1y return+13.3%S&P 500 +20.9%
3y return+32.0%S&P 500 +68.5%
5y return+35.4%S&P 500 +74.5%
10y return+172.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $272 against $357 in the S&P 500.2
Boston Trust Walden CorpS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $420.3M | 3.2% | −2.5% |
| MSFTMicrosoft Corp | $358.6M | 2.7% | |
| GOOGLAlphabet Inc-a | $290.3M | 2.2% | −5.4% |
| GOOGAlphabet Inc-cl C | $262.2M | 2.0% | −4.0% |
| NVDANvidia Corp | $252.7M | 1.9% | +14.5% |
| JPMJpmorgan Chase & Co | $237.8M | 1.8% | −1.8% |
| AMATApplied Materials, Inc. | $167.1M | 1.3% | −18.8% |
| DCIDonaldson Co Inc | $165.8M | 1.3% | −2.8% |
| HUBBHubbell Inc | $165.5M | 1.3% | −3.6% |
| ATRAptargroup Inc | $163.2M | 1.2% | −3.4% |
| VVisa Inc | $160.1M | 1.2% | −2.0% |
| JNJJohnson & Johnson | $147.5M | 1.1% | −2.2% |
| AITApplied Industrial Tech Inc | $144.5M | 1.1% | −2.8% |
| WTSWatts Water Technologies-a | $144.4M | 1.1% | −2.7% |
| CINFCincinnati Financial Corp | $136.5M | 1.0% | −2.5% |
| LFUSLittelfuse Inc | $135.8M | 1.0% | +2.4% |
| QLYSQualys Inc | $135.4M | 1.0% | −2.5% |
| CSCOCisco Systems Inc | $134.8M | 1.0% | −9.7% |
| GMEDGlobus Medical Inc-a | $124.3M | 0.9% | +25.4% |
| CBSHCommerce Bancshares Inc | $122.1M | 0.9% | +9.3% |
| CFRCullen/frost Bankers Inc | $113.2M | 0.9% | −24.3% |
| KLACKla-tencor Corporation | $111.7M | 0.9% | +853.3% |
| BMIBadger Meter Inc | $108.2M | 0.8% | +37.5% |
| MTDMettler-toledo International | $107.8M | 0.8% | +102.4% |
| Jazz Pharmaceuticals PLCCUSIP G50871105 | $106.8M | 0.8% | −9.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | March 31, 2023 | +620.3% | $252.7M |
| AITApplied Industrial Tech Inc | June 30, 2020 | +442.0% | $144.5M |
| GOOGLAlphabet Inc-a | June 30, 2020 | +404.0% | $290.3M |
| GOOGAlphabet Inc-cl C | June 30, 2020 | +399.9% | $262.2M |
| WTSWatts Water Technologies-a | June 30, 2020 | +383.3% | $144.4M |
| AMATApplied Materials, Inc. | December 31, 2021 | +359.5% | $167.1M |
| HUBBHubbell Inc | June 30, 2020 | +317.4% | $165.5M |
| DEDeere & Co | June 30, 2020 | +303.7% | $94.2M |
| NTAPNetapp Inc | June 30, 2020 | +248.8% | $95.2M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $237.8M |
Sold off last quarter
- Exxon Mobil CorporationCUSIP 30231G102 was $102.9M
- PRGSProgress Software Corp was $44.1M
- AMPHAmphastar Pharmaceuticals Inc was $18.5M
- LULULululemon Athletica Inc was $13.5M
- Honeywell International Inc.CUSIP 438516106 was $3.2M
- VXFVanguard Extended Market Etf was $730K
- VGKVanguard Ftse Europe Etf was $227K
- Csg Systems Intl IncCUSIP 126349109 was $225K
- FISVFiserv, Inc. was $225K
- INGRIngredion Inc was $223K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.2% | +14.8% |
| March 31, 2026 | −2.8% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
| September 30, 2025 | +3.7% | +7.8% |
| June 30, 2025 | +2.4% | +10.5% |
| March 31, 2025 | −3.3% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +8.1% | +5.4% |
| June 30, 2024 | −2.3% | +4.0% |
| March 31, 2024 | +6.0% | +10.0% |
| December 31, 2023 | +9.9% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +3.4% | +8.3% |
| March 31, 2023 | +3.3% | +7.0% |
| December 31, 2022 | +10.8% | +7.1% |
| September 30, 2022 | −4.7% | −5.3% |
| June 30, 2022 | −12.9% | −16.5% |
| March 31, 2022 | −5.9% | −4.9% |
| December 31, 2021 | +10.2% | +10.7% |
| September 30, 2021 | +0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Boston Trust Walden Corp Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1534866&type=13F-HR&dateb=&owner=include&count=40CIK 1534866
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1534866/000153486626000005/Filed July 24, 2026 · accession 0001534866-26-000005