Boston Common Asset Management, LLC
13F Reported Value
ⓘ$1.7B
Holdings
186
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Boston Common Asset Management, LLC disclosed 186 positions worth $1.7B in its Form 13F-HR for Q2 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 7.5% of the equity portfolio, followed by $NVDA and $AAPL. During the quarter the fund opened 13 new positions and exited 13 — including a new stake in $AMD. The portfolio is most concentrated in Technology (40.0% of disclosed assets). All figures are sourced directly from Boston Common Asset Management, LLC’s Form 13F-HR filing with the SEC under CIK 1409427.
AI Fund Analysis
Concentrating
$TSM
$NVDA
$AAPL
$MSFT
$GOOG
$AMAT
$EW
$HASI
$SFMSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- $126.7M265,251 sh
- 85.9#5
Quality
$73.0M364,844 sh - 76.4#84
Quality
$65.1M225,013 sh - 79.8
Quality
$58.9M157,839 sh - 78.2
Quality
$50.9M142,499 sh - 84.5
Quality
$42.7M113,075 sh - 78.2
Quality
$38.9M110,135 sh - 72.3
Quality
$35.6M49,204 sh - 75.8
Quality
$33.0M158,039 sh - 82.9
Quality
$30.5M88,822 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $126.7M | 265,251 |
| NVIDIA CORP$NVDA | 85.9#5 | $73.0M | 364,844 |
| Apple Inc.$AAPL | 76.4#84 | $65.1M | 225,013 |
| MICROSOFT CORP$MSFT | 79.8 | $58.9M | 157,839 |
| Alphabet Inc.$GOOG | 78.2 | $50.9M | 142,499 |
 Broadcom Inc.$AVGO | 84.5 | $42.7M | 113,075 |
 Alphabet Inc.$GOOGL | 78.2 | $38.9M | 110,135 |
| APPLIED MATERIALS INC /DE$AMAT | 72.3 | $35.6M | 49,204 |
 MORGAN STANLEY$MS | 75.8 | $33.0M | 158,039 |
 VISA INC.$V | 82.9 | $30.5M | 88,822 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Boston Common Asset Management, LLC's 186 positions.
Showing top 10 of 186 holdings.
Sector Allocation
Technology
$674.8M
Financials
$268.3M
Other
$199.6M
Healthcare
$144.6M
Industrials
$96.9M
Consumer Discretionary
$74.1M
Communication Services
$74.1M
Materials
$62.7M
Top Holdings — Boston Common Asset Management, LLC (Q2 2026)
Top 150 of 186 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $126.7M | 7.5% | -8% | — |
| 2 | $NVDA | NVIDIA CORP | $73.0M | 4.3% | -9% | 85.9 |
| 3 | $AAPL | Apple Inc. | $65.1M | 3.9% | -6% | 76.4 |
| 4 | $MSFT | MICROSOFT CORP | $58.9M | 3.5% | +10% | 79.8 |
| 5 | $GOOG | Alphabet Inc. | $50.9M | 3.0% | +1% | 78.2 |
| 6 | $AVGO | Broadcom Inc. | $42.7M | 2.5% | -8% | 84.5 |
| 7 | $GOOGL | Alphabet Inc. | $38.9M | 2.3% | -14% | 78.2 |
| 8 | $AMAT | APPLIED MATERIALS INC /DE | $35.6M | 2.1% | +6% | 72.3 |
