SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 370K | $10.46M |
 | LRCX | 169K | $22.69M |
 | ORLY | 168K | $18.07M |
 | CPRT | 130K | $5.86M |
 | PANW | 109K | $22.19M |
 | NVDA | 105K | $19.53M |
 | AAPL | 102K | $25.97M |
 | AMZN | 84K | $18.52M |
 | AVGO | 69K | $22.88M |
 | TD | 68K | $5.43M |
 | WFC | 52K | $4.35M |
 | CNQ | 45K | $1.44M |
 | TMUS | 44K | $10.43M |
 | MMC | 41K | $8.29M |
 | ABT | 39K | $5.24M |
 | MSFT | 34K | $17.39M |
 | HIG | 33K | $4.34M |
 | MOS | 22K | $762.96K |
 | ALL | 20K | $4.38M |
 | HUM | 20K | $5.21M |
AT&T Inc.
T
Shares Held
370K
Value
$10.46M
Lam Research Corporation
LRCX
Shares Held
169K
Value
$22.69M
O'Reilly Automotive, Inc.
ORLY
Shares Held
168K
Value
$18.07M
Copart, Inc.
CPRT
Shares Held
130K
Value
$5.86M
Palo Alto Networks, Inc.
PANW
Shares Held
109K
Value
$22.19M
NVIDIA Corporation
NVDA
Shares Held
105K
Value
$19.53M
Apple Inc.
AAPL
Shares Held
102K
Value
$25.97M
Amazon.com, Inc.
AMZN
Shares Held
84K
Value
$18.52M
Broadcom Inc.
AVGO
Shares Held
69K
Value
$22.88M
The Toronto-Dominion Bank
TD
Shares Held
68K
Value
$5.43M
Wells Fargo & Company
WFC
Shares Held
52K
Value
$4.35M
Canadian Natural Resources Limited
CNQ
Shares Held
45K
Value
$1.44M
T-Mobile US, Inc.
TMUS
Shares Held
44K
Value
$10.43M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
41K
Value
$8.29M
Abbott Laboratories
ABT
Shares Held
39K
Value
$5.24M
Microsoft Corporation
MSFT
Shares Held
34K
Value
$17.39M
The Hartford Financial Services Group, Inc.
HIG
Shares Held
33K
Value
$4.34M
The Mosaic Company
MOS
Shares Held
22K
Value
$762.96K
The Allstate Corporation
ALL
Shares Held
20K
Value
$4.38M
Humana Inc.
HUM
Shares Held
20K
Value
$5.21M