Boston Common Asset Management
BOSTON, MAfiles as Boston Common Asset Management, LLC
$1.7bn in 186 US stocks at the end of 30 June 2026. The top 10 are 32.9% of the money. It changed about 10.5% of the portfolio this quarter.
Value
$1.7bn
Stocks
186
Top 10 share
32.9%
Turnover
10.5%
What changed this quarter
New
Bought for the first time this quarter.
- Advanced Micro DevicesAMD0.5% of the fund
- Companhia de Saneamento BasiSBS0.3% of the fund
- Infineon Technologies-AdrIFNNY0.2% of the fund
- Crown HoldingsCCK0.2% of the fund
- AptivAPTV0.2% of the fund
- Otsuka HoldingsOTSKY0.2% of the fund
- Asics Corp -Unsp ADRASCCY0.1% of the fund
- QualcommQCOM0.1% of the fund
- Kimco RealtyKIM0.1% of the fund
- Hewlett Packard EnterpriseHPE0.1% of the fund
- ASE Technology HldgASX<0.1% of the fund
- State STR Spdr S&P Midcap 40MDY<0.1% of the fund
- Illinois Tool WorksITW<0.1% of the fund
Added
Bought more of a stock they already held.
- MicrosoftMSFT3.5% of the fund+10%
- Applied MaterialsAMAT2.1% of the fund+6%
- Micron TechnologyMU1.6% of the fund+25%
- HubbellHUBB1.3% of the fund+6%
- Quest DiagnosticsDGX1.2% of the fund+6%
- Edwards LifesciencesEW0.9% of the fund+3%
- Fifth Third BancorpFITB0.8% of the fund+11%
- HA Sustainable Infrastructure CapitalHASI0.8% of the fund+6%
- Waste ManagementWM0.7% of the fund+13%
- eBayEBAY0.7% of the fund+24%
- Emerson ElectricEMR0.7% of the fund+2%
- Charles SchwabSCHW0.6% of the fund+62%
- Gilead SciencesGILD0.6% of the fund+9%
- Vertex PharmaceuticalsVRTX0.6% of the fund+13%
- Itau Unibanco Hldg S AITUB0.6% of the fund+11%
- Sprouts Farmers MarketSFM0.6% of the fund+38%
- ASML Holding NVASML0.5% of the fund+30%
- Standard CharteredSCBFY0.4% of the fund+36%
- AdvantestATEYY0.4% of the fund+2%
- LindeLIN0.4% of the fund+77%
- AutozoneAZO0.4% of the fund+23%
- State StreetSTT0.4% of the fund+16%
- Banco Bilbao Vizcaya ArgentariaBBVA0.3% of the fund+43%
- Deutsche Telekom AGDTEGY0.3% of the fund+14%
- Air Liquide ADRAIQUY0.3% of the fund+24%
Cut
Sold some of their stake.
- Taiwan Semiconductor ManufacturingTSM7.5% of the fund-8%
- NvidiaNVDA4.3% of the fund-9%
- AppleAAPL3.9% of the fund-6%
- BroadcomAVGO2.5% of the fund-8%
- AlphabetGOOG2.3% of the fund-14%
- VisaV1.8% of the fund-7%
- Eli LillyLLY1.6% of the fund-7%
- Vertiv HoldingsVRT1.5% of the fund-26%
- Spotify TechnologySPOT1.4% of the fund-5%
- NetflixNFLX1.3% of the fund-10%
- Colgate-PalmoliveCL1.3% of the fund-8%
- CRH PublicCRH1.0% of the fund-5%
- TJX CompaniesTJX1.0% of the fund-4%
- Roche Hldgs AG BaselRHHBY0.9% of the fund-7%
- Analog DevicesADI0.9% of the fund-8%
- Palo Alto NetworksPANW0.9% of the fund-10%
- Novartis AGNVS0.9% of the fund-15%
- EcolabECL0.8% of the fund-8%
- HDFC BankHDB0.8% of the fund-23%
- Verizon CommunicationsVZ0.8% of the fund-3%
- CumminsCMI0.8% of the fund-4%
- T-Mobile USTMUS0.7% of the fund-10%
- Cbre GroupCBRE0.7% of the fund-8%
- Bank of AmericaBAC0.7% of the fund-12%
- Costco WholesaleCOST0.6% of the fund-10%
Sold out
Sold their entire stake.
