StockDriftsStockDriftsTop 50 Boston Common Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing Co., Ltd. | 7.51% | 265.3K | $126.7M | -7.78%(-22.39K) | $139.49(+206.02%) | 2026-06-30 | |
| NVDA | NVIDIA Corp. | 4.33% | 364.8K | $73.0M | -9.17%(-36.85K) | $92.27(+145.01%) | 2026-06-30 | |
| AAPL | Apple Inc. | 3.86% | 225.0K | $65.1M | -6.05%(-14.50K) | $102.49(+197.97%) | 2026-06-30 | |
| MSFT | Microsoft Corp. | 3.49% | 157.8K | $58.9M | +9.94%(+14.27K) | $198.84(+144.45%) | 2026-06-30 | |
| GOOGL | Alphabet Inc. | 3.02% | 142.5K | $50.9M | +1.23%(+1.73K) | $165.70(+108.04%) | 2026-06-30 | |
| AVGO | Broadcom Inc | 2.53% | 113.1K | $42.7M | -8.47%(-10.47K) | $97.75(+302.82%) | 2026-06-30 | |
| GOOG | Alphabet Inc. | 2.31% | 110.1K | $38.9M | -14.16%(-18.17K) | $63.00(+443.85%) | 2026-06-30 | |
| AMAT | Applied Materials Inc. | 2.11% | 49.2K | $35.6M | +6.13%(+2.84K) | $259.50(+104.94%) | 2026-06-30 | |
| MS | Morgan Stanley | 1.96% | 158.0K | $33.0M | -1.19%(-1.91K) | $86.35(+153.99%) | 2026-06-30 | |
| V | Visa Inc | 1.81% | 88.8K | $30.5M | -6.79%(-6.47K) | $154.82(+133.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.07% | +68.83% | +6.78% | +38.83% |
| Top 20 Holdings Unweighted | +15.97% | +55.98% | +5.74% | +32.19% |
Boston Common Asset Management, LLC reports $1.69B in US-listed equity holdings across 186 positions in its most recent 13F filing. Its largest disclosed positions are TSM (7.5%), NVDA (4.3%) and AAPL (3.9%). The top 20 holdings account for 46.92% of reported assets. Its disclosed equity book has returned +68.83% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Boston Common Asset Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1409427). View Boston Common Asset Management, LLC’s 13F filings on SEC