SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPRT | 133K | $4.41M |
 | AAPL | 128K | $32.48M |
 | NVDA | 109K | $19.02M |
 | PLTR | 87K | $12.76M |
 | AMZN | 74K | $15.51M |
 | PANW | 68K | $10.97M |
 | AVGO | 67K | $20.73M |
 | CSX | 49K | $1.99M |
 | NFLX | 43K | $4.16M |
 | GOOGL | 36K | $10.41M |
 | MSFT | 34K | $12.55M |
 | TD | 33K | $3.09M |
 | HUM | 31K | $5.34M |
 | TSLA | 31K | $11.36M |
 | GOOG | 29K | $8.32M |
 | ACGL | 26K | $2.49M |
 | TMUS | 25K | $5.29M |
 | STLD | 23K | $4.18M |
 | WMT | 23K | $2.84M |
 | ADP | 23K | $4.65M |
Copart, Inc.
CPRT
Shares Held
133K
Value
$4.41M
Apple Inc.
AAPL
Shares Held
128K
Value
$32.48M
NVIDIA Corporation
NVDA
Shares Held
109K
Value
$19.02M
Palantir Technologies Inc.
PLTR
Shares Held
87K
Value
$12.76M
Amazon.com, Inc.
AMZN
Shares Held
74K
Value
$15.51M
Palo Alto Networks, Inc.
PANW
Shares Held
68K
Value
$10.97M
Broadcom Inc.
AVGO
Shares Held
67K
Value
$20.73M
CSX Corporation
CSX
Shares Held
49K
Value
$1.99M
Netflix, Inc.
NFLX
Shares Held
43K
Value
$4.16M
Alphabet Inc.
GOOGL
Shares Held
36K
Value
$10.41M
Microsoft Corporation
MSFT
Shares Held
34K
Value
$12.55M
The Toronto-Dominion Bank
TD
Shares Held
33K
Value
$3.09M
Humana Inc.
HUM
Shares Held
31K
Value
$5.34M
Tesla, Inc.
TSLA
Shares Held
31K
Value
$11.36M
Alphabet Inc.
GOOG
Shares Held
29K
Value
$8.32M
Arch Capital Group Ltd.
ACGL
Shares Held
26K
Value
$2.49M
T-Mobile US, Inc.
TMUS
Shares Held
25K
Value
$5.29M
Steel Dynamics, Inc.
STLD
Shares Held
23K
Value
$4.18M
Walmart Inc.
WMT
Shares Held
23K
Value
$2.84M
Automatic Data Processing, Inc.
ADP
Shares Held
23K
Value
$4.65M