Boston Common Asset Management, LLC
13F Reported Value
ⓘ$1.6B
Holdings
186
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Boston Common Asset Management, LLC disclosed 186 positions worth $1.6B in its Form 13F-HR for Q1 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 6.3% of the equity portfolio, followed by $NVDA and $AAPL. During the quarter the fund opened 7 new positions and exited 12 — including a new stake in $EBAY and a full exit from $BLD. The portfolio is most concentrated in Technology (36.4% 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
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- $97.2M287,638 sh
- 90.2#1
Quality
$70.1M401,697 sh - 76.1#112
Quality
$60.8M239,514 sh - 83.7
Quality
$53.1M143,573 sh - 80.2
Quality
$40.5M140,765 sh - 86.4
Quality
$38.2M123,544 sh - 80.2
Quality
$36.8M128,309 sh - 86.7
Quality
$33.9M352,081 sh - 83.5
Quality
$28.8M95,289 sh - —
Quality
$26.3M159,949 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $97.2M | 287,638 |
 NVIDIA CORP$NVDA | 90.2#1 | $70.1M | 401,697 |
 Apple Inc.$AAPL | 76.1#112 | $60.8M | 239,514 |
 MICROSOFT CORP$MSFT | 83.7 | $53.1M | 143,573 |
 Alphabet Inc.$GOOG | 80.2 | $40.5M | 140,765 |
 Broadcom Inc.$AVGO | 86.4 | $38.2M | 123,544 |
 Alphabet Inc.$GOOGL | 80.2 | $36.8M | 128,309 |
 NETFLIX INC$NFLX | 86.7 | $33.9M | 352,081 |
 VISA INC.$V | 83.5 | $28.8M | 95,289 |
 MORGAN STANLEY$MS | — | $26.3M | 159,949 |
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
$564.7M
Financials
$241.8M
Other
$194.1M
Healthcare
$141.9M
Communication Services
$96.5M
Industrials
$85.4M
Consumer Discretionary
$78.9M
Materials
$60.9M
Full Holdings — Boston Common Asset Management, LLC (Q1 2026)
All 186 disclosed positions 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 | $97.2M | 6.3% | -47% | — |
| 2 | $NVDA | NVIDIA CORP | $70.1M | 4.5% | +3% | 90.2 |
| 3 | $AAPL | Apple Inc. | $60.8M | 3.9% | -3% | 76.1 |
| 4 | $MSFT | MICROSOFT CORP | $53.1M | 3.4% | -1% | 83.7 |
| 5 | $GOOG | Alphabet Inc. | $40.5M | 2.6% | -20% | 80.2 |
| 6 | $AVGO | Broadcom Inc. | $38.2M | 2.5% | +8% | 86.4 |
| 7 | $GOOGL | Alphabet Inc. | $36.8M | 2.4% | +7% | 80.2 |
| 8 | $NFLX | NETFLIX INC | $33.9M | 2.2% | +2% | 86.7 |
| 9 | $V | VISA INC. | $28.8M | 1.9% | +2% | 83.5 |
| 10 | $MS | MORGAN STANLEY | $26.3M | 1.7% | -25% | — |
| 11 |  $SPOT | Spotify Technology S.A. | $25.5M | 1.6% | +64% | — |
| 12 |  $VRT | Vertiv Holdings Co | $25.0M | 1.6% | -25% | 82.7 |
| 13 |  $MRK | Merck & Co., Inc. | $23.9M | 1.5% | -22% | 70.9 |
| 14 |  $LLY | ELI LILLY & Co | $22.4M | 1.4% | -18% | 89.3 |
| 15 |  $CL | COLGATE PALMOLIVE CO | $21.3M | 1.4% | -13% | 72.4 |
| 16 |  $HUBB | HUBBELL INC | $20.0M | 1.3% | -20% | 68.7 |
| 17 |  $NU | Nu Holdings Ltd. | $19.1M | 1.2% | -5% | — |
