Trillium Asset Management, LLC
Trillium Asset Management, LLC is an independent investment management firm headquartered in Boston, Massachusetts, United States. Founded in 1982, Trillium is recognized as a pioneer in ESG (Environmental, Social, Governance) and values-driven investing, serving individuals, high-net-worth clients, institutions, charitable organizations, and pooled vehicles. The firm manages over $4.7 billion in assets as of June 2025 and employs approximately 54 people, with a strong focus on active ownership and shareholder advocacy to create positive social and environmental impact.
Investment Strategy
Trillium Asset Management integrates material quantitative and qualitative ESG (environmental, social, and governance) data with fundamental financial analysis to identify value-creation opportunities and manage risk. The firm seeks to deliver sustainable, long-term value for clients through active portfolio management, shareholder engagement, and advocacy on key ESG issues. Trillium’s approach emphasizes positive impact and transformative change, using client capital as a catalyst to advance a sustainable and just society.
Latest 13F Filing Activity
Trillium Asset Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 229 equity positions with a total 13F market value of $4B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Netflix Inc. among other positions. Trillium Asset Management, LLC reduced exposure to Adobe Inc., Apple Inc., Thermo Fisher Scientific Inc. among others.
Top Holdings
Equity Positions (229)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.42% | $275.9M | 554,720 | $147.64 | $497.41 | +$58.8M |
N NVDA | NVIDIA CORPORATION | 6.67% | $248.1M | 1,570,179 | $31.45 | $157.99 | +$75.0M |
A AAPL | APPLE INC | 3.78% | $140.4M | 684,369 | $65.07 | $205.17 | -$15.5M |
G GOOGL | ALPHABET INC | 3.74% | $139.1M | 789,377 | $87.14 | $176.23 | +$12.3M |
M MA | MASTERCARD INCORPORATED | 2.33% | $86.8M | 154,418 | $199.05 | $561.94 | -$3.6M |
Industry Allocation
Investment Team (23)
| Name | Role | Location | |
|---|---|---|---|
C Cheryl Smith | Economist and Portfolio Manager | Boston, MA , United States | |
 | Research Analyst | Boston, MA , United States | |
 | Research Analyst | Boston, MA , United States | |
 | Head Trader | Salem, MA , United States | |
 | Equity Research Analyst | Boston, MA , United States | |
 | Portfolio Manager | Boston, MA , United States | |
L Laura Maria Torres | ESG Research Analyst | Boston, MA , United States | |
L Laura McGonagle | SVP and Portfolio Manager | Boston, MA , United States | |
 | Investment Manager | Boston, MA , United States | |
 | Investment Associate | Denver, CO , United States |