Zevin Asset Management LLC Reduced Holdings in Q1 2025

Zevin Asset Management LLC

  • $631 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-13.3K
- 8.48%
$209.68 - $247.1 $2.78M - $3.28M
143K $31.8M
GOOGL
Alphabet Inc.

Communication Services
-22.7K
- 20.83%
$154.33 - $206.19 $3.51M - $4.69M
86.4K $13.4M
GOOG
Alphabet Inc.

Communication Services
-15K
- 11.4%
$156.06 - $207.71 $2.35M - $3.12M
117K $18.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-13.9K
- 10.46%
$190.26 - $242.06 $2.65M - $3.37M
119K $22.7M
MSFT
Microsoft Corp

Technology
-1.8K
- 2.39%
$375.39 - $447.2 $676K - $806K
73.5K $27.6M
COST
Costco Wholesale Corp

Consumer Defensive
-5.25K
- 17.16%
$890.62 - $1076.86 $4.67M - $5.65M
25.3K $24M
NVDA
Nvidia Corp

Technology
-2.99K
- 2.35%
$106.98 - $149.43 $320K - $447K
124K $13.5M
EMR
Emerson Electric CO

Industrials
-12.6K
- 8.34%
$108.64 - $131.17 $1.37M - $1.66M
139K $15.2M
DLR
Digital Realty Trust, Inc.

Real Estate
-2.54K
- 3.16%
$142.1 - $183.56 $362K - $467K
77.9K $11.2M
DDOG
Datadog, Inc.

Technology
-671
- 0.98%
$98.68 - $151.89 $66.2K - $102K
67.5K $6.7M
ADP
Automatic Data Processing Inc

Industrials
-11.5K
- 10.91%
$286.85 - $318.64 $3.3M - $3.67M
94.1K $28.7M
ACN
Accenture PLC

Technology
-2.21K
- 6.29%
$300.91 - $398.25 $664K - $879K
32.9K $10.3M
V
Visa Inc.

Financial Services
-14.6K
- 13.7%
$306.92 - $362.71 $4.48M - $5.29M
91.9K $32.2M
ADI
Analog Devices Inc

Technology
-1.61K
- 1.58%
$201.56 - $243.82 $324K - $392K
100K $20.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.65K
- 9.48%
$551.42 - $612.93 $912K - $1.01M
15.8K $8.83M
TRU
Trans Union

Industrials
-2.21K
- 2.0%
$80.45 - $100.25 $178K - $222K
108K $8.98M
Novo Nordisk A/S
-6.57K
- 19.98%
N/A
26.3K $1.79M
ASML
Asml Holding Nv

Technology
-708
- 4.19%
$662.63 - $776.99 $469K - $550K
16.2K $10.7M
HDB
Hdfc Bank LTD

Financial Services
-22.1K
- 11.28%
$58.06 - $66.85 $1.28M - $1.48M
174K $11.5M
Keyence
-943
- 3.41%
N/A
26.7K $10.4M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-176
- 0.41%
$168.84 - $202.89 $29.7K - $35.7K
42.6K $7.48M
TJX
Tjx Companies Inc

Consumer Cyclical
-7.18K
- 3.57%
$112.81 - $126.16 $810K - $906K
194K $23.6M
CL
Colgate Palmolive CO

Consumer Defensive
-10.7K
- 7.7%
$85.68 - $97.5 $919K - $1.05M
129K $12M
HD
Home Depot, Inc.

Consumer Cyclical
-307
- 1.41%
$347.25 - $424.87 $107K - $130K
21.5K $7.88M
SXYAY
Sika Ag Adr (Che)

Basic Materials
-22.9K
- 6.96%
$23.42 - $26.92 $537K - $617K
306K $7.42M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-365
- 13.09%
$507.05 - $563.67 $185K - $206K
2.42K $1.25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-376
- 23.18%
$468.34 - $539.52 $176K - $203K
1.25K $584K
MRK
Merck & Co., Inc.

Healthcare
-519
- 6.63%
$83.01 - $101.02 $43.1K - $52.4K
7.31K $656K
UL
Unilever PLC

Consumer Defensive
-14.4K
- 5.5%
$54.72 - $60.29 $791K - $871K
248K $14.8M
JPM
Jpmorgan Chase & CO

Financial Services
-462
- 30.56%
$225.19 - $279.95 $104K - $129K
1.05K $258K
AMAT
Applied Materials Inc

Technology
-2
- 0.05%
$145.06 - $195.51 $290 - $391
4.08K $593K
WMT
Walmart Inc.

Consumer Defensive
-578
- 7.44%
$84.5 - $105.05 $48.8K - $60.7K
7.19K $631K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-449
- 16.06%
$101.98 - $115.66 $45.8K - $51.9K
2.35K $240K
CSCO
Cisco Systems, Inc.

Technology
-638
- 12.87%
$58.74 - $64.87 $37.5K - $41.4K
4.32K $267K
SBUX
Starbucks Corp

Consumer Cyclical
-560
- 13.11%
$91.75 - $115.81 $51.4K - $64.9K
3.71K $364K
PFE
Pfizer Inc

Healthcare
-60
- 0.37%
$25.01 - $27.13 $1.5K - $1.63K
16.1K $409K
PEP
Pepsico Inc

Consumer Defensive
-19
- 0.63%
$142.64 - $156.42 $2.71K - $2.97K
3K $449K
AMGN
Amgen Inc

Healthcare
-218
- 17.03%
$258.59 - $327.36 $56.4K - $71.4K
1.06K $331K
NFLX
Netflix Inc

Communication Services
-3
- 0.99%
$828.4 - $1058.6 $2.49K - $3.18K
300 $280K
PG
Procter & Gamble CO

Consumer Defensive
-64
- 0.87%
$158.56 - $176.26 $10.1K - $11.3K
7.3K $1.24M
XOM
Exxon Mobil Corp

Energy
-157
- 4.69%
$105.44 - $118.93 $16.6K - $18.7K
3.19K $379K
KO
Coca Cola CO

Consumer Defensive
-55
- 1.41%
$60.81 - $72.32 $3.34K - $3.98K
3.84K $275K
GILD
Gilead Sciences, Inc.

Healthcare
-717
- 11.91%
$89.14 - $117.41 $63.9K - $84.2K
5.31K $594K
JNJ
Johnson & Johnson

Healthcare
-68
- 2.94%
$142.06 - $167.7 $9.66K - $11.4K
2.24K $372K
MCD
Mcdonalds Corp

Consumer Cyclical
-2
- 0.11%
$279.74 - $321.29 $559 - $643
1.87K $585K
MMM
3 M CO

Industrials
-6
- 0.22%
$129.7 - $155.12 $778 - $931
2.69K $396K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-43
- 4.69%
$442.66 - $534.52 $19K - $23K
874 $465K
LZAGY
Lonza Group Ag Zuerich Unspons
-3.96K
- 2.86%
$58.68 - $68.2 $232K - $270K
134K $8.28M
ABT
Abbott Laboratories

Healthcare
-48
- 0.5%
$111.1 - $140.22 $5.33K - $6.73K
9.59K $1.27M
Activity Summary
Buys All Purchases 9 New Holdings 6 Increased Positions 3 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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