Arkolith/Funds/Trillium Asset Management, LLC

Trillium Asset Management, LLC

CIK 884541
Holdings as of Mar 31, 2026·disclosed May 11, 2026·~41-day 13F lag·13F-HR
Active Filer

Trillium Asset Management, LLC holds a diversified book of 230 stocks worth $3.0B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Bank Of America Corp. Their largest long position is Nvidia Corp at 7% of the equity book.

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Use Arkolith to show TRILLIUM ASSET MANAGEMENT, LLC's latest
holdings, largest changes, and filing provenance.
Opened
8
new positions
Added to
95
existing
Trimmed
109
reduced
Sold out
9
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
34%
Top 20 holdings
47%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Information Technology
40%
Financials
14%
Industrials
13%
Consumer Discretionary
8%
Health Care
8%
Materials
6%
Real Estate
4%
Utilities
3%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

230 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$221.6M1.46M
7.4%
+14%
Added · +183K sh
2Alphabet Inc
CAP STK CL A
$170.2M759.9K
5.6%
+28%
Added · +166K sh
3Microsoft Corp
COM
$157.7M582.3K
5.2%
+31%
Added · +139K sh
4Apple Inc
COM
$138.8M705.3K
4.6%
+28%
Added · +156K sh
5TJX Cos Inc New
COM
$64.8M463.0K
2.1%
+14%
Added · +57K sh
6Mastercard Incorporated
CL A
$61.1M186.3K
2.0%
+49%
Added · +62K sh
7Taiwan Semiconductor Manufac
SPONSORED ADS
$55.2M201.1K
1.8%
+21%
Added · +35K sh
8Palo Alto Networks Inc
COM
$52.9M353.2K
1.8%
+21%
Added · +61K sh
9Costco Wholesale Corporation
COM
$48.2M143.8K
1.6%
+197%
Added · +95K sh
10ASML Hldg NV
N Y REGISTRY SHS
$48.1M90.6K
1.6%
+110%
Added · +48K sh
11Ecolab Inc
COM
$44.6M198.9K
1.5%
+9.6%
Added · +17K sh
12AstraZeneca PLC
ORD
$44.4M263.5K
1.5%
New
New position
13PNC Finl Svcs Group Inc
COM
$42.8M234.1K
1.4%
+13%
Added · +27K sh
14Bank America Corp
COM
$40.9M803.4K
1.4%
−4.1%
Reduced · −34K sh
15Trane Technologies PLC
SHS
$39.2M138.7K
1.3%
+45%
Added · +43K sh
16Linde PLC
SHS
$38.9M127.1K
1.3%
+112%
Added · +67K sh
17Netflix Inc.
COM
$38.7M410.6K
1.3%
+1.8%
Added · +7K sh
18Eaton Corp PLC
SHS
$36.2M149.1K
1.2%
+44%
Added · +46K sh
19Servicenow Inc
COM
$35.0M345.7K
1.2%
+2.6%
Added · +9K sh
20Broadcom Inc
COM
$34.1M156.7K
1.1%
93×
Added · +155K sh
21Intercontinental Exchange In
COM
$33.7M237.7K
1.1%
+12%
Added · +25K sh
22Wabtec
COM
$33.6M132.9K
1.1%
−2.1%
Reduced · −3K sh
23Union Pac Corp
COM
$31.7M160.1K
1.1%
+24%
Added · +31K sh
24American WTR WKS Co Inc New
COM
$31.0M237.7K
1.0%
+2.0%
Added · +5K sh
25Travelers Companies Inc
COM
$29.8M102.5K
1.0%
−3.0%
Reduced · −3K sh
26Prologis Inc.
COM
$29.7M237.6K
1.0%
+4.4%
Added · +10K sh
27Vertex Pharmaceuticals Inc
COM
$28.1M99.8K
0.9%
+59%
Added · +37K sh
28Jones Lang Lasalle Inc
