Q4 2025 Holdings
Filed 2026-01-21 | 62 holdings | $112.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $7.6M | 24,414 | 6.8% |
| Apple Inc(AAPL) | COM | 037833100 | $7.4M | 27,157 | 6.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.9M | 14,289 | 6.2% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $5.1M | 16,772 | 4.5% |
| TJX COS Inc New(TJX) | COM | 872540109 | $4.5M | 29,028 | 4.0% |
| Trane Technologies PLC(TT) | SHS | G8994E103 | $3.3M | 8,465 | 2.9% |
| Visa Inc(V) | COM CL A | 92826C839 | $3.0M | 8,583 | 2.7% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $3.0M | 3,421 | 2.6% |
| Waters Corp(WAT) | COM | 941848103 | $2.9M | 7,751 | 2.6% |
| Xylem Inc(XYL) | COM | 98419M100 | $2.7M | 20,159 | 2.4% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $2.7M | 12,217 | 2.4% |
| Amalgamated Financial Corp(AMAL) | COM | 022671101 | $2.6M | 81,464 | 2.3% |
| Flex LTD(FLEX) | ORD | Y2573F102 | $2.6M | 43,019 | 2.3% |
| Corning Inc(GLW) | COM | 219350105 | $2.4M | 27,848 | 2.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $2.3M | 24,615 | 2.1% |
| Nextpower Inc(NXT) | CLASS A COM | 65290E101 | $2.3M | 26,009 | 2.0% |
| Linde PLC(LIN) | SHS | G54950103 | $2.1M | 4,934 | 1.9% |
| First Solar Inc(FSLR) | COM | 336433107 | $2.0M | 7,800 | 1.8% |
| Sony Group Corp(SONY) | SPONSORED ADR | 835699307 | $2.0M | 76,791 | 1.8% |
| Adobe Inc(ADBE) | COM | 00724F101 | $1.9M | 5,432 | 1.7% |
| Danaher Corporation(DHR) | COM | 235851102 | $1.9M | 8,259 | 1.7% |
| Stryker Corporation(SYK) | COM | 863667101 | $1.8M | 5,225 | 1.6% |
| Willis Towers Watson PLC LTD(WTW) | SHS | G96629103 | $1.8M | 5,587 | 1.6% |
| Deere & Co(DE) | COM | 244199105 | $1.8M | 3,923 | 1.6% |
| HA Sustainable Infra Cap Inc(HASI) | COM | 41068X100 | $1.8M | 57,622 | 1.6% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $1.8M | 48,510 | 1.6% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $1.8M | 1,652 | 1.6% |
| Prologis Inc.(PLD) | COM | 74340W103 | $1.7M | 13,499 | 1.5% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $1.7M | 10,539 | 1.5% |
| Aptiv PLC(APTV) | COM SHS | G3265R107 | $1.6M | 20,798 | 1.4% |
| Disney Walt Co(DIS) | COM | 254687106 | $1.5M | 13,368 | 1.4% |
| Astrazeneca PLC(AZN) | SPONSORED ADR | 046353108 | $1.5M | 16,029 | 1.3% |
| D R Horton Inc(DHI) | COM | 23331A109 | $1.4M | 9,931 | 1.3% |
| Avery Dennison Corp(AVY) | COM | 053611109 | $1.3M | 7,388 | 1.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $1.3M | 4,082 | 1.1% |
| Ishares TR(DMXF) | ESG EAFE ETF | 46436E759 | $1.2M | 16,351 | 1.1% |
| Nvent Electric PLC(NVT) | SHS | G6700G107 | $1.1M | 11,194 | 1.0% |
| Msci Inc(MSCI) | COM | 55354G100 | $1.1M | 1,988 | 1.0% |
| Intel Corp(INTC) | COM | 458140100 | $1.1M | 30,190 | 1.0% |
| Levi Strauss & Co New(LEVI) | CL A COM STK | 52736R102 | $1.1M | 50,939 | 0.9% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $1.1M | 10,569 | 0.9% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $1.0M | 1,985 | 0.9% |
| Workday Inc(WDAY) | CL A | 98138H101 | $999.8K | 4,655 | 0.9% |
| American WTR WKS Co Inc New(AWK) | COM | 030420103 | $968.4K | 7,421 | 0.9% |
| GSK PLC(GSK) | SPONSORED ADR | 37733W204 | $917.0K | 18,699 | 0.8% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $903.5K | 1,325 | 0.8% |
| Cooper COS Inc(COO) | COM | 216648501 | $842.5K | 10,279 | 0.8% |
| New York Times Co(NYT) | CL A | 650111107 | $776.5K | 11,186 | 0.7% |
| Avalonbay Cmntys Inc(AVB) | COM | 053484101 | $740.8K | 4,086 | 0.7% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $694.1K | 7,280 | 0.6% |