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Boston Common Asset Management, LLC — 13F Holdings & Portfolio

CIK 1409427 · latest 13F-HR filed 2026-07-21

Backtest portfolio

Boston Common Asset Management, LLC manages $1.69B in 13F-reported U.S. long-equity assets across 186 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TSM (7.51%), NVDA (4.33%), AAPL (3.86%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 21 new positions, exited 30, added to 68, and trimmed 71.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
200 STATE ST, 7TH FLOOR
BOSTON, MA 02109
Phone
(617) 720-5557
Filing Manager
Boston Common Asset Management, LLC
BOSTON, MA
Signatory
Kristina Eisnor
Chief Compliance Officer
Loading holdings…
AUM

$1.69B

Long-equity book

Holdings

186

Distinct positions

Period

2026-06-30

Filed 2026-07-21

Q/Q Activity

+21 / −30 / ↑68 / ↓71

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Applied Materials Inc.$30.6M +612.9%
  • Taiwan Semiconductor Manufacturing Co., Ltd.$25.8M +25.6%
  • Micron Technology Inc.$21.2M +352.5%
  • Quest Diagnostics Incorporated$6.9M +51.2%
  • HA Sustainable Infrastructure Capital Inc$6.8M +107.8%
Show all 68 →

Top Trims

  • Salesforce Inc.-$12.6M -64.1%
  • Microsoft Corp.-$11.4M -16.2%
  • HDFC Bank Ltd.-$11.2M -45.8%
  • Trip.com Group Ltd.-$10.4M -72.5%
  • Netflix, Inc.-$9.9M -30.5%
Show all 71 →

New Positions

  • eBay Inc.$11.5M
  • Advanced Micro Devices Inc.$9.3M
  • ASML Holding N.V.$8.6M
  • Linde PLC$6.5M
  • Banco Bilbao Vizcaya Argentaria SA$5.7M
Show all 21 →

Exited Positions

  • Intuit Inc$15.1M
  • Topbuild Corporation$9.3M
  • Axa SA$7.5M
  • Weyerhaeuser Company$4.7M
  • KLA Corp.$4.0M
Show all 30 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Taiwan Semiconductor Manufacturing Co., Ltd. TSM 874039100 $126.7M 7.51% 265,251 SH
2 NVIDIA Corp. NVDA 67066G104 $73.0M 4.33% 364,844 SH
3 Apple Inc. AAPL 037833100 $65.1M 3.86% 225,013 SH
4 Microsoft Corp. MSFT 594918104 $58.9M 3.49% 157,839 SH
5 Alphabet Inc. GOOGL 02079K305 $50.9M 3.02% 142,499 SH
6 Broadcom Inc AVGO 11135F101 $42.7M 2.53% 113,075 SH
7 Alphabet Inc. GOOG 02079K107 $38.9M 2.31% 110,135 SH
8 Applied Materials Inc. AMAT 038222105 $35.6M 2.11% 49,204 SH
9 Morgan Stanley MS 617446448 $33.0M 1.96% 158,039 SH
10 Visa Inc V 92826C839 $30.5M 1.81% 88,822 SH
11 Micron Technology Inc. MU 595112103 $27.2M 1.61% 23,578 SH
12 Eli Lilly & Co. LLY 532457108 $27.1M 1.60% 22,557 SH
13 Merck & Co., Inc MRK 58933Y105 $25.5M 1.51% 198,228 SH
14 Vertiv Holdings Co VRT 92537N108 $24.7M 1.47% 73,903 SH
15 Spotify Technology S.A. SPOT L8681T102 $22.9M 1.36% 49,932 SH
16 Hubbell Incorporated HUBB 443510607 $22.7M 1.34% 43,325 SH
17 Netflix, Inc. NFLX 64110L106 $22.6M 1.34% 316,471 SH
18 NuShares ETF Trust NUSC 67092P607 $21.9M 1.30% 419,630 SH
19 Colgate-Palmolive Co. CL 194162103 $21.2M 1.26% 231,004 SH
20 Quest Diagnostics Incorporated DGX 74834L100 $20.3M 1.20% 95,696 SH
21 Wabtec Corp WAB 929740108 $19.6M 1.16% 72,573 SH
22 Chubb Ltd. CB H1467J104 $17.5M 1.04% 51,285 SH
23 CRH Plc CRH G25508105 $17.4M 1.03% 162,587 SH
24 Xylem, Inc. XYL 98419M100 $16.9M 1.00% 142,958 SH
25 American Water Works Company, Inc. AWK 030420103 $16.7M 0.99% 126,547 SH
26 The TJX Companies Inc. TJX 872540109 $16.4M 0.97% 108,564 SH
27 The Bank of New York Mellon Corp. BNY 064058100 $15.8M 0.94% 109,177 SH
28 Roche Holding AG RHHBY 771195104 $15.4M 0.91% 300,155 SH
29 Analog Devices Inc. ADI 032654105 $15.2M 0.90% 38,180 SH
30 Edwards Lifesciences Corporation EW 28176E108 $14.5M 0.86% 160,814 SH
31 Palo Alto Networks Inc PANW 697435105 $14.5M 0.86% 42,566 SH
32 Novartis AG NVS 66987V109 $14.4M 0.85% 91,740 SH
33 Ecolab Inc. ECL 278865100 $13.4M 0.80% 48,203 SH
34 Fifth Third Bancorp FITB 316773100 $13.3M 0.79% 236,088 SH
35 HDFC Bank Ltd. HDB 40415F101 $13.3M 0.79% 514,318 SH
36 HA Sustainable Infrastructure Capital Inc HASI 41068X100 $13.2M 0.78% 337,713 SH
37 Verizon Communications Inc. VZ 92343V104 $13.0M 0.77% 306,665 SH
38 Cummins Inc. CMI 231021106 $12.7M 0.75% 17,769 SH
39 T-Mobile US Inc TMUS 872590104 $12.6M 0.75% 75,160 SH
40 Waste Management, Inc. WM 94106L109 $12.5M 0.74% 55,895 SH
41 CBRE Group Inc. CBRE 12504L109 $12.2M 0.72% 90,667 SH
42 Bank of America Corp. BAC 060505104 $12.0M 0.71% 210,557 SH
43 eBay Inc. EBAY 278642103 $11.5M 0.68% 102,552 SH
44 Emerson Electric Co. EMR 291011104 $11.2M 0.66% 78,302 SH
45 The Charles Schwab Corporation SCHW 808513105 $10.8M 0.64% 116,937 SH
46 Costco Wholesale Corporation COST 22160K105 $10.7M 0.64% 11,461 SH
47 Gilead Sciences Inc. GILD 375558103 $10.7M 0.63% 84,463 SH
48 Ralph Lauren Corp. RL 751212101 $10.5M 0.63% 26,277 SH
49 Mitsubishi UFJ Financial Group Inc. MUFG 606822104 $9.7M 0.57% 487,481 SH
50 Vertex Pharmaceuticals Incorporated VRTX 92532F100 $9.7M 0.57% 19,493 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-21 $1.69B 186 0001409427-26-000008
2026-03-31 2026-05-07 $1.55B 186 0001409427-26-000004
2025-12-31 2026-05-07 $1.66B 195 0001409427-26-000006