| 18 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $18.5M | 1.2% | -12% | 70.8 |
| 19 |  $TJX | TJX COMPANIES INC /DE/ | $18.0M | 1.2% | -18% | 70.7 |
| 20 |  $CRH | CRH PUBLIC LTD CO | $17.9M | 1.1% | -30% | — |
| 21 |  $DGX | QUEST DIAGNOSTICS INC | $17.7M | 1.1% | -2% | 69.1 |
| 22 |  $TMUS | T-Mobile US, Inc. | $17.5M | 1.1% | -13% | 72.7 |
| 23 |  $XYL | Xylem Inc. | $17.4M | 1.1% | +1% | 65.6 |
| 24 |  $AWK | American Water Works Company, Inc. | $17.4M | 1.1% | -8% | 61.7 |
| 25 |  $CB | Chubb Ltd | $16.6M | 1.1% | -19% | — |
| 26 |  $HDB | HDFC BANK LTD | $16.5M | 1.1% | -57% | — |
| 27 |  $NVS | NOVARTIS AG | $16.5M | 1.1% | -5% | — |
| 28 | — | Roche Holding AG | $16.0M | 1.0% | -5% | — |
| 29 |  $VZ | VERIZON COMMUNICATIONS INC | $15.9M | 1.0% | -24% | 71.6 |
| 30 |  $AMAT | APPLIED MATERIALS INC /DE | $15.8M | 1.0% | +40% | 74.8 |
| 31 |  $ECL | ECOLAB INC. | $13.9M | 0.9% | +2% | 64.3 |
| 32 |  $CRM | Salesforce, Inc. | $13.8M | 0.9% | -15% | 75.2 |
| 33 |  $DHR | DANAHER CORP /DE/ | $13.5M | 0.9% | -18% | 63.9 |
| 34 |  $CBRE | CBRE GROUP, INC. | $13.3M | 0.9% | -12% | 62.9 |
| 35 |  $ADI | ANALOG DEVICES INC | $13.2M | 0.8% | -0% | 76.2 |
| 36 |  $__PARK_1390777 | Bank of New York Mellon Corp | $13.0M | 0.8% | -27% | 36.7 |
| 37 |  $COST | COSTCO WHOLESALE CORP /NEW | $12.7M | 0.8% | +4% | 67 |
| 38 |  $EW | Edwards Lifesciences Corp | $12.5M | 0.8% | +8% | 67.6 |
| 39 |  $HASI | HA Sustainable Infrastructure Capital, Inc. | $11.8M | 0.8% | +58% | 50.1 |
| 40 |  $TCOM | Trip.com Group Ltd | $11.7M | 0.8% | -30% | — |
| 41 |  $BAC | BANK OF AMERICA CORP /DE/ | $11.7M | 0.8% | +4% | 68.4 |
| 42 |  $CME | CME GROUP INC. | $11.7M | 0.8% | -23% | 74.5 |
| 43 |  $PG | PROCTER & GAMBLE Co | $11.7M | 0.8% | -15% | 72.9 |
| 44 |  $WM | WASTE MANAGEMENT INC | $11.4M | 0.7% | -25% | 70.7 |
| 45 |  $GILD | GILEAD SCIENCES, INC. | $10.8M | 0.7% | -32% | 77.8 |
| 46 |  $AMGN | AMGEN INC | $10.4M | 0.7% | -34% | 79.5 |
| 47 |  $EMR | EMERSON ELECTRIC CO | $10.1M | 0.7% | -24% | 65.9 |
| 48 |  $RL | RALPH LAUREN CORP | $10.0M | 0.7% | +4% | 76.6 |
| 49 |  $BKNG | Booking Holdings Inc. | $10.0M | 0.6% | -9% | 55.3 |
| 50 |  $CMI | CUMMINS INC | $10.0M | 0.6% | -10% | 58.9 |
| 51 |  $FITB | FIFTH THIRD BANCORP | $9.9M | 0.6% | -28% | — |
| 52 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $9.6M | 0.6% | -4% | — |
| 53 |  $STLD | STEEL DYNAMICS INC | $9.5M | 0.6% | -26% | 56 |
| 54 |  $UL | UNILEVER PLC | $9.3M | 0.6% | -4% | — |
| 55 |  $HD | HOME DEPOT, INC. | $8.9M | 0.6% | +3% | 69.2 |
| 56 |  $ITUB | Itau Unibanco Holding S.A. | $8.8M | 0.6% | -57% | — |
| 57 |  $SAP | SAP SE | $8.7M | 0.6% | +13% | — |
| 58 |  $AON | Aon plc | $8.6M | 0.6% | -25% | — |
| 59 | — | HOYA Corp. | $8.6M | 0.6% | -0% | — |
