Boston Common Asset Management, Llc Portfolio Stock Holdings
Boston Common Asset Management, Llc disclosed 186 stock positions valued at approximately $1.6 billion in its latest SEC 13F filing. The largest holdings include Taiwan Semiconductor Manufacturing Co., Ltd., NVIDIA Corp., and Apple Inc.. The filing reflects positions held as of March 31, 2026 and was filed on May 7, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 186
- Portfolio Value
- $1.6B
Holdings by Sector
Boston Common Asset Management, Llc Portfolio Holdings in Q1 2026
135 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | TSM | Technology | 6.26% | 287,638 | -254,434 | -46.94% | $97,207,262 |
| NVIDIA Corp. | NVDA | Technology | 4.51% | 401,697 | +11,576 | +2.97% | $70,055,957 |
| Apple Inc. | AAPL | Technology | 3.91% | 239,514 | -6,269 | -2.55% | $60,786,258 |
| Microsoft Corp. | MSFT | Technology | 3.42% | 143,573 | -1,642 | -1.13% | $53,146,417 |
| Alphabet Inc. | GOOGL | Communication Services | 2.61% | 140,765 | -34,974 | -19.90% | $40,478,383 |
| Broadcom Inc | AVGO | Technology | 2.46% | 123,544 | +9,497 | +8.33% | $38,238,103 |
| Alphabet Inc. | GOOG | Communication Services | 2.37% | 128,309 | +7,912 | +6.57% | $36,806,720 |
| Netflix, Inc. | NFLX | Communication Services | 2.18% | 352,081 | +5,554 | +1.60% | $33,852,588 |
| Visa Inc | V | Financial Services | 1.85% | 95,289 | +1,653 | +1.77% | $28,800,147 |
| Morgan Stanley | MS | Financial Services | 1.70% | 159,949 | -52,657 | -24.77% | $26,322,807 |
| Spotify Technology S.A. | SPOT | Other | 1.64% | 52,596 | +20,516 | +63.95% | $25,504,326 |
| Vertiv Holdings Co | VRT | Industrials | 1.61% | 99,730 | -32,425 | -24.54% | $24,990,343 |
| Merck & Co., Inc | MRK | Healthcare | 1.54% | 198,680 | -56,800 | -22.23% | $23,899,217 |
| Eli Lilly & Co. | LLY | Healthcare | 1.44% | 24,353 | -5,185 | -17.55% | $22,399,159 |
| Colgate-Palmolive Co. | CL | Consumer Defensive | 1.37% | 250,152 | -36,607 | -12.77% | $21,320,455 |
| Hubbell Incorporated | HUBB | Industrials | 1.29% | 40,763 | -10,090 | -19.84% | $20,004,035 |
| NuShares ETF Trust | NUSC | Other | 1.23% | 424,782 | -20,044 | -4.51% | $19,140,685 |
| Wabtec Corp | WAB | Industrials | 1.19% | 74,048 | -10,403 | -12.32% | $18,505,336 |
| The TJX Companies Inc. | TJX | Consumer Cyclical | 1.16% | 112,746 | -24,450 | -17.82% | $18,005,536 |
| CRH Plc | CRH | Other | 1.15% | 170,491 | -73,922 | -30.24% | $17,922,014 |
| Quest Diagnostics Incorporated | DGX | Healthcare | 1.14% | 90,326 | -1,531 | -1.67% | $17,702,089 |
| T-Mobile US Inc | TMUS | Communication Services | 1.13% | 83,537 | -12,719 | -13.21% | $17,545,276 |
| Xylem, Inc. | XYL | Industrials | 1.12% | 145,639 | +1,899 | +1.32% | $17,403,861 |
| American Water Works Company, Inc. | AWK | Utilities | 1.12% | 127,660 | -11,173 | -8.05% | $17,373,249 |
| Chubb Ltd. | CB | Financial Services | 1.07% | 51,027 | -12,047 | -19.10% | $16,631,230 |
| HDFC Bank Ltd. | HDB | Financial Services | 1.07% | 665,080 | -872,431 | -56.74% | $16,547,190 |
| Novartis AG | NVS | Healthcare | 1.06% | 108,116 | -5,150 | -4.55% | $16,514,719 |
| Roche Holding AG | RHHBY | Healthcare | 1.03% | 322,354 | -17,039 | -5.02% | $16,024,217 |
| Verizon Communications Inc. | VZ | Communication Services | 1.02% | 316,689 | -98,639 | -23.75% | $15,897,788 |
| Applied Materials Inc. | AMAT | Technology | 1.02% | 46,362 | +13,150 | +39.59% | $15,846,068 |
