Boston Common Asset Management, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed May 7, 2026), Boston Common Asset Management, LLC reported 195 stock positions worth $1.7 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 6.1% of the portfolio, followed by Nvidia (NVDA, 4.6%) and Microsoft (MSFT, 4.2%). Compared with Q3 2025, it opened 13 new positions, sold out of 118, added to 21 and reduced 149. The biggest buy was a new position in Nuveen ESG Small-Cap ETF (NUSC) and the biggest sale an exit from Mitsubishi Ufj Financial Gro (MBFJF).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001409427
Portfolio Value
$1.7B (Q4 2025)
SEC Filing
0001409427-26-000006 ↗ filed May 7, 2026

Holdings Value

0$1.0B$2.0B$3.0B$4.0B$5.0B Q1 2024: $4.2B Q1 2024 Q2 2024: $3.9B Q2 2024 Q3 2024: $3.8B Q3 2024 Q4 2024: $3.4B Q4 2024 Q1 2025: $3.3B Q1 2025 Q2 2025: $3.6B Q2 2025 Q3 2025: $3.6B Q3 2025 Q4 2025: $1.7B $1.7B Q4 2025 Q1 2026: $1.6B Q1 2026 Q2 2026: $1.7B Q2 2026

Holdings 195 stocks · $1.7B
TSM Taiwan Semiconductor-SP ADR 6.08% 331,889 $100.9M Reduce -18.5%
NVDA Nvidia Corp. 4.61% 410,082 $76.5M Reduce -1.9%
MSFT Microsoft Corp. 4.23% 145,215 $70.2M Reduce -2.0%
AAPL Apple Inc. 4.11% 250,954 $68.2M Reduce -4.3%
GOOGL Alphabet Inc. Class A 2.80% 148,638 $46.5M Reduce -26.9%
GOOG Alphabet Inc. Class C 2.56% 135,526 $42.5M Reduce -12.4%
AVGO Broadcom Inc. 2.54% 121,944 $42.2M Reduce -7.1%
V Visa Inc. Class A 2.08% 98,501 $34.5M Add +1.2%
NFLX Netflix Inc. 1.96% 346,562 $32.5M Reduce -1.5%
MS Morgan Stanley 1.87% 174,599 $31.0M Reduce -23.1%
LLY Eli Lilly & Co. 1.76% 27,228 $29.3M Reduce -22.9%
CRH CRH PLC 1.62% 215,533 $26.9M Reduce -16.0%
HDB HDFC Bank Ltd.-ADR 1.48% 670,680 $24.5M Reduce -21.1%
MRK Merck & Co. Inc. 1.29% 203,207 $21.4M Reduce -18.0%
VRT Vertiv Holdings Co. Class A 1.24% 126,536 $20.5M Reduce -18.1%
NUSC Nuveen ESG Small-Cap ETF 1.20% 444,826 $19.9M New
CRM Salesforce Inc. 1.18% 74,082 $19.6M Reduce -35.0%
SPOT Spotify Technology SA 1.12% 32,080 $18.6M New
HUBB Hubbell Inc. 1.11% 41,611 $18.5M Reduce -24.1%
CL Colgate-Palmolive Co. 1.11% 233,650 $18.5M Reduce -21.0%
XYL Xylem Inc. 1.11% 135,520 $18.5M Add +8.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.09% 117,372 $18.0M Reduce -34.0%
RHHBY Roche Holdings Ltd.-Spons ADR 1.06% 339,393 $17.6M Reduce -7.9%
TMUS T-Mobile US Inc. 1.01% 82,658 $16.8M Reduce -22.0%
DHR Danaher Corp. 1.00% 72,302 $16.6M Reduce -16.3%
WAB Wabtec Corp. 0.97% 75,533 $16.1M Reduce -14.9%
CB Chubb Ltd. 0.96% 51,300 $16.0M Reduce -17.7%
AWK American Water Works Co. Inc. 0.96% 122,475 $16.0M Reduce -28.0%
NVS Novartis AG-Sponsored ADR 0.94% 113,266 $15.6M Reduce -8.8%
CBRE CBRE Group Inc. Class A 0.92% 95,417 $15.3M Reduce -14.5%
BKNG Booking Holdings Inc. 0.92% 2,844 $15.2M Reduce -30.9%
INTU Intuit Inc. 0.91% 22,829 $15.1M Reduce -2.2%
TCOM Trip.com Group Ltd.-ADR 0.86% 199,303 $14.3M Add +21.1%
