Boston Trust Walden Corp
Sector Allocation
- Technology32.0%$4.2B
- Financials14.8%$1.9B
- Industrials13.5%$1.8B
- Healthcare13.3%$1.7B
- Consumer Discretionary8.3%$1.1B
- Consumer Staples4.1%$543.5M
- Energy3.6%$476.5M
- Materials3.0%$397.9M
- Real Estate2.9%$374.1M
- Utilities2.5%$323.9M
AUM History
13fpro.ai/research/fund/boston-trust-walden-corp-1534866
Conviction and streaks
Stable · top 10 = 18.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$420.3MMSFT
$358.6MGOOGL
$290.3MGOOG
$262.2MNVDA
$252.7MJPM
$237.8MAMAT
$167.1MDCI
$165.8MHUBB
$165.5MATR
$163.2MV
$160.1MJNJ
$147.5MAIT
$144.5MWTS
$144.4MCINF
$136.5MLFUS
$135.8MQLYS
$135.4MCSCO
$134.8MGMED
$124.3MCBSH
$122.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/boston-trust-walden-corp-1534866
Boston Trust Walden Corp 13F holdings — Q2 2026
$13.1B portfolio (+8.0% QoQ) · 396 holdings · Q2 2026 13F · top 10 are 19% of the stock portfolio
$420.3M
3.2% of stocks
-3%This quarter+4.4%Since filed10+ qtrsHeld$358.6M
2.7% of stocks
-0.8%This quarter+37.4%Since filed10+ qtrsHeld$290.3M
2.2% of stocks
-5%This quarter-0.6%Since filed10+ qtrsHeld$262.2M
2.0% of stocks
-4%This quarter-0.6%Since filed10+ qtrsHeld$252.7M
1.9% of stocks
+15%This quarter+2.0%Since filed10+ qtrsHeld$237.8M
1.8% of stocks
-2%This quarter-6.1%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 9 qtrs in a row$167.1M
1.3% of stocks
-19%This quarter-29.6%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$165.8M
1.3% of stocks
-3%This quarter-8.6%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$165.5M
1.3% of stocks
-4%This quarter-7.8%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$163.2M
1.2% of stocks
-3%This quarter-4.4%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — Boston Trust Walden Corp (Q2 2026)
396 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | VISA INC. | Financials | $160.1M | 1.2% | 467K | -2% | 10+ qtrsTrimmed 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | JOHNSON & JOHNSON | Healthcare | $147.5M | 1.1% | 581K | -2% | 10+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | APPLIED INDUSTRIAL TECHNOLOGIES INC | Consumer Discretionary | $144.5M | 1.1% | 427K | -3% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | WATTS WATER TECHNOLOGIES INC | Industrials | $144.4M | 1.1% | 369K | -3% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | CINCINNATI FINANCIAL CORP | Financials | $136.5M | 1.0% | 737K | -2% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | LITTELFUSE INC /DE | Technology | $135.8M | 1.0% | 298K | +2% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | QUALYS, INC. | Technology | $135.4M | 1.0% | 985K | -3% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | CISCO SYSTEMS, INC. | Technology | $134.8M | 1.0% | 1.15M | -10% | 10+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | GLOBUS MEDICAL INC | Healthcare | $124.3M | 0.9% | 1.57M | +25% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | COMMERCE BANCSHARES INC /MO/ | Financials | $122.1M | 0.9% | 2.11M | +9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CULLEN/FROST BANKERS, INC. | Financials | $113.2M | 0.9% | 732K | -24% | 8 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | KLA CORP | Technology | $111.7M | 0.8% | 370K | +853% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | BADGER METER INC | Technology | $108.2M | 0.8% | 729K | +37% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | METTLER TOLEDO INTERNATIONAL INC/ | Healthcare | $107.8M | 0.8% | 84K | +102% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Jazz Pharmaceuticals plc | Healthcare | $106.8M | 0.8% | 443K | -9% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $103.7M | 0.8% | 111K | -2% | |||
