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Sustainable Insight Capital Management, LLC

Q2 2022 Holdings

Filed 2022-08-08 | 119 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
S&P Global Inc(SPGI)COM78409V104$1.7K4,9400.1%
Aptiv PLC(APTV)SHSG6095L109$1.8K18,4000.1%
Parker-Hannifin Corp(PH)COM701094104$1.9K6,9460.1%
Oreilly Automotive Inc(ORLY)COM67103H107$1.9K2,7330.1%
Copart Inc(CPRT)COM217204106$1.9K15,5870.1%
Transdigm Group Inc(TDG)COM893641100$1.9K3,2480.1%
Pulte Group Inc(PHM)COM745867101$1.9K42,6000.1%
Albemarle Corp(ALB)COM012653101$2.0K8,7000.2%
Deere & Co(DE)COM244199105$2.1K6,4920.2%
Tesla Inc(TSLA)COM88160R101$2.7K3,2990.2%
Lilly ELI & Co(LLY)COM532457108$3.2K9,6480.2%
Microsoft Corp(MSFT)COM594918104$3.2K12,4830.2%
Apple Inc(AAPL)COM037833100$3.4K22,0310.3%
Abbott Labs(ABT)COM002824100$3.7K34,1360.3%
Humana Inc(HUM)COM444859102$3.7K7,5800.3%
Centene Corp del(CNC)COM15135B101$3.9K41,9000.3%
Microchip Technology Inc.(MCHP)COM595017104$5.5K85,8000.4%
Advanced Micro Devices Inc(AMD)COM007903107$5.7K65,3150.4%
Allstate Corp(ALL)COM020002101$1.2M10,34792.4%
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