Sustainable Insight Capital Management, LLC 13F Filing History & Holdings

CIK: 0001580677

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$297.7M

Reporting period: 2026-03-31 · Number of holdings: 86

Sustainable Insight Capital Management, LLC disclosed 86 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $297.7M and a quarterly turnover rate of 42.6%.

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Personality snowflake

Concentration: 15.69
Portfolio Stability: 42.63
Momentum/Contrarian: 100
Sector conviction: 67.63
Diversification: 100
Sizing Uniformity: 84.51

Sustainable Insight Capital Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.039 — mathematically equivalent to about 25 equally-sized positions, well below its 86 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 1.55), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Trim PANW
-41.8%　-$10.7M
Trim PLTR
-28.4%　-$8.9M
Trim TMUS
-63.8%　-$8.8M
Add AMZN
+101.4%　$7.0M
Add AAPL
+35.9%　$6.9M
Trim BKNG
-25.1%　-$3.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	10.91%	+2.36%	+35.89%
2	AVGO	Broadcom INC	Stock-Tech	6.96%	-0.46%	+4.30%
3	NVDA	Nvidia CORP	Stock-Tech	6.39%	+0.59%	+17.07%
4	AMZN	Amazon.com INC	Stock-Consumer Disc	5.21%	+2.36%	+101.42%
5	LLY	Eli Lilly & Co	Stock-Healthcare	5.18%	—	+18.33%
6	PLTR	Palantir Technologies Inc-a	Stock-Tech	4.29%	-2.94%	-28.40%
7	MSFT	Microsoft CORP	Stock-Tech	4.21%	-0.53%	+15.54%
8	TSLA	Tesla INC	Stock-Consumer Disc	3.82%	+1.07%	+66.80%
9	PANW	Palo Alto Networks INC	Stock-Tech	3.69%	-3.54%	-41.82%
10	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	3.50%	+1.01%	+52.07%
11	GOOG	Alphabet Inc-cl C	Stock-Comm Services	2.79%	+0.78%	+51.04%
12	MSCI	Msci INC	Stock-Financials	2.00%	-0.62%	-19.27%
13	MRSH	Marsh & Mclennan Cos	Stock-Financials	1.97%	-0.69%	-21.18%
14	HUM	Humana INC	Stock-Healthcare	1.79%	-0.33%	+24.40%
15	TMUS	T-mobile US INC	Stock-Comm Services	1.78%	-2.93%	-63.76%
16	JPM	Jpmorgan Chase & Co	Stock-Financials	1.65%	+0.31%	+33.29%
17	ADP	Automatic Data Processing	Stock-Tech	1.56%	—	+39.83%
18	BKNG	Booking Holdings INC	Stock-Consumer Disc	1.56%	-1.07%	-25.12%
19	TDG	Transdigm Group INC	Stock-Industrials	1.50%	—	+20.67%
20	CPRT	Copart INC	Stock-Industrials	1.48%	—	+24.55%
21	STLD	Steel Dynamics INC	Stock-Materials	1.40%	+0.70%	+86.84%
22	NFLX	Netflix INC	Stock-Comm Services	1.40%	+0.21%	+13.55%
23	COST	Costco Wholesale CORP	Stock-Consumer Staples	1.39%	+0.47%	+30.06%
24	RACE	Ferrari N.V.	Stock-Consumer Disc	1.17%	+1.17%	NEW
25	TD	Toronto-dominion Bank	Stock-Financials	1.04%	—	+12.04%
26	WMT	Walmart INC	Stock-Consumer Staples	0.96%	+0.48%	+77.57%
27	ALL	Allstate CORP	Stock-Financials	0.85%	-0.41%	-32.63%
28	HIG	Hartford Insurance Group INC	Stock-Financials	0.85%	-0.41%	-32.11%
29	ACGL	Arch Capital Group Ltd.	Stock-Financials	0.84%	+0.84%	NEW
30	WTW	Willis Towers Watson Public Limited Company	Stock-Financials	0.83%	+0.83%	NEW
31	GL	Globe Life INC	Stock-Financials	0.83%	+0.83%	NEW
32	PH	Parker Hannifin CORP	Stock-Industrials	0.72%	+0.18%	+30.35%
33	WYNN	Wynn Resorts LTD	Stock-Consumer Disc	0.69%	-0.49%	-31.06%
34	JNJ	Johnson & Johnson	Stock-Healthcare	0.68%	+0.68%	NEW
35	CSX	Csx CORP	Stock-Industrials	0.67%	—	+8.98%
36	GD	General Dynamics CORP	Stock-Industrials	0.66%	—	+21.03%
37	DOV	Dover CORP	Stock-Industrials	0.62%	—	+8.63%
38	CHRW	C.h. Robinson Worldwide INC	Stock-Industrials	0.60%	—	+9.06%
39	LRCX	Lam Research CORP	Stock-Tech	0.46%	—	+10.23%
40	MNST	Monster Beverage CORP	Stock-Consumer Staples	0.45%	—	+52.54%
41	CP	Canadian Pacific Kansas City	Stock-Industrials	0.45%	—	+25.78%
42	LYV	Live Nation Entertainment In	Stock-Comm Services	0.45%	+0.45%	NEW
43	CNI	Canadian Natl Railway Co	Stock-Industrials	0.43%	—	+25.40%
44	AMD	Advanced Micro Devices	Stock-Tech	0.42%	—	+24.50%
45	TKO	Tko Group Holdings INC	Stock-Comm Services	0.41%	—	-14.08%
46	SHOP	Shopify INC - Class A	Stock-Tech	0.41%	+0.41%	NEW
47	PLD	Prologis INC	Stock-Real Estate	0.36%	+0.28%	+350.39%
48	ABBV	Abbvie INC	Stock-Healthcare	0.36%	—	+39.86%
49	HSY	Hershey Co/the	Stock-Consumer Staples	0.34%	+0.34%	NEW
50	FNV	Franco-nevada CORP	Stock-Materials	0.34%	—	+6.76%