| Ecolab Inc. | ECL | Basic Materials | 0.90% | 52,301 | +774 | +1.50% | $13,913,112 |
| Salesforce Inc. | CRM | Technology | 0.89% | 73,976 | -12,556 | -14.51% | $13,809,100 |
| Danaher Corporation | DHR | Healthcare | 0.87% | 70,980 | -15,692 | -18.11% | $13,457,808 |
| CBRE Group Inc. | CBRE | Real Estate | 0.86% | 98,277 | -13,532 | -12.10% | $13,312,602 |
| Analog Devices Inc. | ADI | Technology | 0.85% | 41,525 | -98 | -0.24% | $13,210,764 |
| The Bank of New York Mellon Corp. | BK | Financial Services | 0.84% | 109,472 | -40,732 | -27.12% | $12,986,663 |
| Costco Wholesale Corporation | COST | Consumer Defensive | 0.82% | 12,727 | +542 | +4.45% | $12,681,565 |
| Edwards Lifesciences Corporation | EW | Healthcare | 0.81% | 156,297 | +11,594 | +8.01% | $12,516,264 |
| HA Sustainable Infrastructure Capital Inc | HASI | Real Estate | 0.76% | 319,770 | +117,855 | +58.37% | $11,751,548 |
| Trip.com Group Ltd. | TCOM | Consumer Cyclical | 0.75% | 235,273 | -100,661 | -29.96% | $11,714,243 |
| Bank of America Corp. | BAC | Financial Services | 0.75% | 240,092 | +9,303 | +4.03% | $11,704,485 |
| CME Group Inc. | CME | Financial Services | 0.75% | 39,517 | -12,047 | -23.36% | $11,671,346 |
| The Procter & Gamble Co. | PG | Consumer Defensive | 0.75% | 80,800 | -13,951 | -14.72% | $11,670,752 |
| Waste Management, Inc. | WM | Industrials | 0.73% | 49,504 | -16,875 | -25.42% | $11,375,524 |
| Gilead Sciences Inc. | GILD | Healthcare | 0.69% | 77,243 | -36,613 | -32.16% | $10,765,357 |
| Amgen Inc. | AMGN | Healthcare | 0.67% | 29,640 | -15,349 | -34.12% | $10,428,834 |
| Emerson Electric Co. | EMR | Industrials | 0.65% | 76,719 | -24,846 | -24.46% | $10,051,723 |
| Ralph Lauren Corp. | RL | Consumer Cyclical | 0.65% | 29,187 | +1,071 | +3.81% | $10,040,036 |
| Booking Holdings Inc | BKNG | Consumer Cyclical | 0.64% | 2,368 | -246 | -9.41% | $9,970,038 |
| Cummins Inc. | CMI | Industrials | 0.64% | 18,498 | -2,154 | -10.43% | $9,952,294 |
| Fifth Third Bancorp | FITB | Financial Services | 0.64% | 213,439 | -81,754 | -27.70% | $9,916,376 |
| Mitsubishi UFJ Financial Group Inc. | MUFG | Financial Services | 0.62% | 566,845 | -26,339 | -4.44% | $9,619,360 |
| Steel Dynamics, Inc. | STLD | Basic Materials | 0.61% | 52,682 | -18,990 | -26.50% | $9,482,760 |
| Home Depot Inc. | HD | Consumer Cyclical | 0.57% | 27,101 | +768 | +2.92% | $8,913,248 |
| Itau Unibanco Holding SA | ITUB | Financial Services | 0.57% | 1,052,191 | -1,409,692 | -57.26% | $8,817,361 |
| SAP SE | SAP | Technology | 0.56% | 51,041 | +5,960 | +13.22% | $8,738,730 |
| Aon PLC | AON | Financial Services | 0.55% | 26,695 | -8,888 | -24.98% | $8,616,612 |
| Trane Technologies PLC | TT | Other | 0.52% | 19,467 | -2,137 | -9.89% | $8,112,678 |
| MetLife Inc. | MET | Financial Services | 0.50% | 109,516 | -61,305 | -35.89% | $7,744,972 |
| Vertex Pharmaceuticals Incorporated | VRTX | Healthcare | 0.49% | 17,205 | -2,742 | -13.75% | $7,682,721 |
| Palo Alto Networks Inc | PANW | Technology | 0.49% | 47,194 | +8,486 | +21.92% | $7,566,142 |
| eBay Inc. | EBAY | Consumer Cyclical | 0.48% | 82,401 | +82,401 | +100.00% | $7,500,139 |
| The Charles Schwab Corporation | SCHW | Financial Services | 0.44% | 72,293 | -42,683 | -37.12% | $6,794,096 |
| Siemens AG | SIEGY | Industrials | 0.43% | 54,881 | -552 | -1.00% | $6,688,896 |
| Sony Group Corp. | SONY | Technology | 0.43% | 321,630 | +30,979 | +10.66% | $6,657,741 |
