Zevin Asset Management LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Zevin Asset Management LLC reported 98 stock positions worth $687.3 million. Its top holding was Microsoft (MSFT) at 5.4% of the portfolio, followed by MercadoLibre (MELI, 4.9%) and Apple (AAPL, 4.7%). Compared with Q2 2025, it opened 15 new positions, sold out of 1, added to 16 and reduced 44. The biggest buy was a new position in Prologis (PLD) and the biggest sale Automatic Data Processing (ADP, shares −13%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001394096
Portfolio Value
$687.3M (Q3 2025)
SEC Filing
0001394096-25-000006 ↗ filed Nov 10, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $601.3M Q1 2024 Q2 2024: $617.6M Q2 2024 Q3 2024: $646.6M Q3 2024 Q4 2024: $679.4M Q4 2024 Q1 2025: $630.9M Q1 2025 Q2 2025: $695.1M Q2 2025 Q3 2025: $687.3M $687.3M Q3 2025 Q4 2025: $745.8M Q4 2025 Q1 2026: $723.0M Q1 2026 Q2 2026: $712.7M Q2 2026

Holdings 98 stocks · $687.3M
MSFT Microsoft Corp. 5.36% 71,113 $36.8M Reduce -2.9%
MELI MercadoLibre Inc. 4.88% 14,344 $33.5M Reduce -1.3%
AAPL Apple Inc. 4.73% 127,785 $32.5M Reduce -6.5%
V Visa Inc. Class A 4.32% 87,032 $29.7M Reduce -4.7%
GOOG Alphabet Inc. Class C 3.96% 111,770 $27.2M Reduce -1.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.77% 179,234 $25.9M Reduce -7.0%
AMZN Amazon.com Inc. 3.74% 117,105 $25.7M Reduce -0.9%
NVDA Nvidia Corp. 3.58% 131,820 $24.6M Add +5.4%
ADP Automatic Data Processing 3.50% 81,981 $24.1M Reduce -12.6%
COST Costco Wholesale Corp. 3.27% 24,313 $22.5M Reduce -2.9%
ABBV Abbvie Inc. 2.93% 86,979 $20.1M Reduce -5.1%
LIN Linde PLC 2.57% 37,246 $17.7M Reduce -3.0%
ECL Ecolab Inc. 2.57% 64,463 $17.7M Reduce -8.9%
GOOGL Alphabet Inc. Class A 2.45% 69,141 $16.8M Reduce -11.6%
ADI Analog Devices Inc. 2.31% 64,674 $15.9M Reduce -4.1%
CRWD CrowdStrike Holdings Inc. Class A 2.29% 32,098 $15.7M Reduce -4.6%
ASML ASML Holding NV-NY Reg SHS 2.11% 14,967 $14.5M Reduce -8.3%
UL Unilever PLC 2.06% 238,501 $14.1M Reduce -3.8%
EMR Emerson Electric Co. 2.05% 107,566 $14.1M Reduce -22.6%
CB Chubb Ltd. 1.84% 44,730 $12.6M Reduce -7.7%
DLR Digital Realty Trust Inc. 1.83% 72,632 $12.6M Reduce -6.6%
KR Kroger Co. 1.77% 180,771 $12.2M Reduce -11.1%
AON Aon PLC Class A 1.69% 32,479 $11.6M Reduce -1.6%
SPY SS SPDR S&P 500 ETF Trust-US 1.63% 16,863 $11.2M Add +1.7%
NVS Novartis AG-Sponsored ADR 1.63% 87,207 $11.2M Reduce -12.2%
AZN Astrazeneca PLC-Spons ADR 1.60% 143,346 $11.0M Reduce -5.3%
DHR Danaher Corp. 1.60% 55,380 $11.0M Reduce -7.8%
HDB HDFC Bank Ltd.-ADR 1.57% 316,225 $10.8M Reduce -9.3%
CL Colgate-Palmolive Co. 1.43% 122,990 $9.8M Reduce -6.4%
