Boston Common Asset Management, LLC
Sector Allocation
- Technology40.4%$696.6M
- Financials15.8%$273.4M
- Other11.8%$202.8M
- Healthcare9.8%$169.6M
- Industrials5.1%$88.1M
- Consumer Discretionary4.3%$74.7M
- Communication Services4.2%$72.7M
- Consumer Staples3.2%$54.6M
- Utilities2.0%$35.0M
- Materials2.0%$33.8M
AUM History
13fpro.ai/research/fund/boston-common-asset-management-llc-1409427
Conviction and streaks
Concentrating · top 10 = 34.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
TSM
$116.2MMSFT
$86.0MNVDA
$82.4MAAPL
$77.8MGOOGL
$51.0MAVGO
$42.7MGOOG
$36.3MV
$32.9MMRK
$31.2MMU
$30.0MMS
$29.1MLLY
$28.0MDGX
$23.8MWAB
$21.5MCL
$21.1MHUBB
$21.0MSPOT
$20.5MNU
$19.9MNFLX
$19.7MHPE
$18.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/boston-common-asset-management-llc-1409427
Boston Common Asset Management, LLC 13F holdings — Q3 2026
$1.7B portfolio (+2.2% QoQ) · 181 holdings · Q3 2026 13F · top 10 are 34% of the stock portfolio
$116.2M
6.7% of stocks
-4%This quarter-4.7%Since filed8+ qtrsHeld$86.0M
5.0% of stocks
+6%This quarter-2.0%Since filed8+ qtrsHeld$82.4M
4.8% of stocks
-1%This quarter-5.5%Since filed8+ qtrsHeld$77.8M
4.5% of stocks
+4%This quarter+0.8%Since filed8+ qtrsHeld$51.0M
3.0% of stocks
+4%This quarter-10.1%Since filed8+ qtrsHeld$42.7M
2.5% of stocks
+7%This quarter-7.9%Since filed8+ qtrsHeld$36.3M
2.1% of stocks
-3%This quarter-10.1%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$32.9M
1.9% of stocks
+3%This quarter+2.0%Since filed8+ qtrsHeld$31.2M
1.8% of stocks
+8%This quarter-1.0%Since filed8+ qtrsHeld$30.0M
1.7% of stocks
+20%This quarter-5.2%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
All holdings — Boston Common Asset Management, LLC (Q3 2026)
181 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MORGAN STANLEY | Financials | $29.1M | 1.7% | 155K | -2% | 8+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ELI LILLY & Co | Healthcare | $28.0M | 1.6% | 24K | +7% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | QUEST DIAGNOSTICS INC | Healthcare | $23.8M | 1.4% | 102K | +7% | 6 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $21.5M | 1.3% | 75K | +3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | COLGATE PALMOLIVE CO | Consumer Staples | $21.1M | 1.2% | 247K | +7% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | HUBBELL INC | Technology | $21.0M | 1.2% | 46K | +7% | 7 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Spotify Technology S.A. | Communication Services | $20.5M | 1.2% | 42K | -16% | 4 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Nu Holdings Ltd.etf/fund | Financials | $19.9M | 1.1% | 410K | -2% | 4 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | NETFLIX INC | Communication Services | $19.7M | 1.1% | 283K | -11% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Hewlett Packard Enterprise Co | Technology | $18.7M | 1.1% | 293K | +539% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | Roche Holding AG - COM | — | $18.2M | 1.1% | 351K | +17% | — | — | 13F |