| First Solar Inc | FSLR | Technology | 0.43% | 33,477 | -9,312 | -21.76% | $6,603,673 |
| Schneider Electric SE | SBGSY | Industrials | 0.41% | 118,254 | -7,928 | -6.28% | $6,436,565 |
| Micron Technology Inc. | MU | Technology | 0.41% | 18,864 | -17,780 | -48.52% | $6,373,014 |
| ING Groep N.V. | ING | Financial Services | 0.41% | 244,179 | -16,238 | -6.24% | $6,360,863 |
| Mercadolibre Inc | MELI | Consumer Cyclical | 0.40% | 3,629 | -7,045 | -66.00% | $6,274,614 |
| Sprouts Farmers Markets Inc | SFM | Consumer Defensive | 0.40% | 80,634 | +30,835 | +61.92% | $6,219,300 |
| Deutsche Telekom AG | DTEGY | Communication Services | 0.39% | 162,538 | -13,152 | -7.49% | $6,026,909 |
| Autozone, Inc. | AZO | Consumer Cyclical | 0.36% | 1,658 | +107 | +6.90% | $5,600,359 |
| ORIX Corp. | IX | Financial Services | 0.34% | 175,172 | -1,223 | -0.69% | $5,253,408 |
| Axa SA | AXAHY | Financial Services | 0.33% | 111,298 | -44,028 | -28.35% | $5,118,261 |
| Sociedad Quimica y Minera de Chile S A | SQM | Basic Materials | 0.32% | 61,518 | -131,177 | -68.07% | $4,979,267 |
| Bancolombia SA | 40090E106 | Other | 0.31% | 67,102 | -186,045 | -73.49% | $4,885,697 |
| Veolia Environnement S.A. | VEOEY | Industrials | 0.31% | 251,105 | -2,155 | -0.85% | $4,793,594 |
| Nestle SA | NSRGY | Consumer Defensive | 0.29% | 45,958 | -281 | -0.61% | $4,554,438 |
| ASML Holding N.V. | ASML | Other | 0.28% | 3,297 | +3,297 | +100.00% | $4,354,777 |
| Abbott Laboratories | ABT | Healthcare | 0.27% | 41,309 | +3,538 | +9.37% | $4,241,195 |
| Air Liquide S.A.(L') | AIQUY | Basic Materials | 0.27% | 100,181 | -762 | -0.75% | $4,157,505 |
| AIA Group Ltd, Hong Kong | AAGIY | Financial Services | 0.26% | 92,086 | -678 | -0.73% | $4,100,590 |
| Lowes Companies, Inc. | LOW | Consumer Cyclical | 0.26% | 16,811 | -15,975 | -48.73% | $3,972,103 |
| Alcon AG | ALC | Other | 0.26% | 52,678 | -3,309 | -5.91% | $3,969,287 |
| Koninklijke Ahold Delhaize NV | ADRNY | Consumer Defensive | 0.25% | 84,758 | -1,325 | -1.54% | $3,947,180 |
| State Street Corp. | STT | Financial Services | 0.25% | 30,757 | -36,528 | -54.29% | $3,892,606 |
| SK Telecom Co Ltd | SKM | Communication Services | 0.24% | 126,681 | -235,743 | -65.05% | $3,710,487 |
| Linde PLC | LIN | Other | 0.23% | 7,094 | +7,094 | +100.00% | $3,516,921 |
| American Express Company | AXP | Financial Services | 0.23% | 11,625 | -10,112 | -46.52% | $3,516,330 |
| Banco Bilbao Vizcaya Argentaria SA | BBVA | Financial Services | 0.22% | 158,827 | +158,827 | +100.00% | $3,440,193 |
| Deere & Company | DE | Industrials | 0.22% | 6,078 | -4,240 | -41.09% | $3,423,737 |
| Digital Realty Trust Inc. | DLR | Real Estate | 0.21% | 18,472 | -8,700 | -32.02% | $3,328,839 |
| Vestas Wind Systems AS | VWDRY | Industrials | 0.21% | 328,799 | -1,951 | -0.59% | $3,279,771 |
| Canadian Pacific Kansas City Ltd. | CP | Industrials | 0.21% | 41,500 | -548 | -1.30% | $3,264,390 |
| First Industrial Realty Trust, Inc. | FR | Real Estate | 0.19% | 52,051 | -54,662 | -51.22% | $3,011,150 |
| Infosys Ltd. | INFY | Technology | 0.18% | 208,639 | -434,585 | -67.56% | $2,818,713 |
| Argenx SE | ARGX | Healthcare | 0.18% | 3,753 | +3,753 | +100.00% | $2,740,628 |
| Citizens Financial Group Inc | CFG | Financial Services | 0.18% | 45,677 | +45,677 | +100.00% | $2,739,250 |
| TE Connectivity Ltd | TEL | Other | 0.17% | 12,584 | -13,852 | -52.40% | $2,630,308 |