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

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FRANCO NEVADA Corp

FNV|351858105

Shares:4.5K

Value:$712.6K

% of Portfolio:0.4% ($712.6K/$200.9M)

Tesla, Inc.

TSLA|88160R101

Shares:2.3K

Value:$593.5K

% of Portfolio:0.3% ($593.5K/$200.9M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:6.9K

Value:$584.4K

% of Portfolio:0.3% ($584.4K/$200.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:3.5K

Value:$544.3K

% of Portfolio:0.3% ($544.3K/$200.9M)

ServiceNow, Inc.

NOW|81762P102

Shares:660

Value:$525.5K

% of Portfolio:0.3% ($525.5K/$200.9M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:981

Value:$513.8K

% of Portfolio:0.3% ($513.8K/$200.9M)

Prologis, Inc.

PLD|74340W103

Shares:4.6K

Value:$511.9K

% of Portfolio:0.3% ($511.9K/$200.9M)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:2.9K

Value:$489.8K

% of Portfolio:0.2% ($489.8K/$200.9M)

WELLTOWER INC.

WELL|95040Q104

Shares:3.1K

Value:$478.3K

% of Portfolio:0.2% ($478.3K/$200.9M)

VISA INC.

V|92826C839

Shares:1.4K

Value:$475.9K

% of Portfolio:0.2% ($475.9K/$200.9M)

SBA COMMUNICATIONS CORP

SBAC|78410G104

Shares:2.2K

Value:$474.3K

% of Portfolio:0.2% ($474.3K/$200.9M)

EQUINIX INC

EQIX|29444U700

Shares:564

Value:$459.9K

% of Portfolio:0.2% ($459.9K/$200.9M)

BXP, Inc.

BXP|101121101

Shares:6.7K

Value:$452.7K

% of Portfolio:0.2% ($452.7K/$200.9M)

MID AMERICA APARTMENT COMMUNITIES INC.

MAA|59522J103

Shares:2.6K

Value:$435.7K

% of Portfolio:0.2% ($435.7K/$200.9M)

FirstService Corp

FSV|33767E202

Shares:2.6K

Value:$434.0K

% of Portfolio:0.2% ($434.0K/$200.9M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.3K

Value:$395.9K

% of Portfolio:0.2% ($395.9K/$200.9M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.3K

Value:$381.4K

% of Portfolio:0.2% ($381.4K/$200.9M)

Mastercard Inc

MA|57636Q104

Shares:667

Value:$365.6K

% of Portfolio:0.2% ($365.6K/$200.9M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.7K

Value:$355.8K

% of Portfolio:0.2% ($355.8K/$200.9M)

HOME DEPOT, INC.

