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CIK: 0001394096
Total reported value
$712.7M
$712.7M
84 檔
23.0%
According to the latest 13F quarterly dataset, Zevin Asset Management LLC managed an equity portfolio of $712.7M at the end of Q2 2025, spanning 84 distinct U.S. exchange-listed positions.
During Q2 2025, 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 | ✓ | Stock-Other | 5.46% | — | -10.96% | ||
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.24% | -0.18% | -0.39% | |
| 3 | ✓ | Stock-Other | 4.67% | — | -0.59% | ||
| 4 | ADP | Automatic Data Processing | Stock-Tech | 4.16% | +0.14% | -0.33% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.03% | +0.38% | -4.55% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.73% | -0.03% | -0.70% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.57% | -0.84% | -1.17% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.43% | -0.53% | -0.44% | |
| 9 | ✓ | Stock-Other | 2.90% | — | -2.90% | ||
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.84% | +0.21% | +0.55% | |
| 11 | ECL | Ecolab Inc | Stock-Materials | 2.74% | +0.01% | +0.23% | |
| 12 | EMR | Emerson Electric Co | Stock-Industrials | 2.67% | +0.07% | +0.14% | |
| 13 | ✓ | Stock-Other | 2.59% | — | +0.06% | ||
| 14 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.47% | +1.05% | -1.92% | |
| 15 | ✓ | Stock-Other | 2.45% | — | +12.45% | ||
| 16 | ADI | Analog Devices Inc | Stock-Tech | 2.31% | +0.43% | -32.60% | |
| 17 | UL | Unilever PLC | Stock-Consumer Staples | 2.18% | — | -0.20% | |
| 18 | KR | Kroger Co | Stock-Consumer Staples | 2.10% | -1.25% | +0.53% | |
| 19 | ✓ | Stock-Other | 2.02% | — | +1.35% | ||
| 20 | ✓ | Stock-Other | 1.98% | — | -9.44% | ||
| 21 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.95% | -0.14% | -0.20% | |
| 22 | ✓ | Stock-Other | 1.92% | — | +0.32% | ||
| 23 | ✓ | Stock-Other | 1.88% | — | +0.81% | ||
| 24 | ✓ | Stock-Other | 1.73% | — | -2.14% | ||
| 25 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.72% | -0.58% | +2.16% | |
| 26 | DHR | Danaher CORP | Stock-Healthcare | 1.71% | -0.12% | -0.28% | |
| 27 | ✓ | Stock-Other | 1.70% | — | -0.07% | ||
| 28 | ✓ | Keyence | Stock-Other | 1.56% | — | +0.89% | |
| 29 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.52% | — | +2.13% | |
| 30 | ✓ | Stock-Other | 1.47% | — | +5.06% | ||
| 31 | TRU | Transunion | Stock-Financials | 1.39% | -0.04% | +1.67% | |
| 32 | LZAGY | Lonza Group Ag-unspon Adr | Stock-Other | 1.38% | — | +0.25% | |
| 33 | ✓ | Stock-Other | 1.38% | — | -2.47% | ||
| 34 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.37% | +0.70% | +5.12% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.36% | +0.32% | -3.22% | |
| 36 | SXYAY | Sika Ag-adr | Stock-Other | 1.23% | — | +2.85% | |
| 37 | ✓ | Stock-Other | 1.17% | — | -1.04% | ||
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 1.16% | -0.06% | +2.68% | |
| 39 | PNC | Pnc Financial Services Group | Stock-Financials | 1.14% | +0.06% | +0.03% | |
| 40 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 1.12% | — | — | |
| 41 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.10% | +0.27% | — | |
| 42 | ISNPY | Intesa Sanpaolo-spon Adr | Stock-Other | 1.03% | — | — | |
| 43 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 0.77% | -0.11% | — | |
| 44 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.75% | — | -10.57% | |
| 45 | ✓ | Novo-Nordisk A/S Sedol# 707752 | Stock-Other | 0.26% | — | — | |
| 46 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.24% | +0.05% | -76.81% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | +0.03% | — | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.18% | -0.02% | -3.92% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.15% | — | -10.28% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.12% | +0.01% | +180.32% |
According to official SEC Form 13F filings, Zevin Asset Management LLC reported a total U.S. public equity portfolio value of $712.7M across 84 disclosed positions in Q2 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 , MSFT, ) accounted for 23.0% of total reported equity market value during Q2 2025.
During Q2 2025, Zevin Asset Management LLC's top holdings by market value included (5.5%)、MSFT (5.2%)、 (4.7%). The largest single position, , represented 5.5% of total portfolio value.
In Q2 2025, 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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