Fund HoldingsBoston Trust Walden Corp

Total Portfolio Value
$13.69B
Total Bought
$848.82M
Total Sold
$1.50B
Net Transaction
-$649.49M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ZIMMER BIOMET HOLDINGS INC(ZBH)0478,073+478,073054,1080.40%+54,108
ANTERO MIDSTREAM CORP(AM)02,848,303+2,848,303051,2690.37%+51,269
PROCTER & GAMBLE CO/THE(PG)0482,323+482,323082,1970.60%+82,197
NETAPP INC(NTAP)0498,520+498,520043,7900.32%+43,790
MCCORMICK & CO INC(MKC)01,003,478+1,003,478082,5960.60%+82,596
AMAZON.COM INC(AMZN)112,566299,939+187,37324,69657,0660.42%+32,371
TORO CO0779,419+779,419056,7030.41%+56,703
A10 NETWORKS INC01,645,924+1,645,924026,8940.20%+26,894
JOHNSON & JOHNSON(JNJ)01,092,003+1,092,0030181,0981.32%+181,098
CHEMED CORP(CHE)0246,351+246,3510151,5851.11%+151,585
JAZZ PHARMACEUTICALS PLC(JAZZ)0178,012+178,012022,1000.16%+22,100
STAG INDUSTRIAL INC(STAG)02,942,495+2,942,4950106,2830.78%+106,283
CORCEPT THERAPEUTICS INC(CORT)0584,800+584,800066,7960.49%+66,796
ESSENTIAL UTILS INC(WTRG)2,126,9072,476,811+349,90477,24997,9080.72%+20,659
BJ'S WHOLESALE CLUB HOLDINGS(BJ)990,094951,469-38,62588,465108,5630.79%+20,098
ALLEGION PLC(ALLE)0608,020+608,020079,3220.58%+79,322
UFP TECHNOLOGIES INC(UFPT)107,950214,147+106,19726,39543,1960.32%+16,801
META PLATFORMS INC(META)64,04094,123+30,08337,49654,2490.40%+16,753
INSTALLED BLDG PRODS INC(IBP)0258,256+258,256044,2810.32%+44,281
VISA INC(V)669,916646,946-22,970211,720226,7291.66%+15,008
BLOCK H & R INC483,572735,757+252,18525,55240,4000.30%+14,848
HALOZYME THERAPEUTICS INC(HALO)874,081866,872-7,20941,79055,3150.40%+13,525
CAVCO INDUSTRIES INC(CVCO)193,895191,822-2,07386,52299,6760.73%+13,155
CBOE HOLDINGS INC(CBOE)0330,059+330,059074,6890.55%+74,689
STERIS PLC(STE)224,741256,271+31,53046,19858,0840.42%+11,886
CHUBB LTD
COM
0446,892+446,8920134,9570.99%+134,957
NVIDIA CORP(NVDA)545,932780,012+234,08073,31384,5380.62%+11,224
AUTOZONE INC(AZO)29,56027,754-1,80694,651105,8200.77%+11,169
CORE & MAIN INC(CNM)0202,570+202,57009,7860.07%+9,786
FOUR CORNERS PPTY TR INC COM(FCPT)01,578,610+1,578,610045,3060.33%+45,306
JACK HENRY & ASSOCIATES INC(JKHY)219,547260,406+40,85938,48747,5500.35%+9,064
AMERICAN WATER WORKS CO INC093,173+93,173013,7450.10%+13,745
MAGNOLIA OIL & GAS CORP(MGY)3,090,5873,178,608+88,02172,25880,2920.59%+8,034
SYSCO CORP(SYY)804,345926,595+122,25061,50069,5320.51%+8,031
EXXON MOBIL CORPORATION0684,974+684,974081,4640.60%+81,464
VANGUARD S&P 500 ETF23,93238,499+14,56712,89519,7850.14%+6,890
NETFLIX INC(NFLX)9128,225+7,3138137,6700.06%+6,857
DEERE & CO(DE)249,221238,990-10,231105,595112,1700.82%+6,575
MARSH MCLENNAN COS INC(MRSH)0237,831+237,831058,0380.42%+58,038
ONE GAS INC(OGS)01,052,678+1,052,678079,5720.58%+79,572
BERKSHIRE HATHAWAY INC DEL CL079,197+79,197042,1790.31%+42,179
CSG SYSTEMS INTL INC1,065,484997,302-68,18254,45760,3070.44%+5,850
HANOVER INSURANCE GROUP INC(THG)351,597345,374-6,22354,37860,0780.44%+5,700
PRESTIGE CONSMR HEALTHCARE INC(PBH)831,627819,282-12,34564,94270,4340.51%+5,492
CHECK POINT SOFTWARE TECH LTOR
ORD
487,283421,859-65,42490,97696,1500.70%+5,174
CISCO SYSTEMS INC(CSCO)1,752,0001,761,844+9,844103,718108,7230.79%+5,005
PAYCOM SOFTWARE INC(PAYC)359,695359,909+21473,72778,6330.57%+4,906
