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Portfolio (Quarterly) Guide ↗

Sustainable Insight Capital Management, LLC

· CIK 0001580677
13F Portfolio $298M AUM 86 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 53 Added 14 Reduced 8 Exited
Page 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CANADIAN PACIFIC KANSAS CITY 16,985.0 $1.3M 0.45% +3K +25.8% $78.70
42 LYV LIVE NATION ENTERTAINMENT IN Communication Services 8,700.0 $1.3M 0.45% NEW $152.51 +9.2%
43 CNI CANADIAN NATL RY CO Industrials 12,540.0 $1.3M 0.43% +3K +25.4% $102.94 +13.1%
44 AMD ADVANCED MICRO DEVICES INC Technology 6,097.0 $1.2M 0.42% +1K +24.5% $203.43 +147.7%
45 TKO TKO GROUP HOLDINGS INC Communication Services 6,100.0 $1.2M 0.41% -1K -14.1% $201.65 -6.7%
46 SHOP SHOPIFY INC Technology 10,300.0 $1.2M 0.41% NEW $118.67 -11.6%
47 PLD PROLOGIS INC. Real Estate 8,098.0 $1.1M 0.36% +6K +350.4% $132.18 +11.2%
48 ABBV ABBVIE INC Healthcare 4,912.0 $1.1M 0.36% +1K +39.9% $217.49 -2.0%
49 HSY HERSHEY CO Consumer Defensive 4,900.0 $1.0M 0.34% NEW $207.89 -8.1%
50 FNV FRANCO NEV CORP Basic Materials 4,056.0 $1.0M 0.34% +257.0 +6.8% $247.65 -7.5%
51 EQIX EQUINIX INC Real Estate 1,008.0 $988K 0.33% +720.0 +250.0% $980.24 +9.9%
52 KLAC KLA CORP Technology 634.0 $934K 0.31% NEW $1472.41 +36.6%
53 FSV FIRSTSERVICE CORP NEW Real Estate 6,538.0 $910K 0.31% +2K +60.7% $139.13 -3.8%
54 MU MICRON TECHNOLOGY INC Technology 2,565.0 $867K 0.29% +2K +165.8% $337.84 +165.2%
55 KR KROGER CO Consumer Defensive 11,301.0 $818K 0.28% +6K +109.2% $72.36 -10.8%
56 AMAT APPLIED MATLS INC Technology 2,390.0 $817K 0.27% +900.0 +60.4% $341.79 +33.1%
57 APH AMPHENOL CORP Technology 6,256.0 $790K 0.27% +700.0 +12.6% $126.35 +10.5%
58 DG DOLLAR GEN CORP Consumer Defensive 6,635.0 $788K 0.27% +4K +172.5% $118.73 -12.7%
59 CCI CROWN CASTLE INC Real Estate 9,682.0 $787K 0.26% +7K +306.5% $81.31 +11.5%
60 CHD CHURCH & DWIGHT CO INC Consumer Defensive 8,300.0 $775K 0.26% NEW $93.32 +3.6%
Page 3 of 5  ·  86 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.8%
Consumer Cyclical 12.7%
Financial Services 11.1%
Communication Services 10.5%
Industrials 9.0%
Healthcare 8.4%
Consumer Defensive 4.0%
Real Estate 2.2%
Basic Materials 1.8%
Energy 0.6%