Boston Trust Walden Corp

$12.2B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1534866 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $12.2B
ALL retained default holdings for this (filer, period), including NULL-value ones: 613
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 17
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 12

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:13215` · issuer key `iss:144` COMMON STOCK	TRIM	−$43.4M	−60,666	$422M	$378M	1,551,190	1,490,524
position key `pos:11825` · issuer key `iss:1225` COMMON STOCK	TRIM	−$125M	−31,579	$484M	$359M	1,000,740	969,161
position key `pos:15142` · issuer key `iss:89` COMMON STOCK	TRIM	−$48.4M	−84,944	$296M	$247M	944,188	859,244
position key `pos:17821` · issuer key `iss:89` COMMON STOCK	TRIM	−$36.5M	−49,779	$258M	$222M	822,967	773,188
position key `pos:18039` · issuer key `iss:1025` COMMON STOCK	TRIM	−$34.5M	−42,537	$252M	$218M	782,214	739,677
position key `pos:15642` · issuer key `iss:1334` COMMON STOCK	TRIM	−$15.9M	−13,508	$208M	$192M	1,115,905	1,102,397
position key `pos:17471` · issuer key `iss:152` COMMON STOCK	TRIM	−$2.5M	−65,230	$173M	$170M	1,414,719	1,349,489
position key `pos:13985` · issuer key `iss:597` COMMON STOCK	TRIM	−$50.8M	−492,163	$212M	$161M	2,392,579	1,900,416
position key `pos:13049` · issuer key `iss:926` COMMON STOCK	TRIM	+$8.9M	−14,444	$152M	$161M	342,413	327,969
position key `pos:13599` · issuer key `iss:1035` COMMON STOCK	TRIM	+$6.8M	−74,565	$138M	$145M	668,626	594,061
position key `pos:12848` · issuer key `iss:1921` COMMON STOCK	TRIM	−$29.2M	−17,417	$173M	$144M	493,676	476,259
position key `pos:17901` · issuer key `iss:543` COMMON STOCK	TRIM	+$502K	−75,905	$132M	$133M	1,043,754	967,849
position key `pos:15813` · issuer key `iss:449` COMMON STOCK	TRIM	−$7.7M	−19,366	$127M	$119M	775,213	755,847
position key `pos:17411` · issuer key `iss:148` COMMON STOCK	TRIM	−$7.7M	−44,624	$124M	$117M	484,060	439,436
position key `pos:12030` · issuer key `iss:525` COMMON STOCK	TRIM	+$12.6M	−2,969	$99.8M	$112M	115,778	112,809
position key `pos:18249` · issuer key `iss:1949` COMMON STOCK	TRIM	−$10.8M	−58,692	$121M	$110M	437,716	379,024
position key `pos:17000` · issuer key `iss:829` COMMON STOCK	TRIM	−$11.3M	−113,077	$119M	$108M	1,367,987	1,254,910
position key `pos:10663` · issuer key `iss:1575` COMMON STOCK	TRIM	+$5.1M	−69,373	$99.3M	$104M	551,047	481,674
position key `pos:14552` · issuer key `iss:711` COMMON STOCK	TRIM	+$23.8M	−50,504	$79.1M	$103M	656,927	606,423
position key `pos:17062` · issuer key `iss:1174` COMMON STOCK	TRIM	+$10.7M	−940,179	$91.2M	$102M	4,168,085	3,227,906
position key `pos:12666` · issuer key `iss:688` COMMON STOCK	TRIM	+$1.8M	−77,242	$98.2M	$99.9M	2,558,690	2,481,448
position key `pos:11267` · issuer key `iss:2257` COMMON STOCK	TRIM	−$2.6M	−21,956	$102M	$99.5M	327,355	305,399
position key `pos:11388` · issuer key `iss:1133` COMMON STOCK	ADD	+$34.6M	+37,126	$64.3M	$98.9M	254,267	291,393
position key `pos:11944` · issuer key `iss:454` COMMON STOCK	TRIM	−$3.4M	−53,788	$102M	$98.6M	1,324,942	1,271,154
position key `pos:14157` · issuer key `iss:149` COMMON STOCK	TRIM	−$5.8M	−116,624	$103M	$97.3M	401,227	284,603
position key `pos:12676` · issuer key `iss:445` COMMON STOCK	TRIM	+$1.9M	−60,643	$94.4M	$96.3M	991,405	930,762
position key `pos:15915` · issuer key `iss:490` COMMON STOCK	TRIM	−$13.9M	−150,492	$109M	$95.2M	2,084,628	1,934,136
position key `pos:11708` · issuer key `iss:1361` COMMON STOCK	TRIM	+$8.3M	−17,473	$85.3M	$93.6M	1,103,732	1,086,259
position key `pos:14655` · issuer key `iss:2143` COMMON STOCK	ADD	+$25.4M	+94,750	$67.0M	$92.4M	393,911	488,661
position key `pos:15220` · issuer key `iss:1725` COMMON STOCK	TRIM	−$7.0M	−1,797	$99.0M	$92.0M	281,801	280,004
position key `pos:12250` · issuer key `iss:1708` COMMON STOCK	TRIM	−$11.5M	−263,193	$103M	$92.0M	2,813,180	2,549,987
position key `pos:16686` · issuer key `iss:213` COMMON STOCK	TRIM	+$6.6M	−11,897	$83.2M	$89.8M	924,289	912,392
position key `pos:16589` · issuer key `iss:1510` COMMON STOCK	TRIM	−$57.9M	−93,512	$147M	$88.8M	1,103,888	1,010,376
position key `pos:13471` · issuer key `iss:562` COMMON STOCK	TRIM	+$11.7M	−7,448	$75.8M	$87.5M	162,824	155,376
position key `pos:13458` · issuer key `iss:952` COMMON STOCK	TRIM	+$3.5M	−9,989	$82.3M	$85.8M	462,703	452,714
position key `pos:10793` · issuer key `iss:195` COMMON STOCK	TRIM	−$24.4M	−8,933	$108M	$83.1M	418,158	409,225
position key `pos:17009` · issuer key `iss:510` COMMON STOCK	TRIM	−$18.5M	−77,917	$101M	$82.9M	1,237,479	1,159,562
position key `pos:10520` · issuer key `iss:2024` COMMON STOCK	ADD	−$1.1M	+42,660	$83.5M	$82.3M	524,132	566,792
position key `pos:16114` · issuer key `iss:1682` COMMON STOCK	ADD	+$7.1M	+8,254	$75.0M	$82.1M	217,753	226,007
position key `pos:17869` · issuer key `iss:1036` COMMON STOCK	TRIM	−$11.2M	−7,740	$92.9M	$81.7M	276,223	268,483
position key `pos:17903` · issuer key `iss:1592` COMMON STOCK	TRIM	−$7.4M	−45,059	$89.0M	$81.6M	1,084,790	1,039,731
position key `pos:12767` · issuer key `iss:220` COMMON STOCK	ADD	−$7.8M	+22,477	$88.5M	$80.8M	507,692	530,169
position key `pos:13833` · issuer key `iss:1435` COMMON STOCK	TRIM	+$1.3M	−33,488	$79.2M	$80.5M	551,610	518,122
position key `pos:11347` · issuer key `iss:1318` COMMON STOCK	TRIM	−$3.7M	−47,413	$84.0M	$80.3M	349,174	301,761
position key `pos:17429` · issuer key `iss:2052` COMMON STOCK	TRIM	−$33.4M	−19,742	$113M	$79.5M	420,875	401,133
position key `pos:16845` · issuer key `iss:1705` COMMON STOCK	ADD	+$11.5M	+176,859	$67.6M	$79.1M	848,496	1,025,355
position key `pos:17264` · issuer key `iss:136` COMMON STOCK	TRIM	+$12.3M	−274,146	$65.9M	$78.2M	3,705,697	3,431,551
position key `pos:16711` · issuer key `iss:435` COMMON STOCK	TRIM	−$17.1M	−16,044	$94.7M	$77.5M	221,241	205,197
