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CIK: 0001534866
Total reported value
$13.1B
$13.1B
374 檔
12.3%
The Q2 2025 SEC filing reveals that Boston Trust Walden Corp held a total portfolio value of $13.1B, covering 374 public equity positions.
Boston Trust Walden Corp executed strategic sector rebalancing during Q2 2025, establishing 1 new positions while fully exiting 3 holdings and trimming 20 positions.
Showing top 200 holdings (of 374 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.03% | -0.22% | -3.86% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.57% | +0.09% | -2.72% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.98% | +0.02% | -5.73% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.57% | +0.18% | -6.59% | |
| 5 | DCI | Donaldson Co Inc | Stock-Industrials | 1.40% | -0.07% | +7.78% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 1.39% | +0.04% | -14.98% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.35% | +0.18% | -1.63% | |
| 8 | ATR | Aptargroup Inc | Stock-Healthcare | 1.18% | -0.16% | -6.96% | |
| 9 | QLYS | Qualys Inc | Stock-Tech | 1.16% | +0.30% | +8.39% | |
| 10 | ACN | Accenture plc | Stock-Tech | 1.15% | -0.29% | +1.83% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.11% | -0.07% | -7.10% | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 1.09% | — | -2.82% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | +0.34% | +23.77% | |
| 14 | HUBB | Hubbell Inc | Stock-Industrials | 1.07% | -0.06% | +22.49% | |
| 15 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 1.01% | -0.23% | -1.09% | |
| 16 | FDS | Factset Research Systems Inc | Stock-Financials | 0.95% | -0.04% | +0.15% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.92% | -0.13% | -1.57% | |
| 18 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.91% | +0.20% | +1.01% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 0.90% | -0.06% | -1.76% | |
| 20 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.89% | +0.06% | +3.60% | |
| 21 | SEIC | Sei Investments Company | Stock-Financials | 0.88% | -0.01% | +3.33% | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 0.87% | -0.06% | -3.47% | |
| 23 | CHH | Choice Hotels Intl Inc | Stock-Consumer Disc | 0.87% | -0.04% | +2.17% | |
| 24 | CB | Chubb Limited | Stock-Financials | 0.86% | -0.05% | -6.73% | |
| 25 | CHE | Chemed CORP | Stock-Healthcare | 0.86% | +0.07% | +0.44% | |
| 26 | EXLS | Exlservice Holdings Inc | Stock-Tech | 0.86% | -0.13% | +1.75% | |
| 27 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.84% | +0.14% | +2.01% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.82% | +0.22% | -6.14% | |
| 29 | PRGS | Progress Software CORP | Stock-Other | 0.82% | -0.36% | EXIT | |
| 30 | NTRS | Northern Trust CORP | Stock-Financials | 0.79% | -0.05% | +1.73% | |
| 31 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.77% | -0.05% | +0.79% | |
| 32 | AMAT | Applied Materials Inc | Stock-Tech | 0.76% | +0.47% | +3.61% | |
| 33 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.74% | -0.52% | +1.92% | |
| 34 | WAT | Waters CORP | Stock-Healthcare | 0.73% | +0.02% | +2.27% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.72% | — | -16.53% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.69% | -0.13% | -3.48% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.69% | — | -15.05% | |
| 38 | ALLE | Allegion plc | Stock-Industrials | 0.69% | -0.09% | +9.94% | |
| 39 | SIGI | Selective Insurance Group | Stock-Financials | 0.69% | +0.04% | +6.04% | |
| 40 | SMPL | Simply Good Foods Co/the | Stock-Other | 0.68% | -0.25% | +1.05% | |
| 41 | AXP | American Express Co | Stock-Financials | 0.68% | +0.02% | +32.06% | |
| 42 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.67% | -0.10% | +2.75% | |
| 43 | IBOC | International Bancshares Crp | Stock-Other | 0.67% | +0.16% | +0.50% | |
| 44 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 0.66% | -0.15% | -9.42% | |
| 45 | CBSH | Commerce Bancshares Inc | Stock-Financials | 0.66% | +0.15% | +1.91% | |
