Boston Trust Walden Corp 13F holdings
Boston Trust Walden Corp reported 393 positions with a total reported value of $13.1B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-24. Top holdings by reported value: GOOGL ALPHABET INC-A (4.2%), AAPL APPLE INC (3.2%), MSFT MICROSOFT CORP (2.7%), NVDA NVIDIA CORP (1.9%), JPM JPMORGAN CHASE & CO (1.8%). Against 2026-03-31 it opened 17 new positions and exited 9. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 393 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| GOOGL ALPHABET INC-A | 1,554,487 | $552.5M | 4.2% |
| AAPL APPLE INC | 1,452,559 | $420.3M | 3.2% |
| MSFT MICROSOFT CORP | 961,305 | $358.6M | 2.7% |
| NVDA NVIDIA CORP | 1,262,697 | $252.7M | 1.9% |
| JPM JPMORGAN CHASE & CO | 726,541 | $237.8M | 1.8% |
| APPLIED MATERIALS, INC. | 231,137 | $167.1M | 1.3% |
| DCI DONALDSON CO INC | 1,846,607 | $165.8M | 1.3% |
| HUBB HUBBELL INC | 316,270 | $165.5M | 1.3% |
| ATR APTARGROUP INC | 1,303,726 | $163.2M | 1.2% |
| V VISA INC | 466,632 | $160.1M | 1.2% |
| JNJ JOHNSON & JOHNSON | 580,833 | $147.5M | 1.1% |
| AIT APPLIED INDUSTRIAL TECH INC | 427,345 | $144.5M | 1.1% |
| WTS WATTS WATER TECHNOLOGIES-A | 368,967 | $144.4M | 1.1% |
| CINCINNATI FINANCIAL CORP | 737,311 | $136.5M | 1.0% |
| LFUS LITTELFUSE INC | 298,327 | $135.8M | 1.0% |
| QLYS QUALYS INC | 984,889 | $135.4M | 1.0% |
| CSCO CISCO SYSTEMS INC | 1,147,532 | $134.8M | 1.0% |
| GMED GLOBUS MEDICAL INC-A | 1,573,361 | $124.3M | 0.9% |
| CBSH COMMERCE BANCSHARES INC | 2,114,015 | $122.1M | 0.9% |
| CFR CULLEN/FROST BANKERS INC | 732,331 | $113.2M | 0.9% |
| KLAC KLA-TENCOR CORPORATION | 370,140 | $111.7M | 0.9% |
| BMI BADGER METER INC | 728,961 | $108.2M | 0.8% |
| MTD METTLER-TOLEDO INTERNATIONAL | 84,386 | $107.8M | 0.8% |
| JAZZ JAZZ PHARMACEUTICALS PLC | 443,123 | $106.8M | 0.8% |
| COST COSTCO WHOLESALE CORP | 110,811 | $103.7M | 0.8% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 17 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| LENNOX INTL INC | 74,694 | $42.8M | 0.3% |
| BCPC BALCHEM CORP | 191,383 | $32.3M | 0.2% |
| WST WEST PHARMACEUTICAL SERVICES | 81,231 | $29.2M | 0.2% |
| NXPI NXP SEMICONDUCTORS NV | 55,669 | $15.6M | 0.1% |
| HONA HONEYWELL AEROSPACE INC | 6,607 | $1.5M | <0.1% |
| KKR KKR & CO INC | 5,961 | $547.1K | <0.1% |
| GLW CORNING INC | 1,450 | $370.4K | <0.1% |
| TTWO TAKE-TWO INTERACTIVE SOFTWRE | 1,270 | $317.5K | <0.1% |
| ROK ROCKWELL AUTOMATION INC. | 538 | $266.4K | <0.1% |
| ISHARES EXPONENTIAL TECHNOLOGI | 2,746 | $226.9K | <0.1% |
| TSM TAIWAN SEMICONDUCTOR ADR | 460 | $219.7K | <0.1% |
| CANADIAN NATL RAILWAY CO | 1,820 | $217.0K | <0.1% |
| VANGUARD MSCI PACIFIC ETF | 1,850 | $214.0K | <0.1% |
