Boston Trust Walden Corp

CIK 1534866 · View on SEC EDGAR ↗

Portfolio value
$8.6B
#546 of 9,443 by 13F value · top 5.8%
Positions
396
As of
June 30, 2026

Portfolio value QoQ: +0.9% 13F does not disclose cash

Top 10 holdings weight
20.56%
Top 25 holdings weight
35.12%
Positions above 1%
14
Effective number of positions
110.4

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 5.23% Est. buys $445,969,761 · sells $1,234,873,941

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 85.9% still held

New positions
18
Increased
74
Decreased
232
Closed
10
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+13.8%
S&P 500 total return (same window)
+28.1%
Excess return
-14.3%

Annualized: +9.0% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 98.0% · Options excluded: 0.0%

Sector breakdown

Industrials
19.3%
Technology
18.7%
Healthcare
13.0%
Financials
8.7%
Communication Services
6.0%
Retail
5.8%
Financial Services
5.6%
Utilities
3.0%
Real Estate
2.6%
Consumer Discretionary
2.4%
Energy
2.3%
Packaging
2.2%
Consumer products
2.2%
Communications
1.7%
Materials
1.5%
Consumer Staples
1.0%
Logistics & Transportation
0.8%
Diversified Consumer Services
0.5%
Telecommunication
0.0%
Other/Unmapped
2.7%

