Boston Common Asset Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Boston Common Asset Management, LLC reported 186 stock positions worth $1.6 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 6.3% of the portfolio, followed by Nvidia (NVDA, 4.5%) and Apple (AAPL, 3.9%). Compared with Q4 2025, it opened 8 new positions, sold out of 17, added to 42 and reduced 127. The biggest buy was Applied Materials (AMAT, shares +139%) and the biggest sale Intuit (INTU, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001409427
- Portfolio Value
- $1.6B (Q1 2026)
- SEC Filing
- 0001409427-26-000004 ↗ filed May 7, 2026
Holdings Value
Holdings 186 stocks · $1.6B
| TSM Taiwan Semiconductor-SP ADR | 6.26% | 287,638 | $97.2M | Reduce -13.3% |
| NVDA Nvidia Corp. | 4.51% | 401,697 | $70.1M | Reduce -2.0% |
| AAPL Apple Inc. | 3.91% | 239,514 | $60.8M | Reduce -4.6% |
| MSFT Microsoft Corp. | 3.42% | 143,573 | $53.1M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 2.61% | 140,765 | $40.5M | Reduce -5.3% |
| AVGO Broadcom Inc. | 2.46% | 123,544 | $38.2M | Add +1.3% |
| GOOG Alphabet Inc. Class C | 2.37% | 128,309 | $36.8M | Reduce -5.3% |
| NFLX Netflix Inc. | 2.18% | 352,081 | $33.9M | Add +1.6% |
| V Visa Inc. Class A | 1.85% | 95,289 | $28.8M | Reduce -3.3% |
| MS Morgan Stanley | 1.70% | 159,949 | $26.3M | Reduce -8.4% |
| SPOT Spotify Technology SA | 1.64% | 52,596 | $25.5M | Add +64.0% |
| VRT Vertiv Holdings Co. Class A | 1.61% | 99,730 | $25.0M | Reduce -21.2% |
| MRK Merck & Co. Inc. | 1.54% | 198,680 | $23.9M | Reduce -2.2% |
| LLY Eli Lilly & Co. | 1.44% | 24,353 | $22.4M | Reduce -10.6% |
| CL Colgate-Palmolive Co. | 1.37% | 250,152 | $21.3M | Add +7.1% |
| HUBB Hubbell Inc. | 1.29% | 40,763 | $20.0M | Reduce -2.0% |
| NUSC Nuveen ESG Small-Cap ETF | 1.23% | 424,782 | $19.1M | Reduce -4.5% |
| WAB Wabtec Corp. | 1.19% | 74,048 | $18.5M | Reduce -2.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.16% | 112,746 | $18.0M | Reduce -3.9% |
| CRH CRH PLC | 1.15% | 170,491 | $17.9M | Reduce -20.9% |
| DGX Quest Diagnostics Inc. | 1.14% | 90,326 | $17.7M | Add +16.9% |
| TMUS T-Mobile US Inc. | 1.13% | 83,537 | $17.5M | Add +1.1% |
| XYL Xylem Inc. | 1.12% | 145,639 | $17.4M | Add +7.5% |
| AWK American Water Works Co. Inc. | 1.12% | 127,660 | $17.4M | Add +4.2% |
| CB Chubb Ltd. | 1.07% | 51,027 | $16.6M | Reduce -0.5% |
| HDB HDFC Bank Ltd.-ADR | 1.07% | 665,080 | $16.5M | Reduce -0.8% |
| NVS Novartis AG-Sponsored ADR | 1.06% | 108,116 | $16.5M | Reduce -4.5% |
| RHHBY Roche Holdings Ltd.-Spons ADR | 1.03% | 322,354 | $16.0M | Reduce -5.0% |
| VZ Verizon Communications Inc. | 1.02% | 316,689 | $15.9M | Add +6.8% |
| AMAT Applied Materials Inc. | 1.02% | 46,362 | $15.8M | Add +138.8% |
| ECL Ecolab Inc. | 0.90% | 52,301 | $13.9M | Reduce -2.1% |
| CRM Salesforce Inc. | 0.89% | 73,976 | $13.8M | Reduce -0.1% |
