Fund HoldingsTRILLIUM ASSET MANAGEMENT, LLC

Total Portfolio Value
$3.01B
Total Bought
$399.19M
Total Sold
$248.05M
Net Transaction
+$151.14M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ASTRAZENECA PLC(AZN)0263,507+263,507044,4401.47%+44,440
BROADCOM INC(AVGO)1,685156,699+155,01458334,1071.13%+33,524
LINDE PLC(LIN)0127,063+127,063038,9391.29%+38,939
APPLIED MATLS INC71,324114,801+43,47718,79224,5140.81%+5,722
COSTCO WHOLESALE CORPORATION(COST)0143,813+143,813048,2041.60%+48,204
TETRA TECH INC NEW(TTEK)0600,385+600,385018,6080.62%+18,608
EQUINIX INC(EQIX)063,056+63,056021,5450.71%+21,545
XYLEM INC(XYL)0227,887+227,887026,0300.86%+26,030
WABTEC(WAB)0132,932+132,932033,6331.12%+33,633
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0201,121+201,121055,1951.83%+55,195
QUANTA SVCS INC070,660+70,660020,4690.68%+20,469
BOSTON SCIENTIFIC CORP(BSX)0296,120+296,120019,5830.65%+19,583
ROCKWELL AUTOMATION INC(ROK)2,62113,782+11,1611,0984,8740.16%+3,776
QCR HLDGS INC(QCRH)036,159+36,15903,3940.11%+3,394
KEYCORP(KEY)0148,098+148,09803,2730.11%+3,273
NEXTPOWER INC109,570104,115-5,4559,73712,9580.43%+3,221
MSCI INC(MSCI)2,6278,736+6,1091,5434,7090.16%+3,166
MYR GROUP INC(MYRG)049,162+49,162014,6570.49%+14,657
EATON CORP PLC(ETN)0149,145+149,145036,2411.20%+36,241
DEXCOM INC(DXCM)036,704+36,70402,3050.08%+2,305
IRHYTHM HOLDINGS INC(IRTC)016,719+16,71902,1380.07%+2,138
DECKERS OUTDOOR CORP(DECK)0170,228+170,228017,5960.58%+17,596
DEERE & CO(DE)19,04322,345+3,3028,91910,8700.36%+1,950
NVENT ELEC PLC(NVT)0142,086+142,086017,3080.57%+17,308
NEXTERA ENERGY INC(NEE)0163,454+163,454013,9340.46%+13,934
NEW YORK TIMES CO MTN BE(NYT)126,575114,874-11,7019,12710,5890.35%+1,461
TRANE TECHNOLOGIES PLC(TT)0138,681+138,681039,1941.30%+39,194
CMS ENERGY CORP(CMS)0154,645+154,645012,3680.41%+12,368
TARGET CORP(TGT)067,638+67,63808,1800.27%+8,180
ASML HLDG NV
N Y REGISTRY SHS
090,615+90,615048,1181.60%+48,118
TJX COS INC NEW(TJX)0463,021+463,021064,7832.15%+64,783
UNION PAC CORP(UNP)0160,080+160,080031,6791.05%+31,679
GILEAD SCIENCES INC(GILD)081,412+81,412011,3460.38%+11,346
MSA SAFETY INC(MSA)037,072+37,07206,6530.22%+6,653
BADGER METER INC022,872+22,87203,7800.13%+3,780
ALLEGION PLC(ALLE)032,478+32,47805,1580.17%+5,158
CREDICORP LTD(BAP)022,791+22,79107,7300.26%+7,730
INGEVITY CORP(NGVT)084,946+84,94606,6610.22%+6,661
SPROUTS FMRS MKT INC(SFM)031,698+31,69802,4450.08%+2,445
ULTA BEAUTY INC(ULTA)010,843+10,84306,0800.20%+6,080
MERCK & CO INC(MRK)96,19391,372-4,82110,24711,0140.37%+767
TRIMBLE INC(TRMB)0110,459+110,45907,9470.26%+7,947
ENCOMPASS HEALTH CORP(EHC)0244,463+244,463024,1530.80%+24,153
ALLEGRO MICROSYSTEMS INC(ALGM)0127,557+127,55704,4360.15%+4,436
BURLINGTON STORES INC(BURL)024,099+24,09908,5750.28%+8,575
STARBUCKS CORP(SBUX)0172,167+172,167015,4240.51%+15,424
