☆Sustainable Insight Capital Management, LLC
Quality Q
0.133
AUM ($M)
233
Positions
78
Turnover
0.29
Top-10 wt
58%
Herfindahl
0.043
History (qtrs)
6
Excess Return
—
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Holdings · 106 positions · portfolio value $233M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AAPL funds › | APPLE INC | TRIM | — | 10.5% | -0.4% | 24.5 | 84,508 | -43,479 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 7.8% | +0.9% | 18.3 | 48,320 | -18,650 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 6.2% | -0.2% | 14.5 | 72,314 | -36,742 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | ADD | — | 6.0% | +5.6% | 14.0 | 24,048 | +17,951 | 4 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 6.0% | +2.5% | 13.9 | 38,953 | +2,740 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 5.0% | -0.2% | 11.5 | 9,624 | -7,157 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 4.8% | +2.0% | 11.2 | 31,640 | +2,640 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | TRIM | — | 4.2% | +0.5% | 9.8 | 28,600 | -39,853 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | TRIM | — | 4.1% | -0.2% | 9.6 | 82,039 | -5,200 | 4 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 3.3% | -0.5% | 7.6 | 18,163 | -12,400 | 5 | — |
| ☆TDG funds › | TRANSDIGM GROUP INC | ADD | — | 2.9% | +1.4% | 6.8 | 5,115 | +1,262 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | NEW | — | 2.9% | +2.9% | 6.8 | 25,010 | +25,010 | 1 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 2.3% | -2.9% | 5.5 | 22,903 | -51,572 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 2.3% | -1.9% | 5.4 | 14,497 | -19,400 | 5 | — |
| ☆BX funds › | BLACKSTONE INC | NEW | — | 1.9% | +1.9% | 4.5 | 37,882 | +37,882 | 1 | — |
| ☆MSCI funds › | MSCI INC | TRIM | — | 1.7% | -0.3% | 4.0 | 7,205 | -3,855 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | ADD | — | 1.7% | +1.4% | 4.0 | 3,465 | +900 | 3 | — |
| ☆RACE funds › | FERRARI N V | TRIM | — | 1.6% | +0.5% | 3.8 | 10,295 | -130 | 2 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | NEW | — | 1.3% | +1.3% | 2.9 | 7,056 | +7,056 | 1 | — |
| ☆HPE funds › | HEWLETT PACKARD ENTERPRISE C | NEW | — | 1.2% | +1.2% | 2.7 | 59,500 | +59,500 | 1 | — |
| ☆TMUS funds › | T-MOBILE US INC | TRIM | — | 1.1% | -0.7% | 2.6 | 15,369 | -9,808 | 5 | — |
| ☆TD funds › | TORONTO DOMINION BK ONT | TRIM | — | 1.1% | +0.1% | 2.6 | 21,052 | -12,013 | 5 | — |
| ☆SLF funds › | SUN LIFE FINANCIAL INC. | NEW | — | 1.1% | +1.1% | 2.5 | 31,300 | +31,300 | 1 | — |
| ☆TKO funds › | TKO GROUP HOLDINGS INC | ADD | — | 1.0% | +0.6% | 2.4 | 12,000 | +5,900 | 4 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 1.0% | -0.6% | 2.3 | 7,147 | -9,510 | 5 | — |
| ☆BKNG funds › | BOOKING HOLDINGS INC | ADD | — | 0.8% | -0.7% | 2.0 | 10,945 | +9,842 | 3 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.8% | -0.6% | 1.9 | 1,994 | -2,160 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 0.7% | +0.4% | 1.6 | 2,240 | -150 | 4 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | TRIM | — | 0.7% | +0.2% | 1.5 | 3,530 | -2,935 | 4 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.6% | -0.4% | 1.4 | 12,291 | -10,600 | 5 | — |
| ☆EXPE funds › | EXPEDIA GROUP INC | NEW | — | 0.6% | +0.6% | 1.3 | 5,100 | +5,100 | 1 | — |
| ☆AZO funds › | AUTOZONE INC | NEW | — | 0.6% | +0.6% | 1.3 | 405 | +405 | 1 | — |
| ☆PH funds › | PARKER-HANNIFIN CORP | TRIM | — | 0.5% | -0.2% | 1.3 | 1,306 | -1,099 | 5 | — |
| ☆WYNN funds › | WYNN RESORTS LTD | TRIM | — | 0.5% | -0.2% | 1.2 | 12,500 | -7,700 | 3 | — |
| ☆STLD funds › | STEEL DYNAMICS INC | TRIM | — | 0.5% | -0.9% | 1.2 | 5,137 | -18,100 | 3 | — |
