Position in ACLS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$68,061,048
+$32,827,942 QoQ
Shares Held
359,256
-5.1% QoQ
Ownership
1.17%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#2
of 106 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in ACLS Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Boston Trust Walden Corp holds $389,854,458 across 6 Semiconductor Equipment & Materials names. ACLS ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
231,137 | $167,112,051 | |
| 2 | KLAC |
Kla Corp
|
370,140 | $111,674,938 | |
| 3 | ACLS |
Axcelis Technologies Inc
This page
|
359,256 | $68,061,048 | |
| 4 | LRCX |
Lam Research Corp
|
66,424 | $28,783,511 | |
| 5 | TER |
Teradyne, Inc
|
24,507 | $11,857,466 | |
| 6 | ASML |
Asml Holding NV
|
1,189 | $2,365,444 |
All Filings in ACLS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,061,048 | 359,256 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $35,233,106 | 378,525 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $34,364,310 | 427,736 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $44,942,422 | 460,287 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $58,951,537 | 845,911 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $41,043,910 | 826,332 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $57,301,504 | 820,116 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $53,098,870 | 506,427 | Shares | Defined | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||