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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

TRILLIUM ASSET MANAGEMENT, LLC

Quarter ended Q4 2024 · Filed February 11, 2025 · Accession 0001085146-25-000967

Total Value
$3.86B
Positions
232
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (232)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT597,853$252.0M6.53%
2NVIDIA CORPORATIONNVDA1,678,163$225.4M5.84%
3APPLE INCAAPL736,215$184.4M4.78%
4ALPHABET INCGOOG863,403$163.4M4.24%
5MASTERCARD INCORPORATEDMA166,932$87.9M2.28%
6SERVICENOW INCNOW81,755$86.7M2.25%
7TJX COS INC NEW872540109598,010$72.2M1.87%
8PALO ALTO NETWORKS INCPANW359,365$65.4M1.70%
9COSTCO WHSL CORP NEW22160K10562,399$57.2M1.48%
10ADOBE INCADBE115,917$51.5M1.34%
11ECOLAB INCECL209,756$49.2M1.27%
12CHIPOTLE MEXICAN GRILL INCCMG800,695$48.3M1.25%
13PNC FINL SVCS GROUP INC693475105249,223$48.1M1.25%
14EATON CORP PLCETN142,470$47.3M1.23%
15LULULEMON ATHLETICA INCLULU118,341$45.3M1.17%
16UNILEVER PLCUNLYF790,970$44.8M1.16%
17ASTRAZENECA PLCAZN668,691$43.8M1.14%
18THERMO FISHER SCIENTIFIC INCTMO83,329$43.4M1.12%
19TRAVELERS COMPANIES INCTRV176,466$42.5M1.10%
20TARGET CORPTGT313,231$42.3M1.10%
21TAIWAN SEMICONDUCTOR MFG LTD874039100214,235$42.3M1.10%
22AMERICAN WTR WKS CO INC NEW030420103324,480$40.4M1.05%
23VISA INCV122,151$38.6M1.00%
24TRANE TECHNOLOGIES PLCTT103,722$38.3M0.99%
25MERCK & CO INCMRK378,905$37.7M0.98%
26NETFLIX INCNFLX42,070$37.5M0.97%
27JONES LANG LASALLE INCJLL145,090$36.7M0.95%
28WABTEC929740108189,843$36.0M0.93%
29ASML HOLDING N VASMLF51,830$35.9M0.93%
30MCCORMICK & CO INCMKC-V466,846$35.6M0.92%
31AFLAC INCAFL335,763$34.7M0.90%
32BANK AMERICA CORP060505104772,659$34.0M0.88%
33AMERICAN TOWER CORP NEW03027X100181,167$33.2M0.86%
34HOME DEPOT INCHD85,045$33.1M0.86%
35BRIGHT HORIZONS FAM SOL IN D109194100284,544$31.5M0.82%
36INTERCONTINENTAL EXCHANGE IN45866F104211,514$31.5M0.82%
37STRYKER CORPORATIONSYK84,225$30.3M0.79%
38FIRST SOLAR INCFSLR171,846$30.3M0.79%
39ACCENTURE PLC IRELANDACN85,556$30.1M0.78%
40UNION PAC CORPUNP130,665$29.8M0.77%
41NXP SEMICONDUCTORS N VNXPI140,077$29.1M0.75%
42HUNT J B TRANS SVCS INC445658107166,622$28.4M0.74%
43DECKERS OUTDOOR CORPDECK137,687$28.0M0.72%
44PROLOGIS INC.PLDGP259,363$27.4M0.71%
45FERGUSON ENTERPRISES INCFERG157,189$27.3M0.71%
46ELEVANCE HEALTH INCELV73,534$27.1M0.70%
47LINDE PLCLIN63,160$26.4M0.69%
48EQUINIX INCEQIX27,672$26.1M0.68%
49VERISK ANALYTICS INCVRSK93,393$25.7M0.67%
50EAST WEST BANCORP INCEWBC252,266$24.2M0.63%
51CADENCE DESIGN SYSTEM INCCDNS80,030$24.0M0.62%