| DHR Danaher Corp. | 0.87% | 70,980 | $13.5M | Reduce -1.8% |
| CBRE CBRE Group Inc. Class A | 0.86% | 98,277 | $13.3M | Add +3.0% |
| ADI Analog Devices Inc. | 0.85% | 41,525 | $13.2M | Reduce -7.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.84% | 109,472 | $13.0M | Add +6.6% |
| COST Costco Wholesale Corp. | 0.82% | 12,727 | $12.7M | Reduce -4.0% |
| EW Edwards Lifesciences Corp. | 0.81% | 156,297 | $12.5M | Add +4.5% |
| HASI Ha Sustainable Infrastructur | 0.76% | 319,770 | $11.8M | Add +58.4% |
| TCOM Trip.com Group Ltd.-ADR | 0.75% | 235,273 | $11.7M | Add +18.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.75% | 240,092 | $11.7M | Reduce -4.5% |
| CME Cme Group Inc. | 0.75% | 39,517 | $11.7M | Reduce -3.1% |
| PG The Procter & Gamble Co. | 0.75% | 80,800 | $11.7M | Add +21.3% |
| WM Waste Management Inc. | 0.73% | 49,504 | $11.4M | Reduce -2.6% |
| GILD Gilead Sciences Inc. | 0.69% | 77,243 | $10.8M | Reduce -8.6% |
| AMGN Amgen Inc. | 0.67% | 29,640 | $10.4M | Reduce -10.4% |
| EMR Emerson Electric Co. | 0.65% | 76,719 | $10.1M | Reduce -3.6% |
| RL Ralph Lauren Corp. | 0.65% | 29,187 | $10.0M | Reduce -4.5% |
| BKNG Booking Holdings Inc. | 0.64% | 2,368 | $10.0M | Reduce -16.7% |
| CMI Cummins Inc. | 0.64% | 18,498 | $10.0M | Reduce -15.9% |
| FITB Fifth Third Bancorp | 0.64% | 213,439 | $9.9M | Reduce -3.5% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.62% | 566,845 | $9.6M | Reduce -4.4% |
| STLD Steel Dynamics Inc. | 0.61% | 52,682 | $9.5M | Reduce -7.1% |
| UL Unilever PLC-Sponsored ADR | 0.60% | 163,605 | $9.3M | Reduce -4.1% |
| HD Home Depot Inc. | 0.57% | 27,101 | $8.9M | Reduce -4.5% |
| ITUB Itau Unibanco H-Spon PRF ADR | 0.57% | 1,052,191 | $8.8M | Reduce -4.3% |
| SAP Sap SE-Sponsored ADR | 0.56% | 51,041 | $8.7M | Add +13.2% |
| AON Aon PLC Class A | 0.55% | 26,695 | $8.6M | Reduce -3.3% |
| HOCPY Hoya Corp.-Sponsored ADR | 0.55% | 49,739 | $8.6M | Reduce -0.4% |
| TT Trane Technologies PLC | 0.52% | 19,467 | $8.1M | Add +8.3% |
| AZN Astrazeneca PLC | 0.52% | 40,960 | $8.1M | Reduce -1.8% |
| MET Metlife Inc. | 0.50% | 109,516 | $7.7M | Reduce -11.2% |
| SGAPY Singapore Telecommunicat-ADR | 0.50% | 199,523 | $7.7M | Reduce -1.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.49% | 17,205 | $7.7M | Add +7.0% |
| PANW Palo Alto Networks Inc. | 0.49% | 47,194 | $7.6M | Add +10.8% |
| EBAY eBay Inc. | 0.48% | 82,401 | $7.5M | New |
| SSEZY Sse PLC-SPN ADR | 0.48% | 211,413 | $7.4M | Reduce -0.6% |
| MIELY Mitsubishi Electric-Unsp ADR | 0.46% | 109,414 | $7.1M | Reduce -11.7% |
| SCHW Schwab (charles) Corp. | 0.44% | 72,293 | $6.8M | Reduce -1.0% |
| SIEGY Siemens AG-Spons ADR | 0.43% | 54,881 | $6.7M | Reduce -1.0% |
| SONY Sony Group Corp. - SP ADR | 0.43% | 321,630 | $6.7M | Add +10.7% |
| FSLR First Solar Inc. | 0.43% | 33,477 | $6.6M | Reduce -3.2% |
| SBGSY Schneider Elect SE-Unsp ADR | 0.41% | 118,254 | $6.4M | Reduce -6.3% |
