Sustainable-Insight-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FSV",
  "HUM",
  "ABT",
  "ABBV",
  "ALL",
  "GOOGL",
  "T",
  "AVGO",
  "CP.TO",
  "HD",
  "FNV",
  "META",
  "MMC",
  "MA",
  "MSFT",
  "MAA",
  "TMUS",
  "EQIX",
  "NI",
  "HES",
  "ANET",
  "KR",
  "PANW",
  "UNH",
  "AAPL",
  "NVDA",
  "PLTR",
  "PG",
  "NOW",
  "SHW",
  "SPG",
  "TD",
  "TDG",
  "UBS",
  "MET",
  "MNST",
  "SBAC",
  "ATO",
  "DOV",
  "FTNT",
  "AMZN",
  "MSI",
  "V",
  "WMT",
  "WFC",
  "WELL",
  "CNQ",
  "MSCI",
  "PSX",
  "CRM",
  "BRK-B",
  "BXP",
  "CM",
  "CNI",
  "CMG",
  "CHD",
  "CPRT",
  "COST",
  "CRWD",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PH",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 66
Total Value: 200902434
Accession Number: 0001085146-25-002991
Form Type: 13F-HR
CIK: sustainable-insight-capital-management
Manager Name: Sustainable-Insight-Capital-Management

Data Enrichment

100% identified

66 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

66 positions • $200.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 4

Sort by:

COPART INC

CPRT|217204106

Shares:57.0K

Value:$3.2M

% of Portfolio:1.6% ($3.2M/$200.9M)

DOVER Corp

DOV|260003108

Shares:17.9K

Value:$3.1M

% of Portfolio:1.6% ($3.1M/$200.9M)

TransDigm Group INC

TDG|893641100

Shares:2.2K

Value:$3.0M

% of Portfolio:1.5% ($3.0M/$200.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.8K

Value:$2.6M

% of Portfolio:1.3% ($2.6M/$200.9M)

Walmart Inc.

WMT|931142103

Shares:28.9K

Value:$2.5M

% of Portfolio:1.3% ($2.5M/$200.9M)

CANADIAN IMPERIAL BANK OF COMMERCE /CAN/

CM|136069101

Shares:41.9K

Value:$2.4M

% of Portfolio:1.2% ($2.4M/$200.9M)

TORONTO DOMINION BANK

TD|891160509

Shares:39.0K

Value:$2.3M

% of Portfolio:1.2% ($2.3M/$200.9M)

NISOURCE INC.

NI|65473P105

Shares:49.9K

Value:$2.0M

% of Portfolio:1.0% ($2.0M/$200.9M)

METLIFE INC

MET|59156R108

Shares:20.7K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$200.9M)

ATMOS ENERGY CORP

ATO|049560105

Shares:9.5K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$200.9M)

Phillips 66

PSX|718546104

Shares:11.8K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$200.9M)

HESS CORP

HES|42809H107

Shares:9.1K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$200.9M)

KROGER CO

KR|501044101

Shares:19.1K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$200.9M)

Monster Beverage Corp

MNST|61174X109

Shares:21.1K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$200.9M)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:11.2K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$200.9M)

Meta Platforms, Inc.

META|30303M102

Shares:1.7K

Value:$957.9K

% of Portfolio:0.5% ($957.9K/$200.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.4K

Value:$758.4K

% of Portfolio:0.4% ($758.4K/$200.9M)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:10.5K

Value:$738.5K

% of Portfolio:0.4% ($738.5K/$200.9M)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:7.6K

Value:$735.1K

% of Portfolio:0.4% ($735.1K/$200.9M)

