Boston Trust Walden
BOSTON, MAfiles as Boston Trust Walden Corp
$13.1bn in 396 US stocks at the end of 30 June 2026. The top 10 are 18.9% of the money. It changed about 10.6% of the portfolio this quarter.
Value
$13.1bn
Stocks
396
Top 10 share
18.9%
Turnover
10.6%
What changed this quarter
New
Bought for the first time this quarter.
- Lennox InternationalLII0.3% of the fund
- BalchemBCPC0.2% of the fund
- West Pharmaceutical ServicesWST0.2% of the fund
- NXP SemiconductorsNXPI0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- KKRKKR<0.1% of the fund
- CorningGLW<0.1% of the fund
- Take TWO Interactive SoftwareTTWO<0.1% of the fund
- Rockwell AutomationROK<0.1% of the fund
- Ishares TRXT<0.1% of the fund
- Taiwan Semiconductor ManufacturingTSM<0.1% of the fund
- Canadian National RailwayCNI<0.1% of the fund
- Vanguard Intl Equity Index FVPL<0.1% of the fund
- Spdr Index SHS FDSNZAC<0.1% of the fund
- Arista NetworksANET<0.1% of the fund
- Truist FinancialTFC<0.1% of the fund
- Ishares TRSUSA<0.1% of the fund
Added
Bought more of a stock they already held.
- NvidiaNVDA1.9% of the fund+15%
- LittelfuseLFUS1.0% of the fund+2%
- Globus MedicalGMED0.9% of the fund+25%
- Commerce BancsharesCBSH0.9% of the fund+9%
- Badger MeterBMI0.8% of the fund+38%
- Mettler Toledo InternationalMTD0.8% of the fund+102%
- Acuity Inc. (de)AYI0.8% of the fund+7%
- International BancsharesIBOC0.8% of the fund+20%
- Cavco IndustriesCVCO0.7% of the fund+11%
- StrykerSYK0.7% of the fund+5%
- Sprouts Farmers MarketSFM0.7% of the fund+6%
- A10 NetworksATEN0.7% of the fund+11%
- UFP TechnologiesUFPT0.7% of the fund+6%
- Halozyme TherapeuticsHALO0.6% of the fund+59%
- Medpace HoldingsMEDP0.6% of the fund+11%
- Power IntegrationsPOWI0.6% of the fund+53%
- VeraltoVLTO0.5% of the fund+156%
- Williams SonomaWSM0.5% of the fund+19%
- Texas RoadhouseTXRH0.5% of the fund+37%
- Valmont IndustriesVMI0.4% of the fund+9%
- DynatraceDT0.4% of the fund+17%
- BallBALL0.4% of the fund+32%
- Morgan StanleyMS0.3% of the fund+3%
- HaemoneticsHAE0.3% of the fund+17%
- BroadcomAVGO0.3% of the fund+339%
Cut
Sold some of their stake.
- AppleAAPL3.2% of the fund-3%
- AlphabetGOOGL2.2% of the fund-5%
- AlphabetGOOG2.0% of the fund-4%
- Applied MaterialsAMAT1.3% of the fund-19%
- DonaldsonDCI1.3% of the fund-3%
- HubbellHUBB1.3% of the fund-4%
- AptargroupATR1.2% of the fund-3%
- VisaV1.2% of the fund-2%
- Johnson & JohnsonJNJ1.1% of the fund-2%
- Applied Industrial TechnologiesAIT1.1% of the fund-3%
- Watts Water TechnologiesWTS1.1% of the fund-3%
- Cincinnati FinancialCINF1.0% of the fund-2%
- QualysQLYS1.0% of the fund-3%
- Cisco SystemsCSCO1.0% of the fund-10%
- Cullen/frost BankersCFR0.9% of the fund-24%
- KLAKLAC0.9% of the fund-5%
- Jazz PharmaceuticalsJAZZ0.8% of the fund-9%
- ChubbCB0.8% of the fund-2%
- Choice Hotels InternationalCHH0.8% of the fund-3%
- NetAppNTAP0.7% of the fund-3%
- DeereDE0.7% of the fund-4%
- STAG IndustrialSTAG0.7% of the fund-4%
- Ross StoresROST0.7% of the fund-11%
- IdexIEX0.7% of the fund-14%
