Fund HoldingsBoston Trust Walden Corp

Total Portfolio Value
$13.48B
Total Bought
$620.50M
Total Sold
$1.23B
Net Transaction
-$614.19M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORP(NVDA)0466,035+466,035057,5740.43%+57,574
APPLE INC(AAPL)01,989,960+1,989,9600419,1253.11%+419,125
QUALCOMM INC(QCOM)0210,723+210,723041,9720.31%+41,972
ALPHABET INC-CL C(GOOG)1,309,9671,285,113-24,854199,456235,7151.75%+36,260
ALPHABET INC-A(GOOG)1,611,3041,493,587-117,717243,194272,0572.02%+28,863
ESSENTIAL UTILS INC(WTRG)0903,372+903,372033,7230.25%+33,723
ATKORE INC0172,729+172,729023,3060.17%+23,306
HALOZYME THERAPEUTICS INC(HALO)0443,295+443,295023,2110.17%+23,211
APPLIED MATERIALS, INC.568,431567,616-815117,228133,9520.99%+16,724
BJ'S WHOLESALE CLUB HOLDINGS(BJ)1,070,3811,101,690+31,30980,97496,7720.72%+15,798
SPROUTS FARMERS MARKET INC(SFM)01,043,147+1,043,147087,2700.65%+87,270
MICROSOFT CORP(MSFT)1,355,7331,307,062-48,671570,384584,1914.33%+13,807
NETAPP INC(NTAP)495,079505,405+10,32651,96865,0960.48%+13,128
MAGNOLIA OIL & GAS CORP(MGY)2,134,5462,703,544+568,99855,39168,5080.51%+13,116
CHESAPEAKE UTILITIES CORP(CPK)155,844274,405+118,56116,72229,1420.22%+12,420
COMMERCE BANCSHARES INC(CBSH)01,260,999+1,260,999070,3390.52%+70,339
PROGRESS SOFTWARE CORP(PRGS)01,966,696+1,966,6960106,7130.79%+106,713
D R HORTON INC(DHI)081,040+81,040011,4210.08%+11,421
LOCKHEED MARTIN CORP(LMT)024,242+24,242011,3230.08%+11,323
GLOBUS MEDICAL INC-A(GMED)0748,129+748,129051,2390.38%+51,239
ATMOS ENERGY CORP(ATO)255,888354,666+98,77830,41741,3720.31%+10,954
TERADYNE INC(TER)419,312391,320-27,99247,31158,0290.43%+10,718
KLA-TENCOR CORPORATION(KLAC)57,69561,652+3,95740,30450,8330.38%+10,529
ZEBRA TECHNOLOGIES CORP CL A(ZBRA)153,470181,341+27,87146,26256,0220.42%+9,760
LULULEMON ATHLETICA INC(LULU)028,540+28,54008,5250.06%+8,525
JONES LANG LASALLE INC(JLL)0672,994+672,9940138,1521.02%+138,152
LABCORP HOLDINGS INC(LH)032,746+32,74606,6640.05%+6,664
COSTCO WHOLESALE CORP(COST)0163,960+163,9600139,3641.03%+139,364
CACTUS INC CL A(WHD)1,929,3881,955,227+25,83996,643103,1190.76%+6,476
INTERDIGITAL INC(IDCC)0633,925+633,925073,8900.55%+73,890
TEXAS ROADHOUSE INC(TXRH)0596,042+596,0420102,3460.76%+102,346
META PLATFORMS INC(META)28,64139,746+11,10513,90720,0410.15%+6,133
BADGER METER INC0249,390+249,390046,4740.34%+46,474
ORACLE CORP(ORCL)435,583428,813-6,77054,71460,5480.45%+5,835
APA CORPORATION(APA)0196,572+196,57205,7870.04%+5,787
VALMONT INDUSTRIES(VMI)0126,067+126,067034,5990.26%+34,599
CORCEPT THERAPEUTICS INC(CORT)01,583,899+1,583,899051,4610.38%+51,461
FOUR CORNERS PPTY TR INC COM(FCPT)1,025,5011,216,760+191,25925,09430,0170.22%+4,923
MINERALS TECHNOLOGIES INC(MTX)642,577640,890-1,68748,37353,2960.40%+4,923
EVERCORE PARTNERS INC-CL A(EVR)299,998299,790-20857,77762,4850.46%+4,709
ADOBE INC(ADBE)0127,519+127,519070,8420.53%+70,842
SILGAN HOLDINGS INC(SLGN)1,562,0981,884,609+322,51175,85579,7760.59%+3,920
STARBUCKS CORP(SBUX)0911,256+911,256070,9410.53%+70,941
VANGUARD FTSE EMERGING MARKETS0249,059+249,059010,8990.08%+10,899
BOOKING HLDGS INC(BKNG)9,5459,623+7834,62838,1220.28%+3,493
PLEXUS CORP(PLXS)0401,239+401,239041,4000.31%+41,400
