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Boston Trust Walden Corp 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Boston Trust Walden Corp
报告期 2026-03-31 · CIK 0001534866
持仓数
388
前50大市值合计
$6.01B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 9
增持 32
减持 104
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
GMED
GLOBUS MEDICAL INC-A
+$67.9M
1,185,461
减持
WAT
WATERS CORP
-$66.0M
122,384
-58%
建仓
NYT
NEW YORK TIMES CO CL A
+$58.2M
1,014,096
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
FDS
FACTSET RESH SYS INC
-$49.9M
290,323
-2%
减持
—
ACCENTURE PLC-CL A
-$48.8M
458,658
-15%
减持
AAPL
APPLE INC
+$46.5M
1,597,030
-9%
减持
COLM
COLUMBIA SPORTSWEAR CO
-$46.5M
510,999
-57%
减持
SIGI
SELECTIVE INS GROUP INC
-$46.1M
617,500
-44%
增持
TER
TERADYNE INC
+$45.7M
611,282
+43%
减持
EVR
EVERCORE PARTNERS INC-CL A
-$42.8M
35,729
-82%
建仓
GDDY
GODADDY INC
+$41.8M
305,224
增持
SFM
SPROUTS FARMERS MARKET INC
+$39.5M
398,507
+1588%
减持
NTRS
NORTHERN TRUST CORPORATION
-$37.6M
547,936
-38%
减持
GOOG
ALPHABET INC-CL C
+$37.6M
931,257
-13%
减持
GOOGL
ALPHABET INC-A
+$36.8M
1,057,221
-15%
清仓
INDB
INDEPENDENT BANK CORP/MA
-$36.8M
0
-100%
减持
CLX
CLOROX COMPANY
-$36.5M
3,048
-99%
清仓
MTX
MINERALS TECHNOLOGIES INC
-$36.3M
0
-100%
减持
HAE
HAEMONETICS CORP/MASS
-$34.7M
956,690
-12%
增持
NVDA
NVIDIA CORP
+$33.3M
995,861
+3%
建仓
FTNT
FORTINET INC
+$30.5M
363,180
增持
MEDP
MEDPACE HOLDINGS INC
+$30.3M
151,200
+0%
减持
SEIC
SEI INVESTMENTS COMPANY
-$29.3M
1,105,409
-19%
增持
PRGS
PROGRESS SOFTWARE CORP
-$29.0M
1,950,676
+9%
建仓
TRNO
TERRENO RLTY CORP
+$27.0M
475,019
建仓
BIO
BIO RAD LABS INC
+$26.8M
95,448
减持
DE
DEERE & CO
-$25.7M
165,595
-17%
减持
DCI
DONALDSON CO INC
+$25.2M
2,702,725
-4%
减持
—
CHUBB LTD
-$24.1M
342,404
-18%
建仓
LKFN
LAKELAND FINANCIAL CORP
+$24.0M
373,331
增持
AYI
ACUITY INC
+$23.5M
319,092
+10%
减持
CVCO
CAVCO INDUSTRIES INC
+$22.9M
161,573
-1%
减持
JNJ
JOHNSON & JOHNSON
-$22.5M
714,594
-30%
减持
CSCO
CISCO SYSTEMS INC
-$22.0M
1,356,109
-18%
建仓
PSMT
PRICESMART INC
+$21.9M
180,831
增持
CBSH
COMMERCE BANCSHARES INC
+$21.5M
1,903,362
+28%
减持
V
VISA INC
-$21.5M
509,138
-7%
减持
SLGN
SILGAN HOLDINGS INC
