Zevin Asset Management LLC Purchases and Sells in Q2 2025

Zevin Asset Management LLC

$695 Million
Q2 2025

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	689 + 0.55%	$94.31 - $157.99 $65K - $109K	125K $19.8M
EMR	197 + 0.14%	$94.15 - $133.33 $18.5K - $26.3K	139K $18.5M
DDOG	3.46K + 5.12%	$87.0 - $134.33 $301K - $465K	71K $9.54M
ASML	132 + 0.81%	$595.37 - $815.24 $78.6K - $108K	16.3K $13.1M
HDB	562 + 0.32%	$63.78 - $77.48 $35.8K - $43.5K	174K $13.4M
SPY	799 + 5.06%	$496.48 - $617.85 $397K - $494K	16.6K $10.2M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SBGSY	146K New	$40.53 - $53.96 $5.93M - $7.89M	146K $7.81M
CDNS	24.9K New	$231.64 - $323.08 $5.76M - $8.04M	24.9K $7.67M
ISNPY	206K New	$25.4 - $34.65 $5.24M - $7.15M	206K $7.15M
NGG	72K New	$62.74 - $74.79 $4.51M - $5.38M	72K $5.35M
ESGV	4.37K New	$86.93 - $109.64 $380K - $479K	4.37K $479K
VPU	1.53K New	$158.36 - $178.82 $242K - $273K	1.53K $270K

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EXPD	-48.8K - 76.81%	$102.84 - $122.24 $5.02M - $5.97M	14.7K $1.69M
ADI	-32.6K - 32.6%	$164.6 - $238.02 $5.37M - $7.76M	67.5K $16.1M
AAPL	-6.52K - 4.55%	$172.42 - $223.89 $1.12M - $1.46M	137K $28M
AON	-22 - 0.07%	$335.85 - $398.81 $7.39K - $8.77K	33K $11.8M
LLY	-404 - 3.22%	$713.71 - $898.95 $288K - $363K	12.1K $9.46M
ACN	-812 - 2.47%	$279.23 - $323.21 $227K - $262K	32K $9.58M

Activity Summary All Purchases 32 New Holdings 8 Increased Positions 24 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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