Sponsored

The Analysis of ZEVIN ASSET MANAGEMENT LLC's Holdings & P&L

Currently, ZEVIN ASSET MANAGEMENT LLC holds 93 types of securities in its portfolio with a total value $723.0M. In the most recent quarter, they have increased their positions in N/A (+63.3K shares, valued at $12.5M), N/A (+36.4K shares, valued at $11.3M), NFLX (+102.3K shares, valued at $9.8M); decreased their positions in ECL (-20.2K shares, valued at $5.4M), ASML (-4.1K shares, valued at $5.4M), ADI (-12.9K shares, valued at $4.1M); initiated new positions in N/A (+63.3K shares, valued at $12.5M), N/A (+36.4K shares, valued at $11.3M), N/A (+5.3K shares, valued at $256.1K).

1M P&L

+28.5M+4.59%

3M P&L

+30.0M+4.83%

HY P&L

+36.6M+5.97%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A100.0M

16.9%

2Internet Retail50.0M

8.4%

3Semiconductors45.2M

7.6%

Top Industries by Stock Count

1N/A20 stocks

26.0%

2Drug Manufacturers - General7 stocks

9.1%

3Software - Application3 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL Apple123.4K shares-2.77%2026-03-312026-05-07

SHV iShares Barclays Short Treasury Bond ETF266.4K shares25.93%2026-03-312026-05-07

Alphabet Class C Alphabet Class C98.5K shares-10.00%2026-03-312026-05-07

NVDA Nvidia Corp161.2K shares0.74%2026-03-312026-05-07

TJX Tjx Companies171.9K shares-3.79%2026-03-312026-05-07

MSFT Microsoft73.4K shares2.36%2026-03-312026-05-07

MELI Mercadolibre15.4K shares1.65%2026-03-312026-05-07

V VISA87.8K shares-0.97%2026-03-312026-05-07

Sponsored

COST Costco24.7K shares-0.98%2026-03-312026-05-07

AMZN Amazon112.7K shares-0.37%2026-03-312026-05-07

ABBV AbbVie81.8K shares-0.82%2026-03-312026-05-07

ADP Automatic Data Processing87.4K shares3.43%2026-03-312026-05-07

VMBS Vanguard Mortgage-Backed Securities ETF364.2K shares5.49%2026-03-312026-05-07

ADI Analog Devices53.7K shares-19.33%2026-03-312026-05-07

Linde Linde32.5K shares-18.67%2026-03-312026-05-07

Alphabet Class A Alphabet Class A54.5K shares-16.07%2026-03-312026-05-07

Sponsored

ASML ASML Holdings NV-NY11.7K shares-25.78%2026-03-312026-05-07

CB Chubb46.4K shares-0.95%2026-03-312026-05-07

KR Kroger195.1K shares2.42%2026-03-312026-05-07

NFLX Netflix Inc143.4K shares248.36%2026-03-312026-05-07

DLR Digital Realty Trust75.3K shares-1.30%2026-03-312026-05-07

VGSH Vanguard Short-Term Treasury Bond ETF231.6K shares36.72%2026-03-312026-05-07

CRWD CrowdStrike Holdings34.2K shares2.25%2026-03-312026-05-07

EAGG Ishares ESG Aware US Aggregate Bond ETF278.6K shares3.49%2026-03-312026-05-07

Sponsored

LLY Lilly Eli & Company13.7K shares4.92%2026-03-312026-05-07

Astrazeneca PLC ADR Astrazeneca PLC ADR63.3K sharesnew addition2026-03-312026-05-07

