Latest Boston Trust Walden Corp Stock Portfolio

Boston Trust Walden Corp Performance:

2025 Q4: 0.31%YTD: 2.3%2024: 8.87%

Performance for 2025 Q4 is 0.31%, and YTD is 2.3%, and 2024 is 8.87%.

About Boston Trust Walden Corp and 13F Hedge Fund Stock Holdings

On 2026-01-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Boston Trust Walden Corp reported an equity portfolio of $13.2 Billions as of 31 Dec, 2025.

The top stock holdings of Boston Trust Walden Corp are MSFT, AAPL, GOOG. The fund has invested 3.6% of it's portfolio in MICROSOFT CORP and 3.2% of portfolio in APPLE INC.

The fund managers got completely rid off ZEBRA TECHNOLOGIES CORP CL A (ZBRA), TERADATA CORP DEL COM (TDC) and FLOWERS FOODS INC COM (FLO) stocks. They significantly reduced their stock positions in INGREDION INC (INGR), SYNOPSYS INC (SNPS) and BAKER HUGHES COMPANY CL A (BKR). Boston Trust Walden Corp opened new stock positions in DYNATRACE INC (DT), ATMUS FILTRATION TECHNOLOGIES and COMMVAULT SYSTEMS INC (CVLT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD EXTENDED MARKET ETF (VB), ISHARES DJ RUSSELL 2000 TR ETF (IJR) and NETFLIX INC (NFLX).

Boston Trust Walden Corp Annual Return Estimates Vs S&P 500

Our best estimate is that Boston Trust Walden Corp made a return of 0.31% in the last quarter. In trailing 12 months, it's portfolio return was 2.3%.

Performance
S&P 500

New Buys

Ticker	$ Bought
dynatrace inc	49,985,800
atmus filtration technologies	44,304,000
commvault systems inc	30,830,200
casella waste sys inc	30,524,500
paylocity holding corp	24,087,800
unilever plc-sponsored adr	520,177
comerica inc	243,404
vertex pharmaceuticals inc	219,880

New stocks bought by Boston Trust Walden Corp

Additions

Ticker	% Inc.
vanguard extended market etf	2,025
ishares dj russell 2000 tr etf	1,187
netflix inc	860
verisk analytics inc-class a	441
servicenow inc	392
amgen inc.	390
linde plc	143
sprouts farmers market inc	112

Additions to existing portfolio by Boston Trust Walden Corp

Reductions

Ticker	% Reduced
ingredion inc	-98.51
synopsys inc	-69.64
baker hughes company cl a	-69.21
medtronic inc	-58.55
the hershey company	-57.65
t rowe price group inc	-40.04
haemonetics corp/mass	-39.31
fiserv, inc.	-37.4

Boston Trust Walden Corp reduced stake in above stock

Sold off

Ticker	$ Sold
flowers foods inc com	-24,107,900
teradata corp del com	-30,825,900
amalgamated financial corp	-14,556,800
zebra technologies corp cl a	-51,517,400
evercore partners inc-cl a	-12,052,100
amcor plc	-1,114,680
unilever plc-sponsored adr	-532,216
ppg industries	-586,514

Boston Trust Walden Corp got rid off the above stocks

Sector Distribution

Boston Trust Walden Corp has about 22% of it's holdings in Technology sector.

Sector	%
Technology	22
Industrials	16.1
Financial Services	13.7
Healthcare	13.5
Consumer Cyclical	8.4
Communication Services	5.7
Consumer Defensive	5.4
Others	4.5
Utilities	3.4
Energy	3
Real Estate	2.9
Basic Materials	1.2

Market Cap. Distribution

Boston Trust Walden Corp has about 61.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	37.6
MID-CAP	32.5
MEGA-CAP	23.8
UNALLOCATED	4.5
SMALL-CAP	1.6

Stocks belong to which Index?

About 73.3% of the stocks held by Boston Trust Walden Corp either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	55.1
Others	26.6
RUSSELL 2000	18.2

Top 5 Winners (%)		%
HAE	haemonetics corp/mass	51.8 %
GMED	globus medical inc-a	47.3 %
LLY	lilly (eli) & co	40.6 %
REGN	regeneron pharmaceuticals inc	37.3 %
TER	teradyne inc	35.3 %

Top 5 Winners ($)		$
GOOG	alphabet inc-a	69.9 M
GOOG	alphabet inc-cl c	61.6 M
GMED	globus medical inc-a	38.4 M
TER	teradyne inc	29.7 M
AAPL	apple inc	27.1 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
NOW	servicenow inc	-75.1 %
CORT	corcept therapeutics inc	-56.3 %
XLB	technology select sect spdr	-42.5 %
	fiserv, inc.	-38.9 %

Top 5 Losers ($)		$
NFLX	netflix inc	-87.4 M
ORCL	oracle corp	-39.0 M
MSFT	microsoft corp	-35.3 M
CORT	corcept therapeutics inc	-26.3 M
SFM	sprouts farmers market inc	-18.2 M

Boston Trust Walden Corp Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Boston Trust Walden Corp

Boston Trust Walden Corp has 383 stocks in it's portfolio. About 19.8% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Boston Trust Walden Corp last quarter.

Last Reported on: 28 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies, inc.	0.21	207,881	28,286,400	reduced	-9.52

AAPL	apple inc	3.18	1,551,190	421,707,000	reduced	-2.87

AAXJ	ishares msci kld 400 social	0.02	19,003	2,448,160	unchanged	0.00

AAXJ	ishares short-term national mu	0.00	4,281	456,783	unchanged	0.00

AAXJ	ishares national muni bond	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.04	25,726	5,878,130	unchanged	0.00

ABT	abbott labs com	0.04	47,457	5,945,890	reduced	-0.41

ACI	albertsons cos inc	0.03	262,636	4,509,460	unchanged	0.00

ACLS	axcelis technologies inc	0.26	427,736	34,364,300	reduced	-7.07

ACN	accenture plc-cl a	0.85	420,875	112,921,000	reduced	-8.24

ACWF	ishares msci usa multifactor e	0.00	5,045	350,274	unchanged	0.00

ADBE	adobe inc	0.18	67,220	23,526,300	reduced	-16.5

ADI	analog devices inc	0.29	141,934	38,492,500	reduced	-3.13

ADP	automatic data processing	0.81	418,158	107,563,000	reduced	-11.18

AFG	american financial group inc	0.48	469,645	64,191,100	reduced	-13.55

AIG	american international group	0.00	2,500	213,875	reduced	-28.57

AIT	applied industrial tech inc	0.94	484,060	124,292,000	reduced	-3.95

AKAM	akamai technologies inc	0.23	348,956	30,446,400	reduced	-1.49

ALL	allstate corp	0.00	1,144	238,124	unchanged	0.00

ALLE	allegion plc	0.63	524,132	83,452,400	reduced	-2.2