position key `pos:12577` · issuer key `iss:1126` COMMON STOCK	ADD	+$3.4M	+2,115	$72.8M	$76.2M	303,755	305,870
position key `pos:14191` · issuer key `iss:1855` COMMON STOCK	TRIM	+$644K	−12,354	$74.6M	$75.2M	322,285	309,931
position key `pos:15854` · issuer key `iss:989` COMMON STOCK	TRIM	−$6.0M	−104,155	$79.2M	$73.2M	1,191,816	1,087,661
position key `pos:10933` · issuer key `iss:35` COMMON STOCK	ADD	−$18.6M	+4,324	$89.4M	$70.8M	248,407	252,731
position key `pos:12068` · issuer key `iss:1677` COMMON STOCK	TRIM	−$2.7M	−25,854	$72.0M	$69.3M	1,076,784	1,050,930
position key `pos:12594` · issuer key `iss:951` COMMON STOCK	TRIM	+$1.8M	−47,748	$66.7M	$68.6M	527,359	479,611
position key `pos:11849` · issuer key `iss:104` COMMON STOCK	TRIM	−$20.3M	−13,540	$88.8M	$68.5M	240,126	226,586
position key `pos:13247` · issuer key `iss:2223` COMMON STOCK	TRIM	−$12.6M	−10,445	$80.7M	$68.1M	318,273	307,828
position key `pos:16828` · issuer key `iss:413` COMMON STOCK	TRIM	−$23.7M	−14,884	$91.4M	$67.7M	154,667	139,783
position key `pos:10679` · issuer key `iss:1211` COMMON STOCK	TRIM	−$15.6M	−7,391	$83.1M	$67.5M	148,001	140,610
position key `pos:12765` · issuer key `iss:105` COMMON STOCK	ADD	+$2.9M	+56,046	$64.2M	$67.1M	469,645	525,691
position key `pos:11182` · issuer key `iss:347` COMMON STOCK	TRIM	−$10.2M	−68,634	$76.2M	$66.1M	303,672	235,038
position key `pos:17708` · issuer key `iss:707` COMMON STOCK	TRIM	−$6.9M	−28,886	$71.7M	$64.8M	481,443	452,557
position key `pos:12920` · issuer key `iss:1289` COMMON STOCK	ADD	+$12.2M	+142,073	$52.4M	$64.7M	489,379	631,452
position key `pos:17164` · issuer key `iss:1360` COMMON STOCK	ADD	+$55.3M	+871,786	$9.0M	$64.3M	166,360	1,038,146
position key `pos:15818` · issuer key `iss:1742` COMMON STOCK	TRIM	−$4.8M	−37,226	$67.7M	$62.8M	918,173	880,947
position key `pos:10940` · issuer key `iss:1517` COMMON STOCK	TRIM	−$4.7M	−17,283	$67.4M	$62.7M	647,788	630,505
position key `pos:18182` · issuer key `iss:1303` COMMON STOCK	TRIM	−$6.9M	−253,242	$69.2M	$62.3M	997,480	744,238
position key `pos:14883` · issuer key `iss:1840` COMMON STOCK	ADD	+$9.7M	+84,396	$51.7M	$61.4M	232,676	317,072
position key `pos:12235` · issuer key `iss:1463` COMMON STOCK	TRIM	+$10.2M	−42,671	$49.9M	$60.0M	339,150	296,479
position key `pos:16984` · issuer key `iss:187` COMMON STOCK	TRIM	+$2.4M	−18,518	$57.6M	$60.0M	343,445	324,927
position key `pos:14773` · issuer key `iss:2228` COMMON STOCK	TRIM	−$6.0M	−3,422	$65.3M	$59.3M	286,944	283,522
position key `pos:14992` · issuer key `iss:1485` COMMON STOCK	TRIM	−$982K	−10,083	$60.2M	$59.2M	420,098	410,015
position key `pos:10654` · issuer key `iss:844` COMMON STOCK	ADD	+$5.5M	+1,085	$53.0M	$58.5M	52,571	53,656
position key `pos:13563` · issuer key `iss:900` COMMON STOCK	TRIM	−$10.6M	−9,019	$68.1M	$57.6M	373,361	364,342
position key `pos:12281` · issuer key `iss:1321` COMMON STOCK	TRIM	−$768K	−14,620	$58.3M	$57.6M	427,112	412,492
position key `pos:18187` · issuer key `iss:1040` COMMON STOCK	TRIM	−$5.4M	−12,682	$62.6M	$57.2M	51,510	38,828
position key `pos:14497` · issuer key `iss:197` COMMON STOCK	ADD	+$763K	+292	$55.2M	$56.0M	16,280	16,572
position key `pos:10368` · issuer key `iss:203` COMMON STOCK	TRIM	−$3.6M	−3,648	$59.6M	$55.9M	327,423	323,775
position key `pos:16294` · issuer key `iss:721` COMMON STOCK	TRIM	−$25.8M	−24,455	$81.3M	$55.5M	280,259	255,804
position key `pos:11390` · issuer key `iss:720` COMMON STOCK	ADD	−$6.9M	+2,294	$62.0M	$55.0M	93,922	96,216
position key `pos:17751` · issuer key `iss:1214` COMMON STOCK	TRIM	+$5.5M	−12,424	$49.0M	$54.5M	465,618	453,194
position key `pos:10474` · issuer key `iss:627` COMMON STOCK	TRIM	−$4.4M	−13,767	$58.8M	$54.4M	523,391	509,624
position key `pos:10708` · issuer key `iss:1205` COMMON STOCK	TRIM	−$19.4M	−9,108	$72.8M	$53.5M	1,069,435	1,060,327
position key `pos:17837` · issuer key `iss:1223` COMMON STOCK	ADD	−$4.9M	+482	$57.5M	$52.6M	41,214	41,696
position key `pos:16072` · issuer key `iss:1370` COMMON STOCK	TRIM	−$24.9M	−40,131	$77.5M	$52.6M	397,442	357,311
position key `pos:17044` · issuer key `iss:1662` COMMON STOCK	ADD	−$14.2M	+330,330	$66.4M	$52.2M	3,305,134	3,635,464
position key `pos:12417` · issuer key `iss:2008` COMMON STOCK	TRIM	−$5.5M	−63,856	$57.3M	$51.8M	636,784	572,928
position key `pos:14952` · issuer key `iss:731` COMMON STOCK	TRIM	+$4.8M	−4,847	$46.5M	$51.3M	182,149	177,302
position key `pos:14696` · issuer key `iss:17` COMMON STOCK	TRIM	+$7.1M	−267,388	$43.2M	$50.2M	2,440,649	2,173,261
position key `pos:16172` · issuer key `iss:1141` COMMON STOCK	TRIM	−$3.2M	−8,969	$53.0M	$49.8M	219,881	210,912
position key `pos:10225` · issuer key `iss:1647` COMMON STOCK	TRIM	+$1.6M	−14,938	$48.2M	$49.7M	617,691	602,753
position key `pos:16949` · issuer key `iss:431` COMMON STOCK	TRIM	−$11.6M	−19,452	$60.8M	$49.2M	304,877	285,425
position key `pos:15592` · issuer key `iss:954` COMMON STOCK	TRIM	+$2.0M	−2,616	$47.0M	$49.0M	190,980	188,364
position key `pos:14175` · issuer key `iss:95` COMMON STOCK	TRIM	−$15.8M	−45,445	$64.8M	$49.0M	280,768	235,323
position key `pos:15742` · issuer key `iss:978` COMMON STOCK	TRIM	−$13.9M	−57,376	$59.7M	$45.8M	230,205	172,829
position key `pos:14100` · issuer key `iss:1160` COMMON STOCK	TRIM	−$1.6M	−65,704	$46.4M	$44.9M	552,212	486,508
position key `pos:11002` · issuer key `iss:696` COMMON STOCK	TRIM	−$319K	−23,451	$45.1M	$44.8M	669,728	646,277
position key `pos:16282` · issuer key `iss:370` COMMON STOCK	TRIM	−$3.0M	−100,230	$47.4M	$44.5M	1,038,716	938,486
position key `pos:12194` · issuer key `iss:1195` COMMON STOCK	TRIM	+$12.4M	−48,705	$31.8M	$44.2M	748,366	699,661
position key `pos:13198` · issuer key `iss:1490` COMMON STOCK	TRIM	−$36.2M	−149,422	$80.3M	$44.1M	1,869,746	1,720,324
position key `pos:13979` · issuer key `iss:874` COMMON STOCK	TRIM	−$8.7M	−102,272	$52.6M	$43.9M	781,835	679,563