| 27 | $AYI | ACUITY INC. (DE) | Technology | $101.9M | 0.8% | 271K | +7% | |||
| 28 | $CB | Chubb Ltd | Financials | $101.7M | 0.8% | 298K | -2% | |||
| 29 | $IBOC | INTERNATIONAL BANCSHARES CORP | Financials | $99.2M | 0.8% | 1.31M | +20% | |||
| 30 | $CHH | CHOICE HOTELS INTERNATIONAL INC /DE | Consumer Discretionary | $99.1M | 0.8% | 899K | -3% | |||
| 31 | $CVCO | CAVCO INDUSTRIES, INC. | Industrials | $95.7M | 0.7% | 156K | +11% | |||
| 32 | $NTAP | NetApp, Inc. | Technology | $95.2M | 0.7% | 615K | -3% | |||
| 33 | $WTRG | Essential Utilities, Inc. | Utilities | $94.4M | 0.7% | 2.46M | -0.7% | |||
| 34 | $DE | DEERE & CO | Industrials | $94.2M | 0.7% | 149K | -4% | |||
| 35 | $CHE | CHEMED CORP | Healthcare | $93.7M | 0.7% | 201K | -2% | |||
| 36 | $STAG | STAG Industrial, Inc. | Real Estate | $92.9M | 0.7% | 2.44M | -4% | |||
| 37 | $SYK | STRYKER CORP | Healthcare | $92.4M | 0.7% | 294K | +5% | |||
| 38 | $SFM | Sprouts Farmers Market, Inc. | Consumer Staples | $91.8M | 0.7% | 1.09M | +6% | |||
| 39 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $90.8M | 0.7% | 427K | -11% | |||
| 40 | $ATEN | A10 Networks, Inc. | Technology | $90.3M | 0.7% | 2.42M | +11% | |||
| 41 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $89.9M | 0.7% | 401K | -2% | |||
| 42 | $SNA | Snap-on Inc | Industrials | $89.6M | 0.7% | 223K | -1% | |||
| 43 | $UFPT | UFP TECHNOLOGIES INC | Healthcare | $89.2M | 0.7% | 336K | +6% | |||
| 44 | $IEX | IDEX CORP /DE/ | Industrials | $88.6M | 0.7% | 390K | -14% | |||
| 45 | $NDSN | NORDSON CORP | Industrials | $88.5M | 0.7% | 293K | -3% | |||
| 46 | $SEIC | SEI INVESTMENTS CO | Financials | $86.9M | 0.7% | 991K | -5% | |||
| 47 | $HALO | HALOZYME THERAPEUTICS, INC. | Healthcare | $84.8M | 0.7% | 1.08M | +59% | |||
| 48 | $MEDP | Medpace Holdings, Inc. | Healthcare | $82.4M | 0.6% | 156K | +11% | |||
| 49 | $UNP | UNION PACIFIC CORP | Industrials | $81.2M | 0.6% | 299K | -4% | |||
| 50 | $JLL | JONES LANG LASALLE INC | Real Estate | $81.1M | 0.6% | 262K | -3% | |||
| 51 | $OGS | ONE Gas, Inc. | Energy | $80.6M | 0.6% | 1.05M | -4% | |||
| 52 | $AM | Antero Midstream Corp | Energy | $78.5M | 0.6% | 3.45M | +0.6% | |||
| 53 | $LECO | LINCOLN ELECTRIC HOLDINGS INC | Industrials | $78.5M | 0.6% | 296K | -3% | |||
| 54 | $ALLE | Allegion plc | Industrials | $78.0M | 0.6% | 555K | -2% | |||
| 55 | $BJ | BJ's Wholesale Club Holdings, Inc. | Consumer Staples | $77.0M | 0.6% | 883K | -3% | |||
| 56 | $AXP | AMERICAN EXPRESS CO | Financials | $75.9M | 0.6% | 224K | -0.9% | |||
| 57 | $POWI | POWER INTEGRATIONS INC | Technology | $73.9M | 0.6% | 882K | +53% | |||
| 58 | $FFIV | F5, INC. | Technology | $73.8M | 0.6% | 177K | +0.0% | |||
| 59 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $72.1M | 0.6% | 442K | -2% | |||
| 60 | $AFG | AMERICAN FINANCIAL GROUP INC | Financials | $71.3M | 0.5% | 510K | -3% | |||
| 61 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $70.9M | 0.5% | 52K | -3% | |||
| 62 | $IDA | IDACORP INC | Utilities | $70.7M | 0.5% | 467K | -3% | |||
| 63 | $PEP | PEPSICO INC | Consumer Staples | $69.6M | 0.5% | 514K | -0.8% | |||
| 64 | $VLTO | Veralto Corp | Technology | $69.1M | 0.5% | 779K | +156% | |||
