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BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC.

CIK: 0000890064 Equity
Report date: 2026-02-23
AUM $323M
Expense Ratio
Category Equity
State MD
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-23

About this Fund

BNY Mellon Sustainable U.S. Equity Portfolio, Inc. is a leading mutual fund company dedicated to providing investors with a comprehensive range of investment solutions that cater to their diverse financial goals and values. As a prominent player in the asset management industry, the company specializes in crafting and managing investment portfolios that not only generate strong returns but also prioritize environmental, social, and governance (ESG) considerations. With a strong focus on sustainable investing, BNY Mellon Sustainable U.S. Equity Portfolio, Inc. offers a variety of mutual funds that span across different asset classes, including equity, debt, and hybrid funds, each designed to meet the unique needs of its investors. The company's equity funds, for instance, invest in a broad range of U.S. stocks, from established blue-chip companies to innovative growth-oriented firms, while its debt funds provide a more conservative approach, focusing on high-quality bonds and other fixed-income securities. Additionally, the company's hybrid funds offer a balanced mix of equity and debt investments, allowing investors to benefit from the potential of both asset classes. By leveraging its expertise in wealth management and investment management, BNY Mellon Sustainable U.S. Equity Portfolio, Inc. enables investors to create a tailored portfolio that aligns with their individual risk tolerance, investment horizon, and financial objectives. The company's investor-centric approach is built on a deep understanding of its clients' needs, providing them with personalized support and guidance throughout their investment journey. Many investors choose BNY Mellon Sustainable U.S. Equity Portfolio, Inc. for its proven track record of delivering strong investment performance, as well as its commitment to sustainable investing and ESG principles. The company's systematic investment plan (SIP) options also provide investors with a convenient and disciplined approach to investing, allowing them to invest a fixed amount of money at regular intervals, regardless of the market's performance. By combining its investment expertise with a passion for sustainability, BNY Mellon Sustainable U.S. Equity Portfolio, Inc. has earned the trust of investors who seek to make a positive impact on the environment and society while also growing their wealth. With its robust portfolio management capabilities, rigorous research process, and dedication to transparency and accountability, the company continues to be a trusted partner for investors seeking to achieve their long-term financial goals through a well-diversified and sustainable investment portfolio. Through its comprehensive range of mutual funds and investment solutions, BNY Mellon Sustainable U.S. Equity Portfolio, Inc. empowers investors to navigate the complexities of the financial markets, make informed investment decisions, and ultimately achieve a more secure and sustainable financial future. By prioritizing the needs of its investors and upholding the highest standards of excellence in asset management and wealth management, the company has established itself as a leader in the mutual fund industry, poised to continue delivering value to its investors and stakeholders for years to come.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

29 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 TT Trane Technologies PLC Since 2026-05-10 Equity (Common)
1.12%
$3.63 9,335
2 ACM AECOM Since 2026-05-10 00766T100 Equity (Common)
1.15%
$3.73 39,130
3 IR Ingersoll Rand Inc Since 2026-05-10 45687V106 Equity (Common)
1.69%
$5.47 69,037
4 EMR Emerson Electric Co Since 2026-05-10 291011104 Equity (Common)
1.26%
$4.09 30,788
5 MU Micron Technology Inc Since 2026-05-10 595112103 Equity (Common)
2.53%
$8.17 28,618
6 NOW ServiceNow Inc Since 2026-05-10 81762P102 Equity (Common)
1.27%
$4.12 26,885
7 ABT Abbott Laboratories Since 2026-05-10 002824100 Equity (Common)
0.84%
$2.71 21,655
8 IDXX IDEXX Laboratories Inc Since 2026-05-10 45168D104 Equity (Common)
1.57%
$5.08 7,511
9 JPM JPMorgan Chase & Co Since 2026-05-10 46625H100 Equity (Common)
4.12%
$13.33 41,358
10 TEL TE Connectivity PLC Since 2026-05-10 Equity (Common)
1.59%
$5.13 22,543
11 DAR Darling Ingredients Inc Since 2026-05-10 237266101 Equity (Common)
0.80%
$2.60 72,144
12 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
4.51%
$14.58 63,162
13 GOOG Alphabet Inc Since 2026-05-10 02079K305 Equity (Common)
5.36%
$17.34 55,384
14 AVGO Broadcom Inc Since 2026-05-10 11135F101 Equity (Common)
1.46%
$4.71 13,616
15 GILD Gilead Sciences Inc Since 2026-05-10 375558103 Equity (Common)
1.30%
$4.22 34,359
16 CCK Crown Holdings Inc Since 2026-05-10 228368106 Equity (Common)
1.08%
$3.48 33,746
17 HWM Howmet Aerospace Inc Since 2026-05-10 443201108 Equity (Common)
1.23%
$3.96 19,329
18 AIZ Assurant Inc Since 2026-05-10 04621X108 Equity (Common)
1.44%
$4.64 19,287
19 HUBS HubSpot Inc Since 2026-05-10 443573100 Equity (Common)
0.49%
$1.59 3,965
20 WMT Walmart Inc Since 2026-05-10 931142103 Equity (Common)
2.12%
$6.85 61,509
21 SNPS Synopsys Inc Since 2026-05-10 871607107 Equity (Common)
0.99%
$3.20 6,807
22 CME CME Group Inc Since 2026-05-10 12572Q105 Equity (Common)
1.44%
$4.64 16,993
23 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
2.35%
$7.60 11,479
24 AAPL Apple Inc Since 2026-05-10 037833100 Equity (Common)
7.03%
$22.72 83,557
25 AON Aon PLC Since 2026-05-10 Equity (Common)
1.31%
$4.22 11,972
26 ABBV AbbVie Inc Since 2026-05-10 00287Y109 Equity (Common)
1.65%
$5.34 23,368
27 LIN Linde PLC Since 2026-05-10 Equity (Common)
0.96%
$3.10 7,276
28 NEE NextEra Energy Inc Since 2026-05-10 65339F101 Equity (Common)
1.46%
$4.71 58,732
29 TMO Thermo Fisher Scientific Inc Since 2026-05-10 883556102 Equity (Common)
1.63%
$5.27 9,091
Frequently Asked Questions — BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC.
What type of mutual fund is BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC.?
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. is a SEC-registered Equity fund, with $323M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. holds 29 portfolio positions, all detailed in the holdings table on this page.
What are BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC.'s assets under management (AUM)?
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. has $323M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC.'s top holdings?
According to BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC.'s most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Trane Technologies PLC, AECOM, Ingersoll Rand Inc , among others. The complete list of all 29 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC.'s expense ratio?
Expense ratio data for BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC.'s SEC filings?
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000890064. You can access all of BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC.'s SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000890064). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC.'s holdings data on StockSifting?
Holdings data for BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.