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Zevin Asset Management Llc

13F Holdings
Filed: 2025-05-06
Portfolio Value
630.88K arrow_downward -7.14%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001394096
Filing Date
2025-05-06 11:16:00
Address
2 Oliver Street
Boston
MA
Prior Value
679.36K
Top 10 Holdings %
lock
Portfolio Value
Zevin Asset Management Llc
(13F - 2025-03-31)
Visa
-
2025-05-06
Value
32.20K
Shares
91.89K
Portfolio %
5.10%
Mercadolibre
-
2025-05-06
Value
31.82K
Shares
16.31K
Portfolio %
5.04%
Apple
AAPL
2025-05-06
Value
31.79K
Shares
143.12K
Portfolio %
5.04%
Automatic Data Processing
ADP
2025-05-06
Value
28.74K
Shares
94.07K
Portfolio %
4.56%
Microsoft
MSFT
2025-05-06
Value
27.60K
Shares
73.53K
Portfolio %
4.38%
Costco
COST
2025-05-06
Value
23.96K
Shares
25.33K
Portfolio %
3.80%
Tjx Companies
TJX
2025-05-06
Value
23.59K
Shares
193.69K
Portfolio %
3.74%
Amazon
AMZN
2025-05-06
Value
22.65K
Shares
119.05K
Portfolio %
3.59%
Analog Devices
ADI
2025-05-06
Value
20.18K
Shares
100.07K
Portfolio %
3.20%
Alphabet Class C
-
2025-05-06
Value
18.26K
Shares
116.88K
Portfolio %
2.89%
Top Increases | Zevin Asset Management Llc
(2024-12-31 → 2025-03-31)
Mercadolibre
-
2025-05-06
Value Change
arrow_upward 2.06K
Shares
arrow_upward -1194.00
Portfolio % Change
arrow_upward 0.66%
Portfolio %
5.04%
Abbvie
-
2025-05-06
Value Change
arrow_upward 2.38K
Shares
arrow_upward -1193.00
Portfolio % Change
arrow_upward 0.54%
Portfolio %
2.71%
Linde
-
2025-05-06
Value Change
arrow_upward 1.25K
Shares
arrow_upward -1322.00
Portfolio % Change
arrow_upward 0.39%
Portfolio %
2.83%
Chubb
-
2025-05-06
Value Change
arrow_upward 1.35K
Shares
arrow_upward 434.00
Portfolio % Change
arrow_upward 0.36%
Portfolio %
2.29%
Novartis
-
2025-05-06
Value Change
arrow_upward 1.52K
Shares
arrow_upward 872.00
Portfolio % Change
arrow_upward 0.35%
Portfolio %
1.79%
Kroger
KR
2025-05-06
Value Change
arrow_upward 1.24K
Shares
arrow_upward -1356.00
Portfolio % Change
arrow_upward 0.34%
Portfolio %
2.17%
Ecolab
ECL
2025-05-06
Value Change
arrow_upward 488.00
Shares
arrow_upward -3706.00
Portfolio % Change
arrow_upward 0.27%
Portfolio %
2.84%
Aon
-
2025-05-06
Value Change
arrow_upward 758.00
Shares
arrow_upward -1566.00
Portfolio % Change
arrow_upward 0.26%
Portfolio %
2.09%
Astrazeneca Plc Adr
AZN
2025-05-06
Value Change
arrow_upward 876.00
Shares
arrow_upward -4689.00
Portfolio % Change
arrow_upward 0.25%
Portfolio %
1.73%
Crowdstrike Holdings
CRWD
2025-05-06
Value Change
arrow_upward 231.00
Shares
arrow_upward -368.00
Portfolio % Change
arrow_upward 0.17%
Portfolio %
1.92%
Top Decreases | Zevin Asset Management Llc
(2024-12-31 → 2025-03-31)
T Rowe Price Large-Cap Growth
-
2025-05-06
Value Change
arrow_downward -30.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.06%
Cisco Systems Inc
CSCO
2025-05-06
Value Change
arrow_downward -26.00
Shares
arrow_downward -638.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.04%
Wal-Mart Stores Inc
WMT
2025-05-06
Value Change
arrow_downward -70.00
Shares
arrow_downward -578.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.10%
