Q3 2026 13F · SEC CIK 1409427

Boston Common Asset Management, LLC

Hedge fundFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.7B
Reported positions: 181
Top holdings a year, 3 yrs: +20.7%
Assets under management: $4.2B

Boston Common Asset Management, LLC is a hedge fund that reported 181 positions worth $1.7B in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Taiwan Semiconductor Manufac (TSM, 6.7%), Microsoft Corp (MSFT, 5.0%), Nvidia Corporation (NVDA, 4.8%). A portfolio copying its top holdings returned 20.7% a year over the last 3 years, against 20.4% for the S&P 500.

Boston Common Asset Management, LLC holdings largest 50 of 181 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Boston Common Asset Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
TSMTaiwan Semiconductor Manufac	6.7%	7.5%	254,658	-4.0%	$116.2M
MSFTMicrosoft Corp	5.0%	3.5%	167,723	+6.3%	$86.0M
NVDANvidia Corporation	4.8%	4.3%	360,821	-1.1%	$82.4M
AAPLApple Inc	4.5%	3.9%	233,653	+3.8%	$77.8M
GOOGLAlphabet Inc	3.0%	3.0%	148,215	+4.0%	$51.0M
AVGOBroadcom Inc	2.5%	2.5%	121,497	+7.4%	$42.7M
GOOGAlphabet Inc	2.1%	2.3%	106,431	-3.4%	$36.3M
VVisa Inc	1.9%	1.8%	91,514	+3.0%	$32.9M
MRKMerck & Co Inc	1.8%	1.5%	214,998	+8.5%	$31.2M
MUMicron Technology Inc	1.7%	1.6%	28,208	+19.6%	$30.0M
MSMorgan Stanley	1.7%	2.0%	154,972	-1.9%	$29.1M
LLYEli Lilly & Co	1.6%	1.6%	24,195	+7.3%	$28.0M
DGXQuest Diagnostics Inc	1.4%	1.2%	102,025	+6.6%	$23.8M
WABWabtec	1.2%	1.2%	74,922	+3.2%	$21.5M
CLColgate Palmolive Co	1.2%	1.3%	247,061	+7.0%	$21.1M
HUBBHubbell Inc	1.2%	1.3%	46,350	+7.0%	$21.0M
SPOTSpotify Technology SA	1.2%	1.4%	41,963	-16.0%	$20.5M
NUSCNushares ETF Tr	1.2%	1.3%	409,886	-2.3%	$19.9M
NFLXNetflix Inc.	1.1%	1.3%	282,732	-10.7%	$19.7M
HPEHewlett Packard Enterprise C	1.1%	—	292,579	—	$18.7M
RHHBYRoche Holding AG	1.1%	0.9%	350,571	+16.8%	$18.2M
VRTVertiv Holdings Co	1.1%	1.5%	75,065	+1.6%	$18.1M
AWKAmerican Wtr Wks Co Inc New Com	1.0%	1.0%	134,519	+6.3%	$17.4M
BNYBank of Ny Mellon Corp	1.0%	0.9%	117,603	+7.7%	$17.0M
CBChubb Limited	0.9%	1.0%	50,193	-2.1%	$16.3M
VZVerizon Communications Inc	0.9%	0.8%	344,081	+12.2%	$15.8M
XYLXylem Inc	0.9%	1.0%	150,056	+5.0%	$15.2M
EWEdwards Lifesciences Corp	0.9%	0.9%	173,996	+8.2%	$15.0M
GILDGilead Sciences Inc	0.9%	0.6%	99,047	+17.3%	$14.8M
TJXTjx Cos Inc New	0.8%	1.0%	108,085	-0.4%	$14.3M
PANWPalo Alto Networks Inc	0.8%	0.9%	35,393	-16.9%	$14.1M
SCHWCharles Schwab Corp (the)	0.8%	0.6%	141,980	+21.4%	$13.9M
ADIAnalog Devices Inc	0.8%	0.9%	34,458	-9.7%	$13.7M
FITBFifth Third Bancorp	0.8%	0.8%	266,083	+12.7%	$13.5M
AMATApplied Matls Inc	0.8%	2.1%	26,238	-46.7%	$13.4M
TMUST-Mobile US Inc	0.8%	0.7%	81,585	+8.5%	$13.3M
METMetlife Inc	0.8%	—	140,761	—	$13.3M
ECLEcolab Inc	0.8%	0.8%	48,177	-0.1%	$13.2M
EMREmerson Elec Co	0.8%	0.7%	85,188	+8.8%	$13.2M
HASIHa Sustainable Infra Cap Inc	0.7%	0.8%	358,948	+6.3%	$12.9M
HDBHdfc Bank Ltd	0.7%	0.8%	561,298	+9.1%	$12.5M
WMWaste Mgmt Inc Del	0.7%	0.7%	61,131	+9.4%	$12.5M
EBAYEbay Inc.	0.7%	0.7%	116,985	+14.1%	$12.4M
CBRECbre Group Inc	0.7%	0.7%	95,905	+5.8%	$12.3M
DHRDanaher Corp Del	0.7%	—	54,806	—	$12.1M
VRTXVertex Pharmaceuticals Inc	0.7%	0.6%	23,215	+19.1%	$12.1M
MITSFMitsubishi Ufj Financial Gro	0.7%	0.6%	497,504	+2.1%	$11.5M
BACBank of Amer Corp	0.7%	0.7%	207,821	-1.3%	$11.3M
CMECme Group Inc	0.7%	—	42,877	—	$11.2M
ASMLAsml Hldg NV	0.6%	—	5,898	—	$10.7M