| 60 |  $TT | Trane Technologies plc | $8.1M | 0.5% | -10% | — |
| 61 |  $AZN | ASTRAZENECA PLC | $8.1M | 0.5% | -51% | — |
| 62 |  $MET | METLIFE INC | $7.7M | 0.5% | -36% | 73.9 |
| 63 | — | Singapore Telecommunications Ltd. | $7.7M | 0.5% | -1% | — |
| 64 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $7.7M | 0.5% | -14% | 76.6 |
| 65 |  $PANW | Palo Alto Networks Inc | $7.6M | 0.5% | +22% | 66.5 |
| 66 |  $EBAY | EBAY INC | $7.5M | 0.5% | NEW | 69.3 |
| 67 | — | Sse PLC | $7.4M | 0.5% | -1% | — |
| 68 | — | Mitsubishi Electric Corp. | $7.1M | 0.5% | -12% | — |
| 69 |  $SCHW | SCHWAB CHARLES CORP | $6.8M | 0.4% | -37% | 77.2 |
| 70 | — | Siemens AG | $6.7M | 0.4% | -1% | — |
| 71 |  $SONY | Sony Group Corp | $6.7M | 0.4% | +11% | — |
| 72 |  $FSLR | FIRST SOLAR, INC. | $6.6M | 0.4% | -22% | 73.8 |
| 73 | — | Schneider Electric SE | $6.4M | 0.4% | -6% | — |
| 74 | — | Prysmian S.p.A. | $6.4M | 0.4% | -0% | — |
| 75 |  $MU | MICRON TECHNOLOGY INC | $6.4M | 0.4% | -49% | 88.4 |
| 76 |  $ING | ING GROEP NV | $6.4M | 0.4% | -6% | — |
| 77 |  $MELI | MERCADOLIBRE INC | $6.3M | 0.4% | -66% | 77.5 |
| 78 |  $SFM | Sprouts Farmers Market, Inc. | $6.2M | 0.4% | +62% | 73.4 |
| 79 | — | Deutsche Telekom AG | $6.0M | 0.4% | -7% | — |
| 80 |  $AZO | AUTOZONE INC | $5.6M | 0.4% | +7% | 66.5 |
| 81 | — | Contemporary Amperex Technology Co Ltd. | $5.3M | 0.3% | +27% | — |
| 82 |  $IX | ORIX CORP | $5.3M | 0.3% | -1% | — |
| 83 | — | Oversea-Chinese Banking Corp Ltd. | $5.2M | 0.3% | -1% | — |
| 84 | — | Axa SA | $5.1M | 0.3% | -28% | — |
| 85 |  $SQM | CHEMICAL & MINING CO OF CHILE INC | $5.0M | 0.3% | -68% | — |
| 86 |  $CIB | Grupo Cibest S.A. | $4.9M | 0.3% | -73% | — |
| 87 | — | Veolia Environnement S.A. | $4.8M | 0.3% | -1% | — |
| 88 | — | Industria De Diseno Textil SA | $4.6M | 0.3% | -5% | — |
| 89 | — | Intesa Sanpaolo S.p.A. | $4.6M | 0.3% | -17% | — |
| 90 | — | Nestle SA | $4.6M | 0.3% | -1% | — |
| 91 | — | Assa Abloy AB | $4.5M | 0.3% | +0% | — |
| 92 |  $ASML | ASML HOLDING NV | $4.4M | 0.3% | -14% | — |
| 93 | $ASML | ASML HOLDING NV | $4.4M | 0.3% | NEW | — |
| 94 | — | Advantest Corp. | $4.3M | 0.3% | -21% | — |
| 95 | — | Atlas Copco AB | $4.3M | 0.3% | +1% | — |
| 96 |  $ABT | ABBOTT LABORATORIES | $4.2M | 0.3% | +9% | 67 |
| 97 | — | Air Liquide S.A.(L') | $4.2M | 0.3% | -1% | — |
| 98 | — | AIA Group Ltd, Hong Kong | $4.1M | 0.3% | -1% | — |
| 99 | — | Standard Chartered PLC | $4.0M | 0.3% | +15% | — |
| 100 |  $LOW | LOWES COMPANIES INC | $4.0M | 0.3% | -49% | 63.5 |
| 101 |  $ALC | ALCON INC | $4.0M | 0.3% | -6% | — |
| 102 | — | Koninklijke Ahold Delhaize NV | $3.9M | 0.3% | -2% | — |
| 103 |  $STT | STATE STREET CORP | $3.9M | 0.3% | -54% | 61.5 |
| 104 |  $SKM | SK TELECOM CO LTD | $3.7M | 0.2% | -65% | — |
