EdgeMarket › What Zevin Asset Management Llc reported owning
What Zevin Asset Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
723.0MPositions
93Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 31.3M | 4.3% | 123.4K | 309.35 | +36.9% |
| SHV iShares 0-1 Year Treasury Bond ETF | 29.4M | 4.1% | 266.4K | 110.31 | -0.0% |
| GOOG Alphabet Inc. | 28.3M | 3.9% | 98.5K | 341.75 | +70.7% |
| NVDA NVIDIA CORP | 28.1M | 3.9% | 161.2K | 214.72 | +22.4% |
| TJX TJX COMPANIES INC /DE/ | 27.5M | 3.8% | 171.9K | 140.53 | +1.6% |
| MSFT MICROSOFT CORP | 27.2M | 3.8% | 73.4K | 483.24 | -4.4% |
| MELI MERCADOLIBRE INC | 26.6M | 3.7% | 15.4K | 1,922.73 | -17.7% |
| V VISA INC. | 26.5M | 3.7% | 87.8K | 371.04 | +7.9% |
| COST COSTCO WHOLESALE CORP /NEW | 24.6M | 3.4% | 24.7K | 947.74 | -4.7% |
| AMZN AMAZON COM INC | 23.5M | 3.2% | 112.7K | 258.63 | +15.6% |
| ABBV AbbVie Inc. | 17.8M | 2.5% | 81.8K | 264.96 | +26.7% |
| ADP AUTOMATIC DATA PROCESSING INC | 17.8M | 2.5% | 87.4K | 280.81 | -9.1% |
| VMBS Vanguard Mortgage-Backed Securities ETF | 17.1M | 2.4% | 364.2K | 46.15 | -0.4% |
| ADI ANALOG DEVICES INC | 17.1M | 2.4% | 53.7K | 373.09 | +52.4% |
| LIN LINDE PLC | 16.1M | 2.2% | 32.5K | 487.57 | +1.1% |
| GOOGL Alphabet Inc. | 15.7M | 2.2% | 54.5K | 344.82 | +73.0% |
| ASML ASML HOLDING NV | 15.4M | 2.1% | 11.7K | 1,763.76 | +135.3% |
| CB Chubb Ltd | 15.1M | 2.1% | 46.4K | 340.99 | +21.9% |
| KR KROGER CO | 14.1M | 2.0% | 195.1K | 57.90 | -19.4% |
| NFLX NETFLIX INC | 13.8M | 1.9% | 143.4K | 79.59 | -34.4% |
| DLR DIGITAL REALTY TRUST, INC. | 13.6M | 1.9% | 75.3K | 190.62 | +15.3% |
| VGSH Vanguard Short-Term Treasury ETF | 13.6M | 1.9% | 231.6K | 58.13 | -0.9% |
| CRWD CrowdStrike Holdings, Inc. | 13.3M | 1.8% | 34.2K | 191.95 | +83.2% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 13.2M | 1.8% | 278.6K | 46.63 | -1.8% |
| LLY ELI LILLY & Co | 12.6M | 1.7% | 13.7K | 1,255.40 | +78.0% |
| AZN ASTRAZENECA PLC | 12.5M | 1.7% | 63.3K | 165.98 | — |
| UL UNILEVER PLC | 12.5M | 1.7% | 219.0K | 64.14 | -10.3% |
| ECL ECOLAB INC. | 12.1M | 1.7% | 45.6K | 281.63 | -1.3% |
| NVS NOVARTIS AG | 12.1M | 1.7% | 79.1K | 158.86 | +24.8% |
| SPY SPDR S&P 500 ETF TRUST | 11.6M | 1.6% | 17.8K | 765.72 | +20.0% |
| AVGO Broadcom Inc. | 11.3M | 1.6% | 36.4K | 368.45 | +26.5% |
| AON Aon plc | 11.1M | 1.5% | 34.3K | 355.11 | -5.1% |
| CL COLGATE PALMOLIVE CO | 10.9M | 1.5% | 127.3K | 91.08 | +5.8% |
| EMR EMERSON ELECTRIC CO | 10.5M | 1.5% | 80.3K | 157.26 | +20.1% |
| PNC PNC FINANCIAL SERVICES GROUP, INC. | 10.5M | 1.5% | 50.5K | 243.13 | +24.7% |
| PLD Prologis, Inc. | 9.3M | 1.3% | 70.5K | 141.80 | +28.7% |
| WCN Waste Connections, Inc. | 8.1M | 1.1% | 49.9K | 169.40 | -8.8% |
| DDOG Datadog, Inc. | 8.0M | 1.1% | 67.7K | 235.62 | +83.4% |
| HDB HDFC BANK LTD | 7.9M | 1.1% | 318.6K | 23.60 | -37.0% |
| TRU TransUnion | 7.7M | 1.1% | 110.6K | 84.61 | -3.6% |
| CDNS CADENCE DESIGN SYSTEMS INC | 7.2M | 1.0% | 25.9K | 319.02 | -7.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 6.9M | 1.0% | 138.6K | 49.54 | +1.4% |
| HD HOME DEPOT, INC. | 6.8M | 0.9% | 20.7K | 335.61 | -16.5% |
| SPGI S&P Global Inc. | 6.4M | 0.9% | 15.1K | 431.29 | -22.6% |
| NGG NATIONAL GRID PLC | 5.6M | 0.8% | 65.7K | 79.76 | +10.7% |
| ACN Accenture plc | 5.4M | 0.7% | 27.3K | 185.28 | -27.4% |
| DHR DANAHER CORP /DE/ | 3.0M | 0.4% | 15.8K | 218.85 | +3.5% |
| EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INC | 2.0M | 0.3% | 14.3K | 187.81 | +57.4% |
| VOO Vanguard S&P 500 ETF | 1.6M | 0.2% | 2.6K | 703.71 | +20.0% |
| AMAT APPLIED MATERIALS INC /DE | 1.3M | 0.2% | 3.7K | 492.32 | +205.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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