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CIK: 0001580677
Total reported value
$233.2M
$233.2M
77 檔
46.5%
The Q4 2025 SEC filing reveals that Sustainable Insight Capital Management, LLC held a total portfolio value of $233.2M, covering 77 public equity positions.
In Q4 2025, Sustainable Insight Capital Management, LLC adopted a defensive or profit-taking posture, trimming 41 positions and completely liquidating 12 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.55% | -0.42% | -7.65% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 7.42% | +0.87% | -7.42% | |
| 3 | PANW | Palo Alto Networks Inc | Stock-Tech | 7.23% | +0.49% | +7.99% | |
| 4 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 7.23% | -0.18% | +10597.01% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.80% | -0.18% | -10.99% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.09% | -0.23% | -23.93% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.74% | -1.89% | -12.60% | |
| 8 | TMUS | T-mobile US Inc | Stock-Comm Services | 4.71% | -0.67% | +59.44% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.85% | -2.87% | -56.16% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.75% | -0.54% | +1824.68% | |
| 11 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 2.66% | -1.47% | +4.38% | |
| 12 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.63% | -0.72% | — | |
| 13 | MSCI | Msci Inc | Stock-Financials | 2.62% | -0.27% | -4.60% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.49% | +2.47% | +40.52% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 2.15% | — | +31.43% | |
| 16 | HUM | Humana Inc | Stock-Healthcare | 2.12% | -1.79% | EXIT | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.01% | +2.00% | +51.18% | |
| 18 | TDG | Transdigm Group Inc | Stock-Industrials | 1.42% | +1.42% | -28.93% | |
| 19 | ADP | Automatic Data Processing | Stock-Tech | 1.41% | -1.56% | EXIT | |
| 20 | CPRT | Copart Inc | Stock-Industrials | 1.39% | -1.02% | -18.11% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | -0.65% | -14.27% | |
| 22 | WFC | Wells Fargo & Co | Stock-Financials | 1.27% | — | -21.20% | |
| 23 | COF | Capital One Financial CORP | Stock-Financials | 1.27% | — | -19.13% | |
| 24 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.26% | -0.39% | -15.69% | |
| 25 | ALL | Allstate CORP | Stock-Financials | 1.26% | -0.38% | -11.28% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 1.19% | -1.40% | EXIT | |
| 27 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 1.18% | -0.17% | — | |
| 28 | TD | Toronto-dominion Bank | Stock-Financials | 0.93% | +0.06% | -56.54% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.92% | -0.59% | -12.11% | |
| 30 | AEP | American Electric Power | Stock-Utilities | 0.81% | — | +120.86% | |
| 31 | STLD | Steel Dynamics Inc | Stock-Materials | 0.70% | -0.89% | — | |
| 32 | PSX | Phillips 66 | Stock-Energy | 0.55% | -0.18% | EXIT | |
| 33 | PH | Parker Hannifin CORP | Stock-Industrials | 0.54% | -0.17% | -35.78% | |
| 34 | CSX | Csx CORP | Stock-Industrials | 0.54% | -0.17% | — | |
| 35 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.53% | -0.60% | EXIT | |
| 36 | GD | General Dynamics CORP | Stock-Industrials | 0.53% | -0.66% | EXIT | |
| 37 | DOV | Dover CORP | Stock-Industrials | 0.53% | -0.62% | EXIT | |
| 38 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 0.50% | +0.63% | +610.00% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.36% | -28.74% | |
| 40 | EXE | Expand Energy CORP | Stock-Energy | 0.42% | — | -3.37% | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.35% | +5.57% | -5.77% | |
| 42 | LRCX | Lam Research CORP | Stock-Tech | 0.34% | +0.20% | -96.54% | |
| 43 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.33% | -0.29% | -29.31% | |
| 44 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.33% | -0.27% | -33.33% | |
| 45 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.31% | -0.16% | — | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.27% | -0.24% | +247.04% | |
