Zevin Asset Management LLC holds a diversified book of 97 stocks worth $712.7M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Siemens Energy AG Spon ADR and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the equity book. Cloning the disclosed picks since 2024 would be +21% (+11.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.1 points over this window.
Growth of $10,000 cloning Zevin Asset Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 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.
85% 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
Other tracked managers holding the same core names as Zevin Asset Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 79 / 80 | $750.2B |
| MORGAN STANLEY | 79 / 80 | $570.1B |
| JPMORGAN CHASE & CO | 79 / 80 | $555.4B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $365.8B |
| GOLDMAN SACHS GROUP INC | 79 / 80 | $273.3B |
| ROYAL BANK OF CANADA | 79 / 80 | $171.5B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $157.5B |
| UBS Group AG | 79 / 80 | $146.4B |
Ranked by how many of Zevin Asset Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple COM | $33.6M | 116.1K | 4.7% | ▼−5.9% Reduced · −7K sh | |
| 2 | Alphabet Class C COM | $33.2M | 94.1K | 4.7% | ▼−4.5% Reduced · −4K sh | |
| 3 | Nvidia Corp COM | $29.2M | 145.9K | 4.1% | ▼−9.5% Reduced · −15K sh | |
| 4 | iShares Barclays Short Treasury Bond ETF CEMF | $27.0M | 245.0K | 3.8% | ▼−8.0% Reduced · −21K sh | |
| 5 | Microsoft COM | $25.5M | 68.3K | 3.6% | ▼−6.9% Reduced · −5K sh | |
| 6 | VISA COM | $25.2M | 73.3K | 3.5% | ▼−16% Reduced · −14K sh | |
| 7 | Mercadolibre COM | $24.9M | 14.7K | 3.5% | ▼−4.4% Reduced · −675 sh | |
| 8 | Tjx Companies COM | $23.3M | 153.6K | 3.3% | ▼−11% Reduced · −18K sh | |
| 9 | Amazon COM | $23.0M | 96.4K | 3.2% | ▼−14% Reduced · −16K sh | |
| 10 | ASML Holdings NV-NY COM | $21.3M | 10.7K | 3.0% | ▼−8.6% Reduced · −1K sh | |
| 11 | CrowdStrike Holdings COM | $20.6M | 27.0K | 2.9% | ▼−21% Reduced · −7K sh | |
| 12 | Analog Devices COM | $19.9M | 50.1K | 2.8% | ▼−6.7% Reduced · −4K sh | |
| 13 | AbbVie COM | $19.3M | 76.9K | 2.7% | ▼−6.0% Reduced · −5K sh | |
| 14 | Automatic Data Processing COM | $18.5M | 82.8K | 2.6% | ▼−5.3% Reduced · −5K sh | |
| 15 | Costco COM | $18.3M | 19.5K | 2.6% | ▼−21% Reduced · −5K sh | |
| 16 | Alphabet Class A COM | $17.0M | 47.5K | 2.4% | ▼−13% Reduced · −7K sh | |
| 17 | Vanguard Mortgage-Backed Securities ETF CEMF | $16.3M | 349.2K | 2.3% | ▼−4.1% Reduced · −15K sh | |
| 18 | Linde COM | $16.3M | 31.5K | 2.3% | ▼−3.2% Reduced · −1K sh | |
| 19 | Lilly Eli & Company COM | $14.8M | 12.3K | 2.1% | ▼−10% Reduced · −1K sh | |
| 20 | Vanguard Short-Term Treasury Bond ETF CEMF | $14.4M | 246.7K | 2.0% | ▲+6.5% Added · +15K sh | |
| 21 | Chubb COM | $14.0M | 41.1K | 2.0% | ▼−11% Reduced · −5K sh | |
| 22 | Datadog Inc COM | $12.9M | 49.5K | 1.8% | ▼−27% Reduced · −18K sh | |