What Boston Common Asset Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +29.8% /yr; S&P 500 +20.1%
3 years: +20.7% /yr; S&P 500 +20.4%
5 years: +9.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.7B	181
Q2 2026	$1.7B	186
Q1 2026	$1.6B	186
Q4 2025	$1.7B	195
Q3 2025	$3.6B	299
Q2 2025	$3.6B	299
Q1 2025	$3.3B	292
Q4 2024	$3.4B	300
Q3 2024	$3.8B	313
Q2 2024	$3.9B	314
Q1 2024	$4.2B	304
Q4 2023	$4.4B	305

Questions about Boston Common Asset Management, LLC's portfolio

What stocks does Boston Common Asset Management, LLC own?

Boston Common Asset Management, LLC's latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 181 positions worth $1.7B. The largest are Taiwan Semiconductor Manufac (TSM) at 6.7%, Microsoft Corp (MSFT) at 5.0%, Nvidia Corporation (NVDA) at 4.8%, Apple Inc (AAPL) at 4.5% and Alphabet Inc (GOOGL) at 3.0%.

What did Boston Common Asset Management, LLC buy last quarter?

In Q3 2026, Boston Common Asset Management, LLC added Charles Schwab Corp (the) (SCHW) (+21.4% shares), Micron Technology Inc (MU) (+19.6% shares) and Vertex Pharmaceuticals Inc (VRTX) (+19.1% shares), compared with its Q2 2026 filing.

What did Boston Common Asset Management, LLC sell last quarter?

In Q3 2026, Boston Common Asset Management, LLC cut from its top 50 Crh PLC (CRH), cut from its top 50 Novartis AG (NVS), cut from its top 50 Cummins Inc (CMI), cut from its top 50 Costco Wholesale Corporation (COST), cut from its top 50 Ralph Lauren Corp (RL), Applied Matls Inc (AMAT) (-46.7% shares), Palo Alto Networks Inc (PANW) (-16.9% shares) and Spotify Technology SA (SPOT) (-16.0% shares), compared with its Q2 2026 filing.

How has Boston Common Asset Management, LLC's portfolio performed?

A portfolio copying Boston Common Asset Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +29.8% against +20.1%. Over 5 years: +9.3% a year against +11.6%.

When is Boston Common Asset Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Boston Common Asset Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Boston Common Asset Management, LLC manage?

Boston Common Asset Management, LLC reported $4.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.7B.