Boston Common Asset Management, LLC

CIK 1409427 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$1.7B
#1.699 dari 9.443 berdasarkan nilai 13F · top 18.0%
Posisi
186
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +8.6% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
32,92%
Bobot 25 kepemilikan teratas
52,12%
Posisi di atas 1%
24
Jumlah posisi efektif
54,2

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 6,07% Perkiraan pembelian $98.337.259 · penjualan $154.846.309

Kepemilikan median: 4,0 kuartal Dilacak Q4 2024–Q2 2026 · 46,7% masih dipegang

Posisi baru
13
Meningkat
44
Menurun
113
Tertutup
11
Di halaman ini

Rincian sektor

Technology
30,2%
Industrials
9,7%
Healthcare
9,1%
Communication Services
8,0%
Financial Services
7,6%
Financials
6,8%
Retail
4,3%
Consumer products
2,4%
Materials
2,0%
Telecommunication
1,7%
Consumer Discretionary
1,6%
Utilities
1,4%
Real Estate
1,3%
Packaging
0,2%
Logistics & Transportation
0,2%
Lainnya/Tidak terpetakan
13,6%

Portofolio lengkap 186 posisi

Tipe Rentetan Tren 8 kuartal
TSM Taiwan Semiconductor Manufacturing Company Ltd. $126.675.920 7,51% 265.251 $29.468.658 Turun ×4
NVDA NVIDIA Corporation - Common Stock $73.001.636 4,33% 364.844 $2.945.679 Turun ×3
AAPL Apple Inc. - Common Stock $65.109.762 3,86% 225.013 $4.323.504 Turun ×3
MSFT Microsoft Corporation - Common Stock $58.877.104 3,49% 157.839 $5.730.687 Naik ×1
GOOGL Alphabet Inc. - Class A Common Stock $50.924.868 3,02% 142.499 $10.446.485 Naik ×1
AVGO Broadcom Inc. - Common Stock $42.714.081 2,53% 113.075 $4.475.978 Turun ×1
GOOG Alphabet Inc. - Class C Capital Stock $38.914.056 2,31% 110.135 $2.107.336 Turun ×6
AMAT Applied Materials, Inc. - Common Stock $35.574.492 2,11% 49.204 $19.728.424 Naik ×3
MS Morgan Stanley Common Stock $33.036.473 1,96% 158.039 $6.713.666 Turun ×3
V Visa Inc. $30.473.940 1,81% 88.822 $1.673.793 Turun ×2
MU Micron Technology, Inc. - Common Stock $27.215.850 1,61% 23.578 $20.842.836 Naik ×1
LLY Eli Lilly and Company Common Stock $27.055.543 1,60% 22.557 $4.656.384 Turun ×4
MRK Merck & Company, Inc. Common Stock (new) $25.472.298 1,51% 198.228 $1.573.081 Turun ×6
VRT Vertiv Holdings, LLC Class A Common Stock $24.744.202 1,47% 73.903 $-246.141 Turun ×3
SPOT Spotify Technology S.A. Ordinary Shares $22.925.279 1,36% 49.932 $-2.579.047 Turun ×1
HUBB Hubbell Inc Common Stock $22.667.640 1,34% 43.325 $2.663.605 Naik ×1
NFLX Netflix, Inc. - Common Stock $22.596.029 1,34% 316.471 $-11.256.559 Turun ×1
NUSC $21.871.125 1,30% 419.630 $2.730.440 Turun ×2
CL Colgate-Palmolive Company Common Stock $21.178.447 1,26% 231.004 $-142.008 Turun ×1
DGX Quest Diagnostics Incorporated Common Stock $20.282.767 1,20% 95.696 $2.580.678 Naik ×2
WAB Westinghouse Air Brake Technologies Corporation Common Stock $19.565.681 1,16% 72.573 $1.060.345 Turun ×5
CB Chubb Limited Common Stock $17.474.851 1,04% 51.285 $843.621 Naik ×1
CRH CRH PLC Ordinary Shares $17.396.809 1,03% 162.587 $-525.205 Turun ×5