-$19.2M
1,629,030
-1%
减持
MSFT
MICROSOFT CORP
-$19.1M
1,054,523
-7%
清仓
—
INMODE LTD
-$19.0M
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$18.4M
40,100
+1490%
减持
UPS
UNITED PARCEL SERVICE-CL B
-$17.8M
396,947
-21%
减持
PEP
PEPSICO INC
-$17.7M
565,525
-23%
减持
CMCSA
COMCAST CORP NEW CL A
-$17.3M
982,141
-27%
减持
HALO
HALOZYME THERAPEUTICS INC
+$17.2M
833,893
-1%
减持
UNP
UNION PACIFIC CORP
-$17.1M
337,463
-20%
减持
JPM
JPMORGAN CHASE & CO
-$16.5M
825,787
-14%
增持
INGR
INGREDION INC
+$16.5M
136,915
+6843%
减持
SYK
STRYKER CORP
-$16.1M
287,909
-7%
减持
ORCL
ORACLE CORP
+$16.1M
506,419
-12%
清仓
ICUI
ICU MEDICAL INC
-$16.0M
0
-100%
减持
PG
PROCTER & GAMBLE CO/THE
-$15.7M
428,798
-16%
增持
AOS
SMITH (A.O.) CORP
+$15.5M
946,625
+15%
减持
CHE
CHEMED CORP
-$15.5M
234,466
-5%
减持
ADP
AUTOMATIC DATA PROCESSING
-$15.3M
470,778
-5%
减持
PBH
PRESTIGE CONSMR HEALTHCARE INC
-$14.8M
786,086
-2%
减持
FLO
FLOWERS FOODS INC COM
-$14.6M
1,847,350
-24%
减持
IDCC
INTERDIGITAL INC
+$14.3M
215,145
-19%
减持
CRVL
CORVEL CORP
-$14.2M
529,082
-1%
减持
AXP
AMERICAN EXPRESS CO
-$14.1M
242,786
-18%
减持
ACLS
AXCELIS TECHNOLOGIES INC
-$14.0M
460,287
-46%
增持
CRL
CHARLES RIVER LABORATORIES INT
+$13.9M
307,242
+36%
减持
AIT
APPLIED INDUSTRIAL TECH INC
+$13.5M
503,977
-1%
增持
CPT
CAMDEN PROPERTY TRUST
+$13.3M
459,554
+45%
减持
TDC
TERADATA CORP DEL COM
-$13.0M
1,433,098
-27%
减持
SXT
SENSIENT TECHNOLOGIES CORP COM
-$12.8M
388,983
-22%
减持
IBP
INSTALLED BLDG PRODS INC
+$12.7M
266,893
-9%
增持
ATO
ATMOS ENERGY CORP
+$12.6M
360,997
+13%
减持
COST
COSTCO WHOLESALE CORP
-$12.3M
125,264
-3%
减持
UFPT
UFP TECHNOLOGIES INC
-$12.1M
251,845
-1%
减持
POWI
POWER INTEGRATIONS INC
-$11.6M
703,240
-1%
减持
—
TE CONNECTIVITY LTD
+$11.5M
310,613
-8%
减持
LULU
LULULEMON ATHLETICA INC
-$11.3M
122,086
-12%
增持
QLYS
QUALYS INC
-$10.9M
1,146,289
+1%
增持
RPM
RPM INTERNATIONAL INC
+$10.9M
652,716
+9%
减持
ES
EVERSOURCE ENERGY
-$10.8M
704,842
-26%
增持
CHH
CHOICE HOTELS INTL INC
-$10.6M
1,046,784
+8%
增持
—
JAZZ PHARMACEUTICALS PLC
+$10.6M
408,827
+0%
减持
BKNG
BOOKING HLDGS INC
-$10.6M
9,541
-11%
减持
MRK
MERCK & CO INC NEW
-$10.4M
480,181
-25%
减持
AMAT
APPLIED MATERIALS, INC.
