# Boston Trust Walden Corp

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1534866. Source: https://holderbook.com/funds/1534866-boston-trust-walden-corp/

- Reported value: $13.1B
- Positions: 396
- Weight of the ten largest: 18.9%
- Filed: 2026-07-24

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $420.3M | 1,452,559 | 3.2% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $358.6M | 961,305 | 2.7% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $290.3M | 812,426 | 2.2% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $262.2M | 742,061 | 2.0% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $252.7M | 1,262,697 | 1.9% | 14 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $237.8M | 726,541 | 1.8% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $167.1M | 231,137 | 1.3% | 19 |
| DONALDSON INC | [DCI](https://holderbook.com/stocks/DCI/) | $165.8M | 1,846,607 | 1.3% | 31 |
| HUBBELL INC | [HUBB](https://holderbook.com/stocks/HUBB/) | $165.5M | 316,270 | 1.3% | 31 |
| APTARGROUP INC | [ATR](https://holderbook.com/stocks/ATR/) | $163.2M | 1,303,726 | 1.2% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $160.1M | 466,632 | 1.2% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $147.5M | 580,833 | 1.1% | 31 |
| APPLIED INDL TECHNOLOGIES IN | [AIT](https://holderbook.com/stocks/AIT/) | $144.5M | 427,345 | 1.1% | 31 |
| WATTS WATER TECHNOLOGIES INC | [WTS](https://holderbook.com/stocks/WTS/) | $144.4M | 368,967 | 1.1% | 31 |
| CINCINNATI FINL CORP | [CINF](https://holderbook.com/stocks/CINF/) | $136.5M | 737,311 | 1.0% | 31 |
| LITTELFUSE INC | [LFUS](https://holderbook.com/stocks/LFUS/) | $135.8M | 298,327 | 1.0% | 18 |
| QUALYS INC | [QLYS](https://holderbook.com/stocks/QLYS/) | $135.4M | 984,889 | 1.0% | 22 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $134.8M | 1,147,532 | 1.0% | 31 |
| GLOBUS MED INC | [GMED](https://holderbook.com/stocks/GMED/) | $124.3M | 1,573,361 | 0.9% | 4 |
| COMMERCE BANCSHARES INC | [CBSH](https://holderbook.com/stocks/CBSH/) | $122.1M | 2,114,015 | 0.9% | 31 |
| CULLEN FROST BANKERS INC | [CFR](https://holderbook.com/stocks/CFR/) | $113.2M | 732,331 | 0.9% | 8 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $111.7M | 370,140 | 0.9% | 10 |
| BADGER METER INC | [BMI](https://holderbook.com/stocks/BMI/) | $108.2M | 728,961 | 0.8% | 28 |
| METTLER TOLEDO INTERNATIONAL | [MTD](https://holderbook.com/stocks/MTD/) | $107.8M | 84,386 | 0.8% | 31 |
| JAZZ PHARMACEUTICALS PLC | [JAZZ](https://holderbook.com/stocks/JAZZ/) | $106.8M | 443,123 | 0.8% | 6 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $103.7M | 110,811 | 0.8% | 31 |
| ACUITY INC | [AYI](https://holderbook.com/stocks/AYI/) | $101.9M | 270,642 | 0.8% | 23 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $101.7M | 298,391 | 0.8% | 31 |
| INTERNATIONAL BANCSHARES COR | [IBOC](https://holderbook.com/stocks/IBOC/) | $99.2M | 1,306,605 | 0.8% | 15 |
| CHOICE HOTELS INTL INC | [CHH](https://holderbook.com/stocks/CHH/) | $99.1M | 898,930 | 0.8% | 31 |
| CAVCO INDS INC DEL | [CVCO](https://holderbook.com/stocks/CVCO/) | $95.7M | 155,713 | 0.7% | 22 |
| NETAPP INC | [NTAP](https://holderbook.com/stocks/NTAP/) | $95.2M | 615,074 | 0.7% | 31 |
| ESSENTIAL UTILS INC | [WTRG](https://holderbook.com/stocks/WTRG/) | $94.4M | 2,463,461 | 0.7% | 12 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $94.2M | 148,568 | 0.7% | 31 |
| CHEMED CORP NEW | [CHE](https://holderbook.com/stocks/CHE/) | $93.7M | 201,275 | 0.7% | 31 |
