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Jennifer Kelley

Zevin Asset Management Llc

Assets Managed
$722.996M
Holdings
93
Last Quarter
2026 - Q1
Filed Date
2mo 5d ago
Growth Rate
-3.05%(2Q avg: 2.73%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Zevin Asset Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 93 positions.

Assets under management

The assets under management (AUM) of Zevin Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 722.996M in assets, with a quarterly growth rate of -3.05% and a 2-quarter average growth rate of 2.73%. The portfolio is managed by Jennifer Kelley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -2.76%
4.34%
$31.316M
123,393 shares@ $253.8 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
Increased 25.94%
4.07%
$29.405M
266,374 shares@ $110.4 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -9.99%
3.91%
$28.257M
98,506 shares@ $286.87 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.75%
3.89%
$28.119M
161,234 shares@ $174.4 avg price
TJX
Tjx Companies Inc
Recent Activity
Decreased -3.79%
3.8%
$27.453M
171,906 shares@ $159.7 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.36%
3.76%
$27.174M
73,410 shares@ $370.18 avg price
MELI
Mercadolibre Inc
Recent Activity
Increased 1.65%
3.68%
$26.577M
15,371 shares@ $1729.02 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -0.96%
3.67%
$26.522M
87,751 shares@ $302.25 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -0.97%
3.4%
$24.567M
24,655 shares@ $996.42 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.36%
3.25%
$23.465M
112,668 shares@ $208.27 avg price

1-10 of 93