Boston Trust Walden CorpBoston Trust Walden Corp

Institutional investor · Portfolio as of Q2 2026

Top Holdings396 positions

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Activity:

Apple Inc.

1.5M$420.3M3.2%$46.05+527.83%
30 qtrssince 2019-Q1
Decreased
0

Microsoft Corporation

961,305$358.6M2.7%$115.51+222.32%
30 qtrssince 2019-Q1
Decreased
0

Alphabet Inc.

812,426$290.3M2.2%$107.79+231.32%
30 qtrssince 2019-Q1
Decreased
0

Alphabet Inc.

742,061$262.2M2.0%$58.62+502.33%
30 qtrssince 2019-Q1
Decreased
0

NVIDIA Corporation

1.3M$252.7M1.9%$142.05+40.71%
14 qtrssince 2023-Q1
Increased
55

JPMorgan Chase & Co.

726,541$237.8M1.8%$93.89+245.34%
30 qtrssince 2019-Q1
Decreased
0

Applied Materials, Inc.

231,137$167.1M1.3%$161.28+347.80%
19 qtrssince 2021-Q4
Decreased
0

Donaldson Company, Inc.

1.8M$165.8M1.3%$48.85+83.17%
30 qtrssince 2019-Q1
Decreased
0

Hubbell Incorporated

316,270$165.5M1.3%$173.43+200.75%
30 qtrssince 2019-Q1
Decreased
0

AptarGroup, Inc.

1.3M$163.2M1.2%$111.01+12.38%
30 qtrssince 2019-Q1
Decreased
0

Visa Inc.

466,632$160.1M1.2%$160.60+113.24%
30 qtrssince 2019-Q1
Decreased
0

Johnson & Johnson

580,833$147.5M1.1%$130.90+93.07%
30 qtrssince 2019-Q1
Decreased
0

Applied Industrial Technologies Incorporated

427,345$144.5M1.1%$73.47+359.60%
30 qtrssince 2019-Q1
Decreased
0

Watts Water Technologies, Inc.

368,967$144.4M1.1%$150.22+160.14%
30 qtrssince 2019-Q1
Decreased
0

Cincinnati Financial Corporation

737,311$136.5M1.0%$105.05+76.23%
30 qtrssince 2019-Q1
Decreased
0

Littelfuse, Inc.

298,327$135.8M1.0%$252.36+80.08%
18 qtrssince 2022-Q1
Increased
49

Qualys, Inc.

984,889$135.4M1.0%$130.09+5.69%
22 qtrssince 2021-Q1
Decreased
0

Cisco Systems, Inc.

1.1M$134.8M1.0%$43.50+167.96%
30 qtrssince 2019-Q1
Decreased
0

Globus Medical Inc

1.6M$124.3M0.9%$64.87+21.80%
4 qtrssince 2025-Q3
Increased
52

Commerce Bancshares, Inc.

2.1M$122.1M0.9%——
30 qtrssince 2019-Q1
Increased
46
$13.1B
AUM
396
Positions
Q2 2026
Filing
HI score · 2.5/5
Quarterly 13F Value Change
-4%Q1'25$13.7B+2%Q2'25$14B-3%Q3'25$13.6B-3%Q4'25$13.2B-8%Q1'26$12.2B+8%Q2'26$13.1B
Activity profile
$ moved · Q2'26
New4%Increased35%Decreased54%Exited6%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 5.4 years
<1Q3%1-4Q7%1-2Y7%2Y+83%

Boston Trust Walden Corp manages $13.1B across 396 positions as of Q2 2026. Top holdings: AAPL (3.2%), MSFT (2.7%), GOOGL (2.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.

Q2 2026 Summary

Active quarter - 18 new positions, 10 exits, 88 increased. Top move: NVDA (INCREASED, conviction 55). Portfolio: $13.1B across 396 positions.

Top holdings by portfolio weight

Total AUM$13B
AAPL3.20%
MSFT2.73%
GOOGL2.21%
GOOG2.00%
NVDA1.92%
JPM1.81%
AMAT1.27%
DCI1.26%
HUBB1.26%
ATR1.24%
Other1.22%

Portfolio allocation by GICS sector

Sectors11
Technology24.01%
Industrials16.97%
Financial Services14.88%
Healthcare14.32%
Consumer Cyclical8.41%
Communication Services5.52%
Consumer Defensive4.66%
Utilities3.30%
Real Estate2.85%
Energy2.37%
Other2.73%

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&L76
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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