BNY Mellon Sustainable U.S. Equity Portfolio, Inc.

Fund Code 0423
CUSIP 05588H200
SHARE CLASS
- Initial Shares
- Service Shares
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Why invest in this Fund?

The fund seeks long-term capital appreciation. To pursue this goal, the fund normally invests at least 80% of its assets in stocks (or derivatives) of U.S. companies that demonstrate attractive investment attributes and sustainable business practices and have no material unresolvable environmental, social and governance (ESG) issues. The fund focuses on companies with market caps of $5 billion or more. The fund may invest up to 20% of its assets in foreign securities, including up to 10% in emerging markets securities.

Min. Class Investment

$1,000

Class Inception Date

12/31/00

Fund Assets

$317,037,422 As of 11/24/25

Class Assets

$79,929,476 As of 11/24/25

Portfolio Turnover Rate

25.32% As of fiscal year end 12/31/24

Benchmark

S&P 500® Index

Fund Holdings

49 As of 10/31/25

FUND STATUS

Open

Yields and Expense Ratio

30-DAY SEC YIELD as of 11/24/25		PROSPECTUS FEE TABLE EXPENSE RATIO (%) as of 05/01/25
Subsidized	Unsubsidized	Net	Gross	Contractual Fee Waiver End Date
0.00	0.00	0.92	0.92	05/01/26

Yield fluctuates and past performance is no guarantee of future results.

The SEC 30-day Yield is calculated by dividing the net investment income per share earned during the period (calculated in accordance with regulatory guidelines) by the maximum offering price per share on the last day of the period.

Unsubsidized yield displays what the fund's 30-Day SEC Yield would have been had no fee waiver or expense reimbursement been in place during the period.

Gross Expenses is the total annual operating expense ratio for the fund, before any fee waivers or expense reimbursements. Net Expenses is the total annual operating expense ratio for the fund, after any applicable fee waivers or expense reimbursements. The Gross Expenses, or Net Expenses (if including fee waivers or expense reimbursements) is the actual fund expense ratio applicable to investors.

Portfolio Managers

Nick Pope

Portfolio Manager, Newton Investment Management

Managing Fund Since 2022

Joined Firm in 2011

Joined Industry in 2005
Julianne D. McHugh

Senior Portfolio Manager, Newton Investment Management North America, LLC

Managing Fund Since 2023

Joined Firm in 2004

Joined Industry in 1992

Fees & Expenses

Variable insurance products have additional fees, charges and expenses. Please consult the applicable variable contract prospectus for more detailed information.

Portfolio

Portfolio Manager/Sub-Investment Adviser

The fund's investment adviser is BNY Mellon Investment Adviser, Inc. (BNYIA). BNYIA has engaged its affiliate, Newton Investment Management Limited (NIM), to serve as the fund's sub-adviser. NIM has engaged its affiliate, Newton Investment Management North America, LLC (NIMNA), to provide certain advisory services to NIM for the benefit of the fund, including, but not limited to, portfolio management services.

Nick Pope and Julianne McHugh are the fund's primary portfolio managers. Mr. Pope and Ms. McHugh have been primary portfolio managers of the fund since January 2022 and March 2023, respectively. Mr. Pope is a portfolio manager on the Sustainable Equity strategy at NIM. Ms. McHugh is Head of Sustainable Equities and a lead portfolio manager on various US Core Growth strategies at NIMNA. NIM's Responsible Investment team provides input to the portfolio managers, including supporting fundamental research and company-level ESG analysis, which helps to identify sustainable investment themes, as well as controversy monitoring, company engagement and active proxy voting.

Top Holdings

Download Total Holdings

As of 10/31/25

Holdings	% Portfolio Weight
Nvidia	10.48
Microsoft	7.87
Apple	6.96
Alphabet, Cl. A	4.80
Amazon.com	4.75
JPMorgan Chase & Co.	3.96
Micron Technology	2.56
Goldman Sachs Group	2.48
Intuit	2.36
Costco Wholesale	2.31

Asset Allocation

Stats & Risks

Main Risks

Equity Risk:
Equity funds are subject generally to market, market sector, market liquidity, issuer and investment style risks, among other factors, to varying degrees, all of which are more fully described in the fund's prospectus.
Social Investment Risk:
Socially responsible funds may forgo opportunities to invest in other securities when advantageous, or may sell securities when disadvantageous for it to do so while pursuing its socially responsible criteria.

Literature

PRODUCT MATERIALS

Key:

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