Boston Trust Walden Corp
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GLOBUS MEDICAL INC-A(GMED) | 0 | 1,185,461 | +1,185,461 | 0 | 67,891,352 | 0.50% | +67,891,352 |
| NEW YORK TIMES CO CL A(NYT) | 0 | 1,014,096 | +1,014,096 | 0 | 58,209,110 | 0.43% | +58,209,110 |
| APPLE INC(AAPL) | 1,755,454 | 1,597,030 | -158,424 | 360,166,497 | 406,651,749 | 2.98% | +46,485,252 |
| TERADYNE INC(TER) | 427,399 | 611,282 | +183,883 | 38,431,742 | 84,136,843 | 0.62% | +45,705,101 |
| GODADDY INC(GDDY) | 0 | 305,224 | +305,224 | 0 | 41,763,800 | 0.31% | +41,763,800 |
| SPROUTS FARMERS MARKET INC(SFM) | 23,607 | 398,507 | +374,900 | 3,886,656 | 43,357,562 | 0.32% | +39,470,906 |
| ALPHABET INC-CL C(GOOG) | 1,066,466 | 931,257 | -135,209 | 189,180,404 | 226,807,642 | 1.66% | +37,627,238 |
| ALPHABET INC-A(GOOG) | 1,249,552 | 1,057,221 | -192,331 | 220,208,549 | 257,010,425 | 1.89% | +36,801,876 |
| NVIDIA CORP(NVDA) | 965,386 | 995,861 | +30,475 | 152,521,334 | 185,807,745 | 1.36% | +33,286,411 |
| FORTINET INC(FTNT) | 0 | 363,180 | +363,180 | 0 | 30,536,174 | 0.22% | +30,536,174 |
| MEDPACE HOLDINGS INC(MEDP) | 151,074 | 151,200 | +126 | 47,416,086 | 77,740,992 | 0.57% | +30,324,906 |
| TERRENO RLTY CORP(TRNO) | 0 | 475,019 | +475,019 | 0 | 26,957,328 | 0.20% | +26,957,328 |
| BIO RAD LABS INC | 0 | 95,448 | +95,448 | 0 | 26,762,665 | 0.20% | +26,762,665 |
| DONALDSON CO INC(DCI) | 2,825,916 | 2,702,725 | -123,191 | 195,977,244 | 221,218,006 | 1.62% | +25,240,762 |
| LAKELAND FINANCIAL CORP(LKFN) | 0 | 373,331 | +373,331 | 0 | 23,967,850 | 0.18% | +23,967,850 |
| ACUITY INC(AYI) | 289,635 | 319,092 | +29,457 | 86,409,706 | 109,892,094 | 0.81% | +23,482,388 |
| CAVCO INDUSTRIES INC(CVCO) | 163,206 | 161,573 | -1,633 | 70,901,583 | 93,830,289 | 0.69% | +22,928,706 |
| PRICESMART INC(PSMT) | 0 | 180,831 | +180,831 | 0 | 21,914,909 | 0.16% | +21,914,909 |
| COMMERCE BANCSHARES INC(CBSH) | 1,483,309 | 1,903,362 | +420,053 | 92,217,320 | 113,744,913 | 0.83% | +21,527,593 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 2,522 | 40,100 | +37,578 | 1,022,570 | 19,449,302 | 0.14% | +18,426,732 |
| HALOZYME THERAPEUTICS INC(HALO) | 845,246 | 833,893 | -11,353 | 43,969,697 | 61,157,713 | 0.45% | +17,188,016 |
| INGREDION INC(INGR) | 1,972 | 136,915 | +134,943 | 267,443 | 16,718,691 | 0.12% | +16,451,248 |
| ORACLE CORP(ORCL) | 577,772 | 506,419 | -71,353 | 126,318,292 | 142,425,280 | 1.04% | +16,106,988 |
| SMITH (A.O.) CORP(AOS) | 822,774 | 946,625 | +123,851 | 53,949,318 | 69,491,727 | 0.51% | +15,542,409 |
| INTERDIGITAL INC(IDCC) | 267,255 | 215,145 | -52,110 | 59,926,589 | 74,274,509 | 0.54% | +14,347,920 |
