Fund HoldingsBoston Trust Walden Corp

Total Portfolio Value
$14.37B
Total Bought
$1.13B
Total Sold
$1.41B
Net Transaction
-$283.25M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
CULLEN/FROST BANKERS INC(CFR)0958,038+958,0380107,1660.75%+107,166
SIMPLY GOOD FOODS CO(SMPL)02,308,611+2,308,611080,2700.56%+80,270
TE CONNECTIVITY LTD(TEL)0370,400+370,400055,9270.39%+55,927
AXCELIS TECHNOLOGIES INC0506,427+506,427053,0990.37%+53,099
DOLBY LABORATORIES INC-CL A(DLB)01,075,076+1,075,076082,2760.57%+82,276
MATADOR RESOURCES CO(MTDR)01,047,911+1,047,911051,7880.36%+51,788
WATTS WATER TECHNOLOGIES-A(WTS)0520,189+520,1890107,7780.75%+107,778
CLOROX COMPANY(CLX)0273,908+273,908044,6220.31%+44,622
ESSENTIAL UTILS INC(WTRG)903,3721,962,692+1,059,32033,72375,7010.53%+41,978
PRESTIGE CONSMR HEALTHCARE INC(PBH)0579,538+579,538041,7850.29%+41,785
GENUINE PARTS CO(GPC)0282,602+282,602039,4740.27%+39,474
APPLE INC(AAPL)1,989,9601,955,402-34,558419,125455,6093.17%+36,483
D R HORTON INC(DHI)81,040221,800+140,76011,42142,3130.29%+30,892
COOPER COS INC/THE(COO)01,253,815+1,253,8150138,3460.96%+138,346
ACCENTURE PLC-CL A
SHS CLASS A
0615,311+615,3110217,5001.51%+217,500
JOHNSON & JOHNSON(JNJ)01,093,709+1,093,7090177,2461.23%+177,246
LULULEMON ATHLETICA INC(LULU)28,540131,276+102,7368,52535,6220.25%+27,097
AMPHASTAR PHARMACEUTICALS INC(AMPH)0539,639+539,639026,1890.18%+26,189
FACTSET RESH SYS INC(FDS)0296,329+296,3290136,2670.95%+136,267
PROGRESS SOFTWARE CORP(PRGS)1,966,6961,963,184-3,512106,713132,2600.92%+25,547
APTARGROUP INC01,449,817+1,449,8170232,2461.62%+232,246
TELEFLEX INCORPORATED(TFX)0283,562+283,562070,1310.49%+70,131
UNITED HEALTH GROUP INC(UNH)0294,170+294,1700171,9951.20%+171,995
ICU MEDICAL INC(ICUI)327,530326,302-1,22838,89459,4590.41%+20,565
COHEN & STEERS INC(CNS)0919,451+919,451088,2210.61%+88,221
SILGAN HOLDINGS INC(SLGN)1,884,6091,881,950-2,65979,77698,8020.69%+19,027
CORCEPT THERAPEUTICS INC(CORT)1,583,8991,513,975-69,92451,46170,0670.49%+18,606
AUTOMATIC DATA PROCESSING0525,612+525,6120145,4531.01%+145,453
ONE GAS INC(OGS)950,7161,049,205+98,48960,70378,0820.54%+17,379
CINCINNATI FINANCIAL CORP(CINF)757,795777,588+19,79389,496105,8450.74%+16,350
HALOZYME THERAPEUTICS INC(HALO)443,295682,616+239,32123,21139,0730.27%+15,862
CAVCO INDUSTRIES INC(CVCO)0193,281+193,281082,7710.58%+82,771
CHUBB LTD
COM
0448,235+448,2350129,2660.90%+129,266
CORVEL CORP(CRVL)0232,515+232,515076,0070.53%+76,007
WATERS CORP(WAT)0471,919+471,9190169,8391.18%+169,839
DEERE & CO(DE)0250,112+250,1120104,3790.73%+104,379
ALLEGION PLC(ALLE)0454,105+454,105066,1810.46%+66,181
META PLATFORMS INC(META)39,74656,216+16,47020,04132,1800.22%+12,140
CHEMED CORP(CHE)0220,067+220,0670132,2540.92%+132,254
PLEXUS CORP(PLXS)401,239391,238-10,00141,40053,4860.37%+12,086
ZEBRA TECHNOLOGIES CORP CL A(ZBRA)181,341181,552+21156,02267,2320.47%+11,211
CHECK POINT SOFTWARE TECH LTOR
ORD
0383,895+383,895074,0190.51%+74,019
CHOICE HOTELS INTL INC(CHH)0940,096+940,0960122,4950.85%+122,495
AKAMAI TECHNOLOGIES INC(AKAM)0315,946+315,946031,8950.22%+31,895
AIR PRODUCTS & CHEMICALS INC283,355278,244-5,11173,12082,8440.58%+9,725
EXLSERVICE HOLDINGS INC(EXLS)03,345,806+3,345,8060127,6420.89%+127,642
EVERSOURCE ENERGY(ES)0973,279+973,279066,2320.46%+66,232
FOUR CORNERS PPTY TR INC COM(FCPT)1,216,7601,332,684+115,92430,01739,0610.27%+9,043
