ZEVIN ASSET MANAGEMENT LLC

CIK 0001394096 • 6 13F filings • May 6, 2025 – Aug 6, 2026

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Filer information

Filed by: ZEVIN ASSET MANAGEMENT LLC, Chief Compliance/Operations Officer
Address: 2 OLIVER STREET, SUITE 806, BOSTON, MA, 02109
Phone: 857-453-4243
AUM: $745.8M

AUM over time

$712.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $745.8M97 positionsView on SEC.gov

			% of Portfolio
3m Company Com	COM	$431K	0.1%Prev: 0.1%	2,694 SH	Increased
Abbott Laboratories	COM	$1.2M	0.2%Prev: 0.2%	9,869 SH	Increased
AbbVie	COM	$18.9M	2.5%Prev: 2.9%	82,522 SH	Increased-4,457 SH
Accenture Ltd	COM	$7.6M	1.0%Prev: 1.0%	28,437 SH	Increased-536 SH
Alliance Bernstein Hldg Unit Ltd Partn	LP	$264K	0.0%	6,863 SH	New
Alphabet Class A	COM	$20.3M	2.7%Prev: 2.4%	64,898 SH	Increased-4,243 SH
Alphabet Class C	COM	$34.3M	4.6%Prev: 4.0%	109,446 SH	Increased-2,324 SH
Amazon	COM	$26.1M	3.5%Prev: 3.7%	113,085 SH	Increased-4,020 SH
Amgen Inc Com	COM	$1.1M	0.1%Prev: 0.1%	3,356 SH	Increased
Analog Devices	COM	$18.1M	2.4%Prev: 2.3%	66,583 SH	Increased+1,909 SH
AON	COM	$12.0M	1.6%Prev: 1.7%	34,010 SH	Increased+1,531 SH
Apple	COM	$34.5M	4.6%Prev: 4.7%	126,902 SH	Increased-883 SH
Applied Materials	COM	$1.0M	0.1%Prev: 0.1%	4,084 SH	Increased
ASML Holdings NV-NY	COM	$16.9M	2.3%Prev: 2.1%	15,760 SH	Increased+793 SH
Automatic Data Processing	COM	$21.7M	2.9%Prev: 3.5%	84,477 SH	Increased+2,496 SH
Bank of Nova Scotia	COM	$323K	0.0%Prev: 0.0%	4,390 SH	Increased
Berkshire Hathawayinc Del Cl B New	COM	$507K	0.1%	1,008 SH	New
Brookfield Renewable Energy Partners LP	LP	$256K	0.0%	9,483 SH	New
Byline Bancorp Inc	COM	$310K	0.0%	10,624 SH	New
Cadence Design Sys	COM	$8.7M	1.2%Prev: 1.2%	27,708 SH	Increased+3,545 SH
CH Robinson Worldwide	COM	$330K	0.0%Prev: 0.0%	2,053 SH	Increased
Chubb	COM	$14.6M	2.0%Prev: 1.8%	46,821 SH	Increased+2,091 SH
Cisco Systems Inc	COM	$332K	0.0%Prev: 0.0%	4,309 SH	Increased
Coca Cola Company	COM	$433K	0.1%Prev: 0.0%	6,187 SH	Increased+1,131 SH
Colgate Palmolive	COM	$10.1M	1.3%Prev: 1.4%	127,324 SH	Increased+4,334 SH
Costco	COM	$21.5M	2.9%Prev: 3.3%	24,898 SH	Increased+585 SH
CrowdStrike Holdings	COM	$15.7M	2.1%Prev: 2.3%	33,399 SH	Increased+1,301 SH
Danaher	COM	$4.1M	0.5%Prev: 1.6%	17,877 SH	Increased-37,503 SH
Datadog Inc	COM	$9.6M	1.3%Prev: 1.4%	70,303 SH	Increased+1,313 SH
Digital Realty Trust	COM	$11.8M	1.6%Prev: 1.8%	76,331 SH	Increased+3,699 SH
Ecolab	COM	$17.3M	2.3%Prev: 2.6%	65,850 SH	Increased+1,387 SH
Emerson Electric	COM	$14.4M	1.9%Prev: 2.1%	108,251 SH	Increased+685 SH
