Boston Trust Walden Corp

CIK

1534866

Location

BOSTON, MA

Portfolio Value

Large $12,721,698,825

Diversification

Diversified

Filing Date

Global Rank

#32 / 2,968 ▲ 352

Top Industry

Software - Infrastructure 6.9%

3Y Alpha vs SPY

-8.2%

Period ended 29 days ago

Filed Jul 24, 2026 · 5d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+35.6%

SPY

+67.9%

Annualised alpha

-8.2%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

349 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

3.3%

+0.1 pts

Top 5

12.3%

+0.5 pts

Top 10

18.7%

+0.3 pts

HHI

Diversified+3

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	24.7%	$3,144,453,491	61
Industrials	17.5%	$2,225,314,509	61
Financial Services	15.6%	$1,978,239,252	58
Healthcare	14.7%	$1,875,148,745	50
Consumer Cyclical	8.7%	$1,102,246,122	33
Consumer Defensive	4.8%	$610,437,713	26
Communication Services	3.6%	$460,294,365	11
Utilities	3.4%	$431,815,011	15
Real Estate	2.9%	$372,927,721	9
Energy	2.4%	$310,360,696	11
Basic Materials	1.6%	$204,463,513	11
Unclassified	0.0%	$5,997,687	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VLTO	Veralto Corp	+473,932	778,667	$69,052,188
HALO	Halozyme Therapeutics, Inc.	+403,499	1,083,062	$84,771,262
KLAC	Kla Corp	+331,312	370,140	$111,674,938
GMED	Globus Medical Inc	+318,451	1,573,361	$124,311,252
POWI	Power Integrations Inc	+304,866	882,471	$73,915,770
PIPR	Piper Sandler Companies	+271,399	437,008	$31,613,158
ATEN	A10 Networks, Inc.	+243,547	2,416,808	$90,291,946
IBOC	International Bancshares Corp	+218,944	1,306,605	$99,236,649
BKNG	Booking Holdings Inc.	+214,135	223,480	$39,833,074
BALL	BALL Corp	+211,313	870,804	$54,338,169
BMI	Badger Meter Inc	+198,792	728,961	$108,163,232
MMSI	Merit Medical Systems Inc	+195,647	472,856	$32,787,834
DT	Dynatrace, Inc.	+187,833	1,310,606	$57,548,709
CBSH	Commerce Bancshares Inc /Mo/	+179,879	2,114,015	$122,084,365
NVDA	Nvidia Corp	+160,300	1,262,697	$252,653,042
DIS	Walt Disney Co	+102,408	307,708	$29,616,895
APH	Amphenol Corp /De/	+89,925	94,984	$16,747,578
TXRH	Texas Roadhouse, Inc.	+85,728	316,558	$61,168,501
AVGO	Broadcom Inc.	+83,335	107,948	$40,777,356
HAE	Haemonetics Corp	+83,263	585,148	$43,886,100
SRCE	1St Source Corp	+62,664	386,741	$31,550,330
SFM	Sprouts Farmers Market, Inc.	+59,675	1,085,030	$91,771,837
CL	Colgate Palmolive Co	+58,190	218,500	$20,032,079
EVR	Evercore Inc.	+54,515	115,831	$39,549,335
WSM	Williams Sonoma Inc	+43,875	275,152	$64,137,931