| 65 | $RPM | RPM INTERNATIONAL INC/DE/ | Materials | $68.2M | 0.5% | 613K | -3% | |||
| 66 | $ACLS | AXCELIS TECHNOLOGIES INC | Technology | $68.1M | 0.5% | 359K | -5% | |||
| 67 | $SYY | SYSCO CORP | Consumer Discretionary | $67.4M | 0.5% | 806K | -9% | |||
| 68 | $CRL | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | Healthcare | $65.5M | 0.5% | 289K | +1% | |||
| 69 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $64.1M | 0.5% | 275K | +19% | |||
| 70 | $STE | STERIS plc | Healthcare | $63.3M | 0.5% | 300K | -2% | |||
| 71 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $63.1M | 0.5% | 152K | -1% | |||
| 72 | $PLXS | PLEXUS CORP | Technology | $62.5M | 0.5% | 208K | -30% | |||
| 73 | $TXRH | Texas Roadhouse, Inc. | Consumer Discretionary | $61.2M | 0.5% | 317K | +37% | |||
| 74 | $MGY | Magnolia Oil & Gas Corp | Energy | $61.0M | 0.5% | 2.38M | -26% | |||
| 75 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $59.7M | 0.5% | 407K | -0.7% | |||
| 76 | $VMI | VALMONT INDUSTRIES INC | Industrials | $58.9M | 0.5% | 102K | +9% | |||
| 77 | $ON | ON SEMICONDUCTOR CORP | Technology | $58.9M | 0.5% | 623K | -40% | |||
| 78 | $DT | Dynatrace, Inc. | Technology | $57.5M | 0.4% | 1.31M | +17% | |||
| 79 | $MRK | Merck & Co., Inc. | Healthcare | $57.4M | 0.4% | 447K | -1% | |||
| 80 | $TEL | TE Connectivity plc | Technology | $56.9M | 0.4% | 282K | -0.4% | |||
| 81 | $AMZN | AMAZON COM INC | Consumer Discretionary | $56.4M | 0.4% | 237K | +0.5% | |||
| 82 | $FDS | FACTSET RESEARCH SYSTEMS INC | Technology | $55.8M | 0.4% | 242K | -5% | |||
| 83 | $CBOE | Cboe Global Markets, Inc. | Financials | $55.5M | 0.4% | 229K | -3% | |||
| 84 | $NTRS | NORTHERN TRUST CORP | Financials | $54.6M | 0.4% | 314K | -24% | |||
| 85 | $BALL | BALL Corp | Industrials | $54.3M | 0.4% | 871K | +32% | |||
| 86 | $EWBC | EAST WEST BANCORP INC | Financials | $54.0M | 0.4% | 418K | -18% | |||
| 87 | $META | Meta Platforms, Inc. | Technology | $53.6M | 0.4% | 95K | -1% | |||
| 88 | $LSTR | LANDSTAR SYSTEM INC | Industrials | $52.8M | 0.4% | 255K | -5% | |||
| 89 | $AZO | AUTOZONE INC | Consumer Discretionary | $52.7M | 0.4% | 16K | -0.6% | |||
| 90 | $AVY | Avery Dennison Corp | Materials | $51.1M | 0.4% | 315K | -3% | |||
| 91 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $50.4M | 0.4% | 186K | -1% | |||
| 92 | $NYT | NEW YORK TIMES CO | Communication Services | $49.8M | 0.4% | 711K | -4% | |||
| 93 | $CPT | CAMDEN PROPERTY TRUST | Real Estate | $49.7M | 0.4% | 435K | -2% | |||
| 94 | $MSM | MSC INDUSTRIAL DIRECT CO INC | Consumer Discretionary | $49.4M | 0.4% | 415K | -15% | |||
| 95 | $MAS | MASCO CORP /DE/ | Industrials | $49.1M | 0.4% | 603K | -16% | |||
| 96 | $LAMR | LAMAR ADVERTISING CO/NEW | Real Estate | $48.8M | 0.4% | 313K | +0.1% | |||
| 97 | $JKHY | JACK HENRY & ASSOCIATES INC | Technology | $48.7M | 0.4% | 354K | -3% | |||
| 98 | $ATO | ATMOS ENERGY CORP | Energy | $48.5M | 0.4% | 281K | -13% | |||
| 99 | $ORCL | ORACLE CORP | Technology | $48.0M | 0.4% | 327K | -8% | |||
| 100 | $ACN | Accenture plc | Technology | $47.8M | 0.4% | 384K | -4% | |||
| 101 | $SCI | SERVICE CORP INTERNATIONAL | Consumer Discretionary | $46.6M | 0.3% | 613K | +2% | |||
| 102 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $46.0M | 0.3% | 390K | -3% | |||
| 103 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $45.3M | 0.3% | 206K | -3% | |||