| 22 | Vertiv Holdings Co | Technology | $18.1M | 1.1% | 75K | +2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | American Water Works Company, Inc. | Utilities | $17.4M | 1.0% | 135K | +6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Bank of New York Mellon Corp | Financials | $17.0M | 1.0% | 118K | +8% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Chubb Ltd | Financials | $16.3M | 0.9% | 50K | -2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $15.8M | 0.9% | 344K | +12% | |||
| 27 | $XYL | Xylem Inc. | Industrials | $15.2M | 0.9% | 150K | +5% | |||
| 28 | $EW | Edwards Lifesciences Corp | Healthcare | $15.0M | 0.9% | 174K | +8% | |||
| 29 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $14.8M | 0.9% | 99K | +17% | |||
| 30 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $14.3M | 0.8% | 108K | -0.4% | |||
| 31 | $PANW | Palo Alto Networks Inc | Technology | $14.1M | 0.8% | 35K | -17% | |||
| 32 | $SCHW | SCHWAB CHARLES CORP | Financials | $13.9M | 0.8% | 142K | +21% | |||
| 33 | $ADI | ANALOG DEVICES INC | Technology | $13.7M | 0.8% | 34K | -10% | |||
| 34 | $FITB | FIFTH THIRD BANCORP | Financials | $13.5M | 0.8% | 266K | +13% | |||
| 35 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $13.4M | 0.8% | 26K | -47% | |||
| 36 | $TMUS | T-Mobile US, Inc. | Communication Services | $13.3M | 0.8% | 82K | +9% | |||
| 37 | $MET | METLIFE INC | Financials | $13.3M | 0.8% | 141K | +30% | |||
| 38 | $ECL | ECOLAB INC. | Materials | $13.2M | 0.8% | 48K | -0.1% | |||
| 39 | $EMR | EMERSON ELECTRIC CO | Industrials | $13.2M | 0.8% | 85K | +9% | |||
| 40 | $HASI | HA Sustainable Infrastructure Capital, Inc. | Financials | $12.9M | 0.8% | 359K | +6% | |||
| 41 | $HDB | HDFC BANK LTD | Financials | $12.5M | 0.7% | 561K | +9% | |||
| 42 | $WM | WASTE MANAGEMENT INC | Utilities | $12.5M | 0.7% | 61K | +9% | |||
| 43 | $EBAY | EBAY INC | Consumer Discretionary | $12.4M | 0.7% | 117K | +14% | |||
| 44 | $CBRE | CBRE GROUP, INC. | Real Estate | $12.3M | 0.7% | 96K | +6% | |||
| 45 | $DHR | DANAHER CORP /DE/ | Healthcare | $12.1M | 0.7% | 55K | +11% | |||
| 46 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $12.1M | 0.7% | 23K | +19% | |||
| 47 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $11.5M | 0.7% | 498K | +2% | |||
| 48 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $11.3M | 0.7% | 208K | -1% | |||
| 49 | $CME | CME GROUP INC. | Financials | $11.2M | 0.7% | 43K | +12% | |||
| 50 | $ASML | ASML HOLDING NV | Technology | $10.7M | 0.6% | 5,898 | +37% | |||
| 51 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $10.3M | 0.6% | 11K | -1% | |||
| 52 | $SAP | SAP SE | Technology | $10.1M | 0.6% | 49K | +2% | |||
| 53 | $ITUB | Itau Unibanco Holding S.A. | Financials | $10.0M | 0.6% | 1.17M | -0.1% | |||
| 54 | $CMI | CUMMINS INC | Industrials | $9.9M | 0.6% | 19K | +8% | |||
| 55 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $9.6M | 0.6% | 16K | -1% | |||
| 56 | $UL | UNILEVER PLC | Consumer Staples | $9.3M | 0.5% | 153K | -0.1% | |||
| 57 | $RL | RALPH LAUREN CORP | Consumer Discretionary | $9.2M | 0.5% | 26K | -1% | |||
| 58 | $TT | Trane Technologies plc | Technology | $9.1M | 0.5% | 20K | +7% | |||
| 59 | $SFM | Sprouts Farmers Market, Inc. | Consumer Staples | $8.3M | 0.5% | 125K | +12% | |||
| 60 | — | Standard Chartered PLC - COM | — | $8.2M | 0.5% | 134K | +2% | |||
| 61 | — | Siemens AG - COM | — | $8.0M | 0.5% | 51K | +2% | |||
