Fund HoldingsBoston Trust Walden Corp

Total Portfolio Value
$14.02B
Total Bought
$1.07B
Total Sold
$1.23B
Net Transaction
-$159.75M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)01,136,495+1,136,4950565,3044.03%+565,304
NVIDIA CORP(NVDA)780,012965,386+185,37484,538152,5211.09%+67,984
HUBBELL INC(HUBB)0368,660+368,6600150,5651.07%+150,565
ORACLE CORP(ORCL)0577,772+577,7720126,3180.90%+126,318
AMERICAN EXPRESS CO(AXP)0297,091+297,091094,7660.68%+94,766
ACUITY INC(AYI)0289,635+289,635086,4100.62%+86,410
QUALYS INC(QLYS)01,137,864+1,137,8640162,5671.16%+162,567
JPMORGAN CHASE & CO(JPM)1,013,605955,538-58,067248,637277,0201.98%+28,383
NORTHERN TRUST CORPORATION(NTRS)0878,593+878,5930111,3970.79%+111,397
APPLIED MATERIALS, INC.0585,296+585,2960107,1500.76%+107,150
PROGRESS SOFTWARE CORP(PRGS)01,796,719+1,796,7190114,7030.82%+114,703
WATTS WATER TECHNOLOGIES-A(WTS)0518,722+518,7220127,5490.91%+127,549
EVERCORE PARTNERS INC-CL A(EVR)0203,292+203,292054,8930.39%+54,893
JAZZ PHARMACEUTICALS PLC(JAZZ)178,012407,897+229,88522,10043,2860.31%+21,186
MORGAN STANLEY(MS)0148,233+148,233020,8800.15%+20,880
SEI INVESTMENTS COMPANY(SEIC)01,369,674+1,369,6740123,0790.88%+123,079
DONALDSON CO INC(DCI)02,825,916+2,825,9160195,9771.40%+195,977
KLA-TENCOR CORPORATION(KLAC)49,68660,004+10,31833,77753,7480.38%+19,971
ALPHABET INC-CL C(GOOG)01,066,466+1,066,4660189,1801.35%+189,180
STERIS PLC(STE)256,271323,980+67,70958,08477,8260.56%+19,743
UFP TECHNOLOGIES INC(UFPT)214,147255,377+41,23043,19662,3530.44%+19,157
AXCELIS TECHNOLOGIES INC0845,911+845,911058,9520.42%+58,952
NORDSON CORPORATION(NDSN)0355,613+355,613076,2330.54%+76,233
IDEX CORP COM(IEX)272,474381,517+109,04349,31066,9830.48%+17,673
ALLEGION PLC(ALLE)608,020668,432+60,41279,32296,3340.69%+17,012
AMALGAMATED FINANCIAL CORP0544,044+544,044016,9740.12%+16,974
EAST WEST BANCORP INC(EWBC)0572,267+572,267057,7880.41%+57,788
ANTERO MIDSTREAM CORP(AM)2,848,3033,543,536+695,23351,26967,1500.48%+15,881
SYSCO CORP(SYY)926,5951,118,163+191,56869,53284,6900.60%+15,158
A10 NETWORKS INC1,645,9242,162,796+516,87226,89441,8500.30%+14,956
NETAPP INC(NTAP)498,520540,814+42,29443,79057,6240.41%+13,834
META PLATFORMS INC(META)94,12391,722-2,40154,24967,6990.48%+13,450
ALPHABET INC-A(GOOG)01,249,552+1,249,5520220,2091.57%+220,209
DONNELLEY FINL SOLUTIONS INC(DFIN)0746,913+746,913046,0470.33%+46,047
BLACKROCK, INC.(BLK)038,632+38,632040,5350.29%+40,535
NETFLIX INC(NFLX)8,22514,458+6,2337,67019,3610.14%+11,691
BADGER METER INC0229,741+229,741056,2750.40%+56,275
SENSIENT TECHNOLOGIES CORP COM(SXT)513,134500,848-12,28638,19349,3440.35%+11,151
OCEANEERING INTL INC(OII)0526,125+526,125010,9010.08%+10,901
CUBESMART(CUBE)01,162,643+1,162,643049,4120.35%+49,412
HAEMONETICS CORP/MASS(HAE)01,089,940+1,089,940081,3200.58%+81,320
F5 INC(FFIV)194,847210,036+15,18951,88261,8180.44%+9,936
BOOKING HLDGS INC(BKNG)010,721+10,721062,0660.44%+62,066
MAGNOLIA OIL & GAS CORP(MGY)3,178,6084,003,770+825,16280,29290,0050.64%+9,713
ZIMMER BIOMET HOLDINGS INC(ZBH)478,073693,322+215,24954,10863,2380.45%+9,130
EOG RES INC(EOG)30,643109,123+78,4803,93013,0520.09%+9,123
INSTALLED BLDG PRODS INC(IBP)258,256294,468+36,21244,28153,0980.38%+8,818
METTLER-TOLEDO INTERNATIONAL(MTD)34,61041,937+7,32740,87149,2640.35%+8,393
LINCOLN ELECTRIC HOLDINGS(LECO)330,822339,975+9,15362,57870,4840.50%+7,905
