ZEVIN ASSET MANAGEMENT LLC

data from 30/09/2025

Capitalization

$ 687.318 M -1.12 %

Average holding period

21 ans

Performance

$ 382.721 M 28 339.57 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ZEVIN ASSET MANAGEMENT LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT Microsoft 5.36% 36.833 M $ 71113 2013/06/30 1.505 M $ 4.13 %
2025/09/30 MELI Mercadolibre 4.88% 33.520 M $ 14344 2013/06/30 -4.019 M $ -10.59 %
2025/09/30 AAPL Apple 4.73% 32.538 M $ 127785 2012/12/31 6.757 M $ 24.11 %
2025/09/30 V VISA 4.32% 29.711 M $ 87032 2016/03/31 -1.249 M $ -3.85 %
2025/09/30 GOOG Alphabet Class C 3.96% 27.222 M $ 111770 2015/09/30 7.509 M $ 37.30 %
2025/09/30 TJX Tjx Companies 3.77% 25.907 M $ 179234 2011/03/31 4.059 M $ 17.05 %
2025/09/30 AMZN Amazon 3.74% 25.713 M $ 117105 2014/06/30 21.278 K $ 0.08 %
2025/09/30 NVDA Nvidia Corp 3.58% 24.595 M $ 131820 2023/06/30 3.576 M $ 18.10 %
2025/09/30 ADP Automatic Data Processing 3.50% 24.061 M $ 81981 2013/06/30 -1.397 M $ -4.83 %
2025/09/30 COST Costco 3.27% 22.505 M $ 24313 2013/06/30 -1.610 M $ -6.50 %
2025/09/30 ABBV AbbVie 2.93% 20.139 M $ 86979 2013/09/30 4.208 M $ 24.74 %
2025/09/30 LIN Linde 2.57% 17.692 M $ 37246 2023/03/31 223.557 K $ 1.24 %
2025/09/30 ECL Ecolab 2.57% 17.654 M $ 64463 2017/03/31 312.843 K $ 1.64 %
2025/09/30 GOOGL Alphabet Class A 2.45% 16.808 M $ 69141 2015/09/30 5.229 M $ 37.95 %
2025/09/30 ADI Analog Devices 2.31% 15.890 M $ 64674 2013/06/30 518.023 K $ 3.23 %
2025/09/30 CRWD CrowdStrike Holdings 2.29% 15.740 M $ 32098 2024/06/30 -637.127 K $ -3.72 %
2025/09/30 ASML ASML Holdings NV-NY 2.11% 14.490 M $ 14967 2024/03/31 2.722 M $ 20.80 %
2025/09/30 UL Unilever 2.06% 14.138 M $ 238501 2011/03/31 -468.364 K $ -3.09 %
2025/09/30 EMR Emerson Electric 2.05% 14.110 M $ 107566 2013/03/31 -298.880 K $ -1.61 %
2025/09/30 CB Chubb 1.84% 12.625 M $ 44730 2015/12/31 -361.899 K $ -2.58 %
2025/09/30 DLR Digital Realty Trust 1.83% 12.557 M $ 72632 2016/09/30 -112.712 K $ -0.83 %
2025/09/30 KR Kroger 1.77% 12.186 M $ 180771 2019/09/30 -878.757 K $ -6.02 %
2025/09/30 AON AON 1.69% 11.581 M $ 32479 2021/03/31 -5.944 K $ -0.05 %
2025/09/30 SPY S P D R S&p 500 Etf Tr Expirin 1.63% 11.234 M $ 16863 2020/09/30 801.601 K $ 7.82 %
2025/09/30 NVS Novartis 1.63% 11.183 M $ 87207 2014/06/30 718.199 K $ 5.97 %
2025/09/30 AZN Astrazeneca PLC ADR 1.60% 10.998 M $ 143346 2022/12/31 1.035 M $ 9.79 %
2025/09/30 DHR Danaher 1.60% 10.980 M $ 55380 2017/03/31 43.237 K $ 0.36 %
2025/09/30 HDB HDFC Bank 1.57% 10.802 M $ 316225 2018/03/31 -7.408 M $ -55.45 %
2025/09/30 CL Colgate Palmolive 1.43% 9.832 M $ 122990 2012/12/31 -1.440 M $ -12.06 %
2025/09/30 DDOG Datadog Inc 1.43% 9.824 M $ 68990 2024/12/31 573.034 K $ 6.01 %
2025/09/30 Keyence 1.39% 9.564 M $ 25641 2016/12/31 -771.681 K $ -7.13 %
2025/09/30 LZAGY Lonza Group 1.27% 8.752 M $ 131336 2023/09/30 -635.623 K $ -6.61 %