| 62 | $STT | STATE STREET CORP | Financials | $7.9M | 0.5% | 45K | +28% | |||
| 63 | $AZN | ASTRAZENECA PLC | Healthcare | $7.6M | 0.4% | 47K | +25% | |||
| 64 | $ING | ING GROEP NV | Financials | $7.5M | 0.4% | 213K | +4% | |||
| 65 | $ABT | ABBOTT LABORATORIES | Healthcare | $7.5M | 0.4% | 75K | +108% | |||
| 66 | — | Advantest Corp. - COM | — | $7.4M | 0.4% | 34K | +4% | |||
| 67 | — | Schneider Electric SE - COM | — | $7.3M | 0.4% | 111K | +2% | |||
| 68 | $LIN | LINDE PLC | Materials | $7.3M | 0.4% | 15K | +22% | |||
| 69 | $SONY | Sony Group Corp | Technology | $7.2M | 0.4% | 307K | +0.8% | |||
| 70 | — | Mitsubishi Electric Corp. - COM | — | $7.1M | 0.4% | 107K | +2% | |||
| 71 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $7.0M | 0.4% | 43K | -1% | |||
| 72 | $AMGN | AMGEN INC | Healthcare | $6.9M | 0.4% | 16K | +20% | |||
| 73 | — | Oversea-Chinese Banking Corp Ltd. - COM | — | $6.9M | 0.4% | 138K | -3% | |||
| 74 | $FSLR | FIRST SOLAR, INC. | Technology | $6.6M | 0.4% | 38K | +17% | |||
| 75 | $STLD | STEEL DYNAMICS INC | Materials | $6.6M | 0.4% | 30K | -27% | |||
| 76 | — | Prysmian S.p.A. - COM | — | $6.4M | 0.4% | 92K | -1% | |||
| 77 | — | Sse PLC - COM | — | $6.4M | 0.4% | 195K | +2% | |||
| 78 | $CCK | CROWN HOLDINGS, INC. | Industrials | $6.3M | 0.4% | 60K | +101% | |||
| 79 | $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | Financials | $6.2M | 0.4% | 221K | -3% | |||
| 80 | $CIB | Grupo Cibest S.A. | Financials | $6.0M | 0.3% | 65K | -4% | |||
| 81 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $5.9M | 0.3% | 32K | +66% | |||
| 82 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $5.9M | 0.3% | 3,418 | -4% | |||
| 83 | $DE | DEERE & CO | Industrials | $5.8M | 0.3% | 8,616 | +19% | |||
| 84 | — | Singapore Telecommunications Ltd. - COM | — | $5.7M | 0.3% | 172K | +4% | |||
| 85 | $AZO | AUTOZONE INC | Consumer Discretionary | $5.7M | 0.3% | 2,010 | -1% | |||
| 86 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $5.7M | 0.3% | 39K | +33% | |||
| 87 | $IX | ORIX CORP | Financials | $5.7M | 0.3% | 150K | -9% | |||
| 88 | — | Deutsche Telekom AG - COM | — | $5.6M | 0.3% | 191K | +3% | |||
| 89 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $5.5M | 0.3% | 19K | -1% | |||
| 90 | — | Atlas Copco AB - COM | — | $5.5M | 0.3% | 309K | +13% | |||
| 91 | — | HOYA Corp. - COM | — | $5.5M | 0.3% | 37K | -13% | |||
| 92 | — | Intesa Sanpaolo S.p.A. - COM | — | $5.4M | 0.3% | 120K | +0.9% | |||
| 93 | $SBS | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP | Utilities | $5.1M | 0.3% | 964K | -0.5% | |||
| 94 | $CFG | CITIZENS FINANCIAL GROUP INC/RI | Financials | $5.0M | 0.3% | 79K | +49% | |||
| 95 | $KIM | KIMCO REALTY CORP | Real Estate | $5.0M | 0.3% | 225K | +173% | |||
| 96 | — | Industria De Diseno Textil SA - COM | — | $4.9M | 0.3% | 323K | +2% | |||
| 97 | — | Air Liquide S.A.(L') - COM | — | $4.8M | 0.3% | 125K | +1% | |||
| 98 | — | Nestle SA - COM | — | $4.6M | 0.3% | 50K | +17% | |||
| 99 | $CRM | Salesforce, Inc. | Technology | $4.6M | 0.3% | 20K | -56% | |||
| 100 | $ASML | ASML HOLDING NV | Technology | $4.5M | 0.3% | 4,509 | +2% | |||
