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Portfolio (Quarterly) Guide ↗

Boston Common Asset Management, LLC

· CIK 0001409427
13F Portfolio $1.7B AUM 186 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 21 New 42 Added 110 Reduced 30 Exited
Page 8 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 Jeronimo Martins - S.G.P.S., S.A. 54,370.0 $2.1M 0.12% -2K -2.9% $38.25
142 HPE Hewlett Packard Enterprise Co. Technology 45,777.0 $2.1M 0.12% NEW $45.11 +15.2%
143 Mercedes-Benz Group AG 137,043.0 $1.7M 0.10% -13K -8.4% $12.48
144 J Jacobs Solutions Inc. Industrials 13,513.0 $1.7M 0.10% +2K +20.2% $126.00 +19.9%
145 MMYT MakeMyTrip Ltd. Consumer Cyclical 24,921.0 $1.3M 0.08% -7K -21.6% $53.29 +12.9%
146 ASX ASE Technology Holding Co Ltd. Technology 20,597.0 $929K 0.06% NEW $45.12 -20.1%
147 Ping An Insurance (Group) Company of China Ltd. 63,818.0 $833K 0.05% -31K -32.7% $13.05
148 ES Eversource Energy Utilities 11,253.0 $813K 0.05% -581.0 -4.9% $72.27 -2.5%
149 Alpha Bank S.A. 690,474.0 $808K 0.05% -1.7M -70.8% $1.17
150 RDY Dr. Reddy's Laboratories Ltd. Healthcare 53,275.0 $772K 0.05% $14.49 -15.7%
151 Tencent Holdings Ltd. 13,270.0 $733K 0.04% -7K -34.6% $55.22
152 Grupo Financiero Banorte S.A.B. de C.V. 13,492.0 $711K 0.04% -8K -37.6% $52.69
153 Atlas Copco AB 28,043.0 $572K 0.03% -1K -5.0% $20.39
154 IVV iShares Trust 750.0 $562K 0.03% $748.89 +2.4%
155 VGSR Manager Directed Portfolios 46,995.0 $535K 0.03% NEW $11.38 +1.5%
156 Terumo Corp. 37,211.0 $509K 0.03% +19K +105.3% $13.67
157 DON Wisdomtree Trust 8,500.0 $480K 0.03% $56.52 +3.5%
158 TD The Toronto-Dominion Bank Financial Services 3,800.0 $461K 0.03% -213.0 -5.3% $121.43 -4.5%
159 SPY Spdr S&P 500 Etf Trust Financial Services 572.0 $427K 0.03% -1K -70.1% $747.04 +2.2%
160 EFA iShares Trust 4,095.0 $425K 0.03% -24K -85.2% $103.88 +3.9%
Page 8 of 10  ·  186 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 36.8%
Financial Services 17.3%
Healthcare 11.2%
Industrials 10.5%
Communication Services 9.1%
Consumer Cyclical 5.7%
Consumer Defensive 3.3%
Basic Materials 2.4%
Utilities 1.7%
Real Estate 1.5%