Zevin Asset Management LLC Portfolio Holdings

Zevin Asset Management LLC

  • $695 Million
  • Q2 2025

Zevin Asset Management LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $695 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mercadolibre Inc with a value of $38M, Microsoft Corp with a value of $36.4M, Visa Inc. with a value of $32.4M, Automatic Data Processing Inc with a value of $28.9M, and Apple Inc. with a value of $28M.

Examining the 13F form we can see an increase of $64.2M in the current position value, from $631M to 695M.

Below you can find more details about Zevin Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $695 Million
Technology: $159 Million
Consumer Cyclical: $96.6 Million
Financial Services: $88.9 Million
Healthcare: $69.5 Million
Consumer Defensive: $69.2 Million
Industrials: $67.3 Million
Communication Services: $34.6 Million
Basic Materials: $27.6 Million
Other: $33.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$141B
$748,000 0.11% of portfolio
4,084
Q1 2025 Reduced 0.05%
$278B
$715,000 0.1% of portfolio
7,312
Q2 2025 Added 1.75%
Calvert Us Large Cap Growth Re
-
$648,000 0.09% of portfolio
-
Q1 2025 New
$230B
$547,000 0.08% of portfolio
1,872
Q1 2025 Reduced 0.11%
$0
$499,000 0.07% of portfolio
3,937
Q4 2024 Added 6.87%
$0
$479,000 0.07% of portfolio
4,369
Q2 2025 New
$562B
$402,000 0.06% of portfolio
300
Q1 2025 Reduced 0.99%
$84.6B
$410,000 0.06% of portfolio
2,694
Q1 2025 Reduced 0.22%
$197B
$395,000 0.06% of portfolio
2,995
Q1 2025 Reduced 0.63%
$641B
$425,000 0.06% of portfolio
874
Q1 2025 Reduced 4.69%
$139B
$415,000 0.06% of portfolio
17,102
Q2 2025 Added 6.08%
$214B
$436,000 0.06% of portfolio
5,506
Q2 2025 Reduced 24.64%
T Rowe Price Large Cap Growth
-
$413,000 0.06% of portfolio
-
Q2 2024 New
$145B
$444,000 0.06% of portfolio
4,006
Q2 2025 Reduced 24.49%
Calvert Us Large Cap Responsib
-
$372,000 0.05% of portfolio
-
Q1 2025 New
$874B
$318,000 0.05% of portfolio
1,097
Q2 2025 Added 4.48%
$461B
$344,000 0.05% of portfolio
3,189
Q1 2025 Reduced 4.69%
Calvert International Responsi
-
$273,000 0.04% of portfolio
-
Q1 2025 New
$27B
$287,000 0.04% of portfolio
3,611
Q1 2024 Reduced 46.98%
$50.3B
$277,000 0.04% of portfolio
266
Q3 2024 Reduced 3.62%
$3.7B
$280,000 0.04% of portfolio
6,863
Q2 2025 Reduced 33.42%
$31B
$280,000 0.04% of portfolio
53,575
Q2 2022 Added 61.32%
$0
$270,000 0.04% of portfolio
1,529
Q2 2025 New
$293B
$271,000 0.04% of portfolio
3,833
Q2 2025 Reduced 0.26%
$276B
$299,000 0.04% of portfolio
4,309
Q2 2025 Reduced 0.23%
Vodacom Group LTD Sedol# B65 B4
-
$186,000 0.03% of portfolio
-
Q2 2022 Added 75.25%
$6.71B
$230,000 0.03% of portfolio
2,550
Q2 2025 Added 1,131.88%
$232B
$241,000 0.03% of portfolio
817
Q2 2025 Reduced 0.24%
$0
$203,000 0.03% of portfolio
3,098
Q2 2025 New
$76B
$243,000 0.03% of portfolio
4,390
Q2 2025 New
$99.3B
$243,000 0.03% of portfolio
2,650
Q2 2025 Reduced 15.87%
$0
$233,000 0.03% of portfolio
2,003
Q2 2025 Reduced 14.66%
$6.94B
$242,000 0.03% of portfolio
9,483
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $695 Million
  • Prior Value $631 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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