| SPDR MSCI ACWI CLIMATE PARIS A | 4,573 | $210.0K | <0.1% |
| ANET ARISTA NETWORKS INC | 1,232 | $209.3K | <0.1% |
| TRUIST FINL CORP | 4,044 | $201.5K | <0.1% |
| ISHARES TR USA ESG SLCT ETF | 1,297 | $200.1K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 9 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| XOM EXXON MOBIL CORPORATION | 606,423 | $102.9M | 0.8% |
| PRGS PROGRESS SOFTWARE CORP | 1,720,324 | $44.1M | 0.4% |
| AMPH AMPHASTAR PHARMACEUTICALS INC | 944,789 | $18.5M | 0.2% |
| LULU LULULEMON ATHLETICA INC | 88,335 | $13.5M | 0.1% |
| VANGUARD EXTENDED MARKET ETF | 3,548 | $730.2K | <0.1% |
| VANGUARD FTSE EUROPE ETF | 2,750 | $226.7K | <0.1% |
| CSG SYSTEMS INTL INC | 2,820 | $225.4K | <0.1% |
| FISV FISERV, INC. | 4,035 | $225.2K | <0.1% |
| INGR INGREDION INC | 1,978 | $222.8K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| KLAC KLA-TENCOR CORPORATION | 38,828 | 370,140 | +853.3% | $111.7M |
| MTD METTLER-TOLEDO INTERNATIONAL | 41,696 | 84,386 | +102.4% | $107.8M |
| VLTO VERALTO CORP | 304,735 | 778,667 | +155.5% | $69.1M |
| BKNG BOOKING HLDGS INC | 9,345 | 223,480 | +2,291.4% | $39.8M |
| NVDA NVIDIA CORP | 1,102,397 | 1,262,697 | +14.5% | $252.7M |
| HALO HALOZYME THERAPEUTICS INC | 679,563 | 1,083,062 | +59.4% | $84.8M |
| AVGO BROADCOM LTD | 24,613 | 107,948 | +338.6% | $40.8M |
| BMI BADGER METER INC | 530,169 | 728,961 | +37.5% | $108.2M |
| POWI POWER INTEGRATIONS INC | 577,605 | 882,471 | +52.8% | $73.9M |
| GMED GLOBUS MEDICAL INC-A | 1,254,910 | 1,573,361 | +25.4% | $124.3M |
| PIPR PIPER SANDLER COMPANIES | 165,609 | 437,008 | +163.9% | $31.6M |
| EVR EVERCORE PARTNERS INC-CL A | 61,316 | 115,831 | +88.9% | $39.5M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| COOPER COS INC/THE | 1,159,562 | 296,702 | -74.4% | $21.3M |
| MKC MCCORMICK & CO INC | 1,060,327 | 150,516 | -85.8% | $7.6M |
| ON ON SEMICONDUCTOR CORPORATION | 1,038,146 | 622,620 | -40.0% | $58.9M |
| APPLIED MATERIALS, INC. | 284,603 | 231,137 | -18.8% | $167.1M |
| CHKP CHECK POINT SOFTWARE TECH LTOR | 290,923 | 8,716 | -97.0% | $1.1M |
| CFR CULLEN/FROST BANKERS INC | 967,849 | 732,331 | -24.3% | $113.2M |
| DOX AMDOCS LTD ORD | 642,565 | 54,635 | -91.5% | $2.8M |
| AOS SMITH (A.O.) CORP | 1,050,930 | 587,999 | -44.0% | $36.9M |
| GOOGL ALPHABET INC-A | 1,632,432 | 1,554,487 | -4.8% | $552.5M |
| PLXS PLEXUS CORP | 296,479 | 208,024 | -29.8% | $62.5M |
| SMPL SIMPLY GOOD FOODS CO | 3,635,464 | 1,787,765 | -50.8% | $23.7M |
| IDCC INTERDIGITAL INC | 78,203 | 1,468 | -98.1% | $415.6K |
CIK 1534866 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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