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CIK: 0001394096
Total reported value
$712.7M
$712.7M
97 檔
23.2%
According to the latest 13F quarterly dataset, Zevin Asset Management LLC managed an equity portfolio of $712.7M at the end of Q4 2025, spanning 97 distinct U.S. exchange-listed positions.
Zevin Asset Management LLC executed strategic sector rebalancing during Q4 2025, establishing 22 new positions while fully exiting 22 holdings and trimming 1 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.65% | -0.18% | +0.85% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.63% | +0.38% | -0.69% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.61% | +0.75% | — | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 4.17% | -0.14% | — | |
| 5 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 4.08% | -0.18% | — | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.00% | +0.21% | +21.41% | |
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.68% | -0.53% | -0.31% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.50% | -0.03% | -3.43% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.12% | -0.28% | — | |
| 10 | ADP | Automatic Data Processing | Stock-Tech | 2.91% | +0.14% | +3.04% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.88% | -0.84% | +2.41% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.72% | +0.21% | — | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 2.53% | +0.25% | — | |
| 14 | ADI | Analog Devices Inc | Stock-Tech | 2.42% | +0.43% | +2.95% | |
| 15 | ECL | Ecolab Inc | Stock-Materials | 2.32% | +0.01% | +2.15% | |
| 16 | LIN | Linde plc | Stock-Materials | 2.29% | +0.06% | — | |
| 17 | ASML | ASML Holding N.V. | Stock-Tech | 2.26% | +0.84% | — | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.18% | -0.07% | — | |
| 19 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.10% | +1.05% | +4.05% | |
| 20 | CB | Chubb Limited | Stock-Financials | 1.96% | -0.13% | — | |
| 21 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 1.93% | -0.50% | — | |
| 22 | EMR | Emerson Electric Co | Stock-Industrials | 1.93% | +0.07% | +0.64% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.89% | +0.32% | +42.70% | |
| 24 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.73% | -0.08% | — | |
| 25 | AON | Aon plc | Stock-Financials | 1.61% | +0.03% | — | |
| 26 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 1.60% | -1.10% | EXIT | |
| 27 | KR | Kroger Co | Stock-Consumer Staples | 1.60% | -1.25% | +5.37% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.59% | +0.04% | — | |
| 29 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.58% | -0.14% | +5.09% | |
| 30 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.50% | -0.04% | — | |
| 31 | PNC | Pnc Financial Services Group | Stock-Financials | 1.46% | +0.06% | +47.08% | |
| 32 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.35% | -0.58% | +3.52% | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.33% | +0.13% | — | |
| 34 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.28% | +0.70% | +1.90% | |
| 35 | TRU | Transunion | Stock-Financials | 1.24% | -0.04% | +4.84% | |
| 36 | PLD | Prologis Inc | Stock-Real Estate | 1.20% | -0.02% | — | |
| 37 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.16% | +0.27% | +14.67% | |
| 38 | ✓ | Stock-Other | 1.09% | — | — | ||
| 39 | SPGI | S&p Global Inc | Stock-Financials | 1.05% | -0.09% | — | |
| 40 | ACN | Accenture plc | Stock-Tech | 1.02% | -0.28% | — | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.91% | -0.06% | -0.22% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.86% | +0.03% | — | |
| 43 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 0.66% | -0.11% | +1.90% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.55% | -0.12% | -67.72% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | -0.64% | +13625.00% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.30% | — | — | |
| 47 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.29% | +0.05% | — | |
| 48 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.24% | — | — | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | +0.03% | +3.96% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.17% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.9% | +42.70% | Add |
| 2 | NFLX | Netflix Inc | +0.5% | +13625.00% | Add |
| 3 | PNC | Pnc Financial Services Group | +0.4% | +47.08% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | +21.41% | Add |
| 5 | ADP | Automatic Data Processing | -0.6% | +3.04% | Add |
| 6 | DHR | Danaher CORP | -1.1% | -67.72% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 8 | ✓ | — | EXIT | Sold out | |
| 9 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 10 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 11 | ✓ | — | EXIT | Sold out | |
| 12 | ✓ | — | EXIT | Sold out | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | New buy |
| 14 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 15 | ✓ | — | EXIT | Sold out | |
| 16 | ABBV | Abbvie Inc | — | NEW | New buy |
| 17 | ✓ | — | EXIT | Sold out | |
| 18 | LIN | Linde plc | — | NEW | New buy |
| 19 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 20 | ✓ | — | EXIT | Sold out | |
| 21 | VMBS | Vanguard Mortgage-backed Sec | — | NEW | New buy |
| 22 | CB | Chubb Limited | — | NEW | New buy |
| 23 | ✓ | — | EXIT | Sold out | |
| 24 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 25 | UL | Unilever PLC | — | EXIT | Sold out |
| 26 | EAGG | Ishares Esg Aware US Aggrega | — | NEW | New buy |
| 27 | ✓ | — | EXIT | Sold out | |
| 28 | AON | Aon plc | — | NEW | New buy |
| 29 | HDB | Hdfc Bank Ltd-adr | — | NEW | New buy |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 31 | ✓ | — | EXIT | Sold out | |
| 32 | ✓ | — | EXIT | Sold out | |
| 33 | ✓ | — | EXIT | Sold out | |
| 34 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 35 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| 36 | ✓ | — | EXIT | Sold out | |
| 37 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 38 | ✓ | Keyence | — | EXIT | Sold out |
| 39 | PLD | Prologis Inc | — | NEW | New buy |
| 40 | LZAGY | Lonza Group Ag-unspon Adr | — | EXIT | Sold out |
| 41 | ✓ | — | NEW | New buy | |
| 42 | SBGSY | Schneider Elect Se-unsp Adr | — | EXIT | Sold out |
| 43 | ISNPY | Intesa Sanpaolo-spon Adr | — | EXIT | Sold out |
| 44 | SPGI | S&p Global Inc | — | NEW | New buy |
| 45 | ACN | Accenture plc | — | NEW | New buy |
| 46 | ✓ | — | EXIT | Sold out | |
| 47 | ✓ | — | EXIT | Sold out | |
| 48 | ✓ | — | EXIT | Sold out | |
| 49 | SXYAY | Sika Ag-adr | — | EXIT | Sold out |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | — | 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 97 disclosed positions in Q4 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, AAPL, GOOG) accounted for 23.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
GOOG
市值: $34.3M
Top Position Liquidated / Trimmed
前期市值: $33.5M
During Q4 2025, Zevin Asset Management LLC's top holdings by market value included MSFT (4.7%)、AAPL (4.6%)、GOOG (4.6%). The largest single position, MSFT, represented 4.7% of total portfolio value.
In Q4 2025, Zevin Asset Management LLC made 50 total portfolio adjustments, initiating 22 new buys, adding to 5 positions, trimming 1 holdings, and fully liquidating 22 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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