TEXAS ROADHOUSE INC(TXRH)0239,056+239,056044,8020.32%+44,802
AMAZON.COM INC(AMZN)299,939295,275-4,66457,06664,7800.46%+7,714
TERADATA CORP DEL COM(TDC)01,966,309+1,966,309043,8680.31%+43,868
ZEBRA TECHNOLOGIES CORP CL A(ZBRA)0173,652+173,652053,5470.38%+53,547
AMERICAN FINANCIAL GROUP INC503,221580,638+77,41766,09373,2820.52%+7,189
RPM INTERNATIONAL INC(RPM)0601,564+601,564066,0760.47%+66,076
BLOCK H & R INC735,757864,851+129,09440,40047,4720.34%+7,071
MARZETTI COMPANY(MZTI)0344,605+344,605059,5370.42%+59,537
MSCI INC(MSCI)012,097+12,09706,9770.05%+6,977
ISHARES DJ RUSSELL 2000 TR ETF040,376+40,37608,7130.06%+8,713
ZOETIS INC(ZTS)49,01895,468+46,4508,07114,8880.11%+6,817
TE CONNECTIVITY LTD(TEL)0336,285+336,285056,7210.40%+56,721
LITTELFUSE INC(LFUS)0276,626+276,626062,7190.45%+62,719
MEDPACE HOLDINGS INC(MEDP)0151,074+151,074047,4160.34%+47,416
CISCO SYSTEMS INC(CSCO)1,761,8441,653,731-108,113108,723114,7360.82%+6,012
APPLIED INDUSTRIAL TECH INC(AIT)0508,120+508,1200118,1130.84%+118,113
JONES LANG LASALLE INC(JLL)0306,051+306,051078,2820.56%+78,282
TOPBUILD CORP0149,335+149,335048,3460.34%+48,346
VANGUARD S&P 500 ETF38,49944,568+6,06919,78525,3160.18%+5,531
INTERNATIONAL BANCSHARES CRP(IBOC)01,405,068+1,405,068093,5210.67%+93,521
CINCINNATI FINANCIAL CORP(CINF)804,777833,789+29,012118,882124,1680.89%+5,286
TERADYNE INC(TER)0427,399+427,399038,4320.27%+38,432
LANDSTAR SYSTEM INC(LSTR)0330,218+330,218045,9070.33%+45,907
WILLIAMS-SONOMA INC(WSM)0350,131+350,131057,2010.41%+57,201
SNAP ON INC(SNA)0244,971+244,971076,2300.54%+76,230
VALMONT INDUSTRIES(VMI)0115,613+115,613037,7560.27%+37,756
CBOE HOLDINGS INC(CBOE)330,059337,573+7,51474,68978,7250.56%+4,036
COSTCO WHOLESALE CORP(COST)0129,590+129,5900128,2860.92%+128,286
INTERDIGITAL INC(IDCC)273,006267,255-5,75156,44459,9270.43%+3,483
CSG SYSTEMS INTL INC997,302976,203-21,09960,30763,7560.45%+3,449
MSC INDUSTRIAL DIRECT CO-A(MSM)616,553602,027-14,52647,88851,1840.37%+3,297
AMDOCS LTD ORD(DOX)641,094678,929+37,83558,66061,9450.44%+3,285
VANGUARD ESG INTL STOCK ETF235,877262,144+26,26713,91217,1700.12%+3,258
CHARLES RIVER LABORATORIES INT(CRL)0225,191+225,191034,1680.24%+34,168
SCHLUMBERGER N.V. LTD(SLB)395,261582,751+187,49016,52219,6970.14%+3,175
STRYKER CORP(SYK)320,968309,835-11,133119,480122,5800.87%+3,100
BROADCOM LTD(AVGO)025,832+25,83207,1210.05%+7,121
BOSTON SCIENTIFIC CORPORATION(BSX)033,667+33,66703,6160.03%+3,616
POWER INTEGRATIONS INC(POWI)0713,899+713,899039,9070.28%+39,907
GENUINE PARTS CO(GPC)369,755385,710+15,95544,05346,7900.33%+2,738
ON SEMICONDUCTOR CORPORATION(ON)254,832249,345-5,48710,36913,0680.09%+2,699
WW GRAINGER INC(GWW)058,714+58,714061,0770.44%+61,077
SMITH (A.O.) CORP(AOS)0822,774+822,774053,9490.38%+53,949
JACK HENRY & ASSOCIATES INC(JKHY)260,406276,662+16,25647,55049,8460.36%+2,296
CULLEN/FROST BANKERS INC(CFR)01,100,356+1,100,3560141,4401.01%+141,440
CUMMINS INC(CMI)011,245+11,24503,6830.03%+3,683
U.S. PHYSICAL THERAPY INC(USPH)0497,814+497,814038,9290.28%+38,929
VANGUARD TOTAL STOCK MARKET IN020,023+20,02306,0860.04%+6,086
CORE & MAIN INC(CNM)202,570194,281-8,2899,78611,7250.08%+1,939
AKAMAI TECHNOLOGIES INC(AKAM)0353,555+353,555028,2000.20%+28,200
AVERY DENNISON CORP0308,463+308,463054,1260.39%+54,126
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