CANADIAN NATURAL RESOURCES LTD

CNQ|136385101

Shares:23.3K

Value:$717.1K

% of Portfolio:0.4% ($717.1K/$200.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COPART INC(CPRTcusip217204106)	57.0K	QoQ +3.66% (+2.0K) YoY +75.63% (+24.5K)	All Managers (Combined)	$3.2M	1.6% ($3.2M/$200.9M)	QoQ +2.22% (+$70.1K) YoY +71.59% (+$1.3M)
DOVER Corp(DOVcusip260003108)	17.9K	QoQ +9.69% (+1.6K) YoY NEW(+17.9K)	All Managers (Combined)	$3.1M	1.6% ($3.1M/$200.9M)	QoQ +2.72% (+$83.5K) YoY NEW(+$3.1M)
TransDigm Group INC(TDGcusip893641100)	2.2K	QoQ -11.20% (-273) YoY +43.53% (+656)	All Managers (Combined)	$3.0M	1.5% ($3.0M/$200.9M)	QoQ -3.07% (-$95.0K) YoY +61.20% (+$1.1M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.8K	QoQ +3.75% (+100) YoY +823.07% (+2.5K)	All Managers (Combined)	$2.6M	1.3% ($2.6M/$200.9M)	QoQ +7.10% (+$173.1K) YoY +1091.63% (+$2.4M)
Walmart Inc.(WMTcusip931142103)	28.9K	QoQ +7.43% (+2.0K) YoY +140.47% (+16.9K)	All Managers (Combined)	$2.5M	1.3% ($2.5M/$200.9M)	QoQ +4.39% (+$106.8K) YoY +250.86% (+$1.8M)
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/(CMcusip136069101)	41.9K	QoQ +507.20% (+35.0K) YoY NEW(+41.9K)	All Managers (Combined)	$2.4M	1.2% ($2.4M/$200.9M)	QoQ +440.29% (+$1.9M) YoY NEW(+$2.4M)
TORONTO DOMINION BANK(TDcusip891160509)	39.0K	QoQ NEW(+39.0K) YoY NEW(+39.0K)	All Managers (Combined)	$2.3M	1.2% ($2.3M/$200.9M)	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
NISOURCE INC.(NIcusip65473P105)	49.9K	QoQ -4.41% (-2.3K) YoY NEW(+49.9K)	All Managers (Combined)	$2.0M	1.0% ($2.0M/$200.9M)	QoQ +4.24% (-$81.5K) YoY NEW(+$2.0M)
METLIFE INC(METcusip59156R108)	20.7K	QoQ +21.01% (+3.6K) YoY NEW(+20.7K)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$200.9M)	QoQ +18.66% (+$261.8K) YoY NEW(+$1.7M)
ATMOS ENERGY CORP(ATOcusip049560105)	9.5K	QoQ -13.63% (-1.5K) YoY NEW(+9.5K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$200.9M)	QoQ -4.14% (-$63.5K) YoY NEW(+$1.5M)
Phillips 66(PSXcusip718546104)	11.8K	QoQ NEW(+11.8K) YoY NEW(+11.8K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$200.9M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
HESS CORP(HEScusip42809H107)	9.1K	QoQ NEW(+9.1K) YoY NEW(+9.1K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$200.9M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
KROGER CO(KRcusip501044101)	19.1K	QoQ -7.74% (-1.6K) YoY NEW(+19.1K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$200.9M)	QoQ +2.12% (-$26.8K) YoY NEW(+$1.3M)
Monster Beverage Corp(MNSTcusip61174X109)	21.1K	QoQ -8.65% (-2.0K) YoY +290.74% (+15.7K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$200.9M)	QoQ +1.69% (-$20.6K) YoY +285.73% (+$914.7K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	11.2K	QoQ -2.61% (-300) YoY +272.76% (+8.2K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$200.9M)	QoQ +2.39% (-$28.8K) YoY +293.42% (+$918.2K)
Meta Platforms, Inc.(METAcusip30303M102)	1.7K	QoQ +43.02% (+500) YoY +24.77% (+330)	All Managers (Combined)	$957.9K	0.5% ($957.9K/$200.9M)	QoQ +40.79% (+$277.5K) YoY +48.10% (+$311.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.4K	QoQ +39.06% (+400) YoY +45.30% (+444)	All Managers (Combined)	$758.4K	0.4% ($758.4K/$200.9M)	QoQ +63.39% (+$294.2K) YoY +84.02% (+$346.3K)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	10.5K	QoQ +72.49% (+4.4K) YoY +48.19% (+3.4K)	All Managers (Combined)	$738.5K	0.4% ($738.5K/$200.9M)	QoQ +67.28% (+$297.1K) YoY +17.97% (+$112.5K)
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	7.6K	QoQ +75.65% (+3.3K) YoY NEW(+7.6K)	All Managers (Combined)	$735.1K	0.4% ($735.1K/$200.9M)	QoQ +68.43% (+$298.7K) YoY NEW(+$735.1K)
CANADIAN NATURAL RESOURCES LTD(CNQcusip136385101)	23.3K	QoQ NEW(+23.3K) YoY NEW(+23.3K)	All Managers (Combined)	$717.1K	0.4% ($717.1K/$200.9M)	QoQ NEW(+$717.1K) YoY NEW(+$717.1K)