- NordsonNDSN0.7% of the fund-3%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- Progress SoftwarePRGS-100%
- Amphastar PharmaceuticalsAMPH-100%
- lululemon athleticaLULU-100%
- Honeywell InternationalHON-100%
- Vanguard Index FDSVXF-100%
- Vanguard Intl Equity Index FVGK-100%
- CSG SYS Intl-100%
- FiservFISV-100%
- IngredionINGR-100%
Holdings
- Cboe Global MktsCBOE
- Share
- 0.4%
- Value
- $56m
- Shares
- 228,885
-3%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 3.2% | $420m | 1,452,559 | -3% |
| MicrosoftMSFT | 2.7% | $359m | 961,305 | Held |
| AlphabetGOOGL | 2.2% | $290m | 812,426 | -5% |
| AlphabetGOOG | 2.0% | $262m | 742,061 | -4% |
| NvidiaNVDA | 1.9% | $253m | 1,262,697 | +15% |
| JPMorgan ChaseJPM | 1.8% | $238m | 726,541 | Held |
| Applied MaterialsAMAT | 1.3% | $167m | 231,137 | -19% |
| DonaldsonDCI | 1.3% | $166m | 1,846,607 | -3% |
| HubbellHUBB | 1.3% | $165m | 316,270 | -4% |
| AptargroupATR | 1.2% | $163m | 1,303,726 | -3% |
| VisaV | 1.2% | $160m | 466,632 | -2% |
| Johnson & JohnsonJNJ | 1.1% | $148m | 580,833 | -2% |
| Applied Industrial TechnologiesAIT | 1.1% | $145m | 427,345 | -3% |
| Watts Water TechnologiesWTS | 1.1% | $144m | 368,967 | -3% |
| Cincinnati FinancialCINF | 1.0% | $137m | 737,311 | -2% |
| LittelfuseLFUS | 1.0% | $136m | 298,327 | +2% |
| QualysQLYS | 1.0% | $135m | 984,889 | -3% |
| Cisco SystemsCSCO | 1.0% | $135m | 1,147,532 | -10% |
| Globus MedicalGMED | 0.9% | $124m | 1,573,361 | +25% |
| Commerce BancsharesCBSH | 0.9% | $122m | 2,114,015 | +9% |
| Cullen/frost BankersCFR | 0.9% | $113m | 732,331 | -24% |
| KLAKLAC | 0.9% | $112m | 370,140 | -5% |
| Badger MeterBMI | 0.8% | $108m | 728,961 | +38% |
| Mettler Toledo InternationalMTD | 0.8% | $108m | 84,386 | +102% |
| Jazz PharmaceuticalsJAZZ | 0.8% | $107m | 443,123 | -9% |
| Costco WholesaleCOST | 0.8% | $104m | 110,811 | Held |
| Acuity Inc. (de)AYI | 0.8% | $102m | 270,642 | +7% |
| ChubbCB | 0.8% | $102m | 298,391 | -2% |
| International BancsharesIBOC | 0.8% | $99m | 1,306,605 | +20% |
| Choice Hotels InternationalCHH | 0.8% | $99m | 898,930 | -3% |
| Cavco IndustriesCVCO | 0.7% | $96m | 155,713 | +11% |
| NetAppNTAP | 0.7% | $95m | 615,074 | -3% |
| Essential UtilitiesWTRG | 0.7% | $94m | 2,463,461 | Held |
| DeereDE | 0.7% | $94m | 148,568 | -4% |
| ChemedCHE | 0.7% | $94m | 201,275 | Held |
| STAG IndustrialSTAG | 0.7% | $93m | 2,440,479 | -4% |
| StrykerSYK | 0.7% | $92m | 293,589 | +5% |
| Sprouts Farmers MarketSFM | 0.7% | $92m | 1,085,030 | +6% |
| Ross StoresROST | 0.7% | $91m | 426,717 | -11% |
| A10 NetworksATEN | 0.7% | $90m | 2,416,808 | +11% |
| Automatic Data ProcessingADP | 0.7% | $90m | 401,279 | Held |
| Snap-onSNA | 0.7% | $90m | 222,681 | Held |
| UFP TechnologiesUFPT | 0.7% | $89m | 336,278 | +6% |
| IdexIEX | 0.7% | $89m | 390,195 | -14% |
| NordsonNDSN | 0.7% | $89m | 293,381 | -3% |
| SEI InvestmentsSEIC | 0.7% | $87m | 991,300 | -5% |
| Halozyme TherapeuticsHALO | 0.6% | $85m | 1,083,062 | +59% |
| Medpace HoldingsMEDP | 0.6% | $82m | 155,517 | +11% |
| Union PacificUNP | 0.6% | $81m | 298,657 | -4% |
| Jones Lang LasalleJLL | 0.6% | $81m | 261,620 | -3% |