Applied Materials
AMAT
2025-05-06
Value Change
arrow_downward -72.00
Shares
arrow_downward -2.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.09%
Ishares Tr Kld 400 Social Inde
DSI
2025-05-06
Value Change
arrow_downward -68.00
Shares
arrow_downward -449.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.04%
Merck & Co Inc New
-
2025-05-06
Value Change
arrow_downward -122.00
Shares
arrow_downward -519.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.10%
Hdfc Bank
-
2025-05-06
Value Change
arrow_downward -962.00
Shares
arrow_downward -22083.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
1.83%
Jpmorgan Chase & Co
JPM
2025-05-06
Value Change
arrow_downward -104.00
Shares
arrow_downward -462.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.04%
Asml Holdings Nv-Ny
-
2025-05-06
Value Change
arrow_downward -984.00
Shares
arrow_downward -708.00
Portfolio % Change
arrow_downward 0.02%
Portfolio %
1.70%
Vanguard S&p 500 Etf
VOO
2025-05-06
Value Change
arrow_downward -257.00
Shares
arrow_downward -365.00
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.20%
Zevin Asset Management Llc (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Zevin Asset Management Llc
(2024-12-31 → 2025-03-31)
Lilly Eli & Company
LLY
2025-05-06
Value
add_circle 10.35K
Shares
12.54K
Portfolio %
1.64%
% Change
1.64%
S&p Global Inc
-
2025-05-06
Value
add_circle 7.90K
Shares
15.55K
Portfolio %
1.25%
% Change
1.25%
Calvert Us Large Cap Growth Re
-
2025-05-06
Value
add_circle 570.00
Shares
9.19K
Portfolio %
0.09%
% Change
0.09%
Calvert Us Large Cap Responsib
-
2025-05-06
Value
add_circle 353.00
Shares
10.89K
Portfolio %
0.06%
% Change
0.06%
Calvert International Responsi
-
2025-05-06
Value
add_circle 240.00
Shares
7.76K
Portfolio %
0.04%
% Change
0.04%
Int'l Business Machines Corp
IBM
2025-05-06
Value
add_circle 204.00
Shares
819.00
Portfolio %
0.03%
% Change
0.03%
Closed Positions | Zevin Asset Management Llc
(2024-12-31 → 2025-03-31)
Ambev S.a.
-
2025-02-10
Value
remove_circle 206.00
Shares
111.50K
Previous %
4.95%
% Change
-4.95%
Graco Inc
-
2025-02-10
Value
remove_circle 213.00
Shares
2.52K
Previous %
4.95%
% Change
-4.95%
Sherwin-Williams Co.
-
2025-02-10
Value
remove_circle 223.00
Shares
655.00
Previous %
4.95%
% Change
-4.95%
Vanguard Consumer Discretionar
-
2025-02-10
Value
remove_circle 234.00
Shares
623.00
Previous %
4.95%
% Change
-4.95%
Vanguard Healthcare Etf
-
2025-02-10
Value
remove_circle 244.00
Shares
963.00
Previous %
4.95%
% Change
-4.95%
Ulta Beauty
-
2025-02-10
Value
remove_circle 267.00
Shares
615.00
Previous %
4.95%
% Change
-4.95%
T Rowe Price Blue Chip Growht
-
2025-02-10
Value
remove_circle 376.00
Shares
2.01K
Previous %
4.95%
% Change
-4.95%
T Rowe Price Capital Appreciat
-
2025-02-10
Value
remove_circle 487.00
Shares
14.08K
Previous %
4.95%
% Change
-4.95%
United Parcel Service
-
2025-02-10
Value
remove_circle 1.08K
Shares
8.53K
Previous %
4.95%
% Change
-4.95%
Edp Renovaveis
-
2025-02-10
Value
remove_circle 3.49K
Shares
335.65K
Previous %
4.95%
% Change
-4.95%