ZEVIN ASSET MANAGEMENT LLC Diversified Active

CIK: 0001394096 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 29, 2019

Total Value ($000): $306,155 (100.0% shares, 0.0% debt)

Holdings (89)

ADP Auto Data Processing 6.9%
Value ($000) $21,035 Shares 131,683 Est. Cost $53.78 Unrealized +133.3%
VISA Inc. 5.8%
Value ($000) $17,677 Shares 113,175 Est. Cost $79.35 Unrealized
Unilever Plc 5.2%
Value ($000) $15,853 Shares 274,656 Est. Cost $40.71 Unrealized
VZ Verizon Communications 4.0%
Value ($000) $12,246 Shares 207,109 Est. Cost $33.36 Unrealized +16.8%
UPS United Parcel Svc Cl B 3.7%
Value ($000) $11,328 Shares 101,382 Est. Cost $62.72 Unrealized +29.1%
COST Costco Whsl Corp New 3.6%
Value ($000) $11,168 Shares 46,121 Est. Cost $135.19 Unrealized +46.7%
Alphabet Inc Cl C 3.6%
Value ($000) $10,918 Shares 9,305 Est. Cost $758.22 Unrealized
Mercadolibre Inc. 3.5%
Value ($000) $10,694 Shares 21,063 Est. Cost $121.98 Unrealized
TJX Tjx Cos Inc New 3.4%
Value ($000) $10,502 Shares 197,374 Est. Cost $36.24 Unrealized +25.5%
ADI Analog Devices Inc Com 3.3%
Value ($000) $10,007 Shares 95,063 Est. Cost $45.17 Unrealized +95.8%
DHR Danaher Corp Del 2.9%
Value ($000) $8,791 Shares 66,591 Est. Cost $71.66 Unrealized +38.7%
Alphabet Inc Cl A 2.8%
Value ($000) $8,576 Shares 7,287 Est. Cost $726.46 Unrealized
EBAY Ebay Inc Com 2.6%
Value ($000) $7,816 Shares 210,438 Est. Cost $24.94 Unrealized +24.0%
AT&T Inc 2.5%
Value ($000) $7,565 Shares 241,225 Est. Cost $34.19 Unrealized
Linde PLC 2.4%
Value ($000) $7,407 Shares 42,103 Est. Cost $156.04 Unrealized
Keyence Corp 6861 JP Sedol 64 2.2%
Value ($000) $6,887 Shares 11,052 Est. Cost $484.11 Unrealized
Swiss RE AG Sedol# B545MG5 CH 2.1%
Value ($000) $6,405 Shares 65,575 Est. Cost $86.31 Unrealized
ECL Ecolab Inc 2.1%
Value ($000) $6,390 Shares 36,196 Est. Cost $112.21 Unrealized +34.5%
Booking Holdings 2.1%
Value ($000) $6,318 Shares 3,621 Est. Cost $2078.43 Unrealized
EMR Emerson Elec Co 2.0%
Value ($000) $6,274 Shares 91,632 Est. Cost $46.51 Unrealized +20.5%
AAPL Apple Inc 1.8%
Value ($000) $5,509 Shares 29,005 Est. Cost $33.12 Unrealized +22.1%
AbbVie Inc. 1.8%
Value ($000) $5,500 Shares 68,241 Est. Cost $56.27 Unrealized
Novartis Adr 1.5%
Value ($000) $4,598 Shares 47,821 Est. Cost $91.47 Unrealized
CL Colgate Palmolive 1.4%
Value ($000) $4,328 Shares 63,152 Est. Cost $54.04 Unrealized +1.8%
PNC Pnc Financial Service Group 1.4%
Value ($000) $4,279 Shares 34,887 Est. Cost $108.17 Unrealized -10.5%
AMZN Amazon Com Inc 1.4%
Value ($000) $4,195 Shares 2,356 Est. Cost $38.57 Unrealized +115.8%
HDFC Bank Limited ADR 1.4%
Value ($000) $4,186 Shares 36,110 Est. Cost $98.77 Unrealized
Chubb Ltd 1.2%
Value ($000) $3,568 Shares 25,468 Est. Cost $133.39 Unrealized
Hcp Inc. Reit 1.1%
