Boston Trust Walden Corp
- SEC CIK
- 0001534866
- Latest filing
- Jul 24, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Jul 24, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 367
- +2 vs. Q1 2023
- Portfolio value
- $12.2B
- +$607.1M (+5.2%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 1,391,229 | $473.8M | 3.9% | −51,679−3.6% | Reduced | History |
| AAPLApple Inc. | Stock | 2,242,714 | $435.0M | 3.6% | −57,617−2.5% | Reduced | History |
| ACNAccenture plc | Stock | 642,127 | $198.1M | 1.6% | +2,555+0.4% | Added | History |
| GOOGLAlphabet Inc. | Stock | 1,560,154 | $186.8M | 1.5% | −52,710−3.3% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 1,245,153 | $181.1M | 1.5% | −10,298−0.8% | Reduced | History |
| DCIDonaldson Co Inc | Stock | 2,710,940 | $169.5M | 1.4% | +80,040+3.0% | Added | History |
| JNJJohnson & Johnson | Stock | 1,015,564 | $168.1M | 1.4% | +19,919+2.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,334,624 | $161.4M | 1.3% | −8,815−0.7% | Reduced | History |
| ATRAptargroup, Inc. | Stock | 1,387,394 | $160.7M | 1.3% | +3,744+0.3% | Added | History |
| VVisa Inc. | Stock | 667,358 | $158.5M | 1.3% | −12,793−1.9% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 289,313 | $155.8M | 1.3% | −5,801−2.0% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 303,257 | $145.8M | 1.2% | +911+0.3% | Added | History |
| WATWaters Corp | COM | 529,984 | $141.3M | 1.2% | +131,883+33.1% | Added | History |
| SYKStryker Corp | Stock | 433,736 | $132.3M | 1.1% | −7,212−1.6% | Reduced | History |
| MEDPMedpace Holdings, Inc. | COM | 549,907 | $132.1M | 1.1% | −12,728−2.3% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 625,755 | $128.0M | 1.1% | +3,723+0.6% | Added | History |
| PEPPepsiCo Inc | Stock | 681,750 | $126.3M | 1.0% | +1,802+0.3% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 547,626 | $120.4M | 1.0% | +58,584+12.0% | Added | History |
| CMCSAComcast Corp | Stock | 2,877,294 | $119.6M | 1.0% | +62,927+2.2% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 666,700 | $119.5M | 1.0% | +852+0.1% | Added | History |
| HUBBHubbell Inc | COM | 350,646 | $116.3M | 1.0% | −19,119−5.2% | Reduced | History |
| CHEChemed Corp | COM | 208,369 | $112.9M | 0.9% | +9,905+5.0% | Added | History |
| CHHChoice Hotels International Inc | COM | 937,729 | $110.2M | 0.9% | +105,765+12.7% | Added | History |
| COOCooper Companies, Inc. | COM NEW | 280,874 | $107.7M | 0.9% | −18,193−6.1% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 403,284 | $106.5M | 0.9% | −2,786−0.7% | Reduced | History |
| NKENIKE, Inc. | Stock | 953,221 | $105.2M | 0.9% | −740−0.1% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 344,723 | $103.3M | 0.8% | +4,569+1.3% | Added | History |
| STAGSTAG Industrial, Inc. | COM | 2,760,139 | $99.0M | 0.8% | +126,827+4.8% | Added | History |
| QLYSQualys, Inc. | COM | 761,576 | $98.4M | 0.8% | +353,077+86.4% | Added | History |
| NTRSNorthern Trust Corp | COM | 1,306,562 | $96.9M | 0.8% | +400,045+44.1% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 1,842,423 | $95.3M | 0.8% | +22,442+1.2% | Added | History |
| ROSTRoss Stores, Inc. | COM | 848,926 | $95.2M | 0.8% | −23,608−2.7% | Reduced | History |
| FDSFactset Research Systems Inc | Stock | 235,115 | $94.2M | 0.8% | +22,437+10.5% | Added | History |
