News + Filings Holdings
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Sustainable Insight Capital Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Broadcom Ltd
| AVGO | COM | 5,819 | 5,327 | 5,047,575,000 | 4,772,483,000 | 4.68 | |
Hist
| 06/30/2023 |
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ABBOTT LABORATORIES
| ABT | Common | 40,900 | 38,164 | 4,458,918,000 | 4,158,533,000 | 4.13 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 27,248 | 24,224 | 3,962,949,000 | 3,557,431,000 | 3.67 | |
Hist
| 06/30/2023 |
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DEERE & CO
| DE | Common | 11,886 | 8,446 | 4,816,088,000 | 3,341,154,000 | 4.47 | 0.00 |
Hist
| 06/30/2023 |
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CHIPOTLE MEXICAN GRILL INC
| CMG | Cl A | 1,719 | 1,114 | 3,676,941,000 | 2,837,510,000 | 3.41 | |
Hist
| 06/30/2023 |
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ARCH CAPITAL GROUP LTD.
| ACGL | Common | 50,200 | 33,200 | 3,757,470,000 | 2,690,210,000 | 3.48 | 0.01 |
Hist
| 06/30/2023 |
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STARBUCKS CORP
| SBUX | Common | 35,000 | 26,700 | 3,467,100,000 | 2,643,740,000 | 3.22 | 0.00 |
Hist
| 06/30/2023 |
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TRACTOR SUPPLY CO /DE/
| TSCO | Common | 15,876 | 11,976 | 3,510,184,000 | 2,632,801,000 | 3.25 | 0.01 |
Hist
| 06/30/2023 |
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O REILLY AUTOMOTIVE INC
| ORLY | COM | 3,699 | 2,578 | 3,533,655,000 | 2,587,497,000 | 3.28 | 0.01 |
Hist
| 06/30/2023 |
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ALLSTATE CORP
| ALL | Common | 33,500 | 25,600 | 3,652,840,000 | 2,581,600,000 | 3.39 | |
Hist
| 06/30/2023 |
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S&P Global Inc.
| SPGI | COM | 9,554 | 4,809 | 3,830,103,000 | 2,240,813,000 | 3.55 | 0.00 |
Hist
| 06/30/2023 |
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AFLAC INC
| AFL | Common | 53,000 | 32,400 | 3,699,400,000 | 2,217,436,000 | 3.43 | 0.01 |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 14,447 | 2,943 | 4,919,781,000 | 2,160,892,000 | 4.56 | 0.00 |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 4,495 | 102 | 1,901,475,000 | 1,259,482,000 | 1.76 | 0.00 |
Hist
| 06/30/2023 |
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Meta Platforms, Inc.
| FB | Common | 4,432 | 1,900 | 1,271,895,000 | 967,194,000 | 1.18 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 10,720 | 5,680 | 1,283,184,000 | 838,505,000 | 1.19 | |
Hist
| 06/30/2023 |
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COSTCO WHOLESALE CORP /NEW
| COST | Common | 1,462 | 913 | 787,112,000 | 536,494,000 | 0.73 | |
Hist
| 06/30/2023 |
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PROCTER & GAMBLE Co
| PG | Common | 7,223 | 3,513 | 1,096,018,000 | 533,730,000 | 1.02 | 0.00 |
Hist
| 06/30/2023 |
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Walmart Inc.
| WMT | Common | 4,737 | 2,923 | 744,562,000 | 487,355,000 | 0.69 | 0.00 |
Hist
| 06/30/2023 |
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Salesforce, Inc.
| CRM | Common | 2,299 | 548 | 485,687,000 | 253,522,000 | 0.45 | |
Hist
| 06/30/2023 |
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FMC CORP
| FMC | Common | 2,094 | 423 | 218,488,000 | 9,947,000 | 0.20 | 0.00 |
Hist
| 06/30/2023 |
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Monster Beverage Corp
| MNST | Common | 7,400 | 800 | 425,056,000 | -245,042,000 | 0.39 | 0.00 |
Hist
| 06/30/2023 |
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