| STAG INDUSTRIAL INC | [STAG](https://holderbook.com/stocks/STAG/) | $92.9M | 2,440,479 | 0.7% | 26 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $92.4M | 293,589 | 0.7% | 31 |
| SPROUTS FMRS MKT INC | [SFM](https://holderbook.com/stocks/SFM/) | $91.8M | 1,085,030 | 0.7% | 13 |
| ROSS STORES INC | [ROST](https://holderbook.com/stocks/ROST/) | $90.8M | 426,717 | 0.7% | 31 |
| A10 NETWORKS INC | [ATEN](https://holderbook.com/stocks/ATEN/) | $90.3M | 2,416,808 | 0.7% | 6 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $89.9M | 401,279 | 0.7% | 31 |
| SNAP ON INC | [SNA](https://holderbook.com/stocks/SNA/) | $89.6M | 222,681 | 0.7% | 23 |
| UFP TECHNOLOGIES INC | [UFPT](https://holderbook.com/stocks/UFPT/) | $89.2M | 336,278 | 0.7% | 7 |
| IDEX CORP | [IEX](https://holderbook.com/stocks/IEX/) | $88.6M | 390,195 | 0.7% | 16 |
| NORDSON CORP | [NDSN](https://holderbook.com/stocks/NDSN/) | $88.5M | 293,381 | 0.7% | 31 |
| SEI INVTS CO | [SEIC](https://holderbook.com/stocks/SEIC/) | $86.9M | 991,300 | 0.7% | 31 |
| HALOZYME THERAPEUTICS INC | [HALO](https://holderbook.com/stocks/HALO/) | $84.8M | 1,083,062 | 0.6% | 9 |
| MEDPACE HLDGS INC | [MEDP](https://holderbook.com/stocks/MEDP/) | $82.4M | 155,517 | 0.6% | 25 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $81.2M | 298,657 | 0.6% | 31 |
| JONES LANG LASALLE INC | [JLL](https://holderbook.com/stocks/JLL/) | $81.1M | 261,620 | 0.6% | 31 |
| ONE GAS INC | [OGS](https://holderbook.com/stocks/OGS/) | $80.6M | 1,045,444 | 0.6% | 31 |
| ANTERO MIDSTREAM CORP | [AM](https://holderbook.com/stocks/AM/) | $78.5M | 3,451,218 | 0.6% | 6 |
| LINCOLN ELEC HLDGS INC | [LECO](https://holderbook.com/stocks/LECO/) | $78.5M | 295,611 | 0.6% | 31 |
| ALLEGION PLC | [ALLE](https://holderbook.com/stocks/ALLE/) | $78.0M | 555,495 | 0.6% | 11 |
| BJS WHSL CLUB HLDGS INC | [BJ](https://holderbook.com/stocks/BJ/) | $77.0M | 882,941 | 0.6% | 15 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $75.9M | 224,471 | 0.6% | 31 |
| POWER INTEGRATIONS INC | [POWI](https://holderbook.com/stocks/POWI/) | $73.9M | 882,471 | 0.6% | 31 |
| F5 INC | [FFIV](https://holderbook.com/stocks/FFIV/) | $73.8M | 177,380 | 0.6% | 31 |
| EXPEDITORS INTL WASH INC | [EXPD](https://holderbook.com/stocks/EXPD/) | $72.1M | 442,135 | 0.5% | 31 |
| AMERICAN FINANCIAL GROUP INC | [AFG](https://holderbook.com/stocks/AFG/) | $71.3M | 509,809 | 0.5% | 31 |
| WW GRAINGER INC | [GWW](https://holderbook.com/stocks/GWW/) | $70.9M | 52,153 | 0.5% | 31 |
| IDACORP INC | [IDA](https://holderbook.com/stocks/IDA/) | $70.7M | 467,365 | 0.5% | 23 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $69.6M | 514,132 | 0.5% | 31 |
| VERALTO CORP | [VLTO](https://holderbook.com/stocks/VLTO/) | $69.1M | 778,667 | 0.5% | 11 |
| RPM INTL INC | [RPM](https://holderbook.com/stocks/RPM/) | $68.2M | 613,484 | 0.5% | 31 |
| AXCELIS TECHNOLOGIES INC | [ACLS](https://holderbook.com/stocks/ACLS/) | $68.1M | 359,256 | 0.5% | 8 |
| SYSCO CORP | [SYY](https://holderbook.com/stocks/SYY/) | $67.4M | 806,060 | 0.5% | 31 |
| CHARLES RIV LABS INTL INC | [CRL](https://holderbook.com/stocks/CRL/) | $65.5M | 288,917 | 0.5% | 31 |
| WILLIAMS SONOMA INC | [WSM](https://holderbook.com/stocks/WSM/) | $64.1M | 275,152 | 0.5% | 31 |
| STERIS PLC | [STE](https://holderbook.com/stocks/STE/) | $63.3M | 300,450 | 0.5% | 30 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $63.1M | 151,891 | 0.5% | 31 |