XYL Xylem Inc. Common Stock New $16.899.065 1,00% 142.958 $-504.796 Turun ×1
AWK American Water Works Company, Inc. Common Stock $16.651.054 0,99% 126.547 $-722.195 Turun ×1
TJX TJX Companies, Inc. (The) Common Stock $16.447.446 0,97% 108.564 $-1.558.090 Turun ×5
BK The Bank of New York Mellon Corporation Common Stock $15.788.086 0,94% 109.177 $2.801.423 Turun ×1
RHHBY $15.412.959 0,91% 300.155 $-611.258 Turun ×3
ADI Analog Devices, Inc. - Common Stock $15.163.951 0,90% 38.180 $1.953.187 Turun ×2
EW Edwards Lifesciences Corporation Common Stock $14.547.234 0,86% 160.814 $2.030.970 Naik ×3
PANW Palo Alto Networks, Inc. - Common Stock $14.515.857 0,86% 42.566 $6.949.715 Turun ×1
NVS Novartis AG Common Stock $14.377.493 0,85% 91.740 $-2.137.226 Turun ×6
ECL Ecolab Inc. Common Stock $13.429.838 0,80% 48.203 $-483.274 Turun ×5
FITB Fifth Third Bancorp - Common Stock $13.308.281 0,79% 236.088 $3.391.905 Naik ×1
HDB HDFC Bank Limited Common Stock $13.284.834 0,79% 514.318 $-3.262.356 Turun ×3
HASI HA Sustainable Infrastructure Capital, Inc. Common Stock $13.187.693 0,78% 337.713 $1.436.145 Naik ×2
VZ Verizon Communications Inc. Common Stock $12.984.196 0,77% 306.665 $-2.913.592 Turun ×1
CMI Cummins Inc. Common Stock $12.673.028 0,75% 17.769 $2.720.734 Turun ×6
TMUS T-Mobile US, Inc. - Common Stock $12.606.587 0,75% 75.160 $-4.938.689 Turun ×1
WM Waste Management, Inc. Common Stock $12.457.878 0,74% 55.895 $1.082.354 Naik ×1
CBRE CBRE Group Inc Common Stock Class A $12.211.938 0,72% 90.667 $-1.100.664 Turun ×1
BAC Bank of America Corporation Common Stock $11.997.538 0,71% 210.557 $293.053 Turun ×4
EBAY eBay Inc. - Common Stock $11.460.186 0,68% 102.552 $3.960.047 Naik ×1
EMR Emerson Electric Company Common Stock $11.208.931 0,66% 78.302 $1.157.208 Naik ×1
SCHW Charles Schwab Corporation (The) Common Stock $10.789.777 0,64% 116.937 $3.995.681 Naik ×1
COST Costco Wholesale Corporation - Common Stock $10.721.422 0,64% 11.461 $-1.960.143 Turun ×6
GILD Gilead Sciences, Inc. - Common Stock $10.671.055 0,63% 84.463 $-94.302 Naik ×1
RL Ralph Lauren Corporation Common Stock $10.547.851 0,63% 26.277 $507.815 Turun ×6
MUFG Mitsubishi UFJ Financial Group, Inc. Common Stock $9.695.997 0,57% 487.481 $76.637 Turun ×2
VRTX Vertex Pharmaceuticals Incorporated - Common Stock $9.682.758 0,57% 19.493 $2.000.037 Naik ×2
ITUB Itau Unibanco Banco Holding SA American Depositary Shares (Each repstg 500 Preferred shares) $9.579.251 0,57% 1.172.491 $761.890 Naik ×1
SFM Sprouts Farmers Market, Inc. - Common Stock $9.438.874 0,56% 111.597 $3.219.574 Naik ×2
DHR Danaher Corporation Common Stock $9.410.283 0,56% 49.403 $-4.047.525 Turun ×5
STLD Steel Dynamics, Inc. - Common Stock $9.333.515 0,55% 40.676 $-149.245 Turun ×5
AMD Advanced Micro Devices, Inc. - Common Stock $9.270.162 0,55% 15.958 Naik ×1
TT Trane Technologies plc $9.216.617 0,55% 18.765 $1.103.939 Turun ×1
UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) $9.181.904 0,54% 152.726 $-138.646 Turun ×2