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 68

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11403` · issuer key `iss:1342` COMMON STOCK	NO CHANGE	+$135K	$11.2M	$11.3M	122,731	122,731
position key `pos:15499` · issuer key `iss:23` COMMON STOCK	NO CHANGE	−$283K	$5.9M	$5.6M	25,726	25,726
position key `pos:10737` · issuer key `iss:67` COMMON STOCK	NO CHANGE	−$34.1K	$4.5M	$4.5M	262,636	262,636
position key `pos:17700` · issuer key `iss:1012` ETF - EQ	NO CHANGE	+$48.7K	$3.1M	$3.1M	14,638	14,638
position key `pos:10718` · issuer key `iss:1311` COMMON STOCK	NO CHANGE	+$387K	$2.5M	$2.8M	30,678	30,678
position key `pos:18169` · issuer key `iss:1577` COMMON STOCK	NO CHANGE	−$130K	$2.5M	$2.4M	14,935	14,935
position key `pos:14349` · issuer key `iss:1013` ETF - EQ	NO CHANGE	−$145K	$2.4M	$2.3M	19,003	19,003
position key `pos:11695` · issuer key `cusip6:922908` ETF - EQ	NO CHANGE	−$122K	$2.4M	$2.3M	7,645	7,645
position key `pos:11020` · issuer key `iss:255` COMMON STOCK	NO CHANGE	−$110K	$2.3M	$2.2M	3	3
position key `pos:12525` · issuer key `iss:1319` COMMON STOCK	NO CHANGE	−$9.1K	$1.5M	$1.5M	5,267	5,267
position key `pos:15495` · issuer key `iss:1590` COMMON STOCK	NO CHANGE	−$332K	$1.8M	$1.5M	3,415	3,415
position key `pos:11609` · issuer key `iss:1447` COMMON STOCK	NO CHANGE	+$365K	$885K	$1.2M	6,860	6,860
position key `pos:14033` · issuer key `iss:1012` ETF - EQ	NO CHANGE	+$34.7K	$1.0M	$1.0M	8,390	8,390
position key `pos:12858` · issuer key `iss:1012` ETF - EQ	NO CHANGE	−$45.7K	$1.0M	$964K	2,705	2,705
position key `pos:11588` · issuer key `iss:1058` COMMON STOCK	NO CHANGE	−$41.1K	$937K	$896K	9,292	9,292
position key `pos:16347` · issuer key `iss:1759` COMMON STOCK	NO CHANGE	+$171K	$711K	$882K	7,278	7,278
position key `pos:10743` · issuer key `iss:1088` COMMON STOCK	NO CHANGE	+$132K	$750K	$882K	2,555	2,555
position key `pos:11625` · issuer key `iss:2284` COMMON STOCK	NO CHANGE	+$164K	$701K	$865K	655	655
position key `pos:10438` · issuer key `iss:333` COMMON STOCK	NO CHANGE	+$14.6K	$800K	$814K	30,400	30,400
position key `pos:13432` · issuer key `iss:411` COMMON STOCK	NO CHANGE	+$153K	$647K	$801K	1,130	1,130
position key `pos:12595` · issuer key `iss:1938` COMMON STOCK	NO CHANGE	+$117K	$683K	$800K	3,201	3,201
position key `pos:15008` · issuer key `iss:318` COMMON STOCK	NO CHANGE	+$85.3K	$685K	$771K	12,705	12,705
position key `pos:16411` · issuer key `iss:865` COMMON STOCK	NO CHANGE	+$10.1K	$739K	$749K	1,583	1,583
position key `pos:16667` · issuer key `iss:362` COMMON STOCK	NO CHANGE	+$83.1K	$628K	$711K	17,315	17,315
position key `pos:11199` · issuer key `cusip6:922042` ETF - INTL	NO CHANGE	−$13.5K	$695K	$681K	4,925	4,925
position key `pos:16841` · issuer key `iss:1791` COMMON STOCK	NO CHANGE	+$65.8K	$553K	$619K	3,186	3,186
position key `pos:10235` · issuer key `iss:1012` ETF - EQ	NO CHANGE	−$25.7K	$615K	$589K	1,590	1,590
position key `pos:17776` · issuer key `iss:368` COMMON STOCK	NO CHANGE	+$69.8K	$513K	$582K	7,733	7,733
position key `pos:16532` · issuer key `iss:812` COMMON STOCK	NO CHANGE	−$50.7K	$604K	$554K	7,433	7,433
position key `pos:11173` · issuer key `iss:995` ETF - EQ	NO CHANGE	−$33.8K	$558K	$525K	909	909
position key `pos:17594` · issuer key `iss:1808` COMMON STOCK	NO CHANGE	−$4.8K	$509K	$504K	5,400	5,400
position key `pos:14095` · issuer key `iss:307` COMMON STOCK	NO CHANGE	−$253K	$741K	$487K	7,768	7,768
position key `pos:12476` · issuer key `iss:1633` ETF - INTL	NO CHANGE	+$13.9K	$471K	$485K	19,583	19,583
position key `pos:16195` · issuer key `iss:1493` COMMON STOCK	NO CHANGE	+$16.4K	$464K	$481K	3,638	3,638
position key `pos:11213` · issuer key `iss:1227` COMMON STOCK	NO CHANGE	+$6.3K	$451K	$457K	7,075	7,075
position key `pos:18104` · issuer key `iss:233` COMMON STOCK	NO CHANGE	+$9.8K	$446K	$456K	3,844	3,844
position key `pos:17598` · issuer key `iss:1013` ETF - FI	NO CHANGE	−$857	$457K	$456K	4,281	4,281
position key `pos:13768` · issuer key `iss:1651` COMMON STOCK	NO CHANGE	−$4.8K	$449K	$444K	1,386	1,386
position key `pos:16839` · issuer key `iss:1330` COMMON STOCK	NO CHANGE	−$170K	$612K	$442K	12,036	12,036
position key `pos:12412` · issuer key `cusip6:921946` ETF - EQ	NO CHANGE	+$13.4K	$421K	$435K	2,935	2,935
position key `pos:15241` · issuer key `iss:885` COMMON STOCK	NO CHANGE	−$8.2K	$441K	$433K	3,200	3,200
position key `pos:15332` · issuer key `iss:194` COMMON STOCK	NO CHANGE	−$54.8K	$481K	$426K	4,050	4,050
position key `sid:sec:prov:5b4b18473fca531d2df15bfd80592b07` · issuer key `cusip6:921910` ETF - FI	NO CHANGE	−$5.1K	$407K	$402K	6,400	6,400
position key `sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3` · issuer key `cusip6:922908` ETF - EQ	NO CHANGE	+$949	$400K	$401K	4,522	4,522
position key `pos:10146` · issuer key `iss:397` COMMON STOCK	NO CHANGE	+$16.5K	$384K	$400K	1,200	1,200
position key `pos:17758` · issuer key `iss:1605` ETF - EQ	NO CHANGE	+$8.7K	$389K	$398K	645	645
position key `pos:16509` · issuer key `iss:333` COMMON STOCK	NO CHANGE	+$5.6K	$387K	$392K	14,837	14,837
position key `pos:16868` · issuer key `iss:1012` ETF - EQ	NO CHANGE	+$8.4K	$362K	$371K	5,490	5,490
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` ETF - EQ	NO CHANGE	−$28.9K	$388K	$359K	515	515
position key `pos:14782` · issuer key `iss:1406` COMMON STOCK	NO CHANGE	−$51.2K	$395K	$344K	2,143	2,143
position key `sid:sec:prov:763c6b16ddbd2879e35ad29e94078516` · issuer key `cusip6:46434V` ETF - EQ	NO CHANGE	−$17.3K	$350K	$333K	5,045	5,045
position key `pos:11840` · issuer key `iss:1031` COMMON STOCK	NO CHANGE	−$155K	$465K	$310K	7,500	7,500
position key `pos:16825` · issuer key `iss:987` COMMON STOCK	NO CHANGE	−$8.8K	$303K	$295K	1,873	1,873
position key `pos:18221` · issuer key `iss:1739` COMMON STOCK	NO CHANGE	−$54.4K	$349K	$295K	743	743
position key `pos:15311` · issuer key `iss:724` COMMON STOCK	NO CHANGE	+$39.3K	$252K	$291K	6,272	6,272
position key `pos:15624` · issuer key `iss:662` COMMON STOCK	NO CHANGE	+$36.9K	$235K	$272K	1,350	1,350
position key `pos:11045` · issuer key `iss:947` COMMON STOCK	NO CHANGE	+$23.8K	$243K	$267K	1,400	1,400
position key `pos:13598` · issuer key `iss:1994` COMMON STOCK	NO CHANGE	+$18.7K	$247K	$266K	3,347	3,347
position key `pos:13420` · issuer key `iss:778` COMMON STOCK	NO CHANGE	−$3.0K	$263K	$260K	11,000	11,000
position key `sid:sec:prov:ead4136001e20c053d7f45b14bcdc536` · issuer key `cusip6:46429B` ETF - EQ	NO CHANGE	−$3.9K	$261K	$257K	2,767	2,767
position key `pos:13864` · issuer key `iss:1681` COMMON STOCK	NO CHANGE	−$3.5K	$253K	$249K	2,585	2,585
position key `pos:11528` · issuer key `iss:1012` ETF - EQ	NO CHANGE	−$27.0K	$272K	$245K	575	575
position key `pos:15445` · issuer key `iss:84` COMMON STOCK	NO CHANGE	−$927	$238K	$237K	1,144	1,144
position key `pos:14143` · issuer key `iss:748` COMMON STOCK	NO CHANGE	−$45.9K	$271K	$225K	4,035	4,035
position key `pos:17231` · issuer key `cusip6:922908` ETF - EQ	NO CHANGE	+$3.4K	$221K	$224K	856	856
position key `pos:10586` · issuer key `iss:1908` COMMON STOCK	NO CHANGE	−$3.3K	$220K	$217K	485	485
position key `pos:13590` · issuer key `iss:1189` COMMON STOCK	NO CHANGE	−$12.3K	$226K	$214K	363	363
position key `pos:16420` · issuer key `iss:1882` COMMON STOCK	NO CHANGE	−$12.7K	$211K	$198K	11,660	11,660

