AI Portfolio Summary
In 2026 Q1, Boston Trust Walden Corp maintained a portfolio of 400 distinct positions. They heavily accumulated shares in LITTELFUSE INC, increasing their position by 14.6%. The fund also reduced its exposure to APPLIED MATERIALS, I by 29.1%.
Total Positions
400
Quarter
2026 Q1
Top Holding
AAPL (3.1%)
Top 10 Concentration
18.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 400
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 3.11% | 3.18% |
#1
1
Prev: #2
|
3.7 | -60,666 | -3.9% |
P
S
|
1,490,524 | $378,280,086 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.95% | 3.65% |
#2
1
Prev: #1
|
3.2 | -31,579 | -3.2% |
P
S
|
969,161 | $358,754,327 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GOOGL
ALPHABET INC-A
|
Communication Services | 2.03% | 2.23% |
#3
Prev: #3
|
2.3 | -84,944 | -9.0% |
P
S
|
859,244 | $247,084,205 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GOOG
ALPHABET INC-CL...
|
Communication Services | 1.82% | 1.95% |
#4
Prev: #4
|
1.7 | -49,779 | -6.0% |
P
S
|
773,188 | $221,796,709 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.79% | 1.90% |
#5
Prev: #5
|
1.7 | -42,537 | -5.4% |
P
S
|
739,677 | $217,583,387 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NVDA
NVIDIA CORP
|
Technology | 1.58% | 1.57% |
#6
1
Prev: #7
|
1.1 | -13,508 | -1.2% |
P
S
|
1,102,397 | $192,258,037 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
ATR
APTARGROUP INC
|
Healthcare | 1.40% | 1.30% |
#7
2
Prev: #9
|
1.1 | -65,230 | -4.6% |
P
S
|
1,349,489 | $170,062,604 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DCI
DONALDSON CO IN...
|
Industrials | 1.33% | 1.60% |
#8
2
Prev: #6
|
0.5 | -492,163 | -20.6% |
P
S
|
1,900,416 | $161,288,269 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
HUBB
HUBBELL INC
|
Industrials | 1.32% | 1.15% |
#9
1
Prev: #10
|
1.0 | -14,444 | -4.2% |
P
S
|
327,969 | $160,947,745 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.19% | 1.04% |
#10
2
Prev: #12
|
1.0 | -74,565 | -11.2% |
P
S
|
594,061 | $145,212,271 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
V
VISA INC
|
Financial Services | 1.18% | 1.31% |
#11
3
Prev: #8
|
1.0 | -17,417 | -3.5% |
P
S
|
476,259 | $143,944,520 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CFR
CULLEN/FROST BA...
|
Financial Services | 1.09% | 1.00% |
#12
1
Prev: #13
|
0.9 | -75,905 | -7.3% |
P
S
|
967,849 | $132,672,741 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CINF
CINCINNATI FINA...
|
Financial Services | 0.98% | 0.96% |
#13
1
Prev: #14
|
0.9 | -19,366 | -2.5% |
P
S
|
755,847 | $118,932,532 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AIT
APPLIED INDUSTR...
|
Industrials | 0.96% | 0.94% |
#14
1
Prev: #15
|
0.9 | -44,624 | -9.2% |
P
S
|
439,436 | $116,591,288 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.92% | 0.75% |
#15
12
Prev: #27
|
0.9 | -2,969 | -2.6% |
P
S
|
112,809 | $112,406,272 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
WTS
WATTS WATER TEC...
|
Industrials | 0.90% | 0.91% |
#16
Prev: #16
|
0.9 | -58,692 | -13.4% |
P
S
|
379,024 | $110,026,877 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GMED
GLOBUS MEDICAL ...
|
Healthcare | 0.89% | 0.90% |
#17
Prev: #17
|
0.9 | -113,077 | -8.3% |
P
S
|
1,254,910 | $108,123,045 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
ROST
ROSS STORES INC
|
Consumer Cyclical | 0.86% | 0.75% |
#18
10
Prev: #28
|
0.8 | -69,373 | -12.6% |
P
S
|
481,674 | $104,345,039 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.85% | 0.60% |
#19
33
Prev: #52
|
0.8 | -50,504 | -7.7% |
P
S
|
606,423 | $102,885,726 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MGY
MAGNOLIA OIL & ...
|
Energy | 0.84% | 0.69% |
#20
15
Prev: #35
|
0.3 | -940,179 | -22.6% |
P
S
|
3,227,906 | $101,904,992 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
WTRG
ESSENTIAL UTILS...
|
Utilities | 0.82% | 0.74% |
#21
9
Prev: #30
|
0.8 | -77,242 | -3.0% |
P
S
|
2,481,448 | $99,927,911 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CB
CHUBB LTD
|
Financial Services | 0.82% | 0.77% |
#22
2
Prev: #24
|
0.8 | -21,956 | -6.7% |
P
S
|
305,399 | $99,538,696 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
LFUS
LITTELFUSE INC
|
Technology | 0.81% | 0.49% |
#23
51
Prev: #74
|
2.3 | 37,126 | 14.6% |
P
S
|
291,393 | $98,884,215 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CSCO
CISCO SYSTEMS I...
|
Technology | 0.81% | 0.77% |
#24
1
Prev: #25
|
0.8 | -53,788 | -4.1% |
P
S
|
1,271,154 | $98,628,838 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AMAT
APPLIED MATERIA...
|
Technology | 0.80% | 0.78% |
#25
2
Prev: #23
|
0.3 | -116,624 | -29.1% |
P
S
|
284,603 | $97,274,460 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CHH
CHOICE HOTELS I...