2025/09/30 TRU Transunion 1.25% 8.622 M $ 102918 2021/12/31 -464.453 K $ -4.80 %
2025/09/30 CDNS Cadence Design Sys 1.23% 8.488 M $ 24163 2025/06/30 1.073 M $ 13.99 %
2025/09/30 SBGSY Schneider Electric SE 1.17% 8.056 M $ 143808 2025/06/30 386.057 K $ 4.95 %
2025/09/30 Intesa Sanpaolo 1.17% 8.037 M $ 202489 2025/06/30 1.040 M $ 14.54 %
2025/09/30 HD Home Depot 1.16% 8.004 M $ 19754 2014/03/31 850.798 K $ 10.51 %
2025/09/30 PLD Prologis Inc. 1.07% 7.379 M $ 64435 2025/09/30 0.000 $ 0.00 %
2025/09/30 ACN Accenture Ltd 1.04% 7.145 M $ 28973 2023/09/30 -1.676 M $ -17.50 %
2025/09/30 PNC PNC 1.03% 7.104 M $ 35354 2021/03/31 617.661 K $ 7.78 %
2025/09/30 SPGI S&P Global Inc 1.03% 7.082 M $ 14552 2025/03/31 -624.485 K $ -7.70 %
2025/09/30 LLY Lilly Eli & Company 1.02% 7.001 M $ 9175 2025/03/31 -200.525 K $ -2.12 %
2025/09/30 SXYAY Sika AG 0.95% 6.508 M $ 291556 2023/03/31 -1.519 M $ -17.76 %
2025/09/30 NGG National Grid Plc Adr 0.66% 4.548 M $ 62585 2025/06/30 -125.201 K $ -2.34 %
2025/09/30 NVO Novo Nordisk A/S-B 0.33% 2.276 M $ 41017 2024/06/30 -1.025 M $ -19.60 %
2025/09/30 EXPD Expeditors 0.26% 1.808 M $ 14749 2015/09/30 123.006 K $ 7.30 %
2025/09/30 VOO Vanguard S&P 500 ETF 0.22% 1.532 M $ 2502 2023/09/30 107.504 K $ 7.81 %
2025/09/30 Novo-Nordisk A/S 0.21% 1.426 M $ 26311 2013/12/31 -402.032 K $ -21.99 %
2025/09/30 ABT Abbott Laboratories 0.19% 1.322 M $ 9869 2013/06/30 -19.079 K $ -1.52 %
2025/09/30 PG Procter & Gamble Co 0.15% 1.052 M $ 6848 2011/03/31 -37.132 K $ -3.56 %
2025/09/30 AMGN Amgen Inc Com 0.14% 947.000 K $ 3356 2023/09/30 8.901 K $ 1.07 %
2025/09/30 QQQ Invesco QQQ Trust 0.13% 881.000 K $ 1467 2023/09/30 31.625 K $ 8.83 %
2025/09/30 AMAT Applied Materials 0.12% 836.000 K $ 4084 2018/06/30 88.500 K $ 11.83 %
2025/09/30 WMT Wal-Mart Stores Inc 0.10% 706.000 K $ 6854 2023/09/30 38.607 K $ 5.40 %
2025/09/30 ESGV Vanguard ESG US Stock ETF 0.10% 705.000 K $ 5955 2025/06/30 38.447 K $ 8.03 %
2025/09/30 Calvert US Large Cap Growth Re 0.10% 697.000 K $ 9189 2025/03/31 48.977 K $ 7.56 %
2025/09/30 MCD Mc Donalds Corp 0.09% 611.000 K $ 2012 2011/03/31 21.939 K $ 4.01 %
2025/09/30 SUSA iShares MSCI USA ESG Select 0.08% 534.000 K $ 3937 2020/09/30 35.039 K $ 7.02 %
2025/09/30 BRK-B Berkshire Hathawayinc Del Cl 0.07% 515.000 K $ 1024 2020/03/31 14.831 K $ 3.49 %
2025/09/30 PFE Pfizer Incorporated 0.07% 512.000 K $ 20102 2011/03/31 21.206 K $ 5.11 %
2025/09/30 MRK Merck & Co Inc New 0.07% 462.000 K $ 5506 2013/06/30 26.263 K $ 6.02 %
2025/09/30 GILD Gilead Sciences Inc. 0.06% 445.000 K $ 4006 2019/12/31 520.000 $ 0.12 %
2025/09/30 T Rowe Price Large-Cap Growth 0.06% 444.000 K $ 4672 2024/06/30 30.975 K $ 7.50 %
2025/09/30 PEP Pepsico Incorporated 0.06% 421.000 K $ 2995 2011/03/31 25.158 K $ 6.37 %
2025/09/30 MMM 3m Company Com 0.06% 418.000 K $ 2694 2013/06/30 7.920 K $ 1.93 %
2025/09/30 VPU Vanguard Utilities ETF 0.06% 415.000 K $ 2189 2025/06/30 19.724 K $ 7.31 %
