ZEVIN ASSET MANAGEMENT LLC Diversified Active

CIK: 0001394096 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 6, 2019

Total Value ($000): $310,801 (100.0% shares, 0.0% debt)

Holdings (92)

ADP Auto Data Processing 6.9%
Value ($000) $21,384 Shares 129,343 Est. Cost $53.78 Unrealized +162.1%
VISA Inc. 6.3%
Value ($000) $19,439 Shares 112,009 Est. Cost $79.35 Unrealized
Unilever Plc 5.3%
Value ($000) $16,469 Shares 265,756 Est. Cost $40.71 Unrealized
Mercadolibre Inc. 4.1%
Value ($000) $12,734 Shares 20,815 Est. Cost $121.98 Unrealized
COST Costco Whsl Corp New 3.9%
Value ($000) $12,021 Shares 45,489 Est. Cost $135.19 Unrealized +67.6%
VZ Verizon Communications 3.8%
Value ($000) $11,740 Shares 205,495 Est. Cost $33.36 Unrealized +20.0%
ADI Analog Devices Inc Com 3.4%
Value ($000) $10,510 Shares 93,113 Est. Cost $45.17 Unrealized +112.5%
TJX Tjx Cos Inc New 3.3%
Value ($000) $10,336 Shares 195,470 Est. Cost $36.24 Unrealized +34.3%
UPS United Parcel Svc Cl B 3.3%
Value ($000) $10,321 Shares 99,946 Est. Cost $62.72 Unrealized +27.8%
Alphabet Inc Cl C 3.2%
Value ($000) $9,854 Shares 9,116 Est. Cost $758.22 Unrealized
DHR Danaher Corp Del 3.0%
Value ($000) $9,468 Shares 66,247 Est. Cost $71.66 Unrealized +60.4%
EBAY Ebay Inc Com 2.7%
Value ($000) $8,419 Shares 213,130 Est. Cost $25.05 Unrealized +34.3%
Linde PLC 2.7%
Value ($000) $8,405 Shares 41,860 Est. Cost $156.04 Unrealized
AT&T Inc 2.6%
Value ($000) $8,039 Shares 239,905 Est. Cost $34.19 Unrealized
Alphabet Inc Cl A 2.5%
Value ($000) $7,767 Shares 7,173 Est. Cost $726.46 Unrealized
ECL Ecolab Inc 2.4%
Value ($000) $7,455 Shares 37,759 Est. Cost $114.73 Unrealized +51.0%
Keyence Corp 6861 JP Sedol 64 2.1%
Value ($000) $6,642 Shares 10,822 Est. Cost $484.11 Unrealized
Booking Holdings 2.1%
Value ($000) $6,610 Shares 3,526 Est. Cost $2078.43 Unrealized
EMR Emerson Elec Co 1.9%
Value ($000) $5,934 Shares 88,945 Est. Cost $46.51 Unrealized +23.6%
AAPL Apple Inc 1.8%
Value ($000) $5,744 Shares 29,023 Est. Cost $33.12 Unrealized +40.8%
Swiss RE AG Sedol# B545MG5 CH 1.8%
Value ($000) $5,702 Shares 56,020 Est. Cost $86.31 Unrealized
HDFC Bank Limited ADR 1.7%
Value ($000) $5,347 Shares 41,120 Est. Cost $102.58 Unrealized
AbbVie Inc. 1.6%
Value ($000) $4,983 Shares 68,520 Est. Cost $56.27 Unrealized
PNC Pnc Financial Service Group 1.5%
Value ($000) $4,643 Shares 33,818 Est. Cost $108.17 Unrealized -3.8%
CL Colgate Palmolive 1.4%
Value ($000) $4,452 Shares 62,112 Est. Cost $54.04 Unrealized +12.6%
AMZN Amazon Com Inc 1.4%
Value ($000) $4,429 Shares 2,339 Est. Cost $38.57 Unrealized +141.5%
Novartis Adr 1.2%
Value ($000) $3,765 Shares 41,236 Est. Cost $91.47 Unrealized
Chubb Ltd 1.2%
Value ($000) $3,627 Shares 24,622 Est. Cost $133.39 Unrealized
Hcp Inc. Reit 1.1%
Value ($000) $3,528 Shares 110,321 Est. Cost $27.68 Unrealized
EXPD Expeditors Intl Wash Inc. 1.1%
