The Analysis of ZEVIN ASSET MANAGEMENT LLC's Holdings
Currently, ZEVIN ASSET MANAGEMENT LLC holds 97 types of securities in its portfolio with a total value $745.8M. In the most recent quarter, they have increased their positions in N/A (+109.4K shares, valued at $34.3M), V (+88.6K shares, valued at $31.1M), MELI (+15.1K shares, valued at $30.5M); decreased their positions in DHR (-37.5K shares, valued at $8.6M), AMZN (-4.0K shares, valued at $927.9K), AAPL (-883 shares, valued at $240.1K); initiated new positions in N/A (+109.4K shares, valued at $34.3M), V (+88.6K shares, valued at $31.1M), MELI (+15.1K shares, valued at $30.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT Microsoft71.7K shares0.85%2025-12-312026-02-12
AAPL Apple126.9K shares-0.69%2025-12-312026-02-12 V VISA88.6K sharesnew addition2025-12-312026-02-12 MELI Mercadolibre15.1K sharesnew addition2025-12-312026-02-12 NVDA Nvidia Corp160.0K shares21.41%2025-12-312026-02-12 TJX Tjx Companies178.7K shares-0.31%2025-12-312026-02-12 AMZN Amazon113.1K shares-3.43%2025-12-312026-02-12 SHV iShares Barclays Short Treasury Bond ETF211.5K sharesnew addition2025-12-312026-02-12 ADP Automatic Data Processing84.5K shares3.04%2025-12-312026-02-12 COST Costco24.9K shares2.41%2025-12-312026-02-12 ABBV AbbVie82.5K sharesnew addition2025-12-312026-02-12 ADI Analog Devices66.6K shares2.95%2025-12-312026-02-12 ECL Ecolab65.8K shares2.15%2025-12-312026-02-12 Linde Linde40.0K sharesnew addition2025-12-312026-02-12 ASML ASML Holdings NV-NY15.8K sharesnew addition2025-12-312026-02-12 VMBS Vanguard Mortgage-Backed Securities ETF345.2K sharesnew addition2025-12-312026-02-12 CRWD CrowdStrike Holdings33.4K shares4.05%2025-12-312026-02-12 CB Chubb46.8K sharesnew addition2025-12-312026-02-12 Unilever Unilever220.6K sharesnew addition2025-12-312026-02-12 EMR Emerson Electric108.3K shares0.64%2025-12-312026-02-12 LLY Lilly Eli & Company13.1K shares42.70%2025-12-312026-02-12 EAGG Ishares ESG Aware US Aggregate Bond ETF269.3K sharesnew addition2025-12-312026-02-12 AON AON34.0K sharesnew addition2025-12-312026-02-12 HDB HDFC Bank326.5K sharesnew addition2025-12-312026-02-12 KR Kroger190.5K shares5.37%2025-12-312026-02-12 SPY S P D R S&p 500 Etf Tr Expiring 01/22/211817.4K sharesnew addition2025-12-312026-02-12 DLR Digital Realty Trust76.3K shares5.09%2025-12-312026-02-12 NVS Novartis81.0K sharesnew addition2025-12-312026-02-12 PNC PNC52.0K shares47.08%2025-12-312026-02-12 CL Colgate Palmolive127.3K shares3.52%2025-12-312026-02-12 VGSH Vanguard Short-Term Treasury Bond ETF169.4K sharesnew addition2025-12-312026-02-12 DDOG Datadog Inc70.3K shares1.90%2025-12-312026-02-12 TRU Transunion107.9K shares4.84%2025-12-312026-02-12 PLD Prologis Inc.70.3K sharesnew addition2025-12-312026-02-12 CDNS Cadence Design Sys27.7K shares14.67%2025-12-312026-02-12 SPGI S&P Global Inc15.0K sharesnew addition2025-12-312026-02-12 Accenture Ltd Accenture Ltd28.4K sharesnew addition2025-12-312026-02-12 HD Home Depot19.7K shares-0.22%2025-12-312026-02-12 VTEB Vanguard Tax-Exempt Bond ETF127.6K sharesnew addition2025-12-312026-02-12 DHR Danaher17.9K shares-67.72%2025-12-312026-02-12 NFLX Netflix Inc41.2K