORP | Stock-Tech | 7.13% | +0.20% | — | |
| 4 | PANW | Palo Alto Networks Inc | Stock-Tech | 6.97% | +0.49% | +55.43% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 6.14% | -0.18% | +3.40% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.82% | -2.87% | +23.26% | |
| 7 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 5.68% | — | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 5.46% | -1.89% | +4.81% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.47% | -0.23% | +44.68% | |
| 10 | T | At&t Inc | Stock-Comm Services | 3.29% | — | +52.81% | |
| 11 | TMUS | T-mobile US Inc | Stock-Comm Services | 3.28% | -0.67% | +51.14% | |
| 12 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 2.60% | -1.47% | +111.49% | |
| 13 | MSCI | Msci Inc | Stock-Financials | 2.56% | -0.27% | +96.58% | |
| 14 | TDG | Transdigm Group Inc | Stock-Industrials | 1.86% | +1.42% | +67.96% | |
| 15 | CPRT | Copart Inc | Stock-Industrials | 1.84% | -1.02% | +57.36% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.71% | — | +10.64% | |
| 17 | TD | Toronto-dominion Bank | Stock-Financials | 1.71% | +0.06% | +31.11% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.65% | — | +32.05% | |
| 19 | HUM | Humana Inc | Stock-Healthcare | 1.64% | -1.79% | EXIT | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.44% | -0.65% | +77.23% | |
| 21 | ALL | Allstate CORP | Stock-Financials | 1.37% | -0.38% | -5.31% | |
| 22 | WFC | Wells Fargo & Co | Stock-Financials | 1.37% | — | +87.80% | |
| 23 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.36% | -0.39% | +91.54% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.29% | +2.47% | -13.99% | |
| 25 | COF | Capital One Financial CORP | Stock-Financials | 1.29% | — | +91.53% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.06% | -0.59% | -13.85% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | +2.00% | -14.19% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.77% | -1.40% | EXIT | |
| 29 | PH | Parker Hannifin CORP | Stock-Industrials | 0.68% | -0.17% | +9.07% | |
| 30 | GD | General Dynamics CORP | Stock-Industrials | 0.68% | -0.66% | EXIT | |
| 31 | DOV | Dover CORP | Stock-Industrials | 0.67% | -0.62% | EXIT | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.36% | +60.23% | |
| 33 | PSX | Phillips 66 | Stock-Energy | 0.51% | -0.18% | EXIT | |
| 34 | CNQ | Canadian Natural Resources | Stock-Energy | 0.45% | -0.06% | +7.88% | |
| 35 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.45% | -0.29% | +32.46% | |
| 36 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.44% | -0.27% | — | |
| 37 | EXE | Expand Energy CORP | Stock-Energy | 0.40% | — | — | |
| 38 | FNV | Franco-nevada CORP | Stock-Materials | 0.37% | -0.34% | EXIT | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.34% | — | — | |
| 40 | AEP | American Electric Power | Stock-Utilities | 0.34% | — | — | |
| 41 | FSV | Firstservice CORP | Stock-Other | 0.32% | -0.31% | EXIT | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.26% | +5.57% | — | |
| 43 | MOS | Mosaic Co/the | Stock-Materials | 0.24% | — | +33.33% | |
| 44 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.23% | — | — | |
| 45 | APH | Amphenol Corp-cl A | Stock-Tech | 0.23% | +0.01% | +33.66% | |
| 46 | ANET | Arista Networks Inc | Stock-Tech | 0.23% | +0.01% | -7.40% | |
| 47 | KR | Kroger Co | Stock-Consumer Staples | 0.17% | -0.11% | +1.30% | |
| 48 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.15% | -0.10% | +3.68% | |
| 49 | DG | Dollar General CORP | Stock-Consumer Staples | 0.15% | -0.11% | +4.51% | |
