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
372 檔
11.6%
According to the latest 13F quarterly dataset, Boston Trust Walden Corp managed an equity portfolio of $13.1B at the end of Q1 2025, spanning 372 distinct U.S. exchange-listed positions.
In Q1 2025, Boston Trust Walden Corp displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 372 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.24% | -0.22% | -5.70% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.93% | +0.09% | -2.79% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.82% | +0.02% | -1.36% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 1.66% | +0.04% | -3.43% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.51% | +0.18% | -3.63% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.32% | -0.07% | +0.58% | |
| 7 | DCI | Donaldson Co Inc | Stock-Industrials | 1.28% | -0.07% | -1.05% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.24% | +0.18% | -7.10% | |
| 9 | ATR | Aptargroup Inc | Stock-Healthcare | 1.24% | -0.16% | +0.52% | |
| 10 | ACN | Accenture plc | Stock-Tech | 1.21% | -0.29% | -13.15% | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 1.14% | — | -1.57% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.13% | +0.14% | -0.51% | |
| 13 | CHE | Chemed CORP | Stock-Healthcare | 1.11% | +0.07% | +1.73% | |
| 14 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 1.02% | -0.23% | +5.72% | |
| 15 | FDS | Factset Research Systems Inc | Stock-Financials | 0.99% | -0.04% | -1.51% | |
| 16 | CB | Chubb Limited | Stock-Financials | 0.99% | -0.05% | -0.05% | |
| 17 | QLYS | Qualys Inc | Stock-Tech | 0.97% | +0.30% | +0.02% | |
| 18 | EXLS | Exlservice Holdings Inc | Stock-Tech | 0.93% | -0.13% | -11.11% | |
| 19 | CHH | Choice Hotels Intl Inc | Stock-Consumer Disc | 0.92% | -0.04% | -0.47% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | -0.13% | -11.68% | |
| 21 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.89% | -0.52% | +4.25% | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 0.87% | -0.06% | -2.21% | |
| 23 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.87% | +0.06% | +1.13% | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 0.86% | — | -0.66% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.83% | -0.13% | -1.75% | |
| 26 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.82% | +0.14% | -0.93% | |
| 27 | DE | Deere & Co | Stock-Industrials | 0.82% | — | -4.11% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.79% | +0.22% | +0.56% | |
| 29 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 0.79% | -0.15% | -3.90% | |
| 30 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.78% | -0.05% | +17.47% | |
| 31 | WAT | Waters CORP | Stock-Healthcare | 0.77% | +0.02% | -31.08% | |
| 32 | AZO | Autozone Inc | Stock-Consumer Disc | 0.77% | -0.06% | -6.11% | |
| 33 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.77% | +0.20% | -1.07% | |
| 34 | SMPL | Simply Good Foods Co/the | Stock-Other | 0.76% | -0.25% | -0.95% | |
| 35 | SEIC | Sei Investments Company | Stock-Financials | 0.75% | -0.01% | +1.47% | |
| 36 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 0.73% | +0.17% | -1.07% | |
| 37 | HUBB | Hubbell Inc | Stock-Industrials | 0.73% | -0.06% | +1.39% | |
| 38 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.72% | -0.10% | +16.45% | |
| 39 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.70% | -0.33% | -13.43% | |
| 40 | SIGI | Selective Insurance Group | Stock-Financials | 0.70% | +0.04% | -0.82% | |
| 41 | SLGN | Silgan Holdings Inc | Stock-Consumer Disc | 0.69% | +0.01% | -1.11% | |
| 42 | PRGS | Progress Software CORP | Stock-Other | 0.66% | -0.36% | EXIT | |
| 43 | CBSH | Commerce Bancshares Inc | Stock-Financials | 0.66% | +0.15% | -0.91% | |
| 44 | COLM | Columbia Sportswear Co | Stock-Other | 0.66% | — | -7.09% | |