| 9 | $MS | MORGAN STANLEY | $33.0M | 2.0% | -1% | 75.8 |
| 10 | $V | VISA INC. | $30.5M | 1.8% | -7% | 82.9 |
| 11 |  $MU | MICRON TECHNOLOGY INC | $27.2M | 1.6% | +25% | 86.2 |
| 12 |  $LLY | ELI LILLY & Co | $27.1M | 1.6% | -7% | 87.5 |
| 13 |  $MRK | Merck & Co., Inc. | $25.5M | 1.5% | -0% | 59.9 |
| 14 |  $VRT | Vertiv Holdings Co | $24.7M | 1.5% | -26% | 81 |
| 15 |  $SPOT | Spotify Technology S.A. | $22.9M | 1.4% | -5% | — |
| 16 |  $HUBB | HUBBELL INC | $22.7M | 1.3% | +6% | 64.1 |
| 17 |  $NFLX | NETFLIX INC | $22.6M | 1.3% | -10% | 78.8 |
| 18 |  $NU | Nu Holdings Ltd. | $21.9M | 1.3% | -1% | — |
| 19 |  $CL | COLGATE PALMOLIVE CO | $21.2M | 1.3% | -8% | 61.3 |
| 20 |  $DGX | QUEST DIAGNOSTICS INC | $20.3M | 1.2% | +6% | 69 |
| 21 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $19.6M | 1.2% | -2% | 66.3 |
| 22 |  $CB | Chubb Ltd | $17.5M | 1.0% | +1% | — |
| 23 |  $CRH | CRH PUBLIC LTD CO | $17.4M | 1.0% | -5% | — |
| 24 |  $XYL | Xylem Inc. | $16.9M | 1.0% | -2% | 65.8 |
| 25 |  $AWK | American Water Works Company, Inc. | $16.7M | 1.0% | -1% | 58.1 |
| 26 |  $TJX | TJX COMPANIES INC /DE/ | $16.4M | 1.0% | -4% | 68.7 |
| 27 |  $BNY | Bank of New York Mellon Corp | $15.8M | 0.9% | -0% | 74.1 |
| 28 | — | Roche Holding AG - COM | $15.4M | 0.9% | -7% | — |
| 29 |  $ADI | ANALOG DEVICES INC | $15.2M | 0.9% | -8% | 79.2 |
| 30 | $EW | Edwards Lifesciences Corp | $14.5M | 0.9% | +3% | 69.4 |
| 31 |  $PANW | Palo Alto Networks Inc | $14.5M | 0.9% | -10% | 65.5 |
| 32 |  $NVS | NOVARTIS AG | $14.4M | 0.8% | -15% | — |
| 33 |  $ECL | ECOLAB INC. | $13.4M | 0.8% | -8% | 63.3 |
| 34 |  $FITB | FIFTH THIRD BANCORP | $13.3M | 0.8% | +11% | 63.2 |
| 35 |  $HDB | HDFC BANK LTD | $13.3M | 0.8% | -23% | — |
| 36 | $HASI | HA Sustainable Infrastructure Capital, Inc. | $13.2M | 0.8% | +6% | 43.5 |
| 37 |  $VZ | VERIZON COMMUNICATIONS INC | $13.0M | 0.8% | -3% | 65.8 |
| 38 |  $CMI | CUMMINS INC | $12.7M | 0.8% | -4% | 58.1 |
| 39 |  $TMUS | T-Mobile US, Inc. | $12.6M | 0.8% | -10% | 69.1 |
| 40 |  $WM | WASTE MANAGEMENT INC | $12.5M | 0.7% | +13% | 67.6 |
| 41 |  $CBRE | CBRE GROUP, INC. | $12.2M | 0.7% | -8% | 62.3 |
| 42 |  $BAC | BANK OF AMERICA CORP /DE/ | $12.0M | 0.7% | -12% | 67.6 |
| 43 |  $EBAY | EBAY INC | $11.5M | 0.7% | +24% | 66.4 |
| 44 |  $EMR | EMERSON ELECTRIC CO | $11.2M | 0.7% | +2% | 65.3 |
| 45 |  $SCHW | SCHWAB CHARLES CORP | $10.8M | 0.6% | +62% | 79.4 |