Unilever Unilever219.0K shares-0.70%2026-03-312026-05-07

ECL Ecolab45.6K shares-30.72%2026-03-312026-05-07

NVS Novartis79.1K shares-2.34%2026-03-312026-05-07

SPY S P D R S&p 500 Etf17.8K shares2.23%2026-03-312026-05-07

Broadcom Ltd. Broadcom Ltd.36.4K sharesnew addition2026-03-312026-05-07

AON AON34.3K shares0.74%2026-03-312026-05-07

Sponsored

CL Colgate Palmolive127.3K shares-0.00%2026-03-312026-05-07

EMR Emerson Electric80.3K shares-25.83%2026-03-312026-05-07

PNC PNC50.5K shares-2.87%2026-03-312026-05-07

PLD Prologis Inc.70.5K shares0.29%2026-03-312026-05-07

Waste Connections Inc Waste Connections Inc49.9K shares7.58%2026-03-312026-05-07

DDOG Datadog Inc67.7K shares-3.71%2026-03-312026-05-07

HDB HDFC Bank318.6K shares-2.42%2026-03-312026-05-07

TRU Transunion110.6K shares2.53%2026-03-312026-05-07

Sponsored

CDNS Cadence Design Sys25.9K shares-6.45%2026-03-312026-05-07

VTEB Vanguard Tax-Exempt Bond ETF138.6K shares8.66%2026-03-312026-05-07

HD Home Depot20.7K shares5.15%2026-03-312026-05-07

SPGI S&P Global Inc15.1K shares1.21%2026-03-312026-05-07

National Grid Plc Adr National Grid Plc Adr65.7K shares3.02%2026-03-312026-05-07

Accenture Ltd Accenture Ltd27.3K shares-3.90%2026-03-312026-05-07

DHR Danaher15.8K shares-11.61%2026-03-312026-05-07

EXPD Expeditors14.3K shares-3.27%2026-03-312026-05-07

Sponsored

Vanguard S&P 500 ETF Vanguard S&P 500 ETF2.6K shares0.00%2026-03-312026-05-07

AMAT Applied Materials3.7K shares-8.96%2026-03-312026-05-07

IEF ishares Barclays 7-10 Year ETF13.1K shares7.44%2026-03-312026-05-07

AMGN Amgen Inc Com3.3K shares-2.98%2026-03-312026-05-07

ABT Abbott Laboratories9.9K shares0.00%2026-03-312026-05-07

DLN WisdomTree U.S. LargeCap Dividend11.3K shares0.00%2026-03-312026-05-07

ESGV Vanguard ESG US Stock ETF8.8K shares10.92%2026-03-312026-05-07

BGRN iShares Global Green Bond ETF20.6K shares-44.51%2026-03-312026-05-07

Sponsored

PG Procter & Gamble Co6.6K shares0.00%2026-03-312026-05-07

WMT Wal-Mart Stores Inc6.9K shares0.00%2026-03-312026-05-07

Invesco QQQ Trust Invesco QQQ Trust1.5K shares-1.72%2026-03-312026-05-07

MUB iShares Natnl AMT Free Muni Bond ETF7.5K shares-63.65%2026-03-312026-05-07

Merck & Co Inc New Merck & Co Inc New5.3K shares0.00%2026-03-312026-05-07

MCD Mc Donalds Corp1.9K shares0.00%2026-03-312026-05-07

GILD Gilead Sciences Inc.4.0K shares0.00%2026-03-312026-05-07

KO Coca Cola Company6.2K shares0.00%2026-03-312026-05-07

Sponsored

XOM Exxon Mobil Corp Com2.8K shares-27.72%2026-03-312026-05-07

VGIT Vanguard Intermediate Treasury7.8K shares-40.66%2026-03-312026-05-07

IEI Ishares 3-7 Year Treasury Bond3.8K shares-0.03%2026-03-312026-05-07

PEP Pepsico Incorporated2.9K shares-3.01%2026-03-312026-05-07

VPU Vanguard Utilities ETF2.2K shares0.00%2026-03-312026-05-07

VSGX Vanguard ESG Intl Stock6.0K shares16.22%2026-03-312026-05-07

Berkshire Hathawayinc Del Cl B New Berkshire Hathawayinc Del Cl B New899 shares-10.81%2026-03-312026-05-07

