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CIK: 0001394096
Total reported value
$712.7M
$712.7M
86 檔
23.2%
During the Q4 2024 filing period, Zevin Asset Management LLC (CIK: 0001394096) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $712.7M across 86 reported positions.
During Q4 2024, Zevin Asset Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.76% | +0.38% | +7.24% | |
| 2 | ✓ | Stock-Other | 4.95% | — | +7.33% | ||
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.67% | -0.18% | +11.83% | |
| 4 | ADP | Automatic Data Processing | Stock-Tech | 4.55% | +0.14% | +5.99% | |
| 5 | ✓ | Stock-Other | 4.38% | — | +4.44% | ||
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.29% | -0.03% | +7.24% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.12% | -0.84% | +6.78% | |
| 8 | ✓ | Stock-Other | 3.70% | — | -0.34% | ||
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.57% | -0.53% | +8.51% | |
| 10 | ADI | Analog Devices Inc | Stock-Tech | 3.18% | +0.43% | +9.35% | |
| 11 | ✓ | Stock-Other | 3.04% | — | +14.01% | ||
| 12 | EMR | Emerson Electric Co | Stock-Industrials | 2.76% | +0.07% | +9.48% | |
| 13 | ECL | Ecolab Inc | Stock-Materials | 2.56% | +0.01% | +9.22% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.52% | +0.21% | +5.06% | |
| 15 | ✓ | Stock-Other | 2.45% | — | -0.21% | ||
| 16 | UL | Unilever PLC | Stock-Consumer Staples | 2.19% | — | -2.35% | |
| 17 | ✓ | Stock-Other | 2.16% | — | +8.77% | ||
| 18 | DHR | Danaher CORP | Stock-Healthcare | 2.14% | -0.12% | +9.92% | |
| 19 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.10% | -0.14% | +11.52% | |
| 20 | ✓ | Stock-Other | 1.93% | — | +15.15% | ||
| 21 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.86% | -0.58% | +5.93% | |
| 22 | ✓ | Stock-Other | 1.84% | — | +7.17% | ||
| 23 | KR | Kroger Co | Stock-Consumer Staples | 1.83% | -1.25% | +10.02% | |
| 24 | ✓ | Stock-Other | 1.83% | — | +0.66% | ||
| 25 | ✓ | Stock-Other | 1.82% | — | +4.56% | ||
| 26 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.75% | +1.05% | +50.18% | |
| 27 | ✓ | Stock-Other | 1.72% | — | +55.56% | ||
| 28 | ✓ | Keyence | Stock-Other | 1.65% | — | +11.06% | |
| 29 | TRU | Transunion | Stock-Financials | 1.51% | -0.04% | +11.38% | |
| 30 | ✓ | Stock-Other | 1.50% | — | -0.41% | ||
| 31 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.47% | — | +14.00% | |
| 32 | ✓ | Stock-Other | 1.44% | — | +14.44% | ||
| 33 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.43% | +0.70% | — | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 1.25% | -0.06% | +16.60% | |
| 35 | PNC | Pnc Financial Services Group | Stock-Financials | 1.21% | +0.06% | +10.00% | |
| 36 | LZAGY | Lonza Group Ag-unspon Adr | Stock-Other | 1.20% | — | +10.78% | |
| 37 | SXYAY | Sika Ag-adr | Stock-Other | 1.14% | — | +20.24% | |
| 38 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.07% | +0.05% | +10.61% | |
| 39 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.84% | — | -5.37% | |
| 40 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.77% | — | +47.02% | |
| 41 | ✓ | Stock-Other | 0.51% | — | +23.50% | ||
| 42 | ✓ | Novo-Nordisk A/S Sedol# 707752 | Stock-Other | 0.42% | — | — | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | +0.03% | — | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.18% | — | +9.94% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.16% | -0.02% | — | |
| 46 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.16% | — | -88.63% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.12% | -0.05% | -1.82% | |
| 48 | ✓ | Stock-Other | 0.11% | — | +30.18% | ||
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.10% | -0.01% | -1.71% | |
| 50 | AMAT | Applied Materials Inc | Stock-Tech | 0.10% | +0.18% | -3.63% |
According to official SEC Form 13F filings, Zevin Asset Management LLC reported a total U.S. public equity portfolio value of $712.7M across 86 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, , MSFT) accounted for 23.2% of total reported equity market value during Q4 2024.
During Q4 2024, Zevin Asset Management LLC's top holdings by market value included AAPL (5.8%)、 (5.0%)、MSFT (4.7%). The largest single position, AAPL, represented 5.8% of total portfolio value.
In Q4 2024, Zevin Asset Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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