Expeditors	COM	$2.2M	0.3%Prev: 0.3%	14,749 SH	Increased
Exxon Mobil Corp Com	COM	$461K	0.1%Prev: 0.0%	3,831 SH	Increased+812 SH
Gilead Sciences Inc.	COM	$492K	0.1%Prev: 0.1%	4,006 SH	Increased
Goldman Sachs Group Com	COM	$215K	0.0%Prev: 0.0%	245 SH	Increased-78 SH
Grainger Ww Inc.	COM	$268K	0.0%Prev: 0.0%	266 SH	Increased
HDFC Bank	COM	$11.9M	1.6%Prev: 1.6%	326,483 SH	Increased+10,258 SH
Home Depot	COM	$6.8M	0.9%Prev: 1.2%	19,711 SH	Increased-43 SH
Int'l Business Machines Corp	COM	$373K	0.1%	1,259 SH	New
Invesco QQQ Trust	CEMF	$927K	0.1%Prev: 0.1%	1,509 SH	Increased+42 SH
Invesco Ultrashort Duration	CEMF	$296K	0.0%	5,900 SH	New
Ishares 3-7 Year Treasury Bond	CEMF	$459K	0.1%	3,847 SH	New
ishares Barclays 7-10 Year ETF	CEMF	$1.2M	0.2%	12,213 SH	New
iShares Barclays Short Treasury Bond ETF	CEMF	$23.3M	3.1%	211,520 SH	New
iShares Edge MSCI Min Vol ETF	CEMF	$333K	0.0%	3,535 SH	New
Ishares ESG Aware US Aggregate Bond ETF	CEMF	$12.9M	1.7%	269,254 SH	New
iShares Global Green Bond ETF	CEMF	$1.8M	0.2%	37,144 SH	New
iShares IBOXX USD Hi Yield Bond	CEMF	$728K	0.1%	9,023 SH	New
iShares MSCI USA ESG Select	CEMF	$549K	0.1%Prev: 0.1%	3,937 SH	Increased
iShares Natnl AMT Free Muni Bond ETF	CEMF	$2.2M	0.3%	20,576 SH	New
iShares Short-Term National Muni Bond ETF	CEMF	$698K	0.1%	6,541 SH	New
Ishares Tr S&p 500 Index Fund	CEMF	$330K	0.0%	482 SH	New
Johnson And Johnson Com	COM	$223K	0.0%Prev: 0.0%	1,078 SH	Increased-184 SH
Jpmorgan Chase & Co	COM	$339K	0.0%Prev: 0.1%	1,051 SH	Increased-171 SH
Kroger	COM	$11.9M	1.6%Prev: 1.8%	190,483 SH	Increased+9,712 SH
Lilly Eli & Company	COM	$14.1M	1.9%Prev: 1.0%	13,093 SH	Increased+3,918 SH
Linde	COM	$17.0M	2.3%Prev: 2.6%	39,984 SH	Increased+2,738 SH
Magnum Ice Cream NV	COM	$781K	0.1%	49,244 SH	New
Mastercard Inc.	COM	$269K	0.0%Prev: 0.0%	472 SH	Increased
Mc Donalds Corp	COM	$572K	0.1%Prev: 0.1%	1,872 SH	Increased-140 SH
Mercadolibre	COM	$30.5M	4.1%Prev: 4.9%	15,122 SH	Increased+778 SH
Merck & Co Inc New	COM	$560K	0.1%Prev: 0.1%	5,318 SH	Increased-188 SH
Micron Technology Inc	COM	$324K	0.0%	1,135 SH	New
Microsoft	COM	$34.7M	4.7%Prev: 5.4%	71,718 SH	Increased+605 SH
National Grid Plc Adr	COM	$4.9M	0.7%Prev: 0.7%	63,774 SH	Increased+1,189 SH
Netflix Inc	COM	$3.9M	0.5%Prev: 0.1%	41,175 SH	Increased+40,875 SH
Novartis	COM	$11.2M	1.5%Prev: 1.6%	80,982 SH	Increased-6,225 SH
Nvidia Corp	COM	$29.8M	4.0%Prev: 3.6%	160,048 SH	Increased+28,228 SH
O Reilly Automotive Inc.	COM	$233K	0.0%Prev: 0.0%	2,550 SH	Increased