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 362 issuers · $12.2B disclosed value over 613 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC-A

2 positions · 4 reported rows

Rows Boston Trust Walden Corp reported for ALPHABET INC-A, as it reported them
ALPHABET INC-A · COMMON STOCK CUSIP — src ↗	$213M	739,034
ALPHABET INC-CL C · COMMON STOCK CUSIP — src ↗	$166M	577,133
ALPHABET INC-CL C · COMMON STOCK CUSIP — src ↗	$56.2M	196,055
ALPHABET INC-A · COMMON STOCK CUSIP — src ↗	$34.6M	120,210

$469M

1,632,432

3.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for APPLE INC, as it reported them
APPLE INC · COMMON STOCK CUSIP — src ↗	$304M	1,198,399
APPLE INC · COMMON STOCK CUSIP — src ↗	$74.1M	292,125

$378M

1,490,524

3.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for MICROSOFT CORP, as it reported them
MICROSOFT CORP · COMMON STOCK CUSIP — src ↗	$292M	788,531
MICROSOFT CORP · COMMON STOCK CUSIP — src ↗	$66.9M	180,630

$359M

969,161

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for JPMORGAN CHASE & CO, as it reported them
JPMORGAN CHASE & CO · COMMON STOCK CUSIP — src ↗	$164M	556,467
JPMORGAN CHASE & CO · COMMON STOCK CUSIP — src ↗	$53.9M	183,210

$218M

739,677

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORP

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for NVIDIA CORP, as it reported them
NVIDIA CORP · COMMON STOCK CUSIP — src ↗	$168M	962,142
NVIDIA CORP · COMMON STOCK CUSIP — src ↗	$24.5M	140,255

$192M

1,102,397

1.6%

—

APTARGROUP INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for APTARGROUP INC, as it reported them
APTARGROUP INC · COMMON STOCK CUSIP — src ↗	$110M	873,148
APTARGROUP INC · COMMON STOCK CUSIP — src ↗	$60.0M	476,341

ticker not yet mapped

$170M

1,349,489

1.4%

—

DONALDSON CO INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for DONALDSON CO INC, as it reported them
DONALDSON CO INC · COMMON STOCK CUSIP — src ↗	$111M	1,308,695
DONALDSON CO INC · COMMON STOCK CUSIP — src ↗	$50.2M	591,721

ticker not yet mapped

$161M

1,900,416

1.3%

—

HUBBELL INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for HUBBELL INC, as it reported them
HUBBELL INC · COMMON STOCK CUSIP — src ↗	$107M	218,418
HUBBELL INC · COMMON STOCK CUSIP — src ↗	$53.8M	109,551

ticker not yet mapped

$161M

327,969

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for JOHNSON & JOHNSON, as it reported them
JOHNSON & JOHNSON · COMMON STOCK CUSIP — src ↗	$111M	452,371
JOHNSON & JOHNSON · COMMON STOCK CUSIP — src ↗	$34.6M	141,690

$145M

594,061

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for VISA INC, as it reported them
VISA INC · COMMON STOCK CUSIP — src ↗	$111M	365,779
VISA INC · COMMON STOCK CUSIP — src ↗	$33.4M	110,480

$144M

476,259

1.2%

—

CULLEN/FROST BANKERS INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for CULLEN/FROST BANKERS INC, as it reported them
CULLEN/FROST BANKERS INC · COMMON STOCK CUSIP — src ↗	$78.2M	570,377
CULLEN/FROST BANKERS INC · COMMON STOCK CUSIP — src ↗	$54.5M	397,472

ticker not yet mapped

$133M

967,849

1.1%

—

CINCINNATI FINANCIAL CORP

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for CINCINNATI FINANCIAL CORP, as it reported them
CINCINNATI FINANCIAL CORP · COMMON STOCK CUSIP — src ↗	$73.5M	466,882
CINCINNATI FINANCIAL CORP · COMMON STOCK CUSIP — src ↗	$45.5M	288,965

ticker not yet mapped

$119M

755,847

1.0%

—

APPLIED INDUSTRIAL TECH INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for APPLIED INDUSTRIAL TECH INC, as it reported them
APPLIED INDUSTRIAL TECH INC · COMMON STOCK CUSIP — src ↗	$71.1M	267,916
APPLIED INDUSTRIAL TECH INC · COMMON STOCK CUSIP — src ↗	$45.5M	171,520

ticker not yet mapped

$117M

439,436

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORP

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for COSTCO WHOLESALE CORP, as it reported them
COSTCO WHOLESALE CORP · COMMON STOCK CUSIP — src ↗	$93.5M	93,814
COSTCO WHOLESALE CORP · COMMON STOCK CUSIP — src ↗	$18.9M	18,995