| CBChubb Ltd | Stock | 484,068 | $93.2M | 0.8% | +12,655+2.7% | Added | History |
| PRGSProgress Software Corp | COM | 1,598,102 | $92.8M | 0.8% | −67,222−4.0% | Reduced | History |
| JLLJones Lang Lasalle Inc | COM | 575,639 | $89.7M | 0.7% | +229,350+66.2% | Added | History |
| DEDeere & Co | Stock | 219,018 | $88.7M | 0.7% | −702−0.3% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 751,953 | $86.8M | 0.7% | −1,270−0.2% | Reduced | History |
| BLDQXO Insulation, LLC | Stock | 319,014 | $84.9M | 0.7% | +14,776+4.9% | Added | History |
| SIGISelective Insurance Group Inc | COM | 872,419 | $83.7M | 0.7% | +39,626+4.8% | Added | History |
| WHDCactus, Inc. | CL A | 1,961,895 | $83.0M | 0.7% | +87,938+4.7% | Added | History |
| AITApplied Industrial Technologies Inc | COM | 568,865 | $82.4M | 0.7% | −60,721−9.6% | Reduced | History |
| LOWLowes Companies Inc | Stock | 351,656 | $79.4M | 0.7% | +10,048+2.9% | Added | History |
| HPHelmerich & Payne, Inc. | COM | 2,235,284 | $79.2M | 0.6% | +100,679+4.7% | Added | History |
| CRICarters Inc | COM | 1,090,626 | $79.2M | 0.6% | +98,339+9.9% | Added | History |
| FLOFlowers Foods Inc | COM | 3,178,950 | $79.1M | 0.6% | +148,945+4.9% | Added | History |
| TROWPrice T Rowe Group Inc | Stock | 705,789 | $79.1M | 0.6% | −12,478−1.7% | Reduced | History |
| OGSONE Gas, Inc. | COM | 1,011,768 | $77.7M | 0.6% | +48,581+5.0% | Added | History |
| SEICSEI Investments Co | COM | 1,291,152 | $77.0M | 0.6% | +34,549+2.7% | Added | History |
| MASMasco Corp | COM | 1,316,077 | $75.5M | 0.6% | +27,279+2.1% | Added | History |
| COPConocoPhillips | Stock | 721,184 | $74.7M | 0.6% | −74,235−9.3% | Reduced | History |
| COLMColumbia Sportswear Co | COM | 952,129 | $73.5M | 0.6% | +40,574+4.5% | Added | History |
| EXLSExlService Holdings, Inc. | COM | 486,449 | $73.5M | 0.6% | +171,183+54.3% | Added | History |
| ADIAnalog Devices Inc | Stock | 366,195 | $71.3M | 0.6% | +38,820+11.9% | Added | History |
| LECOLincoln Electric Holdings Inc | COM | 358,604 | $71.2M | 0.6% | −89,593−20.0% | Reduced | History |
| TXRHTexas Roadhouse, Inc. | COM | 627,646 | $70.5M | 0.6% | +27,498+4.6% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 655,769 | $70.3M | 0.6% | −20,480−3.0% | Reduced | History |
| POWIPower Integrations Inc | COM | 739,878 | $70.0M | 0.6% | +21,218+3.0% | Added | History |
| SLGNSilgan Holdings Inc | COM | 1,486,064 | $69.7M | 0.6% | +60,180+4.2% | Added | History |
| TDCTeradata Corp | Stock | 1,290,332 | $68.9M | 0.6% | −79,698−5.8% | Reduced | History |
| CABOCable One, Inc. | COM | 104,174 | $68.5M | 0.6% | +4,757+4.8% | Added | History |
| SBUXStarbucks Corp | Stock | 683,543 | $67.7M | 0.6% | −24,551−3.5% | Reduced | History |
| AZOAutoZone Inc | COM | 25,990 | $64.8M | 0.5% | +99+0.4% | Added | History |
| ESEversource Energy | Stock | 909,552 | $64.5M | 0.5% | +121,952+15.5% | Added | History |
| ADBEAdobe Inc. | Stock | 130,639 | $63.9M | 0.5% | +1,043+0.8% | Added | History |
| Healthpeak Properties, Inc.71943U104 | COM | 4,535,387 | $63.5M | 0.5% | −231,608−4.9% | Reduced | – |
| USPHU S Physical Therapy Inc | COM | 505,108 | $61.3M | 0.5% | −42,987−7.8% | Reduced | History |
| GWWW.W. Grainger, Inc. | Stock | 76,557 | $60.4M | 0.5% | −3,910−4.9% | Reduced | History |
| IDCCInterDigital, Inc. | COM | 620,754 | $59.9M | 0.5% | −24,212−3.8% | Reduced | History |