| ☆MRSH funds › | MARSH & MCLENNAN COS INC | TRIM | — | 0.5% | -1.5% | 1.2 | 7,028 | -26,799 | 5 | — |
| ☆CSX funds › | CSX CORP | TRIM | — | 0.5% | -0.2% | 1.2 | 24,557 | -24,000 | 3 | — |
| ☆FDX funds › | FEDEX CORP | NEW | — | 0.5% | +0.5% | 1.1 | 3,526 | +3,526 | 1 | — |
| ☆KLAC funds › | KLA CORP | ADD | — | 0.5% | +0.2% | 1.1 | 3,620 | +2,986 | 2 | — |
| ☆ALL funds › | ALLSTATE CORP | TRIM | — | 0.5% | -0.4% | 1.1 | 4,569 | -7,615 | 5 | — |
| ☆HIG funds › | HARTFORD INSURANCE GROUP INC | TRIM | — | 0.5% | -0.4% | 1.1 | 8,173 | -10,437 | 5 | — |
| ☆CPRT funds › | COPART INC | TRIM | — | 0.5% | -1.0% | 1.1 | 38,204 | -94,733 | 5 | — |
| ☆WTW funds › | WILLIS TOWERS WATSON PLC LTD | TRIM | — | 0.4% | -0.4% | 1.0 | 3,991 | -4,491 | 2 | — |
| ☆GL funds › | GLOBE LIFE INC | TRIM | — | 0.4% | -0.4% | 1.0 | 5,800 | -11,900 | 2 | — |
| ☆J funds › | JACOBS SOLUTIONS INC | NEW | — | 0.4% | +0.4% | 1.0 | 7,900 | +7,900 | 1 | — |
| ☆ECL funds › | ECOLAB INC | NEW | — | 0.4% | +0.4% | 1.0 | 3,492 | +3,492 | 1 | — |
| ☆TXN funds › | TEXAS INSTRS INC | NEW | — | 0.4% | +0.4% | 0.9 | 2,956 | +2,956 | 1 | — |
| ☆MNST funds › | MONSTER BEVERAGE CORP NEW | TRIM | — | 0.3% | -0.2% | 0.7 | 7,082 | -11,500 | 3 | — |
| ☆APH funds › | AMPHENOL CORP | TRIM | — | 0.3% | +0.0% | 0.7 | 3,756 | -2,500 | 5 | — |
| ☆VLO funds › | VALERO ENERGY CORP | NEW | — | 0.3% | +0.3% | 0.6 | 2,400 | +2,400 | 1 | — |
| ☆CASY funds › | CASEYS GEN STORES INC | NEW | — | 0.3% | +0.3% | 0.6 | 760 | +760 | 1 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | NEW | — | 0.3% | +0.3% | 0.6 | 767 | +767 | 1 | — |
| ☆CBRE funds › | CBRE GROUP INC | ADD | — | 0.2% | +0.1% | 0.6 | 4,100 | +400 | 3 | — |
| ☆SHOP funds › | SHOPIFY INC | TRIM | — | 0.2% | -0.2% | 0.5 | 4,800 | -5,500 | 2 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | TRIM | — | 0.2% | +0.0% | 0.5 | 3,202 | -2,200 | 5 | — |
| ☆EQIX funds › | EQUINIX INC | TRIM | — | 0.2% | -0.1% | 0.5 | 488 | -520 | 5 | — |
| ☆CCI funds › | CROWN CASTLE INC | TRIM | — | 0.2% | -0.1% | 0.4 | 5,182 | -4,500 | 5 | — |
| ☆MAA funds › | MID-AMER APT CMNTYS INC | TRIM | — | 0.2% | -0.1% | 0.4 | 2,800 | -3,000 | 2 | — |
| ☆GEV funds › | GE VERNOVA INC | NEW | — | 0.2% | +0.2% | 0.4 | 331 | +331 | 1 | — |
| ☆SBAC funds › | SBA COMMUNICATIONS CORP | TRIM | — | 0.2% | -0.1% | 0.4 | 2,165 | -2,100 | 5 | — |
| ☆CP funds › | CANADIAN PACIFIC KANSAS CITY | TRIM | — | 0.2% | -0.3% | 0.4 | 4,403 | -12,582 | 5 | — |
| ☆CHD funds › | CHURCH & DWIGHT CO INC | TRIM | — | 0.2% | -0.1% | 0.4 | 3,900 | -4,400 | 2 | — |
| ☆KR funds › | KROGER CO | TRIM | — | 0.2% | -0.1% | 0.4 | 6,801 | -4,500 | 5 | — |
| ☆HST funds › | HOST HOTELS & RESORTS INC | NEW | — | 0.2% | +0.2% | 0.4 | 15,800 | +15,800 | 1 | — |
| ☆CNI funds › | CANADIAN NATL RY CO | TRIM | — | 0.2% | -0.3% | 0.4 | 3,040 | -9,500 | 4 | — |
| ☆DG funds › | DOLLAR GEN CORP | TRIM | — | 0.2% | -0.1% | 0.4 | 3,135 | -3,500 | 5 | — |
| ☆APP funds › | APPLOVIN CORP | TRIM | — | 0.2% | -0.0% | 0.4 | 700 | -580 | 3 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 0.1% | -0.1% | 0.3 | 2,876 | -5,400 | 2 | — |
| ☆CNQ funds › | CANADIAN NAT RES LTD MED TER | TRIM | — | 0.1% | -0.1% | 0.3 | 8,342 | -3,600 | 5 | — |
| ☆SU funds › | SUNCOR ENERGY INC NEW | TRIM | — | 0.1% | -0.1% | 0.3 | 6,116 | -2,800 | 3 | — |
| ☆NOW funds › | SERVICENOW INC | NEW | — | 0.1% | +0.1% | 0.3 | 3,255 | +3,255 | 1 | — |
| ☆DDOG funds › | DATADOG INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,145 | +1,145 | 1 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 0.1% | -0.2% | 0.3 | 1,112 | -3,800 | 4 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.1% | +0.0% | 0.3 | 475 | -80 | 5 | — |