MET MetLife, Inc. Common Stock $9.161.994 0,54% 108.285 $1.417.022 Turun ×3
ASML ASML Holding N.V. - New York Registry Shares $8.554.592 0,51% 4.300 $4.199.815 Naik ×1
CME CME Group Inc. - Class A Common Stock $8.474.793 0,50% 38.377 $-3.196.553 Turun ×3
SIEGY $8.105.198 0,48% 50.371 $1.416.302 Turun ×2
AON Aon plc Class A Ordinary Shares (Ireland) $7.918.767 0,47% 23.874 $-697.845 Turun ×3
PRYMY $7.764.855 0,46% 92.571 $1.329.802 Turun ×6
BKNG Booking Holdings Inc. - Common Stock $7.695.156 0,46% 43.173 $-2.274.882 Naik ×1
MIELY $7.679.653 0,46% 104.985 $581.967 Turun ×3
FSLR First Solar, Inc. - Common Stock $7.620.328 0,45% 32.295 $1.016.655 Turun ×6
SAP SAP SE ADS $7.342.879 0,44% 47.647 $-1.395.851 Turun ×1
SCBFY $7.128.709 0,42% 130.826 $3.086.423 Naik ×2
AZN AstraZeneca PLC - American Depositary Shares $7.104.493 0,42% 37.467 $-973.638 Turun ×3
SBGSY $7.083.958 0,42% 108.683 $647.393 Turun ×5
CRM Salesforce, Inc. Common Stock $7.042.494 0,42% 44.954 $-6.766.606 Turun ×4
HD Home Depot, Inc. (The) Common Stock $6.934.394 0,41% 19.662 $-1.978.854 Turun ×6
HOCPY $6.778.782 0,40% 42.052 $-1.807.662 Turun ×2
ATEYY $6.749.258 0,40% 32.439 $2.430.500 Naik ×1
LIN Linde plc - Ordinary Shares $6.514.773 0,39% 12.554 $2.997.852 Naik ×1
AZO AutoZone, Inc. Common Stock $6.513.326 0,39% 2.038 $912.967 Naik ×1
ING ING Group, N.V. Common Stock $6.405.976 0,38% 204.142 $45.113 Turun ×5
IX ORIX Corporation American Depositary Shares $6.312.700 0,37% 165.949 $1.059.292 Turun ×5
SSEZY $6.232.978 0,37% 191.666 $-1.200.303 Turun ×4
SONY Sony Group Corporation American Depositary Shares $6.111.740 0,36% 304.673 $-546.001 Turun ×1
STT State Street Corporation Common Stock $6.037.930 0,36% 35.601 $2.145.324 Naik ×1
MELI MercadoLibre, Inc. - Common Stock $6.022.340 0,36% 3.548 $-252.274 Turun ×3
SGAPY $5.694.200 0,34% 166.157 $-2.025.345 Turun ×3
BBVA Banco Bilbao Vizcaya Argentaria S.A. Common Stock $5.693.156 0,34% 227.181 $2.252.963 Naik ×1
MRAAY $5.659.508 0,34% 156.340 $3.522.163 Turun ×3
SBS Companhia de saneamento Basico Do Estado De Sao Paulo - Sabesp American Depositary Shares (Each repstg 250 Common Shares) $5.600.219 0,33% 968.896 Naik ×1
OVCHY $5.436.661 0,32% 141.506 $213.979 Turun ×3
CIB Grupo Cibest S.A. American Depositary Shares each representing four Preferred Shares $5.329.912 0,32% 67.102 $444.215
ASMIY $5.080.259 0,30% 4.422 $675.338 Turun ×3
DTEGY $5.047.918 0,30% 185.041 $-978.991 Naik ×1
IDEXY $4.966.840 0,29% 314.955 $337.491 Turun ×4
AMGN Amgen Inc. - Common Stock $4.960.320 0,29% 13.698 $-5.468.514 Turun ×5
ISNPY $4.919.646 0,29% 119.322 $310.001 Turun ×3
AIQUY $4.891.091 0,29% 123.888 $733.586 Naik ×1
ATLCY $4.860.100 0,29% 274.272 $558.865 Turun ×1
VEOEY $4.775.756 0,28% 229.328 $-17.838 Turun ×3
CYATY $4.711.547 0,28% 209.775 $-615.512 Turun ×1
TTDKY $4.650.522 0,28% 207.984 $2.033.098 Naik ×1
DE Deere & Company Common Stock $4.581.766 0,27% 7.223 $1.158.029 Naik ×1
NSRGY $4.429.533 0,26% 43.135 $-124.905 Turun ×3