Value ($000) $3,308 Shares 43,608 Est. Cost $41.84 Unrealized +66.3%
TCTZF Tencent Holdings Sedol# BMMV2K 1.0%
Value ($000) $2,964 Shares 65,675 Est. Cost $34.03 Unrealized +35.5%
AXAHY AXA common ADR 0.9%
Value ($000) $2,927 Shares 111,793 Est. Cost $25.46 Unrealized
INTC Intel Corp 0.9%
Value ($000) $2,886 Shares 60,298 Est. Cost $19.54 Unrealized +120.6%
Novozymes A/S B Shs sedol# B79 0.9%
Value ($000) $2,834 Shares 60,673 Est. Cost $35.49 Unrealized
Vestas Wind Sys New Ordf Sedol 0.9%
Value ($000) $2,785 Shares 32,195 Est. Cost $82.13 Unrealized
Cyrusone Inc. 0.8%
Value ($000) $2,601 Shares 45,054 Est. Cost $55.63 Unrealized
KUBTF Kubota Corp Sedol 6497509 JP 0.8%
Value ($000) $2,405 Shares 144,506 Est. Cost $15.23 Unrealized -1.1%
FMX Fomento Economico Mexicano Sa 0.6%
Value ($000) $2,018 Shares 20,859 Est. Cost $93.31 Unrealized
EPD Enterprise Prdts Prtn Lpl P 0.6%
Value ($000) $1,948 Shares 67,468 Est. Cost $28.87 Unrealized
TCEHY Tencent Holdings 0.6%
Value ($000) $1,857 Shares 41,024 Est. Cost $39.35 Unrealized
Croda International Sedol new 0.6%
Value ($000) $1,814 Shares 27,835 Est. Cost $65.17 Unrealized
PayPal Holdings, Inc. 0.6%
Value ($000) $1,716 Shares 14,991 Est. Cost $39.03 Unrealized
NVZMY Novozymes A/S B Shs ADR 0.5%
Value ($000) $1,624 Shares 34,899 Est. Cost $40.55 Unrealized
Oracle Corp 0.5%
Value ($000) $1,470 Shares 25,802 Est. Cost $35.44 Unrealized
Nordea Bank AB sedol BYZF9J9 S 0.4%
Value ($000) $1,286 Shares 177,047 Est. Cost $8.00 Unrealized
HD Home Depot Inc 0.4%
Value ($000) $1,186 Shares 5,701 Est. Cost $93.95 Unrealized +80.5%
Glaxo Smith Kline Plc 0.3%
Value ($000) $1,082 Shares 27,041 Est. Cost $41.23 Unrealized
DLR Digital Realty Trust 0.3%
Value ($000) $1,079 Shares 9,163 Est. Cost $71.90 Unrealized +31.5%
Novo-Nordisk A/S Sedol# 707752 0.3%
Value ($000) $1,078 Shares 21,125 Est. Cost $64.77 Unrealized
Amcor PLC 0.3%
Value ($000) $1,062 Shares 92,408 Est. Cost $11.49 Unrealized
MSFT Microsoft Corp 0.3%
Value ($000) $1,031 Shares 7,694 Est. Cost $53.87 Unrealized +121.9%
PG Procter & Gamble Co 0.3%
Value ($000) $892 Shares 8,138 Est. Cost $58.80 Unrealized +53.9%
PEP Pepsico Incorporated 0.3%
Value ($000) $843 Shares 6,430 Est. Cost $65.63 Unrealized +59.6%
MCD Mc Donalds Corp 0.2%
Value ($000) $746 Shares 3,593 Est. Cost $71.80 Unrealized +136.4%
AMAT Applied Materials 0.2%
Value ($000) $714 Shares 15,903 Est. Cost $44.29 Unrealized -11.2%
JNJ Johnson And Johnson Com 0.2%
Value ($000) $665 Shares 4,778 Est. Cost $68.21 Unrealized +68.3%
IBM Int'l Business Machines Corp 0.2%
Value ($000) $659 Shares 4,781 Est. Cost $115.77 Unrealized -14.8%
AB Alliance Bernstein Hldg Unit L 0.2%
Value ($000) $659 Shares 22,175 Est. Cost $28.91 Unrealized
VFIAX Vanguard 500 Index 0.2%
Value ($000) $632 Shares 2,327 Est. Cost $250.88 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $627 Shares 7,453 Est. Cost $31.71 Unrealized +121.4%
