§ 13F · FUND PROFILE
ZEVIN ASSET MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $687K (13F)Positions · 98Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$24M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple | 123K | $31M | 4.3% | −3% |
| 2 | SHV | iShares Barclays Short Treasury Bond ETF | 266K | $29M | 4.1% | +26% |
| 3 | GOOG | Alphabet Class C | 99K | $28M | 3.9% | −10% |
| 4 | NVDA | Nvidia Corp | 161K | $28M | 3.9% | +1% |
| 5 | TJX | Tjx Companies | 172K | $27M | 3.8% | −4% |
| 6 | MSFT | Microsoft | 73K | $27M | 3.8% | +2% |
| 7 | MELI | Mercadolibre | 15K | $27M | 3.7% | +2% |
| 8 | V | VISA | 88K | $27M | 3.7% | −1% |
| 9 | COST | Costco | 25K | $25M | 3.4% | −1% |
| 10 | AMZN | Amazon | 113K | $23M | 3.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ZEVIN SIGNAL
AC read
ZEVIN ASSET MANAGEMENT LLC is a Other fund managing $687 thousand in assets. The fund runs a portfolio of 98 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed