Long-term investor
Zevin Asset Management LLC @zevinassetmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001394096).
Record
- Tracked since 2025-06-30 (434 days), 75 trades recorded
- Returns: week n/a · month n/a · 90 days +7.2% · 6 months +4.7% · 1 year +7.3% · all +7.3%
- Max drawdown -4.4% · Sharpe 0.21 · win rate 36% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.7% · long · since 2025-06-30
- GOOG · 4.7% · long · since 2025-06-30
- NVDA · 4.1% · long · since 2025-06-30
- SHV · 3.8% · long · since 2025-12-31
- MSFT · 3.6% · long · since 2025-06-30
- V · 3.5% · long · since 2025-06-30
- MELI · 3.5% · long · since 2025-06-30
- TJX · 3.3% · long · since 2025-06-30
- AMZN · 3.2% · long · since 2025-06-30
- ASML · 3.0% · long · since 2025-06-30
- CRWD · 2.9% · long · since 2025-06-30
- ADI · 2.8% · long · since 2025-06-30