Boston Trust Walden Corp

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
400
Total value ($000)
$13,249,830
Net value change ($000)
-380,222 (-2.8%)
New positions
11
Sold out positions
19
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 10/17/2025 Next filing: 4/24/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GMED 51,548 75.9%
DT 49,986 NEW
ATMU 44,304 NEW
GOOGL 38,521 15.0%
GOOGL 31,439 13.9%
CVLT 30,830 NEW
CWST 30,524 NEW
BMI 29,609 50.2%
IWM 27,923 1210.4%
SFM 24,242 55.9%
Top Reduces (Value $000, Stocks/ETFs)
JNJ -101,951 -76.9%
MGY -70,717 -75.1%
JPM -67,625 -26.0%
ORCL -64,960 -45.6%
DE -63,899 -84.4%
MSFT -62,212 -11.4%
BJ -52,460 -60.8%
ZBRA -51,517 -100.0%
MKC -45,773 -61.6%
CNS -35,055 -58.5%
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