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Portfolio (Quarterly) Guide ↗

Boston Trust Walden Corp

· CIK 0001534866
13F Portfolio $12.2B AUM 613 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 73 Added 216 Reduced 12 Exited
Page 11 of 20  ·  388 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SLB SLB LIMITED Energy 251,084.0 $12.9M 0.11% -5K -2.0% $51.39 +10.0%
202 PIPR PIPER SANDLER COMPANIES Financial Services 165,609.0 $12.7M 0.10% NEW $76.55 +0.5%
203 CMCSA COMCAST CORP NEW CL A Communication Services 433,139.0 $12.4M 0.10% -494K -53.3% $28.71 -17.2%
204 ORLY O REILLY AUTOMOTIVE INC NEW Consumer Cyclical 122,731.0 $11.3M 0.09% $92.31 -3.6%
205 HD HOME DEPOT, INC. Consumer Cyclical 33,776.0 $11.1M 0.09% -206.0 -0.6% $328.89 -5.8%
206 MSCI MSCI INC Financial Services 20,301.0 $10.9M 0.09% -879.0 -4.2% $539.01 +11.9%
207 TER TERADYNE INC Technology 35,741.0 $10.6M 0.09% -416K -92.1% $296.46 +26.4%
208 TROW T ROWE PRICE GROUP INC Financial Services 114,850.0 $10.4M 0.09% -6K -5.2% $90.14 +17.0%
209 AWK AMERICAN WATER WORKS CO INC Utilities 72,104.0 $9.8M 0.08% -692.0 -0.9% $136.09 -10.0%
210 VRSK VERISK ANALYTICS INC-CLASS A Industrials 51,214.0 $9.7M 0.08% +7K +15.9% $189.75 -5.7%
211 CNM CORE & MAIN INC Industrials 193,193.0 $9.5M 0.08% -2K -1.2% $49.40 +5.6%
212 AME AMETEK INC NEW Industrials 42,000.0 $9.0M 0.07% -2K -5.4% $214.36 +5.4%
213 PKG PACKAGING CORP OF AMERICA Consumer Cyclical 41,883.0 $8.9M 0.07% +7K +19.0% $212.22 +3.4%
214 USB US BANCORP Financial Services 163,206.0 $8.5M 0.07% +67K +69.9% $52.01 +6.4%
215 DHR DANAHER CORP Healthcare 43,495.0 $8.2M 0.07% -351.0 -0.8% $189.60 -3.2%
216 AVGO BROADCOM LTD Technology 24,613.0 $7.6M 0.06% -420.0 -1.7% $309.51 +28.1%
217 EMR EMERSON ELECTRIC CO Industrials 57,514.0 $7.5M 0.06% -3K -5.1% $131.02 +6.1%
218 VTI VANGUARD TOTAL STOCK MARKET IN 23,413.0 $7.5M 0.06% +160.0 +0.7% $320.81 +13.6%
219 AVB AVALONBAY COMMUNITIES INC Real Estate 45,781.0 $7.5M 0.06% -2K -3.4% $163.35 +14.9%
220 ABT ABBOTT LABS COM Healthcare 70,256.0 $7.2M 0.06% +23K +48.0% $102.67 -11.9%
Page 11 of 20  ·  388 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.1%
Industrials 18.3%
Financial Services 14.6%
Healthcare 12.7%
Consumer Cyclical 7.9%
Consumer Defensive 6.1%
Communication Services 5.7%
Energy 4.2%
Utilities 4.0%
Real Estate 3.0%