13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001534866
Total reported value
$13.1B
$13.1B
378 檔
13.1%
As reported in its official Q2 2024 Form 13F filing, Boston Trust Walden Corp's tracked investment portfolio stood at $13.1B with 378 total positions.
During Q2 2024, Boston Trust Walden Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 378 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.33% | -0.22% | -3.59% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.11% | +0.09% | -6.40% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.02% | +0.18% | -7.31% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.75% | +0.18% | -1.90% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.58% | +0.02% | -11.86% | |
| 6 | ATR | Aptargroup Inc | Stock-Healthcare | 1.53% | -0.16% | -1.35% | |
| 7 | DCI | Donaldson Co Inc | Stock-Industrials | 1.49% | -0.07% | +0.12% | |
| 8 | ACN | Accenture plc | Stock-Tech | 1.39% | -0.29% | -3.69% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | +0.04% | -5.22% | |
| 10 | WAT | Waters CORP | Stock-Healthcare | 1.16% | +0.02% | -1.67% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.12% | +0.14% | -3.08% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.11% | -0.07% | -3.61% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.13% | -9.56% | |
| 14 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 1.02% | -0.05% | +1.16% | |
| 15 | AMAT | Applied Materials Inc | Stock-Tech | 0.99% | +0.47% | -0.14% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.95% | -0.13% | -0.69% | |
| 17 | ADP | Automatic Data Processing | Stock-Tech | 0.94% | — | -4.94% | |
| 18 | HUBB | Hubbell Inc | Stock-Industrials | 0.93% | -0.06% | -1.25% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 0.92% | -0.06% | -14.36% | |
| 20 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.91% | +0.14% | +1.24% | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 0.89% | — | -4.60% | |
| 22 | CHE | Chemed CORP | Stock-Healthcare | 0.89% | +0.07% | +5.25% | |
| 23 | EXLS | Exlservice Holdings Inc | Stock-Tech | 0.87% | -0.13% | +1.25% | |
| 24 | QLYS | Qualys Inc | Stock-Tech | 0.86% | +0.30% | +9.81% | |
| 25 | CB | Chubb Limited | Stock-Financials | 0.85% | -0.05% | -6.68% | |
| 26 | CHH | Choice Hotels Intl Inc | Stock-Consumer Disc | 0.83% | -0.04% | +0.86% | |
| 27 | FDS | Factset Research Systems Inc | Stock-Financials | 0.82% | -0.04% | -0.88% | |
| 28 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.80% | -0.52% | -3.39% | |
| 29 | PRGS | Progress Software CORP | Stock-Other | 0.79% | -0.36% | EXIT | |
| 30 | COLM | Columbia Sportswear Co | Stock-Other | 0.77% | — | +1.06% | |
| 31 | WHD | Cactus Inc - A | Stock-Other | 0.76% | -0.05% | +1.34% | |
| 32 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.76% | -0.08% | -11.11% | |
| 33 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 0.76% | — | +1.20% | |
| 34 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 0.76% | +0.16% | -4.20% | |
| 35 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.74% | -0.17% | -6.14% | |
| 36 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 0.72% | -0.15% | +2.92% | |
| 37 | SIGI | Selective Insurance Group | Stock-Financials | 0.69% | +0.04% | +1.16% | |
| 38 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.68% | -0.05% | +1.02% | |
| 39 | DE | Deere & Co | Stock-Industrials | 0.68% | — | -4.43% | |
| 40 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.66% | +0.06% | +7.83% | |
| 41 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.66% | -0.03% | -4.91% | |
| 42 | AZO | Autozone Inc | Stock-Consumer Disc | 0.65% | -0.06% | -0.31% | |
| 43 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.65% | +0.05% | -8.26% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.65% | -0.06% | -2.18% | |
| 45 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.64% | -0.01% | -4.16% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | +0.22% | -4.07% | |
| 47 | IBOC | International Bancshares Crp | Stock-Other | 0.63% | +0.16% | +1.26% | |
| 48 | SEIC | Sei Investments Company | Stock-Financials | 0.62% | -0.01% | -0.29% | |
| 49 | NTRS | Northern Trust CORP | Stock-Financials | 0.61% | -0.05% | -21.38% | |
| 50 | ADI | Analog Devices Inc | Stock-Tech | 0.60% | -0.08% | -13.18% |
According to official SEC Form 13F filings, Boston Trust Walden Corp reported a total U.S. public equity portfolio value of $13.1B across 378 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, GOOGL) accounted for 13.1% of total reported equity market value during Q2 2024.
During Q2 2024, Boston Trust Walden Corp's top holdings by market value included MSFT (4.3%)、AAPL (3.1%)、GOOGL (2.0%). The largest single position, MSFT, represented 4.3% of total portfolio value.
In Q2 2024, Boston Trust Walden Corp made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.