| PRYMY Prysmian SPA-Unsponsoree ADR | 0.41% | 110,663 | $6.4M | Reduce -0.2% |
| MU Micron Technology Inc. | 0.41% | 18,864 | $6.4M | Reduce -10.5% |
| ING ING Groep N.V.-Sponsored ADR | 0.41% | 244,179 | $6.4M | Reduce -6.2% |
| MELI MercadoLibre Inc. | 0.40% | 3,629 | $6.3M | Reduce -1.1% |
| SFM Sprouts Farmers Market Inc. | 0.40% | 80,634 | $6.2M | Add +61.9% |
| DTEGY Deutsche Telekom AG-Spon ADR | 0.39% | 162,538 | $6.0M | Reduce -7.5% |
| AZO AutoZone Inc. | 0.36% | 1,658 | $5.6M | Reduce -2.2% |
| CYATY Contemporary Amperex Technol | 0.34% | 265,954 | $5.3M | Add +27.1% |
| IX Orix - Sponsored ADR filed as ORIX CORP | 0.34% | 175,172 | $5.3M | Reduce -0.7% |
| OVCHY Oversea-Chinese Bank-Uns ADR | 0.34% | 152,710 | $5.2M | Reduce -0.8% |
| AXAHY AXA -Spons ADR filed as AXA SA | 0.33% | 111,298 | $5.1M | Reduce -28.4% |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.32% | 61,518 | $5.0M | Add +21.3% |
| CIB Grupo Cibest SA-ADR | 0.31% | 67,102 | $4.9M | Reduce -4.4% |
| VEOEY Veolia Environnement-ADR | 0.31% | 251,105 | $4.8M | Reduce -0.8% |
| IDEXY Inditex-Unspon ADR filed as Industria De Diseno Textil SA | 0.30% | 321,706 | $4.6M | Reduce -4.9% |
| ISNPY Intesa Sanpaolo-Spon ADR | 0.30% | 125,981 | $4.6M | Reduce -16.8% |
| NSRGY Nestle SA-Spons ADR | 0.29% | 45,958 | $4.6M | Reduce -0.6% |
| ASAZY Assa Abloy AB - Unsp ADR | 0.29% | 250,153 | $4.5M | Add +0.3% |
| ASMIY Asm International-NY Reg SHS | 0.28% | 5,843 | $4.4M | Reduce -14.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.28% | 3,297 | $4.4M | New |
| ATEYY Advantest Corp.- Spon ADR | 0.28% | 31,800 | $4.3M | Reduce -20.7% |
| ATLCY Atlas Copco AB-Spon ADR B SH | 0.28% | 276,429 | $4.3M | Add +0.9% |
| ABT Abbott Laboratories | 0.27% | 41,309 | $4.2M | Reduce -1.8% |
| AIQUY Air Liquide-Unsponsored ADR | 0.27% | 100,181 | $4.2M | Reduce -0.8% |
| AAGIY Aia Group Ltd.-SP ADR | 0.26% | 92,086 | $4.1M | Reduce -0.8% |
| SCBFY Standard Chartered- Unsp ADR | 0.26% | 96,222 | $4.0M | Add +14.6% |
| LOW Lowe's Cos Inc. | 0.26% | 16,811 | $4.0M | Reduce -0.7% |
Portfolio Sells Q4 2025 → Q1 2026
| INTU Intuit Inc. | Reduce -94.4% | 0.04% | −0.88 |
| MSFT Microsoft Corp. | Reduce -1.1% | 3.42% | −0.81 |
| BLD Topbuild Corp. | Sold out | 0.00% | −0.56 |
| CRH CRH PLC | Reduce -20.9% | 1.15% | −0.47 |
| HDB HDFC Bank Ltd.-ADR | Reduce -0.8% | 1.07% | −0.41 |
| LLY Eli Lilly & Co. | Reduce -10.6% | 1.44% | −0.32 |
| CRM Salesforce Inc. | Reduce -0.1% | 0.89% | −0.29 |
| WY Weyerhaeuser Co. | Sold out | 0.00% | −0.29 |
| BKNG Booking Holdings Inc. | Reduce -16.7% | 0.64% | −0.28 |
| V Visa Inc. Class A | Reduce -3.3% | 1.85% | −0.23 |
| ASHGY Ashtead Group PLC Spon ADR | Sold out | 0.00% | −0.22 |
| GOOGL Alphabet Inc. Class A | Reduce -5.3% | 2.61% | −0.20 |
| AAPL Apple Inc. | Reduce -4.6% | 3.91% | −0.20 |
