Fund HoldingsBoston Trust Walden Corp

Total Portfolio Value
$14.02B
Total Bought
$1.07B
Total Sold
$1.32B
Net Transaction
-$258.21M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
COOPER COS INC/THE(COO)01,278,082+1,278,0820129,6740.92%+129,674
CINCINNATI FINANCIAL CORP(CINF)0702,762+702,762087,2620.62%+87,262
MICROSOFT CORP(MSFT)1,363,4211,355,733-7,688512,701570,3844.07%+57,683
MAGNOLIA OIL & GAS CORP(MGY)02,134,546+2,134,546055,3910.40%+55,391
APPLIED MATERIALS, INC.405,443568,431+162,98865,710117,2280.84%+51,517
TERADYNE INC(TER)60,995419,312+358,3176,61947,3110.34%+40,692
KLA-TENCOR CORPORATION(KLAC)057,695+57,695040,3040.29%+40,304
MCCORMICK & CO INC(MKC)0626,086+626,086048,0900.34%+48,090
APTARGROUP INC01,488,421+1,488,4210214,1691.53%+214,169
INSTALLED BLDG PRODS INC(IBP)0136,867+136,867035,4120.25%+35,412
THE HERSHEY COMPANY(HSY)0265,175+265,175051,5770.37%+51,577
CHOICE HOTELS INTL INC(CHH)0933,527+933,5270117,9510.84%+117,951
JPMORGAN CHASE & CO(JPM)1,231,7241,193,244-38,480209,516239,0071.70%+29,491
ALLEGION PLC(ALLE)237,196437,550+200,35430,05058,9420.42%+28,892
INTERNATIONAL BANCSHARES CRP(IBOC)1,020,5061,458,098+437,59255,43481,8580.58%+26,424
HUBBELL INC(HUBB)356,216345,897-10,319117,170143,5651.02%+26,394
FOUR CORNERS PPTY TR INC COM(FCPT)01,025,501+1,025,501025,0940.18%+25,094
DONALDSON CO INC(DCI)2,816,3002,798,097-18,203184,045208,9621.49%+24,917
HEALTHPEAK PPTYS INC(DOC)01,315,911+1,315,911024,6730.18%+24,673
AUTOZONE INC(AZO)029,771+29,771093,8280.67%+93,828
FRANKLIN ELECTRIC CO INC(FELE)0667,992+667,992071,3480.51%+71,348
ALPHABET INC-A(GOOG)1,580,4571,611,304+30,847220,774243,1941.73%+22,420
STRYKER CORP(SYK)443,458426,154-17,304132,798152,5081.09%+19,710
CHECK POINT SOFTWARE TECH LTOR
ORD
306,201400,160+93,95946,78465,6300.47%+18,846
CHEMED CORP(CHE)0210,404+210,4040135,0650.96%+135,065
PEPSICO INC(PEP)0783,681+783,6810137,1520.98%+137,152
CHESAPEAKE UTILITIES CORP(CPK)0155,844+155,844016,7220.12%+16,722
LITTELFUSE INC(LFUS)216,426304,145+87,71957,90773,7100.53%+15,803
WATTS WATER TECHNOLOGIES-A(WTS)264,438332,019+67,58155,09370,5710.50%+15,478
WILLIAMS-SONOMA INC(WSM)416,741313,230-103,51184,09099,4600.71%+15,370
LOWES COS INC(LOW)393,467403,966+10,49987,566102,9020.73%+15,336
APPLIED INDUSTRIAL TECH INC(AIT)625,452623,195-2,257108,009123,1120.88%+15,103
ALPHABET INC-CL C(GOOG)1,312,1111,309,967-2,144184,916199,4561.42%+14,540
ACUITY BRANDS INC(AYI)224,289223,815-47445,94160,1460.43%+14,205
CHUBB LTD
COM
492,870481,686-11,184111,389124,8190.89%+13,431
VISA INC(V)719,200718,619-581187,244200,5521.43%+13,308
DEERE & CO(DE)231,969257,563+25,59492,757105,7910.75%+13,034
LANCASTER COLONY CORP(MZTI)319,366316,561-2,80553,13965,7280.47%+12,588
WW GRAINGER INC(GWW)74,28172,618-1,66361,55673,8740.53%+12,318
HELMERICH & PAYNE INC(HP)02,194,817+2,194,817092,3140.66%+92,314
META PLATFORMS INC(META)028,641+28,641013,9070.10%+13,907
CARTER INC(CRI)1,135,0921,135,260+16885,00796,1340.69%+11,127
U.S. PHYSICAL THERAPY INC(USPH)0544,166+544,166061,4200.44%+61,420
ICU MEDICAL INC(ICUI)0341,090+341,090036,6060.26%+36,606
SEI INVESTMENTS COMPANY(SEIC)1,314,9651,300,080-14,88583,56693,4760.67%+9,910
BOOKING HLDGS INC(BKNG)7,0039,545+2,54224,84134,6280.25%+9,787
CAVCO INDUSTRIES INC(CVCO)195,904194,505-1,39967,90477,6190.55%+9,715
LINCOLN ELECTRIC HOLDINGS(LECO)361,637345,731-15,90678,64288,3140.63%+9,672
WEC ENERGY GROUP INC COM(WEC)0115,901+115,90109,5180.07%+9,518