| ☆TER funds › | TERADYNE INC | NEW | — | 0.1% | +0.1% | 0.2 | 460 | +460 | 1 | — |
| ☆EW funds › | EDWARDS LIFESCIENCES CORP | NEW | — | 0.1% | +0.1% | 0.2 | 2,432 | +2,432 | 1 | — |
| ☆MPWR funds › | MONOLITHIC PWR SYS INC | TRIM | — | 0.1% | +0.0% | 0.2 | 152 | -70 | 4 | — |
| ☆PLUG funds › | PLUG PWR INC | TRIM | — | 0.0% | +0.0% | 0.0 | 13,500 | -2,700 | 3 | — |
| ☆AMGN funds › | AMGEN INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,357 | 0 | — |
| ☆EQR funds › | EQUITY RESIDENTIAL | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -12,428 | 0 | — |
| ☆VRTX funds › | VERTEX PHARMACEUTICALS INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -731 | 0 | — |
| ☆ACGL funds › | ARCH CAP GROUP LTD | EXIT | — | 0.0% | -0.8% | 0.0 | 0 | -25,976 | 0 | — |
| ☆BSX funds › | BOSTON SCIENTIFIC CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,329 | 0 | — |
| ☆LYV funds › | LIVE NATION ENTERTAINMENT IN | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -8,700 | 0 | — |
| ☆SYK funds › | STRYKER CORPORATION | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -674 | 0 | — |
| ☆HDB funds › | HDFC BANK LTD | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -20,598 | 0 | — |
| ☆CHRW funds › | C H ROBINSON WORLDWIDE IN | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -10,832 | 0 | — |
| ☆FSV funds › | FIRSTSERVICE CORP NEW | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -6,538 | 0 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -449 | 0 | — |
| ☆JCI funds › | JOHNSON CONTROLS INTERNATION | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -15,494 | 0 | — |
| ☆NFLX funds › | NETFLIX INC. | EXIT | — | 0.0% | -1.4% | 0.0 | 0 | -43,240 | 0 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,025 | 0 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,538 | 0 | — |
| ☆PLD funds › | PROLOGIS INC. | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -8,098 | 0 | — |
| ☆PDD funds › | PDD HOLDINGS INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,938 | 0 | — |
| ☆HSY funds › | HERSHEY CO | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -4,900 | 0 | — |
| ☆MCK funds › | MCKESSON CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -374 | 0 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -948 | 0 | — |
| ☆DOV funds › | DOVER CORP | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -8,807 | 0 | — |
| ☆FNV funds › | FRANCO NEV CORP | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -4,056 | 0 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | EXIT | — | 0.0% | -1.6% | 0.0 | 0 | -22,889 | 0 | — |
| ☆MRK funds › | MERCK & CO INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -4,412 | 0 | — |
| ☆HUM funds › | HUMANA INC | EXIT | — | 0.0% | -1.8% | 0.0 | 0 | -30,797 | 0 | — |
| ☆IBN funds › | ICICI BANK LIMITED | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -14,935 | 0 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -5,720 | 0 | — |
| ☆PSX funds › | PHILLIPS 66 | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -3,000 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 233 | 78 | 0.29 | 58% | 0.043 | 0.134 | — | in |
| 2026Q1 | 298 | 86 | 0.21 | 54% | 0.039 | 0.244 | — | in |
| 2025Q4 | 300 | 77 | 0.27 | 56% | 0.042 | 0.153 | — | in |
| 2025Q3 | 318 | 71 | 0.22 | 60% | 0.044 | 0.257 | — | in |
| 2025Q2 | 221 | 61 | 0.32 | 59% | 0.043 | 0.114 | — | entered |
| 2025Q1 | 201 | 66 | 0.00 | 52% | 0.037 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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