Boston Trust Walden Corp

CIK

1534866

Location

BOSTON, MA

Portfolio Value

Large $13,133,395,017

Diversification

Diversified

Reports for

BOSTON TRUST WALDEN NATIONAL ASSOCIATION Boston Trust Walden Inc.

Files via

ABN AMRO INVESTMENT SOLUTIONS

Filing Date

Global Rank

#456 / 8,818 ▼ 21

Top Industry

Software - Infrastructure 6.8%

Period ended 4 months ago

Filed Jul 24, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 20.1%, 107.8 effective positions, active share 67.5% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

17.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.8 quarters (12+), a floor since 62.8% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 67.5%; sector active share 19.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

4.2%

+0.3 pts

Top 5

13.9%

+0.5 pts

Top 10

20.1%

+0.4 pts

HHI

Diversified+4

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	23.9%	$3,144,453,491	61
Industrials	16.9%	$2,225,316,359	61
Financial Services	15.1%	$1,980,551,775	59
Healthcare	14.3%	$1,875,148,745	50
Consumer Cyclical	8.4%	$1,102,246,122	33
Communication Services	5.5%	$722,486,778	12
Consumer Defensive	4.7%	$610,820,993	27
Utilities	3.3%	$431,991,303	15
Real Estate	2.8%	$372,927,723	9
Energy	2.4%	$310,360,696	11
Basic Materials	1.6%	$204,463,513	11
Unclassified	1.2%	$152,627,519	47

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	+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	+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
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	+62,854	460,280	$37,899,455
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
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	−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

17 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	$1,460,675
KKR	KKR & Co. Inc.	5,961	$547,100
GLW	Corning Inc	1,450	$370,373
TTWO	Take Two Interactive Software Inc	1,270	$317,474
ROK	Rockwell Automation, Inc	538	$266,353
XT	iShares Future Exponential Technologies ETF	2,746	$226,901
TSM	Taiwan Semiconductor Manufacturing Co Ltd	460	$219,682
CNI	Canadian National Railway Co	1,820	$217,016
VPL	VANGUARD PACIFIC STOCK INDEX FUND	1,850	$214,026
NZAC	State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF	4,573	$209,964
ANET	Arista Networks, Inc.	1,232	$209,292
TFC	Truist Financial Corp	4,044	$201,472
—		1,297	$200,127
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	606,423	$102,885,725
PRGS	Progress Software Corp	1,720,324	$44,126,309
AMPH	Amphastar Pharmaceuticals, Inc.	944,789	$18,508,415
LULU	lululemon athletica inc.	88,335	$13,524,088
—		3,548	$730,178
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	2,750	$226,682
—		2,820	$225,431
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