|
Consumer Cyclical | 0.79% | 0.71% |
#26
6
Prev: #32
|
0.8 | -60,643 | -6.1% |
P
S
|
930,762 | $96,333,867 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CBSH
COMMERCE BANCSH...
|
Financial Services | 0.78% | 0.82% |
#27
7
Prev: #20
|
0.8 | -150,492 | -7.2% |
P
S
|
1,934,136 | $95,159,506 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
OGS
ONE GAS INC
|
Utilities | 0.77% | 0.64% |
#28
13
Prev: #41
|
0.8 | -17,473 | -1.6% |
P
S
|
1,086,259 | $93,559,487 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JAZZ
JAZZ PHARMACEUT...
|
Healthcare | 0.76% | 0.51% |
#29
38
Prev: #67
|
2.8 | 94,750 | 24.1% |
P
S
|
488,661 | $92,381,362 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SYK
STRYKER CORP
|
Healthcare | 0.76% | 0.75% |
#30
1
Prev: #29
|
0.8 | -1,797 | -0.6% |
P
S
|
280,004 | $92,006,515 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
STAG
STAG INDUSTRIAL...
|
Real Estate | 0.76% | 0.78% |
#31
9
Prev: #22
|
0.8 | -263,193 | -9.4% |
P
S
|
2,549,987 | $91,952,548 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
BJ
BJ'S WHOLESALE ...
|
Consumer Defensive | 0.74% | 0.63% |
#32
12
Prev: #44
|
0.8 | -11,897 | -1.3% |
P
S
|
912,392 | $89,797,620 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
QLYS
QUALYS INC
|
Technology | 0.73% | 1.11% |
#33
22
Prev: #11
|
0.8 | -93,512 | -8.5% |
P
S
|
1,010,376 | $88,761,531 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DE
DEERE & CO
|
Industrials | 0.72% | 0.57% |
#34
21
Prev: #55
|
0.8 | -7,448 | -4.6% |
P
S
|
155,376 | $87,523,300 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IEX
IDEX CORP COM
|
Industrials | 0.71% | 0.62% |
#35
11
Prev: #46
|
0.8 | -9,989 | -2.2% |
P
S
|
452,714 | $85,811,943 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.68% | 0.81% |
#36
15
Prev: #21
|
0.8 | -8,933 | -2.1% |
P
S
|
409,225 | $83,146,335 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
COO
COOPER COS INC/...
|
Healthcare | 0.68% | 0.77% |
#37
11
Prev: #26
|
0.8 | -77,917 | -6.3% |
P
S
|
1,159,562 | $82,908,683 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
ALLE
ALLEGION PLC
|
Industrials | 0.68% | 0.63% |
#38
5
Prev: #43
|
2.3 | 42,660 | 8.1% |
P
S
|
566,792 | $82,349,263 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SNA
SNAP ON INC
|
Industrials | 0.67% | 0.57% |
#39
17
Prev: #56
|
0.8 | 8,254 | 3.8% |
P
S
|
226,007 | $82,090,362 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JLL
JONES LANG LASA...
|
Real Estate | 0.67% | 0.70% |
#40
7
Prev: #33
|
0.8 | -7,740 | -2.8% |
P
S
|
268,483 | $81,704,746 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SEIC
SEI INVESTMENTS...
|
Financial Services | 0.67% | 0.67% |
#41
4
Prev: #37
|
0.8 | -45,059 | -4.2% |
P
S
|
1,039,731 | $81,587,687 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
BMI
BADGER METER IN...
|
Technology | 0.66% | 0.67% |
#42
3
Prev: #39
|
0.8 | 22,477 | 4.4% |
P
S
|
530,169 | $80,771,247 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.66% | 0.60% |
#43
8
Prev: #51
|
0.8 | -33,488 | -6.1% |
P
S
|
518,122 | $80,459,165 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NDSN
NORDSON CORPORA...
|
Industrials | 0.66% | 0.63% |
#44
2
Prev: #42
|
0.8 | -47,413 | -13.6% |
P
S
|
301,761 | $80,286,416 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
ACN
ACCENTURE PLC-C...
|
Technology | 0.65% | 0.85% |
#45
27
Prev: #18
|
0.8 | -19,742 | -4.7% |
P
S
|
401,133 | $79,540,662 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SFM
SPROUTS FARMERS...
|
Consumer Defensive | 0.65% | 0.51% |
#46
19
Prev: #65
|
2.8 | 176,859 | 20.8% |
P
S
|
1,025,355 | $79,085,631 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AM
ANTERO MIDSTREA...
|
Energy | 0.64% | 0.50% |
#47
23
Prev: #70
|
0.8 | -274,146 | -7.4% |
P
S
|
3,431,551 | $78,239,363 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CHE
CHEMED CORP
|
Healthcare | 0.64% | 0.71% |
#48
17
Prev: #31
|
0.8 | -16,044 | -7.3% |
P
S
|
205,197 | $77,511,225 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
LECO
LINCOLN ELECTRI...
|
Industrials | 0.63% | 0.55% |
#49
10
Prev: #59
|
0.8 | 2,115 | 0.7% |
P
S
|
305,870 | $76,186,039 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
UNP
UNION PACIFIC C...
|
Industrials | 0.62% | 0.56% |
#50
7
Prev: #57
|
0.7 | -12,354 | -3.8% |
P
S
|
309,931 | $75,195,459 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 |
Showing 1-50 of 400 holdings