Fund HoldingsBoston Trust Walden Corp

Total Portfolio Value
$14.25B
Total Bought
$886.53M
Total Sold
$1.01B
Net Transaction
-$122.49M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SYSCO CORP(SYY)0804,345+804,345061,5000.43%+61,500
SIMPLY GOOD FOODS CO(SMPL)2,308,6113,031,574+722,96380,270118,1710.83%+37,900
STERIS PLC(STE)0224,741+224,741046,1980.32%+46,198
GRAPHIC PACKAGING HLDG CO(GPK)01,256,679+1,256,679034,1310.24%+34,131
CULLEN/FROST BANKERS INC(CFR)958,0381,052,290+94,252107,166141,2700.99%+34,104
ALPHABET INC-A(GOOG)01,388,156+1,388,1560262,7781.84%+262,778
QUALYS INC(QLYS)926,0931,049,623+123,530118,966147,1781.03%+28,212
BLACKROCK, INC.(BLK)027,102+27,102027,7830.19%+27,783
JPMORGAN CHASE & CO(JPM)1,041,0031,027,602-13,401219,506246,3261.73%+26,821
UFP TECHNOLOGIES INC(UFPT)0107,950+107,950026,3950.19%+26,395
ORACLE CORP(ORCL)400,487564,030+163,54368,24393,9900.66%+25,747
BLOCK H & R INC0483,572+483,572025,5520.18%+25,552
VISA INC(V)681,238669,916-11,322187,306211,7201.49%+24,414
PRESTIGE CONSMR HEALTHCARE INC(PBH)579,538831,627+252,08941,78564,9420.46%+23,157
AMAZON.COM INC(AMZN)0112,566+112,566024,6960.17%+24,696
SEI INVESTMENTS COMPANY(SEIC)1,286,3091,306,329+20,02089,000107,7460.76%+18,746
LULULEMON ATHLETICA INC(LULU)131,276141,267+9,99135,62254,0220.38%+18,400
COMMERCE BANCSHARES INC(CBSH)1,249,0281,468,854+219,82674,19291,5240.64%+17,332
CHECK POINT SOFTWARE TECH LTOR
ORD
383,895487,283+103,38874,01990,9760.64%+16,957
PAYCOM SOFTWARE INC(PAYC)348,100359,695+11,59557,98373,7270.52%+15,744
INTERNATIONAL BANCSHARES CRP(IBOC)01,412,533+1,412,533089,2160.63%+89,216
NORTHERN TRUST CORPORATION(NTRS)0928,854+928,854095,2080.67%+95,208
CHOICE HOTELS INTL INC(CHH)940,096949,586+9,490122,495134,8220.95%+12,328
SNAP ON INC(SNA)204,252210,537+6,28559,17471,4730.50%+12,300
WILLIAMS-SONOMA INC(WSM)0433,338+433,338080,2450.56%+80,245
BOOKING HLDGS INC(BKNG)10,54911,221+67244,43455,7510.39%+11,317
EDWARDS LIFESCIENCES CORP0282,372+282,372020,9040.15%+20,904
ALPHABET INC-CL C(GOOG)01,167,054+1,167,0540222,2541.56%+222,254
AMPHASTAR PHARMACEUTICALS INC(AMPH)539,639978,920+439,28126,18936,3470.26%+10,159
CISCO SYSTEMS INC(CSCO)1,758,2981,752,000-6,29893,577103,7180.73%+10,142
NVIDIA CORP(NVDA)525,822545,932+20,11063,85673,3130.51%+9,457
ISHARES DJ RUSSELL 2000 TR ETF048,440+48,440010,7030.08%+10,703
APPLE INC(AAPL)1,955,4021,856,306-99,096455,609464,8563.26%+9,247
BJ'S WHOLESALE CLUB HOLDINGS(BJ)0990,094+990,094088,4650.62%+88,465
FACTSET RESH SYS INC(FDS)296,329301,614+5,285136,267144,8591.02%+8,592
CINCINNATI FINANCIAL CORP(CINF)777,588795,780+18,192105,845114,3540.80%+8,508
MATADOR RESOURCES CO(MTDR)1,047,9111,069,360+21,44951,78860,1620.42%+8,374
LANCASTER COLONY CORP(MZTI)0305,264+305,264052,8530.37%+52,853
SELECTIVE INS GROUP INC(SIGI)01,055,321+1,055,321098,6940.69%+98,694
VEEVA SYSTEMS INC-CLASS A(VEEV)037,880+37,88007,9640.06%+7,964
F5 INC(FFIV)0194,820+194,820048,9910.34%+48,991
EXLSERVICE HOLDINGS INC(EXLS)3,345,8063,036,316-309,490127,642134,7520.95%+7,109
CSG SYSTEMS INTL INC977,2681,065,484+88,21647,54454,4570.38%+6,913
AUTOMATIC DATA PROCESSING525,612520,172-5,440145,453152,2701.07%+6,817
ATKORE INC0272,939+272,939022,7770.16%+22,777
PLEXUS CORP(PLXS)391,238384,284-6,95453,48660,1330.42%+6,647
HAEMONETICS CORP/MASS(HAE)809,608915,722+106,11465,07671,5000.50%+6,423