| 46 |  $COST | COSTCO WHOLESALE CORP /NEW | $10.7M | 0.6% | -10% | 66.2 |
| 47 |  $GILD | GILEAD SCIENCES, INC. | $10.7M | 0.6% | +9% | 57.4 |
| 48 |  $RL | RALPH LAUREN CORP | $10.5M | 0.6% | -10% | 66.3 |
| 49 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $9.7M | 0.6% | -14% | — |
| 50 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $9.7M | 0.6% | +13% | 75.4 |
| 51 |  $ITUB | Itau Unibanco Holding S.A. | $9.6M | 0.6% | +11% | — |
| 52 | $SFM | Sprouts Farmers Market, Inc. | $9.4M | 0.6% | +38% | 64.8 |
| 53 |  $DHR | DANAHER CORP /DE/ | $9.4M | 0.6% | -30% | 64.8 |
| 54 |  $STLD | STEEL DYNAMICS INC | $9.3M | 0.6% | -23% | 57.7 |
| 55 |  $AMD | ADVANCED MICRO DEVICES INC | $9.3M | 0.6% | NEW | 79.8 |
| 56 |  $TT | Trane Technologies plc | $9.2M | 0.6% | -4% | — |
| 57 |  $UL | UNILEVER PLC | $9.2M | 0.5% | -7% | — |
| 58 |  $MET | METLIFE INC | $9.2M | 0.5% | -1% | 56.2 |
| 59 |  $ASML | ASML HOLDING NV | $8.6M | 0.5% | +30% | — |
| 60 |  $CME | CME GROUP INC. | $8.5M | 0.5% | -3% | 69.5 |
| 61 | — | Siemens AG - COM | $8.1M | 0.5% | -8% | — |
| 62 |  $AON | Aon plc | $7.9M | 0.5% | -11% | — |
| 63 | — | Prysmian S.p.A. - COM | $7.8M | 0.5% | -16% | — |
| 64 |  $BKNG | Booking Holdings Inc. | $7.7M | 0.5% | +1723% | 58.5 |
| 65 | — | Mitsubishi Electric Corp. - COM | $7.7M | 0.5% | -4% | — |
| 66 |  $FSLR | FIRST SOLAR, INC. | $7.6M | 0.5% | -4% | 79.2 |
| 67 |  $SAP | SAP SE | $7.3M | 0.4% | -7% | — |
| 68 | — | Standard Chartered PLC - COM | $7.1M | 0.4% | +36% | — |
| 69 |  $AZN | ASTRAZENECA PLC | $7.1M | 0.4% | -9% | — |
| 70 | — | Schneider Electric SE - COM | $7.1M | 0.4% | -8% | — |
| 71 |  $CRM | Salesforce, Inc. | $7.0M | 0.4% | -39% | 77 |
| 72 |  $HD | HOME DEPOT, INC. | $6.9M | 0.4% | -27% | 60.3 |
| 73 | — | HOYA Corp. - COM | $6.8M | 0.4% | -15% | — |
| 74 | — | Advantest Corp. - COM | $6.7M | 0.4% | +2% | — |
| 75 |  $LIN | LINDE PLC | $6.5M | 0.4% | +77% | — |
| 76 |  $AZO | AUTOZONE INC | $6.5M | 0.4% | +23% | 66.2 |
| 77 |  $ING | ING GROEP NV | $6.4M | 0.4% | -16% | — |
| 78 |  $IX | ORIX CORP | $6.3M | 0.4% | -5% | 63 |
| 79 | — | Sse PLC - COM | $6.2M | 0.4% | -9% | — |
| 80 |  $SONY | Sony Group Corp | $6.1M | 0.4% | -5% | — |
| 81 |  $STT | STATE STREET CORP | $6.0M | 0.4% | +16% | 71.5 |
| 82 |  $MELI | MERCADOLIBRE INC | $6.0M | 0.4% | -2% | 80.2 |
| 83 | — | Singapore Telecommunications Ltd. - COM | $5.7M | 0.3% | -17% | — |
| 84 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $5.7M | 0.3% | +43% | — |