$112M

112,809

0.9%

—

WATTS WATER TECHNOLOGIES-A

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for WATTS WATER TECHNOLOGIES-A, as it reported them
WATTS WATER TECHNOLOGIES-A · COMMON STOCK CUSIP — src ↗	$67.2M	231,335
WATTS WATER TECHNOLOGIES-A · COMMON STOCK CUSIP — src ↗	$42.9M	147,689

ticker not yet mapped

$110M

379,024

0.9%

—

GLOBUS MEDICAL INC-A

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for GLOBUS MEDICAL INC-A, as it reported them
GLOBUS MEDICAL INC-A · COMMON STOCK CUSIP — src ↗	$66.5M	771,977
GLOBUS MEDICAL INC-A · COMMON STOCK CUSIP — src ↗	$41.6M	482,933

ticker not yet mapped

$108M

1,254,910

0.9%

—

ROSS STORES INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for ROSS STORES INC, as it reported them
ROSS STORES INC · COMMON STOCK CUSIP — src ↗	$85.0M	392,244
ROSS STORES INC · COMMON STOCK CUSIP — src ↗	$19.4M	89,430

ticker not yet mapped

$104M

481,674

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORPORATION

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for EXXON MOBIL CORPORATION, as it reported them
EXXON MOBIL CORPORATION · COMMON STOCK CUSIP — src ↗	$70.7M	416,968
EXXON MOBIL CORPORATION · COMMON STOCK CUSIP — src ↗	$32.1M	189,455

$103M

606,423

0.8%

—

MAGNOLIA OIL & GAS CORP

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for MAGNOLIA OIL & GAS CORP, as it reported them
MAGNOLIA OIL & GAS CORP · COMMON STOCK CUSIP — src ↗	$77.0M	2,438,981
MAGNOLIA OIL & GAS CORP · COMMON STOCK CUSIP — src ↗	$24.9M	788,925

ticker not yet mapped

$102M

3,227,906

0.8%

—

ESSENTIAL UTILS INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for ESSENTIAL UTILS INC, as it reported them
ESSENTIAL UTILS INC · COMMON STOCK CUSIP — src ↗	$64.6M	1,603,006
ESSENTIAL UTILS INC · COMMON STOCK CUSIP — src ↗	$35.4M	878,442

ticker not yet mapped

$99.9M

2,481,448

0.8%

—

CHUBB LTD

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for CHUBB LTD, as it reported them
CHUBB LTD · COMMON STOCK CUSIP — src ↗	$78.5M	240,919
CHUBB LTD · COMMON STOCK CUSIP — src ↗	$21.0M	64,480

ticker not yet mapped

$99.5M

305,399

0.8%

—

LITTELFUSE INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for LITTELFUSE INC, as it reported them
LITTELFUSE INC · COMMON STOCK CUSIP — src ↗	$57.7M	169,933
LITTELFUSE INC · COMMON STOCK CUSIP — src ↗	$41.2M	121,460

ticker not yet mapped

$98.9M

291,393

0.8%

—

CISCO SYSTEMS INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for CISCO SYSTEMS INC, as it reported them
CISCO SYSTEMS INC · COMMON STOCK CUSIP — src ↗	$81.7M	1,053,104
CISCO SYSTEMS INC · COMMON STOCK CUSIP — src ↗	$16.9M	218,050

ticker not yet mapped

$98.6M

1,271,154

0.8%

—

APPLIED MATERIALS, INC.

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for APPLIED MATERIALS, INC., as it reported them
APPLIED MATERIALS, INC. · COMMON STOCK CUSIP — src ↗	$79.8M	233,588
APPLIED MATERIALS, INC. · COMMON STOCK CUSIP — src ↗	$17.4M	51,015

ticker not yet mapped

$97.3M

284,603

0.8%

—

CHOICE HOTELS INTL INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for CHOICE HOTELS INTL INC, as it reported them
CHOICE HOTELS INTL INC · COMMON STOCK CUSIP — src ↗	$58.5M	565,626
CHOICE HOTELS INTL INC · COMMON STOCK CUSIP — src ↗	$37.8M	365,136

ticker not yet mapped

$96.3M

930,762

0.8%

—

COMMERCE BANCSHARES INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for COMMERCE BANCSHARES INC, as it reported them
COMMERCE BANCSHARES INC · COMMON STOCK CUSIP — src ↗	$58.5M	1,188,942
COMMERCE BANCSHARES INC · COMMON STOCK CUSIP — src ↗	$36.7M	745,194

ticker not yet mapped

$95.2M

1,934,136

0.8%

—

ONE GAS INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for ONE GAS INC, as it reported them
ONE GAS INC · COMMON STOCK CUSIP — src ↗	$57.2M	663,996
ONE GAS INC · COMMON STOCK CUSIP — src ↗	$36.4M	422,263

ticker not yet mapped

$93.6M

1,086,259

0.8%

—

JAZZ PHARMACEUTICALS PLC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for JAZZ PHARMACEUTICALS PLC, as it reported them
JAZZ PHARMACEUTICALS PLC · COMMON STOCK CUSIP — src ↗	$56.8M	300,592
JAZZ PHARMACEUTICALS PLC · COMMON STOCK CUSIP — src ↗	$35.6M	188,069

ticker not yet mapped

$92.4M

488,661

0.8%

—

STRYKER CORP

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for STRYKER CORP, as it reported them
STRYKER CORP · COMMON STOCK CUSIP — src ↗	$72.9M	221,789
STRYKER CORP · COMMON STOCK CUSIP — src ↗	$19.1M	58,215

ticker not yet mapped

$92.0M

280,004

0.8%

—

STAG INDUSTRIAL INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for STAG INDUSTRIAL INC, as it reported them
STAG INDUSTRIAL INC · COMMON STOCK CUSIP — src ↗	$55.9M	1,548,920
STAG INDUSTRIAL INC · COMMON STOCK CUSIP — src ↗	$36.1M	1,001,067

ticker not yet mapped

$92.0M

2,549,987

0.8%

—

BJ'S WHOLESALE CLUB HOLDINGS

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for BJ'S WHOLESALE CLUB HOLDINGS, as it reported them
BJ'S WHOLESALE CLUB HOLDINGS · COMMON STOCK CUSIP — src ↗	$53.2M	540,267
BJ'S WHOLESALE CLUB HOLDINGS · COMMON STOCK CUSIP — src ↗	$36.6M	372,125

ticker not yet mapped

$89.8M

912,392

0.7%

—

QUALYS INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for QUALYS INC, as it reported them
QUALYS INC · COMMON STOCK CUSIP — src ↗	$53.7M	611,611
QUALYS INC · COMMON STOCK CUSIP — src ↗	$35.0M	398,765

ticker not yet mapped

$88.8M

1,010,376

0.7%

—

DEERE & CO

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for DEERE & CO, as it reported them
DEERE & CO · COMMON STOCK CUSIP — src ↗	$73.3M	130,181
DEERE & CO · COMMON STOCK CUSIP — src ↗	$14.2M	25,195

ticker not yet mapped

$87.5M

155,376

0.7%

—

IDEX CORP COM

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for IDEX CORP COM, as it reported them
IDEX CORP COM · COMMON STOCK CUSIP — src ↗	$51.6M	271,963
IDEX CORP COM · COMMON STOCK CUSIP — src ↗	$34.3M	180,751

ticker not yet mapped

$85.8M

452,714

0.7%

—

AUTOMATIC DATA PROCESSING

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for AUTOMATIC DATA PROCESSING, as it reported them
AUTOMATIC DATA PROCESSING · COMMON STOCK CUSIP — src ↗	$66.1M	325,375
AUTOMATIC DATA PROCESSING · COMMON STOCK CUSIP — src ↗	$17.0M	83,850

ticker not yet mapped

$83.1M

409,225

0.7%

—

COOPER COS INC/THE

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for COOPER COS INC/THE, as it reported them
COOPER COS INC/THE · COMMON STOCK CUSIP — src ↗	$57.0M	797,520
COOPER COS INC/THE · COMMON STOCK CUSIP — src ↗	$25.9M	362,042

ticker not yet mapped

$82.9M

1,159,562

0.7%

—

ALLEGION PLC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for ALLEGION PLC, as it reported them
ALLEGION PLC · COMMON STOCK CUSIP — src ↗	$49.4M	340,316
ALLEGION PLC · COMMON STOCK CUSIP — src ↗	$32.9M	226,476

ticker not yet mapped

$82.3M

566,792

0.7%

—

SNAP ON INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for SNAP ON INC, as it reported them
SNAP ON INC · COMMON STOCK CUSIP — src ↗	$50.3M	138,390
SNAP ON INC · COMMON STOCK CUSIP — src ↗	$31.8M	87,617