| GOOG Alphabet Inc. Class C | Reduce -5.3% | 2.37% | −0.19 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.19 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.19 |
| ACN Accenture PLC Class A | Reduce -75.0% | 0.05% | −0.19 |
| RELX Relx PLC - Spon ADR | Sold out | 0.00% | −0.18 |
| MS Morgan Stanley | Reduce -8.4% | 1.70% | −0.17 |
| SGPYY Sage Group PLC-Unspon ADR | Sold out | 0.00% | −0.15 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.14 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.13 |
| DHR Danaher Corp. | Reduce -1.8% | 0.87% | −0.13 |
| EFA iShares MSCI Eafe ETF | Reduce -80.2% | 0.03% | −0.13 |
| AXAHY AXA -Spons ADR | Reduce -28.4% | 0.33% | −0.12 |
| FSLR First Solar Inc. | Reduce -3.2% | 0.43% | −0.12 |
| MMYT Makemytrip Ltd. | Reduce -30.1% | 0.05% | −0.10 |
| NVDA Nvidia Corp. | Reduce -2.0% | 4.51% | −0.10 |
| MET Metlife Inc. | Reduce -11.2% | 0.50% | −0.09 |
| KLAC KLA Corp. | Reduce -49.9% | 0.16% | −0.08 |
| ISNPY Intesa Sanpaolo-Spon ADR | Reduce -16.8% | 0.30% | −0.08 |
| ALBKY Alpha Services & HDS-SP ADR | Reduce -70.8% | 0.04% | −0.08 |
| BAC Bank of America Corp. | Reduce -4.5% | 0.75% | −0.08 |
| ROK Rockwell Automation Inc. | Reduce -34.2% | 0.14% | −0.08 |
| UL Unilever PLC-Sponsored ADR | Reduce -4.1% | 0.60% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -70.1% | 0.02% | −0.05 |
| TTDKY TDK Corp.-Sponsored ADR | Reduce -22.1% | 0.17% | −0.05 |
| ABT Abbott Laboratories | Reduce -1.8% | 0.27% | −0.04 |
| PROSY Prosus NV -Spon ADR | Reduce -0.4% | 0.17% | −0.04 |
| MELI MercadoLibre Inc. | Reduce -1.1% | 0.40% | −0.04 |
| IDEXY Inditex-Unspon ADR | Reduce -4.9% | 0.30% | −0.04 |
| SIEGY Siemens AG-Spons ADR | Reduce -1.0% | 0.43% | −0.04 |
| MICC The Magnum Ice Cream Co. NV | Sold out | 0.00% | −0.04 |
| AXP American Express Co. | Reduce -1.1% | 0.23% | −0.04 |
| CMI Cummins Inc. | Reduce -15.9% | 0.64% | −0.04 |
| NULV Nuveen ESG Large-Cap Val ETF | Sold out | 0.00% | −0.04 |
| STT State Street Corp. | Reduce -15.7% | 0.25% | −0.03 |
| AON Aon PLC Class A | Reduce -3.3% | 0.55% | −0.03 |
| ING ING Groep N.V.-Sponsored ADR | Reduce -6.2% | 0.41% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| AMAT Applied Materials Inc. | Add +138.8% | 1.02% | +0.72 |
| SPOT Spotify Technology SA | Add +64.0% | 1.64% | +0.52 |
| EBAY eBay Inc. | New | 0.48% | +0.48 |
| HASI Ha Sustainable Infrastructur | Add +58.4% | 0.76% | +0.37 |
| DGX Quest Diagnostics Inc. | Add +16.9% | 1.14% | +0.33 |
| VZ Verizon Communications Inc. | Add +6.8% | 1.02% | +0.30 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.28% | +0.28 |
| CL Colgate-Palmolive Co. | Add +7.1% | 1.37% | +0.26 |
| LIN Linde PLC | New | 0.23% | +0.23 |
| NFLX Netflix Inc. | Add +1.6% | 2.18% | +0.22 |
| BBVA Banco Bilbao Vizcaya-SP ADR | New | 0.22% | +0.22 |
| KGSPY Kingspan Group PLC-Unsp ADR | New | 0.20% | +0.20 |
| ARGX Argenx SE - ADR | New | 0.18% | +0.18 |