DDOG Datadog Inc. Class A 1.43% 68,990 $9.8M Reduce -2.8%
KYCCF Keyence Corp. 1.39% 25,641 $9.6M Reduce -4.9%
LZAGY Lonza Group AG-Unspon ADR 1.27% 131,336 $8.8M Reduce -2.5%
TRU Transunion 1.25% 102,918 $8.6M Reduce -6.5%
CDNS Cadence Design SYS Inc. 1.23% 24,163 $8.5M Reduce -2.9%
SBGSY Schneider Elect SE-Unsp ADR 1.17% 143,808 $8.1M Reduce -1.7%
ISNPY Intesa Sanpaolo-Spon ADR 1.17% 202,489 $8.0M Reduce -1.9%
HD Home Depot Inc. 1.16% 19,754 $8.0M Reduce -10.5%
PLD Prologis Inc. 1.07% 64,435 $7.4M New
ACN Accenture PLC Class A 1.04% 28,973 $7.1M Reduce -9.6%
PNC PNC Financial Services Group 1.03% 35,354 $7.1M Reduce -16.9%
SPGI S&P Global Inc. 1.03% 14,552 $7.1M Reduce -5.4%
LLY Eli Lilly & Co. 1.02% 9,175 $7.0M Reduce -24.4%
SXYAY Sika AG-ADR 0.95% 291,556 $6.5M Reduce -7.5%
NGG National Grid PLC-SP ADR 0.66% 62,585 $4.5M Reduce -13.0%
NVO Novo-Nordisk A/S-Spons ADR 0.33% 41,017 $2.3M Reduce -45.8%
EXPD Expeditors Intl Wash Inc. 0.26% 14,749 $1.8M No change
VOO Vanguard S&P 500 ETF 0.22% 2,502 $1.5M Add +3.2%
Novo-Nordisk A/S Sedol# 707752 0.21% 26,311 $1.4M No change
ABT Abbott Laboratories 0.19% 9,869 $1.3M Add +7.1%
PG The Procter & Gamble Co. 0.15% 6,848 $1.1M Add +4.6%
AMGN Amgen Inc. 0.14% 3,356 $947K Add +12.7%
QQQ Invesco QQQ Trust Series 1 0.13% 1,467 $881K Add +126.0%
AMAT Applied Materials Inc. 0.12% 4,084 $836K No change
WMT Walmart Inc. 0.10% 6,854 $706K Reduce -6.3%
ESGV Vanguard ESG US Stock ETF 0.10% 5,955 $705K Add +36.3%
CGJIX Calvert US L/C GR Res Inx-I 0.10% 9,189 $697K No change
MCD McDonald's Corp. 0.09% 2,012 $611K Add +7.5%
SUSA iShares ESG Optimized MSCI U 0.08% 3,937 $534K No change
BRK.B Berkshire Hathaway Inc. Class B 0.07% 1,024 $515K Add +17.2%
PFE Pfizer Inc. 0.07% 20,102 $512K Add +17.5%
MRK Merck & Co. Inc. 0.07% 5,506 $462K No change
GILD Gilead Sciences Inc. 0.06% 4,006 $445K No change
TRLGX T Rowe PR LRG Cap GRW-I 0.06% 4,672 $444K No change
PEP Pepsico Inc. 0.06% 2,995 $421K No change
MMM 3M Co. 0.06% 2,694 $418K No change
VPU Vanguard Utilities ETF 0.06% 2,189 $415K Add +43.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 1,459 $412K Add +78.6%
CFJIX Calvert US L/C VL Res Inx-I 0.06% 10,887 $392K No change
JPM JPMorgan Chase & Co. 0.06% 1,222 $385K Add +11.4%
NFLX Netflix Inc. 0.05% 300 $360K No change
TSLA Tesla Inc. 0.05% 768 $342K New
XOM Exxon Mobil Corp. 0.05% 3,019 $340K Reduce -5.3%
KO The Coca-Cola Co. 0.05% 5,056 $335K Add +31.9%
MS Morgan Stanley 0.05% 2,034 $323K New
CRM Salesforce Inc. 0.05% 1,345 $319K New
KHC The Kraft Heinz Co. 0.04% 11,763 $306K New
K Kellanova 0.04% 3,611 $296K No change