AMERICAN FINANCIAL GROUP INC427,299462,399+35,10057,51463,3160.44%+5,802
EAST WEST BANCORP INC(EWBC)0463,087+463,087044,3450.31%+44,345
META PLATFORMS INC(META)56,21664,040+7,82432,18037,4960.26%+5,316
AMERICAN EXPRESS CO(AXP)220,639218,681-1,95859,83764,9020.46%+5,065
LANDSTAR SYSTEM INC(LSTR)0277,520+277,520047,6950.33%+47,695
AXCELIS TECHNOLOGIES INC506,427820,116+313,68953,09957,3020.40%+4,203
CAVCO INDUSTRIES INC(CVCO)193,281193,895+61482,77186,5220.61%+3,751
IDACORP INC(IDA)563,332564,184+85258,07461,6540.43%+3,580
MAGNOLIA OIL & GAS CORP(MGY)03,090,587+3,090,587072,2580.51%+72,258
AUTOZONE INC(AZO)29,09129,560+46991,63894,6510.66%+3,013
RPM INTERNATIONAL INC(RPM)493,999509,601+15,60259,77462,7120.44%+2,938
HALOZYME THERAPEUTICS INC(HALO)682,616874,081+191,46539,07341,7900.29%+2,717
SERVICE CORP INTERNATIONAL(SCI)0612,944+612,944048,9250.34%+48,925
CATHAY GENRAL BANCORP(CATY)0677,093+677,093032,2360.23%+32,236
QUEST DIAGNOSTICS INC(DGX)072,930+72,930011,0020.08%+11,002
GENUINE PARTS CO(GPC)282,602359,823+77,22139,47442,0130.29%+2,539
DOLBY LABORATORIES INC-CL A(DLB)1,075,0761,084,700+9,62482,27684,7150.59%+2,440
TEXAS ROADHOUSE INC(TXRH)0222,519+222,519040,1490.28%+40,149
INDEPENDENT BANK CORP/MA619,313606,743-12,57036,62038,9470.27%+2,327
VANGUARD MID-CAP ETF016,475+16,47504,3520.03%+4,352
BAKER HUGHES COMPANY CL A(BKR)0435,965+435,965017,8830.13%+17,883
MSC INDUSTRIAL DIRECT CO-A(MSM)0618,103+618,103046,1660.32%+46,166
VANGUARD S&P 500 ETF023,932+23,932012,8950.09%+12,895
ATMOS ENERGY CORP(ATO)356,721369,532+12,81149,48151,4650.36%+1,984
CLOROX COMPANY(CLX)273,908284,821+10,91344,62246,2580.32%+1,635
UMB FINANCIAL CORP(UMBF)0267,950+267,950030,2410.21%+30,241
ESSENTIAL UTILS INC(WTRG)1,962,6922,126,907+164,21575,70177,2490.54%+1,548
HANOVER INSURANCE GROUP INC(THG)356,693351,597-5,09652,83054,3780.38%+1,548
MEDPACE HOLDINGS INC(MEDP)0134,575+134,575044,7100.31%+44,710
BROADCOM LTD(AVGO)024,305+24,30505,6350.04%+5,635
VALMONT INDUSTRIES(VMI)0120,858+120,858037,0640.26%+37,064
VANGUARD EXTENDED MARKET ETF07,205+7,20501,3690.01%+1,369
HELMERICH & PAYNE INC(HP)01,323,619+1,323,619042,3820.30%+42,382
COLUMBIA SPORTSWEAR CO(COLM)01,284,140+1,284,1400107,7780.76%+107,778
DEERE & CO(DE)250,112249,221-891104,379105,5950.74%+1,216
JACK HENRY & ASSOCIATES INC(JKHY)0219,547+219,547038,4870.27%+38,487
ULTA SALON COSMETIC & FRAGRANC(ULTA)025,073+25,073010,9050.08%+10,905
PAYCHEX INC(PAYX)0165,758+165,758023,2430.16%+23,243
U.S. PHYSICAL THERAPY INC(USPH)0518,675+518,675046,0120.32%+46,012
EMERSON ELECTRIC CO(EMR)062,558+62,55807,7530.05%+7,753
NETFLIX INC(NFLX)0912+91208130.01%+813
CORVEL CORP(CRVL)232,515690,053+457,53876,00776,7750.54%+768
ISHARES CORE S&P SMALLCAP ETF08,627+8,62709940.01%+994
IDEX CORP COM(IEX)0232,014+232,014048,5580.34%+48,558
AMETEK INC NEW068,265+68,265012,3050.09%+12,305
PNC FINANCIAL SERVICES GROUP(PNC)087,222+87,222016,8210.12%+16,821
QUALCOMM INC(QCOM)0289,531+289,531044,4780.31%+44,478
M & T BANK CORP(MTB)048,833+48,83309,1810.06%+9,181
TESLA MOTORS INC(TSLA)03,448+3,44801,3920.01%+1,392
ROCKWELL AUTOMATION INC.(ROK)028,111+28,11108,0340.06%+8,034
CME GROUP INC.(CME)016,569+16,56903,8480.03%+3,848
BROADRIDGE FINANCIAL SOLUTIO(BR)033,425+33,42507,5570.05%+7,557
AMDOCS LTD ORD(DOX)620,709641,863+21,15454,30054,6480.38%+349
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