1y return+11.5%S&P 500 +20.9%
3y return+45.0%S&P 500 +68.5%
5y return+41.5%S&P 500 +74.5%
10y return+164.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $265 against $357 in the S&P 500.2
Zevin Asset Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple | $33.6M | 4.7% | −5.9% |
| GOOGAlphabet Class C | $33.2M | 4.7% | −4.5% |
| NVDANvidia Corp | $29.2M | 4.1% | −9.5% |
| SHViShares Barclays Short Treasury Bond ETF | $27.0M | 3.8% | −8.0% |
| MSFTMicrosoft | $25.5M | 3.6% | −6.9% |
| VVisa | $25.2M | 3.5% | −16.4% |
| MELIMercadolibre | $24.9M | 3.5% | −4.4% |
| TJXTjx Companies | $23.3M | 3.3% | −10.6% |
| AMZNAmazon | $23.0M | 3.2% | −14.4% |
| ASML Holdings NV-NYCUSIP N07059210 | $21.3M | 3.0% | −8.6% |
| CRWDCrowdStrike Holdings | $20.6M | 2.9% | −20.9% |
| ADIAnalog Devices | $19.9M | 2.8% | −6.7% |
| ABBVAbbVie | $19.3M | 2.7% | −6.1% |
| ADPAutomatic Data Processing | $18.5M | 2.6% | −5.3% |
| COSTCostco | $18.3M | 2.6% | −20.8% |
| GOOGLAlphabet Class A | $17.0M | 2.4% | −12.7% |
| VMBSVanguard Mortgage-Backed Securities ETF | $16.3M | 2.3% | −4.1% |
| LindeCUSIP G54950103 | $16.3M | 2.3% | −3.2% |
| LLYLilly Eli & Company | $14.8M | 2.1% | −10.5% |
| VGSHVanguard Short-Term Treasury Bond ETF | $14.4M | 2.0% | +6.5% |
| ChubbCUSIP H1467J104 | $14.0M | 2.0% | −11.4% |
| DDOGDatadog Inc | $12.9M | 1.8% | −26.9% |
| AVGOBroadcom Ltd. | $12.8M | 1.8% | −6.9% |
| EAGGIshares ESG Aware US Aggregate Bond ETF | $12.5M | 1.8% | −5.5% |
| DLRDigital Realty Trust | $12.4M | 1.7% | −8.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Class A | June 30, 2020 | +404.0% | $17.0M |
| GOOGAlphabet Class C | June 30, 2020 | +399.9% | $33.2M |
| NVDANvidia Corp | June 30, 2023 | +373.0% | $29.2M |
| ADIAnalog Devices | June 30, 2020 | +223.9% | $19.9M |
| AAPLApple | June 30, 2020 | +217.3% | $33.6M |
| COSTCostco | June 30, 2020 | +208.5% | $18.3M |
| TJXTjx Companies | June 30, 2020 | +199.6% | $23.3M |
| ChubbCUSIP H1467J104 | June 30, 2020 | +169.1% | $14.0M |
| ABBVAbbVie | June 30, 2020 | +156.3% | $19.3M |
| EMREmerson Electric | June 30, 2020 | +130.8% | $10.9M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.2% | +14.8% |
| March 31, 2026 | −4.4% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +3.4% | +7.8% |
| June 30, 2025 | +9.0% | +10.5% |
| March 31, 2025 | −2.2% | −4.6% |
| December 31, 2024 | −1.5% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +3.4% | +4.0% |
| March 31, 2024 | +6.6% | +10.0% |
| December 31, 2023 | +9.2% | +11.2% |
| September 30, 2023 | −2.6% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +7.4% | +7.0% |
| December 31, 2022 | +7.3% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −14.9% | −16.5% |
| March 31, 2022 | −6.6% | −4.9% |
| December 31, 2021 | +7.3% | +10.7% |
| September 30, 2021 | +0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Zevin Asset Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1394096&type=13F-HR&dateb=&owner=include&count=40CIK 1394096
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1394096/000139409626000003/Filed August 6, 2026 · accession 0001394096-26-000003