Zevin-Asset-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "TRU", "BEP", "ACN", "MMM", "ABT", "ABBV", "GOOGL", null, "ASML", null, "EXPD", "GILD", "HD", "AZN", "MCD", "AMAT", "EMR", null, "LIN", null, "MSFT", "NVS", "ORLY", "KR", "PEP", "PNC", "AAPL", "SPY", "ECL", "NVDA", "PFE", "PG", "MRK", "AMGN", "SPGI", null, null, null, null, null, null, "IBM", "SBUX", "TJX", "UL", "AB", "TEF", "K", null, "AON", "NVO", "AMZN", "HDB", null, null, "VOO", "V", "WMT", "SO", "MELI", "GWW", "ADP", "BRK-B", "CHRW", "CB", "CSCO", "KO", "CL", "COST", "CRWD", "DHR", "DDOG", "DLR", "ADI", "QQQ", "GOOG", "XOM", "JNJ", "LLY", "NFLX", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-06
- Total Holdings
- 81
- Total Value
- 630878
- Accession Number
- 0001394096-25-000002
- Form Type
- 13F-HR
- Manager Name
- Zevin-Asset-Management
Data Enrichment
84% identified68 identified13 unidentified
Holdings
81 positions • $630.9K total value
Manager:
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041725109
Shares:24.2K
Value:$165.0K
% of Portfolio:26.2% ($165.0K/$630.9K)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip041725109)✕ | 24.2K | All Managers (Combined) | $165.0K | 26.2% ($165.0K/$630.9K) | QoQ +26.92% (+$0)YoY +30.95% (+$0) |