| 104 | $MS | MORGAN STANLEY | Financials | $45.0M | 0.3% | 215K | +3% | |||
| 105 | $ZBH | ZIMMER BIOMET HOLDINGS, INC. | Healthcare | $44.6M | 0.3% | 518K | -10% | |||
| 106 | $HAE | HAEMONETICS CORP | Healthcare | $43.9M | 0.3% | 585K | +17% | |||
| 107 | $FTNT | Fortinet, Inc. | Technology | $43.1M | 0.3% | 281K | -26% | |||
| 108 | $ES | EVERSOURCE ENERGY | Utilities | $43.0M | 0.3% | 595K | -8% | |||
| 109 | $LII | LENNOX INTERNATIONAL INC | Industrials | $42.8M | 0.3% | 75K | New | |||
| 110 | $FELE | FRANKLIN ELECTRIC CO INC | Technology | $42.6M | 0.3% | 397K | -5% | |||
| 111 | $PSMT | PRICESMART INC | Consumer Staples | $42.2M | 0.3% | 216K | -5% | |||
| 112 | $WHD | Cactus, Inc. | Energy | $41.5M | 0.3% | 811K | -14% | |||
| 113 | $AVGO | Broadcom Inc. | Technology | $40.8M | 0.3% | 108K | +339% | |||
| 114 | $BLD | QXO Insulation, LLC | Industrials | $40.7M | 0.3% | 115K | -0.0% | |||
| 115 | $CNS | COHEN & STEERS, INC. | Financials | $40.7M | 0.3% | 535K | -4% | |||
| 116 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $39.8M | 0.3% | 223K | +2291% | |||
| 117 | $EVR | Evercore Inc. | Financials | $39.5M | 0.3% | 116K | +89% | |||
| 118 | $CUBE | CubeSmart | Real Estate | $39.1M | 0.3% | 984K | +0.3% | |||
| 119 | $SIGI | SELECTIVE INSURANCE GROUP INC | Financials | $39.1M | 0.3% | 403K | -5% | |||
| 120 | $SLGN | SILGAN HOLDINGS INC | Industrials | $38.9M | 0.3% | 840K | -8% | |||
| 121 | $PAYC | Paycom Software, Inc. | Technology | $38.5M | 0.3% | 306K | -11% | |||
| 122 | — | VANGUARD S&P 500 ETF - ETF - EQ | — | $38.4M | 0.3% | 56K | +1% | |||
| 123 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $38.3M | 0.3% | 77K | -0.0% | |||
| 124 | $CORT | CORCEPT THERAPEUTICS INC | Healthcare | $38.3M | 0.3% | 440K | -5% | |||
| 125 | — | VANGUARD ESG INTL STOCK ETF - ETF - INTL | — | $37.9M | 0.3% | 460K | +16% | |||
| 126 | $IBP | Installed Building Products, Inc. | Industrials | $37.6M | 0.3% | 164K | -5% | |||
| 127 | $SXT | SENSIENT TECHNOLOGIES CORP | Materials | $37.3M | 0.3% | 302K | -5% | |||
| 128 | $CVLT | COMMVAULT SYSTEMS INC | Technology | $37.2M | 0.3% | 262K | -3% | |||
| 129 | $CPK | CHESAPEAKE UTILITIES CORP | Energy | $37.1M | 0.3% | 303K | -5% | |||
| 130 | $AOS | SMITH A O CORP | Technology | $36.9M | 0.3% | 588K | -44% | |||
| 131 | $WAT | WATERS CORP /DE/ | Healthcare | $36.8M | 0.3% | 98K | -7% | |||
| 132 | $ATMU | Atmus Filtration Technologies Inc. | Industrials | $36.2M | 0.3% | 710K | -5% | |||
| 133 | $CWST | CASELLA WASTE SYSTEMS INC | Utilities | $36.1M | 0.3% | 373K | -3% | |||
| 134 | $ADI | ANALOG DEVICES INC | Technology | $35.9M | 0.3% | 90K | -32% | |||
| 135 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $35.6M | 0.3% | 331K | -3% | |||
| 136 | $MTDR | Matador Resources Co | Energy | $35.1M | 0.3% | 706K | +0.9% | |||
| 137 | $QCOM | QUALCOMM INC/DE | Technology | $34.2M | 0.3% | 185K | -7% | |||
| 138 | $LIN | LINDE PLC | Materials | $33.4M | 0.3% | 64K | +2% | |||
| 139 | $MMSI | MERIT MEDICAL SYSTEMS INC | Healthcare | $32.8M | 0.3% | 473K | +71% | |||
| 140 | $TTC | TORO CO | Industrials | $32.7M | 0.3% | 336K | -5% | |||
| 141 | $BIO | BIO-RAD LABORATORIES, INC. | Healthcare | $32.6M | 0.3% | 111K | +19% | |||
| 142 | $BCPC | BALCHEM CORP | Healthcare | $32.3M | 0.3% | 191K | New | |||
| 143 | $PIPR | PIPER SANDLER COMPANIES | Financials | $31.6M | 0.2% | 437K | +164% | |||
| 144 | $SRCE | 1ST SOURCE CORP | Financials | $31.6M | 0.2% | 387K | +19% | |||
