Boston Trust Walden Corp

CIK 1534866 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$8.6B
#546 dari 9.443 berdasarkan nilai 13F · top 5.8%
Posisi
396
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +0.9% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
20,56%
Bobot 25 kepemilikan teratas
35,12%
Posisi di atas 1%
14
Jumlah posisi efektif
110,4

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 5,23% Perkiraan pembelian $445.969.761 · penjualan $1.234.873.941

Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 85,9% masih dipegang

Posisi baru
18
Meningkat
74
Menurun
232
Tertutup
10
Di halaman ini

Kinerja vs S&P 500

Dilacak Q4 2024–Q2 2026
+13.8%
Total imbal hasil S&P 500 (jendela yang sama)
+28.1%
Imbal hasil berlebih
-14.3%

Tahunan: +9.0% · S&P 500: +18.0%

Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.

Cakupan yang dapat dihargai: 98,0% · Opsi dikecualikan: 0,0%

Rincian sektor

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%
Lainnya/Tidak terpetakan
2,7%

Portofolio lengkap 396 posisi

Tipe Rentetan Tren 8 kuartal
AAPL Apple Inc. - Common Stock $315.504.833 3,68% 1.090.354 $11.363.151 Turun ×6
MSFT Microsoft Corporation - Common Stock $265.424.992 3,10% 711.557 $-26.465.528 Turun ×6
GOOGL Alphabet Inc. - Class A Common Stock $212.976.796 2,48% 595.956 $460.179 Turun ×6
GOOG Alphabet Inc. - Class C Capital Stock $195.701.007 2,28% 553.876 $30.144.635 Turun ×6
NVDA NVIDIA Corporation - Common Stock $171.459.522 2,00% 856.912 $3.661.957 Turun ×2
JPM JP Morgan Chase & Co. Common Stock $163.674.493 1,91% 500.029 $-15.840 Turun ×6
AMAT Applied Materials, Inc. - Common Stock $115.757.361 1,35% 160.107 $35.919.318 Turun ×4
V Visa Inc. $110.990.987 1,29% 323.504 $437.942 Turun ×6
DCI Donaldson Company, Inc. Common Stock $107.919.929 1,26% 1.202.183 $-3.148.979 Turun ×4
JNJ Johnson & Johnson Common Stock $102.506.863 1,20% 403.618 $-8.070.704 Turun ×6
HUBB Hubbell Inc Common Stock $102.237.719 1,19% 195.408 $-4.948.968 Turun ×4
ATR AptarGroup, Inc. Common Stock $100.383.106 1,17% 801.782 $-9.651.005 Turun ×2
CSCO Cisco Systems, Inc. - Common Stock $98.717.143 1,15% 840.432 $17.006.804 Turun ×6
COST Costco Wholesale Corporation - Common Stock $85.961.274 1,00% 91.891 $-7.517.810 Turun ×6
AIT Applied Industrial Technologies, Inc. Common Stock $84.729.057 0,99% 250.566 $13.645.455 Turun ×3
KLAC KLA Corporation - Common Stock $84.536.125 0,99% 280.190 $33.785.097 Naik ×1
WTS Watts Water Technologies, Inc. Class A Common Stock $84.512.881 0,99% 215.897 $17.358.644 Turun ×4
CINF Cincinnati Financial Corporation - Common Stock $84.350.162 0,98% 455.602 $10.886.273 Turun ×4
LFUS Littelfuse, Inc. - Common Stock $81.002.752 0,95% 177.899 $23.335.988 Naik ×2
QLYS Qualys, Inc. - Common Stock $79.467.845 0,93% 577.990 $25.737.819 Turun ×3
DE Deere & Company Common Stock $74.053.587 0,86% 116.743 $722.630 Turun ×6
GMED Globus Medical, Inc. Class A Common Stock $73.637.557 0,86% 932.003 $7.124.019 Naik ×1
MTD Mettler-Toledo International, Inc. Common Stock $73.389.117 0,86% 57.447 $34.133.006 Naik ×6
CBSH Commerce Bancshares, Inc. - Common Stock $71.566.705 0,83% 1.239.250 $13.070.744 Naik ×1
ROST Ross Stores, Inc. - Common Stock $69.813.097 0,81% 327.992 $-15.158.721 Turun ×6