| DGDollar General Corp | COM | 342,239 | $58.1M | 0.5% | +16,244+5.0% | Added | History |
| HAEHaemonetics Corp | COM | 668,860 | $56.9M | 0.5% | +19,953+3.1% | Added | History |
| IDAIdacorp Inc | COM | 545,080 | $55.9M | 0.5% | +23,320+4.5% | Added | History |
| SNASnap-on Inc | COM | 190,085 | $54.8M | 0.4% | +38,546+25.4% | Added | History |
| LFUSLittelfuse Inc | COM | 187,461 | $54.6M | 0.4% | +5,609+3.1% | Added | History |
| ORCLOracle Corp | Stock | 456,112 | $54.3M | 0.4% | −13,278−2.8% | Reduced | History |
| CBOECboe Global Markets, Inc. | COM | 388,278 | $53.6M | 0.4% | +21,847+6.0% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 213,959 | $53.5M | 0.4% | −2,920−1.3% | Reduced | History |
| EXPDExpeditors International of Washington Inc | COM | 438,829 | $53.2M | 0.4% | +27,774+6.8% | Added | History |
| AVYAvery Dennison Corp | COM | 306,904 | $52.7M | 0.4% | +63,556+26.1% | Added | History |
| NDSNNordson Corp | COM | 212,203 | $52.7M | 0.4% | +13,180+6.6% | Added | History |
| SLBSLB Limited | Stock | 1,069,499 | $52.5M | 0.4% | +9,055+0.9% | Added | History |
| AAgilent Technologies, Inc. | COM | 434,136 | $52.2M | 0.4% | +18,468+4.4% | Added | History |
| STESTERIS plc | SHS USD | 231,846 | $52.2M | 0.4% | −11,776−4.8% | Reduced | History |
| TELTE Connectivity plc | REG SHS | 367,478 | $51.5M | 0.4% | +12,131+3.4% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 273,714 | $51.5M | 0.4% | −6,156−2.2% | Reduced | History |
| CNSCohen & Steers, Inc. | COM | 886,601 | $51.4M | 0.4% | +35,995+4.2% | Added | History |
| CLBCore Laboratories Inc. | COM | 2,198,608 | $51.1M | 0.4% | +105,299+5.0% | Added | History |
| AOSSmith A O Corp | COM | 695,584 | $50.6M | 0.4% | +36,815+5.6% | Added | History |
| CRVLCorvel Corp | COM | 260,073 | $50.3M | 0.4% | +7,739+3.1% | Added | History |
| DOXAmdocs Ltd | SHS | 507,234 | $50.1M | 0.4% | +32,305+6.8% | Added | History |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 795,056 | $50.1M | 0.4% | +46,511+6.2% | Added | History |
| HSICHenry Schein Inc | COM | 604,862 | $49.1M | 0.4% | +36,201+6.4% | Added | History |
| FELEFranklin Electric Co Inc | COM | 470,229 | $48.4M | 0.4% | +14,761+3.2% | Added | History |
| PINCPremier, Inc. | CL A | 1,733,934 | $48.0M | 0.4% | +47,528+2.8% | Added | History |
| CVCOCavco Industries, Inc. | COM | 162,359 | $47.9M | 0.4% | −69,127−29.9% | Reduced | History |
| TFXTeleflex Inc | COM | 193,039 | $46.7M | 0.4% | +41,843+27.7% | Added | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 281,148 | $46.6M | 0.4% | +18,406+7.0% | Added | History |
| WTSWatts Water Technologies Inc | CL A | 247,937 | $45.6M | 0.4% | +6,631+2.7% | Added | History |
| ZBRAZebra Technologies Corp | CL A | 152,651 | $45.2M | 0.4% | +31,335+25.8% | Added | History |
| ICUIIcu Medical Inc | COM | 251,782 | $44.9M | 0.4% | +7,489+3.1% | Added | History |
Sold out since Q1 2023 (6)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| LWLamb Weston Holdings, Inc. | Stock | 212,064 | $22.2M | 0.2% | History |
| WASHWashington Trust Bancorp Inc | COM | 344,923 | $12.0M | 0.1% | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 5,695 | $735.8K | <0.1% | History |
| HTOH2O America | COM | 2,808 | $213.8K | <0.1% | History |
| FSLRFirst Solar, Inc. | Stock | 935 | $203.4K | <0.1% | History |
| HTGCHercules Capital, Inc. | COM | 11,400 | $146.9K | <0.1% | History |