Institution

Boston Trust Walden Corp

13F for the quarter to June 30, 2026, filed July 24, 2026 · SEC CIK 1534866

Reported value: $13.1bn
Positions we cover: 336
Copy, a year: +11.8%
Copy Sharpe ratio: 0.66

How copying its 13F would have done

CopyS&P 500 $10,000 copying Boston Trust Walden Corp's filed holdings in companies we cover from August 9, 2013, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −31.3% (S&P 500 −31.8%); beta 0.93; alpha −1.0% a year (t = −0.71); last 12 months +17.2% against +12.1%.

Reported value by quarter

Boston Trust Walden Corp: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).

View chart data

Period	Reported value
2013-06-30	$6.2B
2013-09-30	$6.5B
2013-12-31	$6.9B
2014-03-31	$6.7B
2014-06-30	$6.9B
2014-09-30	$6.5B
2014-12-31	$6.7B
2015-03-31	$6.7B
2015-06-30	$6.6B
2015-09-30	$6B
2015-12-31	$5.4B
2016-03-31	$5.7B
2016-06-30	$5.9B
2016-09-30	$6.1B
2016-12-31	$12.6B
2017-03-31	$6.4B
2017-06-30	$6.2B
2017-09-30	$6.4B
2017-12-31	$6.8B
2018-03-31	$6.6B
2018-06-30	$6.8B
2018-09-30	$7.3B
2018-12-31	$6.3B
2019-03-31	$7.3B
2019-06-30	$7.7B
2019-09-30	$8B
2019-12-31	$8.6B
2020-03-31	$6.3B
2020-06-30	$7.4B
2020-09-30	$8B
2020-12-31	$9.4B
2021-03-31	$10.3B
2021-06-30	$11.2B
2021-09-30	$11.3B
2021-12-31	$12.5B
2022-03-31	$12.1B
2022-06-30	$10.6B
2022-09-30	$10.1B
2022-12-31	$11.4T
2023-03-31	$11.6B
2023-06-30	$12.2B
2023-09-30	$11.9B
2023-12-31	$13.3B
2024-03-31	$14B
2024-06-30	$13.5B
2024-09-30	$14.4B
2024-12-31	$14.3B
2025-03-31	$13.7B
2025-06-30	$14B
2025-09-30	$13.6B
2025-12-31	$13.2B
2026-03-31	$12.2B
2026-06-30	$13.1B

