Fund HoldingsTRILLIUM ASSET MANAGEMENT, LLC

Total Portfolio Value
$4.07B
Total Bought
$291.17M
Total Sold
$460.53M
Net Transaction
-$169.35M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
FERGUSON ENTERPRISES INC(FERG)0164,239+164,239032,5230.80%+32,523
INTERCONTINENTAL EXCHANGE IN(ICE)0218,443+218,443035,0910.86%+35,091
APPLE INC(AAPL)752,970759,631+6,661158,590176,9944.35%+18,403
SERVICENOW INC(NOW)77,44488,152+10,70860,92378,8431.94%+17,920
ALLY FINL INC(ALLY)0488,027+488,027017,3690.43%+17,369
UNION PAC CORP(UNP)77,634141,218+63,58417,56534,8080.85%+17,243
XYLEM INC(XYL)0202,782+202,782027,3810.67%+27,381
AUTOZONE INC(AZO)06,754+6,754021,2750.52%+21,275
CADENCE DESIGN SYSTEM INC(CDNS)055,852+55,852015,1380.37%+15,138
JONES LANG LASALLE INC(JLL)143,276164,146+20,87029,41244,2881.09%+14,876
ENCOMPASS HEALTH CORP(EHC)58,924162,792+103,8685,05515,7320.39%+10,677
SHOPIFY INC(SHOP)170,426250,116+79,69011,25720,0440.49%+8,787
BRIGHT HORIZONS FAM SOL IN D(BFAM)0292,770+292,770041,0261.01%+41,026
MASTERCARD INCORPORATED(MA)0173,234+173,234085,5432.10%+85,543
AFLAC INC(AFL)343,184340,185-2,99930,65038,0330.93%+7,383
UNILEVER PLC(UL)848,585829,538-19,04746,66353,8871.32%+7,224
AMERICAN TOWER CORP NEW(AMT)0196,076+196,076045,5991.12%+45,599
PNC FINL SVCS GROUP INC(PNC)0249,358+249,358046,0931.13%+46,093
SPOTIFY TECHNOLOGY S A(SPOT)26,19339,346+13,1538,21914,5000.36%+6,281
ELEVANCE HEALTH INC(ELV)85,750100,519+14,76946,46452,2691.28%+5,806
SITIME CORP(SITM)032,833+32,83305,6310.14%+5,631
CISCO SYS INC(CSCO)0198,775+198,775010,5790.26%+10,579
ACCENTURE PLC IRELAND
SHS CLASS A
0112,843+112,843039,8880.98%+39,888
INTERNATIONAL FLAVORS&FRAGRA(IFF)184,570215,701+31,13117,57322,6340.56%+5,061
HOME DEPOT INC(HD)086,171+86,171034,9160.86%+34,916
THERMO FISHER SCIENTIFIC INC(TMO)087,695+87,695054,2461.33%+54,246
AMERICAN WTR WKS CO INC NEW332,097324,987-7,11042,89347,5261.17%+4,633
MCCORMICK & CO INC(MKC)0494,377+494,377040,6871.00%+40,687
HUNT J B TRANS SVCS INC(JBHT)0170,137+170,137029,3200.72%+29,320
CHIPOTLE MEXICAN GRILL INC(CMG)542,384667,053+124,66933,98038,4350.94%+4,455
ULTA BEAUTY INC(ULTA)011,278+11,27804,3890.11%+4,389
PROGRESSIVE CORP(PGR)086,473+86,473021,9440.54%+21,944
EXACT SCIENCES CORP(EXK)058,621+58,62103,9930.10%+3,993
WABTEC(WAB)0210,273+210,273038,2220.94%+38,222
EQUINIX INC(EQIX)027,993+27,993024,8470.61%+24,847
TJX COS INC NEW(TJX)625,502615,684-9,81868,86872,3681.78%+3,500
NEXTERA ENERGY INC(NEE)176,945188,874+11,92912,53015,9660.39%+3,436
CONFLUENT INC0165,533+165,53303,3740.08%+3,374
UNITEDHEALTH GROUP INC(UNH)40,26940,614+34520,50723,7460.58%+3,239
PROLOGIS INC.(PLD)0275,843+275,843034,8330.86%+34,833
TETRA TECH INC NEW(TTEK)107,694530,457+422,76322,02125,0160.61%+2,995
TRANE TECHNOLOGIES PLC(TT)0107,025+107,025041,6041.02%+41,604
ECOLAB INC(ECL)0220,272+220,272056,2421.38%+56,242
FIFTH THIRD BANCORP(FITB)399,501400,205+70414,57817,1440.42%+2,567
STARBUCKS CORP(SBUX)0250,730+250,730024,4440.60%+24,444
LIVE OAK BANCSHARES INC(LOB)0140,892+140,89206,6740.16%+6,674
SBA COMMUNICATIONS CORP NEW(SBAC)056,583+56,583013,6200.33%+13,620
