ZEVIN ASSET MANAGEMENT LLC Q2 2025 Filing
Filed August 6, 2025
Portfolio Value
$695.1M
Holdings
84
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (84 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MELIMercadolibre | 14,525 | $38.0M | 5.46% | |
| 2 | MSFTMicrosoft | 73,248 | $36.4M | 5.24% | |
| 3 | VVISA | 91,346 | $32.4M | 4.67% | |
| 4 | ADPAutomatic Data Processing | 93,767 | $28.9M | 4.16% | |
| 5 | AAPLApple | 136,608 | $28.0M | 4.03% | |
| 6 | AMZNAmazon | 118,215 | $25.9M | 3.73% | |
| 7 | COSTCostco | 25,037 | $24.8M | 3.57% | |
| 8 | TJXTjx Companies | 192,824 | $23.8M | 3.43% | |
| 9 | —Alphabet Class C | 113,491 | $20.1M | 2.90% | |
| 10 | NVDANvidia Corp | 125,072 | $19.8M | 2.84% | |
| 11 | ECLEcolab | 70,779 | $19.1M | 2.74% | |
| 12 | EMREmerson Electric | 139,014 | $18.5M | 2.67% | |
| 13 | LINLinde | 38,412 | $18.0M | 2.59% | |
| 14 | CRWDCrowdStrike Holdings | 33,657 | $17.1M | 2.47% | |
| 15 | ABBVAbbVie | 91,642 | $17.0M | 2.45% | |
| 16 | ADIAnalog Devices | 67,451 | $16.1M | 2.31% | |
| 17 | ULUnilever | 247,812 | $15.2M | 2.18% | |
| 18 | KRKroger | 203,416 | $14.6M | 2.10% | |
| 19 | CBChubb | 48,447 | $14.0M | 2.02% | |
| 20 | —Alphabet Class A | 78,202 | $13.8M | 1.98% | |
| 21 | FQIDigital Realty Trust | 77,733 | $13.6M | 1.95% | |
| 22 | HDBHDFC Bank | 174,257 | $13.4M | 1.92% | |
| 23 | ASMLASML Holdings NV-NY | 16,330 | $13.1M | 1.88% | |
| 24 | NVSNovartis | 99,336 | $12.0M | 1.73% | |
| 25 | CLColgate Palmolive | 131,346 | $11.9M | 1.72% | |
| 26 | DHRDanaher | 60,052 | $11.9M | 1.71% | |
| 27 | AONAON | 33,024 | $11.8M | 1.70% | |
| 28 | —Keyence | 26,963 | $10.8M | 1.56% | |
| 29 | AZNAstrazeneca PLC ADR | 151,340 | $10.6M | 1.52% | |
| 30 | SPYS P D R S&p 500 Etf Tr Expirin | 16,586 | $10.2M | 1.47% | |
| 31 | TRUTransunion | 110,060 | $9.7M | 1.39% | |
| 32 | LZAGYLonza Group | 134,666 | $9.6M | 1.38% | |
| 33 | ACNAccenture Ltd | 32,043 | $9.6M | 1.38% | |
| 34 | DDOGDatadog Inc | 71,008 | $9.5M | 1.37% | |
| 35 | LLYLilly Eli & Company | 12,131 | $9.5M | 1.36% | |
| 36 | SXYAYSika AG | 315,110 | $8.6M | 1.23% | |
| 37 | SPGIS&P Global Inc | 15,389 | $8.1M | 1.17% | |
| 38 | HDHome Depot | 22,070 | $8.1M | 1.16% | |
| 39 | PNCPNC | 42,568 | $7.9M | 1.14% | |
| 40 | SBGSYSchneider Electric SE | 146,234 | $7.8M | 1.12% | |
| 41 | CDNSCadence Design Sys | 24,881 | $7.7M | 1.10% | |
| 42 | ISNPYIntesa Sanpaolo | 206,398 | $7.2M | 1.03% | |
| 43 | NGGNational Grid Plc Adr | 71,955 | $5.4M | 0.77% | |