Value ($000) $3,480 Shares 111,171 Est. Cost $27.68 Unrealized
EXPD Expeditors Intl Wash Inc. 1.1%
Value ($000) $3,412 Shares 44,953 Est. Cost $41.84 Unrealized +58.7%
INTC Intel Corp 1.1%
Value ($000) $3,260 Shares 60,708 Est. Cost $19.54 Unrealized +124.3%
Vestas Wind Sys New Ordf Sedol 1.0%
Value ($000) $2,950 Shares 35,030 Est. Cost $82.13 Unrealized
TCTZF Tencent Holdings Sedol# BMMV2K 0.9%
Value ($000) $2,837 Shares 61,688 Est. Cost $33.25 Unrealized +32.0%
AXAHY AXA common ADR 0.9%
Value ($000) $2,776 Shares 110,342 Est. Cost $25.45 Unrealized
Novozymes A/S B Shs sedol# B79 0.9%
Value ($000) $2,733 Shares 59,388 Est. Cost $35.24 Unrealized
ASSA ABLOY Sedol# BYPC1T4 SE 0.8%
Value ($000) $2,537 Shares 117,260 Est. Cost $22.79 Unrealized
Croda International PLC Sedol 0.8%
Value ($000) $2,474 Shares 37,685 Est. Cost $50.62 Unrealized
KUBTF Kubota Corp Sedol 6497509 JP 0.8%
Value ($000) $2,403 Shares 166,331 Est. Cost $15.23 Unrealized -5.2%
Cyrusone Inc. 0.8%
Value ($000) $2,397 Shares 45,714 Est. Cost $55.63 Unrealized
FMX Fomento Economico Mexicano Sa 0.6%
Value ($000) $1,935 Shares 20,974 Est. Cost $93.31 Unrealized
TCEHY Tencent Holdings 0.6%
Value ($000) $1,854 Shares 40,331 Est. Cost $39.24 Unrealized
PayPal Holdings, Inc. 0.5%
Value ($000) $1,608 Shares 15,489 Est. Cost $39.03 Unrealized
NVZMY Novozymes A/S B Shs ADR 0.5%
Value ($000) $1,602 Shares 34,815 Est. Cost $40.55 Unrealized
Nordea Bank AB sedol BYZF9J9 S 0.5%
Value ($000) $1,552 Shares 203,482 Est. Cost $8.00 Unrealized
Oracle Corp 0.5%
Value ($000) $1,424 Shares 26,522 Est. Cost $35.44 Unrealized
Glaxo Smith Kline Plc 0.4%
Value ($000) $1,356 Shares 32,441 Est. Cost $41.23 Unrealized
Bemis Co Inc 0.4%
Value ($000) $1,226 Shares 22,101 Est. Cost $43.00 Unrealized
Novo-Nordisk A/S Sedol# 707752 0.4%
Value ($000) $1,107 Shares 21,125 Est. Cost $64.77 Unrealized
Citrix Systems Inc. 0.4%
Value ($000) $1,106 Shares 11,098 Est. Cost $63.04 Unrealized
DLR Digital Realty Trust 0.4%
Value ($000) $1,085 Shares 9,118 Est. Cost $71.90 Unrealized +22.1%
HD Home Depot Inc 0.3%
Value ($000) $1,065 Shares 5,551 Est. Cost $91.90 Unrealized +68.3%
PG Procter & Gamble Co 0.3%
Value ($000) $872 Shares 8,381 Est. Cost $58.80 Unrealized +39.6%
MSFT Microsoft Corp 0.3%
Value ($000) $859 Shares 7,284 Est. Cost $50.18 Unrealized +103.8%
PEP Pepsico Incorporated 0.3%
Value ($000) $788 Shares 6,430 Est. Cost $65.63 Unrealized +40.9%
Exxon Mobil Corp Com 0.2%
Value ($000) $744 Shares 9,208 Est. Cost $89.33 Unrealized
JNJ Johnson And Johnson Com 0.2%
Value ($000) $722 Shares 5,163 Est. Cost $68.21 Unrealized +61.8%
3m Company Com 0.2%
Value ($000) $714 Shares 3,434 Est. Cost $133.43 Unrealized
MCD Mc Donalds Corp 0.2%
Value ($000) $682 Shares 3,593 Est. Cost $71.80 Unrealized +115.3%
IBM Int'l Business Machines Corp 0.2%
