Boston Trust Walden Corp

CIK

1534866

Location

BOSTON, MA

Portfolio Value

Large $11,794,748,413

Diversification

Diversified

Filing Date

Global Rank

#384 / 8,605 ▼ 7 · as of Mar 2026

Top Industry

Software - Infrastructure 7.3%

3Y Alpha vs SPY

-9.0%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+39.4%

SPY

+76.5%

Annualised alpha

-9.1%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

342 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

3.2%

−0.6 pts

Top 5

11.8%

−1.3 pts

Top 10

18.4%

−1.3 pts

HHI

Diversified−8

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	22.8%	$2,690,311,708	59
Industrials	16.7%	$1,964,282,014	57
Financial Services	15.2%	$1,787,232,827	55
Healthcare	14.2%	$1,674,396,769	50
Consumer Cyclical	9.0%	$1,059,513,199	34
Consumer Defensive	6.0%	$707,394,861	27
Energy	4.1%	$486,095,475	12
Utilities	4.0%	$467,325,009	15
Communication Services	3.8%	$444,103,494	10
Real Estate	3.0%	$353,681,816	9
Basic Materials	1.3%	$155,148,271	10
Unclassified	0.0%	$5,262,970	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ON	On Semiconductor Corp	+871,786	1,038,146	$64,282,000
BALL	BALL Corp	+560,734	659,491	$38,982,512
SMPL	Simply Good Foods Co	+330,330	3,635,464	$52,168,907
VLTO	Veralto Corp	+283,366	304,735	$26,944,667
NFLX	Netflix Inc	+226,903	370,093	$35,584,441
DIS	Walt Disney Co	+196,810	205,300	$19,786,813
MAS	Masco Corp /De/	+195,509	713,598	$43,079,910
SFM	Sprouts Farmers Market, Inc.	+176,859	1,025,355	$79,085,630
NTAP	NetApp, Inc.	+142,073	631,452	$64,654,370
GPC	Genuine Parts Co	+122,780	401,604	$42,469,622
HRB	H&R Block Inc	+118,927	895,236	$28,414,790
JAZZ	Jazz Pharmaceuticals plc	+94,750	488,661	$92,381,361
WM	Waste Management Inc	+91,629	98,451	$22,623,054
UFPT	Ufp Technologies Inc	+84,396	317,072	$61,385,139
CWST	Casella Waste Systems Inc	+73,120	384,785	$30,528,841
PCTY	Paylocity Holding Corp	+68,330	226,283	$24,447,614
USB	US Bancorp De	+67,160	163,206	$8,488,344
LRCX	Lam Research Corp	+62,990	64,950	$13,877,217
AFG	American Financial Group Inc	+56,046	525,691	$67,135,997
ETN	Eaton Corp plc	+55,252	58,793	$21,028,492
LIN	Linde PLC	+48,097	63,141	$31,302,782
ALLE	Allegion plc	+42,660	566,792	$82,349,209
LFUS	Littelfuse Inc /De	+37,126	291,393	$98,884,214
PAYC	Paycom Software, Inc.	+33,537	345,954	$42,047,248
CVLT	Commvault Systems Inc	+24,094	270,027	$21,032,402
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EXLS	ExlService Holdings, Inc.	−1,703,811	904,225	$27,533,650
MGY	Magnolia Oil & Gas Corp	−940,179	3,227,906	$101,904,992
