Fund Holdings — TRILLIUM ASSET MANAGEMENT, LLC

Total Portfolio Value
$3.01B
Total Bought
$399.19M
Total Sold
$248.05M
Net Transaction
+$151.14M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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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)59,976127,063+67,08726,12138,9391.29%+12,818
APPLIED MATLS INC71,324114,801+43,47718,79224,5140.81%+5,722
COSTCO WHOLESALE CORPORATION(COST)48,412143,813+95,40142,59448,2041.60%+5,609
TETRA TECH INC NEW(TTEK)391,329600,385+209,05613,31618,6080.62%+5,292
EQUINIX INC(EQIX)21,49763,056+41,55916,79221,5450.71%+4,753
XYLEM INC(XYL)156,502227,887+71,38521,60826,0300.86%+4,423
WABTEC(WAB)135,775132,932-2,84329,28133,6331.12%+4,352
TAIWAN SEMICONDUCTOR MANUFAC(TSM)165,985201,121+35,13650,97855,1951.83%+4,217
QUANTA SVCS INC38,00570,660+32,65516,26820,4690.68%+4,201
BOSTON SCIENTIFIC CORP(BSX)160,344296,120+135,77615,56719,5830.65%+4,016
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)52,40849,162-3,24611,72714,6570.49%+2,931
EATON CORP PLC(ETN)103,598149,145+45,54733,57936,2411.20%+2,662
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)147,925170,228+22,30315,63117,5960.58%+1,966
DEERE & CO(DE)19,04322,345+3,3028,91910,8700.36%+1,950
NVENT ELEC PLC(NVT)148,306142,086-6,22015,35717,3080.57%+1,950
NEXTERA ENERGY INC(NEE)145,739163,454+17,71512,09913,9340.46%+1,836
NEW YORK TIMES CO MTN BE(NYT)126,575114,874-11,7019,12710,5890.35%+1,461
TRANE TECHNOLOGIES PLC(TT)95,583138,681+43,09837,77939,1941.30%+1,414
CMS ENERGY CORP(CMS)151,220154,645+3,42510,95612,3680.41%+1,412
TARGET CORP(TGT)69,42167,638-1,7836,7868,1800.27%+1,394
ASML HLDG NV
N Y REGISTRY SHS
43,04890,615+47,56746,79048,1181.60%+1,328
TJX COS INC NEW(TJX)405,966463,021+57,05563,46064,7832.15%+1,323
UNION PAC CORP(UNP)129,182160,080+30,89830,43031,6791.05%+1,250
GILEAD SCIENCES INC(GILD)78,65581,412+2,75710,10211,3460.38%+1,244
MSA SAFETY INC(MSA)32,62137,072+4,4515,4296,6530.22%+1,224
BADGER METER INC14,55822,872+8,3142,6463,7800.13%+1,134
ALLEGION PLC(ALLE)24,68232,478+7,7964,0835,1580.17%+1,075
CREDICORP LTD(BAP)23,33722,791-5466,6987,7300.26%+1,032
INGEVITY CORP(NGVT)92,96184,946-8,0155,7116,6610.22%+950
SPROUTS FMRS MKT INC(SFM)19,51031,698+12,1881,5602,4450.08%+885
ULTA BEAUTY INC(ULTA)8,37810,843+2,4655,2656,0800.20%+814
MERCK & CO INC(MRK)96,19391,372-4,82110,24711,0140.37%+767
TRIMBLE INC(TRMB)88,548110,459+21,9117,2047,9470.26%+743
ENCOMPASS HEALTH CORP(EHC)217,734244,463+26,72923,42424,1530.80%+729
ALLEGRO MICROSYSTEMS INC(ALGM)136,021127,557-8,4643,7334,4360.15%+703
BURLINGTON STORES INC(BURL)26,33124,099-2,2327,9048,5750.28%+671
STARBUCKS CORP(SBUX)174,281172,167-2,11414,76915,4240.51%+655
FERGUSON ENTERPRISES INC(FERG)117,392145,398+28,00626,64727,2520.90%+605
ROGERS CORP(ROG)26,26726,177-902,5063,0800.10%+574
TRANSMEDICS GROUP INC(TMDX)27,87737,411+9,5343,5264,0760.14%+550
MARRIOTT INTL INC NEW(MAR)49,34578,836+29,49115,61516,0070.53%+392
QUEST DIAGNOSTICS INC(DGX)25,79923,631-2,1684,6294,9950.17%+366
NETFLIX INC.(NFLX)403,191410,593+7,40238,35838,6911.28%+333
CATERPILLAR INC(CAT)2,4342,43401,3941,7240.06%+330
AMERICAN WTR WKS CO INC NEW232,962237,684+4,72230,67730,9841.03%+306
PROLOGIS INC.(PLD)227,614237,599+9,98529,40629,6990.99%+293
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)5,2695,618+3491,5301,7870.06%+257
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)15,47416,403+9296798230.03%+144
CUBESMART(CUBE)68,10165,979-2,1222,5592,6750.09%+116
PENUMBRA INC(PEN)17,50916,178-1,3315,6515,7640.19%+112
PHILLIPS 66(PSX)1,9301,93002493520.01%+103
AIR PRODUCTS AND CHEMICALS I3,1132,973-1407698640.03%+95
FEDERAL RLTY INVT TR NEW(FRT)31,30928,922-2,3873,2813,3720.11%+91
HALEON PLC(HLN)240,129249,796+9,6672,4432,5000.08%+57
APTARGROUP INC31,94629,753-2,1934,0524,1060.14%+55
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)6,9206,858-621,6011,6320.05%+31
HUBBELL INC(HUBB)60060002662940.01%+28
BANK NEW YORK MELLON CORP103,087102,021-1,06612,07912,1030.40%+24
LINCOLN ELEC HLDGS INC(LECO)35,28632,243-3,0438,7908,8130.29%+23
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)27,70025,364-2,3365,1265,1390.17%+14
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)55,16237,564-17,5983,3383,3350.11%-3
SCHWAB STRATEGIC TR66,14063,978-2,1621,3821,3750.05%-7
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TRILLIUM ASSET MANAGEMENT, LLC — 13F Holdings — Q1 2026 | TickerTrail