CAMDEN PROPERTY TRUST(CPT)277,220280,072+2,85227,27830,5590.23%+3,280
EXPEDITORS INTL WASH INC(EXPD)0460,173+460,173057,4250.43%+57,425
EXXON MOBIL CORPORATION639,076668,944+29,86874,28677,0090.57%+2,723
SENSIENT TECHNOLOGIES CORP COM(SXT)0540,365+540,365040,0900.30%+40,090
INTERNATIONAL BANCSHARES CRP(IBOC)1,458,0981,476,460+18,36281,85884,4680.63%+2,611
CORE LABORATORIES INC0729,760+729,760014,8070.11%+14,807
MASCO CORP COM(MAS)364,587467,897+103,31028,75931,1950.23%+2,436
ICU MEDICAL INC(ICUI)341,090327,530-13,56036,60638,8940.29%+2,288
CINCINNATI FINANCIAL CORP(CINF)702,762757,795+55,03387,26289,4960.66%+2,234
AIR PRODUCTS & CHEMICALS INC0283,355+283,355073,1200.54%+73,120
LITTELFUSE INC(LFUS)304,145295,441-8,70473,71075,5120.56%+1,802
AVALONBAY COMMUNITIES INC079,849+79,849016,5200.12%+16,520
ANSYS INC COM041,272+41,272013,2690.10%+13,269
TORO CO0325,053+325,053030,3960.23%+30,396
TERADATA CORP DEL COM(TDC)01,673,431+1,673,431057,8340.43%+57,834
LAMAR ADVERTISING CO-A(LAMR)390,821399,678+8,85746,66847,7740.35%+1,106
AMERICAN WATER WORKS CO INC010,360+10,36001,3380.01%+1,338
AMDOCS LTD ORD(DOX)0618,387+618,387048,8030.36%+48,803
CATHAY GENRAL BANCORP(CATY)0736,727+736,727027,7890.21%+27,789
CUBESMART(CUBE)0884,374+884,374039,9470.30%+39,947
COLGATE-PALMOLIVE CO(CL)0222,811+222,811021,6220.16%+21,622
AMGEN INC.(AMGN)042,710+42,710013,3450.10%+13,345
TJX COMPANIES, INC.(TJX)0100,302+100,302011,0430.08%+11,043
IDACORP INC(IDA)0576,189+576,189053,6720.40%+53,672
REVVITY INC(RVTY)0236,827+236,827024,8340.18%+24,834
INTUITIVE SURGICAL INC016,942+16,94207,5370.06%+7,537
BROADCOM LTD(AVGO)02,443+2,44303,9220.03%+3,922
FORWARD AIR CORPORATION032,116+32,11606110.00%+611
METTLER-TOLEDO INTERNATIONAL(MTD)34,55233,318-1,23445,99946,5650.35%+566
MANHATTAN ASSOCS INC(MANH)106,017109,542+3,52526,52927,0220.20%+493
1ST SOURCE CORP(SRCE)0436,086+436,086023,3830.17%+23,383
AMAZON.COM INC(AMZN)029,926+29,92605,7830.04%+5,783
LILY (ELI) & CO(LLY)03,333+3,33303,0180.02%+3,018
VERISK ANALYTICS INC-CLASS A(VRSK)08,150+8,15002,1970.02%+2,197
ONE GAS INC(OGS)0950,716+950,716060,7030.45%+60,703
GE VERNOVA INC(GEV)01,339+1,33902300.00%+230
M & T BANK CORP(MTB)058,380+58,38008,8360.07%+8,836
BROWN & BROWN INC COM(BRO)0100,558+100,55808,9910.07%+8,991
SOLVENTUM CORP(SOLV)04,019+4,01902130.00%+213
NEXTERA ENERGY INC(NEE)030,590+30,59002,1660.02%+2,166
FIRST SOLAR INC(FSLR)0935+93502110.00%+211
NEW YORK TIMES CO CL A(NYT)04,102+4,10202100.00%+210
ISHARES RUSSELL 1000 GROWTH FD0575+57502100.00%+210
LAM RESEARCH CORPORATION(LRCX)0196+19602090.00%+209
MARATHON OIL CORP0308,120+308,12008,8340.07%+8,834
MOODYS CORP(MCO)07,575+7,57503,1890.02%+3,189
VERALTO CORP(VLTO)024,586+24,58602,3470.02%+2,347
VANGUARD S&P 500 ETF018,030+18,03009,0170.07%+9,017
CHIPOTLE MEXICAN GRILL INC(CMG)038,600+38,60002,4180.02%+2,418
ANALOG DEVICES INC(ADI)411,135356,947-54,18881,31881,4770.60%+158
SPDR S&P 500 ETF TRUST(SPY)07,191+7,19103,9130.03%+3,913
REGENERON PHARMACEUTICALS INC(REGN)01,473+1,47301,5480.01%+1,548
WAL-MART STORES INC(WMT)015,366+15,36601,0400.01%+1,040
VANGUARD TOTAL STOCK MARKET IN015,113+15,11304,0430.03%+4,043
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