ECL Ecolab Inc. 0.85% 53,427 $14.0M Reduce -0.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.83% 251,391 $13.8M Reduce -1.9%
DGX Quest Diagnostics Inc. 0.81% 77,289 $13.4M Reduce -17.8%
EW Edwards Lifesciences Corp. 0.77% 149,553 $12.7M Add +10.2%
ADI Analog Devices Inc. 0.73% 44,687 $12.1M Add +1.4%
VZ Verizon Communications Inc. 0.73% 296,381 $12.1M Reduce -33.0%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.72% 102,693 $11.9M Reduce -6.0%
COST Costco Wholesale Corp. 0.69% 13,255 $11.4M Reduce -1.3%
CMI Cummins Inc. 0.68% 21,991 $11.2M Reduce -1.2%
WM Waste Management Inc. 0.67% 50,852 $11.2M Reduce -17.7%
UL Unilever PLC-Sponsored ADR 0.67% 170,673 $11.2M Reduce -8.3%
CME Cme Group Inc. 0.67% 40,787 $11.1M Reduce -22.8%
SAP Sap SE-Sponsored ADR 0.66% 45,081 $11.0M Reduce -8.2%
AMGN Amgen Inc. 0.65% 33,098 $10.8M Reduce -28.2%
RL Ralph Lauren Corp. 0.65% 30,571 $10.8M Reduce -2.1%
EMR Emerson Electric Co. 0.64% 79,625 $10.6M Reduce -28.7%
GILD Gilead Sciences Inc. 0.62% 84,481 $10.4M Reduce -34.9%
FITB Fifth Third Bancorp 0.62% 221,235 $10.4M Reduce -19.9%
HD Home Depot Inc. 0.59% 28,393 $9.8M Reduce -1.4%
AON Aon PLC Class A 0.59% 27,617 $9.7M Reduce -29.8%
MET Metlife Inc. 0.59% 123,326 $9.7M Reduce -32.6%
STLD Steel Dynamics Inc. 0.58% 56,711 $9.6M Reduce -17.2%
PG The Procter & Gamble Co. 0.58% 66,597 $9.5M Reduce -46.1%
MUFG Mitsubishi Ufj Finl-Spon ADR 0.57% 593,184 $9.4M Add +3.7%
BLD Topbuild Corp. 0.56% 22,213 $9.3M Reduce -23.3%
FSLR First Solar Inc. 0.54% 34,590 $9.0M Reduce -26.6%
ITUB Itau Unibanco H-Spon PRF ADR 0.47% 1,099,984 $7.9M Reduce -27.5%
PANW Palo Alto Networks Inc. 0.47% 42,576 $7.8M Reduce -2.1%
SIEGY Siemens AG-Spons ADR 0.47% 55,433 $7.8M Add +5.0%
AZN Astrazeneca PLC 0.46% 83,424 $7.7M Reduce -56.7%
HOCPY Hoya Corp.-Sponsored ADR 0.45% 49,923 $7.5M Add +15.3%
AXAHY AXA -Spons ADR filed as AXA SA 0.45% 155,326 $7.5M Reduce -19.8%
SONY Sony Group Corp. - SP ADR 0.45% 290,651 $7.4M Add +10.7%
MELI MercadoLibre Inc. 0.45% 3,671 $7.4M Reduce -38.4%
SCHW Schwab (charles) Corp. 0.44% 73,054 $7.3M Reduce -38.6%
ING ING Groep N.V.-Sponsored ADR 0.44% 260,417 $7.3M Reduce -4.4%
VRTX Vertex Pharmaceuticals Inc. 0.44% 16,081 $7.3M Reduce -60.7%
MIELY Mitsubishi Electric-Unsp ADR 0.44% 123,968 $7.3M Reduce -9.2%
SGAPY Singapore Telecommunicat-ADR 0.43% 201,812 $7.1M Reduce -5.8%
TT Trane Technologies PLC 0.42% 17,977 $7.0M Reduce -20.5%
SBGSY Schneider Elect SE-Unsp ADR 0.42% 126,182 $7.0M Reduce -12.1%
HASI Ha Sustainable Infrastructur 0.38% 201,915 $6.3M Reduce -7.8%
ISNPY Intesa Sanpaolo-Spon ADR 0.38% 151,392 $6.3M Reduce -6.5%
SSEZY Sse PLC-SPN ADR 0.38% 212,630 $6.2M Reduce -22.2%
MU Micron Technology Inc. 0.36% 21,075 $6.0M Reduce -49.1%
AZO AutoZone Inc. 0.35% 1,696 $5.8M New
DTEGY Deutsche Telekom AG-Spon ADR 0.34% 175,690 $5.7M Reduce -14.1%
PRYMY Prysmian SPA-Unsponsoree ADR 0.34% 110,851 $5.6M Reduce -16.2%
