Fund HoldingsBoston Trust Walden Corp

Total Portfolio Value
$13.26B
Total Bought
$1.44B
Total Sold
$820.95M
Net Transaction
+$616.96M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)01,363,421+1,363,4210512,7013.87%+512,701
JONES LANG LASALLE INC(JLL)0710,236+710,2360134,1421.01%+134,142
PAYCOM SOFTWARE INC(PAYC)0236,381+236,381048,8650.37%+48,865
APPLE INC(AAPL)02,199,662+2,199,6620423,5013.20%+423,501
COOPER COS INC/THE(COO)0343,033+343,0330129,8170.98%+129,817
CHECK POINT SOFTWARE TECH LTOR
ORD
87,798306,201+218,40311,70246,7840.35%+35,083
WATERS CORP(WAT)571,498582,048+10,550156,710191,6281.45%+34,917
INMODE LTD(INMD)01,455,308+1,455,308032,3660.24%+32,366
INTERNATIONAL BANCSHARES CRP(IBOC)575,8321,020,506+444,67424,95755,4340.42%+30,477
ALLEGION PLC(ALLE)0237,196+237,196030,0500.23%+30,050
JPMORGAN CHASE & CO(JPM)01,231,724+1,231,7240209,5161.58%+209,516
COLUMBIA SPORTSWEAR CO(COLM)01,294,410+1,294,4100102,9570.78%+102,957
ACCENTURE PLC-CL A
SHS CLASS A
0646,162+646,1620226,7451.71%+226,745
FLOWERS FOODS INC COM(FLO)04,583,334+4,583,3340103,1710.78%+103,171
TEXAS ROADHOUSE INC(TXRH)0777,202+777,202094,9970.72%+94,997
EXLSERVICE HOLDINGS INC(EXLS)3,118,9843,725,199+606,21587,456114,9220.87%+27,466
UNION PACIFIC CORP(UNP)0621,854+621,8540152,7401.15%+152,740
COSTCO WHOLESALE CORP(COST)0271,771+271,7710179,3911.35%+179,391
BOOKING HLDGS INC(BKNG)07,003+7,003024,8410.19%+24,841
VISA INC(V)706,316719,200+12,884162,460187,2441.41%+24,784
NORDSON CORPORATION(NDSN)0272,813+272,813072,0660.54%+72,066
IDEX CORP COM(IEX)0201,152+201,152043,6720.33%+43,672
CAVCO INDUSTRIES INC(CVCO)0195,904+195,904067,9040.51%+67,904
WILLIAMS-SONOMA INC(WSM)404,782416,741+11,95962,90384,0900.63%+21,187
APPLIED MATERIALS, INC.325,346405,443+80,09745,04465,7100.50%+20,666
ROSS STORES INC(ROST)855,137845,823-9,31496,588117,0530.88%+20,466
LANCASTER COLONY CORP(MZTI)0319,366+319,366053,1390.40%+53,139
MEDPACE HOLDINGS INC(MEDP)0488,271+488,2710149,6701.13%+149,670
TELEFLEX INCORPORATED(TFX)0227,888+227,888056,8220.43%+56,822
DONALDSON CO INC(DCI)02,816,300+2,816,3000184,0451.39%+184,045
ALPHABET INC-A(GOOG)1,547,3991,580,457+33,058202,493220,7741.67%+18,281
NORTHERN TRUST CORPORATION(NTRS)01,277,855+1,277,8550107,8250.81%+107,825
DONNELLEY FINL SOLUTIONS INC(DFIN)458,493696,982+238,48925,80443,4710.33%+17,667
F5 INC(FFIV)301,594364,532+62,93848,59965,2440.49%+16,645
APPLIED INDUSTRIAL TECH INC(AIT)593,170625,452+32,28291,710108,0090.81%+16,299
INTERDIGITAL INC(IDCC)0638,354+638,354069,2870.52%+69,287
FACTSET RESH SYS INC(FDS)278,714287,730+9,016121,870137,2621.04%+15,391
UMB FINANCIAL CORP(UMBF)0688,687+688,687057,5400.43%+57,540
CORVEL CORP(CRVL)278,027280,702+2,67554,67469,3920.52%+14,718
STRYKER CORP(SYK)0443,458+443,4580132,7981.00%+132,798
LINCOLN ELECTRIC HOLDINGS(LECO)0361,637+361,637078,6420.59%+78,642
EAST WEST BANCORP INC(EWBC)727,535729,500+1,96538,34852,4880.40%+14,139
NIKE INC -CL B(NKE)0977,413+977,4130106,1180.80%+106,118
INDEPENDENT BANK CORP/MA424,218518,119+93,90120,82534,0970.26%+13,273
STAG INDUSTRIAL INC(STAG)02,539,129+2,539,129099,6860.75%+99,686
ADOBE INC(ADBE)130,476133,086+2,61066,53079,3990.60%+12,869
SMITH (A.O.) CORP(AOS)0714,691+714,691058,9190.44%+58,919
COHEN & STEERS INC(CNS)926,360931,810+5,45058,07470,5660.53%+12,492
