Zevin Asset Management LLC Top Holdings and 13F Report (2026) About Zevin Asset Management LLCInvestment ActivityZevin Asset Management LLC has $723.00 million in total holdings as of March 31, 2026.Zevin Asset Management LLC owns shares of 93 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 7.01% of the portfolio was purchased this quarter.About 5.64% of the portfolio was sold this quarter.This quarter, Zevin Asset Management LLC has purchased 97 new stocks and bought additional shares in 25 stocks.Zevin Asset Management LLC sold shares of 42 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $31,315,911iShares Short Treasury Bond ETF $29,405,032Alphabet $28,257,433NVIDIA $28,119,137TJX Companies $27,453,321 Largest New Holdings this Quarter G0593M107 - AstraZeneca $12,486,078 Holding11135F101 - Broadcom $11,252,004 Holding92203j407 - Vanguard Total International Bond ETF $256,107 Holding37733W204 - GSK $201,278 Holding Largest Purchases this Quarter AstraZeneca 63,310 shares (about $12.49M)Broadcom 36,354 shares (about $11.25M)Netflix 102,264 shares (about $9.83M)iShares Short Treasury Bond ETF 54,854 shares (about $6.06M)Vanguard Short-Term Treasury ETF 62,195 shares (about $3.64M) Largest Sales this Quarter Ecolab 20,231 shares (about $5.38M)ASML 4,063 shares (about $5.37M)Analog Devices 12,872 shares (about $4.10M)Linde 7,467 shares (about $3.70M)Emerson Electric 27,956 shares (about $3.66M) Sector Allocation Over TimeMap of 500 Largest Holdings ofZevin Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$31,315,911$890,549 â–¼-2.8%123,3934.3%Computer and TechnologySHViShares Short Treasury Bond ETF$29,405,032$6,055,334 â–²25.9%266,3744.1%ETFGOOGAlphabet$28,257,433$3,138,249 â–¼-10.0%98,5063.9%Computer and TechnologyNVDANVIDIA$28,119,137$206,838 â–²0.7%161,2343.9%Computer and TechnologyTJXTJX Companies$27,453,321$1,082,444 â–¼-3.8%171,9063.8%Retail/WholesaleMSFTMicrosoft$27,174,359$626,332 â–²2.4%73,4103.8%Computer and TechnologyMELIMercadoLibre$26,576,701$430,525 â–²1.6%15,3713.7%Retail/WholesaleVVisa$26,521,930$259,625 â–¼-1.0%87,7513.7%Business ServicesCOSTCostco Wholesale$24,566,694$242,130 â–¼-1.0%24,6553.4%Retail/WholesaleAMZNAmazon.com$23,465,331$86,848 â–¼-0.4%112,6683.2%Retail/WholesaleABBVAbbVie$17,801,373$146,371 â–¼-0.8%81,8492.5%MedicalADPAutomatic Data Processing$17,753,397$589,423 â–²3.4%87,3782.5%Computer and TechnologyVMBSVanguard Mortgage-Backed Securities ETF$17,097,604$890,173 â–²5.5%364,1662.4%ETFADIAnalog Devices$17,087,768$4,095,134 â–¼-19.3%53,7112.4%Computer and TechnologyLinde$16,120,435$3,701,796 â–¼-18.7%32,5172.2%COMGOOGLAlphabet$15,662,391$2,999,512 â–¼-16.1%54,4672.2%Computer and TechnologyASMLASML$15,449,883$5,366,579 â–¼-25.8%11,6972.1%Computer and TechnologyCBChubb$15,115,897$144,386 â–¼-0.9%46,3782.1%FinanceKRKroger$14,117,585$334,231 â–²2.4%195,1022.0%Retail/WholesaleNFLXNetflix$13,791,670$9,832,691 â–²248.4%143,4391.9%Consumer DiscretionaryDLRDigital Realty Trust$13,576,395$179,128 â–¼-1.3%75,3371.9%FinanceVGSHVanguard Short-Term Treasury ETF$13,556,009$3,640,900 â–²36.7%231,5681.9%ETFCRWDCrowdStrike$13,332,893$293,588 â–²2.3%34,1511.8%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$13,249,422$446,399 â–²3.5%278,6421.8%ETFLLYEli Lilly and Company$12,635,251$592,349 â–²4.9%13,7371.7%MedicalAZNCFAstraZeneca$12,486,078$12,486,078 â–²New Holding63,3101.7%MedicalUnilever$12,476,917$87,791 â–¼-0.7%219,0091.7%COMECLEcolab$12,135,452$5,381,800 â–¼-30.7%45,6191.7%Basic MaterialsNVSNovartis$12,080,544$289,461 â–¼-2.3%79,0871.7%MedicalSPYSPDR S&P 500 ETF Trust$11,583,856$252,332 â–²2.2%17,8121.6%FinanceAVGOBroadcom$11,252,004$11,252,004 â–²New Holding36,3541.6%Computer and TechnologyAONAON$11,058,835$81,018 â–²0.7%34,2611.5%FinanceCLColgate-Palmolive$10,851,626$170 â–¼0.0%127,3221.5%Consumer StaplesEMREmerson Electric$10,520,305$3,662,814 â–¼-25.8%80,2951.5%IndustrialsPNCThe PNC Financial Services Group$10,509,448$310,889 â–¼-2.9%50,5041.5%FinancePLDPrologis$9,320,661$27,361 â–²0.3%70,5151.3%FinanceWCNWaste