| ONE GasOGS | 0.6% | $81m | 1,045,444 | -4% |
| Antero MidstreamAM | 0.6% | $79m | 3,451,218 | Held |
| Lincoln Electric HoldingsLECO | 0.6% | $78m | 295,611 | -3% |
| AllegionALLE | 0.6% | $78m | 555,495 | Held |
| BJ's Wholesale Club HoldingsBJ | 0.6% | $77m | 882,941 | -3% |
| American ExpressAXP | 0.6% | $76m | 224,471 | Held |
| Power IntegrationsPOWI | 0.6% | $74m | 882,471 | +53% |
| F5FFIV | 0.6% | $74m | 177,380 | Held |
| Expeditors International of WashingtonEXPD | 0.5% | $72m | 442,135 | -2% |
| American Financial GroupAFG | 0.5% | $71m | 509,809 | -3% |
| W.W. GraingerGWW | 0.5% | $71m | 52,153 | -3% |
| IdacorpIDA | 0.5% | $71m | 467,365 | -3% |
| PepsiCoPEP | 0.5% | $70m | 514,132 | Held |
| VeraltoVLTO | 0.5% | $69m | 778,667 | +156% |
| RPM InternationalRPM | 0.5% | $68m | 613,484 | -3% |
| Axcelis TechnologiesACLS | 0.5% | $68m | 359,256 | -5% |
| SyscoSYY | 0.5% | $67m | 806,060 | -9% |
| Charles River Laboratories InternationalCRL | 0.5% | $66m | 288,917 | Held |
| Williams SonomaWSM | 0.5% | $64m | 275,152 | +19% |
| SterisSTE | 0.5% | $63m | 300,450 | -2% |
| UnitedHealth GroupUNH | 0.5% | $63m | 151,891 | Held |
| PlexusPLXS | 0.5% | $63m | 208,024 | -30% |
| Texas RoadhouseTXRH | 0.5% | $61m | 316,558 | +37% |
| Magnolia Oil & GasMGY | 0.5% | $61m | 2,384,760 | -26% |
| Procter & GamblePG | 0.5% | $60m | 407,243 | Held |
| Valmont IndustriesVMI | 0.4% | $59m | 101,945 | +9% |
| ON SemiconductorON | 0.4% | $59m | 622,620 | -40% |
| DynatraceDT | 0.4% | $58m | 1,310,606 | +17% |
| MerckMRK | 0.4% | $57m | 447,062 | Held |
| TE ConnectivityTEL | 0.4% | $57m | 282,282 | Held |
| Amazon.comAMZN | 0.4% | $56m | 236,568 | Held |
| Factset Research SystemsFDS | 0.4% | $56m | 242,449 | -5% |
| Cboe Global MktsCBOE | 0.4% | $56m | 228,885 | -3% |
| Northern TrustNTRS | 0.4% | $55m | 313,875 | -24% |
| BallBALL | 0.4% | $54m | 870,804 | +32% |
| East West BancorpEWBC | 0.4% | $54m | 418,269 | -18% |
| Meta PlatformsMETA | 0.4% | $54m | 95,112 | Held |
| Landstar SystemLSTR | 0.4% | $53m | 255,425 | -5% |
| AutozoneAZO | 0.4% | $53m | 16,480 | Held |
| Avery DennisonAVY | 0.4% | $51m | 314,528 | -3% |
| Illinois Tool WorksITW | 0.4% | $50m | 186,437 | Held |
| New York TimesNYT | 0.4% | $50m | 711,314 | -4% |
| Camden Property TrustCPT | 0.4% | $50m | 434,506 | Held |
| MSC Industrial DirectMSM | 0.4% | $49m | 415,440 | -15% |
| MascoMAS | 0.4% | $49m | 602,943 | -16% |
| Lamar AdvertisingLAMR | 0.4% | $49m | 312,768 | Held |
| Jack Henry & AssociatesJKHY | 0.4% | $49m | 353,727 | -3% |
| Atmos EnergyATO | 0.4% | $48m | 281,447 | -13% |
| OracleORCL | 0.4% | $48m | 327,287 | -8% |
| AccentureACN | 0.4% | $48m | 384,125 | -4% |
Showing the largest 100 of 396.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 6.3% since 30 June 2025.
Where the money is
Technology21.6%
Industrials18.6%
Financial services15.0%
Health care13.0%
Retail & consumer6.8%
Media & telecom5.5%
Materials4.7%
Everyday goods4.3%
Utilities3.6%
Real estate2.8%
Energy2.0%
Other1.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.