1–50 of 86

Portfolio Performance

Performance for Q3 2026

+3.5%

Performance Last 4 Quarters

+23.9%

Based on 76% of reported portfolio value with available pricing

Stdev: +12.7%
Beta: +0.86
Alpha: +5.4%
Max Drawdown: -5.9%
Annualized Perf: +22.5%
Batting Avg vs S&P: +50%
Sortino: +3.76
Stutzer: +0.5
Treynor: +0.25
Sterling: +1.49
Calmar: +3.83
Information Ratio: +0.44
Tracking Error: +6.3%
Stdev Down: +5.7%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +36.5%
Worst 12 Months: +14.9%
Efficiency Ratio: +0.73
Sharpe: +1.67
Stdev Sectors: +11.2%
Skewness: +0.11
Kurtosis: -0.21
Upside Potential: +5.28

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	86	$297.7M	43	1AAPL 2AVGO 3NVDA Top holdings2026-03-31 1.AAPL 2.AVGO 3.NVDA 4.AMZN 5.LLY 6.PLTR 7.MSFT 8.TSLA 9.PANW 10.GOOGL
2025-12-31	77	$299.6M	54	1AAPL 2AVGO 3PANW Top holdings2025-12-31 1.AAPL 2.AVGO 3.PANW 4.PLTR 5.NVDA 6.LLY 7.MSFT 8.TMUS 9.AMZN 10.TSLA
2025-09-30	71	$318.2M	77	1AAPL 2AVGO 3LRCX Top holdings2025-09-30 1.AAPL 2.AVGO 3.LRCX 4.PANW 5.NVDA 6.AMZN 7.ORLY 8.MSFT 9.LLY 10.T
2025-06-30	61	$220.9M	0	1AAPL 2NVDA 3MSFT Top holdings2025-06-30 1.AAPL 2.NVDA 3.MSFT 4.AMZN 5.AVGO 6.PANW 7.DRI 8.LLY 9.T 10.TMUS
2025-03-31	66	$200.9M	100	1AAPL 2AVGO 3PANW Top holdings2025-03-31 1.AAPL 2.AVGO 3.PANW 4.AMZN 5.CMG 6.T 7.TMUS 8.MSFT 9.LLY 10.NVDA
2024-12-31	73	$228.5M	0	1AAPL 2AVGO 3PANW Top holdings2024-12-31 1.AAPL 2.AVGO 3.PANW 4.AMZN 5.CMG 6.T 7.TMUS 8.NVDA 9.MSFT 10.LLY
2024-09-30	72	$220.6M	0	1AAPL 2AVGO 3PANW Top holdings2024-09-30 1.AAPL 2.AVGO 3.PANW 4.LRCXEUR 5.LLY 6.HUM 7.T 8.TMUS 9.AMZN 10.SHW
2024-06-30	74	$199.6M	0	1AAPL 2AVGO 3LRCXEUR Top holdings2024-06-30 1.AAPL 2.AVGO 3.LRCXEUR 4.PANW 5.TMUS 6.HUM 7.LLY 8.MSFT 9.AMZN 10.NVDA
2024-03-31	67	$138.6M	0	1AAPL 2AVGO 3TMUS Top holdings2024-03-31 1.AAPL 2.AVGO 3.TMUS 4.LRCXEUR 5.LLY 6.COO 7.ABT 8.MSFT 9.SHW 10.AMZN
2023-12-31	57	$122.8M	0	1AVGO 2AMD 3MCHP Top holdings2023-12-31 1.AVGO 2.AMD 3.MCHP 4.KDP 5.LLY 6.HUM 7.MSFT 8.T 9.TMUS 10.ECL
2023-09-30	53	$102.0M	0	1AVGO 2LLY 3AMD Top holdings2023-09-30 1.AVGO 2.LLY 3.AMD 4.TMUS 5.LRCXEUR 6.MCHP 7.KDP 8.ABT 9.HUM 10.MSFT
2023-06-30	51	$107.8M	0	1AVGO 2AMD 3MCHP Top holdings2023-06-30 1.AVGO 2.AMD 3.MCHP 4.MSFT 5.TMUS 6.LRCXEUR 7.DE 8.LLY 9.WM 10.HUM
2023-03-31	89	$99.5M	0	1TMUS 2AVGO 3AMD Top holdings2023-03-31 1.TMUS 2.AVGO 3.AMD 4.LRCXEUR 5.MCHP 6.AAPL 7.MSFT 8.LLY 9.ABT 10.MTD
2022-12-31	98	$88.7M	0	1LLY 2HUM 3AMD Top holdings2022-12-31 1.LLY 2.HUM 3.AMD 4.MCHP 5.TMUS 6.ALB 7.MSFT 8.AAPL 9.SPGI 10.TFC
2022-09-30	97	$85.6M	0	1TMUS 2AMD 3MCHP Top holdings2022-09-30 1.TMUS 2.AMD 3.MCHP 4.LLY 5.DHR 6.ABT 7.HUM 8.MSFT 9.AAPL 10.TSLA
