Data as of Q4 2025 (Dec 31, 2025)

ZEVIN ASSET MANAGEMENT LLC

•CIK: 1394096•Filing: Q4 2025

ZEVIN ASSET MANAGEMENT LLC manages $746M across a diversified portfolio of 97 positions. The fund exhibits significant concentration in mega-cap technology names, with top holdings including MSFT ($34.7M), AAPL ($34.5M), and GOOG ($34.3M). Further notable allocations include V ($31.1M), MLB1 ($30.5M), and NVDA ($29.8M). This structure suggests a conviction-driven, large-cap growth mandate utilizing established market leaders.

Total AUM
$745.8M
QoQ Performance
+8.5%
Positions
97
Top 10 Concentration
39.4%
Latest Filing
Q4 2025

Top Holdings Allocation

MSFT4.7%
AAPL4.6%
GOOG4.6%
V4.2%
MLB14.1%
NVDA4.0%
TJX3.7%
AMZN3.5%

📈 Biggest Buys

GOOG
Alphabet Class C
NEW
4.6% of portfolio
V
VISA
NEW
4.2% of portfolio
MLB1
Mercadolibre
NEW
4.1% of portfolio
SHV
iShares Barclays Short Treasury Bond ETF
NEW
3.1% of portfolio
GOOGL
Alphabet Class A
NEW
2.7% of portfolio

📉 Biggest Sells

DHR
Danaher
-67.7%
0.5% of portfolio
AMZN
Amazon
-3.4%
3.5% of portfolio
AAPL
Apple
-0.7%
4.6% of portfolio
TJX
Tjx Companies
-0.3%
3.7% of portfolio
PFE
Pfizer Incorporated
-14.9%
0.1% of portfolio

Sector Breakdown

Other47.3%
Technology21.7%
Financial7.9%
Consumer7.5%
Healthcare5.5%
Materials4.6%
ETF1.9%
Consumer Staples1.7%

🚪 Exited Positionssold since Q3 2025

—
Mercadolibre
SOLD
$33.5M
—
VISA
SOLD
$29.7M
GOOGL
Alphabet Class C
SOLD
$27.2M
ABBV
AbbVie
SOLD
$20.1M
—
Linde
SOLD
$17.7M
+39 more exited positions

Changes from Q3 2025

NEW43 new positions
↑24 increased
↓13 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

MSFT4.7%
Microsoft
$34.7M
AAPL4.6%
Apple
$34.5M
GOOG4.6%
Alphabet Class C
$34.3M
V4.2%
VISA
$31.1M
MLB14.1%
Mercadolibre
$30.5M

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