ZEVIN ASSET MANAGEMENT LLC - Portfolio overview

ZEVIN ASSET MANAGEMENT LLC has 107 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - Apple, 4.38%
2. SHV - iShares Barclays Short Treasury Bond ETF, 4.11%
3. GOOG - Alphabet Class C, 3.95%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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