| 105 | — | Hannover Rueck SE | $3.6M | 0.2% | -0% | — |
| 106 |  $LIN | LINDE PLC | $3.5M | 0.2% | NEW | — |
| 107 |  $AXP | AMERICAN EXPRESS CO | $3.5M | 0.2% | -47% | 73.2 |
| 108 | — | Macquarie Group Ltd. | $3.4M | 0.2% | +29% | — |
| 109 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $3.4M | 0.2% | NEW | — |
| 110 |  $DE | DEERE & CO | $3.4M | 0.2% | -41% | 57.4 |
| 111 |  $DLR | DIGITAL REALTY TRUST, INC. | $3.3M | 0.2% | -32% | 70.2 |
| 112 | — | Vestas Wind Systems AS | $3.3M | 0.2% | -1% | — |
| 113 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $3.3M | 0.2% | -1% | — |
| 114 | — | Kingspan Group PLC | $3.1M | 0.2% | NEW | — |
| 115 |  $FR | FIRST INDUSTRIAL REALTY TRUST INC | $3.0M | 0.2% | -51% | 67.5 |
| 116 | — | T&D Holdings Inc. | $2.9M | 0.2% | -2% | — |
| 117 |  $INFY | Infosys Ltd | $2.8M | 0.2% | -68% | — |
| 118 | — | Jeronimo Martins - S.G.P.S., S.A. | $2.8M | 0.2% | +5% | — |
| 119 | — | Techtronic Industries Co. Ltd. | $2.8M | 0.2% | -1% | — |
| 120 |  $ARGX | ARGENX SE | $2.7M | 0.2% | NEW | — |
| 121 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $2.7M | 0.2% | NEW | 68.8 |
| 122 | — | Prosus NV | $2.6M | 0.2% | -0% | — |
| 123 |  $TEL | TE Connectivity plc | $2.6M | 0.2% | -52% | — |
| 124 | — | TDK Corp. | $2.6M | 0.2% | -22% | — |
| 125 | — | Straumann Holding AG | $2.5M | 0.2% | +6% | — |
| 126 |  $KLAC | KLA CORP | $2.4M | 0.2% | -76% | 84.4 |
| 127 | — | Mercedes-Benz Group AG | $2.2M | 0.1% | -2% | — |
| 128 |  $URI | UNITED RENTALS, INC. | $2.2M | 0.1% | -50% | 70.7 |
| 129 |  $GXO | GXO Logistics, Inc. | $2.2M | 0.1% | -53% | 51.9 |
| 130 |  $ROK | ROCKWELL AUTOMATION, INC | $2.2M | 0.1% | -67% | 68.2 |
| 131 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.2M | 0.1% | +0% | 64.5 |
| 132 | — | Murata Manufacturing Co Ltd. | $2.1M | 0.1% | -1% | — |
| 133 | — | Delta Electronics Inc. | $2.1M | 0.1% | -33% | — |
| 134 | — | L'Oreal S.A. | $2.1M | 0.1% | -1% | — |
| 135 | — | Taylor Wimpey PLC | $2.0M | 0.1% | +5% | — |
| 136 |  $ZM | Zoom Communications, Inc. | $2.0M | 0.1% | -1% | 72.4 |
| 137 | — | Adyen NV | $1.9M | 0.1% | +5% | — |
| 138 |  $CSL | CARLISLE COMPANIES INC | $1.7M | 0.1% | -50% | 65 |
| 139 | — | London Stock Exchange Group PLC | $1.7M | 0.1% | +3% | — |
| 140 | — | Beiersdorf AG | $1.5M | 0.1% | +14% | — |
| 141 | — | Ping An Insurance (Group) Company of China Ltd. | $1.4M | 0.1% | -3% | — |
| 142 |  $J | JACOBS SOLUTIONS INC. | $1.4M | 0.1% | -3% | 47.7 |
| 143 | — | Amadeus IT Group SA | $1.4M | 0.1% | +9% | — |
| 144 | — | Tencent Holdings Ltd. | $1.2M | 0.1% | -4% | — |
| 145 | — | Grupo Financiero Banorte S.A.B. de C.V. | $1.2M | 0.1% | -4% | — |
| 146 |  $MMYT | MakeMyTrip Ltd | $828,211 | 0.1% | -30% | — |
| 147 |  $ES | EVERSOURCE ENERGY | $790,000 | 0.1% | -3% | 67 |