| 44 | NVONovo Nordisk A/S-B | 75,740 | $5.2M | 0.75% | |
| 45 | NVONovo-Nordisk A/S | 26,311 | $1.8M | 0.26% | |
| 46 | EXPDExpeditors | 14,749 | $1.7M | 0.24% | |
| 47 | VOOVanguard S&P 500 ETF | 2,424 | $1.4M | 0.20% | |
| 48 | ABTAbbott Laboratories | 9,217 | $1.3M | 0.18% | |
| 49 | PGProcter & Gamble Co | 6,549 | $1.0M | 0.15% | |
| 50 | AMGNAmgen Inc Com | 2,977 | $831K | 0.12% | |
| 51 | AMATApplied Materials | 4,084 | $748K | 0.11% | |
| 52 | WMTWal-Mart Stores Inc | 7,312 | $715K | 0.10% | |
| 53 | CVMCCalvert US Large Cap Growth Re | 9,189 | $648K | 0.09% | |
| 54 | MCDMc Donalds Corp | 1,872 | $547K | 0.08% | |
| 55 | SUSAiShares MSCI USA ESG Select | 3,937 | $499K | 0.07% | |
| 56 | ESGVVanguard ESG US Stock ETF | 4,369 | $479K | 0.07% | |
| 57 | GILDGilead Sciences Inc. | 4,006 | $444K | 0.06% | |
| 58 | MRKMerck & Co Inc New | 5,506 | $436K | 0.06% | |
| 59 | BRK/BBerkshire Hathawayinc Del Cl | 874 | $425K | 0.06% | |
| 60 | PFEPfizer Incorporated | 17,102 | $415K | 0.06% | |
| 61 | TROWT Rowe Price Large-Cap Growth | 4,672 | $413K | 0.06% | |
| 62 | MMM3m Company Com | 2,694 | $410K | 0.06% | |
| 63 | NFLXNetflix Inc | 300 | $402K | 0.06% | |
| 64 | PEPPepsico Incorporated | 2,995 | $395K | 0.06% | |
| 65 | CVMCCalvert US Large Cap Responsib | 10,887 | $372K | 0.05% | |
| 66 | NDQInvesco QQQ Trust | 649 | $358K | 0.05% | |
| 67 | XOMExxon Mobil Corp Com | 3,189 | $344K | 0.05% | |
| 68 | JPMJpmorgan Chase & Co | 1,097 | $318K | 0.05% | |
| 69 | CSCOCisco Systems Inc | 4,309 | $299K | 0.04% | |
| 70 | KELKellanova | 3,611 | $287K | 0.04% | |
| 71 | ABAlliance Bernstein Hldg Unit L | 6,863 | $280K | 0.04% | |
| 72 | TELFYTelefonica Sa Spain Adr | 53,575 | $280K | 0.04% | |
| 73 | GWWGrainger Ww Inc. | 266 | $277K | 0.04% | |
| 74 | —Calvert International Responsi | 7,757 | $273K | 0.04% | |
| 75 | KOCoca Cola Company | 3,833 | $271K | 0.04% | |
| 76 | VPUVanguard Utilities ETF | 1,529 | $270K | 0.04% | |
| 77 | BNSBank of Nova Scotia | 4,390 | $243K | 0.03% | |
| 78 | SOSouthern Co. | 2,650 | $243K | 0.03% | |
| 79 | BEPBrookfield Renewable Energy Pa | 9,483 | $242K | 0.03% | |
| 80 | IBMInt'l Business Machines Corp | 817 | $241K | 0.03% | |
| 81 | DSIIshares Tr Kld 400 Social Inde | 2,003 | $233K | 0.03% | |
| 82 | ORLYO Reilly Automotive Inc. | 2,550 | $230K | 0.03% | |
| 83 | VSGXVanguard ESG Intl Stock | 3,098 | $203K | 0.03% | |
| 84 | —Vodacom Group LTD Sedol# B65B4 | 24,185 | $186K | 0.03% |