COM
$27.7M108.8K
0.9%
+9.8%
Added · +10K sh
29First Solar Inc
COM
$27.7M142.4K
0.9%
−0.1%
Reduced · −146 sh
30Unilever PLC
SPON ADR NEW
$27.4M467.6K
0.9%
−3.5%
Reduced · −17K sh
31Ferguson Enterprises Inc
COMMON STOCK NEW
$27.3M145.4K
0.9%
+24%
Added · +28K sh
32Home Depot Inc
COM
$26.4M108.1K
0.9%
+35%
Added · +28K sh
33Xylem Inc
COM
$26.0M227.9K
0.9%
+46%
Added · +71K sh
34Mercadolibre Inc
COM
$25.9M28.4K
0.9%
+85%
Added · +13K sh
35Visa Inc
COM CL A
$25.8M122.7K
0.9%
+43%
Added · +37K sh
36Cadence Design System Inc
COM
$25.6M117.3K
0.8%
+28%
Added · +26K sh
37Stryker Corporation
COM
$24.6M105.8K
0.8%
+42%
Added · +31K sh
38Applied Matls Inc
COM
$24.5M114.8K
0.8%
+61%
Added · +43K sh
39Encompass Health Corp
COM
$24.2M244.5K
0.8%
+12%
Added · +27K sh
40Intuit
COM
$23.6M67.5K
0.8%
+21%
Added · +12K sh
41NXP Semiconductors N V
COM
$22.8M141.4K
0.8%
+23%
Added · +26K sh
42LPL Finl Hldgs Inc
COM
$22.2M72.6K
0.7%
−2.3%
Reduced · −2K sh
43Equinix Inc
COM
$21.5M63.1K
0.7%
+193%
Added · +42K sh
44Hunt J B Trans Svcs Inc
COM
$21.5M115.3K
0.7%
−6.8%
Reduced · −8K sh
45Spotify Technology S A
SHS
$20.6M64.7K
0.7%
+49%
Added · +21K sh
46Quanta Svcs Inc
COM
$20.5M70.7K
0.7%
+86%
Added · +33K sh
47Chipotle Mexican Grill Inc
COM
$20.5M598.0K
0.7%
−0.3%
Reduced · −2K sh
48Booking Holdings Inc
COM
$20.4M26.9K
0.7%
+465%
Added · +22K sh
49Ares Management Corporation
CL A COM STK
$19.6M179.4K
0.7%
+27%
Added · +38K sh
50Boston Scientific Corp
COM
$19.6M296.1K
0.6%
+85%
Added · +136K sh
Showing 50 of 230 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 11, 2026230$3.0B13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026232$3.3B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025233$3.8B13F-HR
Q2 2025Jun 30, 2025Aug 6, 2025229$3.7B13F-HR
Q1 2025Mar 31, 2025May 13, 2025226$3.5B13F-HR
Q4 2024Dec 31, 2024Feb 11, 2025232$3.9B13F-HR
Q3 2024Sep 30, 2024Nov 7, 2024240$4.1B13F-HR
Q2 2024Jun 30, 2024Aug 8, 2024294$4.0B13F-HR
Q1 2024Mar 31, 2024May 9, 2024294$3.9B13F-HR
Q4 2023Dec 31, 2023Feb 8, 2024286$3.7B13F-HR
Q3 2023Sep 30, 2023Nov 8, 2023285$3.3B13F-HR
Q2 2023Jun 30, 2023Aug 10, 2023276$3.6B13F-HR
Q1 2023Mar 31, 2023May 9, 2023274$3.4B13F-HR
Q4 2022Dec 31, 2022Feb 8, 2023292$3.2B13F-HR
Q3 2022Sep 30, 2022Nov 9, 2022280$3.1B13F-HR
Q2 2022Jun 30, 2022Aug 8, 2022283$3.3B13F-HR
Q1 2022Mar 31, 2022May 4, 2022295$3.8B13F-HR
Q4 2021Dec 31, 2021Feb 8, 2022309$4.3B13F-HR
Q3 2021Sep 30, 2021Nov 12, 2021295$3.8B13F-HR
Q2 2021Jun 30, 2021Nov 12, 2021296$3.6B13F-HR/A
Q1 2021Mar 31, 2021May 10, 2021291$3.2B13F-HR
Q4 2020Dec 31, 2020Feb 12, 2021289$2.8B13F-HR
Q3 2020Sep 30, 2020Nov 9, 2020279$2.4B13F-HR
Amended / restated
  • Q2 2021 · filed Aug 6, 202113F-HR · superseded

Data source

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.