SYK Stryker Corporation Common Stock $68.428.585 0,80% 217.344 $-4.449.063 Turun ×6
CB Chubb Limited Common Stock $67.815.778 0,79% 199.025 $-10.706.952 Turun ×6
ADP Automatic Data Processing, Inc. - Common Stock $66.707.763 0,78% 297.869 $598.071 Turun ×6
BMI Badger Meter, Inc. Common Stock $64.655.250 0,75% 435.741 $14.436.272 Naik ×4
JAZZ Jazz Pharmaceuticals plc - Ordinary Shares $64.110.068 0,75% 266.050 $7.283.150 Turun ×1
CFR Cullen/Frost Bankers, Inc. Common Stock $63.429.842 0,74% 410.496 $-14.757.437 Turun ×3
AYI Acuity Inc. Common Stock $59.358.603 0,69% 157.592 $16.929.932 Naik ×2
IBOC International Bancshares Corporation - Common Stock $58.862.176 0,69% 775.012 $13.533.129 Naik ×1
CHH Choice Hotels International, Inc. Common Stock $58.043.923 0,68% 526.380 $-498.368 Turun ×3
AM Antero Midstream Corporation Common Stock $57.559.434 0,67% 2.530.085 $-1.609.462 Turun ×3
NTAP NetApp, Inc. - Common Stock $56.856.193 0,66% 367.383 $18.093.899 Turun ×1
UNP Union Pacific Corporation Common Stock $56.513.984 0,66% 207.772 $-565.040 Turun ×6
WTRG Essential Utilities, Inc. Common Stock $55.354.004 0,65% 1.444.897 $-9.199.048 Turun ×3
CHE Chemed Corp $55.249.940 0,64% 118.628 $7.906.920 Turun ×4
CVCO Cavco Industries, Inc. - Common Stock $54.983.938 0,64% 89.495 $12.926.257 Naik ×1
SNA Snap-On Incorporated Common Stock $54.762.839 0,64% 136.091 $4.496.724 Turun ×1
LECO Lincoln Electric Holdings, Inc. - Common Shares $54.743.905 0,64% 206.184 $1.299.866 Turun ×1
SFM Sprouts Farmers Market, Inc. - Common Stock $54.164.778 0,63% 640.397 $5.495.594 Naik ×4
NDSN Nordson Corporation - Common Stock $53.725.765 0,63% 178.083 $4.910.788 Turun ×3
STAG Stag Industrial, Inc. Common Stock $53.690.263 0,63% 1.410.674 $-2.163.809 Turun ×3
AXP American Express Company Common Stock $53.360.967 0,62% 157.756 $155.945 Turun ×4
IEX IDEX Corporation Common Stock $53.005.766 0,62% 233.557 $1.455.175 Turun ×2
ATEN A10 Networks, Inc. Common Stock $51.939.703 0,61% 1.390.249 $21.119.587 Naik ×1
SEIC SEI Investments Company - Common Stock $51.539.731 0,60% 587.615 $3.301.480 Turun ×4
UFPT UFP Technologies, Inc. - Common Stock $50.529.271 0,59% 190.583 $13.863.367 Naik ×2
PEP PepsiCo, Inc. - Common Stock $50.331.159 0,59% 371.722 $-14.566.395 Turun ×6
MEDP Medpace Holdings, Inc. - Common Stock $50.132.578 0,58% 94.663 $9.418.228 Naik ×1
HALO Halozyme Therapeutics, Inc. - Common Stock $49.923.111 0,58% 637.832 $23.327.737 Naik ×1
PG Procter & Gamble Company (The) Common Stock $48.585.205 0,57% 331.323 $-4.682.823 Turun ×4
JLL Jones Lang LaSalle Incorporated Common Stock $47.758.956 0,56% 154.086 $-518.673 Turun ×3
GWW W.W. Grainger, Inc. Common Stock $47.665.695 0,56% 35.038 $8.160.920 Turun ×6
SYY Sysco Corporation Common Stock $47.440.760 0,55% 567.609 $-14.661 Turun ×4
ALLE Allegion plc Ordinary Shares $46.841.385 0,55% 333.414 $-2.603.180 Turun ×1
OGS ONE Gas, Inc. Common Stock $46.649.777 0,54% 605.291 $-10.540.198 Turun ×2
CRL Charles River Laboratories International, Inc. Common Stock $46.506.918 0,54% 205.066 $10.737.318 Turun ×3
FFIV F5, Inc. - Common Stock $46.373.301 0,54% 111.485 $14.248.412 Naik ×1
BJ BJ's Wholesale Club Holdings, Inc. Common Stock $45.709.211 0,53% 524.068 $-7.463.867 Turun ×2
