Boston Trust Walden Corp

CIK 0001534866 · Q2 2026

13F Equity AUM

$13.1B

+8.0% QoQ

Positions

396

+8 QoQ

AUM Rank

#437

Top 5%

Skill Alpha (FF)

-0.3%/yr^ns

No Clear Edge

Rank #3,254 · Top 39%

vs S&P -2.2%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 12.1%Top 10: 18.9%Top 20: 29.5%

AAPL3.2%

MSFT2.7%

GOOGL2.2%

GOOG2.0%

NVDA1.9%

JPM1.8%

AMAT1.3%

DCI1.3%

HUBB1.3%

ATR1.2%

Others (386)81.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology23.2%

Industrials18.2%

Financial Services16.5%

Healthcare14.0%

Consumer Cyclical7.7%

Communication Services5.5%

Consumer Defensive4.6%

Utilities3.3%

Other7.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 396Median: 0.09%Avg: 0.25%

0–0.5%

329(39.4%)

0.5–1%

49(33.0%)

1–3%

17(24.4%)

3–5%

1(3.2%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 396vs 20 funds

0%Low

396

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New18Increased88Decreased218Exited10

New Positions

LII0.3%

+75K

BCPC0.3%

+191K

WST0.2%

+81K

NXPI0.1%

+56K

HONEYWELL INTERNATIO…0.0%

+7K

HONEYWELL AEROSPACE …0.0%

+7K

TTWO0.0%

+1K

VPL0.0%

+2K

ANET0.0%

+1K

CNR0.0%

+2K

Increased

VLTO0.5%

+474K(+156%)

HALO0.7%

+403K(+59%)

KLAC0.8%

+331K(+853%)

GMED0.9%

+318K(+25%)

PWI0.6%

+305K(+53%)

PIPER SANDLER COMPAN…0.2%

+271K(+164%)

ATEN0.7%

+244K(+11%)

IBOC0.8%

+219K(+20%)

BKNG0.3%

+214K(+2291%)

BALL0.4%

+211K(+32%)

Decreased

SMPL0.2%

-1,847,699(-51%)

MCX0.1%

-909,811(-86%)

COO0.2%

-862,860(-74%)

MGY0.5%

-843,146(-26%)

DOX0.0%

-587,930(-92%)

AOS0.3%

-462,931(-44%)

ON0.5%

-415,526(-40%)

EXLS0.1%

-410,408(-45%)

CMCSA0.0%

-334,862(-77%)

CHKP0.0%

-282,207(-97%)

Exited

-606,423

-1,720,324

-944,789

-88,335

-14,315

-3,548

-2,750

-2,820

-1,978

-4,035

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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