2022-06-30	119	$100.4M	0	1AMD 2MCHP 3CNC Top holdings2022-06-30 1.AMD 2.MCHP 3.CNC 4.HUM 5.ABT 6.AAPL 7.MSFT 8.LLY 9.TSLA 10.DE
2022-03-31	121	$140.6M	0	1AVGO 2TMUS 3ABT Top holdings2022-03-31 1.AVGO 2.TMUS 3.ABT 4.HUM 5.MCHP 6.AMD 7.EL 8.CMG 9.ORLY 10.SPGI
2021-12-31	125	$186.2M	0	1LLY 2AMD 3NTAP Top holdings2021-12-31 1.LLY 2.AMD 3.NTAP 4.MCHP 5.HUM 6.TSLA 7.CMG 8.EL 9.NXPI 10.NFLX
2021-09-30	112	$155.8M	0	1ABT 2CHTR 3HUM Top holdings2021-09-30 1.ABT 2.CHTR 3.HUM 4.EL 5.AMD 6.AVGO 7.LRCXEUR 8.NTAP 9.MCHP 10.TSLA
2021-06-30	122	$168.8M	100	1LLY 2HUM 3CHTR Top holdings2021-06-30 1.LLY 2.HUM 3.CHTR 4.TMUS 5.AVGO 6.LRCXEUR 7.NTAP 8.MCHP 9.NXPI 10.SPGI
2021-03-31	112	$150.4M	63	1LRCXEUR 2AMD 3MCHP Top holdings2021-03-31 1.LRCXEUR 2.AMD 3.MCHP 4.ABT 5.LLY 6.EL 7.CHTR 8.DISCAUSD 9.TSLA 10.MSFT
2020-12-31	111	$146.7M	100	1AVGO 2EL 3AMD Top holdings2020-12-31 1.AVGO 2.EL 3.AMD 4.CMG 5.MCHP 6.DRI 7.LRCXEUR 8.CHTR 9.TMUS 10.ABT
2020-03-31	63	$71.6M	76	1AAPL 2HUM 3AVGO Top holdings2020-03-31 1.AAPL 2.HUM 3.AVGO 4.ABT 5.LLY 6.MCHP 7.AMD 8.TMUS 9.DISCAUSD 10.CHTR
2019-12-31	60	$97.0M	42	1DRI 2HD 3C Top holdings2019-12-31 1.DRI 2.HD 3.C 4.AVGO 5.SPG 6.BDX 7.ABT 8.BLKCHF 9.AMD 10.PLD
2019-09-30	51	$87.4M	55	1HD 2ABT 3BDX Top holdings2019-09-30 1.HD 2.ABT 3.BDX 4.CMG 5.AVGO 6.ORLY 7.AMD 8.BLKCHF 9.CPRT 10.MCHP
2019-06-30	53	$85.9M	100	1CRM 2STZ 3DE Top holdings2019-06-30 1.CRM 2.STZ 3.DE 4.ABT 5.DISCAUSD 6.BALL 7.AVGO 8.SPG 9.CPRT 10.BBTUSD
2019-03-31	80	$77.7M	100	1JPM 2CRM 3HD Top holdings2019-03-31 1.JPM 2.CRM 3.HD 4.PLD 5.ABT 6.WCGEUR 7.AVGO 8.DE 9.SBAC 10.EL
2018-12-31	64	$76.9M	100	1PLD 2CRM 3NKE Top holdings2018-12-31 1.PLD 2.CRM 3.NKE 4.DE 5.AAPL 6.V 7.MDLZ 8.CVS 9.RIO 10.RCI
2018-09-30	68	$153.2M	90	1ROP 2PLD 3AMZN Top holdings2018-09-30 1.ROP 2.PLD 3.AMZN 4.ORCL 5.DE 6.INTC 7.CRM 8.AXP 9.BKNG 10.AAPL
2018-06-30	75	$262.6M	49	1CRM 2ORCL 3PLD Top holdings2018-06-30 1.CRM 2.ORCL 3.PLD 4.PH 5.DE 6.PGR 7.CCL1EUR 8.RCI 9.SWK 10.BKNG
2018-03-31	73	$252.0M	69	1ORCL 2MET 3DE Top holdings2018-03-31 1.ORCL 2.MET 3.DE 4.CRM 5.CCL1EUR 6.SWK 7.BKNG 8.PH 9.CMS 10.COP
2017-12-31	59	$264.2M	58	1NKE 2ORCL 3MET Top holdings2017-12-31 1.NKE 2.ORCL 3.MET 4.DE 5.AVGO 6.PLD 7.FIS 8.CMS 9.CCL1EUR 10.PH
2017-09-30	42	$221.6M	80	1PLD 2AON 3MET Top holdings2017-09-30 1.PLD 2.AON 3.MET 4.FIS 5.AVGO 6.DE 7.CCL1EUR 8.NKE 9.ORCL 10.PH
2017-06-30	42	$213.3M	82	1PLD 2AON 3CHTR Top holdings2017-06-30 1.PLD 2.AON 3.CHTR 4.DE 5.G0177J 6.CCL1EUR 7.FIS 8.MO 9.DUK 10.STZ
2017-03-31	55	$202.0M	60	1V 2MO 3REYN Top holdings2017-03-31 1.V 2.MO 3.REYN 4.AON 5.G0177J 6.PLD 7.MET 8.DHR 9.TD 10.FIS
2016-12-31	45	$193.5M	—	1MO 2REYN 3V Top holdings2016-12-31 1.MO 2.REYN 3.V 4.DHR 5.PLD 6.G0177J 7.AON 8.FIS 9.CRM 10.BAC

