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Portfolio (Quarterly) Guide ↗

Boston Trust Walden Corp

· CIK 0001534866
13F Portfolio $13.2B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 383 New
Page 4 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EXPD EXPEDITORS INTL WASH INC Industrials 481,443.0 $71.7M 0.54% NEW $149.01 +9.7%
62 NYT NEW YORK TIMES CO CL A Communication Services 997,480.0 $69.2M 0.52% NEW $69.42 +6.6%
63 JKHY JACK HENRY & ASSOCIATES INC Technology 373,361.0 $68.1M 0.51% NEW $182.48 -30.7%
64 SYY SYSCO CORP Consumer Defensive 918,173.0 $67.7M 0.51% NEW $73.69 +3.8%
65 SFM SPROUTS FARMERS MARKET INC Consumer Defensive 848,496.0 $67.6M 0.51% NEW $79.67 +8.8%
66 RPM RPM INTERNATIONAL INC Basic Materials 647,788.0 $67.4M 0.51% NEW $104.00 +0.6%
67 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 393,911.0 $67.0M 0.51% NEW $170.00 +36.5%
68 IDA IDACORP INC Utilities 527,359.0 $66.7M 0.50% NEW $126.56 +9.1%
69 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 3,305,134.0 $66.4M 0.50% NEW $20.08 -40.6%
70 AM ANTERO MIDSTREAM CORP Energy 3,705,697.0 $65.9M 0.50% NEW $17.79 +19.9%
71 TEL TE CONNECTIVITY LTD Technology 286,944.0 $65.3M 0.49% NEW $227.51 -9.6%
72 AMZN AMAZON.COM INC Consumer Cyclical 280,768.0 $64.8M 0.49% NEW $230.82 +6.2%
73 CHKP CHECK POINT SOFTWARE TECH LTOR Technology 348,698.0 $64.7M 0.49% NEW $185.56 -30.3%
74 LFUS LITTELFUSE INC Technology 254,267.0 $64.3M 0.48% NEW $252.92 +83.6%
75 AFG AMERICAN FINANCIAL GROUP INC Financial Services 469,645.0 $64.2M 0.48% NEW $136.68 -4.1%
76 KLAC KLA-TENCOR CORPORATION Technology 51,510.0 $62.6M 0.47% NEW $1215.08 +73.5%
77 META META PLATFORMS INC Communication Services 93,922.0 $62.0M 0.47% NEW $660.09 -11.3%
78 SLGN SILGAN HOLDINGS INC Consumer Cyclical 1,533,779.0 $61.9M 0.47% NEW $40.37 -9.2%
79 BLD TOPBUILD CORP Industrials 147,699.0 $61.6M 0.47% NEW $417.19 -4.4%
80 CRL CHARLES RIVER LABORATORIES INT Healthcare 304,877.0 $60.8M 0.46% NEW $199.48 -6.5%
Page 4 of 20  ·  383 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 25.0%
Industrials 17.3%
Financial Services 14.8%
Healthcare 12.4%
Consumer Cyclical 7.9%
Communication Services 5.8%
Consumer Defensive 5.7%
Utilities 3.6%
Energy 3.2%
Real Estate 3.1%