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Portfolio (Quarterly) Guide ↗

TRILLIUM ASSET MANAGEMENT, LLC

· CIK 0000884541
13F Portfolio $3.3B AUM 230 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 230 New
Page 12 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BWA BORGWARNER INC Consumer Cyclical 3,959.0 $263K 0.01% NEW $66.40 -2.6%
222 WMT WALMART INC Consumer Defensive 2,238.0 $253K 0.01% NEW $113.26 -7.9%
223 WBS WEBSTER FINL CORP Financial Services 3,302.0 $252K 0.01% NEW $76.42 +1.5%
224 VGSR MANAGER DIRECTED PORTFOLIOS 21,066.0 $240K 0.01% NEW $11.38 +1.4%
225 CBRE CBRE GROUP INC Real Estate 1,659.0 $223K 0.01% NEW $134.69 +11.6%
226 GIS GENERAL MILLS INC Consumer Defensive 6,360.0 $221K 0.01% NEW $34.80 +15.2%
227 ADP AUTOMATIC DATA PROCESSING IN Industrials 986.0 $221K 0.01% NEW $223.95 +25.6%
228 MS MORGAN STANLEY Financial Services 997.0 $208K 0.01% NEW $209.04 +2.4%
229 MDLZ MONDELEZ INTL INC Consumer Defensive 3,603.0 $208K 0.01% NEW $57.84 +8.9%
230 CACC CREDIT ACCEP CORP MICH Financial Services 326.0 $208K 0.01% NEW $636.74 -6.8%
Page 12 of 12  ·  230 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.7%
Industrials 14.9%
Financial Services 13.8%
Consumer Cyclical 8.2%
Communication Services 8.1%
Healthcare 8.0%
Real Estate 3.4%
Basic Materials 3.0%
Consumer Defensive 2.8%
Utilities 2.0%