IDEXY Inditex-Unspon ADR filed as Industria De Diseno Textil SA 0.34% 338,214 $5.6M Reduce -4.2%
ABT Abbott Laboratories 0.32% 42,055 $5.3M Reduce -7.9%
IX Orix - Sponsored ADR filed as ORIX CORP 0.31% 176,395 $5.2M Reduce -25.0%
ATEYY Advantest Corp.- Spon ADR 0.30% 40,081 $5.0M Reduce -22.1%
AMAT Applied Materials Inc. 0.30% 19,417 $5.0M Add +697.1%
ASAZY Assa Abloy AB - Unsp ADR 0.29% 249,309 $4.9M Reduce -4.5%
WY Weyerhaeuser Co. 0.29% 200,353 $4.7M Reduce -8.3%
OVCHY Oversea-Chinese Bank-Uns ADR 0.29% 153,964 $4.7M Reduce -35.6%
STT State Street Corp. 0.28% 36,469 $4.7M Reduce -46.1%
NSRGY Nestle SA-Spons ADR 0.28% 46,239 $4.6M Reduce -0.3%
CIB Grupo Cibest SA-ADR 0.27% 70,202 $4.5M Reduce -64.7%
ATLCY Atlas Copco AB-Spon ADR B SH 0.27% 273,902 $4.4M Reduce -3.3%
VEOEY Veolia Environnement-ADR 0.27% 253,260 $4.4M Reduce -3.8%
ALC Alcon Inc. filed as ALCON AG 0.27% 55,989 $4.4M Add +21.1%
AXP American Express Co. 0.26% 11,759 $4.4M Reduce -46.3%
ASMIY Asm International-NY Reg SHS 0.25% 6,819 $4.1M Reduce -10.2%
SCBFY Standard Chartered- Unsp ADR 0.25% 83,978 $4.1M New
LOW Lowe's Cos Inc. 0.25% 16,936 $4.1M Reduce -38.9%
KLAC KLA Corp. 0.24% 3,300 $4.0M Reduce -67.4%

Show all 195 holdings

Portfolio Sells Q3 2025 → Q4 2025
MBFJF Mitsubishi Ufj Financial Gro Sold out 0.00% −1.34
SMAWF Siemens AG-Reg Sold out 0.00% −1.16
SBGSF Schneider Electric SE Sold out 0.00% −1.15
IITSF Intesa Sanpaolo Reduce -98.6% 0.04% −1.11
PRYMF Prysmian SPA Sold out 0.00% −1.08
SNEJF Sony Group Corp. Sold out 0.00% −1.08
NASPERS Sold out 0.00% −1.07
OVCHF Oversea-Chinese Banking Corp. Sold out 0.00% −1.05
SNGNF Singapore Telecommunications Sold out 0.00% −1.04
MIELF Mitsubishi Electric Corp. Reduce -99.2% 0.02% −1.00
ORXCF Orix Corp. Reduce -98.8% 0.03% −0.95
SSEZF Sse PLC Sold out 0.00% −0.94
INGVF ING Groep NV Sold out 0.00% −0.91
DTEGF Deutsche Telekom AG-Reg Sold out 0.00% −0.90
HXSCF SK Hynix Inc. Sold out 0.00% −0.89
AXAHF AXA SA Sold out 0.00% −0.85
APHBF Alpha Bank SA Sold out 0.00% −0.83
ROCHE HOLDING AG-GENUSSCHEIN Sold out 0.00% −0.79
ASMXF Asm International NV Sold out 0.00% −0.79
HOCPF Hoya Corp. Sold out 0.00% −0.78
BABAF Alibaba Group Holding Ltd. Sold out 0.00% −0.74
PROSF Prosus NV Reduce -99.0% 0.01% −0.70
RLXXF Relx PLC Sold out 0.00% −0.67
IDEXF Industria DE Diseno Textil Sold out 0.00% −0.65
ASAZF Assa Abloy AB-B Sold out 0.00% −0.65
HVRRF Hannover Rueck SE Sold out 0.00% −0.63
PIAIF Ping An Insurance Group Co. Class H Sold out 0.00% −0.62
BYDDF BYD Co. Ltd. Class H Sold out 0.00% −0.62
UNLYF Unilever PLC Sold out 0.00% −0.61
ATLFF Atlas Copco AB-B SHS Reduce -98.1% 0.03% −0.61
DLTEF Delta Electronics Inc. Sold out 0.00% −0.60
AJINF Ajinomoto Co. Inc. Sold out 0.00% −0.59
NSRGF Nestle SA-Reg Sold out 0.00% −0.58
ASHTF Ashtead Group PLC Sold out 0.00% −0.56
TTNDF Techtronic Industries Co. Ltd. Sold out 0.00% −0.55