396 tracked positions · $13,133,395,017 total · filing declares 620 positions · $13,133,396,047 · 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 396 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	1,452,559	-37,965	$420,312,471	+11.1%	26+	before history	3.20%
MSFT	Microsoft Corp Technology	Reduced	961,305	-7,856	$358,585,990	−0.0%	26+	before history	2.73%
GOOGL	Alphabet Inc. Communication Services	Reduced	812,426	-46,818	$290,336,678	+17.5%	26+	before history	2.21%
GOOG	Alphabet Inc. Communication Services	Reduced	742,061	-31,127	$262,192,413	+18.2%	26+	before history	2.00%
NVDA	Nvidia Corp Technology	Added	1,262,697	+160,300	$252,653,042	+31.4%	14	unpriced	1.92%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	726,541	-13,136	$237,818,664	+9.3%	26+	before history	1.81%
AMAT	Applied Materials Inc Technology	Reduced	231,137	-53,466	$167,112,051	+71.8%	19	$153.50	1.27%
DCI	DONALDSON Co INC Industrials	Reduced	1,846,607	-53,809	$165,769,909	+2.8%	26+	before history	1.26%
HUBB	Hubbell Inc Industrials	Reduced	316,270	-11,699	$165,472,463	+2.8%	26+	before history	1.26%
ATR	Aptargroup, Inc. Healthcare	Reduced	1,303,726	-45,763	$163,226,494	−4.0%	26+	before history	1.24%
V	Visa Inc. Financial Services	Reduced	466,632	-9,627	$160,096,772	+11.2%	26+	before history	1.22%
JNJ	Johnson & Johnson Healthcare	Reduced	580,833	-13,228	$147,514,156	+1.6%	26+	before history	1.12%
AIT	Applied Industrial Technologies Inc Industrials	Reduced	427,345	-12,091	$144,506,710	+23.9%	26+	before history	1.10%
WTS	Watts Water Technologies Inc Industrials	Reduced	368,967	-10,057	$144,432,131	+31.3%	26+	before history	1.10%
CINF	Cincinnati Financial Corp Financial Services	Reduced	737,311	-18,536	$136,505,758	+14.8%	26+	before history	1.04%
LFUS	Littelfuse Inc Technology	Added	298,327	+6,934	$135,837,232	+37.4%	18	$254.33	1.03%
QLYS	Qualys, Inc. Technology	Reduced	984,889	-25,487	$135,412,388	+52.6%	22	$129.30	1.03%
CSCO	Cisco Systems, Inc. Technology	Reduced	1,147,532	-123,622	$134,789,108	+36.7%	26+	before history	1.03%
GMED	Globus Medical Inc Healthcare	Added	1,573,361	+318,451	$124,311,252	+15.0%	4	$65.08	0.95%
CBSH	Commerce Bancshares Inc Financial Services	Added	2,114,015	+179,879	$122,084,365	+28.3%	26+	before history	0.93%
CFR	Cullen/Frost Bankers, Inc. Financial Services	Reduced	732,331	-235,518	$113,159,785	−14.7%	8	$112.56	0.86%
KLAC	Kla Corp Technology	Added	370,140	+331,312	$111,674,938	+95.3%	10	$66.76	0.85%
BMI	Badger Meter Inc Technology	Added	728,961	+198,792	$108,163,232	+33.9%	26+	before history	0.82%
MTD	Mettler Toledo International Inc Healthcare	Added	84,386	+42,690	$107,803,957	+105.0%	26+	before history	0.82%
JAZZ	Jazz Pharmaceuticals plc Healthcare	Reduced	443,123	-45,538	$106,779,348	+15.6%	6	$129.13	0.81%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	110,811	-1,998	$103,660,365	−7.8%	26+	before history	0.79%
AYI	Acuity Inc. (De) Industrials	Added	270,642	+17,911	$101,940,015	+43.9%	23	$200.67	0.78%
CB	Chubb Ltd Financial Services	Reduced	298,391	-7,008	$101,673,748	+2.1%	26+	before history	0.77%
IBOC	International Bancshares Corp Financial Services	Added	1,306,605	+218,944	$99,236,649	+35.6%	15	$54.51	0.76%
CHH	Choice Hotels International Inc Consumer Cyclical	Reduced	898,930	-31,832	$99,125,010	+2.9%	26+	before history	0.75%
CVCO	Cavco Industries, Inc. Consumer Cyclical	Added	155,713	+15,930	$95,666,952	+41.3%	22	$261.14	0.73%
NTAP	NetApp, Inc. Technology	Reduced	615,074	-16,378	$95,188,852	+47.2%	26+	before history	0.72%
WTRG	Essential Utilities, Inc. Utilities	Reduced	2,463,461	-17,987	$94,375,190	−5.6%	12	$38.20	0.72%
DE	Deere & Co Industrials	Reduced	148,568	-6,808	$94,241,139	+7.7%	26+	before history	0.72%
CHE	Chemed Corp Healthcare	Reduced	201,275	-3,922	$93,741,817	+20.9%	26+	before history	0.71%
STAG	STAG Industrial, Inc. Real Estate	Reduced	2,440,479	-109,508	$92,884,630	+1.0%	26+	before history	0.71%
SYK	Stryker Corp Healthcare	Added	293,589	+13,585	$92,433,559	+0.5%	26+	before history	0.70%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	Added	1,085,030	+59,675	$91,771,837	+16.0%	13	$104.88	0.70%
ROST	Ross Stores, Inc. Consumer Cyclical	Reduced	426,717	-54,957	$90,826,713	−13.0%	26+	before history	0.69%
ATEN	A10 Networks, Inc. Technology	Added	2,416,808	+243,547	$90,291,946	+79.7%	6	$19.64	0.69%
ADP	Automatic Data Processing Inc Technology	Reduced	401,279	-7,946	$89,866,431	+8.1%	26+	before history	0.68%
SNA	Snap-on Inc Industrials	Reduced	222,681	-3,326	$89,606,834	+9.2%	23	$249.40	0.68%
UFPT	Ufp Technologies Inc Healthcare	Added	336,278	+19,206	$89,157,385	+45.2%	7	$250.39	0.68%
IEX	Idex Corp Industrials	Reduced	390,195	-62,519	$88,554,755	+3.2%	16	$192.09	0.67%
NDSN	Nordson Corp Industrials	Reduced	293,381	-8,380	$88,510,113	+10.2%	26+	before history	0.67%
SEIC	Sei Investments Co Financial Services	Reduced	991,300	-48,431	$86,946,922	+6.6%	26+	before history	0.66%
HALO	Halozyme Therapeutics, Inc. Healthcare	Added	1,083,062	+403,499	$84,771,262	+93.0%	9	$56.25	0.65%
MEDP	Medpace Holdings, Inc. Healthcare	Added	155,517	+14,907	$82,360,247	+22.0%	25	$177.36	0.63%
UNP	Union Pacific Corp Industrials	Reduced	298,657	-11,274	$81,234,704	+8.0%	26+	before history	0.62%
JLL	Jones Lang Lasalle Inc Real Estate	Reduced	261,620	-6,863	$81,089,118	−0.8%	26+	before history	0.62%

Showing the top 50 of 396 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.