- AXA SAAXAHY-100%
- TE ConnectivityTEL-100%
- KLAKLAC-100%
- United RentalsURI-100%
- Taylor Wimpey ADR ORD SHSTWODY-100%
- Adyen N V FADYEY-100%
- Beiersdorf A G Unsponsored GERBDRFY-100%
- Amadeus IT Group S A Unsponsored ADSAMADY-100%
- AccentureACN-100%
- IntuitINTU-100%
- GSKGSK-100%
- ConvaTec GroupCNVVF-100%
- TDKTTDKF-100%
Holdings
- Nushares ETF TRNUSC
- Share
- 1.3%
- Value
- $22m
- Shares
- 419,630
Held
- Roche Hldgs AG BaselRHHBY
- Share
- 0.9%
- Value
- $15m
- Shares
- 300,155
-7%
- HA Sustainable Infrastructure CapitalHASI
- Share
- 0.8%
- Value
- $13m
- Shares
- 337,713
+6%
- Itau Unibanco Hldg S AITUB
- Share
- 0.6%
- Value
- $10m
- Shares
- 1,172,491
+11%
- UnileverUL
- Share
- 0.5%
- Value
- $9m
- Shares
- 152,726
-7%
- Siemens A G - ADRSIEGY
- Share
- 0.5%
- Value
- $8m
- Shares
- 50,371
-8%
- Prysmian SPA Unsponsord ADRPRYMY
- Share
- 0.5%
- Value
- $8m
- Shares
- 92,571
-16%
- Mitsubishi Elec Corp ADRMIELY
- Share
- 0.5%
- Value
- $8m
- Shares
- 104,985
-4%
- Standard CharteredSCBFY
- Share
- 0.4%
- Value
- $7m
- Shares
- 130,826
+36%
- Schneider Elec SA ADRSBGSY
- Share
- 0.4%
- Value
- $7m
- Shares
- 108,683
-8%
- Hoya Corp Sponsored ADRHOCPY
- Share
- 0.4%
- Value
- $7m
- Shares
- 42,052
-15%
- AdvantestATEYY
- Share
- 0.4%
- Value
- $7m
- Shares
- 32,439
+2%
- OrixIX
- Share
- 0.4%
- Value
- $6m
- Shares
- 165,949
-5%
- SSESSEZY
- Share
- 0.4%
- Value
- $6m
- Shares
- 191,666
-9%
- Sony GroupSONY
- Share
- 0.4%
- Value
- $6m
- Shares
- 304,673
-5%
- Singapore Telecommunic FSGAPY
- Share
- 0.3%
- Value
- $6m
- Shares
- 166,157
-17%
- Murata ManufacturingMRAAY
- Share
- 0.3%
- Value
- $6m
- Shares
- 156,340
-19%
- Companhia de Saneamento BasiSBS
- Share
- 0.3%
- Value
- $6m
- Shares
- 968,896
New
- Oversea Chinese BKOVCHY
- Share
- 0.3%
- Value
- $5m
- Shares
- 141,506
-7%
- Grupo Cibest SACIB
- Share
- 0.3%
- Value
- $5m
- Shares
- 67,102
Held
- ASM InternationalASMIY
- Share
- 0.3%
- Value
- $5m
- Shares
- 4,422
-24%
- Deutsche Telekom AGDTEGY
- Share
- 0.3%
- Value
- $5m
- Shares
- 185,041
+14%
- Industria De Diseno Textil SAIDEXY
- Share
- 0.3%
- Value
- $5m
- Shares
- 314,955
-2%
- Intesa SanpaoloISNPY
- Share
- 0.3%
- Value
- $5m
- Shares
- 119,322
-5%
- Air Liquide ADRAIQUY
- Share
- 0.3%
- Value
- $5m
- Shares
- 123,888
+24%
- Atlas Copco AB SPATLCY
- Share
- 0.3%
- Value
- $5m
- Shares
- 274,272
Held
- Veolia Environment ADRVEOEY
- Share
- 0.3%
- Value
- $5m
- Shares
- 229,328
-9%
- Contemporary Amperex TechnologCYATY
- Share
- 0.3%
- Value
- $5m
- Shares
- 209,775
-21%
- TDKTTDKY
- Share
- 0.3%
- Value
- $5m
- Shares
- 207,984
+3%
- Nestle SA ADRNSRGY
- Share
- 0.3%
- Value
- $4m
- Shares
- 43,135
-6%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Taiwan Semiconductor ManufacturingTSM | 7.5% | $127m | 265,251 | -8% |
