ZEVIN ASSET MANAGEMENT LLC
Q4 2025 13F-HR Holdings
Net value change ($000)
+58,450
(8.5%)
New positions
23
Sold out positions
24
Turnover %
23.8%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q3 2025
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| SHV | 23,299 | NEW |
| VMBS | 16,252 | NEW |
| UL | 14,424 | NEW |
| EAGG | 12,884 | NEW |
| VGSH | 9,947 | NEW |
| WCN | 8,130 | NEW |
| GOOGL | 7,122 | 26.2% |
| LLY | 7,069 | 101.0% |
| VTEB | 6,416 | NEW |
| NVDA | 5,254 | 21.4% |
Top Reduces (Value $000, Stocks/ETFs)
| Unilever PLC | -14,138 | -100.0% |
| AZN | -10,998 | -100.0% |
| Keyence Corp | -9,564 | -100.0% |
| LZAGY | -8,752 | -100.0% |
| SBGSY | -8,056 | -100.0% |
| ISNPY | -8,037 | -100.0% |
| DHR | -6,888 | -62.7% |
| SXYAY | -6,508 | -100.0% |
| MELI | -3,060 | -9.1% |
| ADP | -2,331 | -9.7% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|