| PG The Procter & Gamble Co. | Add +21.3% | 0.75% | +0.18 |
| CFG Citizens Financial Group | New | 0.18% | +0.18 |
| SFM Sprouts Farmers Market Inc. | Add +61.9% | 0.40% | +0.16 |
| AWK American Water Works Co. Inc. | Add +4.2% | 1.12% | +0.16 |
| CYATY Contemporary Amperex Technol | Add +27.1% | 0.34% | +0.14 |
| TMUS T-Mobile US Inc. | Add +1.1% | 1.13% | +0.12 |
| BNY Bank of New York Mellon Corp. | Add +6.6% | 0.84% | +0.12 |
| SQM Quimica Y Minera Chil-SP ADR | Add +21.3% | 0.32% | +0.11 |
| TT Trane Technologies PLC | Add +8.3% | 0.52% | +0.10 |
| SKM SK Telecom Co. Ltd.-Spon ADR | Add +3.5% | 0.24% | +0.09 |
| MQBKY Macquarie Group Ltd.-ADR | Add +28.9% | 0.22% | +0.07 |
| VRTX Vertex Pharmaceuticals Inc. | Add +7.0% | 0.49% | +0.06 |
| EW Edwards Lifesciences Corp. | Add +4.5% | 0.81% | +0.04 |
| VGSR Vert GLB Sust Re ETF | New | 0.03% | +0.03 |
| JRONY Jeronimo Martins-Unspon ADR | Add +5.2% | 0.18% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +10.8% | 0.49% | +0.01 |
| SCBFY Standard Chartered- Unsp ADR | Add +14.6% | 0.26% | +0.01 |
| CSL Carlisle Cos Inc. | Add +0.6% | 0.11% | +0.01 |
| ATLCY Atlas Copco AB-Spon ADR B SH | Add +0.9% | 0.28% | +0.01 |
| XYL Xylem Inc. | Add +7.5% | 1.12% | +0.01 |
| LSEGY London Stock Ex Grp ADR Spon | Add +2.9% | 0.11% | +0.01 |
| SCMWY Swisscom AG-Sponsored ADR | Add +10.7% | 0.02% | +0.01 |
| TRUMY Terumo Corp.-Unspon ADR | Add +10.8% | 0.02% | +0.00 |
| SAXPY Sampo Oyj-A SHS-Unsp ADR | Add +10.4% | 0.01% | +0.00 |
| DSFIY DSM-Firmenich AG-SP ADR | Add +0.7% | 0.02% | −0.00 |
| SAUHY Straumann Holding AG-Uns ADR | Add +6.2% | 0.16% | −0.00 |
| BDRFY Beiersdorf AG-Unspon ADR | Add +14.2% | 0.10% | −0.00 |
| ASAZY Assa Abloy AB - Unsp ADR | Add +0.3% | 0.29% | −0.00 |
| AMADY Amadeus IT Group-Unsp ADR | Add +8.5% | 0.09% | −0.01 |
| TWODY Taylor Wimpey PLC-Unspon ADR | Add +4.9% | 0.13% | −0.01 |
| SONY Sony Group Corp. - SP ADR | Add +10.7% | 0.43% | −0.02 |
| INFY Infosys Ltd.-SP ADR | Add +1.1% | 0.18% | −0.04 |
| ADYEY Adyen NV-Unspon ADR | Add +5.3% | 0.12% | −0.05 |
| CBRE CBRE Group Inc. Class A | Add +3.0% | 0.86% | −0.07 |
| AVGO Broadcom Inc. | Add +1.3% | 2.46% | −0.08 |
| SAP Sap SE-Sponsored ADR | Add +13.2% | 0.56% | −0.10 |
| TCOM Trip.com Group Ltd.-ADR | Add +18.1% | 0.75% | −0.11 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 186 | $1.7B | TSM, NVDA, AAPL, MSFT, GOOGL |
| Q1 2026 | 186 | $1.6B | TSM, NVDA, AAPL, MSFT, GOOGL |
| Q4 2025Amended | 195 | $1.7B | TSM, NVDA, MSFT, AAPL, GOOGL |
| Q3 2025 | 299 | $3.6B | TSM, NVDA, MSFT, AAPL, GOOGL |
| Q2 2025 | 299 | $3.6B | TSM, MSFT, NVDA, AAPL, NFLX |
| Q1 2025 | 292 | $3.3B | TSM, MSFT, AAPL, DTEGF, BYDDF |
| Q4 2024 | 300 | $3.4B | TSM, AAPL, MSFT, DTEGF, SBGSF |
| Q3 2024 | 313 | $3.8B | TSM, SBGSF, DTEGF, PRYMF, MSFT |
| Q2 2024 | 314 | $3.9B | TSM, SBGSF, ORXCF, DTEGF, PRYMF |
| Q1 2024 | 304 | $4.2B | TSM, SBGSF, ORXCF, DTEGF, PRYMF |