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Home > Institutional Investor > Zevin Asset Management Llc > Profile

Instuitional Investor - Zevin Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Zevin Asset Management Llc
Portfolio Value $695,064
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Mercadolibre Inc
 MELI 14,525 $37,962 5.46%
2.
Microsoft Corp
 MSFT 73,248 $36,434 5.24%
3.
Visa Inc.
 V 91,346 $32,432 4.67%
4.
Automatic Data Processing Inc
 ADP 93,767 $28,918 4.16%
5.
Apple Inc.
 AAPL 136,608 $28,028 4.03%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)