Boston Trust Walden Corp
Institutional investor · Portfolio as of Q4 2025
Top Holdings383 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1M | $484M | 3.7% | $116.22 | +319.46% | 28 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.6M | $421.7M | 3.2% | $95.50 | +183.91% | 28 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 944,188 | $295.5M | 2.2% | $98.69 | +218.03% | 28 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 822,967 | $258.2M | 1.9% | $95.41 | +229.69% | 28 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 782,214 | $252M | 1.9% | $95.53 | +237.02% | 28 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 2.4M | $212.1M | 1.6% | $49.47 | +82.01% | 28 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 1.1M | $208.1M | 1.6% | $134.83 | +39.10% | 12 qtrssince 2023-Q1 | Increased 54 |
VISA INC-CLASS A SHARES | 493,676 | $173.1M | 1.3% | $160.60 | +117.08% | 28 qtrssince 2019-Q1 | Decreased 0 |
APTARGROUP INC | 1.4M | $172.5M | 1.3% | $111.01 | +8.63% | 28 qtrssince 2019-Q1 | Increased 55 |
HUBBELL INC | 342,413 | $152.1M | 1.1% | $174.61 | +155.78% | 28 qtrssince 2019-Q1 | Decreased 0 |
QUALYS INC | 1.1M | $146.7M | 1.1% | $129.76 | +3.70% | 20 qtrssince 2021-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 668,626 | $138.4M | 1.0% | $133.16 | +55.38% | 28 qtrssince 2019-Q1 | Decreased 0 |
CULLEN/FROST BANKERS INC | 1M | $132.2M | 1.0% | $109.90 | +16.71% | 6 qtrssince 2024-Q3 | Decreased 0 |
CINCINNATI FINANCIAL CORP | 775,213 | $126.6M | 1.0% | $105.05 | +53.71% | 28 qtrssince 2019-Q1 | Decreased 0 |
APPLIED INDUSTRIAL TECH INC | 484,060 | $124.3M | 0.9% | $73.47 | +247.79% | 28 qtrssince 2019-Q1 | Decreased 0 |
WATTS WATER TECHNOLOGIES-A | 437,716 | $120.8M | 0.9% | $151.09 | +85.34% | 28 qtrssince 2019-Q1 | Decreased 0 |
GLOBUS MED INC | 1.4M | $119.4M | 0.9% | $60.62 | +45.01% | 2 qtrssince 2025-Q3 | Increased 49 |
ACCENTURE PLC-CL A | 420,875 | $112.9M | 0.9% | $167.21 | +57.21% | 28 qtrssince 2019-Q1 | Decreased 0 |
EXLSERVICE HOLDINGS INC | 2.6M | $110.7M | 0.8% | $28.22 | +51.49% | 28 qtrssince 2019-Q1 | Decreased 0 |
COMMERCE BANCSHARES INC | 2.1M | $109.1M | 0.8% | $49.19 | +5.28% | 28 qtrssince 2019-Q1 | Increased 46 |
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 Rating: 2.5/5.0.
Active quarter - 11 new positions, 19 exits, 47 increased. Top move: ATR (INCREASED, conviction 55). Portfolio: $13.2B across 383 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