Holding changes this quarter

Sustainable Insight Capital Management, LLC's most significant position changes for 2026-03-31: Sold out: Abbott Laboratories (ABT); Sold out: Wells Fargo & Co (WFC); Sold out: Capital One Financial CORP (COF); New buy: Ferrari N.V. (RACE); New buy: Arch Capital Group Ltd. (ACGL).

Position changes disclosed by Sustainable Insight Capital Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AMZN	Amazon.com INC	+2.4%	+101.42%	Add
2	AAPL	Apple INC	+2.4%	+35.89%	Add
3	TSLA	Tesla INC	+1.1%	+66.80%	Add
4	GOOGL	Alphabet Inc-cl A	+1%	+52.07%	Add
5	GOOG	Alphabet Inc-cl C	+0.8%	+51.04%	Add
6	STLD	Steel Dynamics INC	+0.7%	+86.84%	Add
7	NVDA	Nvidia CORP	+0.6%	+17.07%	Add
8	WMT	Walmart INC	+0.5%	+77.57%	Add
9	COST	Costco Wholesale CORP	+0.5%	+30.06%	Add
10	JPM	Jpmorgan Chase & Co	+0.3%	+33.29%	Add
11	PLD	Prologis INC	+0.3%	+350.39%	Add
12	EQIX	Equinix INC	+0.3%	+250.00%	Add
13	NFLX	Netflix INC	+0.2%	+13.55%	Add
14	MU	Micron Technology INC	+0.2%	+165.80%	Add
15	CCI	Crown Castle INC	+0.2%	+306.47%	Add
16	PH	Parker Hannifin CORP	+0.2%	+30.35%	Add
17	SBAC	Sba Communications CORP	+0.2%	+300.47%	Add
18	EQR	Equity Residential	+0.2%	+273.44%	Add
19	KR	Kroger Co	+0.2%	+109.24%	Add
20	HUM	Humana INC	-0.3%	+24.40%	Add
21	PSX	Phillips 66	-0.4%	-76.47%	Trim
22	HIG	Hartford Insurance Group INC	-0.4%	-32.11%	Trim
23	ALL	Allstate CORP	-0.4%	-32.63%	Trim
24	AVGO	Broadcom INC	-0.5%	+4.30%	Add
25	WYNN	Wynn Resorts LTD	-0.5%	-31.06%	Trim
26	MSFT	Microsoft CORP	-0.5%	+15.54%	Add
27	MSCI	Msci INC	-0.6%	-19.27%	Trim
28	MRSH	Marsh & Mclennan Cos	-0.7%	-21.18%	Trim
29	BKNG	Booking Holdings INC	-1.1%	-25.12%	Trim
30	TMUS	T-mobile US INC	-2.9%	-63.76%	Trim
31	PLTR	Palantir Technologies Inc-a	-2.9%	-28.40%	Trim
32	PANW	Palo Alto Networks INC	-3.5%	-41.82%	Trim
33	ABT	Abbott Laboratories	—	EXIT	Sold out
34	WFC	Wells Fargo & Co	—	EXIT	Sold out
35	COF	Capital One Financial CORP	—	EXIT	Sold out
36	RACE	Ferrari N.V.	—	NEW	New buy
37	ACGL	Arch Capital Group Ltd.	—	NEW	New buy
38	WTW	Willis Towers Watson Public Limited Company	—	NEW	New buy
39	GL	Globe Life INC	—	NEW	New buy
40	AEP	American Electric Power	—	EXIT	Sold out
41	JNJ	Johnson & Johnson	—	NEW	New buy
42	LYV	Live Nation Entertainment In	—	NEW	New buy
43	EXE	Expand Energy CORP	—	EXIT	Sold out
44	SHOP	Shopify INC - Class A	—	NEW	New buy
45	HSY	Hershey Co/the	—	NEW	New buy
46	KLAC	Kla CORP	—	NEW	New buy
47	CHD	Church & Dwight Co INC	—	NEW	New buy
48	MAA	Mid-america Apartment Comm	—	NEW	New buy
49	CSCO	Cisco Systems INC	—	NEW	New buy
50	MRK	Merck & Co. INC.	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-14	13F-HR	View on EDGAR
2025-12-31	2026-02-12	13F-HR	View on EDGAR
2025-09-30	2025-11-14	13F-HR	View on EDGAR
2025-06-30	2025-08-06	13F-HR	View on EDGAR
2025-03-31	2025-05-13	13F-HR	View on EDGAR
2024-12-31	2025-01-21	13F-HR	View on EDGAR
2024-09-30	2024-11-01	13F-HR	View on EDGAR
2024-06-30	2024-08-05	13F-HR	View on EDGAR
2024-03-31	2024-05-07	13F-HR	View on EDGAR
2023-12-31	2024-02-14	13F-HR	View on EDGAR
2023-09-30	2023-10-24	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-09	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-04	13F-HR	View on EDGAR
2022-06-30	2022-08-08	13F-HR	View on EDGAR
2022-03-31	2022-05-12	13F-HR	View on EDGAR
2021-12-31	2022-02-02	13F-HR	View on EDGAR
2021-09-30	2021-10-26	13F-HR	View on EDGAR
2021-06-30	2021-08-10	13F-HR	View on EDGAR
2021-03-31	2021-05-10	13F-HR	View on EDGAR
2020-12-31	2021-02-12	13F-HR	View on EDGAR
2020-03-31	2020-05-08	13F-HR	View on EDGAR
2019-12-31	2020-02-07	13F-HR	View on EDGAR
2019-09-30	2019-11-08	13F-HR	View on EDGAR
2019-06-30	2019-08-06	13F-HR	View on EDGAR
2019-03-31	2019-05-08	13F-HR	View on EDGAR
2018-12-31	2019-02-14	13F-HR	View on EDGAR
2018-09-30	2018-11-09	13F-HR	View on EDGAR
2018-06-30	2018-08-13	13F-HR	View on EDGAR
2018-03-31	2018-05-15	13F-HR	View on EDGAR
2017-12-31	2018-02-14	13F-HR	View on EDGAR
2017-09-30	2017-11-14	13F-HR	View on EDGAR
2017-06-30	2017-08-14	13F-HR	View on EDGAR
2017-03-31	2017-05-15	13F-HR	View on EDGAR
2016-12-31	2017-02-15	Amendment	View on EDGAR
2016-12-31	2017-02-14	13F-HR	View on EDGAR

FAQ

What is Sustainable Insight Capital Management, LLC and what type of investor is it?

Sustainable Insight Capital Management, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $297.7M, spread across 86 disclosed positions.

What are Sustainable Insight Capital Management, LLC's largest equity positions?

Based on the latest 13F filing, Sustainable Insight Capital Management, LLC's top holdings by market value are: 1. Apple INC (AAPL) — $32.5M (10.9%) 2. Broadcom INC (AVGO) — $20.7M (7.0%) 3. Nvidia CORP (NVDA) — $19.0M (6.4%) 4. Amazon.com INC (AMZN) — $15.5M (5.2%) 5. Eli Lilly & Co (LLY) — $15.4M (5.2%)

What changes did Sustainable Insight Capital Management, LLC make in its most recent portfolio filing?