| CHARLES RIVER LABORATORIES INT(CRL) | 225,191 | 307,242 | +82,051 | 34,168,231 | 48,071,084 | 0.35% | +13,902,853 |
| APPLIED INDUSTRIAL TECH INC(AIT) | 508,120 | 503,977 | -4,143 | 118,112,607 | 131,563,322 | 0.97% | +13,450,715 |
| CAMDEN PROPERTY TRUST(CPT) | 317,477 | 459,554 | +142,077 | 35,776,483 | 49,071,176 | 0.36% | +13,294,693 |
| INSTALLED BLDG PRODS INC(IBP) | 294,468 | 266,893 | -27,575 | 53,098,470 | 65,831,827 | 0.48% | +12,733,357 |
| ATMOS ENERGY CORP(ATO) | 318,407 | 360,997 | +42,590 | 49,069,702 | 61,640,238 | 0.45% | +12,570,536 |
| TE CONNECTIVITY LTD(TEL) | 336,285 | 310,613 | -25,672 | 56,721,191 | 68,188,872 | 0.50% | +11,467,681 |
| RPM INTERNATIONAL INC(RPM) | 601,564 | 652,716 | +51,152 | 66,075,769 | 76,942,116 | 0.56% | +10,866,347 |
| JAZZ PHARMACEUTICALS PLC(JAZZ) | 407,897 | 408,827 | +930 | 43,286,030 | 53,883,398 | 0.40% | +10,597,368 |
| ESSENTIAL UTILS INC(WTRG) | 2,544,883 | 2,624,985 | +80,102 | 94,516,954 | 104,736,901 | 0.77% | +10,219,947 |
| TOPBUILD CORP | 149,335 | 149,200 | -135 | 48,345,712 | 58,316,312 | 0.43% | +9,970,600 |
| CHESAPEAKE UTILITIES CORP(CPK) | 285,690 | 323,761 | +38,071 | 34,345,652 | 43,607,369 | 0.32% | +9,261,717 |
| WEC ENERGY GROUP INC COM(WEC) | 141,921 | 202,588 | +60,667 | 14,788,168 | 23,214,559 | 0.17% | +8,426,391 |
| LITTELFUSE INC(LFUS) | 276,626 | 273,866 | -2,760 | 62,719,413 | 70,934,033 | 0.52% | +8,214,620 |
| VANGUARD S&P 500 ETF | 44,568 | 54,405 | +9,837 | 25,315,961 | 33,316,534 | 0.24% | +8,000,573 |
| ONE GAS INC(OGS) | 1,070,858 | 1,048,225 | -22,633 | 76,951,856 | 84,843,331 | 0.62% | +7,891,475 |
| MORGAN STANLEY(MS) | 148,233 | 178,998 | +30,765 | 20,880,100 | 28,453,522 | 0.21% | +7,573,422 |
| IDACORP INC(IDA) | 566,732 | 551,363 | -15,369 | 65,429,209 | 72,862,621 | 0.53% | +7,433,412 |
| WILLIAMS-SONOMA INC(WSM) | 350,131 | 327,950 | -22,181 | 57,200,983 | 64,097,764 | 0.47% | +6,896,781 |
| VALMONT INDUSTRIES(VMI) | 115,613 | 113,622 | -1,991 | 37,755,737 | 44,054,658 | 0.32% | +6,298,921 |
| GRAPHIC PACKAGING HLDG CO(GPK) | 1,205,268 | 1,609,080 | +403,812 | 25,394,997 | 31,489,695 | 0.23% | +6,094,698 |
| A10 NETWORKS INC | 2,162,796 | 2,639,992 | +477,196 | 41,850,102 | 47,915,855 | 0.35% | +6,065,753 |
| AMERICAN FINANCIAL GROUP INC | 580,638 | 543,282 | -37,356 | 73,282,322 | 79,167,053 | 0.58% | +5,884,731 |
| WATTS WATER TECHNOLOGIES-A(WTS) | 518,722 | 477,613 | -41,109 | 127,548,553 | 133,387,759 | 0.98% | +5,839,206 |
| JACK HENRY & ASSOCIATES INC(JKHY) | 276,662 | 372,776 | +96,114 | 49,846,191 | 55,517,528 | 0.41% | +5,671,337 |