52SPOTIFY TECHNOLOGY S ASPOT53,490$23.9M0.62%
53SHOPIFY INCSHOP222,231$23.6M0.61%
54QUANTA SVCS INC74762E10273,834$23.3M0.60%
55PROCTER AND GAMBLE CO742718109138,335$23.2M0.60%
56XYLEM INCXYL198,258$23.0M0.60%
57LPL FINL HLDGS INC50212V10068,376$22.3M0.58%
58STARBUCKS CORPSBUX235,441$21.5M0.56%
59AUTOZONE INCAZO6,687$21.4M0.56%
60BALL CORPBALL385,031$21.2M0.55%
61MARRIOTT INTL INC NEW57190320275,637$21.1M0.55%
62TETRA TECH INC NEWTTEK516,531$20.6M0.53%
63PROGRESSIVE CORP74331510385,379$20.5M0.53%
64UNITEDHEALTH GROUP INCUNH40,112$20.3M0.53%
65NOVO-NORDISK A SNONOF232,166$20.0M0.52%
66PAYLOCITY HLDG CORPPCTY99,706$19.9M0.52%
67ORMAT TECHNOLOGIES INCORA293,539$19.9M0.52%
68FIFTH THIRD BANCORPFITBM445,927$18.9M0.49%
69ROCKWELL AUTOMATION INCROK65,028$18.6M0.48%
70MYR GROUP INC DELMYRG123,271$18.3M0.48%
71VALMONT INDS INC92025310157,371$17.6M0.46%
72ALLY FINL INC02005N100481,248$17.3M0.45%
73MERCADOLIBRE INCMELI10,060$17.1M0.44%
74INTERNATIONAL FLAVORS&FRAGRA459506101200,960$17.0M0.44%
75ISHARES TR464288570153,031$16.9M0.44%
76NVENT ELECTRIC PLCNVT244,682$16.7M0.43%
77SYSCO CORPSYY198,405$15.2M0.39%
78LAMB WESTON HLDGS INCLW224,023$15.0M0.39%
79ENCOMPASS HEALTH CORPEHC160,490$14.8M0.38%
80TREX CO INCTREX207,468$14.3M0.37%
81CYBERARK SOFTWARE LTDM2682V10841,626$13.9M0.36%
82BANK NEW YORK MELLON CORP064058100177,407$13.6M0.35%
83AVERY DENNISON CORPAVY72,084$13.5M0.35%
84GILEAD SCIENCES INCGILD145,453$13.4M0.35%
85NEXTERA ENERGY INCNEE-PW185,417$13.3M0.34%
86ALCON AGALC154,283$13.1M0.34%
87UNITED PARCEL SERVICE INCUPS101,630$12.8M0.33%
88IQVIA HLDGS INCIQV64,265$12.6M0.33%
89BURLINGTON STORES INCBURL41,648$11.9M0.31%
90MSCI INCMSCI19,709$11.8M0.31%
91HEXCEL CORP NEW428291108181,778$11.4M0.30%
92SBA COMMUNICATIONS CORP NEWSBAC55,455$11.3M0.29%
93MERIT MED SYS INC589889104113,747$11.0M0.29%
94AUTODESK INCADSK36,789$10.9M0.28%
95CISCO SYS INCCSCO183,334$10.9M0.28%
96INTUITINTU17,183$10.8M0.28%
97DYNATRACE INCDT181,019$9.8M0.26%
98DISNEY WALT CO25468710686,340$9.6M0.25%
99UNITED RENTALS INCURI12,699$8.9M0.23%
100PENUMBRA INCPEN37,547$8.9M0.23%
101WASTE MGMT INC DEL94106L10944,065$8.9M0.23%
102NIKE INCNKE116,337$8.8M0.23%
103WEBSTER FINL CORP947890109157,610$8.7M0.23%
104HENRY JACK & ASSOC INC42628110149,311$8.6M0.22%
105NEW YORK TIMES CONYT165,850$8.6M0.22%
106IPG PHOTONICS CORPIPGP114,867$8.4M0.22%
107HDFC BANK LTDHDB127,172$8.1M0.21%
108TRIMBLE INCTRMB114,778$8.1M0.21%
109ICON PLCICLR38,247$8.0M0.21%
110HANOVER INS GROUP INC41086710551,714$8.0M0.21%
111STIFEL FINL CORP86063010272,918$7.7M0.20%
112REINSURANCE GRP OF AMERICA I75935160436,161$7.7M0.20%
