Boston Trust Walden Corp

Q2 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2025
Date filed
7/28/2025
Form type
13F-HR
Num holdings
374
Total value ($000)
$14,020,197
Net value change ($000)
+332,921 (2.4%)
New positions
12
Sold out positions
10
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 4/21/2025 Next filing: 10/17/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 121,552 27.4%
NVDA 67,983 80.4%
HUBB 50,970 51.2%
ORCL 44,090 53.6%
AXP 34,238 56.6%
AYI 33,086 62.0%
QLYS 30,364 23.0%
JPM 28,383 11.4%
NTRS 26,201 30.8%
AMAT 25,173 30.7%
Top Reduces (Value $000, Stocks/ETFs)
UNH -90,649 -58.8%
AAPL -40,689 -10.2%
BDX -37,549 -47.5%
V -31,446 -13.9%
CHE -31,102 -20.5%
THG -30,730 -51.2%
CVCO -28,774 -28.9%
AZO -26,508 -25.1%
TTC -26,234 -46.3%
JNJ -26,142 -14.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type