ZEVIN ASSET MANAGEMENT LLC

CIK 0001394096 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

ZEVIN ASSET MANAGEMENT LLC reported 97 positions worth $712.7M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: AAPL (4.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$712.7M
2026 Q2
Positions
97
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
37.3%
Est. Net Flow (Q)
2026 Q2
10 / 97 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAppleSH$33.6M4.71%116,067
2GOOGAlphabet Class CSH$33.2M4.66%94,073
3NVDANvidia CorpSH$29.2M4.10%145,878
4SHViShares Barclays Short Treasury Bond ETFSH$27.0M3.79%244,953
5MSFTMicrosoftSH$25.5M3.58%68,317
6VVISASH$25.2M3.53%73,331
7MELIMercadolibreSH$24.9M3.50%14,696
8TJXTjx CompaniesSH$23.3M3.27%153,607
9AMZNAmazonSH$23.0M3.22%96,432
10ASMLASML Holdings NV-NYSH$21.3M2.98%10,691

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does ZEVIN ASSET MANAGEMENT LLC hold as of Q2 2026?

ZEVIN ASSET MANAGEMENT LLC reported 97 positions worth $712.7M in its Q2 2026 13F filing. Largest positions: AAPL (4.7%), GOOG (4.7%), NVDA (4.1%), SHV (3.8%) and MSFT (3.6%).

What did ZEVIN ASSET MANAGEMENT LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did ZEVIN ASSET MANAGEMENT LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.