Holdings and moves

Company	Share of portfolio	Value	Shares	Change in shares
AAPLApple Inc.	3.20%	$420.3m	1.45M	−2.5% Reduced
MSFTMicrosoft Corporation	2.73%	$358.6m	961.3K	−0.8% Reduced
GOOGLAlphabet Inc. (Class A)	2.21%	$290.3m	812.4K	−5.4% Reduced
NVDANVIDIA Corporation	1.92%	$252.7m	1.26M	+14.5% Added
JPMJPMorgan Chase	1.81%	$237.8m	726.5K	−1.8% Reduced
AMATApplied Materials	1.27%	$167.1m	231.1K	−18.8% Reduced
DCIDonaldson Co Inc	1.26%	$165.8m	1.85M	−2.8% Reduced
HUBBHubbell Incorporated	1.26%	$165.5m	316.3K	−3.6% Reduced
ATRAptargroup, Inc.	1.24%	$163.2m	1.30M	−3.4% Reduced
VVisa Inc.	1.22%	$160.1m	466.6K	−2.0% Reduced
JNJJohnson & Johnson	1.12%	$147.5m	580.8K	−2.2% Reduced
AITApplied Industrial Technologies Inc	1.10%	$144.5m	427.3K	−2.8% Reduced
WTSWatts Water Technologies Inc	1.10%	$144.4m	369.0K	−2.7% Reduced
CINFCincinnati Financial	1.04%	$136.5m	737.3K	−2.5% Reduced
LFUSLittelfuse Inc	1.03%	$135.8m	298.3K	+2.4% Added
QLYSQualys, Inc.	1.03%	$135.4m	984.9K	−2.5% Reduced
CSCOCisco	1.03%	$134.8m	1.15M	−9.7% Reduced
GMEDGlobus Medical Inc	0.95%	$124.3m	1.57M	+25.4% Added
CBSHCommerce Bancshares Inc	0.93%	$122.1m	2.11M	+9.3% Added
CFRCullen/frost Bankers, Inc.	0.86%	$113.2m	732.3K	−24.3% Reduced
KLACKLA Corporation	0.85%	$111.7m	370.1K	+853.3% Added
BMIBadger Meter Inc	0.82%	$108.2m	729.0K	+37.5% Added
MTDMettler Toledo	0.82%	$107.8m	84.4K	+102.4% Added
JAZZJazz Pharmaceuticals plc	0.81%	$106.8m	443.1K	−9.3% Reduced
COSTCostco	0.79%	$103.7m	110.8K	−1.8% Reduced
AYIAcuity Inc. (de)	0.78%	$101.9m	270.6K	+7.1% Added
CBChubb Limited	0.77%	$101.7m	298.4K	−2.3% Reduced
CHHChoice Hotels International Inc	0.76%	$99.1m	898.9K	−3.4% Reduced
CVCOCavco Industries, Inc.	0.73%	$95.7m	155.7K	+11.4% Added
NTAPNetApp	0.72%	$95.2m	615.1K	−2.6% Reduced
WTRGEssential Utilities, Inc.	0.72%	$94.4m	2.46M	−0.7% Reduced
DEDeere & Company	0.72%	$94.2m	148.6K	−4.4% Reduced
CHEChemed Corp	0.71%	$93.7m	201.3K	−1.9% Reduced
STAGStag Industrial, Inc.	0.71%	$92.9m	2.44M	−4.3% Reduced
SYKStryker Corporation	0.70%	$92.4m	293.6K	+4.9% Added
SFMSprouts Farmers Market, Inc.	0.70%	$91.8m	1.09M	+5.8% Added
ROSTRoss Stores	0.69%	$90.8m	426.7K	−11.4% Reduced
ATENA10 Networks, Inc.	0.69%	$90.3m	2.42M	+11.2% Added
ADPAutomatic Data Processing	0.68%	$89.9m	401.3K	−1.9% Reduced
SNASnap-on	0.68%	$89.6m	222.7K	−1.5% Reduced
UFPTUFP Technologies Inc	0.68%	$89.2m	336.3K	+6.1% Added
IEXIDEX Corporation	0.67%	$88.6m	390.2K	−13.8% Reduced
NDSNNordson Corporation	0.67%	$88.5m	293.4K	−2.8% Reduced
SEICSEI Investments Co	0.66%	$86.9m	991.3K	−4.7% Reduced
HALOHalozyme Therapeutics, Inc.	0.65%	$84.8m	1.08M	+59.4% Added
MEDPMedpace Holdings, Inc.	0.63%	$82.4m	155.5K	+10.6% Added
UNPUnion Pacific Corporation	0.62%	$81.2m	298.7K	−3.6% Reduced
JLLJones Lang Lasalle Inc	0.62%	$81.1m	261.6K	−2.6% Reduced
