Boston Trust Walden Corp Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Boston Trust Walden Corp disclosed 389 stock positions valued at approximately $13.13B as of quarter-end June 30, 2026. The largest holdings include APPLE INC, MICROSOFT CORP, and ALPHABET INC-A.
- Report Period
- June 30, 2026
- No. of Stocks
- 389
- Portfolio Value
- $13.13B
Holdings by Sector
Boston Trust Walden Corp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 3.20% | 1,452,559 | -37,965 | -2.55% | $420,312,472 |
| MICROSOFT CORP | MSFT | Technology | 2.73% | 961,305 | -7,856 | -0.81% | $358,585,991 |
| ALPHABET INC-A | GOOGL | Communication Services | 2.21% | 812,426 | -46,818 | -5.45% | $290,336,680 |
| ALPHABET INC-CL C | GOOG | Communication Services | 2.00% | 742,061 | -31,127 | -4.03% | $262,192,413 |
| NVIDIA CORP | NVDA | Technology | 1.92% | 1,262,697 | +160,300 | +14.54% | $252,653,043 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.81% | 726,541 | +43,302 | +6.34% | $237,818,666 |
| APPLIED MATERIALS, INC. | AMAT | Technology | 1.27% | 231,137 | -53,466 | -18.79% | $167,112,051 |
| DONALDSON CO INC | DCI | Industrials | 1.26% | 1,846,607 | -53,809 | -2.83% | $165,769,871 |
| HUBBELL INC | HUBB | Industrials | 1.26% | 316,270 | -11,699 | -3.57% | $165,472,717 |
| APTARGROUP INC | ATR | Healthcare | 1.24% | 1,303,726 | -45,763 | -3.39% | $163,226,495 |
| VISA INC | V | Financial Services | 1.22% | 466,632 | -9,627 | -2.02% | $160,096,773 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.12% | 580,833 | +261,928 | +82.13% | $147,514,157 |
| APPLIED INDUSTRIAL TECH INC | AIT | Industrials | 1.10% | 427,345 | -12,091 | -2.75% | $144,506,876 |
| WATTS WATER TECHNOLOGIES-A | WTS | Industrials | 1.10% | 368,967 | -10,057 | -2.65% | $144,432,132 |
| CINCINNATI FINANCIAL CORP | CINF | Financial Services | 1.04% | 737,311 | -18,536 | -2.45% | $136,505,766 |
| LITTELFUSE INC | LFUS | Technology | 1.03% | 298,327 | +6,934 | +2.38% | $135,837,233 |
| QUALYS INC | QLYS | Technology | 1.03% | 984,889 | -25,487 | -2.52% | $135,412,389 |
| CISCO SYSTEMS INC | CSCO | Technology | 1.03% | 1,147,532 | -123,622 | -9.73% | $134,789,109 |
| GLOBUS MEDICAL INC-A | GMED | Healthcare | 0.95% | 1,573,361 | +318,451 | +25.38% | $124,311,253 |
| COMMERCE BANCSHARES INC | CBSH | Financial Services | 0.93% | 2,114,015 | +179,879 | +9.30% | $122,084,384 |
| CULLEN/FROST BANKERS INC | CFR | Financial Services | 0.86% | 732,331 | -235,518 | -24.33% | $113,159,786 |
| KLA-TENCOR CORPORATION | KLAC | Technology | 0.85% | 370,140 | +331,312 | +853.28% | $111,674,939 |
| BADGER METER INC | BMI | Technology | 0.82% | 728,961 | +198,792 | +37.50% | $108,163,234 |
| METTLER-TOLEDO INTERNATIONAL | MTD | Healthcare | 0.82% | 84,386 | +42,690 | +102.38% | $107,803,959 |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 0.79% | 110,811 | -1,998 | -1.77% | $103,660,366 |
| ACUITY INC | AYI | Industrials | 0.78% | 270,642 | +17,911 | +7.09% | $101,940,016 |
| CHUBB LTD | CB | Financial Services | 0.77% | 298,391 | -7,008 | -2.29% | $101,673,749 |
| INTERNATIONAL BANCSHARES CRP | IBOC | Financial Services | 0.76% | 1,306,605 | +218,944 | +20.13% | $99,236,664 |
| CHOICE HOTELS INTL INC | CHH | Consumer Cyclical | 0.75% | 898,930 | -31,832 | -3.42% | $99,125,011 |
| CAVCO INDUSTRIES INC | CVCO | Consumer Cyclical | 0.73% | 155,713 | +15,930 | +11.40% | $95,666,953 |
Showing 30 of 389 holdings in the latest reporting period.