| 145 | $BLK | BlackRock, Inc. | Financials | $31.3M | 0.2% | 33K | -3% | |||
| 146 | $CATY | CATHAY GENERAL BANCORP | Financials | $31.0M | 0.2% | 500K | -5% | |||
| 147 | $DHI | HORTON D R INC /DE/ | Industrials | $30.1M | 0.2% | 185K | -8% | |||
| 148 | $ETN | Eaton Corp plc | Industrials | $30.1M | 0.2% | 71K | +20% | |||
| 149 | $AMGN | AMGEN INC | Healthcare | $30.0M | 0.2% | 83K | -2% | |||
| 150 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $29.8M | 0.2% | 59K | -0.5% |
What changed in Q2 2026
Against the previous quarter's 13F: 17 new, 88 added to, 219 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (17)
$LIILENNOX INTERNATIONAL INC$42.8M
first bought this quarter
$BCPCBALCHEM CORP$32.3M
first bought this quarter
$WSTWEST PHARMACEUTICAL SERVICES INC$29.2M
first bought this quarter
$NXPINXP Semiconductors N.V.$15.6M
first bought this quarter
$HONAHoneywell Aerospace Inc.$1.5M
first bought this quarter
$KKRKKR & Co. Inc.$547K
first bought this quarter
+11 more in the Excel export
Added to (88)
$KLACKLA CORP+853%
now $111.7M · held 10+ qtrs
$MTDMETTLER TOLEDO INTERNATIONAL INC/+102%
now $107.8M · held 10+ qtrs, 2 adds in a row
$VLTOVeralto Corp+156%
now $69.1M · held 10+ qtrs, 2 adds in a row
$BKNGBooking Holdings Inc.+2291%
now $39.8M · held 10+ qtrs
now $252.7M · held 10+ qtrs
$HALOHALOZYME THERAPEUTICS, INC.+59%
now $84.8M · held 9 qtrs
+82 more in the Excel export
Trimmed (219)
$COOCOOPER COMPANIES, INC.-74%
now $21.3M
$MKCMCCORMICK & CO INC-86%
now $7.6M
$ONON SEMICONDUCTOR CORP-40%
now $58.9M · held 8 qtrs
now $167.1M · held 10+ qtrs, 4 trims in a row
$CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD-97%
now $1.1M
$CFRCULLEN/FROST BANKERS, INC.-24%
now $113.2M · held 8 qtrs, 3 trims in a row
+213 more in the Excel export
Sold out (9)
$XOM.R34088EXXON MOBIL CORPwas $102.9M
held 9+ qtrs
$PRGSPROGRESS SOFTWARE CORP /MAwas $44.1M
held 9+ qtrs
$AMPHAmphastar Pharmaceuticals, Inc.was $18.5M
held 7 qtrs
$LULUlululemon athletica inc.was $13.5M
held 8 qtrs
- VANGUARD EXTENDED MARKET ETFwas $730K
- VANGUARD FTSE EUROPE ETFwas $227K
+3 more in the Excel export
Holdings by quarter
Every 13F Boston Trust Walden Corp has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow Boston Walden?
Q2 2026 13F filed with the SEC on Jul 24, 2026. Prices are closing prices as of Oct 23, 2026.
Average quality of Boston Walden's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+2.3%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 18% over the last 4
Top 10 weight
19%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Boston Trust Walden Corp disclosed 396 positions worth $13.1B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 3.2% of the equity portfolio, followed by $MSFT and $GOOGL. During the quarter the fund opened 17 new positions and exited 9 — including a new stake in $LII and a full exit from $XOM.R34088. The portfolio is most concentrated in Technology (32.0% of disclosed assets). All figures are sourced directly from Boston Trust Walden Corp’s Form 13F-HR filing with the SEC under CIK 1534866.
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AI-Powered Hedge Fund Analysis: Boston Trust Walden Corp
13F Pro is an AI hedge fund tracker and stock research platform. For Boston Trust Walden Corp (SEC CIK: 1534866), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Boston Trust Walden Corp's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.