DOSSIER · 13F-HR · Q2 2026

ZEVIN ASSET MANAGEMENT LLC

$713M in tracked AUM across 97 positions as of Q2 2026.

ZA
CIK 0001394096 · last filed Jun 30, 2026
Total AUM
$713M
as of Q2 2026
Holdings
97
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

ZEVIN ASSET MANAGEMENT LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
Apple
$34M116K4.7%
02
GOOG
Alphabet Class C
$33M94K4.7%
03
NVDA
Nvidia Corp
$29M146K4.1%
04
SHV
iShares Barclays Short Treasury Bond ETF
$27M245K3.8%
05
MSFT
Microsoft
$25M68K3.6%
06
V
VISA
$25M73K3.5%
07
MELI
Mercadolibre
$25M15K3.5%
08
TJX
Tjx Companies
$23M154K3.3%
09
AMZN
Amazon
$23M96K3.2%
10
N07059210
ASML Holdings NV-NY
$21M11K3.0%

Filing history

2026Q2Jun 30
$713M 1.4%
97 positionsView →
2026Q1Mar 31
$723M 3.0%
93 positionsView →
2025Q4Dec 31
$746M 8.5%
97 positionsView →
2025Q3Sep 30
$687M 1.1%
98 positionsView →
2025Q2Jun 30
$695M 10.2%
84 positionsLocked
2025Q1Mar 31
$631M 7.1%
81 positionsLocked
2024Q4Dec 31
$679M 5.1%
86 positionsLocked
2024Q3Sep 30
$647M 4.7%
82 positionsLocked
2024Q2Jun 30
$618M 2.7%
79 positionsLocked
2024Q1Mar 31
$601M 8.0%
83 positionsLocked
2023Q4Dec 31
$557M 12.0%
90 positionsLocked
2023Q3Sep 30
$497M 0.2%
87 positionsLocked
Showing 12 of 74