shares13625.00%2025-12-312026-02-12 MUB iShares Natnl AMT Free Muni Bond ETF20.6K sharesnew addition2025-12-312026-02-12 EXPD Expeditors14.7K shares0.00%2025-12-312026-02-12 BGRN iShares Global Green Bond ETF37.1K sharesnew addition2025-12-312026-02-12 ABT Abbott Laboratories9.9K shares0.00%2025-12-312026-02-12 IEF ishares Barclays 7-10 Year ETF12.2K sharesnew addition2025-12-312026-02-12 AMGN Amgen Inc Com3.4K shares0.00%2025-12-312026-02-12 AMAT Applied Materials4.1K shares0.00%2025-12-312026-02-12 DLN WisdomTree U.S. LargeCap Dividend11.3K sharesnew addition2025-12-312026-02-12 ESGV Vanguard ESG US Stock ETF8.0K shares33.74%2025-12-312026-02-12 PG Procter & Gamble Co6.6K shares-3.68%2025-12-312026-02-12 VGIT Vanguard Intermediate Treasury13.1K sharesnew addition2025-12-312026-02-12 WMT Wal-Mart Stores Inc6.9K shares0.90%2025-12-312026-02-12 HYG iShares IBOXX USD Hi Yield Bond9.0K sharesnew addition2025-12-312026-02-12 SUB iShares Short-Term National Muni Bond ETF6.5K sharesnew addition2025-12-312026-02-12 MCD Mc Donalds Corp1.9K shares-6.96%2025-12-312026-02-12 SUSA iShares MSCI USA ESG Select3.9K shares0.00%2025-12-312026-02-12 TSLA Tesla Motors1.1K sharesnew addition2025-12-312026-02-12 GILD Gilead Sciences Inc.4.0K shares0.00%2025-12-312026-02-12 XOM Exxon Mobil Corp Com3.8K sharesnew addition2025-12-312026-02-12 IEI Ishares 3-7 Year Treasury Bond3.8K sharesnew addition2025-12-312026-02-12 KO Coca Cola Company6.2K shares22.37%2025-12-312026-02-12 MMM 3m Company Com2.7K sharesnew addition2025-12-312026-02-12 PEP Pepsico Incorporated3.0K shares0.00%2025-12-312026-02-12 PFE Pfizer Incorporated17.1K shares-14.92%2025-12-312026-02-12 VPU Vanguard Utilities ETF2.2K shares0.00%2025-12-312026-02-12 IBM Int'l Business Machines Corp1.3K shares-13.71%2025-12-312026-02-12 VSGX Vanguard ESG Intl Stock5.2K shares53.74%2025-12-312026-02-12 JPM Jpmorgan Chase & Co1.1K shares-13.99%2025-12-312026-02-12 CSCO Cisco Systems Inc4.3K shares0.00%2025-12-312026-02-12 IVV Ishares Tr S&p 500 Index Fund482 sharesnew addition2025-12-312026-02-12 CHRW CH Robinson Worldwide2.1K shares0.00%2025-12-312026-02-12 MU Micron Technology Inc1.1K sharesnew addition2025-12-312026-02-12 BNS Bank of Nova Scotia4.4K shares0.00%2025-12-312026-02-12 BY Byline Bancorp Inc10.6K sharesnew addition2025-12-312026-02-12 GSY Invesco Ultrashort Duration5.9K sharesnew addition2025-12-312026-02-12 MA Mastercard Inc.472 sharesnew addition2025-12-312026-02-12 GWW Grainger Ww Inc.266 shares0.00%2025-12-312026-02-12 AB Alliance Bernstein Hldg Unit Ltd Partn6.9K shares0.00%2025-12-312026-02-12 BEP Brookfield Renewable Energy Partners LP9.5K shares0.00%2025-12-312026-02-12 ORLY O Reilly Automotive Inc.2.5K shares0.00%2025-12-312026-02-12 SO Southern Co.2.6K shares0.00%2025-12-312026-02-12 JNJ Johnson And Johnson Com1.1K shares-14.58%2025-12-312026-02-12 TEF Telefonica Sa Spain Adr53.6K shares0.00%2025-12-312026-02-12 GS Goldman Sachs Group Com245 shares-24.15%2025-12-312026-02-12 VWOB Vanguard Emerging Markets Gov Bond3.2K sharesnew addition2025-12-312026-02-12 TD Toronto-Dominion Bank2.2K sharesnew addition2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available