EXPD Expeditors International of Washington, Inc. Common Stock $43.769.377 0,51% 268.557 $4.400.931 Turun ×3
MGY Magnolia Oil & Gas Corporation Class A Common Stock $43.403.556 0,51% 1.696.777 $-33.595.074 Turun ×2
MRK Merck & Company, Inc. Common Stock (new) $43.034.907 0,50% 334.902 $-3.449.239 Turun ×5
IDA IDACORP, Inc. Common Stock $42.908.831 0,50% 283.601 $-889.600 Turun ×4
POWI Power Integrations, Inc. - Common Stock $42.539.191 0,50% 507.870 $24.887.889 Naik ×1
VLTO Veralto Corp Common Stock $42.087.351 0,49% 474.598 $25.024.236 Naik ×2
ORCL Oracle Corporation Common Stock $42.078.462 0,49% 287.127 $-8.047.211 Turun ×5
AFG American Financial Group, Inc. Common Stock $41.676.091 0,49% 297.814 $2.343.837 Turun ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $41.187.686 0,48% 99.097 $10.249.508 Turun ×6
NTRS Northern Trust Corporation - Common Stock $40.508.066 0,47% 233.019 $-487.657 Turun ×4
RPM RPM International Inc. Common Stock $40.170.584 0,47% 361.409 $3.085.915 Turun ×3
ITW Illinois Tool Works Inc. Common Stock $39.498.627 0,46% 146.037 $985.077 Turun ×6
WSM Williams-Sonoma, Inc. Common Stock (DE) $38.702.094 0,45% 166.032 $13.296.405 Naik ×1
VOO $38.364.520 0,45% 55.859 $5.455.051 Naik ×1
STE STERIS plc (Ireland) Ordinary Shares $38.324.582 0,45% 182.004 $-2.858.669 Turun ×3
ACLS Axcelis Technologies, Inc. - Common Stock $38.030.951 0,44% 200.744 $16.458.265 Turun ×4
VSGX $37.899.455 0,44% 460.280 $9.392.088 Naik ×6
ON ON Semiconductor Corporation - Common Stock $37.088.609 0,43% 392.306 $-1.098.817 Turun ×1
TXRH Texas Roadhouse, Inc. - Common Stock $36.823.697 0,43% 190.569 $12.924.058 Naik ×1
AZO AutoZone, Inc. Common Stock $36.734.134 0,43% 11.494 $-6.977.717 Turun ×1
FDS FactSet Research Systems Inc. Common Stock $34.928.957 0,41% 151.812 $-3.707.463 Turun ×2
PLXS Plexus Corp. - Common Stock $34.785.114 0,41% 115.692 $-2.001.619 Turun ×6
DT Dynatrace, Inc. Common Stock $34.722.930 0,41% 790.775 $9.938.712 Naik ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $34.626.052 0,40% 278.255 $-27.301.501 Turun ×6
VMI Valmont Industries, Inc. Common Stock $34.035.080 0,40% 58.925 $10.370.946 Turun ×6
LOW Lowe's Companies, Inc. Common Stock $33.194.108 0,39% 150.547 $-6.975.146 Turun ×6
AMZN Amazon.com, Inc. - Common Stock $32.892.827 0,38% 138.008 $-5.636.706 Turun ×5
CBOE $32.850.915 0,38% 135.373 $-6.284.088 Turun ×3
AVGO Broadcom Inc. - Common Stock $32.389.418 0,38% 85.743 $24.771.448 Naik ×1
BALL Ball Corporation Common Stock $32.320.018 0,38% 517.949 $9.320.672 Naik ×2
EWBC East West Bancorp, Inc. - Common Stock $31.909.886 0,37% 247.191 $-636.327 Turun ×3
TEL TE Connectivity plc Ordinary Shares $31.717.285 0,37% 157.320 $-7.591.434 Turun ×6
ATO Atmos Energy Corporation Common Stock $31.640.314 0,37% 183.667 $-7.988.037 Turun ×3
MS Morgan Stanley Common Stock $31.385.266 0,37% 150.140 $308.525 Turun ×2
ADI Analog Devices, Inc. - Common Stock $31.245.761 0,36% 78.671 $5.038.342 Turun ×6
MAS Masco Corporation Common Stock $30.971.998 0,36% 380.632 $3.733.890 Turun ×1
FTNT Fortinet, Inc. - Common Stock $30.480.359 0,36% 198.414 $4.869.801 Turun ×1
SCI Service Corporation International Common Stock $30.243.702 0,35% 398.153 $-2.154.592 Naik ×1