PFE Pfizer Incorporated14.6K shares-14.39%2026-03-312026-05-07

Sponsored

TSLA Tesla Motors1.1K shares-3.13%2026-03-312026-05-07

MMM 3m Company Com2.7K shares0.00%2026-03-312026-05-07

SUSA iShares MSCI USA ESG Select2.9K shares-25.70%2026-03-312026-05-07

BY Byline Bancorp Inc10.6K shares0.00%2026-03-312026-05-07

CSCO Cisco Systems Inc4.3K shares0.00%2026-03-312026-05-07

IVV Ishares Tr S&p 500 Index Fund482 shares0.00%2026-03-312026-05-07

BEP Brookfield Renewable Energy Partners LP9.5K shares0.00%2026-03-312026-05-07

BNS Bank of Nova Scotia4.4K shares0.00%2026-03-312026-05-07

Sponsored

GSY Invesco Ultrashort Duration5.9K shares0.00%2026-03-312026-05-07

JPM Jpmorgan Chase & Co987 shares-6.09%2026-03-312026-05-07

AB Alliance Bernstein Hldg Unit Ltd Partn7.5K shares9.27%2026-03-312026-05-07

GWW Grainger Ww Inc.246 shares-7.52%2026-03-312026-05-07

Vanguard Total Intl. Bond Fund Vanguard Total Intl. Bond Fund5.3K sharesnew addition2026-03-312026-05-07

SO Southern Co.2.6K shares0.00%2026-03-312026-05-07

JNJ Johnson And Johnson Com1.0K shares-3.71%2026-03-312026-05-07

ORLY O Reilly Automotive Inc.2.5K shares0.00%2026-03-312026-05-07

Sponsored

TEF Telefonica Sa Spain Adr53.6K shares0.00%2026-03-312026-05-07

SUB iShares Short-Term National Muni Bond ETF2.0K shares-70.00%2026-03-312026-05-07

