Fund HoldingsBoston Trust Walden Corp

Total Portfolio Value
$11.93B
Total Bought
$853.60M
Total Sold
$621.63M
Net Transaction
+$231.96M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
WILLIAMS-SONOMA INC(WSM)264,231404,782+140,55133,06662,9030.53%+29,837
COMMERCE BANCSHARES INC(CBSH)01,025,863+1,025,863049,2210.41%+49,221
CALLON PETROLEUM CO0714,242+714,242027,9410.23%+27,941
FACTSET RESH SYS INC(FDS)235,115278,714+43,59994,199121,8701.02%+27,672
SPROUTS FARMERS MARKET INC(SFM)954,7481,459,776+505,02835,06862,4780.52%+27,411
DONNELLEY FINL SOLUTIONS INC(DFIN)0458,493+458,493025,8040.22%+25,804
BJ'S WHOLESALE CLUB HOLDINGS(BJ)01,052,943+1,052,943075,1490.63%+75,149
QUALYS INC(QLYS)761,576794,790+33,21498,373121,2451.02%+22,872
CAMDEN PROPERTY TRUST(CPT)0190,230+190,230017,9920.15%+17,992
APTARGROUP INC01,416,897+1,416,8970177,1691.48%+177,169
SELECTIVE INS GROUP INC(SIGI)872,419965,220+92,80183,70999,5820.83%+15,873
ALPHABET INC-A(GOOG)1,560,1541,547,399-12,755186,750202,4931.70%+15,742
WATERS CORP(WAT)529,984571,498+41,514141,262156,7101.31%+15,449
CHOICE HOTELS INTL INC(CHH)937,7291,015,844+78,115110,202124,4511.04%+14,249
EXLSERVICE HOLDINGS INC(EXLS)486,4493,118,984+2,632,53573,48387,4560.73%+13,973
ALPHABET INC-CL C(GOOG)1,334,6241,328,864-5,760161,449175,2111.47%+13,761
AMERICAN FINANCIAL GROUP INC0398,057+398,057044,4510.37%+44,451
CACTUS INC CL A(WHD)1,961,8951,914,930-46,96583,02796,1490.81%+13,121
HELMERICH & PAYNE INC(HP)2,235,2842,179,879-55,40579,24191,9040.77%+12,663
AUTOMATIC DATA PROCESSING547,626552,936+5,310120,363133,0251.11%+12,663
MSC INDUSTRIAL DIRECT CO-A(MSM)420,736524,303+103,56740,08851,4600.43%+11,373
CONOCOPHILLIPS(COP)0718,257+718,257086,0470.72%+86,047
APPLIED INDUSTRIAL TECH INC(AIT)0593,170+593,170091,7100.77%+91,710
PLEXUS CORP(PLXS)288,346397,882+109,53628,32736,9950.31%+8,668
SCHLUMBERGER N.V. LTD(SLB)01,047,044+1,047,044061,0430.51%+61,043
COMCAST CORP NEW CL A(CCZ)2,877,2942,886,594+9,300119,552127,9921.07%+8,440
CHUBB LTD
COM
484,068484,930+86293,212100,9530.85%+7,741
UNITED HEALTH GROUP INC(UNH)303,257304,389+1,132145,757153,4701.29%+7,712
HAEMONETICS CORP/MASS(HAE)668,860720,529+51,66956,94764,5450.54%+7,598
CBOE HOLDINGS INC(CBOE)388,278389,855+1,57753,58660,8990.51%+7,313
EXXON MOBIL CORPORATION0657,814+657,814077,3460.65%+77,346
COHEN & STEERS INC(CNS)0926,360+926,360058,0740.49%+58,074
EVERCORE PARTNERS INC-CL A(EVR)281,865300,048+18,18334,83641,3710.35%+6,535
ESSENTIAL UTILS INC(WTRG)0162,493+162,49305,5780.05%+5,578
CORCEPT THERAPEUTICS INC(CORT)1,996,3571,827,047-169,31044,41949,7780.42%+5,359
AKAMAI TECHNOLOGIES INC(AKAM)309,905310,781+87627,85133,1110.28%+5,259
PACKAGING CORP OF AMERICA(PKG)0280,751+280,751043,1090.36%+43,109
F5 INC(FFIV)301,131301,594+46344,04348,5990.41%+4,555
APPLIED MATERIALS, INC.281,114325,346+44,23240,63245,0440.38%+4,412
CENTRAL GARDEN & PET CO CL A N(CENT)0755,730+755,730030,2970.25%+30,297
CISCO SYSTEMS INC(CSCO)01,854,674+1,854,674099,7070.84%+99,707
CATHAY GENRAL BANCORP(CATY)0967,152+967,152033,6180.28%+33,618
CORVEL CORP(CRVL)260,073278,027+17,95450,32454,6740.46%+4,350
VISA INC(V)667,358706,316+38,958158,484162,4601.36%+3,976
ACUITY BRANDS INC(AYI)0219,595+219,595037,3990.31%+37,399
