Institutional Fund
Zevin Asset Management LLC
Boston, MACIK 13940965 filings on record
Portfolio Value
$723.00M
Q1 2026
Holdings
93
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-3.1%
from $745.77M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.3%
- Ishares Tr4.1%
- Alphabet Inc3.9%
- Nvidia Corporation3.9%
- Tjx Cos Inc New3.8%
- Microsoft Corp3.8%
- Other76.2%
Portfolio Holdings
93 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 123.4K | $31.32M | 4.3% | −3.5K | Reduced |
| 2 | Ishares Tr | 266.4K | $29.41M | 4.1% | +54.9K | Added |
| 3 | Alphabet Inc | 98.5K | $28.26M | 3.9% | −10.9K | Reduced |
| 4 | Nvidia Corporation | 161.2K | $28.12M | 3.9% | +1.2K | Added |
| 5 | Tjx Cos Inc New | 171.9K | $27.45M | 3.8% | −6.8K | Reduced |
| 6 | Microsoft Corp | 73.4K | $27.17M | 3.8% | +1.7K | Added |
| 7 | Mercadolibre Inc | 15.4K | $26.58M | 3.7% | +249 | Added |
| 8 | Visa Inc | 87.8K | $26.52M | 3.7% | −859 | Reduced |
| 9 | Costco Whsl Corp New | 24.7K | $24.57M | 3.4% | −243 | Reduced |
| 10 | Amazon Com Inc | 112.7K | $23.47M | 3.2% | −417 | Reduced |
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