SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PLTR | 122K | $21.66M |
 | PANW | 118K | $21.67M |
 | CPRT | 107K | $4.18M |
 | AAPL | 94K | $25.61M |
 | NVDA | 93K | $17.37M |
 | TMUS | 69K | $14.11M |
 | AVGO | 64K | $22.22M |
 | ABT | 51K | $6.44M |
 | CSX | 45K | $1.62M |
 | MMC | 43K | $7.96M |
 | WFC | 41K | $3.81M |
 | NFLX | 38K | $3.57M |
 | AMZN | 37K | $8.53M |
 | TD | 30K | $2.78M |
 | MSFT | 29K | $14.19M |
 | WYNN | 29K | $3.53M |
 | HIG | 27K | $3.78M |
 | HUM | 25K | $6.34M |
 | GOOGL | 24K | $7.45M |
 | CNQ | 23K | $775.47K |
Palantir Technologies Inc.
PLTR
Shares Held
122K
Value
$21.66M
Palo Alto Networks, Inc.
PANW
Shares Held
118K
Value
$21.67M
Copart, Inc.
CPRT
Shares Held
107K
Value
$4.18M
Apple Inc.
AAPL
Shares Held
94K
Value
$25.61M
NVIDIA Corporation
NVDA
Shares Held
93K
Value
$17.37M
T-Mobile US, Inc.
TMUS
Shares Held
69K
Value
$14.11M
Broadcom Inc.
AVGO
Shares Held
64K
Value
$22.22M
Abbott Laboratories
ABT
Shares Held
51K
Value
$6.44M
CSX Corporation
CSX
Shares Held
45K
Value
$1.62M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
43K
Value
$7.96M
Wells Fargo & Company
WFC
Shares Held
41K
Value
$3.81M
Netflix, Inc.
NFLX
Shares Held
38K
Value
$3.57M
Amazon.com, Inc.
AMZN
Shares Held
37K
Value
$8.53M
The Toronto-Dominion Bank
TD
Shares Held
30K
Value
$2.78M
Microsoft Corporation
MSFT
Shares Held
29K
Value
$14.19M
Wynn Resorts, Limited
WYNN
Shares Held
29K
Value
$3.53M
The Hartford Financial Services Group, Inc.
HIG
Shares Held
27K
Value
$3.78M
Humana Inc.
HUM
Shares Held
25K
Value
$6.34M
Alphabet Inc.
GOOGL
Shares Held
24K
Value
$7.45M
Canadian Natural Resources Limited
CNQ
Shares Held
23K
Value
$775.47K