CORE LABORATORIES INC2,198,6082,277,774+79,16651,11854,6890.46%+3,572
UNIFIRST CORP MA(UNF)0203,074+203,074033,1030.28%+33,103
COMFORT SYSTEMS USA INC(FIX)0200,692+200,692034,2000.29%+34,200
INDEPENDENT BANK CORP/MA0424,218+424,218020,8250.17%+20,825
AMGEN INC.(AMGN)043,950+43,950011,8120.10%+11,812
VALMONT INDUSTRIES(VMI)0124,682+124,682029,9500.25%+29,950
ADOBE INC(ADBE)130,639130,476-16363,88166,5300.56%+2,649
RPM INTERNATIONAL INC(RPM)473,850474,836+98642,51945,0190.38%+2,501
CHEVRON CORP(CVX)0139,926+139,926023,5940.20%+23,594
AUTOZONE INC(AZO)026,320+26,320066,8530.56%+66,853
CHARTER COMMUNICATIONS INC-A(CHTR)026,771+26,771011,7740.10%+11,774
HANOVER INSURANCE GROUP INC(THG)341,093363,676+22,58338,55440,3610.34%+1,807
COGNIZANT TECHNOLOGY SOLUTIONS(CTSH)116,669136,769+20,1007,6169,2650.08%+1,649
TEXAS INSTRUMENTS INC(TXN)054,143+54,14308,6090.07%+8,609
ROSS STORES INC(ROST)848,926855,137+6,21195,19096,5880.81%+1,398
BADGER METER INC0249,150+249,150035,8450.30%+35,845
EVEREST RE GROUP LTD(EG)044,144+44,144016,4070.14%+16,407
CSG SYSTEMS INTL INC0823,799+823,799042,1130.35%+42,113
CINCINNATI FINANCIAL CORP(CINF)0262,416+262,416026,8430.22%+26,843
INTERNATIONAL BANCSHARES CRP(IBOC)0575,832+575,832024,9570.21%+24,957
TRIMBLE NAVIGATION LTD(TRMB)660,951666,612+5,66134,99135,9040.30%+913
LOWES COS INC(LOW)351,656386,000+34,34479,36980,2260.67%+857
MARATHON OIL CORP0267,140+267,14007,1460.06%+7,146
BAKER HUGHES COMPANY CL A(BKR)582,840543,040-39,80018,42419,1800.16%+757
SEI INVESTMENTS COMPANY(SEIC)1,291,1521,290,344-80876,97877,7170.65%+739
EQUINOR ASA(EQNR)0201,000+201,00006,5910.06%+6,591
ASPEN TECHNOLOGY INC019,264+19,26403,9350.03%+3,935
CHECK POINT SOFTWARE TECH LTOR
ORD
087,798+87,798011,7020.10%+11,702
ABBVIE INC(ABBV)026,668+26,66803,9750.03%+3,975
BERKSHIRE HATHAWAY INC DEL CL86,61586,309-30629,53630,2340.25%+698
PAYCHEX INC(PAYX)0164,086+164,086018,9240.16%+18,924
TJX COMPANIES, INC.(TJX)0104,156+104,15609,2570.08%+9,257
1ST SOURCE CORP(SRCE)0417,096+417,096017,5560.15%+17,556
MINERALS TECHNOLOGIES INC(MTX)0640,920+640,920035,0970.29%+35,097
PHILLIPS 66(PSX)011,576+11,57601,3910.01%+1,391
EMERSON ELECTRIC CO(EMR)068,461+68,46106,6110.06%+6,611
DANAHER CORP(DHR)047,337+47,337011,7440.10%+11,744
ALBERTSONS COS INC0262,636+262,63605,9750.05%+5,975
INTUIT INC(INTU)03,683+3,68301,8820.02%+1,882
NOVO-NORDISK AS ADR - B(NVO)019,346+19,34601,7590.01%+1,759
LILY (ELI) & CO(LLY)03,496+3,49601,8780.02%+1,878
CVS HEALTH CORPORATION(CVS)0183,219+183,219012,7920.11%+12,792
REGENERON PHARMACEUTICALS INC(REGN)01,473+1,47301,2120.01%+1,212
FORD MTR CO DEL(F)011,124+11,12401380.00%+138
INTEL CORP(INTC)066,329+66,32902,3580.02%+2,358
EAST WEST BANCORP INC(EWBC)0727,535+727,535038,3480.32%+38,348
GERMAN AMERICAN BANCORP(GABC)0241,719+241,71906,5480.05%+6,548
MARSH MCLENNAN COS INC(MRSH)273,714271,095-2,61951,48051,5890.43%+109
BROWN & BROWN INC COM(BRO)131,133130,793-3409,0279,1350.08%+107
VANGUARD ESG INTL STOCK ETF0162,047+162,04708,1740.07%+8,174
VERISK ANALYTICS INC-CLASS A(VRSK)07,623+7,62301,8010.02%+1,801
AMERICOLD REALTY TRUST(COLD)0784,227+784,227023,8480.20%+23,848
SYNOPSYS INC(SNPS)02,434+2,43401,1170.01%+1,117
AUTOLIV INC(ALV)05,825+5,82505620.00%+562
META PLATFORMS INC(META)04,893+4,89301,4690.01%+1,469
Page 1 of 1