CINCINNATI FINANCIAL CORP(CINF)795,780804,777+8,997114,354118,8820.87%+4,528
UNITED HEALTH GROUP INC(UNH)0294,562+294,5620154,2771.13%+154,277
AUTOMATIC DATA PROCESSING520,172511,992-8,180152,270156,4291.14%+4,159
EXPEDITORS INTL WASH INC(EXPD)0464,545+464,545055,8620.41%+55,862
SCHLUMBERGER N.V. LTD(SLB)0395,261+395,261016,5220.12%+16,522
AMDOCS LTD ORD(DOX)641,863641,094-76954,64858,6600.43%+4,012
EVERSOURCE ENERGY(ES)0990,619+990,619061,5270.45%+61,527
EOG RES INC(EOG)030,643+30,64303,9300.03%+3,930
AMGEN INC.(AMGN)044,520+44,520013,8700.10%+13,870
IDACORP INC(IDA)564,184559,482-4,70261,65465,0230.48%+3,369
QUEST DIAGNOSTICS INC(DGX)72,93084,725+11,79511,00214,3350.10%+3,333
UNION PACIFIC CORP(UNP)0495,557+495,5570117,0700.86%+117,070
COLGATE-PALMOLIVE CO(CL)0228,138+228,138021,3770.16%+21,377
ON SEMICONDUCTOR CORPORATION(ON)0254,832+254,832010,3690.08%+10,369
KLA-TENCOR CORPORATION(KLAC)049,686+49,686033,7770.25%+33,777
VERIZON COMMUNICATIONS(VZ)0308,894+308,894014,0110.10%+14,011
F5 INC(FFIV)194,820194,847+2748,99151,8820.38%+2,891
AMERICAN FINANCIAL GROUP INC462,399503,221+40,82263,31666,0930.48%+2,777
WEC ENERGY GROUP INC COM(WEC)0125,266+125,266013,6510.10%+13,651
INTERDIGITAL INC(IDCC)0273,006+273,006056,4440.41%+56,444
INSPERITY INC(NSP)0220,467+220,467019,6720.14%+19,672
CHEVRON CORP(CVX)0129,505+129,505021,6650.16%+21,665
JPMORGAN CHASE & CO(JPM)1,027,6021,013,605-13,997246,326248,6371.82%+2,311
MEDTRONIC INC(MDT)0141,389+141,389012,7050.09%+12,705
GENUINE PARTS CO(GPC)359,823369,755+9,93242,01344,0530.32%+2,040
US BANCORP(USB)0255,996+255,996010,8080.08%+10,808
CAMDEN PROPERTY TRUST(CPT)0294,842+294,842036,0590.26%+36,059
O REILLY AUTOMOTIVE INC NEW(ORLY)08,216+8,216011,7700.09%+11,770
MSC INDUSTRIAL DIRECT CO-A(MSM)618,103616,553-1,55046,16647,8880.35%+1,722
DOLBY LABORATORIES INC-CL A(DLB)1,084,7001,075,814-8,88684,71586,3990.63%+1,684
CHESAPEAKE UTILITIES CORP(CPK)0291,835+291,835037,4800.27%+37,480
VANGUARD ESG INTL STOCK ETF0235,877+235,877013,9120.10%+13,912
RTX CORP(RTX)011,897+11,89701,5760.01%+1,576
BROWN & BROWN INC COM(BRO)067,773+67,77308,4310.06%+8,431
INMODE LTD(INMD)01,365,291+1,365,291024,2200.18%+24,220
METTLER-TOLEDO INTERNATIONAL(MTD)034,610+34,610040,8710.30%+40,871
ZOETIS INC(ZTS)049,018+49,01808,0710.06%+8,071
QUALCOMM INC(QCOM)289,531298,048+8,51744,47845,7830.33%+1,305
STRYKER CORP(SYK)0320,968+320,9680119,4800.87%+119,480
LOCKHEED MARTIN CORP(LMT)032,768+32,768014,6380.11%+14,638
SENSIENT TECHNOLOGIES CORP COM(SXT)0513,134+513,134038,1930.28%+38,193
ATMOS ENERGY CORP(ATO)369,532340,650-28,88251,46552,6580.38%+1,193
UNITIL CORP(UTL)0383,285+383,285022,1120.16%+22,112
LINCOLN ELECTRIC HOLDINGS(LECO)0330,822+330,822062,5780.46%+62,578
INVESCO EXCHANGE TRADED FD TR
S&P500 EQL WGT
04,950+4,95008570.01%+857
ABBVIE INC(ABBV)025,800+25,80005,4060.04%+5,406
MCDONALD'S CORPORATION(MCD)065,165+65,165020,3560.15%+20,356
ABBOTT LABS COM046,333+46,33306,1460.04%+6,146
IDEX CORP COM(IEX)232,014272,474+40,46048,55849,3100.36%+751
VEEVA SYSTEMS INC-CLASS A(VEEV)37,88037,545-3357,9648,6970.06%+732
ALBERTSONS COS INC0262,636+262,63605,7750.04%+5,775
CME GROUP INC.(CME)16,56916,719+1503,8484,4350.03%+588
SPROUTS FARMERS MARKET INC(SFM)024,289+24,28903,7070.03%+3,707
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