Zevin Asset Management as of Sept. 30, 2022
Portfolio Holdings for Zevin Asset Management
Zevin Asset Management holds 76 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Automatic Data Processing (ADP) | 5.5 | $23M | 103k | 226.19 | |
Apple (AAPL) | 4.9 | $21M | 149k | 138.20 | |
Visa (V) | 4.7 | $20M | 113k | 177.65 | |
Danaher Corporation (DHR) | 4.0 | $17M | 66k | 258.29 | |
MercadoLibre (MELI) | 3.8 | $16M | 19k | 827.76 | |
Analog Devices (ADI) | 3.7 | $16M | 113k | 139.34 | |
United Parcel Service (UPS) | 3.7 | $16M | 97k | 161.54 | |
Alphabet Inc Class C cs (GOOG) | 3.7 | $16M | 162k | 96.15 | |
Microsoft Corporation (MSFT) | 3.7 | $16M | 66k | 232.90 | |
Costco Wholesale Corporation (COST) | 3.6 | $15M | 32k | 472.28 | |
Unilever (UL) | 3.3 | $14M | 320k | 43.84 | |
Linde | 3.1 | $13M | 48k | 269.59 | |
Alphabet Inc Class A cs (GOOGL) | 3.1 | $13M | 136k | 95.65 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.8 | $12M | 29k | 401.17 | |
TJX Companies (TJX) | 2.8 | $12M | 189k | 62.12 | |
Abbvie (ABBV) | 2.7 | $11M | 85k | 134.21 | |
Amazon (AMZN) | 2.6 | $11M | 99k | 113.00 | |
Colgate-Palmolive Company (CL) | 2.6 | $11M | 157k | 70.25 | |
Verizon Communications (VZ) | 2.4 | $10M | 269k | 37.97 | |
Emerson Electric (EMR) | 2.3 | $9.7M | 132k | 73.22 | |
Kroger (KR) | 2.2 | $9.4M | 215k | 43.75 | |
HDFC Bank (HDB) | 2.2 | $9.2M | 157k | 58.42 | |
Chubb (CB) | 2.1 | $8.7M | 48k | 181.89 | |
Aon (AON) | 1.9 | $8.2M | 31k | 267.86 | |
eBay (EBAY) | 1.9 | $8.2M | 222k | 36.81 | |
Ecolab (ECL) | 1.8 | $7.7M | 53k | 144.41 | |
Paypal Holdings (PYPL) | 1.7 | $7.2M | 84k | 86.07 | |
Novartis (NVS) | 1.6 | $6.8M | 89k | 76.01 | |
Keyence Corp Ord (KYCCF) | 1.5 | $6.4M | 19k | 330.87 | |
Digital Realty Trust (DLR) | 1.5 | $6.2M | 62k | 99.17 | |
Expeditors International of Washington (EXPD) | 1.4 | $5.8M | 66k | 88.32 | |
Transunion (TRU) | 1.0 | $4.1M | 70k | 59.48 | |
Edp Renovais Sa Oviedo Shs Isi (EDRVF) | 1.0 | $4.1M | 197k | 20.62 | |
Vestas (VWSYF) | 0.8 | $3.4M | 181k | 18.67 | |
Home Depot (HD) | 0.8 | $3.3M | 12k | 275.89 | |
Euronext N V Ordinary Share (EUXTF) | 0.7 | $3.0M | 47k | 63.82 | |
Novozymes A/s Unspons (NVZMY) | 0.7 | $2.9M | 57k | 50.06 | |
Croda Intl Plc Ord F (COIHF) | 0.7 | $2.8M | 40k | 72.05 | |
Novozymes A/s Shs B for (NVZMF) | 0.6 | $2.5M | 49k | 50.52 | |
PNC Financial Services (PNC) | 0.5 | $2.3M | 16k | 149.45 | |
Kubota (KUBTF) | 0.4 | $1.8M | 127k | 13.84 | |
Novo-nordisk A/s Sedol# 707752 | 0.4 | $1.7M | 17k | 100.42 | |
Vestas Wind Systems - Unsp (VWDRY) | 0.4 | $1.6M | 271k | 6.09 | |
GSK (GSK) | 0.4 | $1.6M | 54k | 29.44 | |
Orsted A/s (DNNGY) | 0.3 | $1.3M | 49k | 26.47 | |
Kubota Corporation (KUBTY) | 0.3 | $1.2M | 17k | 69.60 | |
Procter & Gamble Company (PG) | 0.2 | $1.0M | 8.3k | 126.23 | |
Abbott Laboratories (ABT) | 0.2 | $952k | 9.8k | 96.79 | |
Peak (DOC) | 0.2 | $805k | 35k | 22.91 | |
Merck & Co (MRK) | 0.2 | $675k | 7.8k | 86.14 | |
S P D R S&p 500 Etf Tr Expirin Cemf (SPY) | 0.1 | $576k | 1.6k | 356.88 | |
Gilead Sciences (GILD) | 0.1 | $519k | 8.4k | 61.71 | |
Kellogg Company (K) | 0.1 | $474k | 6.8k | 69.60 | |
Applied Materials (AMAT) | 0.1 | $459k | 5.6k | 81.94 | |
iShares MSCI USA ESG Select Cemf (SUSA) | 0.1 | $449k | 5.9k | 75.91 | |
Pfizer (PFE) | 0.1 | $442k | 10k | 43.72 | |
Pepsi (PEP) | 0.1 | $442k | 2.7k | 163.40 | |
McDonald's Corporation (MCD) | 0.1 | $422k | 1.8k | 230.60 | |
3M Company (MMM) | 0.1 | $298k | 2.7k | 110.62 | |
Starbucks Corporation (SBUX) | 0.1 | $264k | 3.1k | 84.16 | |
Exxon Mobil Corporation (XOM) | 0.1 | $242k | 2.8k | 87.40 | |
Swiss Re (SSREY) | 0.1 | $239k | 13k | 18.31 | |
Orsted F (DOGEF) | 0.1 | $233k | 2.9k | 80.21 | |
Berkshire Hathaway (BRK.B) | 0.1 | $228k | 853.00 | 267.29 | |
O'reilly Automotive (ORLY) | 0.1 | $225k | 320.00 | 703.12 | |
Wisdomtree US Quality Div Grwt Cemf (DGRW) | 0.1 | $221k | 4.1k | 53.90 | |
Calvert Equity Class I MF (CEYIX) | 0.0 | $208k | 2.8k | 73.76 | |
Alliance Bernstein Hldg Unit L LP (AB) | 0.0 | $208k | 5.9k | 35.08 | |
General Mills (GIS) | 0.0 | $206k | 2.7k | 76.58 | |
Ambev | 0.0 | $185k | 66k | 2.83 | |
WCM Focused International Grow MF (WCMIX) | 0.0 | $180k | 10k | 17.40 | |
Telefonica (TEF) | 0.0 | $174k | 54k | 3.25 | |
Vodacom Group Ltd Sedol# B65b4 | 0.0 | $163k | 24k | 6.74 | |
New York Community Ban | 0.0 | $98k | 12k | 8.53 | |
Hanesbrands (HBI) | 0.0 | $96k | 14k | 6.98 | |
Haleon Plc Spon Ads (HLN) | 0.0 | $67k | 11k | 6.05 |