BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
20.0%
Top 10 weight
49.0%
Voting Authority Distribution
Total shares with voting rights: 2.36M
Full voting authority
2.35M
shares
Joint voting authority
6.05K
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | ESG MSCI KLD 400 | 212.27K | SH | $25.73M 7.89% | 212.27K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 75.01K | SH | $21.57M 6.62% | 74.88K | 130.00 | 0.00 |
APPLE INCSOLE | COM | 70.27K | SH | $17.83M 5.47% | 70.10K | 167.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 43.28K | SH | $16.02M 4.92% | 43.19K | 91.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 15.47K | SH | $15.42M 4.73% | 15.43K | 39.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 91.01K | SH | $14.53M 4.46% | 90.79K | 221.00 | 0.00 |
LINDE PLCSOLE | SHS | 26.73K | SH | $13.25M 4.07% | 26.65K | 84.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 184.29K | SH | $13.22M 4.06% | 184.29K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 35.76K | SH | $11.75M 3.61% | 35.65K | 115.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 51.13K | SH | $10.39M 3.19% | 50.98K | 150.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 14.00 | SH | $10.05M 3.09% | 14.00 | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 26.41K | SH | $9.45M 2.90% | 26.33K | 81.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 26.17K | SH | $8.61M 2.64% | 26.09K | 86.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 80.47K | SH | $8.27M 2.54% | 80.15K | 326.00 | 0.00 |
XYLEM INCSOLE | COM | 65.11K | SH | $7.78M 2.39% | 64.92K | 194.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 12.69K | SH | $7.13M 2.19% | 12.66K | 31.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.22K | SH | $6.11M 1.87% | 10.22K | 0.00 | 0.00 |
VERALTO CORPSOLE | COM SHS | 63.46K | SH | $5.61M 1.72% | 63.20K | 254.00 | 0.00 |
INTUITSOLE | COM | 12.90K | SH | $5.58M 1.71% | 12.84K | 60.00 | 0.00 |
UNILEVER PLCSOLE | SPON ADR NEW | 95.43K | SH | $5.44M 1.67% | 95.15K | 278.00 | 0.00 |
EASTERN BANKSHARES INCSOLE | COM | 259.65K | SH | $5.08M 1.56% | 258.85K | 807.00 | 0.00 |
NASDAQ INCSOLE | COM | 57.46K | SH | $4.88M 1.50% | 57.24K | 221.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 13.97K | SH | $4.72M 1.45% | 13.91K | 64.00 | 0.00 |
DIGITAL RLTY TR INCSOLE | COM | 22.81K | SH | $4.11M 1.26% | 22.74K | 74.00 | 0.00 |
BADGER METER INCSOLE | COM | 25.25K | SH | $3.85M 1.18% | 25.15K | 99.00 | 0.00 |