Boston Common Asset Management, LLC holds a diversified book of 186 stocks worth $1.7B as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Taiwan Semiconductor-SP ADR at 8% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1409427/holdings"
Use Arkolith to show Boston Common Asset Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
87% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufacturing Co., Ltd. COM | $126.7M | 265.3K | 7.5% | ▼−7.8% Reduced · −22K sh | |
| 2 | Nvidia Corp. COM | $73.0M | 364.8K | 4.3% | ▼−9.2% Reduced · −37K sh | |
| 3 | Apple Inc. COM | $65.1M | 225.0K | 3.9% | ▼−6.0% Reduced · −15K sh | |
| 4 | Microsoft Corp. COM | $58.9M | 157.8K | 3.5% | ▲+9.9% Added · +14K sh | |
| 5 | Alphabet Inc. COM | $50.9M | 142.5K | 3.0% | ▲+1.2% Added · +2K sh | |
| 6 | Broadcom Inc COM | $42.7M | 113.1K | 2.5% | ▼−8.5% Reduced · −10K sh | |
| 7 | Alphabet Inc. COM | $38.9M | 110.1K | 2.3% | ▼−14% Reduced · −18K sh | |
| 8 | Applied Materials Inc. COM | $35.6M | 49.2K | 2.1% | ▲+6.1% Added · +3K sh | |
| 9 | Morgan Stanley COM | $33.0M | 158.0K | 2.0% | ▼−1.2% Reduced · −2K sh | |
| 10 | Visa Inc COM | $30.5M | 88.8K | 1.8% | ▼−6.8% Reduced · −6K sh | |
| 11 | Micron Technology Inc. COM | $27.2M | 23.6K | 1.6% | ▲+25% Added · +5K sh | |
| 12 | Eli Lilly & Co. COM | $27.1M | 22.6K | 1.6% | ▼−7.4% Reduced · −2K sh | |
| 13 | Merck & Co., Inc COM | $25.5M | 198.2K | 1.5% | ▼−0.2% Reduced · −452 sh | |
| 14 | Vertiv Holdings Co COM | $24.7M | 73.9K | 1.5% | ▼−26% Reduced · −26K sh | |
| 15 | Spotify Technology S.A. COM | $22.9M | 49.9K | 1.4% | ▼−5.1% Reduced · −3K sh | |
| 16 | Hubbell Incorporated COM | $22.7M | 43.3K | 1.3% | ▲+6.3% Added · +3K sh | |
| 17 | Netflix, Inc. COM | $22.6M | 316.5K | 1.3% | ▼−10% Reduced · −36K sh | |
| 18 | NuShares ETF Trust COM | $21.9M | 419.6K | 1.3% | ▼−1.2% Reduced · −5K sh | |
| 19 | Colgate-Palmolive Co. COM | $21.2M | 231.0K | 1.3% | ▼−7.7% Reduced · −19K sh | |
| 20 | Quest Diagnostics Incorporated COM | $20.3M | 95.7K | 1.2% | ▲+5.9% Added · +5K sh | |
| 21 | Wabtec Corp COM | $19.6M | 72.6K | 1.2% | ▼−2.0% Reduced · −1K sh | |
| 22 | Chubb Ltd. COM | $17.5M | 51.3K | 1.0% | ▲+0.5% Added · +258 sh | |
| 23 | CRH Plc COM | $17.4M | 162.6K | 1.0% | ▼−4.6% Reduced · −8K sh | |
| 24 | Xylem, Inc. COM | $16.9M | 143.0K | 1.0% | ▼−1.8% Reduced · −3K sh | |
| 25 | American Water Works Company, Inc. COM | $16.7M | 126.5K | 1.0% | ▼−0.9% Reduced · −1K sh | |
| 26 | The TJX Companies Inc. COM | $16.4M | 108.6K | 1.0% | ▼−3.7% Reduced · −4K sh | |
| 27 | The Bank of New York Mellon Corp. COM | $15.8M | 109.2K | 0.9% | ▼−0.3% Reduced · −295 sh | |
| 28 | Roche Holding AG COM | $15.4M | 300.2K | 0.9% | ▼−6.9% Reduced · −22K sh | |
| 29 | Analog Devices Inc. COM | $15.2M | 38.2K | 0.9% | ▼−8.1% Reduced · −3K sh | |
| 30 | Edwards Lifesciences Corporation COM | $14.5M | 160.8K | 0.9% | ▲+2.9% Added · +5K sh | |
| 31 | Palo Alto Networks Inc COM | $14.5M | 42.6K | 0.9% | ▼−9.8% Reduced · −5K sh | |
| 32 | Novartis AG COM | $14.4M | 91.7K | 0.9% | ▼−15% Reduced · −16K sh | |
| 33 | Ecolab Inc. COM | $13.4M | 48.2K | 0.8% | ▼−7.8% Reduced · −4K sh | |
| 34 | Fifth Third Bancorp COM | $13.3M | 236.1K | 0.8% | ▲+11% Added · +23K sh | |
| 35 | HDFC Bank Ltd. COM | $13.3M | 514.3K | 0.8% | ▼−23% Reduced · −151K sh | |
| 36 | HA Sustainable Infrastructure Capital Inc COM | $13.2M | 337.7K | 0.8% | ▲+5.6% Added · +18K sh | |
| 37 | Verizon Communications Inc. COM | $13.0M | 306.7K | 0.8% | ▼−3.2% Reduced · −10K sh | |
| 38 | Cummins Inc. COM | $12.7M | 17.8K | 0.8% | ▼−3.9% Reduced · −729 sh | |
| 39 | T-Mobile US Inc COM | $12.6M | 75.2K | 0.7% | ▼−10% Reduced · −8K sh | |
| 40 | Waste Management, Inc. COM | $12.5M | 55.9K | 0.7% | ▲+13% Added · +6K sh | |
| 41 | CBRE Group Inc. COM | $12.2M | 90.7K | 0.7% | ▼−7.7% Reduced · −8K sh | |
| 42 | Bank of America Corp. COM | $12.0M | 210.6K | 0.7% | ▼−12% Reduced · −30K sh | |
| 43 | eBay Inc. COM | $11.5M | 102.6K | 0.7% | ▲+24% Added · +20K sh | |
| 44 | Emerson Electric Co. COM | $11.2M | 78.3K | 0.7% | ▲+2.1% Added · +2K sh | |
| 45 | The Charles Schwab Corporation COM | $10.8M | 116.9K | 0.6% | ▲+62% Added · +45K sh | |
| 46 | Costco Wholesale Corporation COM | $10.7M | 11.5K | 0.6% | ▼−9.9% Reduced · −1K sh | |
| 47 | Gilead Sciences Inc. COM | $10.7M | 84.5K | 0.6% | ▲+9.3% Added · +7K sh | |
| 48 | Ralph Lauren Corp. COM | $10.5M | 26.3K | 0.6% | ▼−10.0% Reduced · −3K sh | |
| 49 | Mitsubishi UFJ Financial Group Inc. COM | $9.7M | 487.5K | 0.6% | ▼−14% Reduced · −79K sh | |
| 50 | Vertex Pharmaceuticals Incorporated COM | $9.7M | 19.5K | 0.6% | ▲+13% Added · +2K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 186 | $1.7B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 186 | $1.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | May 7, 2026 | 195 | $1.7B | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 309 | $3.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 311 | $3.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 3, 2025 | 307 | $3.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 322 | $3.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.