CSCO Cisco Systems Inc. 0.04% 4,309 $295K No change
CDHIX Calvert Intl Resp Indx-I 0.04% 7,757 $288K No change
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX 0.04% 4,390 $284K No change
ORLY O'reilly Automotive Inc. 0.04% 2,550 $275K No change
CHRW C.H. Robinson Worldwide Inc. 0.04% 2,053 $272K New
TELFY Telefonica SA-Spon ADR 0.04% 53,575 $272K No change
MA Mastercard Inc. Class A 0.04% 472 $268K New
AB Alliancebernstein Holding LP 0.04% 6,863 $262K No change
GS Goldman Sachs Group Inc. 0.04% 323 $257K New
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.04% 266 $253K No change
SO The Southern Co. 0.04% 2,650 $251K No change
META Meta Platforms Inc. Class A 0.04% 341 $250K New
BEP Brookfield Renewable Partner 0.04% 9,483 $245K No change
JNJ Johnson & Johnson 0.03% 1,262 $234K New
VSGX Vanguard ESG Intl Stock ETF 0.03% 3,372 $234K Add +8.8%
MDB Mongodb Inc. 0.03% 706 $219K New
VFIAX Vanguard 500 Index-Adm 0.03% 348 $215K New
MRVL Marvell Technology Inc. 0.03% 2,508 $211K New
CELH Celsius Holdings Inc. 0.03% 3,628 $209K New
ADBE Adobe Inc. 0.03% 577 $204K New
Vodacom Group LTD Sedol# B65B4 0.03% 24,185 $187K No change

Portfolio Sells Q2 2025 → Q3 2025
ADP Automatic Data Processing Reduce -12.6% 3.50% −0.66
EMR Emerson Electric Co. Reduce -22.6% 2.05% −0.61
MELI MercadoLibre Inc. Reduce -1.3% 4.88% −0.58
NVO Novo-Nordisk A/S-Spons ADR Reduce -45.8% 0.33% −0.42
HDB HDFC Bank Ltd.-ADR Reduce -9.3% 1.57% −0.35
V Visa Inc. Class A Reduce -4.7% 4.32% −0.34
LLY Eli Lilly & Co. Reduce -24.4% 1.02% −0.34
ACN Accenture PLC Class A Reduce -9.6% 1.04% −0.34
KR Kroger Co. Reduce -11.1% 1.77% −0.33
COST Costco Wholesale Corp. Reduce -2.9% 3.27% −0.29
CL Colgate-Palmolive Co. Reduce -6.4% 1.43% −0.29
SXYAY Sika AG-ADR Reduce -7.5% 0.95% −0.28
CB Chubb Ltd. Reduce -7.7% 1.84% −0.18
CRWD CrowdStrike Holdings Inc. Class A Reduce -4.6% 2.29% −0.18
ECL Ecolab Inc. Reduce -8.9% 2.57% −0.18
KYCCF Keyence Corp. Reduce -4.9% 1.39% −0.17
TRU Transunion Reduce -6.5% 1.25% −0.14
SPGI S&P Global Inc. Reduce -5.4% 1.03% −0.14
UL Unilever PLC Reduce -3.8% 2.06% −0.12
DLR Digital Realty Trust Inc. Reduce -6.6% 1.83% −0.12
DHR Danaher Corp. Reduce -7.8% 1.60% −0.11
LZAGY Lonza Group AG-Unspon ADR Reduce -2.5% 1.27% −0.11
NGG National Grid PLC-SP ADR Reduce -13.0% 0.66% −0.11
PNC PNC Financial Services Group Reduce -16.9% 1.03% −0.11
NVS Novartis AG-Sponsored ADR Reduce -12.2% 1.63% −0.10
DSI iShares ESG MSCI KLD 400 ETF Sold out 0.00% −0.03
LIN Linde PLC Reduce -3.0% 2.57% −0.02
AON Aon PLC Class A Reduce -1.6% 1.69% −0.01
WMT Walmart Inc. Reduce -6.3% 0.10% −0.00
XOM Exxon Mobil Corp. Reduce -5.3% 0.05% 0.00
