Boston Trust Walden CorpBoston Trust Walden Corp

Institutional investor · Portfolio as of Q1 2026

Top Holdings388 positions

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Activity:

Apple Inc.

1.5M$378.3M3.1%$46.05+450.15%
29 qtrssince 2019-Q1
Decreased
0

Microsoft Corporation

969,161$358.8M2.9%$115.51+219.17%
29 qtrssince 2019-Q1
Decreased
0

Alphabet Inc.

859,244$247.1M2.0%$107.79+166.44%
29 qtrssince 2019-Q1
Decreased
0

Alphabet Inc.

773,188$221.8M1.8%$58.62+388.72%
29 qtrssince 2019-Q1
Decreased
0

JPMorgan Chase & Co.

739,677$217.6M1.8%$93.89+208.76%
29 qtrssince 2019-Q1
Decreased
0

NVIDIA Corporation

1.1M$192.3M1.6%$133.64+30.20%
13 qtrssince 2023-Q1
Decreased
0

AptarGroup, Inc.

1.3M$170.1M1.4%$111.01+12.68%
29 qtrssince 2019-Q1
Decreased
0

Donaldson Company, Inc.

1.9M$161.3M1.3%$48.85+72.53%
29 qtrssince 2019-Q1
Decreased
0

Hubbell Incorporated

327,969$160.9M1.3%$173.43+181.25%
29 qtrssince 2019-Q1
Decreased
0

Johnson & Johnson

594,061$145.2M1.2%$130.90+84.76%
29 qtrssince 2019-Q1
Decreased
0

Visa Inc.

476,259$143.9M1.2%$160.60+87.46%
29 qtrssince 2019-Q1
Decreased
0

Cullen/Frost Bankers, Inc.

967,849$132.7M1.1%$108.17+24.96%
7 qtrssince 2024-Q3
Decreased
0

Cincinnati Financial Corporation

755,847$118.9M1.0%$105.05+48.96%
29 qtrssince 2019-Q1
Decreased
0

Applied Industrial Technologies Incorporated

439,436$116.6M1.0%$73.47+260.03%
29 qtrssince 2019-Q1
Decreased
0

Costco Wholesale Corporation

112,809$112.4M0.9%$219.26+353.07%
29 qtrssince 2019-Q1
Decreased
0

Watts Water Technologies, Inc.

379,024$110M0.9%$150.22+92.52%
29 qtrssince 2019-Q1
Decreased
0

Globus Medical Inc

1.3M$108.1M0.9%$61.28+40.60%
3 qtrssince 2025-Q3
Decreased
0

Ross Stores, Inc.

481,674$104.3M0.9%$93.01+132.00%
29 qtrssince 2019-Q1
Decreased
0

EXXON MOBIL CORP

606,423$102.9M0.8%$63.50+113.93%
29 qtrssince 2019-Q1
Decreased
0

Magnolia Oil & Gas Corp.

3.2M$101.9M0.8%$23.51+32.53%
9 qtrssince 2024-Q1
Decreased
0
$12.2B
AUM
388
Positions
Q1 2026
Filing
HI score · 2.5/5
Quarterly 13F Value Change
-1%Q4'24$14.3B-4%Q1'25$13.7B+2%Q2'25$14B-3%Q3'25$13.6B-3%Q4'25$13.2B-8%Q1'26$12.2B
Activity profile
$ moved · Q1'26
New4%Increased20%Decreased73%Exited2%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 5.4 years
<1Q3%1-4Q5%1-2Y8%2Y+85%

Boston Trust Walden Corp manages $12.2B across 388 positions as of Q1 2026. Top holdings: AAPL (3.1%), MSFT (2.9%), GOOGL (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.

Q1 2026 Summary

Active quarter - 17 new positions, 12 exits, 78 increased. No standout high-conviction moves this quarter. Portfolio: $12.2B across 388 positions.

Top holdings by portfolio weight

Total AUM$12B
AAPL3.11%
MSFT2.95%
GOOGL2.03%
GOOG1.82%
JPM1.79%
NVDA1.58%
ATR1.40%
DCI1.33%
HUBB1.32%
JNJ1.19%
Other1.18%

Portfolio allocation by GICS sector

Sectors11
Technology22.14%
Industrials16.17%
Financial Services14.73%
Healthcare13.78%
Consumer Cyclical8.72%
Consumer Defensive5.83%
Communication Services5.48%
Energy4.00%
Utilities3.85%
Real Estate2.91%
Other2.39%

Behavioral investing profile

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Steady Compounder- primarily Technology, Industrials, Financial Services
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Solid(2.5 / 5.0)
Holdings P&L77
Conviction38
Concentration28
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

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