ZEVIN ASSET MANAGEMENT LLC

PrivateCIK: 1394096
Location

BOSTON, MA

πŸ“‹ What this filing means

ZEVIN ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $679.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

86
Positions
$679.4K
Total AUM (reported)
4.71M
Total Shares

Allocation by class

TOTAL AUM$679.4K86 positions
COM$663.0K97.6%
CEMF$13.8K2.0%
MF$1.9K0.3%
LP$598.000.1%

Portfolio Concentration

Top 315.4%4–1027.8%11–2533.0%Rest23.8%TOP 1043.2%0%100%
Top 3$104.6K15.4%
4–10$188.9K27.8%
11–25$224.5K33.0%
Rest$161.5K23.8%

Top 3 weight

15.4%

Top 10 weight

43.2%

Voting Authority Distribution

Total shares with voting rights: 4.71M

Sole

Full voting authority

4.71M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole86
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings86
Rows:

Apple

SOLE
COM
Shares156.39K
TypeSH
Market value$39.2K
5.76%
Sole
156.39K
Shared
0.00
None
0.00

VISA

SOLE
COM
Shares106.48K
TypeSH
Market value$33.7K
4.95%
Sole
106.48K
Shared
0.00
None
0.00

Microsoft

SOLE
COM
Shares75.34K
TypeSH
Market value$31.8K
4.67%
Sole
75.34K
Shared
0.00
None
0.00

Automatic Data Processing

SOLE
COM
Shares105.59K
TypeSH
Market value$30.9K
4.55%
Sole
105.59K
Shared
0.00
None
0.00

Mercadolibre

SOLE
COM
Shares17.51K
TypeSH
Market value$29.8K
4.38%
Sole
17.51K
Shared
0.00
None
0.00

Amazon

SOLE
COM
Shares132.96K
TypeSH
Market value$29.2K
4.29%
Sole
132.96K
Shared
0.00
None
0.00

Costco

SOLE
COM
Shares30.58K
TypeSH
Market value$28.0K
4.12%
Sole
30.58K
Shared
0.00
None
0.00

Alphabet Class C

SOLE
COM
Shares131.92K
TypeSH
Market value$25.1K
3.70%
Sole
131.92K
Shared
0.00
None
0.00

Tjx Companies

SOLE
COM
Shares200.86K
TypeSH
Market value$24.3K
3.57%
Sole
200.86K
Shared
0.00
None
0.00

Analog Devices

SOLE
COM
Shares101.68K
TypeSH
Market value$21.6K
3.18%
Sole
101.68K
Shared
0.00
None
0.00

Alphabet Class A

SOLE
COM
Shares109.07K
TypeSH
Market value$20.6K
3.04%
Sole
109.07K
Shared
0.00
None
0.00

Emerson Electric

SOLE
COM
Shares151.45K
TypeSH
Market value$18.8K
2.76%
Sole
151.45K
Shared
0.00
None
0.00

Ecolab

SOLE
COM
Shares74.32K
TypeSH
Market value$17.4K
2.56%
Sole
74.32K
Shared
0.00
None
0.00

Nvidia Corp

SOLE
COM
Shares127.37K
TypeSH
Market value$17.1K
2.52%
Sole
127.37K
Shared
0.00
None
0.00

Linde

SOLE
COM
Shares39.71K
TypeSH
Market value$16.6K
2.45%
Sole
39.71K
Shared
0.00
None
0.00

Unilever

SOLE
COM
Shares262.75K
TypeSH
Market value$14.9K
2.19%
Sole
262.75K
Shared
0.00
None
0.00

AbbVie

SOLE
COM
Shares82.69K
TypeSH
Market value$14.7K
2.16%
Sole
82.69K
Shared
0.00
None
0.00

Danaher

SOLE
COM
Shares63.44K
TypeSH
Market value$14.6K
2.14%
Sole
63.44K
Shared
0.00
None
0.00

Digital Realty Trust

SOLE
COM
Shares80.44K
TypeSH
Market value$14.3K
2.10%
Sole
80.44K
Shared
0.00
None
0.00

Chubb

SOLE
COM
Shares47.37K
TypeSH
Market value$13.1K
1.93%
Sole
47.37K
Shared
0.00
None
0.00

Colgate Palmolive

SOLE
COM
Shares139.30K
TypeSH
Market value$12.7K
1.86%
Sole
139.30K
Shared
0.00
None
0.00

HDFC Bank

SOLE
COM
Shares195.78K
TypeSH
Market value$12.5K
1.84%
Sole
195.78K
Shared
0.00
None
0.00

Kroger

SOLE
COM
Shares203.71K
TypeSH
Market value$12.5K
1.83%
Sole
203.71K
Shared
0.00
None
0.00

AON

SOLE
COM
Shares34.61K
TypeSH
Market value$12.4K
1.83%
Sole
34.61K
Shared
0.00
None
0.00

Accenture Ltd

SOLE
COM
Shares35.06K
TypeSH
Market value$12.3K
1.82%
Sole
35.06K
Shared
0.00
None
0.00
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ZEVIN ASSET MANAGEMENT LLC 13F Holdings β€” 86 Positions | Finecho