Boston Trust Walden CorpBoston Trust Walden Corp

Institutional investor · Portfolio as of Q2 2025

Top Holdings374 positions

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Activity:

MICROSOFT CORP

1.1M$565.3M4.0%$115.51+326.40%
26 qtrssince 2019-Q1
Decreased
0

APPLE INC

1.8M$360.2M2.6%$46.05+343.41%
26 qtrssince 2019-Q1
Decreased
0

JPMORGAN CHASE & CO

955,538$277M2.0%$94.36+200.02%
26 qtrssince 2019-Q1
Decreased
0

ALPHABET INC

1.2M$220.2M1.6%$107.79+62.92%
26 qtrssince 2019-Q1
Decreased
0

DONALDSON INC

2.8M$196M1.4%$48.85+39.57%
26 qtrssince 2019-Q1
Increased
52

VISA INC

550,016$195.3M1.4%$160.60+118.94%
26 qtrssince 2019-Q1
Decreased
0

ALPHABET INC

1.1M$189.2M1.3%$58.62+201.54%
26 qtrssince 2019-Q1
Decreased
0

APTARGROUP INC

1.1M$165.9M1.2%$105.99+44.98%
26 qtrssince 2019-Q1
Decreased
0

QUALYS INC

1.1M$162.6M1.2%$130.07+9.84%
18 qtrssince 2021-Q1
Increased
52

ACCENTURE PLC IRELAND

541,631$161.9M1.2%$165.88+74.27%
26 qtrssince 2019-Q1
Increased
49

JOHNSON & JOHNSON

1M$155M1.1%$130.90+13.29%
26 qtrssince 2019-Q1
Decreased
0

AUTOMATIC DATA PROCESSING IN

497,530$153.4M1.1%$144.46+106.39%
26 qtrssince 2019-Q1
Decreased
0

NVIDIA CORPORATION

965,386$152.5M1.1%$125.46+25.62%
10 qtrssince 2023-Q1
Increased
58

HUBBELL INC

368,660$150.6M1.1%$174.61+131.42%
26 qtrssince 2019-Q1
Increased
58

CULLEN FROST BANKERS INC

1.1M$141.4M1.0%$108.17+14.55%
4 qtrssince 2024-Q3
Decreased
0

FACTSET RESH SYS INC

297,512$133.1M0.9%$332.70+31.69%
26 qtrssince 2019-Q1
Increased
42

COSTCO WHOLESALE CORPORATION

129,590$128.3M0.9%$219.26+348.25%
26 qtrssince 2019-Q1
Decreased
0

WATTS WATER TECHNOLOGIES INC

518,722$127.5M0.9%$150.22+62.21%
26 qtrssince 2019-Q1
Increased
43

ORACLE CORP

577,772$126.3M0.9%$85.60+152.00%
26 qtrssince 2019-Q1
Decreased
0

CINCINNATI FINL CORP

833,789$124.2M0.9%$105.05+38.65%
26 qtrssince 2019-Q1
Increased
44
$14B
AUM
374
Positions
Q2 2025
Filing
HI score · 2.5/5
Quarterly 13F Value Change
+6%Q1'24$14B-4%Q2'24$13.5B+7%Q3'24$14.4B-1%Q4'24$14.3B-4%Q1'25$13.7B+2%Q2'25$14B
Activity profile
$ moved · Q2'25
New2%Increased45%Decreased50%Exited4%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 4.9 years
<1Q1%1-4Q7%1-2Y6%2Y+85%

Boston Trust Walden Corp manages $14B across 374 positions as of Q2 2025. Top holdings: MSFT (4.0%), AAPL (2.6%), JPM (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.

Q2 2025 Summary

Active quarter - 12 new positions, 10 exits, 134 increased. Top move: NVDA (INCREASED, conviction 58). Portfolio: $14.0B across 374 positions.

Top holdings by portfolio weight

Total AUM$14B
MSFT4.03%
AAPL2.57%
JPM1.98%
GOOGL1.57%
DCI1.40%
V1.39%
GOOG1.35%
ATR1.18%
QLYS1.16%
ACN1.15%
Other1.11%

Portfolio allocation by GICS sector

Sectors11
Technology24.75%
Financial Services17.15%
Industrials14.26%
Healthcare12.80%
Consumer Cyclical9.27%
Consumer Defensive6.28%
Communication Services4.06%
Energy3.20%
Utilities3.09%
Real Estate2.66%
Other2.47%

Behavioral investing profile

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Steady Compounder- primarily Technology, Financial Services, Industrials
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Solid(2.5 / 5.0)
Holdings P&L74
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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