113MIDDLEBY CORPMIDD56,746$7.7M0.20%
114DOMINOS PIZZA INCDPZ18,282$7.7M0.20%
115INTERCONTINENTAL HOTELS GROU45857P80658,793$7.3M0.19%
116FRESHPET INCFRPT48,948$7.2M0.19%
117HOLOGIC INCHOLX99,563$7.2M0.19%
118ROGERS CORPROG69,244$7.0M0.18%
119BJS WHSL CLUB HLDGS INC05550J10178,615$7.0M0.18%
120MSA SAFETY INCMNESP42,301$7.0M0.18%
121EDWARDS LIFESCIENCES CORPEW94,694$7.0M0.18%
122LINCOLN ELEC HLDGS INC53390010636,904$6.9M0.18%
123VERTEX PHARMACEUTICALS INCVRTX16,962$6.8M0.18%
124APTARGROUP INCATR43,302$6.8M0.18%
125SITIME CORPSITM31,521$6.8M0.18%
126APPLIED MATLS INC03822210540,320$6.6M0.17%
127OMNICELL COMOMCL144,115$6.4M0.17%
128APTIV PLCAPTV99,556$6.0M0.16%
129HA SUSTAINABLE INFRA CAP INC41068X100221,364$5.9M0.15%
130EASTGROUP PPTYS INC27727610135,832$5.8M0.15%
131ALLEGRO MICROSYSTEMS INCALGM256,810$5.6M0.15%
132CREDICORP LTDBAP30,448$5.6M0.14%
133SENSIENT TECHNOLOGIES CORPSXT74,638$5.3M0.14%
134LIVE OAK BANCSHARES INCLOB-PA134,273$5.3M0.14%
135QUEST DIAGNOSTICS INCDGX35,086$5.3M0.14%
136ULTA BEAUTY INCULTA10,824$4.7M0.12%
137NEXTRACKER INCNXT128,313$4.7M0.12%
138INGEVITY CORPNGVT114,925$4.7M0.12%
139PALOMAR HLDGS INCPLMR43,557$4.6M0.12%
140FEDERAL RLTY INVT TR NEW31374510141,074$4.6M0.12%
141CONFLUENT INC20717M103160,228$4.5M0.12%
142ALLEGION PLCALLE31,984$4.2M0.11%
143CUBESMARTCUBE95,405$4.1M0.11%
144VITAL FARMS INCVITL107,647$4.1M0.11%
145ETSY INCETSY76,348$4.0M0.10%
146ANALOG DEVICES INCADI18,366$3.9M0.10%
147YETI HLDGS INCYETI100,598$3.9M0.10%
148CAMDEN PPTY TR13313110230,479$3.5M0.09%
149E L F BEAUTY INCELF26,641$3.3M0.09%
150EXACT SCIENCES CORP30063P10556,171$3.2M0.08%
151ALPHABET INCGOOG14,170$2.7M0.07%
152BOOKING HOLDINGS INCBKNG542$2.7M0.07%
153JPMORGAN CHASE & CO.VYLD10,587$2.5M0.07%
154DARLING INGREDIENTS INCDAR71,359$2.4M0.06%
155ESSENTIAL UTILS INC29670G10264,679$2.3M0.06%
156SPDR S&P 500 ETF TRSPY3,616$2.1M0.05%
157TRANSMEDICS GROUP INCTMDX32,947$2.1M0.05%
158JOHNSON & JOHNSONJNJ12,697$1.8M0.05%
159MORGAN STANLEY ETF TRUSTMS-PQ21,848$1.6M0.04%
160SALESFORCE INCCRM4,274$1.4M0.04%
161SCHWAB STRATEGIC TR80852484767,760$1.4M0.04%
162ORACLE CORPORCL-PD8,112$1.4M0.04%
163VERIZON COMMUNICATIONS INCVZ31,270$1.3M0.03%
164AIR PRODS & CHEMS INCAIIR3,352$972,0000.03%
165S&P GLOBAL INCSPGI1,811$902,0000.02%
166CATERPILLAR INCCAT2,444$887,0000.02%
167ROPER TECHNOLOGIES INCROP1,601$832,0000.02%
168WATERS CORP9418481032,116$785,0000.02%
169AMAZON COM INCAMZN3,476$763,0000.02%
170AMERICAN EXPRESS COAXP2,449$727,0000.02%
171ABBOTT LABSABLZF6,370$721,0000.02%
172BERKSHIRE HATHAWAY INC DELBRK-A1,537$697,0000.02%