AMERICAN EXPRESS CO(AXP)0237,959+237,959044,5790.34%+44,579
MINERALS TECHNOLOGIES INC(MTX)640,920644,055+3,13535,09745,9280.35%+10,831
CUBESMART(CUBE)0859,277+859,277039,8270.30%+39,827
CHUBB LTD
COM
484,930492,870+7,940100,953111,3890.84%+10,436
EVERCORE PARTNERS INC-CL A(EVR)300,048302,236+2,18841,37151,6970.39%+10,327
CBOE HOLDINGS INC(CBOE)389,855398,243+8,38860,89971,1100.54%+10,211
CORCEPT THERAPEUTICS INC(CORT)1,827,0471,846,924+19,87749,77859,9880.45%+10,210
DEERE & CO(DE)0231,969+231,969092,7570.70%+92,757
ALPHABET INC-CL C(GOOG)1,328,8641,312,111-16,753175,211184,9161.40%+9,705
WATTS WATER TECHNOLOGIES-A(WTS)0264,438+264,438055,0930.42%+55,093
CATHAY GENRAL BANCORP(CATY)967,152970,537+3,38533,61843,2570.33%+9,639
DOLLAR GENERAL CORP(DG)0341,042+341,042046,3650.35%+46,365
RPM INTERNATIONAL INC(RPM)474,836488,696+13,86045,01954,5530.41%+9,534
TE CONNECTIVITY LTD(TEL)0384,804+384,804054,0650.41%+54,065
CHARLES RIVER LABORATORIES INT(CRL)0197,359+197,359046,6560.35%+46,656
LAMAR ADVERTISING CO-A(LAMR)0392,374+392,374041,7020.31%+41,702
COMMERCE BANCSHARES INC(CBSH)1,025,8631,094,108+68,24549,22158,4360.44%+9,215
ISHARES DJ RUSSELL 2000 TR ETF049,988+49,988010,0330.08%+10,033
WW GRAINGER INC(GWW)074,281+74,281061,5560.46%+61,556
HUBBELL INC(HUBB)0356,216+356,2160117,1700.88%+117,170
SNAP ON INC(SNA)0199,229+199,229057,5450.43%+57,545
SERVICE CORP INTERNATIONAL(SCI)0673,914+673,914046,1290.35%+46,129
LITTELFUSE INC(LFUS)0216,426+216,426057,9070.44%+57,907
SPROUTS FARMERS MARKET INC(SFM)1,459,7761,477,341+17,56562,47871,0750.54%+8,596
ACUITY BRANDS INC(AYI)219,595224,289+4,69437,39945,9410.35%+8,542
FORTINET INC(FTNT)0143,599+143,59908,4050.06%+8,405
CALLON PETROLEUM CO714,2421,101,367+387,12527,94135,6840.27%+7,743
AGILENT TECHNOLOGIES, INC.(A)0404,315+404,315056,2120.42%+56,212
METTLER-TOLEDO INTERNATIONAL(MTD)035,015+35,015042,4720.32%+42,472
COMFORT SYSTEMS USA INC(FIX)200,692202,526+1,83434,20041,6540.31%+7,454
LOWES COS INC(LOW)386,000393,467+7,46780,22687,5660.66%+7,340
EXPEDITORS INTL WASH INC(EXPD)0452,233+452,233057,5240.43%+57,524
UNITED HEALTH GROUP INC(UNH)304,389304,879+490153,470160,5101.21%+7,040
LAKELAND FINANCIAL CORP(LKFN)0339,586+339,586022,1270.17%+22,127
CARTER INC(CRI)01,135,092+1,135,092085,0070.64%+85,007
TERADYNE INC(TER)060,995+60,99506,6190.05%+6,619
QUALYS INC(QLYS)794,790651,337-143,453121,245127,8440.96%+6,599
1ST SOURCE CORP(SRCE)417,096439,272+22,17617,55624,1380.18%+6,582
MERCK & CO INC NEW(MRK)0768,151+768,151083,7440.63%+83,744
PLEXUS CORP(PLXS)397,882402,382+4,50036,99543,5100.33%+6,514
US BANCORP(USB)0780,747+780,747033,7910.25%+33,791
NETAPP INC(NTAP)0497,737+497,737043,8800.33%+43,880
ILLINOIS TOOL WORKS(ITW)0210,138+210,138055,0440.42%+55,044
AVERY DENNISON CORP0271,198+271,198054,8250.41%+54,825
EVERSOURCE ENERGY(ES)01,074,765+1,074,765066,3340.50%+66,334
SEI INVESTMENTS COMPANY(SEIC)1,290,3441,314,965+24,62177,71783,5660.63%+5,849
OMNICOM GROUP(OMC)0468,841+468,841040,5590.31%+40,559
SHUTTERSTOCK INC0584,234+584,234028,2070.21%+28,207
ZEBRA TECHNOLOGIES CORP CL A(ZBRA)0153,796+153,796042,0370.32%+42,037
INTERPUBLIC GROUP OF COS INC01,157,358+1,157,358037,7760.28%+37,776
ANALOG DEVICES INC(ADI)0382,140+382,140075,8780.57%+75,878
INSPERITY INC(NSP)0237,067+237,067027,7890.21%+27,789
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