Sustainable Insight Capital Management, LLC

RIA/Wealth

Sustainable Insight Capital Management, LLC is a RIA/Wealth based in San Ramon, CA led by Dustin James Blodgett, reporting $325.4M in AUM as of Q3 2025 with 42% Technology concentration, 60% concentrated in top 10 holdings, and 42% technology allocation.

Managing PartnerDustin James Blodgett

Portfolio Value: $318.2M
Positions: 71
Top Holding: AAPL at 8.16%
Last Reported: Q3 2025

Address2001 Crow Canyon Road, Suite 150, San Ramon, CA, 94583, United States

Top Holdings

Largest long holdings in Sustainable Insight Capital Management, LLC's portfolio (60.3% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$26.0M	8.16%	+$4.7M Bought	0.00% 102.0K shares	Q4 2020 Held for 4y 11m
2 Broadcom Inc. AVGO	Semiconductors Technology	$22.9M	7.19%	+$5.2M Bought	0.00% 69.4K shares	Q4 2020 Held for 4y 11m
3 Lam Research LRCX	Semiconductors Technology	$22.7M	7.13%	+$22.7M Bought	0.01% 169.5K shares	Q3 2025 Held for 2 months
4 Palo Alto Networks, Inc. PANW	Software - Infrastructure Technology	$22.2M	6.97%	+$7.9M Bought	0.02% 109.0K shares	Q4 2023 Held for 1y 11m
5 Nvidia NVDA	Semiconductors Technology	$19.5M	6.14%	+$642.8K Bought	0.00% 104.7K shares	Q4 2020 Held for 4y 11m
6 Amazon AMZN	Specialty Retail Consumer Cyclical	$18.5M	5.82%	+$3.5M Bought	0.00% 84.3K shares	Q4 2020 Held for 4y 11m
7 O'Reilly Automotive ORLY	Specialty Retail Consumer Cyclical	$18.1M	5.68%	+$18.1M Bought	0.02% 167.6K shares	Q3 2025 Held for 2 months
8 Microsoft MSFT	Software - Infrastructure Technology	$17.4M	5.46%	+$797.6K Bought	0.00% 33.6K shares	Q4 2020 Held for 4y 11m
9 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$14.2M	4.47%	+$4.4M Bought	0.00% 18.6K shares	Q4 2020 Held for 4y 11m
10 AT&T T	Telecommunications Services Communication Services	$10.5M	3.29%	+$3.6M Bought	0.01% 370.5K shares	Q3 2024 Held for 1y 2m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Sustainable Insight Capital Management, LLC's latest filing

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GthenC

Market Value

$318.2M

Prior: $220.9M

Q/Q Change

+44.06%

+$97.3M

Net Flows % of MV

+11.67%

Turnover Ratio

23.52%

New Purchases

11 stocks

$7.4M

Added To

37 stocks

+$62.5M

Sold Out Of

12 stocks

$27.4M

Reduced Holdings

11 stocks

-$5.4M

Increased Positions

Position	Shares Δ	Change
1 General Dynamics GD	New	0 → 6.3K +$2.2M
2 Extendicare Inc. EXE	New	0 → 11.9K +$1.3M
3 Southern Company SO	New	0 → 11.4K +$1.1M
4 Packaging Corp of America PKG	New	0 → 3.4K +$741.0K
5 American Tower AMT	New	0 → 2.4K +$466.0K

Decreased Positions

Position	Shares Δ	Change
1 Darden Restaurants DRI	Sold	56.8K → 0 −$12.4M
2 Ferrari RACE	Sold	8.3K → 0 −$4.1M
3 Intercontinental Exchange ICE	Sold	11.8K → 0 −$2.2M
4 Arch Capital Group ACGL	Sold	23.5K → 0 −$2.1M
5 Willis Towers Watson WTW	Sold	6.9K → 0 −$2.1M