| PLEXUS CORP | [PLXS](https://holderbook.com/stocks/PLXS/) | $62.5M | 208,024 | 0.5% | 13 |
| TEXAS ROADHOUSE INC | [TXRH](https://holderbook.com/stocks/TXRH/) | $61.2M | 316,558 | 0.5% | 31 |
| MAGNOLIA OIL & GAS CORP | [MGY](https://holderbook.com/stocks/MGY/) | $61.0M | 2,384,760 | 0.5% | 10 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $59.7M | 407,243 | 0.5% | 31 |
| VALMONT INDS INC | [VMI](https://holderbook.com/stocks/VMI/) | $58.9M | 101,945 | 0.4% | 31 |
| ON SEMICONDUCTOR CORP | [ON](https://holderbook.com/stocks/ON/) | $58.9M | 622,620 | 0.4% | 8 |
| DYNATRACE INC | [DT](https://holderbook.com/stocks/DT/) | $57.5M | 1,310,606 | 0.4% | 3 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $57.4M | 447,062 | 0.4% | 31 |
| TE CONNECTIVITY PLC | [TEL](https://holderbook.com/stocks/TEL/) | $56.9M | 282,282 | 0.4% | 8 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $56.4M | 236,568 | 0.4% | 31 |
| FACTSET RESH SYS INC | [FDS](https://holderbook.com/stocks/FDS/) | $55.8M | 242,449 | 0.4% | 31 |
| CBOE GLOBAL MKTS INC | [CBOE](https://holderbook.com/stocks/CBOE/) | $55.5M | 228,885 | 0.4% | 25 |
| NORTHERN TR CORP | [NTRS](https://holderbook.com/stocks/NTRS/) | $54.6M | 313,875 | 0.4% | 31 |
| BALL CORP | [BALL](https://holderbook.com/stocks/BALL/) | $54.3M | 870,804 | 0.4% | 17 |
| EAST WEST BANCORP INC | [EWBC](https://holderbook.com/stocks/EWBC/) | $54.0M | 418,269 | 0.4% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $53.6M | 95,112 | 0.4% | 31 |
| LANDSTAR SYS INC | [LSTR](https://holderbook.com/stocks/LSTR/) | $52.8M | 255,425 | 0.4% | 31 |
| AUTOZONE INC | [AZO](https://holderbook.com/stocks/AZO/) | $52.7M | 16,480 | 0.4% | 31 |
| AVERY DENNISON CORP | [AVY](https://holderbook.com/stocks/AVY/) | $51.1M | 314,528 | 0.4% | 31 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $50.4M | 186,437 | 0.4% | 31 |
| NEW YORK TIMES CO MTN BE | [NYT](https://holderbook.com/stocks/NYT/) | $49.8M | 711,314 | 0.4% | 4 |
| CAMDEN PPTY TR | [CPT](https://holderbook.com/stocks/CPT/) | $49.7M | 434,506 | 0.4% | 12 |
| MSC INDL DIRECT INC | [MSM](https://holderbook.com/stocks/MSM/) | $49.4M | 415,440 | 0.4% | 17 |
| MASCO CORP | [MAS](https://holderbook.com/stocks/MAS/) | $49.1M | 602,943 | 0.4% | 30 |
| LAMAR ADVERTISING CO | [LAMR](https://holderbook.com/stocks/LAMR/) | $48.8M | 312,768 | 0.4% | 31 |
| HENRY JACK & ASSOC INC | [JKHY](https://holderbook.com/stocks/JKHY/) | $48.7M | 353,727 | 0.4% | 31 |
| ATMOS ENERGY CORP | [ATO](https://holderbook.com/stocks/ATO/) | $48.5M | 281,447 | 0.4% | 31 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $48.0M | 327,287 | 0.4% | 31 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $47.8M | 384,125 | 0.4% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.7% | +14.8% | -3.2% | 100% |
| Q1 2026 | -2.8% | -4.6% | +1.8% | 100% |
| Q4 2025 | +1.1% | +2.4% | -1.3% | 100% |
| Q3 2025 | +3.7% | +7.8% | -4.1% | 100% |
| Q2 2025 | +2.4% | +10.5% | -8.0% | 100% |
| Q1 2025 | -3.3% | -4.6% | +1.3% | 100% |
| Q4 2024 | -0.8% | +2.1% | -2.9% | 100% |
| Q3 2024 | +8.1% | +5.4% | +2.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $13.1B | 396 |
| Q1 2026 | $12.2B | 388 |
| Q4 2025 | $13.2B | 383 |
| Q3 2025 | $13.6B | 391 |
| Q2 2025 | $14.0B | 374 |
| Q1 2025 | $13.7B | 372 |
| Q4 2024 | $14.3B | 379 |
| Q3 2024 | $14.4B | 382 |
| Q2 2024 | $13.5B | 378 |
| Q1 2024 | $14.0B | 372 |
| Q4 2023 | $13.3B | 372 |
| Q3 2023 | $11.9B | 360 |