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SMPL	Simply Good Foods Co	−1,847,699	1,787,765	$23,741,518
MKC	Mccormick & Co Inc	−909,811	150,516	$7,589,016
COO	Cooper Companies, Inc.	−862,860	296,702	$21,276,499
MGY	Magnolia Oil & Gas Corp	−843,146	2,384,760	$61,002,160
DOX	Amdocs Ltd	−587,930	54,635	$2,761,252
AOS	Smith A O Corp	−462,931	587,999	$36,879,296
ON	On Semiconductor Corp	−415,526	622,620	$58,862,494
EXLS	ExlService Holdings, Inc.	−410,408	493,817	$12,770,107
CMCSA	Comcast Corp	−334,862	98,277	$2,412,700
CHKP	Check Point Software Technologies Ltd	−282,207	8,716	$1,145,543
CFR	Cullen/Frost Bankers, Inc.	−235,518	732,331	$113,159,785
HRB	H&R Block Inc	−221,441	673,795	$25,658,112
WHD	Cactus, Inc.	−127,864	810,622	$41,528,164
CSCO	Cisco Systems, Inc.	−123,622	1,147,532	$134,789,108
MZTI	Marzetti Co	−116,424	116,172	$13,262,195
MAS	Masco Corp /De/	−110,655	602,943	$49,061,471
STAG	STAG Industrial, Inc.	−109,508	2,440,479	$92,884,630
FTNT	Fortinet, Inc.	−98,951	280,603	$43,106,232
NTRS	Northern Trust Corp	−98,617	313,875	$54,564,029
EWBC	East West Bancorp Inc	−91,355	418,269	$53,994,345
PLXS	Plexus Corp	−88,455	208,024	$62,546,575
MRSH	Marsh & Mclennan Companies, Inc.	−86,004	111,296	$18,549,703
IDCC	InterDigital, Inc.	−76,735	1,468	$415,634
SYY	Sysco Corp	−74,887	806,060	$67,370,494
SLGN	Silgan Holdings Inc	−74,373	839,511	$38,944,914
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
LII	Lennox International Inc	74,694	$42,795,927
BCPC	Balchem Corp	191,383	$32,334,157
WST	West Pharmaceutical Services Inc	81,231	$29,161,929
NXPI	NXP Semiconductors N.V.	55,669	$15,644,658
HONA	Honeywell Aerospace Inc.	6,607	$1,458,825
KKR	KKR & Co. Inc.	5,961	$547,100
GLW	Corning Inc /Ny	1,450	$370,373
TTWO	Take Two Interactive Software Inc	1,270	$317,474
ROK	Rockwell Automation, Inc	538	$266,353
TSM	Taiwan Semiconductor Manufacturing Co Ltd	460	$219,682
CNI	Canadian National Railway Co	1,820	$217,016
ANET	Arista Networks, Inc.	1,232	$209,292
TFC	Truist Financial Corp	4,044	$201,472
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	606,423	$102,885,725
PRGS	Progress Software Corp /Ma	1,720,324	$44,126,309
AMPH	Amphastar Pharmaceuticals, Inc.	944,789	$18,508,415
LULU	lululemon athletica inc.	88,335	$13,524,088
CSGS	Csg Systems International Inc	2,820	$225,430
FISV	Fiserv Inc	4,035	$225,153
INGR	Ingredion Inc	1,978	$222,841
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

