Fund Holdings

TRILLIUM ASSET MANAGEMENT, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ASTRAZENECA PLC(AZN)0263,507+263,507044,440,0291.47%+44,440,029
BROADCOM INC(AVGO)1,685156,699+155,014583,00034,106,5891.13%+33,523,589
LINDE PLC(LIN)59,976127,063+67,08726,121,19938,939,1641.29%+12,817,965
APPLIED MATLS INC71,324114,801+43,47718,791,72624,513,6690.81%+5,721,943
COSTCO WHOLESALE CORPORATION(COST)48,412143,813+95,40142,594,29748,203,5001.60%+5,609,203
TETRA TECH INC NEW(TTEK)391,329600,385+209,05613,315,86418,608,0060.62%+5,292,142
EQUINIX INC(EQIX)21,49763,056+41,55916,791,75621,544,7010.71%+4,752,945
XYLEM INC(XYL)156,502227,887+71,38521,607,52526,030,4030.86%+4,422,878
WABTEC(WAB)135,775132,932-2,84329,280,70233,632,5801.12%+4,351,878
TAIWAN SEMICONDUCTOR MANUFAC(TSM)165,985201,121+35,13650,978,01955,195,1441.83%+4,217,125
QUANTA SVCS INC38,00570,660+32,65516,267,82620,469,1190.68%+4,201,293
BOSTON SCIENTIFIC CORP(BSX)160,344296,120+135,77615,567,45419,583,3570.65%+4,015,903
ROCKWELL AUTOMATION INC(ROK)2,62113,782+11,1611,098,4344,873,9530.16%+3,775,519
QCR HLDGS INC(QCRH)036,159+36,15903,394,0850.11%+3,394,085
KEYCORP(KEY)0148,098+148,09803,272,8570.11%+3,272,857
NEXTPOWER INC109,570104,115-5,4559,737,07912,957,9090.43%+3,220,830
MSCI INC(MSCI)2,6278,736+6,1091,543,0004,709,0000.16%+3,166,000
MYR GROUP INC(MYRG)52,40849,162-3,24611,726,81714,657,3800.49%+2,930,563
EATON CORP PLC(ETN)103,598149,145+45,54733,579,20236,241,0841.20%+2,661,882
DEXCOM INC(DXCM)036,704+36,70402,305,0000.08%+2,305,000
IRHYTHM HOLDINGS INC(IRTC)016,719+16,71902,138,0790.07%+2,138,079
DECKERS OUTDOOR CORP(DECK)147,925170,228+22,30315,630,77917,596,2810.58%+1,965,502
DEERE & CO(DE)19,04322,345+3,3028,919,25810,869,7330.36%+1,950,475
NVENT ELEC PLC(NVT)148,306142,086-6,22015,357,49617,307,8580.57%+1,950,362
NEXTERA ENERGY INC(NEE)145,739163,454+17,71512,098,89513,934,3950.46%+1,835,500
NEW YORK TIMES CO MTN BE(NYT)126,575114,874-11,7019,127,25810,588,5630.35%+1,461,305
TRANE TECHNOLOGIES PLC(TT)95,583138,681+43,09837,779,27339,193,7711.30%+1,414,498
CMS ENERGY CORP(CMS)151,220154,645+3,42510,956,04812,368,0560.41%+1,412,008
TARGET CORP(TGT)69,42167,638-1,7836,785,8018,179,8600.27%+1,394,059
ASML HLDG NV
N Y REGISTRY SHS
43,04890,615+47,56746,789,68148,118,0621.60%+1,328,381
TJX COS INC NEW(TJX)405,966463,021+57,05563,460,22764,783,1742.15%+1,322,947
UNION PAC CORP(UNP)129,182160,080+30,89830,429,62331,679,2251.05%+1,249,602
GILEAD SCIENCES INC(GILD)78,65581,412+2,75710,102,00011,346,0000.38%+1,244,000
MSA SAFETY INC(MSA)32,62137,072+4,4515,429,1516,653,4520.22%+1,224,301
BADGER METER INC14,55822,872+8,3142,645,8393,780,2770.13%+1,134,438
ALLEGION PLC(ALLE)24,68232,478+7,7964,083,3065,158,0780.17%+1,074,772
CREDICORP LTD(BAP)23,33722,791-5466,698,0007,730,0000.26%+1,032,000
INGEVITY CORP(NGVT)92,96184,946-8,0155,710,6766,660,7840.22%+950,108
SPROUTS FMRS MKT INC(SFM)19,51031,698+12,1881,560,0002,445,0000.08%+885,000
ULTA BEAUTY INC(ULTA)8,37810,843+2,4655,265,3596,079,7040.20%+814,345
MERCK & CO INC(MRK)96,19391,372-4,82110,246,65511,013,9040.37%+767,249
TRIMBLE INC(TRMB)88,548110,459+21,9117,204,1307,947,4370.26%+743,307
ENCOMPASS HEALTH CORP(EHC)217,734244,463+26,72923,424,03324,152,5950.80%+728,562
ALLEGRO MICROSYSTEMS INC(ALGM)136,021127,557-8,4643,733,0104,436,0350.15%+703,025
BURLINGTON STORES INC(BURL)26,33124,099-2,2327,904,3658,575,0090.28%+670,644
STARBUCKS CORP(SBUX)174,281172,167-2,11414,769,00015,424,0000.51%+655,000