Full portfolio 396 positions

Type Streak 8Q trend
AAPL Apple Inc. - Common Stock $315,504,833 3.68% 1,090,354 $11,363,151 Down ×6
MSFT Microsoft Corporation - Common Stock $265,424,992 3.10% 711,557 $-26,465,528 Down ×6
GOOGL Alphabet Inc. - Class A Common Stock $212,976,796 2.48% 595,956 $460,179 Down ×6
GOOG Alphabet Inc. - Class C Capital Stock $195,701,007 2.28% 553,876 $30,144,635 Down ×6
NVDA NVIDIA Corporation - Common Stock $171,459,522 2.00% 856,912 $3,661,957 Down ×2
JPM JP Morgan Chase & Co. Common Stock $163,674,493 1.91% 500,029 $-15,840 Down ×6
AMAT Applied Materials, Inc. - Common Stock $115,757,361 1.35% 160,107 $35,919,318 Down ×4
V Visa Inc. $110,990,987 1.29% 323,504 $437,942 Down ×6
DCI Donaldson Company, Inc. Common Stock $107,919,929 1.26% 1,202,183 $-3,148,979 Down ×4
JNJ Johnson & Johnson Common Stock $102,506,863 1.20% 403,618 $-8,070,704 Down ×6
HUBB Hubbell Inc Common Stock $102,237,719 1.19% 195,408 $-4,948,968 Down ×4
ATR AptarGroup, Inc. Common Stock $100,383,106 1.17% 801,782 $-9,651,005 Down ×2
CSCO Cisco Systems, Inc. - Common Stock $98,717,143 1.15% 840,432 $17,006,804 Down ×6
COST Costco Wholesale Corporation - Common Stock $85,961,274 1.00% 91,891 $-7,517,810 Down ×6
AIT Applied Industrial Technologies, Inc. Common Stock $84,729,057 0.99% 250,566 $13,645,455 Down ×3
KLAC KLA Corporation - Common Stock $84,536,125 0.99% 280,190 $33,785,097 Up ×1
WTS Watts Water Technologies, Inc. Class A Common Stock $84,512,881 0.99% 215,897 $17,358,644 Down ×4
CINF Cincinnati Financial Corporation - Common Stock $84,350,162 0.98% 455,602 $10,886,273 Down ×4
LFUS Littelfuse, Inc. - Common Stock $81,002,752 0.95% 177,899 $23,335,988 Up ×2
QLYS Qualys, Inc. - Common Stock $79,467,845 0.93% 577,990 $25,737,819 Down ×3
DE Deere & Company Common Stock $74,053,587 0.86% 116,743 $722,630 Down ×6
GMED Globus Medical, Inc. Class A Common Stock $73,637,557 0.86% 932,003 $7,124,019 Up ×1
MTD Mettler-Toledo International, Inc. Common Stock $73,389,117 0.86% 57,447 $34,133,006 Up ×6
CBSH Commerce Bancshares, Inc. - Common Stock $71,566,705 0.83% 1,239,250 $13,070,744 Up ×1
ROST Ross Stores, Inc. - Common Stock $69,813,097 0.81% 327,992 $-15,158,721 Down ×6
SYK Stryker Corporation Common Stock $68,428,585 0.80% 217,344 $-4,449,063 Down ×6
CB Chubb Limited Common Stock $67,815,778 0.79% 199,025 $-10,706,952 Down ×6
ADP Automatic Data Processing, Inc. - Common Stock $66,707,763 0.78% 297,869 $598,071 Down ×6
BMI Badger Meter, Inc. Common Stock $64,655,250 0.75% 435,741 $14,436,272 Up ×4
JAZZ Jazz Pharmaceuticals plc - Ordinary Shares $64,110,068 0.75% 266,050 $7,283,150 Down ×1
CFR Cullen/Frost Bankers, Inc. Common Stock $63,429,842 0.74% 410,496 $-14,757,437 Down ×3
AYI Acuity Inc. Common Stock $59,358,603 0.69% 157,592 $16,929,932 Up ×2
IBOC International Bancshares Corporation - Common Stock $58,862,176 0.69% 775,012 $13,533,129 Up ×1
CHH Choice Hotels International, Inc. Common Stock $58,043,923 0.68% 526,380 $-498,368 Down ×3
AM Antero Midstream Corporation Common Stock $57,559,434 0.67% 2,530,085 $-1,609,462 Down ×3
NTAP NetApp, Inc. - Common Stock $56,856,193 0.66% 367,383 $18,093,899 Down ×1
