Zevin Asset Management LLC Top Holdings and 13F Report (2025) About Zevin Asset Management LLCInvestment ActivityZevin Asset Management LLC has $679.36 thousand in total holdings as of December 31, 2024.Zevin Asset Management LLC owns shares of 86 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 9.82% of the portfolio was purchased this quarter.About 3.13% of the portfolio was sold this quarter.This quarter, Zevin Asset Management LLC has purchased 82 new stocks and bought additional shares in 53 stocks.Zevin Asset Management LLC sold shares of 16 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $39,163Visa $33,651Microsoft $31,754Automatic Data Processing $30,910MercadoLibre $29,769 Largest New Holdings this Quarter Datadog $9,748 HoldingT Rowe Price Capital Appreciat $487 HoldingVanguard 500 Index $449 HoldingT Rowe Price Blue Chip Growht $376 HoldingFt Mutual Quest Fund $219 Holding Largest Purchases this Quarter Datadog 68,218 shares (about $9.75K)ASML 6,038 shares (about $4.18K)CrowdStrike 11,590 shares (about $3.97K)Microsoft 7,967 shares (about $3.36K)Apple 10,552 shares (about $2.64K) Largest Sales this Quarter United Parcel Service 66,526 shares (about $8.39K)Ulta Beauty 16,003 shares (about $6.95K)Unilever 6,328 shares (about $358.80)Estée Lauder Companies 4,295 shares (about $322.04)Alphabet 450 shares (about $85.70) Sector Allocation Over TimeMap of 500 Largest Holdings ofZevin Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$39,163$2,642 ▲7.2%156,3885.8%Computer and TechnologyVVisa$33,651$2,299 ▲7.3%106,4785.0%Business ServicesMSFTMicrosoft$31,754$3,358 ▲11.8%75,3364.7%Computer and TechnologyADPAutomatic Data Processing$30,910$1,746 ▲6.0%105,5914.5%Business ServicesMELIMercadoLibre$29,769$1,265 ▲4.4%17,5074.4%Retail/WholesaleAMZNAmazon.com$29,170$1,970 ▲7.2%132,9594.3%Retail/WholesaleCOSTCostco Wholesale$28,019$1,779 ▲6.8%30,5794.1%Retail/WholesaleGOOGAlphabet$25,122$86 ▼-0.3%131,9183.7%Computer and TechnologyTJXTJX Companies$24,266$1,902 ▲8.5%200,8643.6%Retail/WholesaleADIAnalog Devices$21,603$1,847 ▲9.3%101,6803.2%Computer and TechnologyGOOGLAlphabet$20,648$2,537 ▲14.0%109,0743.0%Computer and TechnologyEMREmerson Electric$18,769$1,625 ▲9.5%151,4522.8%Industrial ProductsECLEcolab$17,415$1,471 ▲9.2%74,3222.6%Basic MaterialsNVDANVIDIA$17,105$824 ▲5.1%127,3732.5%Computer and TechnologyLinde$16,625$34 ▼-0.2%39,7102.4%COMULUnilever$14,898$359 ▼-2.4%262,7522.2%Consumer StaplesABBVAbbVie$14,694$1,185 ▲8.8%82,6912.2%MedicalDHRDanaher$14,561$1,314 ▲9.9%63,4352.1%MedicalDLRDigital Realty Trust$14,264$1,473 ▲11.5%80,4352.1%FinanceCBChubb$13,088$1,722 ▲15.1%47,3701.9%FinanceCLColgate-Palmolive$12,664$708 ▲5.9%139,3021.9%Consumer StaplesHDBHDFC Bank$12,502$836 ▲7.2%195,7781.8%FinanceKRKroger$12,457$1,135 ▲10.0%203,7091.8%Retail/WholesaleAONAON$12,431$82 ▲0.7%34,6121.8%FinanceACNAccenture$12,334$538 ▲4.6%35,0611.8%Computer and TechnologyCRWDCrowdStrike$11,868$3,966 ▲50.2%34,6851.7%Computer and TechnologyASMLASML$11,717$4,185 ▲55.6%16,9061.7%Computer and TechnologyKYCCFKeyence$11,212$1,116 ▲11.1%27,6681.7%Industrial ProductsTRUTransUnion$10,242$1,046 ▲11.4%110,4691.5%Business ServicesSPYSPDR S&P 500 ETF Trust$10,222$42 ▼-0.4%17,4411.5%FinanceAZNAstraZeneca$10,016$1,230 ▲14.0%152,8751.5%MedicalNVSNovartis$9,793$1,236 ▲14.4%100,6371.4%MedicalDDOGDatadog$9,748$9,748 ▲New Holding68,2181.4%Computer and TechnologyHDHome Depot$8,480$1,207 ▲16.6%21,8011.2%Retail/WholesalePNCThe PNC Financial Services Group$8,241$749 ▲10.0%42,7311.2%FinanceLZAGYLonza Group$8,128$791 ▲10.8%138,2841.2%MedicalSXYAYSika$7,768$1,308 ▲20.2%329,3081.1%Basic MaterialsEXPDExpeditors International of Washington$7,298$700 ▲10.6%65,8801.1%TransportationELEstée Lauder Companies$5,679$322 ▼-5.4%75,7390.8%Consumer StaplesNVONovo Nordisk A/S$5,222$1,670 ▲47.0%60,7080.8%MedicalEDRVFEDP Renováveis$3,489$664 ▲23.5%335,6500.5%UtilitiesNovo-Nordisk A/S$2,8240.0%32,8800.4%COMVOOVanguard S&P 500 ETF$1,5030.0%2,7890.2%ETFPGProcter & Gamble$1,234$112 ▲9.9%7,3630.2%Consumer StaplesABTAbbott Laboratories$1,0900.0%9,6410.2%MedicalUPSUnited Parcel Service$1,076$8,390 ▼-88.6%8,5320.2%TransportationQQQInvesco QQQ$829$15 ▼-1.8%1,6220.1%FinanceMRKMerck & Co., Inc.$778$180 ▲30.2%7,8250.1%MedicalWMTWalmart$701$12 ▼-1.7%7,7640.1%Retail/WholesaleAMATApplied Materials$665$25 ▼-3.6%4,0860.1%Computer and TechnologyGILDGilead Sciences$556$0 ▲0.1%6,0220.1%MedicalMCDMcDonald's$543$1 ▲0.1%1,8740.1%Retail/WholesaleT Rowe Price Capital Appreciat$487$487 ▲New Holding14,0770.1%MFSUSAiShares MSCI USA ESG Select ETF$479$31 ▲6.9%3,9370.1%ETFPEPPepsiCo$458$3 ▲0.6%3,0140.1%Consumer StaplesVanguard 500 Index$449$449 ▲New Holding8270.1%MFPFEPfizer$429$135 ▲46.0%16,1820.1%MedicalBRK.BBerkshire Hathaway$416$1 ▲0.3%9170.1%FinanceSBUXStarbucks$390$5 ▼-1.4%4,2710.1%Retail/WholesaleT Rowe Price Large-Cap Growth$3840.0%4,6720.1%MFABAllianceBernstein$382$162 ▲73.8%10,3080.1%FinanceT Rowe Price Blue Chip Growht$376$376 ▲New Holding2,0080.1%MFJPMJPMorgan Chase & Co.$362$40 ▼-9.9%1,5120.1%FinanceXOMExxon Mobil$360$2 ▲0.4%3,3460.1%Oils/EnergyMMM3M$349$1 ▲0.2%2,7000.1%Multi-Sector ConglomeratesAMGNAmgen$334$3 ▲0.8%1,2800.0%MedicalJNJJohnson & Johnson$334$123 ▲58.3%2,3090.0%MedicalDSIiShares ESG MSCI KLD 400 ETF$308$62 ▲25.1%2,7960.0%ETFCSCOCisco Systems$293$2 ▲0.8%4,9570.0%Computer and TechnologyKKellanova$2920.0%3,6110.0%Consumer DiscretionaryGWWW.W. Grainger$2800.0%2660.0%Industrial ProductsNFLXNetflix$270$3 ▲1.0%3030.0%Consumer DiscretionaryULTAUlta Beauty$267$6,948 ▼-96.3%6150.0%Retail/WholesaleSOSouthern$259$41 ▲18.9%3,1500.0%UtilitiesORLYO'Reilly Automotive$2450.0%2070.0%Retail/WholesaleVHTVanguard Health Care ETF$244$22 ▼-8.2%9630.0%ETFKOCoca-Cola$243$3 ▲1.4%3,8980.0%Consumer StaplesVCRVanguard Consumer Discretionary ETF$234$11 ▼-4.6%6230.0%ETFSHWSherwin-Williams$223$3 ▼-1.2%6550.0%Basic MaterialsFt Mutual Quest Fund$219$219 ▲New Holding15,4280.0%MFBEPBrookfield Renewable Partners$216$216 ▲New Holding9,4830.0%UtilitiesTEFTelefónica$2150.0%53,5750.0%UtilitiesGGGGraco$213$2 ▼-1.1%2,5250.0%Industrial ProductsCHRWC.H. Robinson Worldwide$2120.0%2,0530.0%TransportationABEVAmbev$206$206 ▲New Holding111,5010.0%Consumer StaplesVodacom Group LTD Sedol# B65B4$1300.0%24,1850.0%COMCroda$0$4,479 ▼-100.0%00.0%COMOMCOmnicom Group$0$269 ▼-100.0%00.0%Business ServicesDGRWWisdomTree U.S. Quality Dividend Growth Fund$0$203 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. 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