Boston Trust Walden Corp
Annual return '25
-2.9%
SPY '25
+17.7%
Alpha
-20.6ptsvs SPY
Invested
$12.2B
Holdings
387
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 94.8% (614.5k → 31.9k shares)
3.1%
02
$MSFT
MICROSOFT CORP
Q1 2026: Sold 99.9% (374.1k → 400 shares)
2.9%
03
$GOOGL
ALPHABET INC-A
Q1 2026: Sold 96.1% (249.2k → 9.6k shares)
2.0%
04
$GOOG
ALPHABET INC-CL C
Q1 2026: Sold 97.7% (419.7k → 9.7k shares)
1.8%
05
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 92.7% (367.4k → 27.0k shares)
1.8%
06
$NVDA
NVIDIA CORP
Q1 2026: Sold 85.7% (280.0k → 40.1k shares)
1.6%
07
$ATR
APTARGROUP INC
Q1 2026: Exited (was 994.3k shares)
1.4%
08
$DCI
DONALDSON CO INC
Q1 2026: Exited (was 1.49M shares)
1.3%
09
$HUBB
HUBBELL INC
Q1 2026: Exited (was 223.5k shares)
1.3%
10
$JNJ
JOHNSON & JOHNSON
Q1 2026: Sold 90.6% (295.2k → 27.7k shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:39 UTC.