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 84 equity positions with a total reported market value of $695.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

84
Positions
$695.1K
Total AUM (reported)
4.35M
Total Shares

Allocation by class

TOTAL AUM$695.1K84 positions
COM$679.2K97.7%
CEMF$13.7K2.0%
MF$1.7K0.2%
LP$522.000.1%

Portfolio Concentration

Top 315.4%4–1024.7%11–2532.7%Rest27.3%TOP 1040.0%0%100%
Top 3$106.8K15.4%
4–10$171.4K24.7%
11–25$227.4K32.7%
Rest$189.5K27.3%

Top 3 weight

15.4%

Top 10 weight

40.0%

Voting Authority Distribution

Total shares with voting rights: 4.35M

Sole

Full voting authority

4.35M

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)

Sole84
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings84
Rows:

Mercadolibre

SOLE
COM
Shares14.53K
TypeSH
Market value$38.0K
5.46%
Sole
14.53K
Shared
0.00
None
0.00

Microsoft

SOLE
COM
Shares73.25K
TypeSH
Market value$36.4K
5.24%
Sole
73.25K
Shared
0.00
None
0.00

VISA

SOLE
COM
Shares91.35K
TypeSH
Market value$32.4K
4.67%
Sole
91.35K
Shared
0.00
None
0.00

Automatic Data Processing

SOLE
COM
Shares93.77K
TypeSH
Market value$28.9K
4.16%
Sole
93.77K
Shared
0.00
None
0.00

Apple

SOLE
COM
Shares136.61K
TypeSH
Market value$28.0K
4.03%
Sole
136.61K
Shared
0.00
None
0.00

Amazon

SOLE
COM
Shares118.22K
TypeSH
Market value$25.9K
3.73%
Sole
118.22K
Shared
0.00
None
0.00

Costco

SOLE
COM
Shares25.04K
TypeSH
Market value$24.8K
3.57%
Sole
25.04K
Shared
0.00
None
0.00

Tjx Companies

SOLE
COM
Shares192.82K
TypeSH
Market value$23.8K
3.43%
Sole
192.82K
Shared
0.00
None
0.00

Alphabet Class C

SOLE
COM
Shares113.49K
TypeSH
Market value$20.1K
2.90%
Sole
113.49K
Shared
0.00
None
0.00

Nvidia Corp

SOLE
COM
Shares125.07K
TypeSH
Market value$19.8K
2.84%
Sole
125.07K
Shared
0.00
None
0.00

Ecolab

SOLE
COM
Shares70.78K
TypeSH
Market value$19.1K
2.74%
Sole
70.78K
Shared
0.00
None
0.00

Emerson Electric

SOLE
COM
Shares139.01K
TypeSH
Market value$18.5K
2.67%
Sole
139.01K
Shared
0.00
None
0.00

Linde

SOLE
COM
Shares38.41K
TypeSH
Market value$18.0K
2.59%
Sole
38.41K
Shared
0.00
None
0.00

CrowdStrike Holdings

SOLE
COM
Shares33.66K
TypeSH
Market value$17.1K
2.47%
Sole
33.66K
Shared
0.00
None
0.00

AbbVie

SOLE
COM
Shares91.64K
TypeSH
Market value$17.0K
2.45%
Sole
91.64K
Shared
0.00
None
0.00

Analog Devices

SOLE
COM
Shares67.45K
TypeSH
Market value$16.1K
2.31%
Sole
67.45K
Shared
0.00
None
0.00

Unilever

SOLE
COM
Shares247.81K
TypeSH
Market value$15.2K
2.18%
Sole
247.81K
Shared
0.00
None
0.00

Kroger

SOLE
COM
Shares203.42K
TypeSH
Market value$14.6K
2.10%
Sole
203.42K
Shared
0.00
None
0.00

Chubb

SOLE
COM
Shares48.45K
TypeSH
Market value$14.0K
2.02%
Sole
48.45K
Shared
0.00
None
0.00

Alphabet Class A

SOLE
COM
Shares78.20K
TypeSH
Market value$13.8K
1.98%
Sole
78.20K
Shared
0.00
None
0.00

Digital Realty Trust

SOLE
COM
Shares77.73K
TypeSH
Market value$13.6K
1.95%
Sole
77.73K
Shared
0.00
None
0.00

HDFC Bank

SOLE
COM
Shares174.26K
TypeSH
Market value$13.4K
1.92%
Sole
174.26K
Shared
0.00
None
0.00

ASML Holdings NV-NY

SOLE
COM
Shares16.33K
TypeSH
Market value$13.1K
1.88%
Sole
16.33K
Shared
0.00
None
0.00

Novartis

SOLE
COM
Shares99.34K
TypeSH
Market value$12.0K
1.73%
Sole
99.34K
Shared
0.00
None
0.00

Colgate Palmolive

SOLE
COM
Shares131.35K
TypeSH
Market value$11.9K
1.72%
Sole
131.35K
Shared
0.00
None
0.00
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ZEVIN ASSET MANAGEMENT LLC 13F Holdings β€” 84 Positions | Finecho