| 47 | FNV | Franco-nevada CORP | Stock-Materials | 0.26% | -0.34% | EXIT | |
| 48 | APP | Applovin Corp-class A | Stock-Tech | 0.26% | -0.02% | — | |
| 49 | CNQ | Canadian Natural Resources | Stock-Energy | 0.26% | -0.06% | -49.23% | |
| 50 | SU | Suncor Energy Inc | Stock-Energy | 0.26% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +7.2% | +10597.01% | Add |
| 2 | TSLA | Tesla Inc | +2.6% | +1824.68% | Add |
| 3 | TMUS | T-mobile US Inc | +1.4% | +59.44% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +1.2% | +40.52% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +1% | +51.18% | Add |
| 6 | LLY | Eli Lilly & Co | +0.6% | -23.93% | Trim |
| 7 | ABT | Abbott Laboratories | +0.5% | +31.43% | Add |
| 8 | HUM | Humana Inc | +0.5% | +23.68% | Add |
| 9 | AEP | American Electric Power | +0.5% | +120.86% | Add |
| 10 | TKO | Tko Group Holdings Inc | +0.4% | +610.00% | Add |
| 11 | NFLX | Netflix Inc | +0.4% | +1762.10% | Add |
| 12 | AAPL | Apple Inc | +0.4% | -7.65% | Trim |
| 13 | PANW | Palo Alto Networks Inc | +0.3% | +7.99% | Add |
| 14 | AVGO | Broadcom Inc | +0.2% | -7.42% | Trim |
| 15 | ABBV | Abbvie Inc | +0.2% | +247.04% | Add |
| 16 | AMD | Advanced Micro Devices | +0.1% | -5.77% | Trim |
| 17 | MRSH | Marsh & Mclennan Cos | +0.1% | +4.38% | Add |
| 18 | MSCI | Msci Inc | +0.1% | -4.60% | Trim |
| 19 | HDB | Hdfc Bank Ltd-adr | 0% | +15.58% | Add |
| 20 | PSX | Phillips 66 | 0% | +6.69% | Add |
| 21 | INFY | Infosys Ltd-sp Adr | 0% | +20.99% | Add |
| 22 | IBN | Icici Bank Ltd-spon Adr | 0% | +18.61% | Add |
| 23 | AMAT | Applied Materials Inc | 0% | -11.83% | Trim |
| 24 | APH | Amphenol Corp-cl A | 0% | -6.72% | Trim |
| 25 | EXE | Expand Energy CORP | 0% | -3.37% | Trim |
| 26 | PDD | Pdd Holdings Inc | 0% | +20.51% | Add |
| 27 | MPWR | Monolithic Power Systems Inc | — | -9.02% | Trim |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -25.04% | Trim |
| 29 | SBAC | Sba Communications CORP | 0% | -21.98% | Trim |
| 30 | PLD | Prologis Inc | 0% | -28.02% | Trim |
| 31 | EQIX | Equinix Inc | 0% | -12.20% | Trim |
| 32 | COF | Capital One Financial CORP | 0% | -19.13% | Trim |
| 33 | ANET | Arista Networks Inc | 0% | -4.00% | Trim |
| 34 | CCI | Crown Castle Inc | 0% | -17.35% | Trim |
| 35 | EQR | Equity Residential | 0% | -21.29% | Trim |
| 36 | DG | Dollar General CORP | 0% | -47.46% | Trim |
| 37 | KR | Kroger Co | -0.1% | -30.77% | Trim |
| 38 | JPM | Jpmorgan Chase & Co | -0.1% | -14.27% | Trim |
| 39 | HIG | Hartford Insurance Group Inc | -0.1% | -15.69% | Trim |
| 40 | WFC | Wells Fargo & Co | -0.1% | -21.20% | Trim |
| 41 | ALL | Allstate CORP | -0.1% | -11.28% | Trim |
| 42 | WMT | Walmart Inc | -0.1% | -28.74% | Trim |
| 43 | CNI | Canadian Natl Railway Co | -0.1% | -33.33% | Trim |
| 44 | FNV | Franco-nevada CORP | -0.1% | -28.31% | Trim |
| 45 | FSV | Firstservice CORP | -0.1% | -22.77% | Trim |
| 46 | CP | Canadian Pacific Kansas City | -0.1% | -29.31% | Trim |
| 47 | COST | Costco Wholesale CORP | -0.1% | -12.11% | Trim |
| 48 | PH | Parker Hannifin CORP | -0.1% | -35.78% | Trim |
| 49 | DOV | Dover CORP | -0.1% | -36.70% | Trim |
| 50 | GD | General Dynamics CORP | -0.2% | -25.53% | Trim |
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 77 disclosed positions in Q4 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 46.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
BKNG
市值: $7.9M
Top Position Liquidated / Trimmed
ORLY
前期市值: $18.1M
During Q4 2025, Sustainable Insight Capital Management, LLC's top holdings by market value included AAPL (8.6%)、AVGO (7.4%)、PANW (7.2%). The largest single position, AAPL, represented 8.6% of total portfolio value.
In Q4 2025, Sustainable Insight Capital Management, LLC made 89 total portfolio adjustments, initiating 18 new buys, adding to 18 positions, trimming 41 holdings, and fully liquidating 12 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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