Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

ZEVIN ASSET MANAGEMENT LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

ZEVIN ASSET MANAGEMENT LLC (CIK 1394096) reported $712.7M across 97 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($33.6M, 4.71%), GOOG ($33.2M, 4.66%), NVDA ($29.2M, 4.10%), SHV ($27.0M, 3.79%), MSFT ($25.5M, 3.58%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLApple$33.6M4.71%116,067Trimmed
2GOOGAlphabet Class C$33.2M4.66%94,073Trimmed
3NVDANvidia Corp$29.2M4.10%145,878Trimmed
4SHViShares Barclays Short Treasury Bond ETF$27.0M3.79%244,953Trimmed
5MSFTMicrosoft$25.5M3.58%68,317Trimmed
6VVISA$25.2M3.53%73,331Trimmed
7MELIMercadolibre$24.9M3.50%14,696Trimmed
8TJXTjx Companies$23.3M3.27%153,607Trimmed
9AMZNAmazon$23.0M3.22%96,432Trimmed
10ASMLASML Holdings NV-NY$21.3M2.98%10,691Trimmed
11CRWDCrowdStrike Holdings$20.6M2.89%27,010Trimmed
12ADIAnalog Devices$19.9M2.79%50,107Trimmed
13ABBVAbbVie$19.3M2.71%76,892Trimmed
14ADPAutomatic Data Processing$18.5M2.60%82,788Trimmed
15COSTCostco$18.3M2.56%19,533Trimmed
16GOOGLAlphabet Class A$17.0M2.38%47,537Trimmed
17LINLinde$16.3M2.29%31,475Trimmed
18VMBSVanguard Mortgage-Backed Securities ETF$16.3M2.29%349,217Trimmed
19LLYLilly Eli & Company$14.8M2.07%12,300Trimmed
20VGSHVanguard Short-Term Treasury Bond ETF$14.4M2.01%246,652Added
21CBChubb$14.0M1.96%41,089Trimmed
22DDOGDatadog Inc$12.9M1.81%49,482Trimmed
23AVGOBroadcom Ltd.$12.8M1.79%33,855Trimmed
24EAGGIshares ESG Aware US Aggregate Bond ETF$12.5M1.75%263,451Trimmed
25DLRDigital Realty Trust$12.4M1.74%68,963Trimmed

Source: SEC Form 13F filings · as of 2026-06-30