FIRST SOLAR INC(FSLR)0160,065+160,065039,9260.98%+39,926
EAST WEST BANCORP INC(EWBC)0266,265+266,265022,0310.54%+22,031
OMNICELL COM(OMCL)0128,075+128,07505,5840.14%+5,584
GILEAD SCIENCES INC(GILD)0155,917+155,917013,0720.32%+13,072
NVENT ELECTRIC PLC(NVT)174,666218,589+43,92313,38115,3580.38%+1,977
COSTCO WHSL CORP NEW(COST)62,85962,453-40653,42955,3661.36%+1,937
STRYKER CORPORATION(SYK)84,47184,885+41428,74130,6650.75%+1,924
MERCADOLIBRE INC(MELI)5,7475,527-2209,44511,3410.28%+1,896
BANK NEW YORK MELLON CORP200,929193,418-7,51112,03413,8990.34%+1,865
MSCI INC(MSCI)021,433+21,433012,4940.31%+12,494
SUNRUN INC(RUN)0389,749+389,74907,0390.17%+7,039
BALL CORP0476,797+476,797032,3790.80%+32,379
NETFLIX INC(NFLX)42,05942,343+28428,38530,0330.74%+1,648
DYNATRACE INC(DT)190,266188,477-1,7898,51210,0780.25%+1,566
TARGET CORP(TGT)0299,341+299,341046,6551.15%+46,655
LINDE PLC(LIN)061,884+61,884029,5100.72%+29,510
VERIZON COMMUNICATIONS INC(VZ)0407,341+407,341018,2930.45%+18,293
MERIT MED SYS INC(MMSI)120,379118,600-1,77910,34711,7210.29%+1,374
IQVIA HLDGS INC(IQV)066,120+66,120015,6680.38%+15,668
ALCON AG(ALC)0158,774+158,774015,8890.39%+15,889
ORMAT TECHNOLOGIES INC(ORA)314,861308,485-6,37622,57523,7350.58%+1,159
HANOVER INS GROUP INC(THG)053,911+53,91107,9850.20%+7,985
SYSCO CORP(SYY)0160,898+160,898012,5600.31%+12,560
DECKERS OUTDOOR CORP(DECK)21,443137,255+115,81220,75521,8850.54%+1,130
PAYLOCITY HLDG CORP(PCTY)033,837+33,83705,5830.14%+5,583
MIDDLEBY CORP(MIDD)059,453+59,45308,2710.20%+8,271
ALLEGION PLC(ALLE)033,328+33,32804,8570.12%+4,857
BURLINGTON STORES INC(BURL)44,02443,379-64510,56511,4290.28%+864
ENERGY RECOVERY INC0220,748+220,74803,8390.09%+3,839
VISA INC(V)0120,803+120,803033,2150.82%+33,215
CUBESMART(CUBE)100,81299,538-1,2744,5545,3580.13%+804
HA SUSTAINABLE INFRA CAP INC(HASI)0241,411+241,41108,3210.20%+8,321
APTARGROUP INC45,72345,170-5536,4387,2360.18%+798
ITAU UNIBANCO HLDG S A(ITUB)1,258,4281,210,528-47,9007,3498,0500.20%+701
AUTODESK INC038,543+38,543010,6180.26%+10,618
VALMONT INDS INC(VMI)59,89958,986-91316,43917,1030.42%+664
STIFEL FINL CORP(SF)77,43476,265-1,1696,5167,1610.18%+645
TRIMBLE INC(TRMB)0119,776+119,77607,4370.18%+7,437
NEW YORK TIMES CO(NYT)175,372172,784-2,5888,9819,6180.24%+638
CYBERARK SOFTWARE LTD44,19443,524-67012,08312,6920.31%+609
HOLOGIC INC0100,650+100,65008,1990.20%+8,199
FEDERAL RLTY INVT TR NEW(FRT)43,26342,750-5134,3684,9150.12%+547
EASTGROUP PPTYS INC(EGP)38,13337,574-5596,4877,0200.17%+533
PENUMBRA INC(PEN)39,23639,075-1617,0617,5930.19%+532
PROCTER AND GAMBLE CO(PG)143,637139,798-3,83923,68824,2130.59%+525
HENRY JACK & ASSOC INC(JKHY)51,98251,385-5978,6309,0710.22%+441
CREDICORP LTD(BAP)033,183+33,18306,0050.15%+6,005
CAMDEN PPTY TR(CPT)32,20831,799-4093,5143,9280.10%+414
SENSIENT TECHNOLOGIES CORP(SXT)79,52478,436-1,0885,9006,2920.15%+393
WEBSTER FINL CORP(WBS)0164,664+164,66407,6750.19%+7,675
REINSURANCE GRP OF AMERICA I(RGA)38,35737,820-5377,8738,2390.20%+366
YETI HLDGS INC(YETI)103,218104,485+1,2673,9384,2870.11%+349
FRESHPET INC(FRPT)51,74051,084-6566,6956,9870.17%+292
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