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Home > Institutional Investor > Trillium Asset Management, Llc > Profile

Instuitional Investor - Trillium Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Trillium Asset Management, Llc
Portfolio Value $3,717,221,154
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 554,720 $275,924,815 7.42%
2.
Nvidia Corp
 NVDA 1,570,179 $248,073,363 6.67%
3.
Apple Inc.
 AAPL 684,369 $140,412,833 3.78%
4.
Alphabet Inc.
 GOOGL 789,377 $139,112,532 3.74%
5.
Mastercard Inc
 MA 154,418 $86,775,445 2.33%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)