CSGS	Csg Systems International Inc	−661,846	2,820	$225,430
SLGN	Silgan Holdings Inc	−619,895	913,884	$35,458,699
CMCSA	Comcast Corp	−494,065	433,139	$12,435,420
DCI	DONALDSON Co INC	−492,163	1,900,416	$161,288,305
DLB	Dolby Laboratories, Inc.	−435,704	449,530	$26,998,771
TER	Teradyne, Inc	−416,012	35,741	$10,595,776
AM	Antero Midstream Corp	−274,146	3,431,551	$78,239,362
ATEN	A10 Networks, Inc.	−267,388	2,173,261	$50,245,794
STAG	STAG Industrial, Inc.	−263,193	2,549,987	$91,952,531
NYT	New York Times Co	−253,242	744,238	$62,315,047
FELE	Franklin Electric Co Inc	−158,305	415,952	$38,338,295
FCPT	Four Corners Property Trust, Inc.	−154,738	1,239,360	$29,310,863
CBSH	Commerce Bancshares Inc /Mo/	−150,492	1,934,136	$95,159,490
PRGS	Progress Software Corp /Ma	−149,422	1,720,324	$44,126,309
AMPH	Amphastar Pharmaceuticals, Inc.	−142,477	944,789	$18,508,415
AMAT	Applied Materials Inc /De	−116,624	284,603	$97,274,458
GMED	Globus Medical Inc	−113,077	1,254,910	$108,123,045
IBOC	International Bancshares Corp	−104,155	1,087,661	$73,188,707
ATMU	Atmus Filtration Technologies Inc.	−102,898	750,579	$42,610,369
HALO	Halozyme Therapeutics, Inc.	−102,272	679,563	$43,920,156
WHD	Cactus, Inc.	−100,230	938,486	$44,456,081
QLYS	Qualys, Inc.	−93,512	1,010,376	$88,761,531
APD	Air Products & Chemicals, Inc.	−92,496	95,757	$27,816,450
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
ESAB	ESAB Corp	239,607	$23,160,412
MMSI	Merit Medical Systems Inc	277,209	$19,108,016
EVR	Evercore Inc.	61,316	$18,303,439
AAMI	Acadian Asset Management Inc.	281,604	$15,324,889
KEYS	Keysight Technologies, Inc.	22,224	$6,275,390
IDXX	Idexx Laboratories Inc /De	10,645	$5,981,318
HTO	H2o America	82,722	$4,853,299
AMCR	Amcor plc	26,713	$1,061,841
IQV	Iqvia Holdings Inc.	2,600	$443,404
WDC	Western Digital Corp	1,000	$270,490
PPG	Ppg Industries Inc	2,416	$258,222
UNFI	United Natural Foods Inc	5,400	$243,324
FITB	Fifth Third Bancorp	5,224	$242,707
SNDK	Sandisk Corp	333	$211,568
SOLS	Solstice Advanced Materials Inc.	2,672	$203,499
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
AKAM	Akamai Technologies Inc	348,956	$30,446,411
GPK	Graphic Packaging Holding Co	1,447,475	$21,798,972
OTIS	Otis Worldwide Corp	3,698	$323,020
NVS	Novartis AG	2,096	$288,975
MANH	Manhattan Associates Inc	1,400	$242,634
SOLV	Solventum Corp	2,774	$219,811
FSLR	First Solar, Inc.	835	$218,127
AIG	American International Group, Inc.	2,500	$213,875
ROK	Rockwell Automation, Inc	538	$209,319
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