| 101 | $AXP | AMERICAN EXPRESS CO | Financials | $4.4M | 0.3% | 15K | +28% | |||
| 102 | $ARGX | ARGENX SE | Healthcare | $4.4M | 0.3% | 4,604 | +28% | |||
| 103 | $QCOM | QUALCOMM INC/DE | Technology | $4.2M | 0.2% | 23K | +72% | |||
| 104 | — | Otsuka Holdings Co Ltd. - COM | — | $4.2M | 0.2% | 114K | +37% | |||
| 105 | — | Kingspan Group PLC - COM | — | $4.1M | 0.2% | 36K | +3% | |||
| 106 | — | TDK Corp. - COM | — | $4.1M | 0.2% | 217K | +5% | |||
| 107 | — | Veolia Environnement S.A. - COM | — | $4.0M | 0.2% | 230K | +0.4% | |||
| 108 | — | Infineon Technologies AG - COM | — | $4.0M | 0.2% | 59K | +32% | |||
| 109 | — | Vestas Wind Systems AS - COM | — | $3.9M | 0.2% | 401K | +30% | |||
| 110 | $TCOM | Trip.com Group Ltd | Consumer Discretionary | $3.9M | 0.2% | 100K | +1% | |||
| 111 | — | Macquarie Group Ltd. - COM | — | $3.9M | 0.2% | 23K | -3% | |||
| 112 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $3.9M | 0.2% | 8,863 | +27% | |||
| 113 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $3.8M | 0.2% | 22K | +23% | |||
| 114 | $SQM | CHEMICAL & MINING CO OF CHILE INC | Materials | $3.8M | 0.2% | 58K | — | |||
| 115 | — | Asics Corp - COM | — | $3.7M | 0.2% | 138K | +49% | |||
| 116 | — | Givaudan SA - COM | — | $3.6M | 0.2% | 45K | New | |||
| 117 | $GXO | GXO Logistics, Inc. | Industrials | $3.6M | 0.2% | 80K | +27% | |||
| 118 | $SKM | SK TELECOM CO LTD | Communication Services | $3.5M | 0.2% | 100K | +8% | |||
| 119 | — | T&D Holdings Inc. - COM | — | $3.4M | 0.2% | 218K | +6% | |||
| 120 | $ZM | Zoom Communications, Inc. | Technology | $3.3M | 0.2% | 37K | +28% | |||
| 121 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $3.3M | 0.2% | 39K | +3% | |||
| 122 | — | Techtronic Industries Co. Ltd. - COM | — | $3.3M | 0.2% | 40K | +4% | |||
| 123 | — | Murata Manufacturing Co Ltd. - COM | — | $3.3M | 0.2% | 131K | -16% | |||
| 124 | — | AIA Group Ltd, Hong Kong - COM | — | $3.3M | 0.2% | 88K | -3% | |||
| 125 | $LEVI | LEVI STRAUSS & CO | Consumer Discretionary | $3.2M | 0.2% | 165K | New | |||
| 126 | — | Koninklijke Ahold Delhaize NV - COM | — | $3.1M | 0.2% | 85K | -14% | |||
| 127 | — | Hannover Rueck SE - COM | — | $3.0M | 0.2% | 64K | +3% | |||
| 128 | $CSL | CARLISLE COMPANIES INC | Materials | $2.9M | 0.2% | 9,057 | +27% | |||
| 129 | $ABBV | AbbVie Inc. | Healthcare | $2.9M | 0.2% | 11K | New | |||
| 130 | — | Contemporary Amperex Technology Co Ltd. - COM | — | $2.9M | 0.2% | 186K | -11% | |||
| 131 | $APTV | Aptiv PLC | Industrials | $2.8M | 0.2% | 65K | +28% | |||
| 132 | — | Prosus NV - COM | — | $2.8M | 0.2% | 345K | -3% | |||
| 133 | — | London Stock Exchange Group PLC - COM | — | $2.8M | 0.2% | 103K | +1% | |||
| 134 | — | Straumann Holding AG - COM | — | $2.7M | 0.1% | 246K | +4% | |||
| 135 | — | Kubota Corporation - COM | — | $2.7M | 0.1% | 31K | New | |||
| 136 | — | L'Oreal S.A. - COM | — | $2.7M | 0.1% | 31K | +27% | |||
| 137 | $J | JACOBS SOLUTIONS INC. | Industrials | $2.5M | 0.1% | 19K | +39% | |||
| 138 | $INFY | Infosys Ltd | Technology | $2.5M | 0.1% | 229K | +12% | |||
| 139 | $FR | FIRST INDUSTRIAL REALTY TRUST INC | Real Estate | $2.4M | 0.1% | 40K | -34% | |||
| 140 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $2.2M | 0.1% | 3 | — | |||