HD|437076102

Shares:790

Value:$289.5K

% of Portfolio:0.1% ($289.5K/$200.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
FRANCO NEVADA Corp(FNVcusip351858105)	4.5K	QoQ +20.63% (+775) YoY NEW(+4.5K)	All Managers (Combined)	$712.6K	0.4% ($712.6K/$200.9M)	QoQ +61.56% (+$271.5K) YoY NEW(+$712.6K)
Tesla, Inc.(TSLAcusip88160R101)	2.3K	QoQ +9.56% (-200) YoY +21.16% (+400)	All Managers (Combined)	$593.5K	0.3% ($593.5K/$200.9M)	QoQ -29.68% (-$250.6K) YoY +78.62% (+$261.2K)
Palantir Technologies Inc.(PLTRcusip69608A108)	6.9K	QoQ -14.77% (-1.2K) YoY NEW(+6.9K)	All Managers (Combined)	$584.4K	0.3% ($584.4K/$200.9M)	QoQ -4.88% (-$30.0K) YoY NEW(+$584.4K)
Alphabet Inc.(GOOGLcusip02079K305)	3.5K	QoQ +93.40% (+1.7K) YoY -60.53% (-5.4K)	All Managers (Combined)	$544.3K	0.3% ($544.3K/$200.9M)	QoQ +57.99% (+$199.8K) YoY -59.56% (-$802.0K)
ServiceNow, Inc.(NOWcusip81762P102)	660	QoQ -13.15% (-100) YoY +41.63% (+194)	All Managers (Combined)	$525.5K	0.3% ($525.5K/$200.9M)	QoQ -34.78% (-$280.2K) YoY +47.89% (+$170.2K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	981	QoQ +44.05% (+300) YoY +29.76% (+225)	All Managers (Combined)	$513.8K	0.3% ($513.8K/$200.9M)	QoQ +49.14% (+$169.3K) YoY +37.38% (+$139.8K)
Prologis, Inc.(PLDcusip74340W103)	4.6K	QoQ 0.00% (+0) YoY +123.03% (+2.5K)	All Managers (Combined)	$511.9K	0.3% ($511.9K/$200.9M)	QoQ +5.76% (+$27.9K) YoY +91.47% (+$244.5K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	2.9K	QoQ +7.27% (+200) YoY NEW(+2.9K)	All Managers (Combined)	$489.8K	0.2% ($489.8K/$200.9M)	QoQ +3.45% (+$16.4K) YoY NEW(+$489.8K)
WELLTOWER INC.(WELLcusip95040Q104)	3.1K	QoQ -13.80% (-500) YoY NEW(+3.1K)	All Managers (Combined)	$478.3K	0.2% ($478.3K/$200.9M)	QoQ +4.78% (-$21.8K) YoY NEW(+$478.3K)
VISA INC.(Vcusip92826C839)	1.4K	QoQ +41.75% (+400) YoY +7.94% (+100)	All Managers (Combined)	$475.9K	0.2% ($475.9K/$200.9M)	QoQ +57.19% (+$173.2K) YoY +35.55% (+$124.8K)
SBA COMMUNICATIONS CORP(SBACcusip78410G104)	2.2K	QoQ 0.00% (+0) YoY +106.90% (+1.1K)	All Managers (Combined)	$474.3K	0.2% ($474.3K/$200.9M)	QoQ +7.95% (+$34.9K) YoY +110.07% (+$248.5K)
EQUINIX INC(EQIXcusip29444U700)	564	QoQ 0.00% (-0) YoY +116.09% (+303)	All Managers (Combined)	$459.9K	0.2% ($459.9K/$200.9M)	QoQ -13.52% (-$71.9K) YoY +113.47% (+$244.4K)
BXP, Inc.(BXPcusip101121101)	6.7K	QoQ +11.59% (+700) YoY +68.42% (+2.7K)	All Managers (Combined)	$452.7K	0.2% ($452.7K/$200.9M)	QoQ +0.83% (+$3.7K) YoY +73.27% (+$191.4K)
MID AMERICA APARTMENT COMMUNITIES INC.(MAAcusip59522J103)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$435.7K	0.2% ($435.7K/$200.9M)	QoQ NEW(+$435.7K) YoY NEW(+$435.7K)
FirstService Corp(FSVcusip33767E202)	2.6K	QoQ +9.63% (+230) YoY NEW(+2.6K)	All Managers (Combined)	$434.0K	0.2% ($434.0K/$200.9M)	QoQ +0.42% (+$1.8K) YoY NEW(+$434.0K)
PROCTER & GAMBLE Co(PGcusip742718109)	2.3K	QoQ +27.42% (+500) YoY -63.83% (-4.1K)	All Managers (Combined)	$395.9K	0.2% ($395.9K/$200.9M)	QoQ +29.53% (+$90.3K) YoY -62.01% (-$646.2K)
JOHNSON & JOHNSON(JNJcusip478160104)	2.3K	QoQ +35.29% (+600) YoY NEW(+2.3K)	All Managers (Combined)	$381.4K	0.2% ($381.4K/$200.9M)	QoQ +55.14% (+$135.6K) YoY NEW(+$381.4K)
Mastercard Inc(MAcusip57636Q104)	667	QoQ +42.82% (+200) YoY +13.05% (+77)	All Managers (Combined)	$365.6K	0.2% ($365.6K/$200.9M)	QoQ +48.67% (+$119.7K) YoY +28.67% (+$81.5K)
AbbVie Inc.(ABBVcusip00287Y109)	1.7K	QoQ +30.81% (+400) YoY NEW(+1.7K)	All Managers (Combined)	$355.8K	0.2% ($355.8K/$200.9M)	QoQ +54.24% (+$125.1K) YoY NEW(+$355.8K)
HOME DEPOT, INC.(HDcusip437076102)	790	QoQ +33.89% (+200) YoY +33.89% (+200)	All Managers (Combined)	$289.5K	0.1% ($289.5K/$200.9M)	QoQ +26.15% (+$60.0K) YoY +27.92% (+$63.2K)