Connections$8,101,543$570,490 â–²7.6%49,8741.1%Business ServicesDDOGDatadog$7,991,356$307,873 â–¼-3.7%67,6951.1%Computer and TechnologyHDBHDFC Bank$7,926,697$196,204 â–¼-2.4%318,5971.1%FinanceTRUTransUnion$7,654,770$188,958 â–²2.5%110,6341.1%Business ServicesCDNSCadence Design Systems$7,202,946$496,276 â–¼-6.4%25,9221.0%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$6,916,475$551,486 â–²8.7%138,6341.0%ETFHDHome Depot$6,817,041$334,159 â–²5.2%20,7270.9%Retail/WholesaleSPGIS&P Global$6,440,601$76,988 â–²1.2%15,1420.9%FinanceNGGNational Grid Transco$5,557,986$162,686 â–²3.0%65,6970.8%UtilitiesACNAccenture$5,418,879$219,904 â–¼-3.9%27,3280.7%Computer and TechnologyDHRDanaher$2,995,922$393,616 â–¼-11.6%15,8010.4%MedicalEXPDExpeditors International of Washington$2,043,319$69,180 â–¼-3.3%14,2660.3%TransportationVOOVanguard S&P 500 ETF$1,554,2280.0%2,6010.2%ETFAMATApplied Materials$1,270,775$125,095 â–¼-9.0%3,7180.2%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$1,252,385$86,756 â–²7.4%13,1220.2%ETFAMGNAmgen$1,145,624$35,185 â–¼-3.0%3,2560.2%MedicalABTAbbott Laboratories$1,013,2500.0%9,8690.1%MedicalDLNWisdomTree U.S. LargeCap Dividend Fund$1,009,4290.0%11,3000.1%FinanceESGVVanguard ESG U.S. Stock ETF$991,793$97,675 â–²10.9%8,8340.1%ETFBGRNiShares USD Green Bond ETF$978,416$784,831 â–¼-44.5%20,6110.1%ManufacturingPGProcter & Gamble$952,7260.0%6,5960.1%Consumer StaplesWal-Mart Stores Inc$859,5200.0%6,9160.1%COMQQQInvesco QQQ$855,958$15,007 â–¼-1.7%1,4830.1%FinanceMUBiShares National Muni Bond ETF$793,896$1,390,247 â–¼-63.7%7,4790.1%ETFMRKMerck & Co., Inc.$639,7020.0%5,3180.1%MedicalMCDMcDonald's$581,7990.0%1,8720.1%Retail/WholesaleGILDGilead Sciences$558,3160.0%4,0060.1%MedicalKOCocaCola$470,5210.0%6,1870.1%Consumer StaplesXOMExxonMobil$469,789$180,179 â–¼-27.7%2,7690.1%EnergyVGITVanguard Intermediate-Term Treasury ETF$463,604$317,704 â–¼-40.7%7,7850.1%ETFIEIiShares 3-7 Year Treasury Bond ETF$456,109$119 â–¼0.0%3,8460.1%ETFPEPPepsiCo$451,117$13,976 â–¼-3.0%2,9050.1%Consumer StaplesVPUVanguard Utilities ETF$433,7280.0%2,1890.1%ETFVSGXVanguard ESG International Stock ETF$432,204$60,329 â–²16.2%6,0250.1%ETFBRK.BBerkshire Hathaway$430,801$52,233 â–¼-10.8%8990.1%FinancePFEPfizer$411,119$69,105 â–¼-14.4%14,6410.1%MedicalTSLATesla$402,605$13,011 â–¼-3.1%1,0830.1%Auto/Tires/TrucksMMM3M$391,2500.0%2,6940.1%Multi-Sector ConglomeratesSUSAiShares MSCI USA ESG Select ETF$386,402$133,688 â–¼-25.7%2,9250.1%ETFBYByline Bancorp$335,4000.0%10,6240.0%FinanceCSCOCisco Systems$334,3350.0%4,3090.0%Computer and TechnologyIVViShares Core S&P 500 ETF$314,8470.0%4820.0%ETFBEPBrookfield Renewable Partners$309,5250.0%9,4830.0%UtilitiesBNSBank of Nova Scotia$304,2710.0%4,3900.0%FinanceGSYInvesco Ultra Short Duration ETF$295,7080.0%5,9000.0%ETFJPMJPMorgan Chase & Co.$290,336$18,826 â–¼-6.1%9870.0%FinanceABAllianceBernstein$280,763$23,812 â–²9.3%7,4990.0%FinanceGWWW.W. Grainger$268,339$21,816 â–¼-7.5%2460.0%IndustrialsBNDXVanguard Total International Bond ETF$256,107$256,107 â–²New Holding5,3300.0%ETFSOSouthern$255,7780.0%2,6500.0%UtilitiesJNJJohnson & Johnson$253,729$9,778 â–¼-3.7%1,0380.0%MedicalORLYO'Reilly Automotive$235,3910.0%2,5500.0%Retail/WholesaleTEFTelefonica$232,5160.0%53,5750.0%UtilitiesSUBiShares Short-Term National Muni Bond ETF$208,953$487,664 â–¼-70.0%1,9620.0%ETFVWOBVanguard Emerging Markets Government Bond ETF$208,7630.0%3,1780.0%ETFTDToronto Dominion Bank$205,6550.0%2,2040.0%FinanceGSKGSK$201,278$201,278 â–²New Holding3,6470.0%MedicalMagnum Ice Cream NV$0$780,519 â–¼-100.0%00.0%COMHYGiShares iBoxx $ High Yield Corporate Bond ETF$0$727,524 â–¼-100.0%00.0%ETFIBMInternational Business Machines$0$372,928 â–¼-100.0%00.0%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$0$332,856 â–¼-100.0%00.0%ETFCHRWC.H. Robinson Worldwide$0$330,040 â–¼-100.0%00.0%TransportationMUMicron Technology$0$323,940 â–¼-100.0%00.0%Computer and TechnologyMAMastercard$0$269,455 â–¼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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