| JONES LANG LASALLE INC(JLL) | 306,051 | 281,054 | -24,997 | 78,281,725 | 83,832,787 | 0.62% | +5,551,062 |
| ANTERO MIDSTREAM CORP(AM) | 3,543,536 | 3,738,016 | +194,480 | 67,150,007 | 72,667,031 | 0.53% | +5,517,024 |
| CORCEPT THERAPEUTICS INC(CORT) | 572,072 | 562,261 | -9,811 | 41,990,084 | 46,729,511 | 0.34% | +4,739,427 |
| NORDSON CORPORATION(NDSN) | 355,613 | 355,833 | +220 | 76,232,798 | 80,756,268 | 0.59% | +4,523,470 |
| AMPHASTAR PHARMACEUTICALS INC(AMPH) | 1,176,453 | 1,173,107 | -3,346 | 27,011,361 | 31,263,302 | 0.23% | +4,251,941 |
| ROSS STORES INC(ROST) | 649,239 | 571,274 | -77,965 | 82,829,911 | 87,056,445 | 0.64% | +4,226,534 |
| PAYPAL HOLDINGS INC(PYPL) | 0 | 62,825 | +62,825 | 0 | 4,213,045 | 0.03% | +4,213,045 |
| MAGNOLIA OIL & GAS CORP(MGY) | 4,003,770 | 3,942,736 | -61,034 | 90,004,749 | 94,113,109 | 0.69% | +4,108,360 |
| EXPEDITORS INTL WASH INC(EXPD) | 491,547 | 490,546 | -1,001 | 56,159,214 | 60,136,002 | 0.44% | +3,976,788 |
| KLA-TENCOR CORPORATION(KLAC) | 60,004 | 53,432 | -6,572 | 53,747,983 | 57,631,755 | 0.42% | +3,883,772 |
| VANGUARD ESG INTL STOCK ETF | 262,144 | 303,451 | +41,307 | 17,170,432 | 21,050,396 | 0.15% | +3,879,964 |
| OCEANEERING INTL INC(OII) | 526,125 | 594,950 | +68,825 | 10,901,310 | 14,742,861 | 0.11% | +3,841,551 |
| MSC INDUSTRIAL DIRECT CO-A(MSM) | 602,027 | 592,478 | -9,549 | 51,184,335 | 54,590,923 | 0.40% | +3,406,588 |
| MASCO CORP COM(MAS) | 525,265 | 525,755 | +490 | 33,806,054 | 37,007,915 | 0.27% | +3,201,861 |
| D R HORTON INC(DHI) | 283,548 | 233,922 | -49,626 | 36,555,008 | 39,642,762 | 0.29% | +3,087,754 |
| UMB FINANCIAL CORP(UMBF) | 257,463 | 252,922 | -4,541 | 27,074,809 | 29,933,319 | 0.22% | +2,858,510 |
| FRANKLIN ELECTRIC CO INC(FELE) | 623,633 | 616,260 | -7,373 | 55,964,825 | 58,667,952 | 0.43% | +2,703,127 |
| U.S. PHYSICAL THERAPY INC(USPH) | 497,814 | 490,068 | -7,746 | 38,929,055 | 41,631,276 | 0.31% | +2,702,221 |
| BADGER METER INC | 229,741 | 330,039 | +100,298 | 56,275,058 | 58,938,365 | 0.43% | +2,663,307 |
| PLEXUS CORP(PLXS) | 369,413 | 363,041 | -6,372 | 49,985,273 | 52,528,402 | 0.39% | +2,543,129 |
| META PLATFORMS INC(META) | 91,722 | 95,612 | +3,890 | 67,699,091 | 70,215,541 | 0.52% | +2,516,450 |
| STERIS PLC(STE) | 323,980 | 324,264 | +284 | 77,826,476 | 80,235,884 | 0.59% | +2,409,408 |
| METTLER-TOLEDO INTERNATIONAL(MTD) | 41,937 | 42,031 | +94 | 49,264,233 | 51,597,676 | 0.38% | +2,333,443 |
| LINCOLN ELECTRIC HOLDINGS(LECO) | 339,975 | 308,739 | -31,236 | 70,483,640 | 72,809,846 | 0.53% | +2,326,206 |
| TORO CO | 431,084 | 429,266 | -1,818 | 30,469,017 | 32,710,069 | 0.24% | +2,241,052 |