3m Company Com 0.2%
Value ($000) $595 Shares 3,434 Est. Cost $133.43 Unrealized
Ingevity Corp 0.2%
Value ($000) $565 Shares 5,374 Est. Cost $44.30 Unrealized
WP Carey Inc 0.2%
Value ($000) $537 Shares 6,610 Est. Cost $67.24 Unrealized
Citrix Systems Inc. 0.2%
Value ($000) $523 Shares 5,333 Est. Cost $63.04 Unrealized
Alcon Inc. 0.2%
Value ($000) $522 Shares 8,409 Est. Cost $62.08 Unrealized
AOS AO Smith Corp 0.2%
Value ($000) $522 Shares 11,062 Est. Cost $53.09 Unrealized -18.3%
SBUX Starbucks Corp 0.1%
Value ($000) $464 Shares 5,535 Est. Cost $36.39 Unrealized +86.7%
Unilever N V Ny Shs Newf N Y R 0.1%
Value ($000) $455 Shares 7,500 Est. Cost $39.76 Unrealized
Merck & Co Inc New 0.1%
Value ($000) $419 Shares 5,000 Est. Cost $63.19 Unrealized
ITW Illinois Tool Works Inc 0.1%
Value ($000) $415 Shares 2,749 Est. Cost $49.85 Unrealized +157.9%
NKE Nike Inc 0.1%
Value ($000) $403 Shares 4,800 Est. Cost $46.12 Unrealized +67.1%
PFE Pfizer Incorporated 0.1%
Value ($000) $399 Shares 9,210 Est. Cost $22.15 Unrealized +31.9%
CVX Chevron Corporation 0.1%
Value ($000) $391 Shares 3,145 Est. Cost $72.28 Unrealized +24.9%
GWW Grainger Ww Inc. 0.1%
Value ($000) $390 Shares 1,454 Est. Cost $194.80 Unrealized +32.3%
OKE Oneok Inc 0.1%
Value ($000) $383 Shares 5,560 Est. Cost $41.63 Unrealized +5.4%
WAB Westinghouse Air Brake Tech. C 0.1%
Value ($000) $378 Shares 5,270 Est. Cost $54.63 Unrealized +24.7%
SSREY Swiss RE AG ADR 0.1%
Value ($000) $374 Shares 14,772 Est. Cost $23.58 Unrealized
MAR Marriott International Inc. 0.1%
Value ($000) $357 Shares 2,545 Est. Cost $65.50 Unrealized +92.7%
Exxon Mobil Corp Com 0.1%
Value ($000) $336 Shares 4,388 Est. Cost $89.33 Unrealized
ILMN Illumina Inc 0.1%
Value ($000) $316 Shares 858 Est. Cost $231.71 Unrealized +36.3%
SO Southern Co. 0.1%
Value ($000) $293 Shares 5,300 Est. Cost $32.85 Unrealized +25.9%
O Realty Income Corp 0.1%
Value ($000) $292 Shares 4,230 Est. Cost $36.01 Unrealized +37.4%
Orsted A/S Sedol# BYT16L4 DK 0.1%
Value ($000) $281 Shares 3,242 Est. Cost $64.85 Unrealized
Cedar Fair Lp 0.1%
Value ($000) $249 Shares 5,230 Est. Cost $47.61 Unrealized
GIS General Mills Inc 0.1%
Value ($000) $247 Shares 4,710 Est. Cost $35.78 Unrealized +15.2%
Aust&New Zealnd Bkg Ordf Sedol 0.1%
Value ($000) $237 Shares 11,950 Est. Cost $17.24 Unrealized
National Australian Bank sedol 0.1%
Value ($000) $225 Shares 11,970 Est. Cost $16.96 Unrealized
CEYIX Calvert Equity Class I 0.1%
Value ($000) $223 Shares 3,665 Est. Cost $56.83 Unrealized
NSRGY Nestle S A Reg B Adr F 1 Adr R 0.1%
Value ($000) $215 Shares 2,082 Est. Cost $103.27 Unrealized
SYY Sysco Corp Com 0.1%
Value ($000) $212 Shares 3,000 Est. Cost $54.12 Unrealized +10.0%
Kellogg Company 0.1%
Value ($000) $212 Shares 3,950 Est. Cost $50.13 Unrealized -16.9%
SYK Stryker Corp 0.1%
Value ($000) $206 Shares 1,000 Est. Cost $177.80 Unrealized 0.0%