Boston Trust Walden Corp
Institutional investor · Portfolio as of Q3 2025
Top Holdings391 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.1M | $546.2M | 4.0% | $116.22 | +341.97% | 27 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.6M | $406.7M | 3.0% | $95.50 | +165.66% | 27 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 825,787 | $260.5M | 1.9% | $95.53 | +227.37% | 27 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.1M | $257M | 1.9% | $98.69 | +147.14% | 27 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 931,257 | $226.8M | 1.7% | $95.41 | +155.95% | 27 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 2.7M | $221.2M | 1.6% | $49.47 | +63.15% | 27 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 995,861 | $185.8M | 1.4% | $128.47 | +41.54% | 11 qtrssince 2023-Q1 | Increased 50 |
VISA INC-CLASS A SHARES | 509,138 | $173.8M | 1.3% | $160.60 | +110.88% | 27 qtrssince 2019-Q1 | Decreased 0 |
APTARGROUP INC | 1.2M | $165M | 1.2% | $109.61 | +20.12% | 27 qtrssince 2019-Q1 | Increased 55 |
QUALYS INC | 1.1M | $151.7M | 1.1% | $129.76 | +5.19% | 19 qtrssince 2021-Q1 | Increased 48 |
HUBBELL INC | 350,616 | $150.9M | 1.1% | $174.61 | +143.42% | 27 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 506,419 | $142.4M | 1.0% | $86.33 | +226.12% | 27 qtrssince 2019-Q1 | Decreased 0 |
CULLEN/FROST BANKERS INC | 1.1M | $138.4M | 1.0% | $109.90 | +14.88% | 5 qtrssince 2024-Q3 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 470,778 | $138.2M | 1.0% | $147.37 | +97.31% | 27 qtrssince 2019-Q1 | Decreased 0 |
WATTS WATER TECHNOLOGIES-A | 477,613 | $133.4M | 1.0% | $151.09 | +82.56% | 27 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 714,594 | $132.5M | 1.0% | $133.16 | +35.53% | 27 qtrssince 2019-Q1 | Decreased 0 |
APPLIED INDUSTRIAL TECH INC | 503,977 | $131.6M | 1.0% | $73.47 | +252.94% | 27 qtrssince 2019-Q1 | Decreased 0 |
CINCINNATI FINANCIAL CORP | 785,456 | $124.2M | 0.9% | $106.12 | +46.59% | 27 qtrssince 2019-Q1 | Decreased 0 |
EXLSERVICE HOLDINGS INC | 2.7M | $119.8M | 0.9% | $28.22 | +55.81% | 27 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 125,264 | $115.9M | 0.9% | $219.26 | +319.71% | 27 qtrssince 2019-Q1 | Decreased 0 |
Boston Trust Walden Corp manages $13.6B across 391 positions as of Q3 2025. Top holdings: MSFT (4.0%), AAPL (3.0%), JPM (1.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 29 new positions, 12 exits, 86 increased. Top move: ATR (INCREASED, conviction 55). Portfolio: $13.6B across 391 positions.
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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