| 50 | AMT | American Tower CORP | Stock-Real Estate | 0.15% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.3% | +3.40% | Add |
| 2 | MSFT | Microsoft CORP | +1.3% | +4.81% | Add |
| 3 | META | Meta Platforms Inc-class A | +1.2% | +10.64% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +1% | -13.99% | Add |
| 5 | PANW | Palo Alto Networks Inc | +0.7% | +55.43% | Add |
| 6 | AVGO | Broadcom Inc | +0.7% | +29.38% | Trim |
| 7 | NFLX | Netflix Inc | +0.6% | +33.31% | Add |
| 8 | LLY | Eli Lilly & Co | +0.6% | +44.68% | Add |
| 9 | TD | Toronto-dominion Bank | +0.6% | +31.11% | Add |
| 10 | AAPL | Apple Inc | +0.5% | +21.85% | Add |
| 11 | TDG | Transdigm Group Inc | +0.4% | +67.96% | Add |
| 12 | AMZN | Amazon.com Inc | +0.3% | +23.26% | Add |
| 13 | MRSH | Marsh & Mclennan Cos | +0.2% | +111.49% | Add |
| 14 | CPRT | Copart Inc | +0.2% | +57.36% | Add |
| 15 | MSCI | Msci Inc | +0.2% | +96.58% | Add |
| 16 | FSV | Firstservice CORP | +0.1% | +19.29% | Add |
| 17 | ANET | Arista Networks Inc | +0.1% | -7.40% | Add |
| 18 | CNQ | Canadian Natural Resources | +0.1% | +7.88% | Add |
| 19 | CP | Canadian Pacific Kansas City | +0.1% | +32.46% | Add |
| 20 | CNI | Canadian Natl Railway Co | +0.1% | — | Add |
| 21 | FNV | Franco-nevada CORP | 0% | -25.68% | Add |
| 22 | ABBV | Abbvie Inc | -0.1% | — | Trim |
| 23 | EQIX | Equinix Inc | -0.2% | -48.02% | Trim |
| 24 | PLD | Prologis Inc | -0.2% | +8.70% | Trim |
| 25 | SBAC | Sba Communications CORP | -0.2% | +41.45% | Trim |
| 26 | V | Visa Inc-class A Shares | -0.2% | — | Trim |
| 27 | TSLA | Tesla Inc | -0.2% | -9.51% | Trim |
| 28 | PLTR | Palantir Technologies Inc-a | -0.2% | — | Trim |
| 29 | PSX | Phillips 66 | -0.2% | — | Add |
| 30 | COST | Costco Wholesale CORP | -0.2% | -13.85% | Add |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -7.70% | Trim |
| 32 | CHD | Church & Dwight Co Inc | -0.5% | +3.68% | Trim |
| 33 | KR | Kroger Co | -0.5% | +1.30% | Trim |
| 34 | WMT | Walmart Inc | -0.7% | +60.23% | Trim |
| 35 | DOV | Dover CORP | -0.9% | +26.02% | Trim |
| 36 | PH | Parker Hannifin CORP | -0.9% | +9.07% | Trim |
| 37 | ALL | Allstate CORP | -1% | -5.31% | Trim |
| 38 | WFC | Wells Fargo & Co | -1.1% | +87.80% | Trim |
| 39 | JPM | Jpmorgan Chase & Co | -1.2% | +77.23% | Trim |
| 40 | T | At&t Inc | -1.4% | +52.81% | Add |
| 41 | TMUS | T-mobile US Inc | -1.4% | +51.14% | Add |
| 42 | SHW | Sherwin-williams Co/the | -1.7% | -62.59% | Trim |
| 43 | HUM | Humana Inc | -1.9% | +25.14% | Trim |
| 44 | ABT | Abbott Laboratories | -2% | +32.05% | Trim |
| 45 | LRCX | Lam Research CORP | — | NEW | New buy |
| 46 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 47 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
| 48 | UBS | UBS Group AG | — | EXIT | Sold out |
| 49 | HIG | Hartford Insurance Group Inc | — | NEW | New buy |
| 50 | COF | Capital One Financial CORP | — | 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 71 disclosed positions in Q3 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, LRCX) accounted for 48.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
LRCX
市值: $22.7M
Top Position Liquidated / Trimmed
CMG
前期市值: $9.7M
During Q3 2025, Sustainable Insight Capital Management, LLC's top holdings by market value included AAPL (8.2%)、AVGO (7.2%)、LRCX (7.1%). The largest single position, AAPL, represented 8.2% of total portfolio value.
In Q3 2025, Sustainable Insight Capital Management, LLC made 93 total portfolio adjustments, initiating 27 new buys, adding to 24 positions, trimming 20 holdings, and fully liquidating 22 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.