OGSONE Gas, Inc.	0.61%	$80.6m	1.05M	−3.8% Reduced
LECOLincoln Electric Holdings Inc	0.60%	$78.5m	295.6K	−3.4% Reduced
ALLEAllegion	0.59%	$78.0m	555.5K	−2.0% Reduced
BJBj's Wholesale Club Holdings, Inc.	0.59%	$77.0m	882.9K	−3.2% Reduced
AXPAmerican Express	0.58%	$75.9m	224.5K	−0.9% Reduced
POWIPower Integrations Inc	0.56%	$73.9m	882.5K	+52.8% Added
FFIVF5, Inc.	0.56%	$73.8m	177.4K	0.0%
EXPDExpeditors International	0.55%	$72.1m	442.1K	−2.3% Reduced
AFGAmerican Financial Group Inc	0.54%	$71.3m	509.8K	−3.0% Reduced
GWWW. W. Grainger	0.54%	$70.9m	52.2K	−2.8% Reduced
IDAIdacorp Inc	0.54%	$70.7m	467.4K	−2.6% Reduced
PEPPepsiCo	0.53%	$69.6m	514.1K	−0.8% Reduced
VLTOVeralto	0.53%	$69.1m	778.7K	+155.5% Added
RPMRPM International Inc	0.52%	$68.2m	613.5K	−2.7% Reduced
ACLSAxcelis Technologies Inc	0.52%	$68.1m	359.3K	−5.1% Reduced
SYYSysco	0.51%	$67.4m	806.1K	−8.5% Reduced
CRLCharles River Laboratories	0.50%	$65.5m	288.9K	+1.2% Added
WSMWilliams-Sonoma, Inc.	0.49%	$64.1m	275.2K	+19.0% Added
STESteris	0.48%	$63.3m	300.4K	−2.4% Reduced
UNHUnitedHealth Group	0.48%	$63.1m	151.9K	−1.1% Reduced
PLXSPlexus Corp	0.48%	$62.5m	208.0K	−29.8% Reduced
TXRHTexas Roadhouse, Inc.	0.47%	$61.2m	316.6K	+37.1% Added
MGYMagnolia Oil & Gas Corp	0.46%	$61.0m	2.38M	−26.1% Reduced
PGProcter & Gamble	0.46%	$59.7m	407.2K	−0.7% Reduced
VMIValmont Industries Inc	0.45%	$58.9m	101.9K	+8.7% Added
ONON Semiconductor Corp	0.45%	$58.9m	622.6K	−40.0% Reduced
DTDynatrace, Inc.	0.44%	$57.5m	1.31M	+16.7% Added
MRKMerck & Co.	0.44%	$57.4m	447.1K	−1.4% Reduced
TELTE Connectivity	0.43%	$56.9m	282.3K	−0.4%
AMZNAmazon	0.43%	$56.4m	236.6K	+0.5% Added
FDSFactset Research Systems Inc	0.42%	$55.8m	242.4K	−5.2% Reduced
CBOECboe Global Markets	0.42%	$55.5m	228.9K	−2.6% Reduced
NTRSNorthern Trust	0.41%	$54.6m	313.9K	−23.9% Reduced
BALLBall Corporation	0.41%	$54.3m	870.8K	+32.0% Added
EWBCEast West Bancorp Inc	0.41%	$54.0m	418.3K	−17.9% Reduced
METAMeta Platforms	0.41%	$53.6m	95.1K	−1.1% Reduced
LSTRLandstar System Inc	0.40%	$52.8m	255.4K	−5.1% Reduced
AZOAutoZone	0.40%	$52.7m	16.5K	−0.6% Reduced
AVYAvery Dennison	0.39%	$51.1m	314.5K	−2.9% Reduced
ITWIllinois Tool Works	0.38%	$50.4m	186.4K	−1.0% Reduced
NYTNEW York Times Co	0.38%	$49.8m	711.3K	−4.4% Reduced
CPTCamden Property Trust	0.38%	$49.7m	434.5K	−1.7% Reduced
MSMMSC Industrial Direct Co Inc	0.38%	$49.4m	415.4K	−14.6% Reduced
MASMasco	0.37%	$49.1m	602.9K	−15.5% Reduced
LAMRLamar Advertising Co	0.37%	$48.8m	312.8K	+0.1%
JKHYJack Henry & Associates Inc	0.37%	$48.7m	353.7K	−2.9% Reduced
ATOAtmos Energy	0.37%	$48.5m	281.4K	−13.4% Reduced
ORCLOracle Corporation	0.36%	$48.0m	327.3K	−8.4% Reduced
ACNAccenture	0.36%	$47.8m	384.1K	−4.2% Reduced
SCIService Corp International	0.35%	$46.6m	613.5K	+1.8% Added
GPCGenuine Parts Company	0.35%	$46.0m	390.2K	−2.8% Reduced
LOWLowe's	0.34%	$45.3m	205.6K	−2.5% Reduced