In the latest reported quarter, Sustainable Insight Capital Management, LLC made 50 notable position adjustments: 13 new positions were initiated, 22 existing holdings were added to, 10 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: Abbott Laboratories (ABT); Sold out: Wells Fargo & Co (WFC); Sold out: Capital One Financial CORP (COF); New buy: Ferrari N.V. (RACE); New buy: Arch Capital Group Ltd. (ACGL)

What sectors does Sustainable Insight Capital Management, LLC focus on?

Sustainable Insight Capital Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 41.3% • Consumer Discretionary: 12.6% • Financials: 11.3% • Communication Services: 10.5% • Health Care: 9.1% • Industrials: 7.2%

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AUM within 0.0% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

Jennison Associates LLC

CIK 0000053417

Total reported value

$145.4B

780 stks

2026-03-31

Concentration11.6

Portfolio Stability28.8

Sector conviction67.3

4 of the top 5 holdings overlap, including Nvidia CORP

View detail

Price T Rowe Associates INC /md/

CIK 0000080255

Total reported value

$864.9B

4,549 stks

2026-03-31

Concentration7.0

Portfolio Stability23.6

Sector conviction52.8

4 of the top 5 holdings overlap, including Nvidia CORP

View detail

Vanguard Group INC

CIK 0000102909

Total reported value

$6.9T

17,686 stks

2025-12-31

Stale — no recent filing

Concentration5.7

Portfolio Stability10.4

Sector conviction68.9

4 of the top 5 holdings overlap, including Nvidia CORP

View detail

Sustainable Insight Capital Management, LLC 13F Filing History & Holdings

CIK: 0001580677

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$297.7M

Reporting period: 2026-03-31 · Number of holdings: 86

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "S"

Personality snowflake

Concentration: 15.69
Portfolio Stability: 42.63
Momentum/Contrarian: 100
Sector conviction: 67.63
Diversification: 100
Sizing Uniformity: 84.51

Position sizes vary widely across the portfolio (a coefficient of variation of 1.55), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Trim PANW
-41.8%　-$10.7M
Trim PLTR
-28.4%　-$8.9M
Trim TMUS
-63.8%　-$8.8M
Add AMZN
+101.4%　$7.0M
Add AAPL
+35.9%　$6.9M
Trim BKNG
-25.1%　-$3.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	10.91%	+2.36%	+35.89%
2	AVGO	Broadcom INC	Stock-Tech	6.96%	-0.46%	+4.30%
3	NVDA	Nvidia CORP	Stock-Tech	6.39%	+0.59%	+17.07%
4	AMZN	Amazon.com INC	Stock-Consumer Disc	5.21%	+2.36%	+101.42%
5	LLY	Eli Lilly & Co	Stock-Healthcare	5.18%	—	+18.33%
6	PLTR	Palantir Technologies Inc-a	Stock-Tech	4.29%	-2.94%	-28.40%
7	MSFT	Microsoft CORP	Stock-Tech	4.21%	-0.53%	+15.54%
8	TSLA	Tesla INC	Stock-Consumer Disc	3.82%	+1.07%	+66.80%
9	PANW	Palo Alto Networks INC	Stock-Tech	3.69%	-3.54%	-41.82%
10	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	3.50%	+1.01%	+52.07%
11	GOOG	Alphabet Inc-cl C	Stock-Comm Services	2.79%	+0.78%	+51.04%
12	MSCI	Msci INC	Stock-Financials	2.00%	-0.62%	-19.27%
13	MRSH	Marsh & Mclennan Cos	Stock-Financials	1.97%	-0.69%	-21.18%
14	HUM	Humana INC	Stock-Healthcare	1.79%	-0.33%	+24.40%
15	TMUS	T-mobile US INC	Stock-Comm Services	1.78%	-2.93%	-63.76%
16	JPM	Jpmorgan Chase & Co	Stock-Financials	1.65%	+0.31%	+33.29%
17	ADP	Automatic Data Processing	Stock-Tech	1.56%	—	+39.83%
18	BKNG	Booking Holdings INC	Stock-Consumer Disc	1.56%	-1.07%	-25.12%
19	TDG	Transdigm Group INC	Stock-Industrials	1.50%	—	+20.67%
20	CPRT	Copart INC	Stock-Industrials	1.48%	—	+24.55%
21	STLD	Steel Dynamics INC	Stock-Materials	1.40%	+0.70%	+86.84%
22	NFLX	Netflix INC	Stock-Comm Services	1.40%	+0.21%	+13.55%
23	COST	Costco Wholesale CORP	Stock-Consumer Staples	1.39%	+0.47%	+30.06%
24	RACE	Ferrari N.V.	Stock-Consumer Disc	1.17%	+1.17%	NEW
25	TD	Toronto-dominion Bank	Stock-Financials	1.04%	—	+12.04%
26	WMT	Walmart INC	Stock-Consumer Staples	0.96%	+0.48%	+77.57%
27	ALL	Allstate CORP	Stock-Financials	0.85%	-0.41%	-32.63%
28	HIG	Hartford Insurance Group INC	Stock-Financials	0.85%	-0.41%	-32.11%
29	ACGL	Arch Capital Group Ltd.	Stock-Financials	0.84%	+0.84%	NEW
30	WTW	Willis Towers Watson Public Limited Company	Stock-Financials	0.83%	+0.83%	NEW
31	GL	Globe Life INC	Stock-Financials	0.83%	+0.83%	NEW
32	PH	Parker Hannifin CORP	Stock-Industrials	0.72%	+0.18%	+30.35%
33	WYNN	Wynn Resorts LTD	Stock-Consumer Disc	0.69%	-0.49%	-31.06%
34	JNJ	Johnson & Johnson	Stock-Healthcare	0.68%	+0.68%	NEW
35	CSX	Csx CORP	Stock-Industrials	0.67%	—	+8.98%
36	GD	General Dynamics CORP	Stock-Industrials	0.66%	—	+21.03%
37	DOV	Dover CORP	Stock-Industrials	0.62%	—	+8.63%
38	CHRW	C.h. Robinson Worldwide INC	Stock-Industrials	0.60%	—	+9.06%
39	LRCX	Lam Research CORP	Stock-Tech	0.46%	—	+10.23%
40	MNST	Monster Beverage CORP	Stock-Consumer Staples	0.45%	—	+52.54%
41	CP	Canadian Pacific Kansas City	Stock-Industrials	0.45%	—	+25.78%
42	LYV	Live Nation Entertainment In	Stock-Comm Services	0.45%	+0.45%	NEW
43	CNI	Canadian Natl Railway Co	Stock-Industrials	0.43%	—	+25.40%
44	AMD	Advanced Micro Devices	Stock-Tech	0.42%	—	+24.50%
45	TKO	Tko Group Holdings INC	Stock-Comm Services	0.41%	—	-14.08%
46	SHOP	Shopify INC - Class A	Stock-Tech	0.41%	+0.41%	NEW
47	PLD	Prologis INC	Stock-Real Estate	0.36%	+0.28%	+350.39%
48	ABBV	Abbvie INC	Stock-Healthcare	0.36%	—	+39.86%
49	HSY	Hershey Co/the	Stock-Consumer Staples	0.34%	+0.34%	NEW
50	FNV	Franco-nevada CORP	Stock-Materials	0.34%	—	+6.76%