HD Home Depot Inc. Reduce -10.5% 1.16% +0.00
ADI Analog Devices Inc. Reduce -4.1% 2.31% +0.00
AMZN Amazon.com Inc. Reduce -0.9% 3.74% +0.01
SBGSY Schneider Elect SE-Unsp ADR Reduce -1.7% 1.17% +0.05
DDOG Datadog Inc. Class A Reduce -2.8% 1.43% +0.06
AZN Astrazeneca PLC-Spons ADR Reduce -5.3% 1.60% +0.08
MSFT Microsoft Corp. Reduce -2.9% 5.36% +0.12
CDNS Cadence Design SYS Inc. Reduce -2.9% 1.23% +0.13
ISNPY Intesa Sanpaolo-Spon ADR Reduce -1.9% 1.17% +0.14
ASML ASML Holding NV-NY Reg SHS Reduce -8.3% 2.11% +0.23
TJX TJX Companies Inc. Reduce -7.0% 3.77% +0.34
GOOGL Alphabet Inc. Class A Reduce -11.6% 2.45% +0.46
ABBV Abbvie Inc. Reduce -5.1% 2.93% +0.48
AAPL Apple Inc. Reduce -6.5% 4.73% +0.70
GOOG Alphabet Inc. Class C Reduce -1.5% 3.96% +1.06

Portfolio Buys Q2 2025 → Q3 2025
PLD Prologis Inc. New 1.07% +1.07
NVDA Nvidia Corp. Add +5.4% 3.58% +0.74
SPY SS SPDR S&P 500 ETF Trust-US Add +1.7% 1.63% +0.16
QQQ Invesco QQQ Trust Series 1 Add +126.0% 0.13% +0.08
TSLA Tesla Inc. New 0.05% +0.05
MS Morgan Stanley New 0.05% +0.05
CRM Salesforce Inc. New 0.05% +0.05
KHC The Kraft Heinz Co. New 0.04% +0.04
CHRW C.H. Robinson Worldwide Inc. New 0.04% +0.04
MA Mastercard Inc. Class A New 0.04% +0.04
GS Goldman Sachs Group Inc. New 0.04% +0.04
META Meta Platforms Inc. Class A New 0.04% +0.04
JNJ Johnson & Johnson New 0.03% +0.03
ESGV Vanguard ESG US Stock ETF Add +36.3% 0.10% +0.03
MDB Mongodb Inc. New 0.03% +0.03
VFIAX Vanguard 500 Index-Adm New 0.03% +0.03
MRVL Marvell Technology Inc. New 0.03% +0.03
CELH Celsius Holdings Inc. New 0.03% +0.03
ADBE Adobe Inc. New 0.03% +0.03
IBM Intl Business Machines Corp. Add +78.6% 0.06% +0.03
VOO Vanguard S&P 500 ETF Add +3.2% 0.22% +0.02
VPU Vanguard Utilities ETF Add +43.2% 0.06% +0.02
AMGN Amgen Inc. Add +12.7% 0.14% +0.02
PFE Pfizer Inc. Add +17.5% 0.07% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +17.2% 0.07% +0.01
ABT Abbott Laboratories Add +7.1% 0.19% +0.01
JPM JPMorgan Chase & Co. Add +11.4% 0.06% +0.01
MCD McDonald's Corp. Add +7.5% 0.09% +0.01
KO The Coca-Cola Co. Add +31.9% 0.05% +0.01
VSGX Vanguard ESG Intl Stock ETF Add +8.8% 0.03% +0.00
PG The Procter & Gamble Co. Add +4.6% 0.15% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 97$712.7MAAPL, GOOG, NVDA, SHV, MSFT
Q1 2026 93$723.0MAAPL, SHV, GOOG, NVDA, TJX
Q4 2025 97$745.8MMSFT, AAPL, GOOG, V, MELI
Q3 2025 98$687.3MMSFT, MELI, AAPL, V, GOOG
Q2 2025 84$695.1MMELI, MSFT, V, ADP, AAPL
Q1 2025 81$630.9MV, MELI, AAPL, ADP, MSFT
Q4 2024 86$679.4MAAPL, V, MSFT, ADP, MELI
Q3 2024 82$646.6MMELI, AAPL, MSFT, ADP, V
Q2 2024 79$617.6MAAPL, MSFT, MELI, V, GOOG
Q1 2024 83$601.3MMSFT, V, MELI, AAPL, ADP