STARBUCKS CORP(SBUX)911,256819,084-92,17270,94179,8520.56%+8,911
VISA INC(V)0681,238+681,2380187,3061.30%+187,306
MASCO CORP COM(MAS)467,897471,338+3,44131,19539,5640.28%+8,369
AMERICAN EXPRESS CO(AXP)0220,639+220,639059,8370.42%+59,837
PAYCOM SOFTWARE INC(PAYC)0348,100+348,100057,9830.40%+57,983
CHESAPEAKE UTILITIES CORP(CPK)274,405300,552+26,14729,14237,3200.26%+8,178
ATMOS ENERGY CORP(ATO)354,666356,721+2,05541,37249,4810.34%+8,109
NORDSON CORPORATION(NDSN)0281,177+281,177073,8460.51%+73,846
ORACLE CORP(ORCL)428,813400,487-28,32660,54868,2430.47%+7,695
MCCORMICK & CO INC(MKC)0637,991+637,991052,5070.37%+52,507
ILLINOIS TOOL WORKS(ITW)0213,006+213,006055,8220.39%+55,822
CUBESMART(CUBE)884,374877,271-7,10339,94747,2230.33%+7,276
CSG SYSTEMS INTL INC0977,268+977,268047,5440.33%+47,544
CISCO SYSTEMS INC(CSCO)01,758,298+1,758,298093,5770.65%+93,577
HANOVER INSURANCE GROUP INC(THG)0356,693+356,693052,8300.37%+52,830
WW GRAINGER INC(GWW)068,279+68,279070,9290.49%+70,929
AGILENT TECHNOLOGIES, INC.(A)0402,254+402,254059,7270.42%+59,727
ON SEMICONDUCTOR CORPORATION(ON)093,310+93,31006,7750.05%+6,775
JPMORGAN CHASE & CO(JPM)01,041,003+1,041,0030219,5061.53%+219,506
LAMAR ADVERTISING CO-A(LAMR)399,678407,813+8,13547,77454,4840.38%+6,710
BADGER METER INC249,390243,360-6,03046,47453,1520.37%+6,678
ACUITY BRANDS INC(AYI)0220,497+220,497060,7230.42%+60,723
BOOKING HLDGS INC(BKNG)9,62310,549+92638,12244,4340.31%+6,312
NVIDIA CORP(NVDA)466,035525,822+59,78757,57463,8560.44%+6,282
HAEMONETICS CORP/MASS(HAE)0809,608+809,608065,0760.45%+65,076
SMITH (A.O.) CORP(AOS)0755,751+755,751067,8890.47%+67,889
APPLIED INDUSTRIAL TECH INC(AIT)0575,955+575,9550128,5130.89%+128,513
STAG INDUSTRIAL INC(STAG)02,510,755+2,510,755098,1450.68%+98,145
RPM INTERNATIONAL INC(RPM)0493,999+493,999059,7740.42%+59,774
FRANKLIN ELECTRIC CO INC(FELE)0659,057+659,057069,0820.48%+69,082
PEPSICO INC(PEP)0787,796+787,7960133,9650.93%+133,965
AMDOCS LTD ORD(DOX)618,387620,709+2,32248,80354,3000.38%+5,497
SNAP ON INC(SNA)0204,252+204,252059,1740.41%+59,174
COMCAST CORP NEW CL A(CCZ)02,582,487+2,582,4870107,8700.75%+107,870
SEI INVESTMENTS COMPANY(SEIC)01,286,309+1,286,309089,0000.62%+89,000
REVVITY INC(RVTY)236,827234,346-2,48124,83429,9380.21%+5,104
INSTALLED BLDG PRODS INC(IBP)0134,005+134,005033,0010.23%+33,001
AMERICAN FINANCIAL GROUP INC0427,299+427,299057,5140.40%+57,514
CAMDEN PROPERTY TRUST(CPT)280,072283,432+3,36030,55935,0120.24%+4,454
INDEPENDENT BANK CORP/MA0619,313+619,313036,6200.25%+36,620
IDACORP INC(IDA)576,189563,332-12,85753,67258,0740.40%+4,402
UNION PACIFIC CORP(UNP)0505,898+505,8980124,6940.87%+124,694
AMERICAN WATER WORKS CO INC10,36037,151+26,7911,3385,4330.04%+4,095
BROWN FORMAN CORP CL B(BF-A)096,592+96,59204,7520.03%+4,752
CBOE HOLDINGS INC(CBOE)0309,788+309,788063,4660.44%+63,466
COMMERCE BANCSHARES INC(CBSH)1,260,9991,249,028-11,97170,33974,1920.52%+3,854
MANHATTAN ASSOCS INC(MANH)109,542109,395-14727,02230,7820.21%+3,760
DONNELLEY FINL SOLUTIONS INC(DFIN)0790,335+790,335052,0280.36%+52,028
BERKSHIRE HATHAWAY INC DEL CL080,090+80,090036,8620.26%+36,862
AUTOZONE INC(AZO)029,091+29,091091,6380.64%+91,638
QUALYS INC(QLYS)0926,093+926,0930118,9660.83%+118,966
CACTUS INC CL A(WHD)1,955,2271,787,605-167,622103,119106,6660.74%+3,548
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