173DEERE & CODE1,593$674,6770.02%
174ANSYS INC03662Q1051,848$623,0000.02%
175BECTON DICKINSON & COBDX2,713$615,0000.02%
176EXXON MOBIL CORPXOM5,678$611,0000.02%
177ISHARES TR4642876552,766$611,0000.02%
178GENERAL MLS INC3703341049,362$597,0000.02%
179CHEVRON CORP NEWCVX3,948$572,0000.01%
1803M COMMM4,391$567,0000.01%
181THE CIGNA GROUP1255231002,032$561,0000.01%
182META PLATFORMS INCMETA949$556,0000.01%
183GE AEROSPACE3696043013,306$551,0000.01%
184PPG INDS INC6935061074,580$547,0000.01%
185INTERNATIONAL BUSINESS MACHSINTR2,442$537,0000.01%
186ADVANCED MICRO DEVICES INCAMD4,344$525,0000.01%
187SPDR S&P MIDCAP 400 ETF TRMDY920$524,0000.01%
188WEST PHARMACEUTICAL SVSC INC9553061051,518$497,4600.01%
189ABBVIE INCABBV2,659$473,0000.01%
190ISHARES TR4642888023,870$471,0000.01%
191TRACTOR SUPPLY COTSCO8,871$470,2540.01%
192AGILENT TECHNOLOGIES INCA3,498$470,0000.01%
193HUMANA INCHUM1,732$439,0000.01%
194BLACKSTONE INCBX2,516$434,0000.01%
195PFIZER INCPFE16,376$434,0000.01%
196BORGWARNER INCBWA13,269$422,0000.01%
197PEPSICO INCPEP2,745$417,0000.01%
198VANGUARD INDEX FDS9229087691,428$414,0000.01%
199CONOCOPHILLIPSCOP4,124$409,0000.01%
200EMERSON ELEC COEMR3,155$391,0000.01%
201DARDEN RESTAURANTS INCDRI2,061$385,0000.01%
202TEXAS INSTRS INC8825081042,043$383,0000.01%
203COLGATE PALMOLIVE COCL4,110$374,0000.01%
204MCDONALDS CORPMCD1,250$362,0000.01%
205INTUITIVE SURGICAL INCISRG667$348,0000.01%
206GRAINGER W W INC384802104315$332,0000.01%
207CHURCH & DWIGHT CO INCCHD3,101$324,8270.01%
208PAYPAL HLDGS INCPYPL3,791$324,0000.01%
209LOWES COS INC5486611071,304$322,0000.01%
210AUTOMATIC DATA PROCESSING INADP1,056$309,0000.01%
211SCHWAB CHARLES CORPSCHW-PJ4,156$308,0000.01%
212VANGUARD WORLD FD9219107332,850$299,0000.01%
213ILLUMINA INCILMN2,061$275,0000.01%
214ALLSTATE CORPALL-PJ1,410$272,0000.01%
215CBRE GROUP INCCBRE2,054$270,0000.01%
216AVALONBAY CMNTYS INCAWX1,205$265,0000.01%
217ALPS ETF TR00162Q46010,000$260,0000.01%
218FISERV INCFISV1,255$258,0000.01%
219HUBBELL INCHUBB600$251,0000.01%
220MONDELEZ INTL INC6092071054,164$249,0000.01%
221GE VERNOVA INCGEV750$247,0000.01%
222DONALDSON INCDCI3,604$243,0000.01%
223ELI LILLY & COLLY314$242,0000.01%
224HARTFORD FINL SVCS GROUP INCHIG-PG2,197$240,0000.01%
225CORNING INCGLW5,034$239,0000.01%
226MANAGER DIRECTED PORTFOLIOS56170L69523,566$238,0000.01%
227AMGEN INCAMGN911$237,0000.01%
228LIBERTY MEDIA CORP DELFWONB2,519$233,0000.01%
229ISHARES TR4642877623,940$230,0000.01%
230PHILLIPS 66PSX1,930$220,0000.01%
231WALMART INCWMT2,288$207,0000.01%
232VANGUARD INDEX FDS922908629774$204,3580.01%