1–50 of 86

Portfolio Performance

Performance for Q3 2026

+3.5%

Performance Last 4 Quarters

+23.9%

Based on 76% of reported portfolio value with available pricing

Stdev: +12.7%
Beta: +0.86
Alpha: +5.4%
Max Drawdown: -5.9%
Annualized Perf: +22.5%
Batting Avg vs S&P: +50%
Sortino: +3.76
Stutzer: +0.5
Treynor: +0.25
Sterling: +1.49
Calmar: +3.83
Information Ratio: +0.44
Tracking Error: +6.3%
Stdev Down: +5.7%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +36.5%
Worst 12 Months: +14.9%
Efficiency Ratio: +0.73
Sharpe: +1.67
Stdev Sectors: +11.2%
Skewness: +0.11
Kurtosis: -0.21
Upside Potential: +5.28

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	86	$297.7M	43	1AAPL 2AVGO 3NVDA Top holdings2026-03-31 1.AAPL 2.AVGO 3.NVDA 4.AMZN 5.LLY 6.PLTR 7.MSFT 8.TSLA 9.PANW 10.GOOGL
2025-12-31	77	$299.6M	54	1AAPL 2AVGO 3PANW Top holdings2025-12-31 1.AAPL 2.AVGO 3.PANW 4.PLTR 5.NVDA 6.LLY 7.MSFT 8.TMUS 9.AMZN 10.TSLA
2025-09-30	71	$318.2M	77	1AAPL 2AVGO 3LRCX Top holdings2025-09-30 1.AAPL 2.AVGO 3.LRCX 4.PANW 5.NVDA 6.AMZN 7.ORLY 8.MSFT 9.LLY 10.T
2025-06-30	61	$220.9M	0	1AAPL 2NVDA 3MSFT Top holdings2025-06-30 1.AAPL 2.NVDA 3.MSFT 4.AMZN 5.AVGO 6.PANW 7.DRI 8.LLY 9.T 10.TMUS
2025-03-31	66	$200.9M	100	1AAPL 2AVGO 3PANW Top holdings2025-03-31 1.AAPL 2.AVGO 3.PANW 4.AMZN 5.CMG 6.T 7.TMUS 8.MSFT 9.LLY 10.NVDA
2024-12-31	73	$228.5M	0	1AAPL 2AVGO 3PANW Top holdings2024-12-31 1.AAPL 2.AVGO 3.PANW 4.AMZN 5.CMG 6.T 7.TMUS 8.NVDA 9.MSFT 10.LLY
2024-09-30	72	$220.6M	0	1AAPL 2AVGO 3PANW Top holdings2024-09-30 1.AAPL 2.AVGO 3.PANW 4.LRCXEUR 5.LLY 6.HUM 7.T 8.TMUS 9.AMZN 10.SHW
2024-06-30	74	$199.6M	0	1AAPL 2AVGO 3LRCXEUR Top holdings2024-06-30 1.AAPL 2.AVGO 3.LRCXEUR 4.PANW 5.TMUS 6.HUM 7.LLY 8.MSFT 9.AMZN 10.NVDA
2024-03-31	67	$138.6M	0	1AAPL 2AVGO 3TMUS Top holdings2024-03-31 1.AAPL 2.AVGO 3.TMUS 4.LRCXEUR 5.LLY 6.COO 7.ABT 8.MSFT 9.SHW 10.AMZN
2023-12-31	57	$122.8M	0	1AVGO 2AMD 3MCHP Top holdings2023-12-31 1.AVGO 2.AMD 3.MCHP 4.KDP 5.LLY 6.HUM 7.MSFT 8.T 9.TMUS 10.ECL
2023-09-30	53	$102.0M	0	1AVGO 2LLY 3AMD Top holdings2023-09-30 1.AVGO 2.LLY 3.AMD 4.TMUS 5.LRCXEUR 6.MCHP 7.KDP 8.ABT 9.HUM 10.MSFT
2023-06-30	51	$107.8M	0	1AVGO 2AMD 3MCHP Top holdings2023-06-30 1.AVGO 2.AMD 3.MCHP 4.MSFT 5.TMUS 6.LRCXEUR 7.DE 8.LLY 9.WM 10.HUM
2023-03-31	89	$99.5M	0	1TMUS 2AVGO 3AMD Top holdings2023-03-31 1.TMUS 2.AVGO 3.AMD 4.LRCXEUR 5.MCHP 6.AAPL 7.MSFT 8.LLY 9.ABT 10.MTD
2022-12-31	98	$88.7M	0	1LLY 2HUM 3AMD Top holdings2022-12-31 1.LLY 2.HUM 3.AMD 4.MCHP 5.TMUS 6.ALB 7.MSFT 8.AAPL 9.SPGI 10.TFC
2022-09-30	97	$85.6M	0	1TMUS 2AMD 3MCHP Top holdings2022-09-30 1.TMUS 2.AMD 3.MCHP 4.LLY 5.DHR 6.ABT 7.HUM 8.MSFT 9.AAPL 10.TSLA