| O REILLY AUTOMOTIVE INC NEW(ORLY) | 123,240 | 122,756 | -484 | 11,107,621 | 13,234,324 | 0.10% | +2,126,703 |
| TJX COMPANIES, INC.(TJX) | 97,739 | 98,012 | +273 | 12,069,789 | 14,166,654 | 0.10% | +2,096,865 |
| EXXON MOBIL CORPORATION | 679,318 | 667,638 | -11,680 | 73,230,480 | 75,276,184 | 0.55% | +2,045,704 |
| HANOVER INSURANCE GROUP INC(THG) | 172,769 | 171,943 | -826 | 29,348,270 | 31,230,007 | 0.23% | +1,881,737 |
| ZIMMER BIOMET HOLDINGS INC(ZBH) | 693,322 | 660,128 | -33,194 | 63,237,900 | 65,022,608 | 0.48% | +1,784,708 |
| NETAPP INC(NTAP) | 540,814 | 499,063 | -41,751 | 57,623,732 | 59,119,003 | 0.43% | +1,495,271 |
| BROADCOM LTD(AVGO) | 25,832 | 26,078 | +246 | 7,120,591 | 8,603,393 | 0.06% | +1,482,802 |
| ILLINOIS TOOL WORKS(ITW) | 196,612 | 191,521 | -5,091 | 48,612,317 | 49,941,016 | 0.37% | +1,328,699 |
| ABBVIE INC(ABBV) | 25,678 | 25,726 | +48 | 4,766,350 | 5,956,598 | 0.04% | +1,190,248 |
| LOCKHEED MARTIN CORP(LMT) | 33,413 | 33,342 | -71 | 15,474,897 | 16,644,660 | 0.12% | +1,169,763 |
| CHEVRON CORP(CVX) | 123,185 | 120,984 | -2,201 | 17,638,860 | 18,787,605 | 0.14% | +1,148,745 |
| SERVICE CORP INTERNATIONAL(SCI) | 622,373 | 621,913 | -460 | 50,661,163 | 51,755,600 | 0.38% | +1,094,437 |
| CATHAY GENRAL BANCORP(CATY) | 651,441 | 640,416 | -11,025 | 29,660,109 | 30,746,372 | 0.23% | +1,086,263 |
| ISHARES CORE S&P TOTAL US STOC | 0 | 6,667 | +6,667 | 0 | 971,049 | 0.01% | +971,049 |
| VANGUARD MID-CAP ETF | 14,143 | 16,728 | +2,585 | 3,957,636 | 4,913,683 | 0.04% | +956,047 |
| CUMMINS INC(CMI) | 11,245 | 10,827 | -418 | 3,682,737 | 4,573,000 | 0.03% | +890,263 |
| BERKSHIRE HATHAWAY INC DEL CL | 79,047 | 77,687 | -1,360 | 38,398,661 | 39,056,362 | 0.29% | +657,701 |
| ASML HOLDING N V N Y REGISTRY | 0 | 655 | +655 | 0 | 634,099 | 0.00% | +634,099 |
| ISHARES S&P 500 INDEX FUND | 2,481 | 3,207 | +726 | 1,540,453 | 2,146,445 | 0.02% | +605,992 |
| SPDR NUVEEN BBG BARCLAYS ST MU | 0 | 11,051 | +11,051 | 0 | 532,879 | 0.00% | +532,879 |
| VANGUARD FTSE EMERGING MARKETS | 226,069 | 215,454 | -10,615 | 11,181,373 | 11,673,298 | 0.09% | +491,925 |
| VANGUARD FTSE DEVELOPED ETF | 14,348 | 21,848 | +7,500 | 817,979 | 1,309,132 | 0.01% | +491,153 |
| VANGUARD TOTAL STOCK MARKET IN | 20,023 | 20,023 | 0 | 6,085,590 | 6,570,948 | 0.05% | +485,358 |
| SNAP ON INC(SNA) | 244,971 | 221,318 | -23,653 | 76,230,136 | 76,693,163 | 0.56% | +463,027 |
| ISHARES SHORT-TERM NATIONAL MU | 0 | 4,281 | +4,281 | 0 | 457,125 | 0.00% | +457,125 |
| TESLA MOTORS INC(TSLA) | 3,343 | 3,360 | +17 | 1,061,937 | 1,494,259 | 0.01% | +432,322 |