ticker not yet mapped

$82.1M

226,007

0.7%

—

JONES LANG LASALLE INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for JONES LANG LASALLE INC, as it reported them
JONES LANG LASALLE INC · COMMON STOCK CUSIP — src ↗	$48.3M	158,641
JONES LANG LASALLE INC · COMMON STOCK CUSIP — src ↗	$33.4M	109,842

ticker not yet mapped

$81.7M

268,483

0.7%

—

SEI INVESTMENTS COMPANY

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for SEI INVESTMENTS COMPANY, as it reported them
SEI INVESTMENTS COMPANY · COMMON STOCK CUSIP — src ↗	$48.2M	614,735
SEI INVESTMENTS COMPANY · COMMON STOCK CUSIP — src ↗	$33.3M	424,996

ticker not yet mapped

$81.6M

1,039,731

0.7%

—

BADGER METER INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for BADGER METER INC, as it reported them
BADGER METER INC · COMMON STOCK CUSIP — src ↗	$50.2M	329,629
BADGER METER INC · COMMON STOCK CUSIP — src ↗	$30.6M	200,540

ticker not yet mapped

$80.8M

530,169

0.7%

—

PEPSICO INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for PEPSICO INC, as it reported them
PEPSICO INC · COMMON STOCK CUSIP — src ↗	$64.9M	417,912
PEPSICO INC · COMMON STOCK CUSIP — src ↗	$15.6M	100,210

ticker not yet mapped

$80.5M

518,122

0.7%

—

NORDSON CORPORATION

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for NORDSON CORPORATION, as it reported them
NORDSON CORPORATION · COMMON STOCK CUSIP — src ↗	$48.8M	183,474
NORDSON CORPORATION · COMMON STOCK CUSIP — src ↗	$31.5M	118,287

ticker not yet mapped

$80.3M

301,761

0.7%

—

ACCENTURE PLC-CL A

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for ACCENTURE PLC-CL A, as it reported them
ACCENTURE PLC-CL A · COMMON STOCK CUSIP — src ↗	$61.9M	312,308
ACCENTURE PLC-CL A · COMMON STOCK CUSIP — src ↗	$17.6M	88,825

ticker not yet mapped

$79.5M

401,133

0.7%

—

SPROUTS FARMERS MARKET INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for SPROUTS FARMERS MARKET INC, as it reported them
SPROUTS FARMERS MARKET INC · COMMON STOCK CUSIP — src ↗	$48.7M	631,002
SPROUTS FARMERS MARKET INC · COMMON STOCK CUSIP — src ↗	$30.4M	394,353

ticker not yet mapped

$79.1M

1,025,355

0.7%

—

ANTERO MIDSTREAM CORP

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for ANTERO MIDSTREAM CORP, as it reported them
ANTERO MIDSTREAM CORP · COMMON STOCK CUSIP — src ↗	$59.2M	2,595,127
ANTERO MIDSTREAM CORP · COMMON STOCK CUSIP — src ↗	$19.1M	836,424

ticker not yet mapped

$78.2M

3,431,551

0.6%

—

CHEMED CORP

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for CHEMED CORP, as it reported them
CHEMED CORP · COMMON STOCK CUSIP — src ↗	$47.3M	125,332
CHEMED CORP · COMMON STOCK CUSIP — src ↗	$30.2M	79,865

ticker not yet mapped

$77.5M

205,197

0.6%

—

LINCOLN ELECTRIC HOLDINGS

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for LINCOLN ELECTRIC HOLDINGS, as it reported them
LINCOLN ELECTRIC HOLDINGS · COMMON STOCK CUSIP — src ↗	$53.4M	214,566
LINCOLN ELECTRIC HOLDINGS · COMMON STOCK CUSIP — src ↗	$22.7M	91,304

ticker not yet mapped

$76.2M

305,870

0.6%

—

UNION PACIFIC CORP

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for UNION PACIFIC CORP, as it reported them
UNION PACIFIC CORP · COMMON STOCK CUSIP — src ↗	$57.1M	235,261
UNION PACIFIC CORP · COMMON STOCK CUSIP — src ↗	$18.1M	74,670

ticker not yet mapped

$75.2M

309,931

0.6%

—

INTERNATIONAL BANCSHARES CRP

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for INTERNATIONAL BANCSHARES CRP, as it reported them
INTERNATIONAL BANCSHARES CRP · COMMON STOCK CUSIP — src ↗	$45.3M	673,637
INTERNATIONAL BANCSHARES CRP · COMMON STOCK CUSIP — src ↗	$27.9M	414,024

ticker not yet mapped

$73.2M

1,087,661

0.6%

—

ACUITY INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for ACUITY INC, as it reported them
ACUITY INC · COMMON STOCK CUSIP — src ↗	$42.4M	151,412
ACUITY INC · COMMON STOCK CUSIP — src ↗	$28.4M	101,319

ticker not yet mapped

$70.8M

252,731

0.6%

—

SMITH (A.O.) CORP

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for SMITH (A.O.) CORP, as it reported them
SMITH (A.O.) CORP · COMMON STOCK CUSIP — src ↗	$41.7M	631,865
SMITH (A.O.) CORP · COMMON STOCK CUSIP — src ↗	$27.6M	419,065

ticker not yet mapped

$69.3M

1,050,930

0.6%

—

IDACORP INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for IDACORP INC, as it reported them
IDACORP INC · COMMON STOCK CUSIP — src ↗	$43.8M	306,347
IDACORP INC · COMMON STOCK CUSIP — src ↗	$24.8M	173,264

ticker not yet mapped

$68.6M

479,611

0.6%

—

AMERICAN EXPRESS CO

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for AMERICAN EXPRESS CO, as it reported them
AMERICAN EXPRESS CO · COMMON STOCK CUSIP — src ↗	$53.2M	175,896
AMERICAN EXPRESS CO · COMMON STOCK CUSIP — src ↗	$15.3M	50,690

ticker not yet mapped

$68.5M

226,586

0.6%

—

STERIS PLC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for STERIS PLC, as it reported them
STERIS PLC · COMMON STOCK CUSIP — src ↗	$41.2M	186,240
STERIS PLC · COMMON STOCK CUSIP — src ↗	$26.9M	121,588

ticker not yet mapped

$68.1M

307,828

0.6%

—

CAVCO INDUSTRIES INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for CAVCO INDUSTRIES INC, as it reported them
CAVCO INDUSTRIES INC · COMMON STOCK CUSIP — src ↗	$42.1M	86,844
CAVCO INDUSTRIES INC · COMMON STOCK CUSIP — src ↗	$25.6M	52,939

ticker not yet mapped

$67.7M

139,783

0.6%

—

MEDPACE HOLDINGS INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for MEDPACE HOLDINGS INC, as it reported them
MEDPACE HOLDINGS INC · COMMON STOCK CUSIP — src ↗	$40.7M	84,788
MEDPACE HOLDINGS INC · COMMON STOCK CUSIP — src ↗	$26.8M	55,822

ticker not yet mapped

$67.5M

140,610

0.6%

—

AMERICAN FINANCIAL GROUP INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for AMERICAN FINANCIAL GROUP INC, as it reported them
AMERICAN FINANCIAL GROUP INC · COMMON STOCK CUSIP — src ↗	$39.3M	307,981
AMERICAN FINANCIAL GROUP INC · COMMON STOCK CUSIP — src ↗	$27.8M	217,710

ticker not yet mapped

$67.1M

525,691

0.6%

—

CBOE HOLDINGS INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for CBOE HOLDINGS INC, as it reported them
CBOE HOLDINGS INC · COMMON STOCK CUSIP — src ↗	$39.1M	139,236
CBOE HOLDINGS INC · COMMON STOCK CUSIP — src ↗	$26.9M	95,802

ticker not yet mapped

$66.1M

235,038

0.5%

—

EXPEDITORS INTL WASH INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for EXPEDITORS INTL WASH INC, as it reported them
EXPEDITORS INTL WASH INC · COMMON STOCK CUSIP — src ↗	$39.4M	274,862
EXPEDITORS INTL WASH INC · COMMON STOCK CUSIP — src ↗	$25.5M	177,695