| 45 | IBOC | International Bancshares Crp | Stock-Other | 0.64% | +0.16% | -1.03% | |
| 46 | DLB | Dolby Laboratories Inc-cl A | Stock-Industrials | 0.63% | -0.05% | -0.82% | |
| 47 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.63% | -0.17% | -0.14% | |
| 48 | NTRS | Northern Trust CORP | Stock-Financials | 0.62% | -0.05% | -7.02% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | +0.34% | +42.88% | |
| 50 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.60% | -0.38% | +52.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 4 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 5 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 6 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 7 | DCI | Donaldson Co Inc | — | NEW | New buy |
| 8 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 9 | ATR | Aptargroup Inc | — | NEW | New buy |
| 10 | ACN | Accenture plc | — | NEW | New buy |
| 11 | ADP | Automatic Data Processing | — | NEW | New buy |
| 12 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 13 | CHE | Chemed CORP | — | NEW | New buy |
| 14 | CFR | Cullen/frost Bankers Inc | — | NEW | New buy |
| 15 | FDS | Factset Research Systems Inc | — | NEW | New buy |
| 16 | CB | Chubb Limited | — | NEW | New buy |
| 17 | QLYS | Qualys Inc | — | NEW | New buy |
| 18 | EXLS | Exlservice Holdings Inc | — | NEW | New buy |
| 19 | CHH | Choice Hotels Intl Inc | — | NEW | New buy |
| 20 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 21 | COO | Cooper Cos Inc/the | — | NEW | New buy |
| 22 | SYK | Stryker CORP | — | NEW | New buy |
| 23 | CINF | Cincinnati Financial CORP | — | NEW | New buy |
| 24 | UNP | Union Pacific CORP | — | NEW | New buy |
| 25 | PEP | Pepsico Inc | — | NEW | New buy |
| 26 | AIT | Applied Industrial Tech Inc | — | NEW | New buy |
| 27 | DE | Deere & Co | — | NEW | New buy |
| 28 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 29 | BJ | Bj's Wholesale Club Holdings | — | NEW | New buy |
| 30 | STAG | Stag Industrial Inc | — | NEW | New buy |
| 31 | WAT | Waters CORP | — | NEW | New buy |
| 32 | AZO | Autozone Inc | — | NEW | New buy |
| 33 | WTS | Watts Water Technologies-a | — | NEW | New buy |
| 34 | SMPL | Simply Good Foods Co/the | — | NEW | New buy |
| 35 | SEIC | Sei Investments Company | — | NEW | New buy |
| 36 | CVCO | Cavco Industries Inc | — | NEW | New buy |
| 37 | HUBB | Hubbell Inc | — | NEW | New buy |
| 38 | WTRG | Essential Utilities Inc | — | NEW | New buy |
| 39 | CHKP | Check Point Software Technologies Ltd. | — | NEW | New buy |
| 40 | SIGI | Selective Insurance Group | — | NEW | New buy |
| 41 | SLGN | Silgan Holdings Inc | — | NEW | New buy |
| 42 | PRGS | Progress Software CORP | — | NEW | New buy |
| 43 | CBSH | Commerce Bancshares Inc | — | NEW | New buy |
| 44 | COLM | Columbia Sportswear Co | — | NEW | New buy |
| 45 | IBOC | International Bancshares Crp | — | NEW | New buy |
| 46 | DLB | Dolby Laboratories Inc-cl A | — | NEW | New buy |
| 47 | ROST | Ross Stores Inc | — | NEW | New buy |
| 48 | NTRS | Northern Trust CORP | — | NEW | New buy |
| 49 | NVDA | Nvidia CORP | — | NEW | New buy |
| 50 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
According to official SEC Form 13F filings, Boston Trust Walden Corp reported a total U.S. public equity portfolio value of $13.1B across 372 disclosed positions in Q1 2025.
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, JPM) accounted for 11.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $443.8M
During Q1 2025, Boston Trust Walden Corp's top holdings by market value included MSFT (3.2%)、AAPL (2.9%)、JPM (1.8%). The largest single position, MSFT, represented 3.2% of total portfolio value.
In Q1 2025, Boston Trust Walden Corp made 50 total portfolio adjustments, initiating 50 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.