Pepsico Incorporated	COM	$430K	0.1%Prev: 0.1%	2,995 SH	Increased
Pfizer Incorporated	COM	$426K	0.1%Prev: 0.1%	17,102 SH	Increased-3,000 SH
PNC	COM	$10.9M	1.5%Prev: 1.0%	51,998 SH	Increased+16,644 SH
Procter & Gamble Co	COM	$945K	0.1%Prev: 0.2%	6,596 SH	Increased-252 SH
Prologis Inc.	COM	$9.0M	1.2%Prev: 1.1%	70,308 SH	Increased+5,873 SH
S P D R S&p 500 Etf Tr Expiring 01/22/2118	CEMF	$11.9M	1.6%	17,424 SH	New
S&P Global Inc	COM	$7.8M	1.0%Prev: 1.0%	14,961 SH	Increased+409 SH
Southern Co.	COM	$231K	0.0%Prev: 0.0%	2,650 SH	Increased
Telefonica Sa Spain Adr	COM	$217K	0.0%Prev: 0.0%	53,575 SH	Increased
Tesla Motors	COM	$503K	0.1%Prev: 0.0%	1,118 SH	Increased+350 SH
Tjx Companies	COM	$27.4M	3.7%Prev: 3.8%	178,684 SH	Increased-550 SH
Toronto-Dominion Bank	COM	$208K	0.0%	2,204 SH	New
Transunion	COM	$9.3M	1.2%Prev: 1.3%	107,903 SH	Increased+4,985 SH
Unilever	COM	$14.4M	1.9%Prev: 2.1%	220,550 SH	Increased-17,951 SH
Vanguard Emerging Markets Gov Bond	CEMF	$214K	0.0%	3,178 SH	New
Vanguard ESG Intl Stock	CEMF	$371K	0.0%Prev: 0.0%	5,184 SH	Increased+1,812 SH
Vanguard ESG US Stock ETF	CEMF	$963K	0.1%Prev: 0.1%	7,964 SH	Increased+2,009 SH
Vanguard Intermediate Treasury	CEMF	$786K	0.1%	13,120 SH	New
Vanguard Mortgage-Backed Securities ETF	CEMF	$16.3M	2.2%	345,206 SH	New
Vanguard S&P 500 ETF	CEMF	$1.6M	0.2%Prev: 0.2%	2,601 SH	Increased+99 SH
Vanguard Short-Term Treasury Bond ETF	CEMF	$9.9M	1.3%	169,373 SH	New
Vanguard Tax-Exempt Bond ETF	CEMF	$6.4M	0.9%	127,580 SH	New
Vanguard Utilities ETF	CEMF	$405K	0.1%Prev: 0.1%	2,189 SH	Increased
VISA	COM	$31.1M	4.2%Prev: 4.3%	88,610 SH	Increased+1,578 SH
Wal-Mart Stores Inc	COM	$771K	0.1%Prev: 0.1%	6,916 SH	Increased+62 SH
Waste Connections Inc	COM	$8.1M	1.1%	46,362 SH	New
WisdomTree U.S. LargeCap Dividend	CEMF	$995K	0.1%	11,300 SH	New

Sold (vs prior filing)

Adobe Systems Inc — $204
Alliance Bernstein Hldg Unit L — $262
Astrazeneca PLC ADR — $11K
Berkshire Hathawayinc Del Cl — $515
Brookfield Renewable Energy Pa — $245
Calvert International Responsi — $288
Calvert US Large Cap Growth Re — $697
Calvert US Large Cap Responsib — $392
Celsius Holdings Inc — $209
Int'l Business Machines Corp — $412
Intesa Sanpaolo — $8K
Kellanova — $296
Keyence — $10K
Kraft Heinz Company — $306
Lonza Group — $9K
Marvell Technology Group Ltd — $211
Meta Platforms Inc. — $250
MongoDB Inc — $219
Morgan Stanley — $323
Novo Nordisk A/S-B — $2K
… and 8 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0001394096-26-000001	$745.8M	View
Nov 10, 2025	Q3 2025	13F-HR	0001394096-25-000006	$687K	View
Aug 6, 2026	Q2 2026