342 positions · $11,794,748,413 total · as of Mar 31, 2026

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

Showing 1–50 of 342 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	1,490,524	-60,666	$378,280,085	−10.3%	3.21%
MSFT	Microsoft Corp Technology	Reduced	969,161	-31,579	$358,754,327	−25.9%	3.04%
GOOGL	Alphabet Inc. Communication Services	Reduced	859,244	-84,944	$247,084,204	−16.4%	2.09%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	739,677	-42,537	$217,583,385	−13.7%	1.84%
NVDA	Nvidia Corp Technology	Reduced	1,102,397	-13,508	$192,258,036	−7.6%	1.63%
ATR	Aptargroup, Inc. Healthcare	Reduced	1,349,489	-65,230	$170,062,602	−1.4%	1.44%
DCI	DONALDSON Co INC Industrials	Reduced	1,900,416	-492,163	$161,288,305	−24.0%	1.37%
HUBB	Hubbell Inc Industrials	Reduced	327,969	-14,444	$160,947,506	+5.8%	1.36%
JNJ	Johnson & Johnson Healthcare	Reduced	594,061	-74,565	$145,212,270	+4.9%	1.23%
V	Visa Inc. Financial Services	Reduced	476,259	-17,417	$143,944,519	−16.9%	1.22%
CFR	Cullen/Frost Bankers, Inc. Financial Services	Reduced	967,849	-75,905	$132,672,740	+0.4%	1.12%
CINF	Cincinnati Financial Corp Financial Services	Reduced	755,847	-19,366	$118,932,524	−6.1%	1.01%
AIT	Applied Industrial Technologies Inc Industrials	Reduced	439,436	-44,624	$116,591,159	−6.2%	0.99%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	112,809	-2,969	$112,406,271	+12.6%	0.95%
WTS	Watts Water Technologies Inc Industrials	Reduced	379,024	-58,692	$110,026,876	−8.9%	0.93%
GMED	Globus Medical Inc Healthcare	Reduced	1,254,910	-113,077	$108,123,045	−9.5%	0.92%
ROST	Ross Stores, Inc. Consumer Cyclical	Reduced	481,674	-69,373	$104,345,037	+5.1%	0.88%
XOM	Exxon Mobil Corp Energy	Reduced	606,423	-50,504	$102,885,725	+30.1%	0.87%
MGY	Magnolia Oil & Gas Corp Energy	Reduced	3,227,906	-940,179	$101,904,992	+11.7%	0.86%
WTRG	Essential Utilities, Inc. Utilities	Reduced	2,481,448	-77,242	$99,927,910	+1.8%	0.85%
CB	Chubb Ltd Financial Services	Reduced	305,399	-21,956	$99,538,695	−2.6%	0.84%
LFUS	Littelfuse Inc /De Technology	Added	291,393	+37,126	$98,884,214	+53.8%	0.84%
CSCO	Cisco Systems, Inc. Technology	Reduced	1,271,154	-53,788	$98,628,838	−3.4%	0.84%
AMAT	Applied Materials Inc /De Technology	Reduced	284,603	-116,624	$97,274,458	−5.7%	0.82%
CHH	Choice Hotels International Inc /De Consumer Cyclical	Reduced	930,762	-60,643	$96,333,867	+2.0%	0.82%
CBSH	Commerce Bancshares Inc /Mo/ Financial Services	Reduced	1,934,136	-150,492	$95,159,490	−12.8%	0.81%
OGS	ONE Gas, Inc. Utilities	Reduced	1,086,259	-17,473	$93,559,487	+9.7%	0.79%
JAZZ	Jazz Pharmaceuticals plc Healthcare	Added	488,661	+94,750	$92,381,361	+38.0%	0.78%
SYK	Stryker Corp Healthcare	Reduced	280,004	-1,797	$92,006,513	−7.1%	0.78%
STAG	STAG Industrial, Inc. Real Estate	Reduced	2,549,987	-263,193	$91,952,531	−11.1%	0.78%
BJ	BJ's Wholesale Club Holdings, Inc. Consumer Defensive	Reduced	912,392	-11,897	$89,797,620	+7.9%	0.76%
QLYS	Qualys, Inc. Technology	Reduced	1,010,376	-93,512	$88,761,531	−39.5%	0.75%
DE	Deere & Co Industrials	Reduced	155,376	-7,448	$87,523,300	+15.5%	0.74%
IEX	Idex Corp /De/ Industrials	Reduced	452,714	-9,989	$85,811,938	+4.2%	0.73%
ADP	Automatic Data Processing Inc Technology	Reduced	409,225	-8,933	$83,146,335	−22.7%	0.70%
COO	Cooper Companies, Inc. Healthcare	Reduced	1,159,562	-77,917	$82,908,683	−18.3%	0.70%
ALLE	Allegion plc Industrials	Added	566,792	+42,660	$82,349,209	−1.3%	0.70%
SNA	Snap-on Inc Industrials	Added	226,007	+8,254	$82,090,261	+9.4%	0.70%
JLL	Jones Lang Lasalle Inc Real Estate	Reduced	268,483	-7,740	$81,704,746	−12.1%	0.69%
SEIC	Sei Investments Co Financial Services	Reduced	1,039,731	-45,059	$81,587,691	−8.3%	0.69%
BMI	Badger Meter Inc Technology	Added	530,169	+22,477	$80,771,247	−8.8%	0.68%
PEP	Pepsico Inc Consumer Defensive	Reduced	518,122	-33,488	$80,459,164	+1.6%	0.68%
NDSN	Nordson Corp Industrials	Reduced	301,761	-47,413	$80,286,531	−4.4%	0.68%
ACN	Accenture plc Technology	Reduced	401,133	-19,742	$79,540,662	−29.6%	0.67%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	Added	1,025,355	+176,859	$79,085,630	+17.0%	0.67%
AM	Antero Midstream Corp Energy	Reduced	3,431,551	-274,146	$78,239,362	+18.7%	0.66%
CHE	Chemed Corp Healthcare	Reduced	205,197	-16,044	$77,511,114	−18.1%	0.66%
LECO	Lincoln Electric Holdings Inc Industrials	Added	305,870	+2,115	$76,186,099	+4.7%	0.65%
UNP	Union Pacific Corp Industrials	Reduced	309,931	-12,354	$75,195,458	+0.9%	0.64%
IBOC	International Bancshares Corp Financial Services	Reduced	1,087,661	-104,155	$73,188,707	−7.6%	0.62%