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
MTD $73.389.117 0,86% naik ×6
BMI $64.655.250 0,75% naik ×4
SFM $54.164.778 0,63% naik ×4
VSGX $37.899.455 0,44% naik ×6
APH $11.977.241 0,14% naik ×3
VTI $9.022.685 0,11% naik ×3
USB $8.655.803 0,10% naik ×3
BN $1.196.992 0,01% naik ×3
VCSH $481.056 0,01% naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
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%
Penerbit tidak dikenal (CUSIP: 438516205) $1.479.419 6.607 0,02%
Penerbit tidak dikenal (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%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
COO Dipangkas -564K -$40.3M
AMAT Dipangkas -73K +$35.9M
MTD Beli lebih banyak +26K +$34.1M
KLAC Beli lebih banyak +246K +$33.8M
MGY Dipangkas -742K -$33.6M
GOOG Dipangkas -23K +$30.1M
ACN Dipangkas -34K -$27.3M
MSFT Dipangkas -77K -$26.5M
QLYS Dipangkas -34K +$25.7M
VLTO Beli lebih banyak +282K +$25.0M

1 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
XOM 30 Juni 2026 416.968 $70.742.791 22,5%
ZBRA 31 Des. 2025 101.378 $30.125.486 45,0%
GMED 31 Maret 2025 328.892 $27.202.657 20,5%
PRGS 30 Juni 2026 1.060.138 $27.192.529 31,1%
INDB 30 Sep. 2025 346.550 $21.792.797 20,4%
MTX 30 Sep. 2025 359.513 $19.798.381 13,8%
AKAM 31 Maret 2026 218.512 $19.065.172 -2,7%
CRI 31 Maret 2025 296.999 $16.094.376 -12,5%
IPG 31 Maret 2025 550.750 $15.432.018 Tidak lagi dilacak
TDC 31 Des. 2025 657.764 $14.148.504 -8,3%
FLO 31 Des. 2025 1.037.887 $13.544.425 -31,8%
LULU 30 Juni 2026 88.210 $13.504.951 3,0%
GPK 31 Maret 2026 886.064 $13.344.124 14,8%
CABO 31 Maret 2025 36.702 $13.290.528 -90,1%
ATKR 31 Maret 2025 158.398 $13.218.313 55,9%
NSP 30 Juni 2025 131.179 $11.705.102 -13,4%
INMD 30 Sep. 2025 772.454 $11.154.236 0,6%
AMPH 30 Juni 2026 561.288 $10.995.632 5,9%
TFX 30 Juni 2025 78.146 $10.799.036 15,5%
AMAL 31 Des. 2025 322.225 $8.748.409 52,4%
ICUI 30 Sep. 2025 59.729 $7.893.187 54,3%
HP 30 Juni 2025 247.128 $6.454.983 191,9%
SSTK 30 Juni 2025 330.579 $6.158.687 -71,3%
EVR 31 Des. 2025 13.112 $4.422.940 -12,9%
ANSS 30 Sep. 2025 12.187 $4.280.318 Tidak lagi dilacak
ROK 31 Maret 2025 11.826 $3.379.753 68,2%
HON 30 Juni 2026 14.315 $3.235.619 -1,2%
EA 30 Juni 2025 21.810 $3.151.981 Tidak lagi dilacak