MSMorgan Stanley	0.34%	$45.0m	215.3K	+3.2% Added
ZBHZimmer Biomet	0.34%	$44.6m	518.1K	−9.6% Reduced
HAEHaemonetics Corp	0.33%	$43.9m	585.1K	+16.6% Added
FTNTFortinet	0.33%	$43.1m	280.6K	−26.1% Reduced
ESEversource Energy	0.33%	$43.0m	594.7K	−8.0% Reduced
LIILennox International	0.33%	$42.8m	74.7K	New
FELEFranklin Electric Co Inc	0.32%	$42.6m	397.2K	−4.5% Reduced
PSMTPricesmart Inc	0.32%	$42.2m	216.1K	−5.3% Reduced
WHDCactus, Inc.	0.32%	$41.5m	810.6K	−13.6% Reduced
AVGOBroadcom	0.31%	$40.8m	107.9K	+338.6% Added
CNSCohen & Steers, Inc.	0.31%	$40.7m	534.5K	−4.3% Reduced
BKNGBooking Holdings	0.30%	$39.8m	223.5K	+2291.4% Added
EVREvercore Inc.	0.30%	$39.5m	115.8K	+88.9% Added
CUBECubesmart	0.30%	$39.1m	984.2K	+0.3%
SIGISelective Insurance Group Inc	0.30%	$39.1m	403.4K	−5.2% Reduced
SLGNSilgan Holdings Inc	0.30%	$38.9m	839.5K	−8.1% Reduced
PAYCPaycom Software, Inc.	0.29%	$38.5m	306.5K	−11.4% Reduced
CORTCorcept Therapeutics Inc	0.29%	$38.3m	440.3K	−4.8% Reduced
IBPInstalled Building Products, Inc.	0.29%	$37.6m	163.6K	−5.4% Reduced
SXTSensient Technologies Corp	0.28%	$37.3m	302.4K	−5.1% Reduced
CVLTCommvault Systems Inc	0.28%	$37.2m	262.1K	−2.9% Reduced
CPKChesapeake Utilities Corp	0.28%	$37.1m	302.7K	−5.1% Reduced
AOSA. O. Smith	0.28%	$36.9m	588.0K	−44.0% Reduced
WATWaters Corporation	0.28%	$36.8m	98.2K	−7.0% Reduced
ATMUAtmus Filtration Technologies Inc.	0.28%	$36.2m	709.8K	−5.4% Reduced
CWSTCasella Waste Systems Inc	0.28%	$36.1m	372.6K	−3.2% Reduced
ADIAnalog Devices	0.27%	$35.9m	90.4K	−32.2% Reduced
UPSUnited Parcel Service	0.27%	$35.6m	331.5K	−3.3% Reduced
MTDRMatador Resources Co	0.27%	$35.1m	706.0K	+0.9% Added
QCOMQualcomm	0.26%	$34.2m	185.1K	−7.0% Reduced
LINLinde plc	0.26%	$33.4m	64.4K	+2.0% Added
MMSIMerit Medical Systems Inc	0.25%	$32.8m	472.9K	+70.6% Added
TTCToro Co	0.25%	$32.7m	335.9K	−4.8% Reduced
BIOBio-rad Laboratories, Inc.	0.25%	$32.6m	111.2K	+18.9% Added
BCPCBalchem Corp	0.25%	$32.3m	191.4K	New
PIPRPiper Sandler Companies	0.24%	$31.6m	437.0K	+163.9% Added
SRCE1st Source Corp	0.24%	$31.6m	386.7K	+19.3% Added
BLKBlackRock	0.24%	$31.3m	32.5K	−3.0% Reduced
CATYCathay General Bancorp	0.24%	$31.0m	500.1K	−4.9% Reduced
DHID. R. Horton	0.23%	$30.1m	185.1K	−8.4% Reduced
ETNEaton Corporation	0.23%	$30.1m	70.6K	+20.0% Added
AMGNAmgen	0.23%	$30.0m	82.8K	−2.0% Reduced
TMOThermo Fisher Scientific	0.23%	$29.8m	59.5K	−0.5% Reduced
DISThe Walt Disney Company	0.23%	$29.6m	307.7K	+49.9% Added
THGHanover Insurance Group, Inc.	0.23%	$29.6m	138.2K	−2.0% Reduced
WSTWest Pharmaceutical Services	0.22%	$29.2m	81.2K	New
FCPTFour Corners Property Trust, Inc.	0.22%	$29.1m	1.19M	−4.3% Reduced
PBHPrestige Consumer Healthcare Inc.	0.22%	$28.8m	609.9K	−5.2% Reduced
LRCXLam Research	0.22%	$28.8m	66.4K	+2.3% Added
BDXBecton Dickinson	0.21%	$28.3m	186.8K	−2.5% Reduced