| 23 | Broadcom Ltd. COM | $12.8M | 33.9K | 1.8% | ▼−6.9% Reduced · −2K sh | |
| 24 | Ishares ESG Aware US Aggregate Bond ETF CEMF | $12.5M | 263.5K | 1.8% | ▼−5.5% Reduced · −15K sh | |
| 25 | Digital Realty Trust COM | $12.4M | 69.0K | 1.7% | ▼−8.5% Reduced · −6K sh | |
| 26 | Ecolab COM | $12.0M | 43.2K | 1.7% | ▼−5.4% Reduced · −2K sh | |
| 27 | S P D R S&p 500 Etf CEMF | $11.7M | 15.6K | 1.6% | ▼−12% Reduced · −2K sh | |
| 28 | Novartis COM | $11.6M | 74.3K | 1.6% | ▼−6.1% Reduced · −5K sh | |
| 29 | Astrazeneca PLC ADR COM | $11.1M | 58.7K | 1.6% | ▼−7.3% Reduced · −5K sh | |
| 30 | AON COM | $11.1M | 33.5K | 1.6% | ▼−2.2% Reduced · −742 sh | |
| 31 | Emerson Electric COM | $10.9M | 76.1K | 1.5% | ▼−5.3% Reduced · −4K sh | |
| 32 | PNC COM | $10.7M | 43.7K | 1.5% | ▼−14% Reduced · −7K sh | |
| 33 | Cadence Design Sys COM | $9.1M | 24.1K | 1.3% | ▼−6.9% Reduced · −2K sh | |
| 34 | Prologis Inc. COM | $9.0M | 66.7K | 1.3% | ▼−5.3% Reduced · −4K sh | |
| 35 | Netflix Inc COM | $9.0M | 126.5K | 1.3% | ▼−12% Reduced · −17K sh | |
| 36 | Unilever COM | $8.7M | 145.4K | 1.2% | ▼−34% Reduced · −74K sh | |
| 37 | Waste Connections Inc COM | $7.5M | 45.2K | 1.1% | ▼−9.4% Reduced · −5K sh | |
| 38 | Transunion COM | $7.3M | 101.0K | 1.0% | ▼−8.7% Reduced · −10K sh | |
| 39 | Vanguard Tax-Exempt Bond ETF CEMF | $7.1M | 139.8K | 1.0% | ▲+0.9% Added · +1K sh | |
| 40 | Colgate Palmolive COM | $6.5M | 71.2K | 0.9% | ▼−44% Reduced · −56K sh | |
| 41 | Siemens Energy COM | $6.5M | 171.0K | 0.9% | ▲New New position | |
| 42 | Home Depot COM | $6.3M | 17.8K | 0.9% | ▼−14% Reduced · −3K sh | |
| 43 | S&P Global Inc COM | $5.7M | 14.0K | 0.8% | ▼−7.8% Reduced · −1K sh | |
| 44 | Kroger COM | $5.0M | 90.4K | 0.7% | ▼−54% Reduced · −105K sh | |
| 45 | National Grid Plc Adr COM | $4.7M | 56.6K | 0.7% | ▼−14% Reduced · −9K sh | |
| 46 | Accenture Ltd COM | $3.3M | 26.9K | 0.5% | ▼−1.7% Reduced · −467 sh | |
| 47 | Applied Materials COM | $2.6M | 3.6K | 0.4% | ▼−3.5% Reduced · −131 sh | |
| 48 | Expeditors COM | $2.3M | 14.3K | 0.3% | —Held | |
| 49 | Danaher COM | $2.1M | 11.0K | 0.3% | ▼−30% Reduced · −5K sh | |
| 50 | Vanguard S&P 500 ETF CEMF | $1.8M | 2.6K | 0.3% | —Held |
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/1394096/holdings"
Use Arkolith to show ZEVIN ASSET MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 97 | $712.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 93 | $723.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 97 | $745.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 98 | $687.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 84 | $695.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 81 | $630.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 82 | $646.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. The performance line is a simulation of the disclosed long book, not an audited return.