Boston Trust Walden Corp

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$13.2B

Total Positions

383

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

MSFT3.65%

AAPL3.18%

GOOGL2.23%

GOOG1.95%

JPM1.90%

DCI1.60%

NVDA1.57%

V1.31%

ATR1.30%

HUBB1.15%

Other13.28%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

IDCC28Q held

InterDigital Inc

Avg $52.19 · $37.9M est. P&L

Est. P&L

+521.55%

PH28Q held

Parker-Hannifin Corp

Avg $154.99 · $2.1M est. P&L

Est. P&L

+472.40%

FIX19Q held

Comfort Systems USA Inc

Avg $185.21 · $666,507 est. P&L

Est. P&L

+411.28%

Top Losers

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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.

Top Holdings(Showing 25 of 383 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT Microsoft Corp	1M	$484M	3.7%	—	$116.22	+319.46%	28 qtrs	Decreased 0
AAPL Apple Inc	1.6M	$421.7M	3.2%	—	$94.43	+188.91%	28 qtrs	Decreased 0
GOOGL Alphabet Inc	944,188	$295.5M	2.2%	—	$98.69	+218.03%	28 qtrs	Decreased 0
GOOG Alphabet Inc	822,967	$258.2M	1.9%	—	$95.41	+229.69%	28 qtrs	Decreased 0
JPM JPMORGAN CHASE & CO.	782,214	$252M	1.9%	—	$95.53	+237.02%	28 qtrs	Decreased 0
DCI Donaldson Co Inc	2.4M	$212.1M	1.6%	—	$49.26	+82.79%	28 qtrs	Decreased 0
NVDA NVIDIA Corp	1.1M	$208.1M	1.6%	—	$134.83	+39.10%	12 qtrs	Increased 54
V Visa Inc	493,676	$173.1M	1.3%	—	$161.23	+118.87%	28 qtrs	Decreased 0
ATR AptarGroup Inc	1.4M	$172.5M	1.3%	—	$111.85	+9.32%	28 qtrs	Increased 55
HUBB Hubbell Inc	342,413	$152.1M	1.1%	—	$174.56	+155.85%	28 qtrs	Decreased 0
QLYS Qualys Inc	1.1M	$146.7M	1.1%	—	$129.76	+3.70%	20 qtrs	Decreased 0
JNJ Johnson & Johnson	668,626	$138.4M	1.0%	—	$133.16	+55.38%	28 qtrs	Decreased 0
CFR Cullen/Frost Bankers Inc	1M	$132.2M	1.0%	—	$109.90	+16.71%	6 qtrs	Decreased 0
CINF Cincinnati Financial Corp	775,213	$126.6M	1.0%	—	$106.12	+55.44%	28 qtrs	Decreased 0
AIT Applied Industrial Technologies Inc	484,060	$124.3M	0.9%	—	$72.41	+260.00%	28 qtrs	Decreased 0
WTS Watts Water Technologies Inc	437,716	$120.8M	0.9%	—	$151.09	+85.34%	28 qtrs	Decreased 0
GMED Globus Medical Inc	1.4M	$119.4M	0.9%	—	$60.62	+45.01%	2 qtrs	Increased 49
ACN Accenture PLC	420,875	$112.9M	0.9%	—	$170.62	+58.25%	28 qtrs	Decreased 0
EXLS ExlService Holdings Inc	2.6M	$110.7M	0.8%	—	$28.21	+51.56%	28 qtrs	Decreased 0
CBSH Commerce Bancshares Inc/MO	2.1M	$109.1M	0.8%	—	$49.78	+6.11%	28 qtrs	Increased 46
ADP Automatic Data Processing Inc	418,158	$107.6M	0.8%	—	$147.37	+76.11%	28 qtrs	Decreased 0
STAG STAG Industrial Inc	2.8M	$103.4M	0.8%	—	$29.48	+25.86%	24 qtrs	Decreased 0
AMAT Applied Materials Inc	401,227	$103.1M	0.8%	—	$162.24	+60.23%	17 qtrs	Decreased 0
CB Chubb Ltd	327,355	$102.2M	0.8%	—	$147.91	+112.38%	28 qtrs	Decreased 0
CSCO Cisco Systems Inc	1.3M	$102.1M	0.8%	—	$44.09	+74.63%	28 qtrs	Decreased 0
Showing 25 of 383 results.PROUpgrade to see all →

Accumulation Streaks

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

Security

NVDANVIDIA Corp

Q1 2024 → Q4 2025+1.1M shares+$207.7M

AOSA O Smith Corp

Q1 2024 → Q4 2025+362,093 shares+$13.1M

VOOVANGUARD INDEX FDS

Q3 2024 → Q4 2025+38,431 shares+$26.4M

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