Company	Bought (value)	Shares
KLACKLA Corporation	$100.0m	331.3K
MTDMettler Toledo	$54.5m	42.7K
LIILennox International	$42.8m	74.7K
VLTOVeralto	$42.0m	473.9K
BKNGBooking Holdings	$38.2m	214.1K
BCPCBalchem Corp	$32.3m	191.4K
NVDANVIDIA Corporation	$32.1m	160.3K
HALOHalozyme Therapeutics, Inc.	$31.6m	403.5K
AVGOBroadcom	$31.5m	83.3K
BMIBadger Meter Inc	$29.5m	198.8K
WSTWest Pharmaceutical Services	$29.2m	81.2K
POWIPower Integrations Inc	$25.5m	304.9K
GMEDGlobus Medical Inc	$25.2m	318.5K
PIPRPiper Sandler Companies	$19.6m	271.4K
EVREvercore Inc.	$18.6m	54.5K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Sold (value)	Shares
COOThe Cooper Companies	−$61.9m	−862.9K
MKCMcCormick & Company	−$45.9m	−909.8K
PRGSProgress Software Corp	−$44.1m	−1.72M
ONON Semiconductor Corp	−$39.3m	−415.5K
AMATApplied Materials	−$38.7m	−53.5K
CHKPCheck Point Software Technologies LTD	−$37.1m	−282.2K
CFRCullen/frost Bankers, Inc.	−$36.4m	−235.5K
DOXAmdocs LTD	−$29.7m	−587.9K
AOSA. O. Smith	−$29.0m	−462.9K
PLXSPlexus Corp	−$26.6m	−88.5K
SMPLSimply Good Foods Co	−$24.5m	−1.85M
IDCCInterdigital, Inc.	−$21.7m	−76.7K
MGYMagnolia Oil & Gas Corp	−$21.6m	−843.1K
AMPHAmphastar Pharmaceuticals, Inc.	−$18.5m	−944.8K
NTRSNorthern Trust	−$17.1m	−98.6K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Value last quarter	Shares
PRGSProgress Software Corp	$44.1m	1.72M
AMPHAmphastar Pharmaceuticals, Inc.	$18.5m	944.8K
LULULululemon Athletica	$13.5m	88.3K
FISVFiserv	$225,153	4.0K
INGRIngredion Inc	$222,841	2.0K

Technology24.0%
Industrials18.7%
Financials15.0%
Health Care14.0%
Consumer Discretionary7.3%
Consumer Staples4.9%
Materials4.2%
Communication Services3.7%
Utilities3.5%
Real Estate2.9%
Energy1.9%

Share of the value held in companies we cover, by sector.

Period	Copy, a year	S&P 500	Sharpe	S&P 500	Biggest drop	Beta
Whole backtestAugust 9, 2013 to November 2, 2026	+11.8%	+13.9%	0.66	0.77	−31.3%	0.93
2018 onwardsJanuary 5, 2018 to November 2, 2026	+11.2%	+13.9%	0.54	0.66	−31.3%	0.91
Last three yearsNovember 3, 2023 to November 2, 2026	+13.8%	+21.8%	0.74	1.16	−15.9%	0.71
Last yearNovember 7, 2025 to November 2, 2026	+16.6%	+14.2%	1.16	0.84	−8.8%	0.56

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.