2025/09/30 IBM Int'l Business Machines Corp 0.06% 412.000 K $ 1459 2025/03/31 -10.310 K $ -4.28 %
2025/09/30 Calvert US Large Cap Responsib 0.06% 392.000 K $ 10887 2025/03/31 20.032 K $ 5.39 %
2025/09/30 JPM Jpmorgan Chase & Co 0.06% 385.000 K $ 1222 2023/09/30 27.995 K $ 8.80 %
2025/09/30 NFLX Netflix Inc 0.05% 360.000 K $ 300 2024/06/30 -42.063 K $ -10.46 %
2025/09/30 TSLA Tesla Motors 0.05% 342.000 K $ 768 2025/09/30 0.000 $ 0.00 %
2025/09/30 XOM Exxon Mobil Corp Com 0.05% 340.000 K $ 3019 2021/03/31 15.785 K $ 4.59 %
2025/09/30 KO Coca Cola Company 0.05% 335.000 K $ 5056 2021/12/31 -16.980 K $ -6.27 %
2025/09/30 MS Morgan Stanley 0.05% 323.000 K $ 2034 2025/09/30 0.000 $ 0.00 %
2025/09/30 CRM Salesforce.com Inc. 0.05% 319.000 K $ 1345 2025/09/30 0.000 $ 0.00 %
2025/09/30 KHC Kraft Heinz Company 0.04% 306.000 K $ 11763 2025/09/30 0.000 $ 0.00 %
2025/09/30 K Kellanova 0.04% 296.000 K $ 3611 2011/03/31 8.991 K $ 3.13 %
2025/09/30 CSCO Cisco Systems Inc 0.04% 295.000 K $ 4309 2023/03/31 -4.136 K $ -1.38 %
2025/09/30 Calvert International Responsi 0.04% 288.000 K $ 7757 2025/03/31 15.048 K $ 5.51 %
2025/09/30 BNS Bank of Nova Scotia 0.04% 284.000 K $ 4390 2025/06/30 41.178 K $ 16.95 %
2025/09/30 ORLY O Reilly Automotive Inc. 0.04% 275.000 K $ 2550 2022/06/30 45.084 K $ 19.60 %
2025/09/30 TEF Telefonica Sa Spain Adr 0.04% 272.000 K $ 53575 2019/12/31 -8.036 K $ -2.87 %
2025/09/30 CHRW CH Robinson Worldwide 0.04% 272.000 K $ 2053 2024/09/30 0.000 $ 0.00 %
2025/09/30 MA Mastercard Inc. 0.04% 268.000 K $ 472 2025/09/30 0.000 $ 0.00 %
2025/09/30 AB Alliance Bernstein Hldg Unit L 0.04% 262.000 K $ 6863 2024/03/31 -17.912 K $ -6.40 %
2025/09/30 GS Goldman Sachs Group Com 0.04% 257.000 K $ 323 2025/09/30 0.000 $ 0.00 %
2025/09/30 GWW Grainger Ww Inc. 0.04% 253.000 K $ 266 2023/03/31 -23.216 K $ -8.38 %
2025/09/30 SO Southern Co. 0.04% 251.000 K $ 2650 2024/06/30 7.790 K $ 3.21 %
2025/09/30 META Meta Platforms Inc. 0.04% 250.000 K $ 341 2025/09/30 0.000 $ 0.00 %
2025/09/30 BEP Brookfield Renewable Energy Pa 0.04% 245.000 K $ 9483 2024/12/31 2.655 K $ 1.10 %
2025/09/30 JNJ Johnson And Johnson Com 0.03% 234.000 K $ 1262 2023/09/30 0.000 $ 0.00 %
2025/09/30 VSGX Vanguard ESG Intl Stock 0.03% 234.000 K $ 3372 2025/06/30 11.989 K $ 5.91 %
2025/09/30 MDB MongoDB Inc 0.03% 219.000 K $ 706 2025/09/30 0.000 $ 0.00 %
2025/09/30 Vanguard 500 Index 0.03% 215.000 K $ 348 2024/12/31 0.000 $ 0.00 %
2025/09/30 MRVL Marvell Technology Group Ltd 0.03% 211.000 K $ 2508 2025/09/30 0.000 $ 0.00 %
2025/09/30 CELH Celsius Holdings Inc 0.03% 209.000 K $ 3628 2025/09/30 0.000 $ 0.00 %
2025/09/30 ADBE Adobe Systems Inc 0.03% 204.000 K $ 577 2025/09/30 0.000 $ 0.00 %
2025/09/30 Vodacom Group LTD Sedol# B65B4 0.03% 187.000 K $ 24185 2020/03/31 967.000 $ 0.52 %
2025/09/30 DSI Ishares Tr Kld 400 Social Inde 0.00% 0.000 $ 0 2023/03/31 0.000 $ 0.00 %