Boston Common Asset Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Boston Common Asset Management, Llc disclosed 177 stock positions valued at approximately $1.69B as of quarter-end June 30, 2026. The largest holdings include Taiwan Semiconductor Manufacturing Co., Ltd., NVIDIA Corp., and Apple Inc..
- Report Period
- June 30, 2026
- No. of Stocks
- 177
- Portfolio Value
- $1.69B
Holdings by Sector
Boston Common Asset Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | TSM | Technology | 7.51% | 265,251 | -22,387 | -7.78% | $126,675,920 |
| NVIDIA Corp. | NVDA | Technology | 4.33% | 364,844 | -36,853 | -9.17% | $73,001,636 |
| Apple Inc. | AAPL | Technology | 3.86% | 225,013 | -14,501 | -6.05% | $65,109,762 |
| Microsoft Corp. | MSFT | Technology | 3.49% | 157,839 | +14,266 | +9.94% | $58,877,104 |
| Alphabet Inc. | GOOGL | Communication Services | 3.02% | 142,499 | +1,734 | +1.23% | $50,924,868 |
| Broadcom Inc | AVGO | Technology | 2.53% | 113,075 | -10,469 | -8.47% | $42,714,081 |
| Alphabet Inc. | GOOG | Communication Services | 2.31% | 110,135 | -18,174 | -14.16% | $38,914,056 |
| Applied Materials Inc. | AMAT | Technology | 2.11% | 49,204 | +2,842 | +6.13% | $35,574,492 |
| Morgan Stanley | MS | Financial Services | 1.96% | 158,039 | -1,910 | -1.19% | $33,036,473 |
| Visa Inc | V | Financial Services | 1.81% | 88,822 | -6,467 | -6.79% | $30,473,940 |
| Micron Technology Inc. | MU | Technology | 1.61% | 23,578 | +4,714 | +24.99% | $27,215,850 |
| Eli Lilly & Co. | LLY | Healthcare | 1.60% | 22,557 | -1,796 | -7.37% | $27,055,543 |
| Merck & Co., Inc | MRK | Healthcare | 1.51% | 198,228 | -452 | -0.23% | $25,472,298 |
| Vertiv Holdings Co | VRT | Industrials | 1.47% | 73,903 | -25,827 | -25.90% | $24,744,202 |
| Spotify Technology S.A. | SPOT | Other | 1.36% | 49,932 | -2,664 | -5.07% | $22,925,279 |
| Hubbell Incorporated | HUBB | Industrials | 1.34% | 43,325 | +2,562 | +6.29% | $22,667,640 |
| Netflix, Inc. | NFLX | Communication Services | 1.34% | 316,471 | -35,610 | -10.11% | $22,596,029 |
| NuShares ETF Trust | NUSC | Other | 1.30% | 419,630 | -5,152 | -1.21% | $21,871,125 |
| Colgate-Palmolive Co. | CL | Consumer Defensive | 1.26% | 231,004 | -19,148 | -7.65% | $21,178,447 |
| Quest Diagnostics Incorporated | DGX | Healthcare | 1.20% | 95,696 | +5,370 | +5.95% | $20,282,767 |
| Wabtec Corp | WAB | Industrials | 1.16% | 72,573 | -1,475 | -1.99% | $19,565,681 |
| Chubb Ltd. | CB | Financial Services | 1.04% | 51,285 | +258 | +0.51% | $17,474,851 |
| CRH Plc | CRH | Other | 1.03% | 162,587 | -7,904 | -4.64% | $17,396,809 |
| Xylem, Inc. | XYL | Industrials | 1.00% | 142,958 | -2,681 | -1.84% | $16,899,065 |
| American Water Works Company, Inc. | AWK | Utilities | 0.99% | 126,547 | -1,113 | -0.87% | $16,651,054 |
| The TJX Companies Inc. | TJX | Consumer Cyclical | 0.97% | 108,564 | -4,182 | -3.71% | $16,447,446 |
| The Bank of New York Mellon Corp. | BK | Financial Services | 0.94% | 109,177 | -295 | -0.27% | $15,788,086 |
| Roche Holding AG | RHHBY | Healthcare | 0.91% | 300,155 | -22,199 | -6.89% | $15,412,959 |
| Analog Devices Inc. | ADI | Technology | 0.90% | 38,180 | -3,345 | -8.06% | $15,163,951 |
| Edwards Lifesciences Corporation | EW | Healthcare | 0.86% | 160,814 | +4,517 | +2.89% | $14,547,234 |
Showing 30 of 177 holdings in the latest reporting period.