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
AMAT $35.574.492 2,11% naik ×3
EW $14.547.234 0,86% naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
AMD $9.270.162 15.958 0,55%
SBS $5.600.219 968.896 0,33%
IFNNY $4.196.817 44.666 0,25%
CCK $3.334.137 29.817 0,20%
APTV $3.140.692 51.168 0,19%
OTSKY $2.774.153 82.860 0,16%
ASCCY $2.499.917 92.521 0,15%
QCOM $2.456.413 13.293 0,15%
KIM $2.091.400 82.501 0,12%
HPE $2.065.000 45.777 0,12%
ASX $929.337 20.597 0,06%
MDY $211.002 300 0,01%
ITW $203.393 752 0,01%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
TSM Dipangkas -22K +$29.5M
MU Beli lebih banyak +5K +$20.8M
AMAT Beli lebih banyak +3K +$19.7M
NFLX Dipangkas -36K -$11.3M
GOOGL Beli lebih banyak +2K +$10.4M
TCOM Dipangkas -136K -$7.8M
PG Dipangkas -51K -$7.4M
PANW Dipangkas -5K +$6.9M
CRM Dipangkas -29K -$6.8M
MS Dipangkas -2K +$6.7M

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
AMP 30 Sep. 2025 38.052 $20.309.494 13,4%
REGN 30 Juni 2025 27.343 $17.341.751 59,0%
HOLX 30 Juni 2025 272.320 $16.821.206 Tidak lagi dilacak
ULXXXX 31 Des. 2025 209.495 $12.418.864 Tidak lagi dilacak
MBGAF 31 Des. 2025 193.863 $12.179.879 Tidak lagi dilacak
AKAM 31 Maret 2025 111.498 $10.664.784 38,8%
ADBE 30 Sep. 2025 26.658 $10.313.447 -22,4%
BLD 31 Maret 2026 22.213 $9.267.041 Tidak lagi dilacak
BKRKY 30 Juni 2025 727.782 $8.899.537 Tidak lagi dilacak
AZEK 31 Maret 2025 172.769 $8.201.344 Tidak lagi dilacak
CIBXXXX 30 Juni 2025 195.615 $7.863.723 Tidak lagi dilacak
CMCSA 30 Sep. 2025 211.510 $7.548.792 -15,2%
ZBH 30 Juni 2025 60.353 $6.830.753 10,8%
UNM 30 Sep. 2025 81.459 $6.578.629 12,2%
ELV 30 Sep. 2025 15.738 $6.121.452 22,2%
NTAP 30 Juni 2025 69.312 $6.088.366 81,4%
SW 31 Des. 2025 139.591 $5.942.389 26,6%
JEF 30 Juni 2025 107.399 $5.753.364 -3,6%
BALL 30 Sep. 2025 102.202 $5.732.510 24,4%
ULTA 31 Maret 2025 13.047 $5.674.532 43,0%
PYPL 30 Sep. 2025 76.349 $5.674.258 -8,0%
ASML 30 Juni 2025 8.377 $5.550.852 118,8%
AXAHY 30 Juni 2026 111.298 $5.118.261 Tidak lagi dilacak
VMI 31 Maret 2025 16.426 $5.037.361 69,0%
KRYAY 30 Sep. 2025 45.326 $4.988.040 Tidak lagi dilacak
KBH 30 Sep. 2025 90.959 $4.818.098 -13,4%
WY 31 Maret 2026 200.353 $4.746.363 1,2%
GEHC 30 Juni 2025 57.525 $4.642.843 1,0%
DHI 30 Juni 2025 35.671 $4.534.854 15,6%
VOYA 31 Maret 2025 65.667 $4.519.860 43,4%
OC 31 Maret 2025 25.532 $4.348.610 3,2%
ORCL 31 Maret 2025 24.716 $4.118.674 2,0%
ASHTY 31 Des. 2025 15.204 $4.065.043 Tidak lagi dilacak
JEF 31 Des. 2025 61.317 $4.011.358 -14,9%
BYDDY 31 Des. 2025 281.235 $3.983.356 Tidak lagi dilacak
AJINY 31 Des. 2025 137.021 $3.939.409 Tidak lagi dilacak
