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Portfolio (Quarterly) Guide ↗

Boston Common Asset Management, LLC

· CIK 0001409427
13F Portfolio $1.7B AUM 195 positions Filed May 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 17 New 21 Added 141 Reduced 121 Exited
Page 2 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XYL Xylem, Inc. Industrials 135,520.0 $18.5M 1.11% +11K +8.7% $136.18 -20.5%
22 TJX The TJX Companies Inc. Consumer Cyclical 117,372.0 $18.0M 1.09% -60K -34.0% $153.61 +3.6%
23 Roche Holding AG 339,393.0 $17.6M 1.06% -29K -7.9% $51.78
24 TMUS T-Mobile US Inc Communication Services 82,658.0 $16.8M 1.01% -23K -22.0% $203.04 -6.3%
25 DHR Danaher Corporation Healthcare 72,302.0 $16.6M 1.00% -14K -16.3% $228.92 -24.3%
26 WAB Wabtec Corp Industrials 75,533.0 $16.1M 0.97% -13K -14.9% $213.45 +21.4%
27 CB Chubb Ltd. Financial Services 51,300.0 $16.0M 0.96% -11K -17.7% $312.12 +5.8%
28 AWK American Water Works Company, Inc. Utilities 122,475.0 $16.0M 0.96% -48K -28.0% $130.50 -5.1%
29 NVS Novartis AG Healthcare 113,266.0 $15.6M 0.94% -11K -8.8% $137.87 +10.1%
30 CBRE CBRE Group Inc. Real Estate 95,417.0 $15.3M 0.93% -16K -14.5% $160.79 -18.5%
31 BKNG Booking Holdings Inc Consumer Cyclical 2,844.0 $15.2M 0.92% -1K -30.9% $5355.33 -97.0%
32 INTU Intuit Inc Technology 22,829.0 $15.1M 0.91% -513.0 -2.2% $662.42 -53.6%
33 TCOM Trip.com Group Ltd. Consumer Cyclical 199,303.0 $14.3M 0.86% +35K +21.1% $71.91 -32.5%
34 ECL Ecolab Inc. Basic Materials 53,427.0 $14.0M 0.84% -471.0 -0.9% $262.52 -4.7%
35 BAC Bank of America Corp. Financial Services 251,391.0 $13.8M 0.83% -5K -1.9% $55.00 -6.4%
36 DGX Quest Diagnostics Incorporated Healthcare 77,289.0 $13.4M 0.81% -17K -17.8% $173.53 +11.7%
37 EW Edwards Lifesciences Corporation Healthcare 149,553.0 $12.7M 0.77% +14K +10.2% $85.25 -2.4%
38 ADI Analog Devices Inc. Technology 44,687.0 $12.1M 0.73% +616.0 +1.4% $271.20 +41.7%
39 VZ Verizon Communications Inc. Communication Services 296,381.0 $12.1M 0.73% -146K -33.0% $40.73 +17.4%
40 BK The Bank of New York Mellon Corp. Financial Services 102,693.0 $11.9M 0.72% -7K -6.0% $116.09 +19.7%
Page 2 of 10  ·  195 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 33.4%
Financial Services 16.8%
Communication Services 12.7%
Healthcare 11.5%
Industrials 10.0%
Consumer Cyclical 6.4%
Consumer Defensive 3.2%
Real Estate 2.1%
Basic Materials 2.0%
Utilities 1.2%