| 85 | — | Murata Manufacturing Co Ltd. - COM | $5.7M | 0.3% | -19% | — |
| 86 |  $SBS | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP | $5.6M | 0.3% | NEW | 51 |
| 87 | — | Oversea-Chinese Banking Corp Ltd. - COM | $5.4M | 0.3% | -7% | — |
| 88 |  $CIB | Grupo Cibest S.A. | $5.3M | 0.3% | +0% | — |
| 89 | $ASML | ASML HOLDING NV | $5.1M | 0.3% | -24% | — |
| 90 | — | Deutsche Telekom AG - COM | $5.0M | 0.3% | +14% | — |
| 91 | — | Industria De Diseno Textil SA - COM | $5.0M | 0.3% | -2% | — |
| 92 |  $AMGN | AMGEN INC | $5.0M | 0.3% | -54% | 79.2 |
| 93 | — | Intesa Sanpaolo S.p.A. - COM | $4.9M | 0.3% | -5% | — |
| 94 | — | Air Liquide S.A.(L') - COM | $4.9M | 0.3% | +24% | — |
| 95 | — | Atlas Copco AB - COM | $4.9M | 0.3% | -1% | — |
| 96 | — | Veolia Environnement S.A. - COM | $4.8M | 0.3% | -9% | — |
| 97 | — | Contemporary Amperex Technology Co Ltd. - COM | $4.7M | 0.3% | -21% | — |
| 98 | — | TDK Corp. - COM | $4.7M | 0.3% | +3% | — |
| 99 |  $DE | DEERE & CO | $4.6M | 0.3% | +19% | 55.4 |
| 100 | — | Nestle SA - COM | $4.4M | 0.3% | -6% | — |
| 101 |  $PG | PROCTER & GAMBLE Co | $4.3M | 0.3% | -64% | 64.6 |
| 102 |  $SQM | CHEMICAL & MINING CO OF CHILE INC | $4.3M | 0.3% | -6% | — |
| 103 |  $LOW | LOWES COMPANIES INC | $4.3M | 0.3% | +15% | 60.8 |
| 104 | — | Infineon Technologies AG - COM | $4.2M | 0.3% | NEW | — |
| 105 | — | Macquarie Group Ltd. - COM | $4.1M | 0.3% | -2% | — |
| 106 | — | Koninklijke Ahold Delhaize NV - COM | $4.0M | 0.2% | +16% | — |
| 107 |  $TCOM | Trip.com Group Ltd | $3.9M | 0.2% | -58% | — |
| 108 |  $AXP | AMERICAN EXPRESS CO | $3.9M | 0.2% | -2% | 69.4 |
| 109 | — | Assa Abloy AB - COM | $3.7M | 0.2% | -16% | — |
| 110 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $3.7M | 0.2% | +16% | 62.9 |
| 111 |  $FR | FIRST INDUSTRIAL REALTY TRUST INC | $3.7M | 0.2% | +16% | 64.8 |
| 112 |  $ROK | ROCKWELL AUTOMATION, INC | $3.5M | 0.2% | +16% | 63.6 |
| 113 |  $CCK | CROWN HOLDINGS, INC. | $3.3M | 0.2% | NEW | 62.1 |
| 114 |  $ARGX | ARGENX SE | $3.3M | 0.2% | -4% | — |
| 115 | — | AIA Group Ltd, Hong Kong - COM | $3.3M | 0.2% | -2% | — |
| 116 |  $ABT | ABBOTT LABORATORIES | $3.3M | 0.2% | -12% | 65.5 |
| 117 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $3.3M | 0.2% | -9% | 69.7 |
| 118 | — | Techtronic Industries Co. Ltd. - COM | $3.2M | 0.2% | -7% | — |
| 119 | — | Kingspan Group PLC - COM | $3.2M | 0.2% | -5% | — |
| 120 |  $GXO | GXO Logistics, Inc. | $3.2M | 0.2% | +51% | 61.2 |