ticker not yet mapped

$64.8M

452,557

0.5%

—

NETAPP INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for NETAPP INC, as it reported them
NETAPP INC · COMMON STOCK CUSIP — src ↗	$38.8M	378,575
NETAPP INC · COMMON STOCK CUSIP — src ↗	$25.9M	252,877

ticker not yet mapped

$64.7M

631,452

0.5%

—

ON SEMICONDUCTOR CORPORATION

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for ON SEMICONDUCTOR CORPORATION, as it reported them
ON SEMICONDUCTOR CORPORATION · COMMON STOCK CUSIP — src ↗	$38.2M	616,722
ON SEMICONDUCTOR CORPORATION · COMMON STOCK CUSIP — src ↗	$26.1M	421,424

ticker not yet mapped

$64.3M

1,038,146

0.5%

—

SYSCO CORP

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for SYSCO CORP, as it reported them
SYSCO CORP · COMMON STOCK CUSIP — src ↗	$47.5M	665,294
SYSCO CORP · COMMON STOCK CUSIP — src ↗	$15.4M	215,653

ticker not yet mapped

$62.8M

880,947

0.5%

—

RPM INTERNATIONAL INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for RPM INTERNATIONAL INC, as it reported them
RPM INTERNATIONAL INC · COMMON STOCK CUSIP — src ↗	$37.1M	373,085
RPM INTERNATIONAL INC · COMMON STOCK CUSIP — src ↗	$25.6M	257,420

ticker not yet mapped

$62.7M

630,505

0.5%

—

NEW YORK TIMES CO CL A

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for NEW YORK TIMES CO CL A, as it reported them
NEW YORK TIMES CO CL A · COMMON STOCK CUSIP — src ↗	$37.7M	450,843
NEW YORK TIMES CO CL A · COMMON STOCK CUSIP — src ↗	$24.6M	293,395

ticker not yet mapped

$62.3M

744,238

0.5%

—

UFP TECHNOLOGIES INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for UFP TECHNOLOGIES INC, as it reported them
UFP TECHNOLOGIES INC · COMMON STOCK CUSIP — src ↗	$36.7M	189,390
UFP TECHNOLOGIES INC · COMMON STOCK CUSIP — src ↗	$24.7M	127,682

ticker not yet mapped

$61.4M

317,072

0.5%

—

PLEXUS CORP

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for PLEXUS CORP, as it reported them
PLEXUS CORP · COMMON STOCK CUSIP — src ↗	$36.8M	181,627
PLEXUS CORP · COMMON STOCK CUSIP — src ↗	$23.3M	114,852

ticker not yet mapped

$60.0M

296,479

0.5%

—

ATMOS ENERGY CORP

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for ATMOS ENERGY CORP, as it reported them
ATMOS ENERGY CORP · COMMON STOCK CUSIP — src ↗	$39.6M	214,532
ATMOS ENERGY CORP · COMMON STOCK CUSIP — src ↗	$20.4M	110,395

ticker not yet mapped

$60.0M

324,927

0.5%

—

TE CONNECTIVITY LTD

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for TE CONNECTIVITY LTD, as it reported them
TE CONNECTIVITY LTD · COMMON STOCK CUSIP — src ↗	$39.3M	188,062
TE CONNECTIVITY LTD · COMMON STOCK CUSIP — src ↗	$20.0M	95,460

ticker not yet mapped

$59.3M

283,522

0.5%

—

PROCTER & GAMBLE CO/THE

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for PROCTER & GAMBLE CO/THE, as it reported them
PROCTER & GAMBLE CO/THE · COMMON STOCK CUSIP — src ↗	$53.3M	368,790
PROCTER & GAMBLE CO/THE · COMMON STOCK CUSIP — src ↗	$6.0M	41,225

ticker not yet mapped

$59.2M

410,015

0.5%

—

WW GRAINGER INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for WW GRAINGER INC, as it reported them
WW GRAINGER INC · COMMON STOCK CUSIP — src ↗	$39.5M	36,216
WW GRAINGER INC · COMMON STOCK CUSIP — src ↗	$19.0M	17,440

ticker not yet mapped

$58.5M

53,656

0.5%

—

JACK HENRY & ASSOCIATES INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for JACK HENRY & ASSOCIATES INC, as it reported them
JACK HENRY & ASSOCIATES INC · COMMON STOCK CUSIP — src ↗	$33.7M	213,362
JACK HENRY & ASSOCIATES INC · COMMON STOCK CUSIP — src ↗	$23.9M	150,980

ticker not yet mapped

$57.6M

364,342

0.5%

—

NORTHERN TRUST CORPORATION

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for NORTHERN TRUST CORPORATION, as it reported them
NORTHERN TRUST CORPORATION · COMMON STOCK CUSIP — src ↗	$41.0M	293,729
NORTHERN TRUST CORPORATION · COMMON STOCK CUSIP — src ↗	$16.6M	118,763

ticker not yet mapped

$57.6M

412,492

0.5%

—

KLA-TENCOR CORPORATION

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for KLA-TENCOR CORPORATION, as it reported them
KLA-TENCOR CORPORATION · COMMON STOCK CUSIP — src ↗	$50.8M	34,468
KLA-TENCOR CORPORATION · COMMON STOCK CUSIP — src ↗	$6.4M	4,360

ticker not yet mapped

$57.2M

38,828

0.5%

—

AUTOZONE INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for AUTOZONE INC, as it reported them
AUTOZONE INC · COMMON STOCK CUSIP — src ↗	$43.7M	12,941
AUTOZONE INC · COMMON STOCK CUSIP — src ↗	$12.3M	3,631

ticker not yet mapped

$56.0M

16,572

0.5%

—

AVERY DENNISON CORP

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for AVERY DENNISON CORP, as it reported them
AVERY DENNISON CORP · COMMON STOCK CUSIP — src ↗	$32.4M	187,380
AVERY DENNISON CORP · COMMON STOCK CUSIP — src ↗	$23.6M	136,395

ticker not yet mapped

$55.9M

323,775

0.5%

—

FACTSET RESH SYS INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for FACTSET RESH SYS INC, as it reported them
FACTSET RESH SYS INC · COMMON STOCK CUSIP — src ↗	$38.6M	178,056
FACTSET RESH SYS INC · COMMON STOCK CUSIP — src ↗	$16.9M	77,748

ticker not yet mapped

$55.5M

255,804

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for META PLATFORMS INC, as it reported them
META PLATFORMS INC · COMMON STOCK CUSIP — src ↗	$42.1M	73,526
META PLATFORMS INC · COMMON STOCK CUSIP — src ↗	$13.0M	22,690

$55.0M

96,216

0.5%

—

MERCK & CO INC NEW

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for MERCK & CO INC NEW, as it reported them
MERCK & CO INC NEW · COMMON STOCK CUSIP — src ↗	$46.5M	386,434
MERCK & CO INC NEW · COMMON STOCK CUSIP — src ↗	$8.0M	66,760

ticker not yet mapped

$54.5M

453,194

0.4%

—

EAST WEST BANCORP INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for EAST WEST BANCORP INC, as it reported them
EAST WEST BANCORP INC · COMMON STOCK CUSIP — src ↗	$32.5M	304,854
EAST WEST BANCORP INC · COMMON STOCK CUSIP — src ↗	$21.9M	204,770

ticker not yet mapped

$54.4M

509,624

0.4%

—

MCCORMICK & CO INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for MCCORMICK & CO INC, as it reported them
MCCORMICK & CO INC · COMMON STOCK CUSIP — src ↗	$33.0M	655,010
MCCORMICK & CO INC · COMMON STOCK CUSIP — src ↗	$20.4M	405,317

ticker not yet mapped

$53.5M

1,060,327

0.4%

—

METTLER-TOLEDO INTERNATIONAL

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for METTLER-TOLEDO INTERNATIONAL, as it reported them
METTLER-TOLEDO INTERNATIONAL · COMMON STOCK CUSIP — src ↗	$39.3M	31,126
METTLER-TOLEDO INTERNATIONAL · COMMON STOCK CUSIP — src ↗	$13.3M	10,570