TEL 31 Maret 2025 26.584 $3.800.714 42,1%
ASHGY 31 Maret 2026 50.572 $3.577.463 Tidak lagi dilacak
MDLZ 31 Maret 2025 59.577 $3.558.534 -4,9%
NVO 31 Maret 2026 61.958 $3.152.423 26,6%
TFC 31 Maret 2026 63.343 $3.117.109 10,2%
RELX 31 Maret 2026 75.966 $3.070.546 6,7%
CSLLY 31 Maret 2025 34.649 $3.020.353 Tidak lagi dilacak
ENPH 30 Juni 2025 45.168 $2.802.674 -3,3%
TEL 30 Juni 2026 12.584 $2.630.308 -0,4%
CFRUY 30 Sep. 2025 132.432 $2.486.424 Tidak lagi dilacak
SGPYY 31 Maret 2026 42.241 $2.461.269 Tidak lagi dilacak
KLAC 30 Juni 2026 1.654 $2.435.366 -38,3%
EEM 31 Maret 2026 43.511 $2.380.488 Tidak lagi dilacak
CCI 31 Maret 2026 24.832 $2.206.820 -6,6%
URI 30 Juni 2026 2.994 $2.181.309 -1,2%
TWODY 30 Juni 2026 171.477 $2.026.858 Tidak lagi dilacak
VLVLY 30 Sep. 2025 70.645 $1.967.301 Tidak lagi dilacak
ADYEY 30 Juni 2026 186.528 $1.859.684 Tidak lagi dilacak
LNSTY 31 Des. 2025 59.651 $1.709.705 Tidak lagi dilacak
BDRFY 30 Juni 2026 86.435 $1.534.221 Tidak lagi dilacak
JHXXXXX 30 Juni 2025 64.297 $1.514.837 Tidak lagi dilacak
AMADY 30 Juni 2026 24.222 $1.375.567 Tidak lagi dilacak
NPSNY 31 Des. 2025 17.413 $1.262.573 Tidak lagi dilacak
DASTY 31 Des. 2025 34.339 $1.150.336 Tidak lagi dilacak
FERGXXXX 30 Sep. 2025 4.865 $1.061.347 Tidak lagi dilacak
ACN 30 Juni 2026 3.604 $714.637 48,7%
MICC 31 Maret 2026 38.924 $616.948 32,2%
SHG 31 Maret 2025 17.889 $588.190 124,6%
ICE 31 Des. 2025 3.485 $587.153 -2,7%
NULV 31 Maret 2026 13.033 $587.137 Tidak lagi dilacak
CARR 31 Des. 2025 9.472 $565.478 14,7%
INTU 30 Juni 2026 1.288 $556.905 38,7%
RXEEY 30 Juni 2025 18.635 $498.812 Tidak lagi dilacak
BRKB 31 Maret 2026 900 $452.385 Tidak lagi dilacak
ARE 30 Juni 2025 4.670 $432.022 -30,3%
MKC 31 Des. 2025 6.070 $406.144 -17,0%
IWR 31 Maret 2026 3.602 $346.765 Tidak lagi dilacak
IWF 31 Maret 2026 718 $339.829 Tidak lagi dilacak
BTDPY 31 Des. 2025 31.579 $331.519 Tidak lagi dilacak
WEGZY 31 Des. 2025 47.886 $328.110 Tidak lagi dilacak
IFNNY 30 Juni 2025 9.380 $307.972 Tidak lagi dilacak
NVZMY 31 Des. 2025 4.625 $283.275 Tidak lagi dilacak
QQQ 31 Maret 2026 459 $281.968
SONVY 31 Des. 2025 4.982 $271.250 Tidak lagi dilacak
CIEN 31 Maret 2025 3.015 $255.702 549,1%
APTV 30 Juni 2025 4.110 $244.545 -29,6%
ORCL 31 Des. 2025 860 $241.866 -26,9%
HENKY 31 Des. 2025 12.611 $233.939 Tidak lagi dilacak
BDX 30 Juni 2025 1.000 $229.060 38,4%
MPNGY 30 Juni 2025 5.685 $227.684 Tidak lagi dilacak
MDY 30 Sep. 2025 400 $226.592 Tidak lagi dilacak
GSK 30 Juni 2026 3.804 $209.943 0,0%
PEP 30 Juni 2025 1.400 $209.916 7,7%
A 31 Maret 2025 1.555 $208.899 33,2%
GIS 30 Juni 2025 3.377 $201.911 -23,1%