FERGUSON ENTERPRISES INC(FERG)117,392145,398+28,00626,646,91427,251,7740.90%+604,860
ROGERS CORP(ROG)26,26726,177-902,505,8583,079,9480.10%+574,090
TRANSMEDICS GROUP INC(TMDX)27,87737,411+9,5343,526,1344,076,3590.14%+550,225
MARRIOTT INTL INC NEW(MAR)49,34578,836+29,49115,614,53116,006,5810.53%+392,050
QUEST DIAGNOSTICS INC(DGX)25,79923,631-2,1684,628,9714,994,7640.17%+365,793
NETFLIX INC.(NFLX)403,191410,593+7,40238,358,43938,691,0141.28%+332,575
CATERPILLAR INC(CAT)2,4342,43401,394,0001,724,0000.06%+330,000
AMERICAN WTR WKS CO INC NEW232,962237,684+4,72230,677,49330,983,8471.03%+306,354
PROLOGIS INC.(PLD)227,614237,599+9,98529,406,44129,698,9410.99%+292,500
JOHNSON & JOHNSON(JNJ)12,28811,584-7042,543,0002,832,0000.09%+289,000
HEXCEL CORP NEW(HXL)74,29266,988-7,3045,700,7135,972,7250.20%+272,012
ANALOG DEVICES INC(ADI)5,2695,618+3491,530,0001,787,0000.06%+257,000
CORNING INC(GLW)5,0105,0100439,000681,0000.02%+242,000
BRISTOL-MYERS SQUIBB CO(BMY)03,612+3,6120219,0000.01%+219,000
CHEVRON CORPORATION(CVX)3,9483,9480602,000817,0000.03%+215,000
AT&T INC(T)07,261+7,2610210,0000.01%+210,000
MONDELEZ INTL INC(MDLZ)03,603+3,6030208,0000.01%+208,000
EXXON MOBIL CORP4,1694,139-30502,000702,0000.02%+200,000
CONOCOPHILLIPS(COP)4,1244,1240386,000544,0000.02%+158,000
GE VERNOVA INC(GEV)7137130466,000622,0000.02%+156,000
VERIZON COMMUNICATIONS INC(VZ)15,47416,403+929678,652823,0000.03%+144,348
CUBESMART(CUBE)68,10165,979-2,1222,558,6342,674,7800.09%+116,146
PENUMBRA INC(PEN)17,50916,178-1,3315,651,4025,763,6690.19%+112,267
PHILLIPS 66(PSX)1,9301,9300249,000352,0000.01%+103,000
AIR PRODUCTS AND CHEMICALS I3,1132,973-140769,000864,0000.03%+95,000
FEDERAL RLTY INVT TR NEW(FRT)31,30928,922-2,3873,281,0213,372,2520.11%+91,231
HALEON PLC(HLN)240,129249,796+9,6672,443,0002,500,0000.08%+57,000
APTARGROUP INC31,94629,753-2,1934,051,6094,106,2800.14%+54,671
PFIZER INC(PFE)15,79915,7990393,000444,0000.01%+51,000
KLA CORP(KLAC)165168+3200,000247,0000.01%+47,000
WALMART INC(WMT)2,1632,282+119241,000284,0000.01%+43,000
TEXAS INSTRS INC(TXN)1,5591,563+4270,000303,0000.01%+33,000
AMGEN INC(AMGN)684729+45224,000256,0000.01%+32,000
INTEL CORP(INTC)5,9555,710-245220,000252,0000.01%+32,000
WASTE MGMT INC DEL(WM)6,9206,858-621,600,6231,631,7490.05%+31,126
HUBBELL INC(HUBB)6006000266,000294,0000.01%+28,000
BANK NEW YORK MELLON CORP103,087102,021-1,06612,079,00012,103,0000.40%+24,000
LINCOLN ELEC HLDGS INC(LECO)35,28632,243-3,0438,790,0178,813,1020.29%+23,085
PPG INDS INC(PPG)4,5804,5800469,000490,0000.02%+21,000
PEPSICO INC(PEP)2,2622,222-40325,000345,0000.01%+20,000
WW GRAINGER INC(GWW)264261-3266,000285,0000.01%+19,000
COLGATE PALMOLIVE CO(CL)3,3953,338-57268,000284,0000.01%+16,000
DARDEN RESTAURANTS INC(DRI)1,6001,575-25294,000309,0000.01%+15,000
EASTGROUP PPTYS INC(EGP)27,70025,364-2,3365,125,8175,139,4690.17%+13,652
STATE STR SPDR S&P MIDCAP 40(MDY)9209200555,000567,0000.02%+12,000
ABBVIE INC(ABBV)2,6672,853+186609,000620,0000.02%+11,000
STATE STR CORP(STT)1,6331,755+122211,000222,0000.01%+11,000
AUTOMATIC DATA PROCESSING IN7971,049+252205,000213,0000.01%+8,000
MCDONALDS CORP(MCD)1,3261,327+1405,000412,0000.01%+7,000
ISHARES TR2,1062,1060518,000522,0000.02%+4,000
ALLSTATE CORP(ALL)1,4201,4200296,000294,0000.01%-2,000
MANAGER DIRECTED PORTFOLIOS
VERT GLB SUST RE
23,56623,5660245,000243,0000.01%-2,000
CAVA GROUP INC(CAVA)55,16237,564-17,5983,337,7023,335,0250.11%-2,677
SCHWAB STRATEGIC TR66,14063,978-2,1621,382,0001,375,0000.05%-7,000
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