UNP Union Pacific Corporation Common Stock $56,513,984 0.66% 207,772 $-565,040 Down ×6
WTRG Essential Utilities, Inc. Common Stock $55,354,004 0.65% 1,444,897 $-9,199,048 Down ×3
CHE Chemed Corp $55,249,940 0.64% 118,628 $7,906,920 Down ×4
CVCO Cavco Industries, Inc. - Common Stock $54,983,938 0.64% 89,495 $12,926,257 Up ×1
SNA Snap-On Incorporated Common Stock $54,762,839 0.64% 136,091 $4,496,724 Down ×1
LECO Lincoln Electric Holdings, Inc. - Common Shares $54,743,905 0.64% 206,184 $1,299,866 Down ×1
SFM Sprouts Farmers Market, Inc. - Common Stock $54,164,778 0.63% 640,397 $5,495,594 Up ×4
NDSN Nordson Corporation - Common Stock $53,725,765 0.63% 178,083 $4,910,788 Down ×3
STAG Stag Industrial, Inc. Common Stock $53,690,263 0.63% 1,410,674 $-2,163,809 Down ×3
AXP American Express Company Common Stock $53,360,967 0.62% 157,756 $155,945 Down ×4
IEX IDEX Corporation Common Stock $53,005,766 0.62% 233,557 $1,455,175 Down ×2
ATEN A10 Networks, Inc. Common Stock $51,939,703 0.61% 1,390,249 $21,119,587 Up ×1
SEIC SEI Investments Company - Common Stock $51,539,731 0.60% 587,615 $3,301,480 Down ×4
UFPT UFP Technologies, Inc. - Common Stock $50,529,271 0.59% 190,583 $13,863,367 Up ×2
PEP PepsiCo, Inc. - Common Stock $50,331,159 0.59% 371,722 $-14,566,395 Down ×6
MEDP Medpace Holdings, Inc. - Common Stock $50,132,578 0.58% 94,663 $9,418,228 Up ×1
HALO Halozyme Therapeutics, Inc. - Common Stock $49,923,111 0.58% 637,832 $23,327,737 Up ×1
PG Procter & Gamble Company (The) Common Stock $48,585,205 0.57% 331,323 $-4,682,823 Down ×4
JLL Jones Lang LaSalle Incorporated Common Stock $47,758,956 0.56% 154,086 $-518,673 Down ×3
GWW W.W. Grainger, Inc. Common Stock $47,665,695 0.56% 35,038 $8,160,920 Down ×6
SYY Sysco Corporation Common Stock $47,440,760 0.55% 567,609 $-14,661 Down ×4
ALLE Allegion plc Ordinary Shares $46,841,385 0.55% 333,414 $-2,603,180 Down ×1
OGS ONE Gas, Inc. Common Stock $46,649,777 0.54% 605,291 $-10,540,198 Down ×2
CRL Charles River Laboratories International, Inc. Common Stock $46,506,918 0.54% 205,066 $10,737,318 Down ×3
FFIV F5, Inc. - Common Stock $46,373,301 0.54% 111,485 $14,248,412 Up ×1
BJ BJ's Wholesale Club Holdings, Inc. Common Stock $45,709,211 0.53% 524,068 $-7,463,867 Down ×2
EXPD Expeditors International of Washington, Inc. Common Stock $43,769,377 0.51% 268,557 $4,400,931 Down ×3
MGY Magnolia Oil & Gas Corporation Class A Common Stock $43,403,556 0.51% 1,696,777 $-33,595,074 Down ×2
MRK Merck & Company, Inc. Common Stock (new) $43,034,907 0.50% 334,902 $-3,449,239 Down ×5
IDA IDACORP, Inc. Common Stock $42,908,831 0.50% 283,601 $-889,600 Down ×4
POWI Power Integrations, Inc. - Common Stock $42,539,191 0.50% 507,870 $24,887,889 Up ×1
VLTO Veralto Corp Common Stock $42,087,351 0.49% 474,598 $25,024,236 Up ×2
ORCL Oracle Corporation Common Stock $42,078,462 0.49% 287,127 $-8,047,211 Down ×5
AFG American Financial Group, Inc. Common Stock $41,676,091 0.49% 297,814 $2,343,837 Down ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $41,187,686 0.48% 99,097 $10,249,508 Down ×6
