Boston Trust Walden CorpBoston Trust Walden Corp

Institutional investor · Portfolio as of Q4 2025

Top Holdings383 positions

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Activity:

MICROSOFT CORP

1M$484M3.7%$115.51+316.04%
28 qtrssince 2019-Q1
Decreased
0

APPLE INC

1.6M$421.7M3.2%$46.05+488.77%
28 qtrssince 2019-Q1
Decreased
0

ALPHABET INC

944,188$295.5M2.2%$107.79+189.81%
28 qtrssince 2019-Q1
Decreased
0

ALPHABET INC

822,967$258.2M1.9%$58.62+434.24%
28 qtrssince 2019-Q1
Decreased
0

JPMORGAN CHASE & CO

782,214$252M1.9%$94.36+236.70%
28 qtrssince 2019-Q1
Decreased
0

DONALDSON INC

2.4M$212.1M1.6%$48.85+79.74%
28 qtrssince 2019-Q1
Decreased
0

NVIDIA CORPORATION

1.1M$208.1M1.6%$133.64+39.23%
12 qtrssince 2023-Q1
Increased
54

VISA INC

493,676$173.1M1.3%$160.60+117.08%
28 qtrssince 2019-Q1
Decreased
0

APTARGROUP INC

1.4M$172.5M1.3%$111.01+8.63%
28 qtrssince 2019-Q1
Increased
55

HUBBELL INC

342,413$152.1M1.1%$174.61+155.78%
28 qtrssince 2019-Q1
Decreased
0

QUALYS INC

1.1M$146.7M1.1%$130.09+2.16%
20 qtrssince 2021-Q1
Decreased
0

JOHNSON & JOHNSON

668,626$138.4M1.0%$130.90+55.60%
28 qtrssince 2019-Q1
Decreased
0

CULLEN FROST BANKERS INC

1M$132.2M1.0%$108.17+14.64%
6 qtrssince 2024-Q3
Decreased
0

CINCINNATI FINL CORP

775,213$126.6M1.0%$105.05+53.71%
28 qtrssince 2019-Q1
Decreased
0

APPLIED INDL TECHNOLOGIES IN

484,060$124.3M0.9%$73.47+247.79%
28 qtrssince 2019-Q1
Decreased
0

WATTS WATER TECHNOLOGIES INC

437,716$120.8M0.9%$150.22+82.77%
28 qtrssince 2019-Q1
Decreased
0

GLOBUS MED INC

1.4M$119.4M0.9%$61.28+42.48%
2 qtrssince 2025-Q3
Increased
49

ACCENTURE PLC IRELAND

420,875$112.9M0.9%$165.88+57.21%
28 qtrssince 2019-Q1
Decreased
0

EXLSERVICE HLDGS INC

2.6M$110.7M0.8%$25.96+63.47%
28 qtrssince 2019-Q1
Decreased
0

COMMERCE BANCSHARES INC

2.1M$109.1M0.8%$49.19+5.28%
28 qtrssince 2019-Q1
Increased
46
$13.2B
AUM
383
Positions
Q4 2025
Filing
HI score · 2.5/5
Quarterly 13F Value Change
+7%Q3'24$14.4B-1%Q4'24$14.3B-4%Q1'25$13.7B+2%Q2'25$14B-3%Q3'25$13.6B-3%Q4'25$13.2B
Activity profile
$ moved · Q4'25
New10%Increased17%Decreased66%Exited7%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 5.2 years
<1Q2%1-4Q5%1-2Y9%2Y+84%

Boston Trust Walden Corp manages $13.2B across 383 positions as of Q4 2025. Top holdings: MSFT (3.7%), AAPL (3.2%), GOOGL (2.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.

Q4 2025 Summary

Active quarter - 11 new positions, 19 exits, 47 increased. Top move: ATR (INCREASED, conviction 55). Portfolio: $13.2B across 383 positions.

Top holdings by portfolio weight

Total AUM$13B
MSFT3.65%
AAPL3.18%
GOOGL2.23%
GOOG1.95%
JPM1.90%
DCI1.60%
NVDA1.57%
V1.31%
ATR1.30%
HUBB1.15%
Other1.11%

Portfolio allocation by GICS sector

Sectors11
Technology24.85%
Industrials15.21%
Financial Services14.88%
Healthcare13.51%
Consumer Cyclical8.76%
Communication Services5.57%
Consumer Defensive5.45%
Utilities3.41%
Energy3.05%
Real Estate2.95%
Other2.36%

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&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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Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

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5Q
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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