CIK: 0001534866
Total reported value
$12.2B
Reporting period: 2026-03-31 · Number of holdings: 613
Boston Trust Walden Corp disclosed 613 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $12.2B and a quarterly turnover rate of 20.0%.
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Boston Trust Walden Corp's disclosed holdings carry a Herfindahl concentration index of 0.008 — mathematically equivalent to about 124 equally-sized positions, well below its 613 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.46), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 30% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim MSFT
-3.2% -$125.2M
Trim EXLS
-65.3% -$83.2M
Trim TER
-92.1% -$76.8M
Add ON
+524.0% $55.3M
Trim QLYS
-8.5% -$57.9M
Trim 126349109
-99.6% -$50.7M
Showing top 200 holdings (of 613 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 3.11% | -0.07% | -3.91% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.95% | -0.70% | -3.16% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.03% | -0.20% | -9.00% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.82% | -0.13% | -6.05% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | -0.11% | -5.44% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.58% | +0.01% | -1.21% | |
| 7 | ATR | Aptargroup INC | Stock-Healthcare | 1.40% | — | -4.61% | |
| 8 | DCI | Donaldson Co INC | Stock-Industrials | 1.33% | -0.27% | -20.57% | |
| 9 | HUBB | Hubbell INC | Stock-Industrials | 1.32% | — | -4.22% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | — | -11.15% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.18% | -0.13% | -3.53% | |
| 12 | CFR | Cullen/frost Bankers INC | Stock-Financials | 1.09% | — | -7.27% | |
| 13 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.98% | — | -2.50% | |
| 14 | AIT | Applied Industrial Tech INC | Stock-Industrials | 0.96% | — | -9.22% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.92% | — | -2.56% | |
| 16 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.90% | — | -13.41% | |
| 17 | GMED | Globus Medical INC - A | Stock-Healthcare | 0.89% | — | -8.27% | |
| 18 | ROST | Ross Stores INC | Stock-Consumer Disc | 0.86% | — | -12.59% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | +0.25% | -7.69% | |
| 20 | MGY | Magnolia Oil & Gas CORP - A | Stock-Energy | 0.84% | — | -22.56% | |
| 21 | WTRG | Essential Utilities INC | Stock-Utilities | 0.82% | — | -3.02% | |
| 22 | CB | Chubb Limited | Stock-Financials | 0.82% | — | -6.71% | |
| 23 | LFUS | Littelfuse INC | Stock-Tech | 0.81% | +0.32% | +14.60% | |
| 24 | CSCO | Cisco Systems INC | Stock-Tech | 0.81% | — | -4.06% | |
| 25 | AMAT | Applied Materials INC | Stock-Tech | 0.80% | — | -29.07% | |
| 26 | CHH | Choice Hotels Intl INC | Stock-Consumer Disc | 0.79% | — | -6.12% | |
| 27 | CBSH | Commerce Bancshares INC | Stock-Financials | 0.78% | — | -7.22% | |
| 28 | OGS | One Gas INC | Stock-Utilities | 0.77% | — | -1.58% | |
| 29 | JAZZ | Jazz Pharmaceuticals plc | Stock-Healthcare | 0.76% | +0.25% | +24.05% | |
| 30 | SYK | Stryker CORP | Stock-Healthcare | 0.76% | — | -0.64% | |
| 31 | STAG | Stag Industrial INC | Stock-Real Estate | 0.76% | — | -9.36% | |
| 32 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 0.74% | — | -1.29% | |
| 33 | QLYS | Qualys INC | Stock-Tech | 0.73% | -0.38% | -8.47% | |
| 34 | DE | Deere & Co | Stock-Industrials | 0.72% | — | -4.57% | |
| 35 | IEX | Idex CORP | Stock-Industrials | 0.71% | — | -2.16% | |
| 36 | ADP | Automatic Data Processing | Stock-Tech | 0.68% | -0.13% | -2.14% | |
| 37 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.68% | -0.09% | -6.30% | |
| 38 | ALLE | Allegion plc | Stock-Industrials | 0.68% | — | +8.14% | |
| 39 | SNA | Snap-on INC | Stock-Industrials | 0.67% | — | +3.79% | |
| 40 | JLL | Jones Lang Lasalle INC | Stock-Real Estate | 0.67% | — | -2.80% | |
| 41 | SEIC | Sei Investments Company | Stock-Financials | 0.67% | — | -4.15% | |
| 42 | BMI | Badger Meter INC | Stock-Tech | 0.66% | — | +4.43% | |
| 43 | PEP | Pepsico INC | Stock-Consumer Staples | 0.66% | — | -6.07% | |
| 44 | NDSN | Nordson CORP | Stock-Industrials | 0.66% | — | -13.58% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.65% | -0.20% | -4.69% | |
| 46 | SFM | Sprouts Farmers Market INC | Stock-Consumer Staples | 0.65% | — | +20.84% | |