| 46 | MGY | Magnolia Oil & Gas CORP - A | Stock-Energy | 0.64% | -0.38% | +25.96% | |
| 47 | SLGN | Silgan Holdings Inc | Stock-Consumer Disc | 0.64% | +0.01% | -11.28% | |
| 48 | AYI | Acuity Inc | Stock-Industrials | 0.62% | +0.20% | +43.04% | |
| 49 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.61% | -0.33% | -8.10% | |
| 50 | SYY | Sysco CORP | Stock-Consumer Staples | 0.60% | -0.01% | +20.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | -3.86% | Trim |
| 2 | NVDA | Nvidia CORP | +0.5% | +23.77% | Add |
| 3 | HUBB | Hubbell Inc | +0.3% | +22.49% | Add |
| 4 | ORCL | Oracle CORP | +0.3% | -1.76% | Trim |
| 5 | AXP | American Express Co | +0.2% | +32.06% | Add |
| 6 | AYI | Acuity Inc | +0.2% | +43.04% | Add |
| 7 | QLYS | Qualys Inc | +0.2% | +8.39% | Add |
| 8 | NTRS | Northern Trust CORP | +0.2% | +1.73% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | -5.73% | Trim |
| 10 | AMAT | Applied Materials Inc | +0.2% | +3.61% | Add |
| 11 | PRGS | Progress Software CORP | +0.2% | +1.86% | Add |
| 12 | EVR | Evercore Inc - A | +0.2% | +23.94% | Add |
| 13 | JAZZ | Jazz Pharmaceuticals plc | +0.2% | +129.14% | Add |
| 14 | MS | Morgan Stanley | +0.2% | +6017.75% | Add |
| 15 | WTS | Watts Water Technologies-a | +0.1% | +1.01% | Add |
| 16 | STE | STERIS plc | +0.1% | +26.42% | Add |
| 17 | SEIC | Sei Investments Company | +0.1% | +3.33% | Add |
| 18 | KLAC | Kla CORP | +0.1% | +20.77% | Add |
| 19 | DCI | Donaldson Co Inc | +0.1% | +7.78% | Add |
| 20 | UFPT | Ufp Technologies Inc | +0.1% | +19.25% | Add |
| 21 | ACLS | Axcelis Technologies Inc | +0.1% | +2.37% | Add |
| 22 | IEX | Idex CORP | +0.1% | +40.02% | Add |
| 23 | AMAL | Amalgamated Financial CORP | +0.1% | NEW | New buy |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | -1.63% | Trim |
| 25 | NDSN | Nordson CORP | +0.1% | +22.78% | Add |
| 26 | ALLE | Allegion plc | +0.1% | +9.94% | Add |
| 27 | EWBC | East West Bancorp Inc | +0.1% | +25.76% | Add |
| 28 | AM | Antero Midstream CORP | +0.1% | +24.41% | Add |
| 29 | TFX | Teleflex Inc | -0.1% | EXIT | Sold out |
| 30 | NSP | Insperity Inc | -0.1% | EXIT | Sold out |
| 31 | COP | Conocophillips | -0.1% | -23.53% | Trim |
| 32 | PEP | Pepsico Inc | -0.1% | -3.48% | Trim |
| 33 | COLM | Columbia Sportswear Co | -0.1% | +0.46% | Add |
| 34 | ADI | Analog Devices Inc | -0.2% | -44.79% | Trim |
| 35 | COO | Cooper Cos Inc/the | -0.2% | +1.92% | Add |
| 36 | HP | Helmerich & Payne | -0.2% | EXIT | Sold out |
| 37 | CRVL | Corvel CORP | -0.2% | -20.80% | Trim |
| 38 | WHD | Cactus Inc - A | -0.2% | -23.16% | Trim |
| 39 | UNP | Union Pacific CORP | -0.2% | -15.05% | Trim |
| 40 | TTC | Toro Co | -0.2% | -44.69% | Trim |
| 41 | CORT | Corcept Therapeutics Inc | -0.2% | -2.18% | Trim |
| 42 | AZO | Autozone Inc | -0.2% | -23.02% | Trim |
| 43 | JNJ | Johnson & Johnson | -0.2% | -7.10% | Trim |
| 44 | CVCO | Cavco Industries Inc | -0.2% | -14.92% | Trim |
| 45 | THG | Hanover Insurance Group Inc/ | -0.2% | -49.98% | Trim |
| 46 | CHE | Chemed CORP | -0.3% | +0.44% | Add |
| 47 | V | Visa Inc-class A Shares | -0.3% | -14.98% | Trim |
| 48 | BDX | Becton Dickinson And Co | -0.3% | -30.17% | Trim |
| 49 | AAPL | Apple Inc | -0.4% | -2.72% | Trim |
| 50 | UNH | Unitedhealth Group Inc | -0.7% | -30.76% | Trim |
According to official SEC Form 13F filings, Boston Trust Walden Corp reported a total U.S. public equity portfolio value of $13.1B across 374 disclosed positions in Q2 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 12.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
AMAL
市值: $17.0M
Top Position Liquidated / Trimmed
HP
前期市值: $21.8M
During Q2 2025, Boston Trust Walden Corp's top holdings by market value included MSFT (4.0%)、AAPL (2.6%)、JPM (2.0%). The largest single position, MSFT, represented 4.0% of total portfolio value.
In Q2 2025, Boston Trust Walden Corp made 50 total portfolio adjustments, initiating 1 new buys, adding to 26 positions, trimming 20 holdings, and fully liquidating 3 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.
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