ticker not yet mapped

$52.6M

41,696

0.4%

—

ORACLE CORP

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for ORACLE CORP, as it reported them
ORACLE CORP · COMMON STOCK CUSIP — src ↗	$50.1M	340,736
ORACLE CORP · COMMON STOCK CUSIP — src ↗	$2.4M	16,575

ticker not yet mapped

$52.6M

357,311

0.4%

—

SIMPLY GOOD FOODS CO

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for SIMPLY GOOD FOODS CO, as it reported them
SIMPLY GOOD FOODS CO · COMMON STOCK CUSIP — src ↗	$31.1M	2,167,674
SIMPLY GOOD FOODS CO · COMMON STOCK CUSIP — src ↗	$21.1M	1,467,790

ticker not yet mapped

$52.2M

3,635,464

0.4%

—

ZIMMER BIOMET HOLDINGS INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for ZIMMER BIOMET HOLDINGS INC, as it reported them
ZIMMER BIOMET HOLDINGS INC · COMMON STOCK CUSIP — src ↗	$31.5M	348,615
ZIMMER BIOMET HOLDINGS INC · COMMON STOCK CUSIP — src ↗	$20.3M	224,313

ticker not yet mapped

$51.8M

572,928

0.4%

—

F5 INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for F5 INC, as it reported them
F5 INC · COMMON STOCK CUSIP — src ↗	$32.1M	111,032
F5 INC · COMMON STOCK CUSIP — src ↗	$19.2M	66,270

ticker not yet mapped

$51.3M

177,302

0.4%

—

A10 NETWORKS INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for A10 NETWORKS INC, as it reported them
A10 NETWORKS INC · COMMON STOCK CUSIP — src ↗	$30.8M	1,333,050
A10 NETWORKS INC · COMMON STOCK CUSIP — src ↗	$19.4M	840,211

ticker not yet mapped

$50.2M

2,173,261

0.4%

—

VANGUARD S&P 500 ETF

8 positions · 8 reported rows

Rows Boston Trust Walden Corp reported for VANGUARD S&P 500 ETF, as it reported them
VANGUARD S&P 500 ETF · ETF - EQ CUSIP 922908363 src ↗	$32.9M	55,074
VANGUARD TOTAL STOCK MARKET IN · ETF - EQ CUSIP — src ↗	$7.5M	23,413
VANGUARD MID-CAP ETF · ETF - EQ CUSIP — src ↗	$4.7M	16,254
VANGUARD INDEX FDS LARGE CAP E · ETF - EQ CUSIP — src ↗	$2.3M	7,645
VANGUARD GROWTH ETF · ETF - EQ CUSIP — src ↗	$1.4M	3,206
VANGUARD EXTENDED MARKET ETF · ETF - EQ CUSIP — src ↗	$730K	3,548
VANGUARD REAL ESTATE ETF · ETF - EQ CUSIP 922908553 src ↗	$401K	4,522
VANGUARD SMALL CAP VIPERS FUND · ETF - EQ CUSIP — src ↗	$224K	856

ticker not yet mapped

$50.1M

114,518

0.4%

—

LOWES COS INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for LOWES COS INC, as it reported them
LOWES COS INC · COMMON STOCK CUSIP — src ↗	$40.2M	170,007
LOWES COS INC · COMMON STOCK CUSIP — src ↗	$9.7M	40,905

ticker not yet mapped

$49.8M

210,912

0.4%

—

SERVICE CORP INTERNATIONAL

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for SERVICE CORP INTERNATIONAL, as it reported them
SERVICE CORP INTERNATIONAL · COMMON STOCK CUSIP — src ↗	$32.4M	392,659
SERVICE CORP INTERNATIONAL · COMMON STOCK CUSIP — src ↗	$17.3M	210,094

ticker not yet mapped

$49.7M

602,753

0.4%

—

CHARLES RIVER LABORATORIES INT

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for CHARLES RIVER LABORATORIES INT, as it reported them
CHARLES RIVER LABORATORIES INT · COMMON STOCK CUSIP — src ↗	$35.8M	207,360
CHARLES RIVER LABORATORIES INT · COMMON STOCK CUSIP — src ↗	$13.5M	78,065

ticker not yet mapped

$49.2M

285,425

0.4%

—

ILLINOIS TOOL WORKS

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for ILLINOIS TOOL WORKS, as it reported them
ILLINOIS TOOL WORKS · COMMON STOCK CUSIP — src ↗	$38.5M	147,964
ILLINOIS TOOL WORKS · COMMON STOCK CUSIP — src ↗	$10.5M	40,400

ticker not yet mapped

$49.0M

188,364

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON.COM INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for AMAZON.COM INC, as it reported them
AMAZON.COM INC · COMMON STOCK CUSIP — src ↗	$38.5M	184,998
AMAZON.COM INC · COMMON STOCK CUSIP — src ↗	$10.5M	50,325

$49.0M

235,323

0.4%

—

INSTALLED BLDG PRODS INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for INSTALLED BLDG PRODS INC, as it reported them
INSTALLED BLDG PRODS INC · COMMON STOCK CUSIP — src ↗	$25.2M	94,915
INSTALLED BLDG PRODS INC · COMMON STOCK CUSIP — src ↗	$20.7M	77,914

ticker not yet mapped

$45.8M

172,829

0.4%

—

MSC INDUSTRIAL DIRECT CO-A

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for MSC INDUSTRIAL DIRECT CO-A, as it reported them
MSC INDUSTRIAL DIRECT CO-A · COMMON STOCK CUSIP — src ↗	$27.5M	297,515
MSC INDUSTRIAL DIRECT CO-A · COMMON STOCK CUSIP — src ↗	$17.4M	188,993

ticker not yet mapped

$44.9M

486,508

0.4%

—

EVERSOURCE ENERGY

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for EVERSOURCE ENERGY, as it reported them
EVERSOURCE ENERGY · COMMON STOCK CUSIP — src ↗	$32.8M	473,692
EVERSOURCE ENERGY · COMMON STOCK CUSIP — src ↗	$12.0M	172,585

ticker not yet mapped

$44.8M

646,277

0.4%

—

CACTUS INC CL A

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for CACTUS INC CL A, as it reported them
CACTUS INC CL A · COMMON STOCK CUSIP — src ↗	$23.4M	495,026
CACTUS INC CL A · COMMON STOCK CUSIP — src ↗	$21.0M	443,460

ticker not yet mapped

$44.5M

938,486

0.4%

—

MATADOR RESOURCES CO

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for MATADOR RESOURCES CO, as it reported them
MATADOR RESOURCES CO · COMMON STOCK CUSIP — src ↗	$33.6M	531,621
MATADOR RESOURCES CO · COMMON STOCK CUSIP — src ↗	$10.6M	168,040

ticker not yet mapped

$44.2M

699,661

0.4%

—

PROGRESS SOFTWARE CORP

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for PROGRESS SOFTWARE CORP, as it reported them
PROGRESS SOFTWARE CORP · COMMON STOCK CUSIP — src ↗	$27.2M	1,060,138
PROGRESS SOFTWARE CORP · COMMON STOCK CUSIP — src ↗	$16.9M	660,186

ticker not yet mapped

$44.1M

1,720,324

0.4%

—

HALOZYME THERAPEUTICS INC

1 position · 2 reported rows

Rows Boston Trust Walden Corp reported for HALOZYME THERAPEUTICS INC, as it reported them
HALOZYME THERAPEUTICS INC · COMMON STOCK CUSIP — src ↗	$26.6M	411,502
HALOZYME THERAPEUTICS INC · COMMON STOCK CUSIP — src ↗	$17.3M	268,061

ticker not yet mapped

$43.9M

679,563

0.4%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 32.1%below median 80.0%
Concentration index: 80 bpsbelow median 446 bps
Positions with value: 613 / 613median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 32.1% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 80 · QoQ moves: 400

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Boston Trust Walden Corp's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).