NTRS Northern Trust Corporation - Common Stock $40,508,066 0.47% 233,019 $-487,657 Down ×4
RPM RPM International Inc. Common Stock $40,170,584 0.47% 361,409 $3,085,915 Down ×3
ITW Illinois Tool Works Inc. Common Stock $39,498,627 0.46% 146,037 $985,077 Down ×6
WSM Williams-Sonoma, Inc. Common Stock (DE) $38,702,094 0.45% 166,032 $13,296,405 Up ×1
VOO $38,364,520 0.45% 55,859 $5,455,051 Up ×1
STE STERIS plc (Ireland) Ordinary Shares $38,324,582 0.45% 182,004 $-2,858,669 Down ×3
ACLS Axcelis Technologies, Inc. - Common Stock $38,030,951 0.44% 200,744 $16,458,265 Down ×4
VSGX $37,899,455 0.44% 460,280 $9,392,088 Up ×6
ON ON Semiconductor Corporation - Common Stock $37,088,609 0.43% 392,306 $-1,098,817 Down ×1
TXRH Texas Roadhouse, Inc. - Common Stock $36,823,697 0.43% 190,569 $12,924,058 Up ×1
AZO AutoZone, Inc. Common Stock $36,734,134 0.43% 11,494 $-6,977,717 Down ×1
FDS FactSet Research Systems Inc. Common Stock $34,928,957 0.41% 151,812 $-3,707,463 Down ×2
PLXS Plexus Corp. - Common Stock $34,785,114 0.41% 115,692 $-2,001,619 Down ×6
DT Dynatrace, Inc. Common Stock $34,722,930 0.41% 790,775 $9,938,712 Up ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $34,626,052 0.40% 278,255 $-27,301,501 Down ×6
VMI Valmont Industries, Inc. Common Stock $34,035,080 0.40% 58,925 $10,370,946 Down ×6
LOW Lowe's Companies, Inc. Common Stock $33,194,108 0.39% 150,547 $-6,975,146 Down ×6
AMZN Amazon.com, Inc. - Common Stock $32,892,827 0.38% 138,008 $-5,636,706 Down ×5
CBOE $32,850,915 0.38% 135,373 $-6,284,088 Down ×3
AVGO Broadcom Inc. - Common Stock $32,389,418 0.38% 85,743 $24,771,448 Up ×1
BALL Ball Corporation Common Stock $32,320,018 0.38% 517,949 $9,320,672 Up ×2
EWBC East West Bancorp, Inc. - Common Stock $31,909,886 0.37% 247,191 $-636,327 Down ×3
TEL TE Connectivity plc Ordinary Shares $31,717,285 0.37% 157,320 $-7,591,434 Down ×6
ATO Atmos Energy Corporation Common Stock $31,640,314 0.37% 183,667 $-7,988,037 Down ×3
MS Morgan Stanley Common Stock $31,385,266 0.37% 150,140 $308,525 Down ×2
ADI Analog Devices, Inc. - Common Stock $31,245,761 0.36% 78,671 $5,038,342 Down ×6
MAS Masco Corporation Common Stock $30,971,998 0.36% 380,632 $3,733,890 Down ×1
FTNT Fortinet, Inc. - Common Stock $30,480,359 0.36% 198,414 $4,869,801 Down ×1
SCI Service Corporation International Common Stock $30,243,702 0.35% 398,153 $-2,154,592 Up ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
MTD $73,389,117 0.86% up ×6
BMI $64,655,250 0.75% up ×4
SFM $54,164,778 0.63% up ×4
VSGX $37,899,455 0.44% up ×6
APH $11,977,241 0.14% up ×3
VTI $9,022,685 0.11% up ×3
USB $8,655,803 0.10% up ×3
BN $1,196,992 0.01% up ×3
VCSH $481,056 0.01% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
LII $26,960,162 47,055 0.31%
WST $18,350,644 51,116 0.21%
BCPC $17,737,892 104,989 0.21%
NXPI $6,114,932 21,759 0.07%
Unknown issuer (CUSIP: 438516205) $1,479,419 6,607 0.02%
Unknown issuer (CUSIP: 43849R105) $1,460,786 6,607 0.02%
KKR $547,101 5,961 0.01%
GLW $370,373 1,450 0.00%
TTWO $317,475 1,270 0.00%
ROK $266,353 538 0.00%
XT $226,902 2,746 0.00%
TSM $219,682 460 0.00%
CNI $217,017 1,820 0.00%
VPL $214,026 1,850 0.00%
NZAC $209,964 4,573 0.00%

