Boston Trust Walden Corp
Institutional investor · Portfolio as of Q2 2025
Top Holdings374 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.1M | $565.3M | 4.0% | $116.22 | +325.24% | 26 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.8M | $360.2M | 2.6% | $95.50 | +113.81% | 26 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 955,538 | $277M | 2.0% | $95.53 | +196.30% | 26 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.2M | $220.2M | 1.6% | $98.69 | +80.62% | 26 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 2.8M | $196M | 1.4% | $49.47 | +39.20% | 26 qtrssince 2019-Q1 | Increased 52 |
VISA INC-CLASS A SHARES | 550,016 | $195.3M | 1.4% | $160.60 | +118.94% | 26 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.1M | $189.2M | 1.3% | $95.41 | +86.56% | 26 qtrssince 2019-Q1 | Decreased 0 |
APTARGROUP INC | 1.1M | $165.9M | 1.2% | $105.99 | +44.98% | 26 qtrssince 2019-Q1 | Decreased 0 |
QUALYS INC | 1.1M | $162.6M | 1.2% | $129.72 | +8.72% | 18 qtrssince 2021-Q1 | Increased 52 |
ACCENTURE PLC-CL A | 541,631 | $161.9M | 1.2% | $167.21 | +74.27% | 26 qtrssince 2019-Q1 | Increased 49 |
JOHNSON & JOHNSON | 1M | $155M | 1.1% | $133.16 | +12.90% | 26 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 497,530 | $153.4M | 1.1% | $145.38 | +106.39% | 26 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 965,386 | $152.5M | 1.1% | $126.79 | +24.40% | 10 qtrssince 2023-Q1 | Increased 58 |
HUBBELL INC | 368,660 | $150.6M | 1.1% | $174.61 | +131.42% | 26 qtrssince 2019-Q1 | Increased 58 |
CULLEN/FROST BANKERS INC | 1.1M | $141.4M | 1.0% | $109.90 | +15.49% | 4 qtrssince 2024-Q3 | Decreased 0 |
FACTSET RESEARCH SYSTEMS INC | 297,512 | $133.1M | 0.9% | $337.94 | +29.72% | 26 qtrssince 2019-Q1 | Increased 42 |
COSTCO WHOLESALE CORP | 129,590 | $128.3M | 0.9% | $219.26 | +348.25% | 26 qtrssince 2019-Q1 | Decreased 0 |
WATTS WATER TECHNOLOGIES-A | 518,722 | $127.5M | 0.9% | $151.09 | +62.17% | 26 qtrssince 2019-Q1 | Increased 43 |
ORACLE CORP | 577,772 | $126.3M | 0.9% | $86.33 | +141.97% | 26 qtrssince 2019-Q1 | Decreased 0 |
CINCINNATI FINANCIAL CORP | 833,789 | $124.2M | 0.9% | $105.05 | +38.65% | 26 qtrssince 2019-Q1 | Increased 44 |
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 Rating: 2.5/5.0.
Active quarter - 12 new positions, 10 exits, 134 increased. Top move: NVDA (INCREASED, conviction 58). Portfolio: $14.0B across 374 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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