Boston Common Asset Management, LLC holds a diversified book of 186 reported positions worth $1.7B as of Q2 2026 (disclosed Jul 21, 2026, a ~21-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 reported non-option book. Cloning the disclosed picks since 2025 would be +41% (+23.2%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +43.8%, a 2.7-point gap that is the cost of the ~21-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Boston Common Asset Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+4 sectors below the cut, 5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Boston Common Asset Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Evelyn Partners Group Ltd | 56 / 80 | $44.0B |
| Ketron Financial | 17 / 80 | $255.7M |
| Emerald Advisors, LLC | 17 / 80 | $619.5M |
| New World Advisors LLC | 23 / 80 | $457.6M |
| Howard Hughes Medical Institute | 14 / 80 | $328.3M |
| Integrated Financial Solutions, Inc. | 11 / 80 | $132.1M |
| Saturna Capital Corp | 33 / 80 | $5.7B |
| Credit Capital Investments LLC | 8 / 80 | $119.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Boston Common Asset Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 21d | 186 | $1.7B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 37d | 186 | $1.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | May 7, 2026 | 127d | 195 | $1.7B | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 30d | 309 | $3.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 22d | 311 | $3.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 3, 2025 | 3d | 307 | $3.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 15d | 322 | $3.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.