ZEVIN ASSET MANAGEMENT LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$630.9M
Holdings
81
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (81 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VVISA | 91,890 | $32.2M | 5.10% | |
| 2 | MELIMercadolibre | 16,313 | $31.8M | 5.04% | |
| 3 | AAPLApple | 143,124 | $31.8M | 5.04% | |
| 4 | ADPAutomatic Data Processing | 94,073 | $28.7M | 4.56% | |
| 5 | MSFTMicrosoft | 73,534 | $27.6M | 4.38% | |
| 6 | COSTCostco | 25,333 | $24.0M | 3.80% | |
| 7 | TJXTjx Companies | 193,685 | $23.6M | 3.74% | |
| 8 | AMZNAmazon | 119,052 | $22.7M | 3.59% | |
| 9 | ADIAnalog Devices | 100,073 | $20.2M | 3.20% | |
| 10 | —Alphabet Class C | 116,883 | $18.3M | 2.89% | |
| 11 | ECLEcolab | 70,616 | $17.9M | 2.84% | |
| 12 | LINLinde | 38,388 | $17.9M | 2.83% | |
| 13 | ABBVAbbVie | 81,498 | $17.1M | 2.71% | |
| 14 | EMREmerson Electric | 138,817 | $15.2M | 2.41% | |
| 15 | ULUnilever | 248,304 | $14.8M | 2.34% | |
| 16 | CBChubb | 47,804 | $14.4M | 2.29% | |
| 17 | KRKroger | 202,353 | $13.7M | 2.17% | |
| 18 | NVDANvidia Corp | 124,383 | $13.5M | 2.14% | |
| 19 | —Alphabet Class A | 86,351 | $13.4M | 2.12% | |
| 20 | AONAON | 33,046 | $13.2M | 2.09% | |
| 21 | DHRDanaher | 60,219 | $12.3M | 1.96% | |
| 22 | CRWDCrowdStrike Holdings | 34,317 | $12.1M | 1.92% | |
| 23 | CLColgate Palmolive | 128,573 | $12.0M | 1.91% | |
| 24 | HDBHDFC Bank | 173,695 | $11.5M | 1.83% | |
| 25 | NVSNovartis | 101,509 | $11.3M | 1.79% | |
| 26 | FQIDigital Realty Trust | 77,891 | $11.2M | 1.77% | |
| 27 | AZNAstrazeneca PLC ADR | 148,186 | $10.9M | 1.73% | |
| 28 | ASMLASML Holdings NV-NY | 16,198 | $10.7M | 1.70% | |
| 29 | —Keyence | 26,725 | $10.4M | 1.65% | |
| 30 | LLYLilly Eli & Company | 12,535 | $10.4M | 1.64% | |
| 31 | ACNAccenture Ltd | 32,855 | $10.3M | 1.63% | |
| 32 | TRUTransunion | 108,256 | $9.0M | 1.42% | |
| 33 | SPYS P D R S&p 500 Etf Tr Expirin | 15,787 | $8.8M | 1.40% | |
| 34 | LZAGYLonza Group | 134,325 | $8.3M | 1.31% | |
| 35 | SPGIS&P Global Inc | 15,550 | $7.9M | 1.25% | |
| 36 | HDHome Depot | 21,494 | $7.9M | 1.25% | |
| 37 | EXPDExpeditors | 63,589 | $7.6M | 1.21% | |
| 38 | PNCPNC | 42,555 | $7.5M | 1.19% | |
| 39 | SXYAYSika AG | 306,388 | $7.4M | 1.18% | |
| 40 | DDOGDatadog Inc | 67,547 | $6.7M | 1.06% | |
| 41 | NVONovo Nordisk A/S-B | 84,691 | $5.9M | 0.93% | |
| 42 | NVONovo-Nordisk A/S | 26,311 | $1.8M | 0.28% | |
| 43 | ABTAbbott Laboratories | 9,593 | $1.3M | 0.20% | |
| 44 | VOOVanguard S&P 500 ETF | 2,424 | $1.2M | 0.20% | |
| 45 | PGProcter & Gamble Co | 7,299 | $1.2M | 0.20% | |
| 46 | MRKMerck & Co Inc New | 7,306 | $656K | 0.10% | |
| 47 | WMTWal-Mart Stores Inc | 7,186 | $631K | 0.10% | |
| 48 | GILDGilead Sciences Inc. | 5,305 | $594K | 0.09% | |
| 49 | AMATApplied Materials | 4,084 | $593K | 0.09% | |
| 50 | MCDMc Donalds Corp | 1,872 | $585K | 0.09% | |
| 51 | NDQInvesco QQQ Trust | 1,246 | $584K | 0.09% | |
| 52 | CVMCCalvert US Large Cap Growth Re | 9,189 | $570K | 0.09% | |
| 53 | BRK/BBerkshire Hathawayinc Del Cl | 874 | $465K | 0.07% | |
| 54 | SUSAiShares MSCI USA ESG Select | 3,937 | $452K | 0.07% | |
| 55 | PEPPepsico Incorporated | 2,995 | $449K | 0.07% | |
| 56 | VFIAXVanguard 500 Index | 827 | $428K | 0.07% | |
| 57 | PFEPfizer Incorporated | 16,122 | $409K | 0.06% | |
| 58 | MMM3m Company Com | 2,694 | $396K | 0.06% | |
| 59 | ABAlliance Bernstein Hldg Unit L | 10,308 | $395K | 0.06% | |
| 60 | XOMExxon Mobil Corp Com | 3,189 | $379K | 0.06% | |
| 61 | JNJJohnson And Johnson Com | 2,241 | $372K | 0.06% | |
| 62 | SBUXStarbucks Corp | 3,711 | $364K | 0.06% | |
| 63 | TROWT Rowe Price Large-Cap Growth | 4,672 | $354K | 0.06% | |
| 64 | CVMCCalvert US Large Cap Responsib | 10,887 | $353K | 0.06% | |
| 65 | AMGNAmgen Inc Com | 1,062 | $331K | 0.05% | |
| 66 | KELKellanova | 3,611 | $298K | 0.05% | |
| 67 | ORLYO Reilly Automotive Inc. | 207 | $297K | 0.05% | |
| 68 | SOSouthern Co. | 3,150 | $290K | 0.05% | |
| 69 | NFLXNetflix Inc | 300 | $280K | 0.04% | |
| 70 | KOCoca Cola Company | 3,843 | $275K | 0.04% | |
| 71 | CSCOCisco Systems Inc | 4,319 | $267K | 0.04% | |
| 72 | GWWGrainger Ww Inc. | 266 | $263K | 0.04% | |
| 73 | JPMJpmorgan Chase & Co | 1,050 | $258K | 0.04% | |
| 74 | TELFYTelefonica Sa Spain Adr | 53,575 | $250K | 0.04% | |
| 75 | DSIIshares Tr Kld 400 Social Inde | 2,347 | $240K | 0.04% | |
| 76 | —Calvert International Responsi | 7,757 | $240K | 0.04% | |
| 77 | MQIFXFt Mutual Quest Fund | 15,428 | $231K | 0.04% | |
| 78 | CHRWCH Robinson Worldwide | 2,053 | $210K | 0.03% | |
| 79 | BEPBrookfield Renewable Energy Pa | 9,483 | $210K | 0.03% | |
| 80 | IBMInt'l Business Machines Corp | 819 | $204K | 0.03% | |
| 81 | —Vodacom Group LTD Sedol# B65B4 | 24,185 | $165K | 0.03% |