TTDKF TDK Corp. Reduce -99.1% 0.01% −0.55
ADVANTEST CORP Sold out 0.00% −0.54
KTWIF Kurita Water Industries Ltd. Sold out 0.00% −0.51
SAPGF Sap SE Sold out 0.00% −0.50
AAIGF Aia Group Ltd. Sold out 0.00% −0.49
AHODF Koninklijke Ahold Delhaize N Sold out 0.00% −0.47
Novo-Nordisk A/S Sedol# 707752 Sold out 0.00% −0.46
NVSEF Novartis AG-Reg Sold out 0.00% −0.45
KYCCF Keyence Corp. Reduce -97.0% 0.03% −0.45
HD HYUNDAI ELECTRIC CO LTD Sold out 0.00% −0.44
MCQEF Macquarie Group Ltd. Sold out 0.00% −0.44
ADYYF Adyen NV Sold out 0.00% −0.44
CNVVF Convatec Group PLC Reduce -99.0% 0.01% −0.42
TDHOF T&D Holdings Inc. Sold out 0.00% −0.41
JRONF Jeronimo Martins Sold out 0.00% −0.40

Portfolio Buys Q3 2025 → Q4 2025
NUSC Nuveen ESG Small-Cap ETF New 1.20% +1.20
V Visa Inc. Class A Add +1.2% 2.08% +1.15
SPOT Spotify Technology SA New 1.12% +1.12
XYL Xylem Inc. Add +8.7% 1.11% +0.60
TCOM Trip.com Group Ltd.-ADR Add +21.1% 0.86% +0.52
EW Edwards Lifesciences Corp. Add +10.2% 0.77% +0.47
ADI Analog Devices Inc. Add +1.4% 0.73% +0.43
AZO AutoZone Inc. New 0.35% +0.35
MUFG Mitsubishi Ufj Finl-Spon ADR Add +3.7% 0.57% +0.31
AMAT Applied Materials Inc. Add +697.1% 0.30% +0.29
HOCPY Hoya Corp.-Sponsored ADR Add +15.3% 0.45% +0.29
SIEGY Siemens AG-Spons ADR Add +5.0% 0.47% +0.27
SCBFY Standard Chartered- Unsp ADR New 0.25% +0.25
SONY Sony Group Corp. - SP ADR Add +10.7% 0.45% +0.24
CYATY Contemporary Amperex Technol New 0.20% +0.20
ALC Alcon Inc. Add +21.1% 0.27% +0.17
EFA iShares MSCI Eafe ETF New 0.16% +0.16
EEM iShares MSCI Emerging Market New 0.14% +0.14
ZM Zoom Communications Inc. New 0.13% +0.13
SAUHY Straumann Holding AG-Uns ADR Add +17.1% 0.16% +0.10
MMYT Makemytrip Ltd. Add +21.7% 0.16% +0.09
TWODY Taylor Wimpey PLC-Unspon ADR Add +0.2% 0.14% +0.08
TCEHY Tencent Holdings Ltd.-Uns ADR Add +162.5% 0.09% +0.08
SPY SS SPDR S&P 500 ETF Trust-US Add +234.8% 0.08% +0.07
PNGAY Ping An Insurance-ADR Add +6.9% 0.10% +0.06
IWM iShares Russell 2000 ETF New 0.04% +0.04
GBOOY Grupo Fin Banorte-Spon ADR Add +44.4% 0.06% +0.04
NULV Nuveen ESG Large-Cap Val ETF New 0.04% +0.04
DON Wisdomtree US Midcap Dividen New 0.03% +0.03
ATLKY Atlas Copco AB-Spons ADR A Add +26.3% 0.03% +0.02
BDOUY Bdo Unibank Inc.-Spon ADR Add +35.0% 0.03% +0.02
VEA Vanguard Ftse Developed ETF New 0.01% +0.01
GSK GSK PLC-Spon ADR New 0.01% +0.01
BABA Alibaba Group Holding-SP ADR Add +2.0% 0.02% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 186$1.7BTSM, NVDA, AAPL, MSFT, GOOGL
Q1 2026 186$1.6BTSM, NVDA, AAPL, MSFT, GOOGL
Q4 2025Amended 195$1.7BTSM, NVDA, MSFT, AAPL, GOOGL
Q3 2025 299$3.6BTSM, NVDA, MSFT, AAPL, GOOGL
Q2 2025 299$3.6BTSM, MSFT, NVDA, AAPL, NFLX
Q1 2025 292$3.3BTSM, MSFT, AAPL, DTEGF, BYDDF
Q4 2024 300$3.4BTSM, AAPL, MSFT, DTEGF, SBGSF
Q3 2024 313$3.8BTSM, SBGSF, DTEGF, PRYMF, MSFT
Q2 2024 314$3.9BTSM, SBGSF, ORXCF, DTEGF, PRYMF
Q1 2024 304$4.2BTSM, SBGSF, ORXCF, DTEGF, PRYMF