| 121 |  $DLR | DIGITAL REALTY TRUST, INC. | $3.2M | 0.2% | -5% | 72.8 |
| 122 |  $APTV | Aptiv PLC | $3.1M | 0.2% | NEW | — |
| 123 |  $ALC | ALCON INC | $3.1M | 0.2% | -12% | 54.9 |
| 124 | — | Straumann Holding AG - COM | $3.1M | 0.2% | -4% | — |
| 125 | — | Prosus NV - COM | $3.1M | 0.2% | +24% | — |
| 126 |  $SKM | SK TELECOM CO LTD | $3.0M | 0.2% | -27% | — |
| 127 | — | Vestas Wind Systems AS - COM | $2.9M | 0.2% | -6% | — |
| 128 | — | T&D Holdings Inc. - COM | $2.9M | 0.2% | -10% | — |
| 129 | — | Hannover Rueck SE - COM | $2.8M | 0.2% | -10% | — |
| 130 | — | Otsuka Holdings Co Ltd. - COM | $2.8M | 0.2% | NEW | — |
| 131 | — | London Stock Exchange Group PLC - COM | $2.7M | 0.2% | +78% | — |
| 132 |  $CSL | CARLISLE COMPANIES INC | $2.6M | 0.1% | +38% | 59.4 |
| 133 | — | Asics Corp - COM | $2.5M | 0.1% | NEW | — |
| 134 |  $ZM | Zoom Communications, Inc. | $2.5M | 0.1% | +16% | 70.5 |
| 135 |  $QCOM | QUALCOMM INC/DE | $2.5M | 0.1% | NEW | 70.5 |
| 136 | — | Delta Electronics Inc. - COM | $2.4M | 0.1% | -20% | — |
| 137 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.2M | 0.1% | +0% | 73.8 |
| 138 | — | L'Oreal S.A. - COM | $2.2M | 0.1% | -2% | — |
| 139 |  $INFY | Infosys Ltd | $2.1M | 0.1% | -2% | — |
| 140 |  $KIM | KIMCO REALTY CORP | $2.1M | 0.1% | NEW | 64.5 |
| 141 | — | Jeronimo Martins - S.G.P.S., S.A. - COM | $2.1M | 0.1% | -8% | — |
| 142 |  $HPE | Hewlett Packard Enterprise Co | $2.1M | 0.1% | NEW | 70.5 |
| 143 | — | Mercedes-Benz Group AG - COM | $1.7M | 0.1% | -7% | — |
| 144 |  $J | JACOBS SOLUTIONS INC. | $1.7M | 0.1% | +24% | 64.3 |
| 145 |  $MMYT | MakeMyTrip Ltd | $1.3M | 0.1% | +12% | — |
| 146 |  $ASX | ASE Technology Holding Co., Ltd. | $929,337 | 0.1% | NEW | — |
| 147 | — | Ping An Insurance (Group) Company of China Ltd. - COM | $832,825 | 0.1% | -31% | — |
| 148 |  $ES | EVERSOURCE ENERGY | $813,254 | 0.1% | -1% | 66.1 |
| 149 | — | Alpha Bank S.A. - COM | $807,855 | 0.1% | +0% | — |
| 150 |  $RDY | DR REDDYS LABORATORIES LTD | $771,955 | 0.1% | +0% | — |
New Positions (13)
$AMD ADVANCED MICRO DEVICES INC$9.3M$SBS COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP$5.6M$CCK CROWN HOLDINGS, INC.$3.3M$APTV Aptiv PLC$3.1M$QCOM QUALCOMM INC/DE$2.5M$KIM KIMCO REALTY CORP$2.1M$HPE Hewlett Packard Enterprise Co$2.1M$ASX ASE Technology Holding Co., Ltd.$929,337
$MDY SPDR S&P MIDCAP 400 ETF TRUST$211,002
$ITW ILLINOIS TOOL WORKS INC$203,393
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