2022-06-30	119	$100.4M	0	1AMD 2MCHP 3CNC Top holdings2022-06-30 1.AMD 2.MCHP 3.CNC 4.HUM 5.ABT 6.AAPL 7.MSFT 8.LLY 9.TSLA 10.DE
2022-03-31	121	$140.6M	0	1AVGO 2TMUS 3ABT Top holdings2022-03-31 1.AVGO 2.TMUS 3.ABT 4.HUM 5.MCHP 6.AMD 7.EL 8.CMG 9.ORLY 10.SPGI
2021-12-31	125	$186.2M	0	1LLY 2AMD 3NTAP Top holdings2021-12-31 1.LLY 2.AMD 3.NTAP 4.MCHP 5.HUM 6.TSLA 7.CMG 8.EL 9.NXPI 10.NFLX
2021-09-30	112	$155.8M	0	1ABT 2CHTR 3HUM Top holdings2021-09-30 1.ABT 2.CHTR 3.HUM 4.EL 5.AMD 6.AVGO 7.LRCXEUR 8.NTAP 9.MCHP 10.TSLA
2021-06-30	122	$168.8M	100	1LLY 2HUM 3CHTR Top holdings2021-06-30 1.LLY 2.HUM 3.CHTR 4.TMUS 5.AVGO 6.LRCXEUR 7.NTAP 8.MCHP 9.NXPI 10.SPGI
2021-03-31	112	$150.4M	63	1LRCXEUR 2AMD 3MCHP Top holdings2021-03-31 1.LRCXEUR 2.AMD 3.MCHP 4.ABT 5.LLY 6.EL 7.CHTR 8.DISCAUSD 9.TSLA 10.MSFT
2020-12-31	111	$146.7M	100	1AVGO 2EL 3AMD Top holdings2020-12-31 1.AVGO 2.EL 3.AMD 4.CMG 5.MCHP 6.DRI 7.LRCXEUR 8.CHTR 9.TMUS 10.ABT
2020-03-31	63	$71.6M	76	1AAPL 2HUM 3AVGO Top holdings2020-03-31 1.AAPL 2.HUM 3.AVGO 4.ABT 5.LLY 6.MCHP 7.AMD 8.TMUS 9.DISCAUSD 10.CHTR
2019-12-31	60	$97.0M	42	1DRI 2HD 3C Top holdings2019-12-31 1.DRI 2.HD 3.C 4.AVGO 5.SPG 6.BDX 7.ABT 8.BLKCHF 9.AMD 10.PLD
2019-09-30	51	$87.4M	55	1HD 2ABT 3BDX Top holdings2019-09-30 1.HD 2.ABT 3.BDX 4.CMG 5.AVGO 6.ORLY 7.AMD 8.BLKCHF 9.CPRT 10.MCHP
2019-06-30	53	$85.9M	100	1CRM 2STZ 3DE Top holdings2019-06-30 1.CRM 2.STZ 3.DE 4.ABT 5.DISCAUSD 6.BALL 7.AVGO 8.SPG 9.CPRT 10.BBTUSD
2019-03-31	80	$77.7M	100	1JPM 2CRM 3HD Top holdings2019-03-31 1.JPM 2.CRM 3.HD 4.PLD 5.ABT 6.WCGEUR 7.AVGO 8.DE 9.SBAC 10.EL
2018-12-31	64	$76.9M	100	1PLD 2CRM 3NKE Top holdings2018-12-31 1.PLD 2.CRM 3.NKE 4.DE 5.AAPL 6.V 7.MDLZ 8.CVS 9.RIO 10.RCI
2018-09-30	68	$153.2M	90	1ROP 2PLD 3AMZN Top holdings2018-09-30 1.ROP 2.PLD 3.AMZN 4.ORCL 5.DE 6.INTC 7.CRM 8.AXP 9.BKNG 10.AAPL
2018-06-30	75	$262.6M	49	1CRM 2ORCL 3PLD Top holdings2018-06-30 1.CRM 2.ORCL 3.PLD 4.PH 5.DE 6.PGR 7.CCL1EUR 8.RCI 9.SWK 10.BKNG
2018-03-31	73	$252.0M	69	1ORCL 2MET 3DE Top holdings2018-03-31 1.ORCL 2.MET 3.DE 4.CRM 5.CCL1EUR 6.SWK 7.BKNG 8.PH 9.CMS 10.COP
2017-12-31	59	$264.2M	58	1NKE 2ORCL 3MET Top holdings2017-12-31 1.NKE 2.ORCL 3.MET 4.DE 5.AVGO 6.PLD 7.FIS 8.CMS 9.CCL1EUR 10.PH
2017-09-30	42	$221.6M	80	1PLD 2AON 3MET Top holdings2017-09-30 1.PLD 2.AON 3.MET 4.FIS 5.AVGO 6.DE 7.CCL1EUR 8.NKE 9.ORCL 10.PH
2017-06-30	42	$213.3M	82	1PLD 2AON 3CHTR Top holdings2017-06-30 1.PLD 2.AON 3.CHTR 4.DE 5.G0177J 6.CCL1EUR 7.FIS 8.MO 9.DUK 10.STZ
2017-03-31	55	$202.0M	60	1V 2MO 3REYN Top holdings2017-03-31 1.V 2.MO 3.REYN 4.AON 5.G0177J 6.PLD 7.MET 8.DHR 9.TD 10.FIS
2016-12-31	45	$193.5M	—	1MO 2REYN 3V Top holdings2016-12-31 1.MO 2.REYN 3.V 4.DHR 5.PLD 6.G0177J 7.AON 8.FIS 9.CRM 10.BAC