VWOB Vanguard Emerging Markets Gov Bond3.2K shares0.00%2026-03-312026-05-07

TD Toronto-Dominion Bank2.2K shares0.00%2026-03-312026-05-07

GSK PLC ADR GSK PLC ADR3.6K sharesnew addition2026-03-312026-05-07

AAPL

Apple

-2.77%

Shares123.4K

Event2026-03-31

Filed2026-05-07

SHV

iShares Barclays Short Treasury Bond ETF

25.93%

Shares266.4K

Event2026-03-31

Filed2026-05-07

Alphabet Class C

-10.00%

Shares98.5K

Event2026-03-31

Filed2026-05-07

NVDA

Nvidia Corp

0.74%

Shares161.2K

Event2026-03-31

Filed2026-05-07

TJX

Tjx Companies

-3.79%

Shares171.9K

Event2026-03-31

Filed2026-05-07

MSFT

Microsoft

2.36%

Shares73.4K

Event2026-03-31

Filed2026-05-07

MELI

Mercadolibre

1.65%

Shares15.4K

Event2026-03-31

Filed2026-05-07

VISA

-0.97%

Shares87.8K

Event2026-03-31

Filed2026-05-07

COST

Costco

-0.98%

Shares24.7K

Event2026-03-31

Filed2026-05-07

AMZN

Amazon

-0.37%

Shares112.7K

Event2026-03-31

Filed2026-05-07

ABBV

AbbVie

-0.82%

Shares81.8K

Event2026-03-31

Filed2026-05-07

ADP

Automatic Data Processing

3.43%

Shares87.4K

Event2026-03-31

Filed2026-05-07

VMBS

Vanguard Mortgage-Backed Securities ETF

5.49%

Shares364.2K

Event2026-03-31

Filed2026-05-07

ADI

Analog Devices

-19.33%

Shares53.7K

Event2026-03-31

Filed2026-05-07

Linde

-18.67%

Shares32.5K

Event2026-03-31

Filed2026-05-07

Alphabet Class A

-16.07%

Shares54.5K

Event2026-03-31

Filed2026-05-07

ASML

ASML Holdings NV-NY

-25.78%

Shares11.7K

Event2026-03-31

Filed2026-05-07

Chubb

-0.95%

Shares46.4K

Event2026-03-31

Filed2026-05-07

Kroger

2.42%

Shares195.1K

Event2026-03-31

Filed2026-05-07

NFLX

Netflix Inc

248.36%

Shares143.4K

Event2026-03-31

Filed2026-05-07

DLR

Digital Realty Trust

-1.30%

Shares75.3K

Event2026-03-31

Filed2026-05-07

VGSH

Vanguard Short-Term Treasury Bond ETF

36.72%

Shares231.6K

Event2026-03-31

Filed2026-05-07

CRWD

CrowdStrike Holdings

2.25%

Shares34.2K

Event2026-03-31

Filed2026-05-07

EAGG

Ishares ESG Aware US Aggregate Bond ETF

3.49%

Shares278.6K

Event2026-03-31

Filed2026-05-07

LLY

Lilly Eli & Company

4.92%

Shares13.7K

Event2026-03-31

Filed2026-05-07

Astrazeneca PLC ADR

New

Shares63.3K

Event2026-03-31

Filed2026-05-07

Unilever

-0.70%

Shares219.0K

Event2026-03-31

Filed2026-05-07

ECL

Ecolab

-30.72%

Shares45.6K

Event2026-03-31

Filed2026-05-07

NVS

Novartis

-2.34%

Shares79.1K

Event2026-03-31

Filed2026-05-07

SPY

S P D R S&p 500 Etf

2.23%

Shares17.8K

Event2026-03-31

Filed2026-05-07

Broadcom Ltd.

New

Shares36.4K

Event2026-03-31

Filed2026-05-07

AON

0.74%

Shares34.3K

Event2026-03-31

Filed2026-05-07

Colgate Palmolive

-0.00%

Shares127.3K

Event2026-03-31

Filed2026-05-07

EMR

Emerson Electric

-25.83%

Shares80.3K

Event2026-03-31

Filed2026-05-07

PNC

-2.87%

Shares50.5K

Event2026-03-31

Filed2026-05-07

PLD

Prologis Inc.