349 tracked positions · $12,721,698,825 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 349 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	1,452,559	-37,965	$420,312,471	+11.1%	3.30%
MSFT	Microsoft Corp Technology	Reduced	961,305	-7,856	$358,585,990	−0.0%	2.82%
GOOGL	Alphabet Inc. Communication Services	Reduced	812,426	-46,818	$290,336,678	+17.5%	2.28%
NVDA	Nvidia Corp Technology	Added	1,262,697	+160,300	$252,653,042	+31.4%	1.99%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	726,541	-13,136	$237,818,664	+9.3%	1.87%
AMAT	Applied Materials Inc /De Technology	Reduced	231,137	-53,466	$167,112,051	+71.8%	1.31%
DCI	DONALDSON Co INC Industrials	Reduced	1,846,607	-53,809	$165,769,909	+2.8%	1.30%
HUBB	Hubbell Inc Industrials	Reduced	316,270	-11,699	$165,472,463	+2.8%	1.30%
ATR	Aptargroup, Inc. Healthcare	Reduced	1,303,726	-45,763	$163,226,494	−4.0%	1.28%
V	Visa Inc. Financial Services	Reduced	466,632	-9,627	$160,096,772	+11.2%	1.26%
JNJ	Johnson & Johnson Healthcare	Reduced	580,833	-13,228	$147,514,156	+1.6%	1.16%
AIT	Applied Industrial Technologies Inc Industrials	Reduced	427,345	-12,091	$144,506,710	+23.9%	1.14%
WTS	Watts Water Technologies Inc Industrials	Reduced	368,967	-10,057	$144,432,131	+31.3%	1.14%
CINF	Cincinnati Financial Corp Financial Services	Reduced	737,311	-18,536	$136,505,758	+14.8%	1.07%
LFUS	Littelfuse Inc /De Technology	Added	298,327	+6,934	$135,837,232	+37.4%	1.07%
QLYS	Qualys, Inc. Technology	Reduced	984,889	-25,487	$135,412,388	+52.6%	1.06%
CSCO	Cisco Systems, Inc. Technology	Reduced	1,147,532	-123,622	$134,789,108	+36.7%	1.06%
GMED	Globus Medical Inc Healthcare	Added	1,573,361	+318,451	$124,311,252	+15.0%	0.98%
CBSH	Commerce Bancshares Inc /Mo/ Financial Services	Added	2,114,015	+179,879	$122,084,365	+28.3%	0.96%
CFR	Cullen/Frost Bankers, Inc. Financial Services	Reduced	732,331	-235,518	$113,159,785	−14.7%	0.89%
KLAC	Kla Corp Technology	Added	370,140	+331,312	$111,674,938	+95.3%	0.88%
BMI	Badger Meter Inc Technology	Added	728,961	+198,792	$108,163,232	+33.9%	0.85%
MTD	Mettler Toledo International Inc/ Healthcare	Added	84,386	+42,690	$107,803,957	+105.0%	0.85%
JAZZ	Jazz Pharmaceuticals plc Healthcare	Reduced	443,123	-45,538	$106,779,348	+15.6%	0.84%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	110,811	-1,998	$103,660,365	−7.8%	0.81%
AYI	Acuity Inc. (De) Industrials	Added	270,642	+17,911	$101,940,015	+43.9%	0.80%
CB	Chubb Ltd Financial Services	Reduced	298,391	-7,008	$101,673,748	+2.1%	0.80%
IBOC	International Bancshares Corp Financial Services	Added	1,306,605	+218,944	$99,236,649	+35.6%	0.78%
CHH	Choice Hotels International Inc /De Consumer Cyclical	Reduced	898,930	-31,832	$99,125,010	+2.9%	0.78%
CVCO	Cavco Industries, Inc. Consumer Cyclical	Added	155,713	+15,930	$95,666,952	+41.3%	0.75%
NTAP	NetApp, Inc. Technology	Reduced	615,074	-16,378	$95,188,852	+47.2%	0.75%
WTRG	Essential Utilities, Inc. Utilities	Reduced	2,463,461	-17,987	$94,375,190	−5.6%	0.74%
DE	Deere & Co Industrials	Reduced	148,568	-6,808	$94,241,139	+7.7%	0.74%
CHE	Chemed Corp Healthcare	Reduced	201,275	-3,922	$93,741,817	+20.9%	0.74%
STAG	STAG Industrial, Inc. Real Estate	Reduced	2,440,479	-109,508	$92,884,630	+1.0%	0.73%
SYK	Stryker Corp Healthcare	Added	293,589	+13,585	$92,433,559	+0.5%	0.73%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	Added	1,085,030	+59,675	$91,771,837	+16.0%	0.72%
ROST	Ross Stores, Inc. Consumer Cyclical	Reduced	426,717	-54,957	$90,826,713	−13.0%	0.71%
ATEN	A10 Networks, Inc. Technology	Added	2,416,808	+243,547	$90,291,946	+79.7%	0.71%
ADP	Automatic Data Processing Inc Technology	Reduced	401,279	-7,946	$89,866,431	+8.1%	0.71%
SNA	Snap-on Inc Industrials	Reduced	222,681	-3,326	$89,606,834	+9.2%	0.70%
UFPT	Ufp Technologies Inc Healthcare	Added	336,278	+19,206	$89,157,385	+45.2%	0.70%
IEX	Idex Corp /De/ Industrials	Reduced	390,195	-62,519	$88,554,755	+3.2%	0.70%
NDSN	Nordson Corp Industrials	Reduced	293,381	-8,380	$88,510,113	+10.2%	0.70%
SEIC	Sei Investments Co Financial Services	Reduced	991,300	-48,431	$86,946,922	+6.6%	0.68%
HALO	Halozyme Therapeutics, Inc. Healthcare	Added	1,083,062	+403,499	$84,771,262	+93.0%	0.67%
MEDP	Medpace Holdings, Inc. Healthcare	Added	155,517	+14,907	$82,360,247	+22.0%	0.65%
UNP	Union Pacific Corp Industrials	Reduced	298,657	-11,274	$81,234,704	+8.0%	0.64%
JLL	Jones Lang Lasalle Inc Real Estate	Reduced	261,620	-6,863	$81,089,118	−0.8%	0.64%
OGS	ONE Gas, Inc. Utilities	Reduced	1,045,444	-40,815	$80,572,368	−13.9%	0.63%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.