| 141 | $ASX | ASE Technology Holding Co., Ltd. | Technology | $2.1M | 0.1% | 47K | +127% | |||
| 142 | — | Delta Electronics Inc. - COM | — | $1.9M | 0.1% | 6,438 | -18% | |||
| 143 | — | DSV A/S - COM | — | $1.6M | 0.1% | 18K | New | |||
| 144 | $NVS | NOVARTIS AG | Healthcare | $1.3M | 0.1% | 9,010 | -90% | |||
| 145 | $ALC | ALCON INC | Healthcare | $1.3M | 0.1% | 19K | -58% | |||
| 146 | $MMYT | MakeMyTrip Ltd | Consumer Discretionary | $1.2M | 0.1% | 25K | — | |||
| 147 | — | Ping An Insurance (Group) Company of China Ltd. - COM | — | $1.1M | 0.1% | 80K | +25% | |||
| 148 | — | Tencent Holdings Ltd. - COM | — | $959K | 0.1% | 18K | +33% | |||
| 149 | — | Grupo Financiero Banorte S.A.B. de C.V. - COM | — | $892K | 0.1% | 17K | +26% | |||
| 150 | — | Atlas Copco AB - COM | — | $879K | 0.1% | 43K | +52% |
What changed in Q3 2026
Against the previous quarter's 13F: 7 new, 108 added to, 52 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
- Givaudan SA - COM$3.6M
first bought this quarter
$LEVILEVI STRAUSS & CO$3.2M
first bought this quarter
$ABBVAbbVie Inc.$2.9M
first bought this quarter
- Kubota Corporation - COM$2.7M
first bought this quarter
- DSV A/S - COM$1.6M
first bought this quarter
$SKHYSK hynix Inc.$670K
first bought this quarter
+1 more in the Excel export
Added to (108)
now $18.7M · held 2 qtrs, 2 adds in a row
now $86.0M · held 8+ qtrs, 2 adds in a row
now $30.0M · held 8+ qtrs, 2 adds in a row
$ABTABBOTT LABORATORIES+108%
now $7.5M · held 6 qtrs
$KIMKIMCO REALTY CORP+173%
now $5.0M · held 2 qtrs, 2 adds in a row
$CCKCROWN HOLDINGS, INC.+101%
now $6.3M · held 2 qtrs, 2 adds in a row
+102 more in the Excel export
Trimmed (52)
- NuShares ETF Trust - COM-98%
now $498K
$NVSNOVARTIS AG-90%
now $1.3M · held 8+ qtrs, 7 trims in a row
$AMATAPPLIED MATERIALS INC /DE-47%
now $13.4M · held 8+ qtrs
$CRMSalesforce, Inc.-56%
now $4.6M · held 8+ qtrs, 5 trims in a row
now $116.2M · held 8+ qtrs, 3 trims in a row
now $20.5M · held 4 qtrs, 2 trims in a row
+46 more in the Excel export
Holdings by quarter
Every 13F Boston Common Asset Management, LLC has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow Boston Common Asset Management?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Boston Common Asset Management's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-4.2%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 23% over the last 4
Top 10 weight
34%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Boston Common Asset Management, LLC disclosed 181 positions worth $1.7B in its Form 13F-HR for Q3 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 6.7% of the equity portfolio, followed by $MSFT and $NVDA. During the quarter the fund opened 7 new positions and exited 13 and a full exit from $CRH. The portfolio is most concentrated in Technology (40.4% 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.
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AI-Powered Hedge Fund Analysis: Boston Common Asset Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Boston Common Asset Management, LLC (SEC CIK: 1409427), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Boston Common Asset Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.