BJ'S WHOLESALE CLUB HOLDINGS(BJ)01,070,381+1,070,381080,9740.58%+80,974
AUTOMATIC DATA PROCESSING0559,663+559,6630139,7701.00%+139,770
IDEX CORP COM(IEX)201,152216,670+15,51843,67252,8720.38%+9,200
EXXON MOBIL CORPORATION0639,076+639,076074,2860.53%+74,286
SELECTIVE INS GROUP INC(SIGI)0977,519+977,5190106,7160.76%+106,716
TOPBUILD CORP0131,967+131,967058,1620.41%+58,162
T ROWE PRICE GROUP INC(TROW)0685,047+685,047083,5210.60%+83,521
CACTUS INC CL A(WHD)01,929,388+1,929,388096,6430.69%+96,643
CAMDEN PROPERTY TRUST(CPT)0277,220+277,220027,2780.19%+27,278
NETAPP INC(NTAP)497,737495,079-2,65843,88051,9680.37%+8,088
ORACLE CORP(ORCL)0435,583+435,583054,7140.39%+54,714
AMERICAN EXPRESS CO(AXP)237,959229,509-8,45044,57952,2570.37%+7,678
AMERICAN FINANCIAL GROUP INC0419,321+419,321057,2290.41%+57,229
CONOCOPHILLIPS(COP)0698,055+698,055088,8480.63%+88,848
PACKAGING CORP OF AMERICA(PKG)0281,459+281,459053,4150.38%+53,415
PROCTER & GAMBLE CO/THE(PG)0263,572+263,572042,7650.31%+42,765
DONNELLEY FINL SOLUTIONS INC(DFIN)696,982809,346+112,36443,47150,1880.36%+6,717
MERCK & CO INC NEW(MRK)768,151681,543-86,60883,74489,9300.64%+6,186
CHARLES RIVER LABORATORIES INT(CRL)197,359194,939-2,42046,65652,8190.38%+6,163
EVERCORE PARTNERS INC-CL A(EVR)302,236299,998-2,23851,69757,7770.41%+6,079
SMITH (A.O.) CORP(AOS)714,691725,709+11,01858,91964,9220.46%+6,003
HANOVER INSURANCE GROUP INC(THG)0366,134+366,134049,8560.36%+49,856
ANALOG DEVICES INC(ADI)382,140411,135+28,99575,87881,3180.58%+5,441
FLOWERS FOODS INC COM(FLO)4,583,3344,568,260-15,074103,171108,4960.77%+5,325
AVERY DENNISON CORP271,198268,004-3,19454,82559,8320.43%+5,007
SILGAN HOLDINGS INC(SLGN)01,562,098+1,562,098075,8550.54%+75,855
LAMAR ADVERTISING CO-A(LAMR)392,374390,821-1,55341,70246,6680.33%+4,966
PAYCOM SOFTWARE INC(PAYC)236,381270,413+34,03248,86553,8150.38%+4,950
TE CONNECTIVITY LTD(TEL)384,804403,987+19,18354,06558,6750.42%+4,610
ATMOS ENERGY CORP(ATO)0255,888+255,888030,4170.22%+30,417
ZEBRA TECHNOLOGIES CORP CL A(ZBRA)153,796153,470-32642,03746,2620.33%+4,225
MARSH MCLENNAN COS INC(MRSH)0272,160+272,160056,0600.40%+56,060
NORDSON CORPORATION(NDSN)272,813276,925+4,11272,06676,0270.54%+3,961
BERKSHIRE HATHAWAY INC DEL CL081,833+81,833034,4120.25%+34,412
MASCO CORP COM(MAS)0364,587+364,587028,7590.21%+28,759
CORVEL CORP(CRVL)280,702278,701-2,00169,39273,2870.52%+3,895
NORTHERN TRUST CORPORATION(NTRS)1,277,8551,255,379-22,476107,825111,6280.80%+3,803
JOHNSON & JOHNSON(JNJ)01,063,030+1,063,0300168,1611.20%+168,161
JACK HENRY & ASSOCIATES INC(JKHY)0206,558+206,558035,8850.26%+35,885
METTLER-TOLEDO INTERNATIONAL(MTD)35,01534,552-46342,47245,9990.33%+3,527
MANHATTAN ASSOCS INC(MANH)0106,017+106,017026,5290.19%+26,529
SERVICE CORP INTERNATIONAL(SCI)673,914666,972-6,94246,12949,4960.35%+3,367
ATRION CORPORATION035,802+35,802016,5960.12%+16,596
RPM INTERNATIONAL INC(RPM)488,696486,291-2,40554,55357,8440.41%+3,291
EXLSERVICE HOLDINGS INC(EXLS)3,725,1993,714,421-10,778114,922118,1190.84%+3,196
AGILENT TECHNOLOGIES, INC.(A)404,315408,087+3,77256,21259,3810.42%+3,169
EDWARDS LIFESCIENCES CORP0149,703+149,703014,3060.10%+14,306
MINERALS TECHNOLOGIES INC(MTX)644,055642,577-1,47845,92848,3730.35%+2,446
BALL CORP0248,375+248,375016,7310.12%+16,731
UMB FINANCIAL CORP(UMBF)688,687688,222-46557,54059,8680.43%+2,329
BECTON DICKINSON AND CO(BDX)0401,156+401,156099,2660.71%+99,266
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