CLB 30 Juni 2025 92.367 $1.384.581 11,5%
AMCR 31 Des. 2025 136.269 $1.114.680 14,6%
VXF 30 Juni 2026 3.548 $730.178 Tidak lagi dilacak
BA 30 Sep. 2025 3.027 $634.247 1,6%
PPG 31 Des. 2025 5.580 $586.514 10,2%
ULXXXX 31 Des. 2025 8.978 $532.216 Tidak lagi dilacak
MUB 31 Des. 2025 3.760 $400.402 Tidak lagi dilacak
AZN 30 Sep. 2025 5.471 $382.313 112,9%
CLX 31 Des. 2025 3.048 $375.818 7,4%
EG 31 Maret 2025 1.000 $362.460 0,5%
OTIS 31 Maret 2026 3.698 $323.020 -7,0%
PAA 31 Maret 2025 17.500 $298.900 21,3%
NVS 31 Maret 2026 2.096 $288.976 4,1%
ARE 31 Maret 2025 2.855 $278.505 -45,3%
LH 31 Des. 2025 900 $258.354 33,0%
WST 30 Juni 2025 1.110 $248.507 61,8%
CMA 31 Maret 2026 2.800 $243.404 Tidak lagi dilacak
MANH 31 Maret 2026 1.400 $242.634 57,4%
ANET 31 Maret 2025 2.188 $241.840 137,3%
SHEL 31 Maret 2025 3.748 $234.812 29,1%
TRMB 30 Juni 2025 3.560 $233.714 -21,9%
DELL 31 Maret 2025 2.026 $233.476 375,4%
VGSH 31 Maret 2026 3.931 $230.868
VGK 30 Juni 2026 2.750 $226.682 Tidak lagi dilacak
LPLA 31 Des. 2025 680 $226.229 0,1%
CSGS 30 Juni 2026 2.820 $225.431 Tidak lagi dilacak
FISV 30 Juni 2026 4.035 $225.153 4,7%
INGR 30 Juni 2026 1.978 $222.841 13,4%
ANET 31 Des. 2025 1.522 $221.771 40,3%
K 31 Des. 2025 2.700 $221.454 Tidak lagi dilacak
CI 30 Sep. 2025 667 $220.497 -3,4%
STZ 30 Juni 2025 1.200 $220.224 -18,7%
SOLV 31 Maret 2026 2.774 $219.812 35,5%
FSLR 31 Maret 2026 835 $218.127 11,8%
CDW 30 Sep. 2025 1.211 $216.272 -12,6%
VRTX 30 Sep. 2025 485 $215.922 38,9%
VTEB 31 Des. 2025 4.305 $215.551 Tidak lagi dilacak
AIG 31 Maret 2026 2.500 $213.875 0,3%
GSLC 31 Maret 2026 1.593 $210.865 Tidak lagi dilacak
CDW 31 Maret 2025 1.211 $210.762 -13,1%
ROK 31 Maret 2026 538 $209.320 21,1%
TREX 31 Maret 2025 3.000 $207.090 -19,1%
GSIE 31 Des. 2025 4.984 $204.892 Tidak lagi dilacak
CMA 31 Maret 2025 3.300 $204.105 Tidak lagi dilacak
UNFI 31 Des. 2025 5.400 $203.148 35,6%
BIP 30 Sep. 2025 6.050 $202.675 19,5%
DORM 31 Des. 2025 1.300 $202.644 7,7%
AGG 31 Des. 2025 2.019 $202.405 Tidak lagi dilacak
ITT 31 Maret 2025 1.400 $200.032 64,2%
BRKL 30 Sep. 2025 14.500 $152.975 Tidak lagi dilacak
STKL 30 Juni 2025 22.000 $106.920 Tidak lagi dilacak
SABR 31 Maret 2025 17.000 $62.050 -26,0%