Zevin Asset Management LLC Purchases in Q3 2025

Zevin Asset Management LLC

  • $687 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PLD
Prologis, Inc.

Real Estate
64.4K
New
$104.08 - $115.35 $6.71M - $7.43M
64.4K $7.38M
NVDA
Nvidia Corp

Technology
6.75K
+ 5.4%
$153.3 - $186.58 $1.03M - $1.26M
132K $24.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
277
+ 1.67%
$617.65 - $666.84 $171K - $185K
16.9K $11.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
818
+ 126.04%
$546.99 - $602.2 $447K - $493K
1.47K $881K
TSLA
Tesla, Inc.

Consumer Cyclical
768
New
$293.94 - $444.72 $226K - $342K
768 $342K
MS
Morgan Stanley

Financial Services
2.03K
New
$139.09 - $161.16 $283K - $328K
2.03K $323K
CRM
Salesforce, Inc.

Technology
1.35K
New
$231.66 - $273.65 $312K - $368K
1.35K $319K
KHC
Kraft Heinz CO

Consumer Defensive
11.8K
New
$25.63 - $28.94 $301K - $340K
11.8K $306K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
2.05K
New
$96.73 - $137.09 $199K - $281K
2.05K $272K
MA
Mastercard Inc

Financial Services
472
New
$550.18 - $598.96 $260K - $283K
472 $268K
META
Meta Platforms, Inc.

Communication Services
341
New
$695.21 - $791.73 $237K - $270K
341 $250K
JNJ
Johnson & Johnson

Healthcare
1.26K
New
$155.17 - $185.42 $196K - $234K
1.26K $234K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.59K
+ 36.3%
$109.47 - $119.06 $174K - $189K
5.96K $705K
MDB
Mongo Db, Inc.

Technology
706
New
$201.0 - $334.87 $142K - $236K
706 $219K
Vanguard 500 Index
348
New
N/A
348 $215K
MRVL
Marvell Technology, Inc.

Technology
2.51K
New
$62.31 - $84.07 $156K - $211K
2.51K $211K
CELH
Celsius Holdings, Inc.

Consumer Defensive
3.63K
New
$42.74 - $62.88 $155K - $228K
3.63K $209K
ADBE
Adobe Inc.

Technology
577
New
$333.65 - $392.1 $193K - $226K
577 $204K
IBM
International Business Machines Corp

Technology
642
+ 78.58%
$234.77 - $292.47 $151K - $188K
1.46K $412K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
78
+ 3.22%
$567.77 - $614.76 $44.3K - $48K
2.5K $1.53M
VPU
Vanguard Utilities ETF

ETFs
660
+ 43.17%
$175.25 - $189.41 $116K - $125K
2.19K $415K
AMGN
Amgen Inc

Healthcare
379
+ 12.73%
$271.18 - $309.22 $103K - $117K
3.36K $947K
PFE
Pfizer Inc

Healthcare
3K
+ 17.54%
$23.29 - $25.88 $69.9K - $77.6K
20.1K $512K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
150
+ 17.16%
$459.11 - $506.91 $68.9K - $76K
1.02K $515K
ABT
Abbott Laboratories

Healthcare
652
+ 7.07%
$120.51 - $136.62 $78.6K - $89.1K
9.87K $1.32M
JPM
Jpmorgan Chase & CO

Financial Services
125
+ 11.39%
$282.78 - $316.06 $35.3K - $39.5K
1.22K $385K
KO
Coca Cola CO

Consumer Defensive
1.22K
+ 31.91%
$65.67 - $71.67 $80.3K - $87.7K
5.06K $335K
MCD
Mcdonalds Corp

Consumer Cyclical
140
+ 7.48%
$291.67 - $316.99 $40.8K - $44.4K
2.01K $611K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
274
+ 8.84%
$64.58 - $69.94 $17.7K - $19.2K
3.37K $234K
PG
Procter & Gamble CO

Consumer Defensive
299
+ 4.57%
$150.47 - $161.22 $45K - $48.2K
6.85K $1.05M
HDB
Hdfc Bank LTD

Financial Services
142K
+ 81.47%
$34.14 - $78.94 $4.85M - $11.2M
316K $10.8M
Activity Summary
Buys All Purchases 32 New Holdings 15 Increased Positions 17 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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