| 148 |  $RDY | DR REDDYS LABORATORIES LTD | $737,859 | 0.1% | +0% | — |
| 149 |  $ACN | Accenture plc | $714,637 | 0.1% | -86% | — |
| 150 | — | Alpha Bank S.A. | $649,046 | 0.0% | -71% | — |
| 151 |  $INTU | INTUIT INC. | $556,905 | 0.0% | -94% | 82 |
| 152 | — | iShares Trust | $535,001 | 0.0% | -80% | — |
| 153 | — | Atlas Copco AB | $501,515 | 0.0% | -4% | — |
| 154 | — | China Merchants Bank Co Ltd. | $495,362 | 0.0% | -5% | — |
| 155 | — | iShares Trust | $489,908 | 0.0% | +0% | — |
| 156 | — | Manager Directed Portfolios | $485,458 | 0.0% | NEW | — |
| 157 | — | Keyence Corp. | $467,319 | 0.0% | -5% | — |
| 158 |  $WT | WisdomTree, Inc. | $446,590 | 0.0% | +0% | 62.9 |
| 159 | — | BDO Unibank Inc. | $412,272 | 0.0% | -6% | — |
| 160 |  $FERG | Ferguson Enterprises Inc. /DE/ | $407,505 | 0.0% | -43% | 58.9 |
| 161 |  $AJG | Arthur J. Gallagher & Co. | $378,582 | 0.0% | +0% | 72.1 |
| 162 |  $SPY | SPDR S&P 500 ETF TRUST | $372,131 | 0.0% | -70% | — |
| 163 |  $TD | TORONTO DOMINION BANK | $361,763 | 0.0% | -3% | — |
| 164 | — | iShares Trust | $359,822 | 0.0% | -49% | — |
| 165 | — | Swisscom AG | $329,271 | 0.0% | +11% | — |
| 166 | — | DSM Firmenich AG | $323,424 | 0.0% | +1% | — |
| 167 |  $FISV | FISERV INC | $306,621 | 0.0% | -5% | 67.4 |
| 168 | — | Mitsubishi Electric Corp. | $302,401 | 0.0% | -18% | — |
| 169 |  $SHG | SHINHAN FINANCIAL GROUP CO LTD | $298,996 | 0.0% | -4% | — |
| 170 |  $BABA | Alibaba Group Holding Ltd | $294,580 | 0.0% | -3% | — |
| 171 |  $JPM | JPMORGAN CHASE & CO | $289,453 | 0.0% | +0% | 35.6 |
| 172 | — | Atlas Copco AB | $274,931 | 0.0% | -38% | — |
| 173 | — | Terumo Corp. | $270,653 | 0.0% | +11% | — |
| 174 |  $GLD | SPDR GOLD TRUST | $262,047 | 0.0% | +0% | — |
| 175 | $IX | ORIX CORP | $239,668 | 0.0% | -51% | — |
| 176 |  $MA | Mastercard Inc | $234,840 | 0.0% | +0% | 81.7 |
| 177 | — | Sampo PLC | $224,681 | 0.0% | +10% | — |
| 178 |  $ED | CONSOLIDATED EDISON INC | $222,965 | 0.0% | -6% | 71.6 |
| 179 | — | Intesa Sanpaolo S.p.A. | $220,578 | 0.0% | -59% | — |
| 180 | — | Danone SA | $216,583 | 0.0% | -42% | — |
| 181 |  $GSK | GSK plc | $209,943 | 0.0% | -7% | — |
| 182 | — | Vanguard Tax Managed Funds | $204,992 | 0.0% | -8% | — |
| 183 | — | BT Group PLC | $127,779 | 0.0% | -1% | — |
| 184 | — | ConvaTec Group PLC | $126,443 | 0.0% | -1% | — |
| 185 | — | TDK Corp. | $124,614 | 0.0% | -17% | — |
| 186 | — | Bank Rakyat Indonesia (Persero) Tbk | $5,122 | 0.0% | +0% | — |
New Positions (7)
Exited Positions (12)
$BLD QXO Insulation, LLC
$TFC TRUIST FINANCIAL CORP
$SBS COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP
$WY WEYERHAEUSER CO
$CCI CROWN CASTLE INC.
$NVO NOVO NORDISK A S
$RELX RELX PLC
$MICC Magnum Ice Cream Co N.V.
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