Holding changes this quarter

Position changes disclosed by Sustainable Insight Capital Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AMZN	Amazon.com INC	+2.4%	+101.42%	Add
2	AAPL	Apple INC	+2.4%	+35.89%	Add
3	TSLA	Tesla INC	+1.1%	+66.80%	Add
4	GOOGL	Alphabet Inc-cl A	+1%	+52.07%	Add
5	GOOG	Alphabet Inc-cl C	+0.8%	+51.04%	Add
6	STLD	Steel Dynamics INC	+0.7%	+86.84%	Add
7	NVDA	Nvidia CORP	+0.6%	+17.07%	Add
8	WMT	Walmart INC	+0.5%	+77.57%	Add
9	COST	Costco Wholesale CORP	+0.5%	+30.06%	Add
10	JPM	Jpmorgan Chase & Co	+0.3%	+33.29%	Add
11	PLD	Prologis INC	+0.3%	+350.39%	Add
12	EQIX	Equinix INC	+0.3%	+250.00%	Add
13	NFLX	Netflix INC	+0.2%	+13.55%	Add
14	MU	Micron Technology INC	+0.2%	+165.80%	Add
15	CCI	Crown Castle INC	+0.2%	+306.47%	Add
16	PH	Parker Hannifin CORP	+0.2%	+30.35%	Add
17	SBAC	Sba Communications CORP	+0.2%	+300.47%	Add
18	EQR	Equity Residential	+0.2%	+273.44%	Add
19	KR	Kroger Co	+0.2%	+109.24%	Add
20	HUM	Humana INC	-0.3%	+24.40%	Add
21	PSX	Phillips 66	-0.4%	-76.47%	Trim
22	HIG	Hartford Insurance Group INC	-0.4%	-32.11%	Trim
23	ALL	Allstate CORP	-0.4%	-32.63%	Trim
24	AVGO	Broadcom INC	-0.5%	+4.30%	Add
25	WYNN	Wynn Resorts LTD	-0.5%	-31.06%	Trim
26	MSFT	Microsoft CORP	-0.5%	+15.54%	Add
27	MSCI	Msci INC	-0.6%	-19.27%	Trim
28	MRSH	Marsh & Mclennan Cos	-0.7%	-21.18%	Trim
29	BKNG	Booking Holdings INC	-1.1%	-25.12%	Trim
30	TMUS	T-mobile US INC	-2.9%	-63.76%	Trim
31	PLTR	Palantir Technologies Inc-a	-2.9%	-28.40%	Trim
32	PANW	Palo Alto Networks INC	-3.5%	-41.82%	Trim
33	ABT	Abbott Laboratories	—	EXIT	Sold out
34	WFC	Wells Fargo & Co	—	EXIT	Sold out
35	COF	Capital One Financial CORP	—	EXIT	Sold out
36	RACE	Ferrari N.V.	—	NEW	New buy
37	ACGL	Arch Capital Group Ltd.	—	NEW	New buy
38	WTW	Willis Towers Watson Public Limited Company	—	NEW	New buy
39	GL	Globe Life INC	—	NEW	New buy
40	AEP	American Electric Power	—	EXIT	Sold out
41	JNJ	Johnson & Johnson	—	NEW	New buy
42	LYV	Live Nation Entertainment In	—	NEW	New buy
43	EXE	Expand Energy CORP	—	EXIT	Sold out
44	SHOP	Shopify INC - Class A	—	NEW	New buy
45	HSY	Hershey Co/the	—	NEW	New buy
46	KLAC	Kla CORP	—	NEW	New buy
47	CHD	Church & Dwight Co INC	—	NEW	New buy
48	MAA	Mid-america Apartment Comm	—	NEW	New buy
49	CSCO	Cisco Systems INC	—	NEW	New buy
50	MRK	Merck & Co. INC.	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-14	13F-HR	View on EDGAR
2025-12-31	2026-02-12	13F-HR	View on EDGAR
2025-09-30	2025-11-14	13F-HR	View on EDGAR
2025-06-30	2025-08-06	13F-HR	View on EDGAR
2025-03-31	2025-05-13	13F-HR	View on EDGAR
2024-12-31	2025-01-21	13F-HR	View on EDGAR
2024-09-30	2024-11-01	13F-HR	View on EDGAR
2024-06-30	2024-08-05	13F-HR	View on EDGAR
2024-03-31	2024-05-07	13F-HR	View on EDGAR
2023-12-31	2024-02-14	13F-HR	View on EDGAR
2023-09-30	2023-10-24	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-09	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-04	13F-HR	View on EDGAR
2022-06-30	2022-08-08	13F-HR	View on EDGAR
2022-03-31	2022-05-12	13F-HR	View on EDGAR
2021-12-31	2022-02-02	13F-HR	View on EDGAR
2021-09-30	2021-10-26	13F-HR	View on EDGAR
2021-06-30	2021-08-10	13F-HR	View on EDGAR
2021-03-31	2021-05-10	13F-HR	View on EDGAR
2020-12-31	2021-02-12	13F-HR	View on EDGAR
2020-03-31	2020-05-08	13F-HR	View on EDGAR
2019-12-31	2020-02-07	13F-HR	View on EDGAR
2019-09-30	2019-11-08	13F-HR	View on EDGAR
2019-06-30	2019-08-06	13F-HR	View on EDGAR
2019-03-31	2019-05-08	13F-HR	View on EDGAR
2018-12-31	2019-02-14	13F-HR	View on EDGAR
2018-09-30	2018-11-09	13F-HR	View on EDGAR
2018-06-30	2018-08-13	13F-HR	View on EDGAR
2018-03-31	2018-05-15	13F-HR	View on EDGAR
2017-12-31	2018-02-14	13F-HR	View on EDGAR
2017-09-30	2017-11-14	13F-HR	View on EDGAR
2017-06-30	2017-08-14	13F-HR	View on EDGAR
2017-03-31	2017-05-15	13F-HR	View on EDGAR
2016-12-31	2017-02-15	Amendment	View on EDGAR
2016-12-31	2017-02-14	13F-HR	View on EDGAR