ZEVIN ASSET MANAGEMENT LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$722,996
Net value change ($000)
-22,772 (-3.1%)
New positions
4
Sold out positions
8
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AZN 12,486 NEW
AVGO 11,252 NEW
NFLX 9,931 257.2%
SHV 6,106 26.2%
VGSH 3,609 36.3%
COST 3,097 14.4%
KR 2,217 18.6%
DLR 1,767 15.0%
NVS 916 8.2%
VMBS 846 5.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -7,510 -21.7%
GOOGL -6,087 -17.7%
ECL -5,152 -29.8%
GOOGL -4,651 -22.9%
V -4,554 -14.7%
HDB -4,003 -33.6%
ADP -3,977 -18.3%
MELI -3,883 -12.7%
EMR -3,847 -26.8%
AAPL -3,184 -9.2%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type