| 47 | AM | Antero Midstream CORP | Stock-Energy | 0.64% | — | -7.40% | |
| 48 | CHE | Chemed CORP | Stock-Healthcare | 0.64% | -0.07% | -7.25% | |
| 49 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.63% | — | +0.70% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.62% | — | -3.83% |
Performance for Q3 2026
+7%
Performance Last 4 Quarters
+18.1%
Based on 76% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 613 | $12.2B | 20 | |
| 2025-12-31 | 594 | $13.2B | 14 | |
| 2025-09-30 | 603 | $13.6B | 29 | |
| 2025-06-30 | 583 | $14.0B | 0 | |
| 2025-03-31 | 587 | $13.7B | 100 | |
| 2024-12-31 | 594 | $14.3B | 0 | |
| 2024-09-30 | 600 | $14.4B | 0 | |
| 2024-06-30 | 594 | $13.5B | 0 | |
| 2024-03-31 | 585 | $14.0B | 0 | |
| 2023-12-31 | 585 | $13.3B | 0 | |
| 2023-09-30 | 576 | $11.9B | 0 | |
| 2023-06-30 | 583 | $12.2B | 0 | |
| 2023-03-31 | 584 | $11.6B | 0 | |
| 2022-12-31 | 584 | $11.4B | 0 | |
| 2022-09-30 | 579 | $10.1B | 0 | |
| 2022-06-30 | 593 | $10.6B | 0 | |
| 2022-03-31 | 619 | $12.1B | 0 | |
| 2021-12-31 | 624 | $12.5B | 0 | |
| 2021-09-30 | 620 | $11.3B | 0 | |
| 2021-06-30 | 624 | $11.2B | 96 | |
| 2021-03-31 | 606 | $10.3B | 20 | |
| 2020-12-31 | 611 | $9.4B | 22 | |
| 2020-09-30 | 608 | $8.0B | 18 | |
| 2020-06-30 | 602 | $7.4B | 23 | |
| 2020-03-31 | 586 | $6.3B | 36 | |
| 2019-12-31 | 621 | $8.6B | 14 | |
| 2019-09-30 | 620 | $8.0B | 12 | |
| 2019-06-30 | 632 | $7.7B | 11 | |
| 2019-03-31 | 633 | $7.3B | 20 | |
| 2018-12-31 | 628 | $6.3B | 19 | |
| 2018-09-30 | 637 | $7.3B | 12 | |
| 2018-06-30 | 635 | $6.8B | 12 | |
| 2018-03-31 | 642 | $6.6B | 12 | |
| 2017-12-31 | 649 | $6.8B | 14 | |
| 2017-09-30 | 643 | $6.4B | 13 | |
| 2017-06-30 | 636 | $6.2B | 17 | |
| 2017-03-31 | 617 | $6.4B | 13 | |
| 2016-12-31 | 613 | $6.3B | 13 | |
| 2016-09-30 | 610 | $6.1B | 14 | |
| 2016-06-30 | 615 | $5.9B | 14 | |
| 2016-03-31 | 613 | $5.7B | 24 | |
| 2015-12-31 | 606 | $5.4B | 27 | |
| 2015-09-30 | 628 | $6.0B | 21 | |
| 2015-06-30 | 613 | $6.6B | 15 | |
| 2015-03-31 | 599 | $6.7B | 17 | |
| 2014-12-31 | 606 | $6.7B | 18 | |
| 2014-09-30 | 600 | $6.5B | 20 | |
| 2014-06-30 | 594 | $6.9B | 12 | |
| 2014-03-31 | 554 | $6.7B | 15 | |
| 2013-12-31 | 562 | $6.9B | 19 | |
| 2013-09-30 | 550 | $6.5B | 16 | |
| 2013-06-30 | 543 | $6.2B | 0 |
Boston Trust Walden Corp's most significant position changes for 2026-03-31: Sold out: Akamai Technologies INC (AKAM); New buy: Esab CORP (ESAB); Sold out: Graphic Packaging Holding Co (GPK); New buy: Merit Medical Systems INC (MMSI); New buy: Evercore INC - A (EVR).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ON | On Semiconductor | +0.5% | +524.04% | Add |
| 2 | LFUS | Littelfuse INC | +0.3% | +14.60% | Add |
| 3 | BALL | Ball CORP | +0.3% | +567.79% | Add |
| 4 | JAZZ | Jazz Pharmaceuticals plc | +0.3% | +24.05% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.3% | -7.69% | Trim |
| 6 | LIN | Linde plc | +0.2% | +319.71% | Add |
| 7 | VLTO | Veralto CORP | +0.2% | +1326.06% | Add |
| 8 | NFLX | Netflix INC | +0.2% | +158.46% | Add |
| 9 | WM | Waste Management INC | +0.2% | +1343.14% | Add |
| 10 | ETN | Eaton Corporation plc | +0.2% | +1560.35% | Add |
| 11 | DIS | Walt Disney Co/the | +0.2% | +2318.14% | Add |
| 12 | NVDA | Nvidia CORP | 0% | -1.21% | Trim |
| 13 | AAPL | Apple INC | -0.1% | -3.91% | Trim |
| 14 | CHE | Chemed CORP | -0.1% | -7.25% | Trim |
| 15 | MEDP | Medpace Holdings INC | -0.1% | -4.99% | Trim |
| 16 | COO | Cooper Cos Inc/the | -0.1% | -6.30% | Trim |
| 17 | FELE | Franklin Electric Co INC | -0.1% | -27.57% | Trim |
| 18 | AMZN | Amazon.com INC | -0.1% | -16.19% | Trim |
| 19 | AYI | Acuity INC | -0.1% | +1.74% | Add |
| 20 | JPM | Jpmorgan Chase & Co | -0.1% | -5.44% | Trim |
| 21 | AXP | American Express Co | -0.1% | -5.64% | Trim |
| 22 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | -0.85% | Trim |
| 23 | APD | Air Products & Chemicals INC | -0.1% | -49.13% | Trim |
| 24 | HAE | Haemonetics Corp/mass | -0.1% | -13.56% | Trim |
| 25 | GOOG | Alphabet Inc-cl C | -0.1% | -6.05% | Trim |
| 26 | V | Visa Inc-class A Shares | -0.1% | -3.53% | Trim |
| 27 | ADP | Automatic Data Processing | -0.1% | -2.14% | Trim |
| 28 | CVCO | Cavco Industries INC | -0.1% | -9.62% | Trim |
| 29 | BLD | Topbuild CORP | -0.1% | -22.17% | Trim |
| 30 | IDCC | Interdigital INC | -0.1% | -43.83% | Trim |