Top movers (QoQ)

Security Action Shares Δ Value Δ
COO Trimmed -564K -$40.3M
AMAT Trimmed -73K +$35.9M
MTD Bought more +26K +$34.1M
KLAC Bought more +246K +$33.8M
MGY Trimmed -742K -$33.6M
GOOG Trimmed -23K +$30.1M
ACN Trimmed -34K -$27.3M
MSFT Trimmed -77K -$26.5M
QLYS Trimmed -34K +$25.7M
VLTO Bought more +282K +$25.0M

1 position hidden (data completeness check)

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
XOM June 30, 2026 416,968 $70,742,791 21.7%
ZBRA Dec. 31, 2025 101,378 $30,125,486 48.2%
GMED March 31, 2025 328,892 $27,202,657 16.5%
PRGS June 30, 2026 1,060,138 $27,192,529 27.4%
INDB Sept. 30, 2025 346,550 $21,792,797 21.2%
MTX Sept. 30, 2025 359,513 $19,798,381 15.6%
AKAM March 31, 2026 218,512 $19,065,172 -4.2%
CRI March 31, 2025 296,999 $16,094,376 -9.8%
IPG March 31, 2025 550,750 $15,432,018 No longer tracked
TDC Dec. 31, 2025 657,764 $14,148,504 -9.8%
FLO Dec. 31, 2025 1,037,887 $13,544,425 -34.3%
LULU June 30, 2026 88,210 $13,504,951 3.1%
GPK March 31, 2026 886,064 $13,344,124 17.5%
CABO March 31, 2025 36,702 $13,290,528 -90.4%
ATKR March 31, 2025 158,398 $13,218,313 56.2%
NSP June 30, 2025 131,179 $11,705,102 -13.3%
INMD Sept. 30, 2025 772,454 $11,154,236 0.3%
AMPH June 30, 2026 561,288 $10,995,632 7.0%
TFX June 30, 2025 78,146 $10,799,036 14.0%
AMAL Dec. 31, 2025 322,225 $8,748,409 53.8%
ICUI Sept. 30, 2025 59,729 $7,893,187 52.4%
HP June 30, 2025 247,128 $6,454,983 193.9%
SSTK June 30, 2025 330,579 $6,158,687 -72.1%
EVR Dec. 31, 2025 13,112 $4,422,940 -13.7%
ANSS Sept. 30, 2025 12,187 $4,280,318 No longer tracked
ROK March 31, 2025 11,826 $3,379,753 69.0%
HON June 30, 2026 14,315 $3,235,619 -1.9%
EA June 30, 2025 21,810 $3,151,981 No longer tracked
CLB June 30, 2025 92,367 $1,384,581 8.9%
AMCR Dec. 31, 2025 136,269 $1,114,680 15.5%
VXF June 30, 2026 3,548 $730,178 No longer tracked
BA Sept. 30, 2025 3,027 $634,247 -0.6%
PPG Dec. 31, 2025 5,580 $586,514 10.9%
ULXXXX Dec. 31, 2025 8,978 $532,216 No longer tracked
MUB Dec. 31, 2025 3,760 $400,402 No longer tracked
AZN Sept. 30, 2025 5,471 $382,313 115.7%
CLX Dec. 31, 2025 3,048 $375,818 4.6%
EG March 31, 2025 1,000 $362,460 1.7%
OTIS March 31, 2026 3,698 $323,020 -6.7%
PAA March 31, 2025 17,500 $298,900 24.5%
NVS March 31, 2026 2,096 $288,976 2.8%
ARE March 31, 2025 2,855 $278,505 -43.5%
LH Dec. 31, 2025 900 $258,354 32.4%
WST June 30, 2025 1,110 $248,507 61.2%
CMA March 31, 2026 2,800 $243,404 No longer tracked
MANH March 31, 2026 1,400 $242,634 55.9%
ANET March 31, 2025 2,188 $241,840 143.1%
SHEL March 31, 2025 3,748 $234,812 27.9%
TRMB June 30, 2025 3,560 $233,714 -21.7%
DELL March 31, 2025 2,026 $233,476 381.9%
VGSH March 31, 2026 3,931 $230,868
VGK June 30, 2026 2,750 $226,682 No longer tracked
LPLA Dec. 31, 2025 680 $226,229 0.4%
CSGS June 30, 2026 2,820 $225,431 No longer tracked
FISV June 30, 2026 4,035 $225,153 5.1%
INGR June 30, 2026 1,978 $222,841 13.4%
ANET Dec. 31, 2025 1,522 $221,771 43.8%
K Dec. 31, 2025 2,700 $221,454 No longer tracked
CI Sept. 30, 2025 667 $220,497 -4.0%
STZ June 30, 2025 1,200 $220,224 -17.4%
SOLV March 31, 2026 2,774 $219,812 35.5%
FSLR March 31, 2026 835 $218,127 8.9%
CDW Sept. 30, 2025 1,211 $216,272 -16.5%
VRTX Sept. 30, 2025 485 $215,922 39.6%
VTEB Dec. 31, 2025 4,305 $215,551 No longer tracked
AIG March 31, 2026 2,500 $213,875 1.9%
GSLC March 31, 2026 1,593 $210,865 No longer tracked
CDW March 31, 2025 1,211 $210,762 -17.0%
ROK March 31, 2026 538 $209,320 21.7%
TREX March 31, 2025 3,000 $207,090 -18.6%
GSIE Dec. 31, 2025 4,984 $204,892 No longer tracked
CMA March 31, 2025 3,300 $204,105 No longer tracked
UNFI Dec. 31, 2025 5,400 $203,148 41.0%
BIP Sept. 30, 2025 6,050 $202,675 19.4%
DORM Dec. 31, 2025 1,300 $202,644 7.3%
AGG Dec. 31, 2025 2,019 $202,405 No longer tracked
ITT March 31, 2025 1,400 $200,032 62.4%
BRKL Sept. 30, 2025 14,500 $152,975 No longer tracked
STKL June 30, 2025 22,000 $106,920 No longer tracked
SABR March 31, 2025 17,000 $62,050 -26.3%