Value ($000) $675 Shares 4,781 Est. Cost $115.77 Unrealized -18.3%
AOS AO Smith Corp 0.2%
Value ($000) $643 Shares 12,062 Est. Cost $53.09 Unrealized -17.5%
AB Alliance Bernstein Hldg Unit L 0.2%
Value ($000) $641 Shares 22,175 Est. Cost $28.91 Unrealized
AMAT Applied Materials 0.2%
Value ($000) $631 Shares 15,903 Est. Cost $44.29 Unrealized -20.2%
VFIAX Vanguard 500 Index 0.2%
Value ($000) $605 Shares 2,315 Est. Cost $250.88 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $596 Shares 7,453 Est. Cost $31.71 Unrealized +108.4%
Ingevity Corp 0.2%
Value ($000) $589 Shares 5,575 Est. Cost $44.30 Unrealized
WP Carey Inc 0.2%
Value ($000) $518 Shares 6,610 Est. Cost $67.24 Unrealized
Nordea Bank ADR 0.2%
Value ($000) $476 Shares 62,412 Est. Cost $7.89 Unrealized
Unilever N V Ny Shs Newf N Y R 0.1%
Value ($000) $446 Shares 7,650 Est. Cost $39.76 Unrealized
GWW Grainger Ww Inc. 0.1%
Value ($000) $438 Shares 1,454 Est. Cost $194.80 Unrealized +39.5%
SBUX Starbucks Corp 0.1%
Value ($000) $422 Shares 5,675 Est. Cost $36.39 Unrealized +62.8%
Merck & Co Inc New 0.1%
Value ($000) $416 Shares 5,000 Est. Cost $63.19 Unrealized
NKE Nike Inc 0.1%
Value ($000) $404 Shares 4,800 Est. Cost $46.12 Unrealized +63.4%
WAB Westinghouse Air Brake Tech. C 0.1%
Value ($000) $398 Shares 5,402 Est. Cost $54.63 Unrealized +26.6%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $395 Shares 2,749 Est. Cost $49.85 Unrealized +134.7%
PFE Pfizer Incorporated 0.1%
Value ($000) $391 Shares 9,210 Est. Cost $22.15 Unrealized +32.0%
OKE Oneok Inc 0.1%
Value ($000) $388 Shares 5,560 Est. Cost $41.63 Unrealized 0.0%
CVX Chevron Corporation 0.1%
Value ($000) $387 Shares 3,145 Est. Cost $72.28 Unrealized +21.0%
MAR Marriott International Inc. 0.1%
Value ($000) $350 Shares 2,795 Est. Cost $65.50 Unrealized +70.3%
SSREY Swiss RE AG ADR 0.1%
Value ($000) $346 Shares 14,201 Est. Cost $23.51 Unrealized
O Realty Income Corp 0.1%
Value ($000) $316 Shares 4,300 Est. Cost $36.01 Unrealized +32.0%
SO Southern Co. 0.1%
Value ($000) $274 Shares 5,300 Est. Cost $32.85 Unrealized +13.9%
ILMN Illumina Inc 0.1%
Value ($000) $259 Shares 833 Est. Cost $229.19 Unrealized +27.2%
Orsted A/S Sedol# BYT16L4 DK 0.1%
Value ($000) $246 Shares 3,242 Est. Cost $64.85 Unrealized
GIS General Mills Inc 0.1%
Value ($000) $244 Shares 4,710 Est. Cost $35.78 Unrealized 0.0%
Kellogg Company 0.1%
Value ($000) $227 Shares 3,950 Est. Cost $50.13 Unrealized -17.3%
Aust&New Zealnd Bkg Ordf Sedol 0.1%
Value ($000) $221 Shares 11,950 Est. Cost $17.24 Unrealized
CEYIX Calvert Equity Class I 0.1%
Value ($000) $218 Shares 3,836 Est. Cost $56.83 Unrealized
National Australian Bank sedol 0.1%
Value ($000) $215 Shares 11,970 Est. Cost $16.96 Unrealized
SYY Sysco Corp Com 0.1%
Value ($000) $200 Shares 3,000 Est. Cost $54.12 Unrealized 0.0%