| NvidiaNVDA | 4.3% | $73m | 364,844 | -9% |
| AppleAAPL | 3.9% | $65m | 225,013 | -6% |
| MicrosoftMSFT | 3.5% | $59m | 157,839 | +10% |
| AlphabetGOOGL | 3.0% | $51m | 142,499 | Held |
| BroadcomAVGO | 2.5% | $43m | 113,075 | -8% |
| AlphabetGOOG | 2.3% | $39m | 110,135 | -14% |
| Applied MaterialsAMAT | 2.1% | $36m | 49,204 | +6% |
| Morgan StanleyMS | 2.0% | $33m | 158,039 | Held |
| VisaV | 1.8% | $30m | 88,822 | -7% |
| Micron TechnologyMU | 1.6% | $27m | 23,578 | +25% |
| Eli LillyLLY | 1.6% | $27m | 22,557 | -7% |
| MerckMRK | 1.5% | $25m | 198,228 | Held |
| Vertiv HoldingsVRT | 1.5% | $25m | 73,903 | -26% |
| Spotify TechnologySPOT | 1.4% | $23m | 49,932 | -5% |
| HubbellHUBB | 1.3% | $23m | 43,325 | +6% |
| NetflixNFLX | 1.3% | $23m | 316,471 | -10% |
| Nushares ETF TRNUSC | 1.3% | $22m | 419,630 | Held |
| Colgate-PalmoliveCL | 1.3% | $21m | 231,004 | -8% |
| Quest DiagnosticsDGX | 1.2% | $20m | 95,696 | +6% |
| Westinghouse Air Brake TechnologiesWAB | 1.2% | $20m | 72,573 | Held |
| ChubbCB | 1.0% | $17m | 51,285 | Held |
| CRH PublicCRH | 1.0% | $17m | 162,587 | -5% |
| XylemXYL | 1.0% | $17m | 142,958 | Held |
| American Water Works CompanyAWK | 1.0% | $17m | 126,547 | Held |
| TJX CompaniesTJX | 1.0% | $16m | 108,564 | -4% |
| Bank of New York MellonBNY | 0.9% | $16m | 109,177 | Held |
| Roche Hldgs AG BaselRHHBY | 0.9% | $15m | 300,155 | -7% |
| Analog DevicesADI | 0.9% | $15m | 38,180 | -8% |
| Edwards LifesciencesEW | 0.9% | $15m | 160,814 | +3% |
| Palo Alto NetworksPANW | 0.9% | $15m | 42,566 | -10% |
| Novartis AGNVS | 0.9% | $14m | 91,740 | -15% |
| EcolabECL | 0.8% | $13m | 48,203 | -8% |
| Fifth Third BancorpFITB | 0.8% | $13m | 236,088 | +11% |
| HDFC BankHDB | 0.8% | $13m | 514,318 | -23% |
| HA Sustainable Infrastructure CapitalHASI | 0.8% | $13m | 337,713 | +6% |
| Verizon CommunicationsVZ | 0.8% | $13m | 306,665 | -3% |
| CumminsCMI | 0.8% | $13m | 17,769 | -4% |
| T-Mobile USTMUS | 0.7% | $13m | 75,160 | -10% |
| Waste ManagementWM | 0.7% | $12m | 55,895 | +13% |
| Cbre GroupCBRE | 0.7% | $12m | 90,667 | -8% |
| Bank of AmericaBAC | 0.7% | $12m | 210,557 | -12% |
| eBayEBAY | 0.7% | $11m | 102,552 | +24% |
| Emerson ElectricEMR | 0.7% | $11m | 78,302 | +2% |
| Charles SchwabSCHW | 0.6% | $11m | 116,937 | +62% |
| Costco WholesaleCOST | 0.6% | $11m | 11,461 | -10% |
| Gilead SciencesGILD | 0.6% | $11m | 84,463 | +9% |
| Ralph LaurenRL | 0.6% | $11m | 26,277 | -10% |
| Mitsubishi UFJ Financial GroupMUFG | 0.6% | $10m | 487,481 | -14% |
| Vertex PharmaceuticalsVRTX | 0.6% | $10m | 19,493 | +13% |
| Itau Unibanco Hldg S AITUB | 0.6% | $10m | 1,172,491 | +11% |
| Sprouts Farmers MarketSFM | 0.6% | $9m | 111,597 | +38% |
| DanaherDHR | 0.6% | $9m | 49,403 | -30% |
| Steel DynamicsSTLD | 0.6% | $9m | 40,676 | -23% |