FERGUSON ENTERPRISES INC(FERG)0145,398+145,398027,2520.90%+27,252
ROGERS CORP(ROG)026,177+26,17703,0800.10%+3,080
TRANSMEDICS GROUP INC(TMDX)037,411+37,41104,0760.14%+4,076
MARRIOTT INTL INC NEW(MAR)078,836+78,836016,0070.53%+16,007
QUEST DIAGNOSTICS INC(DGX)023,631+23,63104,9950.17%+4,995
NETFLIX INC.(NFLX)0410,593+410,593038,6911.28%+38,691
CATERPILLAR INC(CAT)2,4342,43401,3941,7240.06%+330
AMERICAN WTR WKS CO INC NEW0237,684+237,684030,9841.03%+30,984
PROLOGIS INC.(PLD)0237,599+237,599029,6990.99%+29,699
JOHNSON & JOHNSON(JNJ)12,28811,584-7042,5432,8320.09%+289
HEXCEL CORP NEW(HXL)74,29266,988-7,3045,7015,9730.20%+272
ANALOG DEVICES INC(ADI)05,618+5,61801,7870.06%+1,787
CORNING INC(GLW)5,0105,01004396810.02%+242
BRISTOL-MYERS SQUIBB CO(BMY)03,612+3,61202190.01%+219
CHEVRON CORPORATION(CVX)3,9483,94806028170.03%+215
AT&T INC(T)07,261+7,26102100.01%+210
MONDELEZ INTL INC(MDLZ)03,603+3,60302080.01%+208
EXXON MOBIL CORP4,1694,139-305027020.02%+200
CONOCOPHILLIPS(COP)4,1244,12403865440.02%+158
GE VERNOVA INC(GEV)71371304666220.02%+156
VERIZON COMMUNICATIONS INC(VZ)016,403+16,40308230.03%+823
CUBESMART(CUBE)065,979+65,97902,6750.09%+2,675
PENUMBRA INC(PEN)17,50916,178-1,3315,6515,7640.19%+112
PHILLIPS 66(PSX)1,9301,93002493520.01%+103
AIR PRODUCTS AND CHEMICALS I02,973+2,97308640.03%+864
FEDERAL RLTY INVT TR NEW(FRT)028,922+28,92203,3720.11%+3,372
HALEON PLC(HLN)240,129249,796+9,6672,4432,5000.08%+57
APTARGROUP INC029,753+29,75304,1060.14%+4,106
PFIZER INC(PFE)15,79915,79903934440.01%+51
KLA CORP(KLAC)165168+32002470.01%+47
WALMART INC(WMT)2,1632,282+1192412840.01%+43
TEXAS INSTRS INC(TXN)1,5591,563+42703030.01%+33
AMGEN INC(AMGN)684729+452242560.01%+32
INTEL CORP(INTC)5,9555,710-2452202520.01%+32
WASTE MGMT INC DEL(WM)06,858+6,85801,6320.05%+1,632
HUBBELL INC(HUBB)60060002662940.01%+28
BANK NEW YORK MELLON CORP0102,021+102,021012,1030.40%+12,103
LINCOLN ELEC HLDGS INC(LECO)032,243+32,24308,8130.29%+8,813
PPG INDS INC(PPG)4,5804,58004694900.02%+21
PEPSICO INC(PEP)2,2622,222-403253450.01%+20
WW GRAINGER INC(GWW)264261-32662850.01%+19
COLGATE PALMOLIVE CO(CL)3,3953,338-572682840.01%+16
DARDEN RESTAURANTS INC(DRI)1,6001,575-252943090.01%+15
EASTGROUP PPTYS INC(EGP)025,364+25,36405,1390.17%+5,139
STATE STR SPDR S&P MIDCAP 40(MDY)92092005555670.02%+12
ABBVIE INC(ABBV)2,6672,853+1866096200.02%+11
STATE STR CORP(STT)1,6331,755+1222112220.01%+11
AUTOMATIC DATA PROCESSING IN7971,049+2522052130.01%+8
MCDONALDS CORP(MCD)1,3261,327+14054120.01%+7
ISHARES TR2,1062,10605185220.02%+4
ALLSTATE CORP(ALL)1,4201,42002962940.01%-2
MANAGER DIRECTED PORTFOLIOS
VERT GLB SUST RE
23,56623,56602452430.01%-2
CAVA GROUP INC(CAVA)037,564+37,56403,3350.11%+3,335
SCHWAB STRATEGIC TR66,14063,978-2,1621,3821,3750.05%-7
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