| 31 | FDS | Factset Research Systems INC | -0.2% | -8.73% | Trim |
| 32 | ORCL | Oracle CORP | -0.2% | -10.10% | Trim |
| 33 | CHKP | Check Point Software Technologies Ltd. | -0.2% | -16.57% | Trim |
| 34 | SLGN | Silgan Holdings INC | -0.2% | -40.42% | Trim |
| 35 | GOOGL | Alphabet Inc-cl A | -0.2% | -9.00% | Trim |
| 36 | ACN | Accenture plc | -0.2% | -4.69% | Trim |
| 37 | DLB | Dolby Laboratories Inc-cl A | -0.2% | -49.22% | Trim |
| 38 | PRGS | Progress Software CORP | -0.3% | -7.99% | Trim |
| 39 | DCI | Donaldson Co INC | -0.3% | -20.57% | Trim |
| 40 | QLYS | Qualys INC | -0.4% | -8.47% | Trim |
| 41 | ✓ | Csg Systems International In | -0.4% | -99.58% | Trim |
| 42 | TER | Teradyne INC | -0.6% | -92.09% | Trim |
| 43 | EXLS | Exlservice Holdings INC | -0.6% | -65.33% | Trim |
| 44 | MSFT | Microsoft CORP | -0.7% | -3.16% | Trim |
| 45 | AKAM | Akamai Technologies INC | — | EXIT | Sold out |
| 46 | ESAB | Esab CORP | — | NEW | New buy |
| 47 | GPK | Graphic Packaging Holding Co | — | EXIT | Sold out |
| 48 | MMSI | Merit Medical Systems INC | — | NEW | New buy |
| 49 | EVR | Evercore INC - A | — | NEW | New buy |
| 50 | AAMI | Acadian Asset Management INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-24 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-28 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-17 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-28 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-21 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-24 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-24 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-19 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-22 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-24 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-18 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-24 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-19 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-20 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-19 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-22 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-20 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-21 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-25 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-22 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-21 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-15 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-14 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-23 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-24 | Amendment | View on EDGAR |
| 2020-03-31 | 2020-04-21 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-10 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-21 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-25 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-16 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-17 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-23 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-25 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-13 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-29 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-13 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-19 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-04-24 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-07 | Amendment | View on EDGAR |
| 2016-12-31 | 2017-02-01 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-17 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-09 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-04-19 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-01-21 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-10-29 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-17 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-04-15 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-01-28 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-10-23 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-01 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-04-11 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-11 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-15 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-08 | 13F-HR | View on EDGAR |
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