Boston Common Asset Management, LLC

Other Low signal CIK 1409427
League rank
#726
in Other · #2468 overall
Long book
$1.55B
Q1 2026
Positions
186
Top-10 weight
31%
concentration
Last quarter
+13.3%
SPY +14.8%
Turnover
12%
of book per quarter

Strategy in plain words

auto-generated from filings

Boston Common Asset Management, LLC is an institutional manager, running a $1.55B US long book across 186 positions.

The portfolio is moderately concentrated (top 10 ≈ 31% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: TAIWAN SEMICONDUCTOR-SP ADR, NVIDIA CORP, APPLE INC, MICROSOFT CORP, ALPHABET INC-CL A.

Over the last 9 quarters its long book ran on average 0pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+3.5%
Q2 2024
+6.5%
Q3 2024
-3.1%
Q4 2024
-0.1%
Q1 2025
+10.5%
Q2 2025
+7.9%
Q3 2025
+4.6%
Q4 2025
-2.9%
Q1 2026
+13.3%

Sector allocation

Technology
39%
Financials
12%
Healthcare
11%
Industrials
10%
Services media
7%
Other
6%
Communications
5%
Consumer discretionary
5%

Long book by quarter

$4.18B
Q1 2024
$3.90B
Q2 2024
$3.84B
Q3 2024
$3.43B
Q4 2024
$3.29B
Q1 2025
$3.57B
Q2 2025
$3.58B
Q3 2025
$1.66B
Q4 2025
$1.55B
Q1 2026

What does Boston Common own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology401.7K$70.1M4.5%-2.0%
AAPL APPLE INCTechnology239.5K$60.8M3.9%-4.6%
MSFT MICROSOFT CORPTechnology143.6K$53.1M3.4%-1.1%
GOOGL ALPHABET INC-CL ATechnology140.8K$40.5M2.6%-5.3%
AVGO BROADCOM INCTechnology123.5K$38.2M2.5%+1.3%
GOOG ALPHABET INC-CL CTechnology128.3K$36.8M2.4%-5.3%
NFLX NETFLIX INCServices media352.1K$33.9M2.2%+1.6%
V VISA INC-CLASS A SHARESServices media95.3K$28.8M1.9%-3.3%
MS MORGAN STANLEYFinancials159.9K$26.3M1.7%-8.4%
SPOT SPOTIFY TECHNOLOGY SACommunications52.6K$25.5M1.6%+64.0%
VRT VERTIV HOLDINGS CO-ATechnology99.7K$25.0M1.6%-21.2%
MRK MERCK & CO. INC.Healthcare198.7K$23.9M1.5%-2.2%
LLY ELI LILLY & COHealthcare24.4K$22.4M1.4%-10.6%
CL COLGATE-PALMOLIVE COOther250.2K$21.3M1.4%+7.1%
HUBB HUBBELL INCTechnology40.8K$20.0M1.3%-2.0%
WAB WABTEC CORPIndustrials74.0K$18.5M1.2%-2.0%
TJX TJX COMPANIES INCConsumer discretionary112.7K$18.0M1.2%-3.9%
CRH CRH PLCIndustrials170.5K$17.9M1.2%-20.9%
DGX QUEST DIAGNOSTICS INCHealthcare90.3K$17.7M1.1%+16.9%
TMUS T-MOBILE US INCCommunications83.5K$17.5M1.1%+1.1%
XYL XYLEM INCIndustrials145.6K$17.4M1.1%+7.5%
AWK AMERICAN WATER WORKS CO INCUtilities127.7K$17.4M1.1%+4.2%
CB CHUBB LTDFinancials51.0K$16.6M1.1%-0.5%
VZ VERIZON COMMUNICATIONS INCCommunications316.7K$15.9M1.0%+6.9%
AMAT APPLIED MATERIALS INCTechnology46.4K$15.8M1.0%+138.8%
ECL ECOLAB INCOther52.3K$13.9M0.9%-2.1%
CRM SALESFORCE INCTechnology74.0K$13.8M0.9%-0.1%
DHR DANAHER CORPTechnology71.0K$13.5M0.9%-1.8%
CBRE CBRE GROUP INC - AReal estate98.3K$13.3M0.9%+3.0%
ADI ANALOG DEVICES INCTechnology41.5K$13.2M0.9%-7.1%
BNY BANK OF NEW YORK MELLON CORPFinancials109.5K$13.0M0.8%+6.6%
COST COSTCO WHOLESALE CORPConsumer discretionary12.7K$12.7M0.8%-4.0%
EW EDWARDS LIFESCIENCES CORPHealthcare156.3K$12.5M0.8%+4.5%
HASI HA SUSTAINABLE INFRASTRUCTURFinancials319.8K$11.8M0.8%+58.4%
BAC BANK OF AMERICA CORPFinancials240.1K$11.7M0.8%-4.5%
CME CME GROUP INCFinancials39.5K$11.7M0.8%-3.1%
PG PROCTER & GAMBLE CO/THEOther80.8K$11.7M0.8%+21.3%
WM WASTE MANAGEMENT INCUtilities49.5K$11.4M0.7%-2.7%
GILD GILEAD SCIENCES INCHealthcare77.2K$10.8M0.7%-8.6%
AMGN AMGEN INCHealthcare29.6K$10.4M0.7%-10.4%
EMR EMERSON ELECTRIC COIndustrials76.7K$10.1M0.6%-3.6%
RL RALPH LAUREN CORPOther29.2K$10.0M0.6%-4.5%
BKNG BOOKING HOLDINGS INCIndustrials2.4K$10.0M0.6%-16.7%
CMI CUMMINS INCIndustrials18.5K$10.0M0.6%-15.9%
FITB FIFTH THIRD BANCORPFinancials213.4K$9.9M0.6%-3.5%
STLD STEEL DYNAMICS INCIndustrials52.7K$9.5M0.6%-7.1%
HD HOME DEPOT INCConsumer discretionary27.1K$8.9M0.6%-4.6%
AON AON PLC-CLASS AFinancials26.7K$8.6M0.6%-3.3%
TT TRANE TECHNOLOGIES PLCTechnology19.5K$8.1M0.5%+8.3%
AZN ASTRAZENECA PLCHealthcare41.0K$8.1M0.5%-50.9%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 7, 2026186$1.55B canonicalSEC ↗
Q4 202513F-HR/ARESTATEMENTMay 7, 2026195$1.66B canonicalSEC ↗
Q4 202513F-HRJan 15, 2026196$1.97B SEC ↗
Q3 202513F-HROct 30, 2025309$3.58B canonicalSEC ↗
Q2 202513F-HRJul 22, 2025311$3.57B canonicalSEC ↗
Q1 202513F-HRApr 3, 2025307$3.29B canonicalSEC ↗
Q4 202413F-HRJan 15, 2025322$3.43B canonicalSEC ↗
Q3 202413F-HROct 9, 2024334$3.84B $K fixed canonicalSEC ↗
Q2 202413F-HRJul 8, 2024335$3.90B $K fixed canonicalSEC ↗
Q1 202413F-HRApr 11, 2024327$4.18B $K fixed canonicalSEC ↗