Boston Trust Walden Corp Portfolio Holdings by Sector
Boston Trust Walden Corp
- $13.8 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
MSFT QLYS ORCL CHKP CSGS DOX FFIV TDC 13 stocks |
$1.28 Million
9.3% of portfolio
|
8
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
DCI WTS NDSN IEX FELE AOS ITW AME 16 stocks |
$654,749
4.75% of portfolio
|
8
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
CFR IBOC CBSH INDB CATY UMBF SRCE PNC 11 stocks |
$482,025
3.49% of portfolio
|
3
|
7
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$477,087
3.46% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CINF CB SIGI AFG THG TRV ALL 7 stocks |
$444,626
3.22% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK STE ZBH UFPT EW INMD MDT ABT 9 stocks |
$389,235
2.82% of portfolio
|
5
|
4
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$360,166
2.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN EXLS JKHY BR CTSH IBM FISV CDW 8 stocks |
$349,328
2.53% of portfolio
|
5
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM EWBC BAC RY WFC TD 6 stocks |
$340,580
2.47% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
SEIC NTRS CNS TROW STT BK BEN 7 stocks |
$333,108
2.41% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ATR HAE BDX ICUI ISRG 5 stocks |
$312,476
2.27% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM POWI ADI ON AVGO TXN INTC 9 stocks |
$296,127
2.15% of portfolio
|
3
|
5
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP MA 3 stocks |
$293,497
2.13% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
WAT MTD MEDP CRL A DGX DHR TMO 8 stocks |
$287,569
2.08% of portfolio
|
6
|
2
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
SMPL MKC LANC FLO GIS INGR SJM K 8 stocks |
$281,201
2.04% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ACLS KLAC TER 4 stocks |
$258,279
1.87% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
AIT GWW MSM CNM FAST 5 stocks |
$242,376
1.76% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB AYI 2 stocks |
$236,973
1.72% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD RPM SXT MTX ECL PPG CBT SHW 8 stocks |
$230,167
1.67% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
FDS CBOE MSCI CME MCO SPGI ICE 7 stocks |
$229,066
1.66% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST BJ DG WMT TGT 5 stocks |
$225,895
1.64% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK AMGN ABBV LLY PFE BMY AZN 9 stocks |
$225,447
1.63% of portfolio
|
2
|
5
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
PRGS PAYC ANSS INTU SAP CRM NOW MANH 8 stocks |
$204,859
1.49% of portfolio
|
5
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO WSM GPC ORLY ULTA 5 stocks |
$202,081
1.47% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
MGY MTDR COP EOG 4 stocks |
$193,706
1.4% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA LECO TTC 3 stocks |
$177,182
1.28% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$174,814
1.27% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO ZBRA 2 stocks |
$168,282
1.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CLX CL CHD KMB UL 6 stocks |
$161,362
1.17% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
CVCO IBP DHI 3 stocks |
$160,554
1.16% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
OGS ATO CPK 3 stocks |
$160,365
1.16% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
CHE USPH HCA ENSG 4 stocks |
$160,264
1.16% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
STAG CUBE PLD 3 stocks |
$157,386
1.14% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
EXPD UPS LSTR 3 stocks |
$152,980
1.11% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
IDA ES WEC NEE ED DUK XEL 7 stocks |
$145,096
1.05% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
SLGN GPK BALL PKG AMCR 5 stocks |
$138,469
1.0% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
HALO JAZZ CORT NVO REGN VRTX 6 stocks |
$131,052
0.95% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
IDCC CMCSA VZ CHTR T 5 stocks |
$130,391
0.95% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
ROST LULU TJX 3 stocks |
$127,920
0.93% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
EVR DFIN MS GS SCHW JEF LPLA 7 stocks |
$124,119
0.9% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
CHH 1 stocks |
$122,521
0.89% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
LFUS PLXS 2 stocks |
$112,704
0.82% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
WTRG AWK 2 stocks |
$108,471
0.79% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
PBH AMPH ZTS 3 stocks |
$105,792
0.77% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
CRVL MMC BRO 3 stocks |
$104,812
0.76% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$101,900
0.74% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$99,807
0.72% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC WAB CSX 4 stocks |
$99,471
0.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
SCI HRB 2 stocks |
$98,132
0.71% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
WHD SLB BKR OII 4 stocks |
$96,527
0.7% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$96,334
0.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
VOO VSGX VWO IWM VO SPY IWD DSI 36 stocks |
$95,190
0.69% of portfolio
|
7
|
10
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$90,868
0.66% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
TXRH SBUX MCD CMG 4 stocks |
$86,554
0.63% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$84,689
0.61% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
DLB CTAS 2 stocks |
$82,328
0.6% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
JLL 1 stocks |
$78,281
0.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$75,045
0.54% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
COLM VFC 2 stocks |
$73,342
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
AM 1 stocks |
$67,150
0.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS CI 3 stocks |
$64,856
0.47% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$64,780
0.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$62,066
0.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
NTAP DELL 2 stocks |
$57,879
0.42% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
BMI 1 stocks |
$56,275
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$54,126
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
CPT AVB 2 stocks |
$50,827
0.37% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
BLD FIX 2 stocks |
$48,814
0.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
LAMR 1 stocks |
$45,120
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
VMI HON MMM 3 stocks |
$44,125
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
FCPT 1 stocks |
$41,514
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A HIG AIG 4 stocks |
$41,288
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
MAS CARR TT CSL WMS 5 stocks |
$35,717
0.26% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$32,443
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$20,418
0.15% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
UTL BIP 2 stocks |
$19,712
0.14% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT RTX NOC LHX BA 5 stocks |
$19,369
0.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$15,969
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
ACI SFM 2 stocks |
$9,535
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$8,603
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$6,085
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$2,507
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$1,618
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM 2 stocks |
$1,426
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$1,296
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$1,177
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$871
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$818
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
ALV 1 stocks |
$453
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|