| Advanced Micro DevicesAMD | 0.5% | $9m | 15,958 | New |
| Trane TechnologiesTT | 0.5% | $9m | 18,765 | -4% |
| UnileverUL | 0.5% | $9m | 152,726 | -7% |
| MetLifeMET | 0.5% | $9m | 108,285 | Held |
| ASML Holding NVASML | 0.5% | $9m | 4,300 | +30% |
| CME GroupCME | 0.5% | $8m | 38,377 | -3% |
| Siemens A G - ADRSIEGY | 0.5% | $8m | 50,371 | -8% |
| AonAON | 0.5% | $8m | 23,874 | -11% |
| Prysmian SPA Unsponsord ADRPRYMY | 0.5% | $8m | 92,571 | -16% |
| Booking HoldingsBKNG | 0.5% | $8m | 43,173 | -27% |
| Mitsubishi Elec Corp ADRMIELY | 0.5% | $8m | 104,985 | -4% |
| First SolarFSLR | 0.5% | $8m | 32,295 | -4% |
| SAP SESAP | 0.4% | $7m | 47,647 | -7% |
| Standard CharteredSCBFY | 0.4% | $7m | 130,826 | +36% |
| AstrazenecaAZN | 0.4% | $7m | 37,467 | -9% |
| Schneider Elec SA ADRSBGSY | 0.4% | $7m | 108,683 | -8% |
| SalesforceCRM | 0.4% | $7m | 44,954 | -39% |
| Home DepotHD | 0.4% | $7m | 19,662 | -27% |
| Hoya Corp Sponsored ADRHOCPY | 0.4% | $7m | 42,052 | -15% |
| AdvantestATEYY | 0.4% | $7m | 32,439 | +2% |
| LindeLIN | 0.4% | $7m | 12,554 | +77% |
| AutozoneAZO | 0.4% | $7m | 2,038 | +23% |
| ING Groep NVING | 0.4% | $6m | 204,142 | -16% |
| OrixIX | 0.4% | $6m | 165,949 | -5% |
| SSESSEZY | 0.4% | $6m | 191,666 | -9% |
| Sony GroupSONY | 0.4% | $6m | 304,673 | -5% |
| State StreetSTT | 0.4% | $6m | 35,601 | +16% |
| MercadoLibreMELI | 0.4% | $6m | 3,548 | -2% |
| Singapore Telecommunic FSGAPY | 0.3% | $6m | 166,157 | -17% |
| Banco Bilbao Vizcaya ArgentariaBBVA | 0.3% | $6m | 227,181 | +43% |
| Murata ManufacturingMRAAY | 0.3% | $6m | 156,340 | -19% |
| Companhia de Saneamento BasiSBS | 0.3% | $6m | 968,896 | New |
| Oversea Chinese BKOVCHY | 0.3% | $5m | 141,506 | -7% |
| Grupo Cibest SACIB | 0.3% | $5m | 67,102 | Held |
| ASM InternationalASMIY | 0.3% | $5m | 4,422 | -24% |
| Deutsche Telekom AGDTEGY | 0.3% | $5m | 185,041 | +14% |
| Industria De Diseno Textil SAIDEXY | 0.3% | $5m | 314,955 | -2% |
| AmgenAMGN | 0.3% | $5m | 13,698 | -54% |
| Intesa SanpaoloISNPY | 0.3% | $5m | 119,322 | -5% |
| Air Liquide ADRAIQUY | 0.3% | $5m | 123,888 | +24% |
| Atlas Copco AB SPATLCY | 0.3% | $5m | 274,272 | Held |
| Veolia Environment ADRVEOEY | 0.3% | $5m | 229,328 | -9% |
| Contemporary Amperex TechnologCYATY | 0.3% | $5m | 209,775 | -21% |
| TDKTTDKY | 0.3% | $5m | 207,984 | +3% |
| DeereDE | 0.3% | $5m | 7,223 | +19% |
| Nestle SA ADRNSRGY | 0.3% | $4m | 43,135 | -6% |
Showing the largest 100 of 186.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 52.7% since 30 June 2025.
Where the money is
Technology29.8%
Financial services13.2%
Media & telecom9.7%
Industrials9.4%
Health care8.9%
Retail & consumer4.0%
Materials3.2%
Everyday goods2.7%
Real estate1.3%
Utilities1.0%
Other16.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.