ZEVIN ASSET MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, ZEVIN ASSET MANAGEMENT LLC held in its portfolio 97 assets valued at $745,767,715 (i.e. $745.77M).

The most valuable assets in the portfolio included: Microsoft ($34.68M), Apple ($34.50M), and Alphabet Class C ($34.34M).

The chart below shows the top 10 valuable assets, and the table below shows the top 97 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in ZEVIN ASSET MANAGEMENT LLC Portfolio
Microsoft
Apple
Alphabet Class C
VISA
Mercadolibre
Nvidia Corp
Tjx Companies
Amazon
iShares Barclays Short Treasury Bond ETF
Automatic Data Processing
ZEVIN ASSET MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
Microsoft 71718 34684361 COM
Apple 126902 34499550 COM
Alphabet Class C 109446 34344157 COM
VISA 88610 31076469 COM
Mercadolibre 15122 30460187 COM
Nvidia Corp 160048 29848995 COM
Tjx Companies 178684 27447707 COM
Amazon 113085 26102273 COM
iShares Barclays Short Treasury Bond ETF 211520 23298955 CEMF
Automatic Data Processing 84477 21729955 COM
Costco 24898 21470400 COM
Alphabet Class A 64898 20312958 COM
AbbVie 82522 18855338 COM
Analog Devices 66583 18057385 COM
Ecolab 65850 17287016 COM
Linde 39984 17048741 COM
ASML Holdings NV-NY 15760 16860855 COM
Vanguard Mortgage-Backed Securities ETF 345206 16252280 CEMF
CrowdStrike Holdings 33399 15656187 COM
Chubb 46821 14613865 COM
Unilever 220550 14423995 COM
Emerson Electric 108251 14367007 COM
Lilly Eli & Company 13093 14070460 COM
Ishares ESG Aware US Aggregate Bond ETF 269254 12883816 CEMF
AON 34010 12001580 COM
HDFC Bank 326483 11929686 COM
Kroger 190483 11901351 COM
S P D R S&p 500 Etf Tr Expiring 01/22/2118 17424 11881774 CEMF
Digital Realty Trust 76331 11809132 COM
Novartis 80982 11164939 COM
PNC 51998 10853565 COM
Colgate Palmolive 127324 10061147 COM
Vanguard Short-Term Treasury Bond ETF 169373 9947251 CEMF
Datadog Inc 70303 9560571 COM
Transunion 107903 9252712 COM
Prologis Inc. 70308 8975560 COM
Cadence Design Sys 27708 8660965 COM
Waste Connections Inc 46362 8130052 COM
S&P Global Inc 14961 7818349 COM
Accenture Ltd 28437 7629593 COM
Home Depot 19711 6782387 COM
Vanguard Tax-Exempt Bond ETF 127580 6416023 CEMF
National Grid Plc Adr 63774 4932884 COM
Danaher 17877 4092313 COM
Netflix Inc 41175 3860529 COM
iShares Natnl AMT Free Muni Bond ETF 20576 2203895 CEMF
Expeditors 14749 2197748 COM
iShares Global Green Bond ETF 37144 1780504 CEMF
Vanguard S&P 500 ETF 2601 1631165 CEMF
Abbott Laboratories 9869 1236487 COM
ishares Barclays 7-10 Year ETF 12213 1174429 CEMF
Amgen Inc Com 3356 1098452 COM
Applied Materials 4084 1049547 COM
WisdomTree U.S. LargeCap Dividend 11300 995304 CEMF
Vanguard ESG US Stock ETF 7964 963325 CEMF
Procter & Gamble Co 6596 945273 COM
Invesco QQQ Trust 1509 926994 CEMF
Vanguard Intermediate Treasury 13120 786285 CEMF
Magnum Ice Cream NV 49244 780519 COM
Wal-Mart Stores Inc 6916 770512 COM
iShares IBOXX USD Hi Yield Bond 9023 727524 CEMF
iShares Short-Term National Muni Bond ETF 6541 697925 CEMF
Mc Donalds Corp 1872 572139 COM
Merck & Co Inc New 5318 559773 COM
iShares MSCI USA ESG Select 3937 548611 CEMF
Berkshire Hathawayinc Del Cl B New 1008 506671 COM
Tesla Motors 1118 502787 COM
Gilead Sciences Inc. 4006 491696 COM
Exxon Mobil Corp Com 3831 461023 COM
Ishares 3-7 Year Treasury Bond 3847 459113 CEMF
Coca Cola Company 6187 432533 COM
3m Company Com 2694 431309 COM
Pepsico Incorporated 2995 429842 COM
Pfizer Incorporated 17102 425840 COM
Vanguard Utilities ETF 2189 405053 CEMF
Int'l Business Machines Corp 1259 372928 COM
Vanguard ESG Intl Stock 5184 371309 CEMF
Jpmorgan Chase & Co 1051 338653 COM
iShares Edge MSCI Min Vol ETF 3535 332856 CEMF
Cisco Systems Inc 4309 331922 COM
Ishares Tr S&p 500 Index Fund 482 330141 CEMF
CH Robinson Worldwide 2053 330040 COM
Micron Technology Inc 1135 323940 COM
Bank of Nova Scotia 4390 323499 COM
Byline Bancorp Inc 10624 309690 COM
Invesco Ultrashort Duration 5900 296475 CEMF
Mastercard Inc. 472 269455 COM
Grainger Ww Inc. 266 268407 COM
Alliance Bernstein Hldg Unit Ltd Partn 6863 264088 LP
Brookfield Renewable Energy Partners LP 9483 255757 LP
O Reilly Automotive Inc. 2550 232586 COM
Southern Co. 2650 231080 COM
Johnson And Johnson Com 1078 223092 COM
Telefonica Sa Spain Adr 53575 216979 COM
Goldman Sachs Group Com 245 215355 COM
Vanguard Emerging Markets Gov Bond 3178 214293 CEMF
Toronto-Dominion Bank 2204 207617 COM