0.29%

Shares70.5K

Event2026-03-31

Filed2026-05-07

Waste Connections Inc

7.58%

Shares49.9K

Event2026-03-31

Filed2026-05-07

DDOG

Datadog Inc

-3.71%

Shares67.7K

Event2026-03-31

Filed2026-05-07

HDB

HDFC Bank

-2.42%

Shares318.6K

Event2026-03-31

Filed2026-05-07

TRU

Transunion

2.53%

Shares110.6K

Event2026-03-31

Filed2026-05-07

CDNS

Cadence Design Sys

-6.45%

Shares25.9K

Event2026-03-31

Filed2026-05-07

VTEB

Vanguard Tax-Exempt Bond ETF

8.66%

Shares138.6K

Event2026-03-31

Filed2026-05-07

Home Depot

5.15%

Shares20.7K

Event2026-03-31

Filed2026-05-07

SPGI

S&P Global Inc

1.21%

Shares15.1K

Event2026-03-31

Filed2026-05-07

National Grid Plc Adr

3.02%

Shares65.7K

Event2026-03-31

Filed2026-05-07

Accenture Ltd

-3.90%

Shares27.3K

Event2026-03-31

Filed2026-05-07

DHR

Danaher

-11.61%

Shares15.8K

Event2026-03-31

Filed2026-05-07

EXPD

Expeditors

-3.27%

Shares14.3K

Event2026-03-31

Filed2026-05-07

Vanguard S&P 500 ETF

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-07

AMAT

Applied Materials

-8.96%

Shares3.7K

Event2026-03-31

Filed2026-05-07

IEF

ishares Barclays 7-10 Year ETF

7.44%

Shares13.1K

Event2026-03-31

Filed2026-05-07

AMGN

Amgen Inc Com

-2.98%

Shares3.3K

Event2026-03-31

Filed2026-05-07

ABT

Abbott Laboratories

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-07

DLN

WisdomTree U.S. LargeCap Dividend

0.00%

Shares11.3K

Event2026-03-31

Filed2026-05-07

ESGV

Vanguard ESG US Stock ETF

10.92%

Shares8.8K

Event2026-03-31

Filed2026-05-07

BGRN

iShares Global Green Bond ETF

-44.51%

Shares20.6K

Event2026-03-31

Filed2026-05-07

Procter & Gamble Co

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-07

WMT

Wal-Mart Stores Inc

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-07

Invesco QQQ Trust

-1.72%

Shares1.5K

Event2026-03-31

Filed2026-05-07

MUB

iShares Natnl AMT Free Muni Bond ETF

-63.65%

Shares7.5K

Event2026-03-31

Filed2026-05-07

Merck & Co Inc New

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-07

MCD

Mc Donalds Corp

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-07

GILD

Gilead Sciences Inc.

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-07

Coca Cola Company

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-07

XOM

Exxon Mobil Corp Com

-27.72%

Shares2.8K

Event2026-03-31

Filed2026-05-07

VGIT

Vanguard Intermediate Treasury

-40.66%

Shares7.8K

Event2026-03-31

Filed2026-05-07

IEI

Ishares 3-7 Year Treasury Bond

-0.03%

Shares3.8K

Event2026-03-31

Filed2026-05-07

PEP

Pepsico Incorporated

-3.01%

Shares2.9K

Event2026-03-31

Filed2026-05-07

VPU

Vanguard Utilities ETF

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-07

VSGX

Vanguard ESG Intl Stock

16.22%

Shares6.0K

Event2026-03-31

Filed2026-05-07

Berkshire Hathawayinc Del Cl B New

-10.81%

Shares899

Event2026-03-31

Filed2026-05-07

PFE

Pfizer Incorporated

-14.39%

Shares14.6K

Event2026-03-31

Filed2026-05-07

TSLA

Tesla Motors

-3.13%

Shares1.1K

Event2026-03-31

Filed2026-05-07

MMM

3m Company Com

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-07

SUSA

iShares MSCI USA ESG Select

-25.70%

Shares2.9K

Event2026-03-31

Filed2026-05-07

Byline Bancorp Inc

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-07

CSCO

Cisco Systems Inc

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-07

IVV

Ishares Tr S&p 500 Index Fund

0.00%

Shares482

Event2026-03-31

Filed2026-05-07

BEP

Brookfield Renewable Energy Partners LP

0.00%

Shares9.5K

Event2026-03-31

Filed2026-05-07

BNS

Bank of Nova Scotia

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-07

GSY

Invesco Ultrashort Duration

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-07

JPM

Jpmorgan Chase & Co

-6.09%

Shares987

Event2026-03-31

Filed2026-05-07

Alliance Bernstein Hldg Unit Ltd Partn

9.27%

Shares7.5K

Event2026-03-31

Filed2026-05-07

GWW

Grainger Ww Inc.

-7.52%

Shares246

Event2026-03-31

Filed2026-05-07

Vanguard Total Intl. Bond Fund

New

Shares5.3K

Event2026-03-31

Filed2026-05-07

Southern Co.

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-07

JNJ

Johnson And Johnson Com

-3.71%

Shares1.0K

Event2026-03-31

Filed2026-05-07

ORLY

O Reilly Automotive Inc.

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-07

TEF

Telefonica Sa Spain Adr

0.00%

Shares53.6K

Event2026-03-31

Filed2026-05-07

SUB

iShares Short-Term National Muni Bond ETF

-70.00%

Shares2.0K

Event2026-03-31

Filed2026-05-07

VWOB

Vanguard Emerging Markets Gov Bond

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-07

Toronto-Dominion Bank

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-07

GSK PLC ADR

New

Shares3.6K

Event2026-03-31

Filed2026-05-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available