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CIK: 0001394096
Total reported value
$712.7M
$712.7M
81 檔
21.4%
At the close of Q1 2025, Zevin Asset Management LLC disclosed equity holdings valued at approximately $712.7M, spread across 81 reported holdings.
In Q1 2025, Zevin Asset Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 5.10% | — | -13.70% | ||
| 2 | ✓ | Stock-Other | 5.04% | — | -6.82% | ||
| 3 | AAPL | Apple Inc | Stock-Tech | 5.04% | +0.38% | -8.48% | |
| 4 | ADP | Automatic Data Processing | Stock-Tech | 4.56% | +0.14% | -10.91% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.38% | -0.18% | -2.39% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.80% | -0.84% | -17.16% | |
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.74% | -0.53% | -3.57% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.59% | -0.03% | -10.46% | |
| 9 | ADI | Analog Devices Inc | Stock-Tech | 3.20% | +0.43% | -1.58% | |
| 10 | ✓ | Stock-Other | 2.89% | — | -11.40% | ||
| 11 | ECL | Ecolab Inc | Stock-Materials | 2.84% | +0.01% | -4.99% | |
| 12 | ✓ | Stock-Other | 2.83% | — | -3.33% | ||
| 13 | ✓ | Stock-Other | 2.71% | — | -1.44% | ||
| 14 | EMR | Emerson Electric Co | Stock-Industrials | 2.41% | +0.07% | -8.34% | |
| 15 | UL | Unilever PLC | Stock-Consumer Staples | 2.34% | — | -5.50% | |
| 16 | ✓ | Stock-Other | 2.29% | — | +0.92% | ||
| 17 | KR | Kroger Co | Stock-Consumer Staples | 2.17% | -1.25% | -0.67% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 2.14% | +0.21% | -2.35% | |
| 19 | ✓ | Stock-Other | 2.12% | — | -20.83% | ||
| 20 | ✓ | Stock-Other | 2.09% | — | -4.52% | ||
| 21 | DHR | Danaher CORP | Stock-Healthcare | 1.96% | -0.12% | -5.07% | |
| 22 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.92% | +1.05% | -1.06% | |
| 23 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.91% | -0.58% | -7.70% | |
| 24 | ✓ | Stock-Other | 1.83% | — | -11.28% | ||
| 25 | ✓ | Stock-Other | 1.79% | — | +0.87% | ||
| 26 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.77% | -0.14% | -3.16% | |
| 27 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.73% | — | -3.07% | |
| 28 | ✓ | Stock-Other | 1.70% | — | -4.19% | ||
| 29 | ✓ | Keyence | Stock-Other | 1.65% | — | -3.41% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.64% | +0.32% | — | |
| 31 | ✓ | Stock-Other | 1.63% | — | -6.29% | ||
| 32 | TRU | Transunion | Stock-Financials | 1.42% | -0.04% | -2.00% | |
| 33 | ✓ | Stock-Other | 1.40% | — | -9.48% | ||
| 34 | LZAGY | Lonza Group Ag-unspon Adr | Stock-Other | 1.31% | — | -2.86% | |
| 35 | ✓ | Stock-Other | 1.25% | — | — | ||
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 1.25% | -0.06% | -1.41% | |
| 37 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.21% | +0.05% | -3.48% | |
| 38 | PNC | Pnc Financial Services Group | Stock-Financials | 1.19% | +0.06% | -0.41% | |
| 39 | SXYAY | Sika Ag-adr | Stock-Other | 1.18% | — | -6.96% | |
| 40 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.06% | +0.70% | -0.98% | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.93% | — | +39.51% | |
| 42 | ✓ | Novo-Nordisk A/S Sedol# 707752 | Stock-Other | 0.28% | — | -19.98% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.20% | -0.02% | -0.50% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | +0.03% | -13.09% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | — | -0.87% | |
| 46 | ✓ | Stock-Other | 0.10% | — | -6.63% | ||
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.10% | -0.01% | -7.44% | |
| 48 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.09% | -0.01% | -11.91% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.09% | +0.18% | -0.05% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.09% | -0.01% | -0.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | — | NEW | New buy | |
| 2 | ✓ | — | NEW | New buy | |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | ADP | Automatic Data Processing | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 7 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 8 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 9 | ADI | Analog Devices Inc | — | NEW | New buy |
| 10 | ✓ | — | NEW | New buy | |
| 11 | ECL | Ecolab Inc | — | NEW | New buy |
| 12 | ✓ | — | NEW | New buy | |
| 13 | ✓ | — | NEW | New buy | |
| 14 | EMR | Emerson Electric Co | — | NEW | New buy |
| 15 | UL | Unilever PLC | — | NEW | New buy |
| 16 | ✓ | — | NEW | New buy | |
| 17 | KR | Kroger Co | — | NEW | New buy |
| 18 | NVDA | Nvidia CORP | — | NEW | New buy |
| 19 | ✓ | — | NEW | New buy | |
| 20 | ✓ | — | NEW | New buy | |
| 21 | DHR | Danaher CORP | — | NEW | New buy |
| 22 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 23 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 24 | ✓ | — | NEW | New buy | |
| 25 | ✓ | — | NEW | New buy | |
| 26 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 27 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | New buy |
| 28 | ✓ | — | NEW | New buy | |
| 29 | ✓ | Keyence | — | NEW | New buy |
| 30 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 31 | ✓ | — | NEW | New buy | |
| 32 | TRU | Transunion | — | NEW | New buy |
| 33 | ✓ | — | NEW | New buy | |
| 34 | LZAGY | Lonza Group Ag-unspon Adr | — | NEW | New buy |
| 35 | ✓ | — | NEW | New buy | |
| 36 | HD | Home Depot Inc | — | NEW | New buy |
| 37 | EXPD | Expeditors Intl Wash Inc | — | NEW | New buy |
| 38 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 39 | SXYAY | Sika Ag-adr | — | NEW | New buy |
| 40 | DDOG | Datadog Inc - Class A | — | NEW | New buy |
| 41 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 42 | ✓ | Novo-Nordisk A/S Sedol# 707752 | — | NEW | New buy |
| 43 | ABT | Abbott Laboratories | — | NEW | New buy |
| 44 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 45 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 46 | ✓ | — | NEW | New buy | |
| 47 | WMT | Walmart Inc | — | NEW | New buy |
| 48 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 49 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 50 | MCD | Mcdonald's CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Zevin Asset Management LLC reported a total U.S. public equity portfolio value of $712.7M across 81 disclosed positions in Q1 2025.
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) accounted for 21.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
市值: $32.2M
During Q1 2025, Zevin Asset Management LLC's top holdings by market value included (5.1%)、 (5.0%)、AAPL (5.0%). The largest single position, , represented 5.1% of total portfolio value.
In Q1 2025, Zevin Asset Management LLC made 50 total portfolio adjustments, initiating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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