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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 $712,689,661
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 116,067 $33,585,193 4.71%
2.
Alphabet Inc.
 GOOGL 94,073 $33,238,816 4.66%
3.
Nvidia Corp
 NVDA 145,878 $29,188,657 4.1%
4.
Ishares Barclays Short Treasury Bond Etf
 244,953 $27,030,578 3.79%
5.
Microsoft Corp
 MSFT 68,317 $25,483,480 3.58%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.