-$10.3M
472,897
-19%
减持
GWW
WW GRAINGER INC
-$10.3M
53,264
-9%
增持
WTRG
ESSENTIAL UTILS INC
+$10.2M
2,624,985
+3%
减持
—
TOPBUILD CORP
+$10.0M
149,200
-0%
减持
QCOM
QUALCOMM INC
-$9.9M
212,439
-25%
减持
UNH
UNITED HEALTH GROUP INC
-$9.8M
155,900
-24%
减持
CNS
COHEN & STEERS INC
-$9.7M
912,615
-1%
减持
—
CHECK POINT SOFTWARE TECH LTOR
-$9.6M
368,051
-5%
减持
—
CSG SYSTEMS INTL INC
-$9.5M
843,455
-14%
清仓
ANSS
ANSYS INC COM
-$9.3M
0
-100%
增持
CPK
CHESAPEAKE UTILITIES CORP
+$9.3M
323,761
+13%
减持
DGX
QUEST DIAGNOSTICS INC
-$9.2M
29,594
-64%
减持
WHD
CACTUS INC CL A
-$9.1M
1,137,754
-8%
减持
SLB
SLB LIMITED
-$9.1M
309,484
-47%
减持
CL
COLGATE-PALMOLIVE CO
-$8.7M
162,684
-32%
增持
SMPL
SIMPLY GOOD FOODS CO
-$8.5M
3,520,960
+16%
增持
WEC
WEC ENERGY GROUP INC COM
+$8.4M
202,588
+43%
减持
DFIN
DONNELLEY FINL SOLUTIONS INC
-$8.3M
733,921
-2%
减持
LFUS
LITTELFUSE INC
+$8.2M
273,866
-1%
增持
VOO
VANGUARD S&P 500 ETF
+$8.0M
54,405
+22%
减持
AVY
AVERY DENNISON CORP
-$8.0M
284,531
-8%
减持
MTB
M & T BANK CORP
-$7.9M
8,170
-83%
减持
OGS
ONE GAS INC
+$7.9M
1,048,225
-2%
增持
MKC
MCCORMICK & CO INC
-$7.8M
1,109,954
+2%
减持
ADBE
ADOBE INC
-$7.7M
80,507
-14%
减持
APD
AIR PRODUCTS & CHEMICALS INC
-$7.7M
234,116
-8%
减持
VZ
VERIZON COMMUNICATIONS
-$7.6M
120,296
-60%
减持
IBOC
INTERNATIONAL BANCSHARES CRP
-$7.6M
1,249,399
-11%
增持
MS
MORGAN STANLEY
+$7.6M
178,998
+21%
减持
PAYC
PAYCOM SOFTWARE INC
-$7.5M
319,920
-0%
减持
IDA
IDACORP INC
+$7.4M
551,363
-3%
减持
BALL
BALL CORP
-$7.3M
106,482
-53%
减持
GPC
GENUINE PARTS CO
-$7.2M
285,340
-26%
减持
SYY
SYSCO CORP
-$7.2M
941,537
-16%
减持
—
MEDTRONIC INC
-$7.0M
52,054
-62%
减持
WSM
WILLIAMS-SONOMA INC
+$6.9M
327,950
-6%
减持
TROW
T ROWE PRICE GROUP INC
-$6.8M
202,027
-29%
增持
BJ
BJ'S WHOLESALE CLUB HOLDINGS
-$6.7M
924,785
+7%
减持
USB
US BANCORP
-$6.5M
95,946
-61%
减持
MRSH
MARSH MCLENNAN COS INC
-$6.4M
177,555
-8%
减持
IWM
ISHARES DJ RUSSELL 2000 TR ETF
-$6.4M
9,535
-76%
减持
VMI
VALMONT INDUSTRIES
+$6.3M
113,622
-2%
减持
—
AMDOCS LTD ORD
-$6.3M
678,618
-0%
增持
GPK
GRAPHIC PACKAGING HLDG CO
+$6.1M
1,609,080
+34%
增持
ATEN
A10 NETWORKS INC
+$6.1M
2,639,992
+22%
减持
LSTR
LANDSTAR SYSTEM INC
-$5.9M
326,370
-1%
减持
AFG
AMERICAN FINANCIAL GROUP INC
+$5.9M
543,282
-6%
减持
WTS
WATTS WATER TECHNOLOGIES-A
+$5.8M
477,613
-8%
增持
JKHY
JACK HENRY & ASSOCIATES INC
+$5.7M
372,776
+35%
减持
LAMR
LAMAR ADVERTISING CO-A
-$5.6M
322,596
-13%
减持
JLL
JONES LANG LASALLE INC
+$5.6M
281,054
-8%
增持
AM
ANTERO MIDSTREAM CORP
+$5.5M
3,738,016
+5%
减持
AVB
AVALONBAY COMMUNITIES INC
-$5.5M
49,359
-33%
减持
SBUX
STARBUCKS CORP
-$5.4M
181,702
-20%
减持
COP
CONOCOPHILLIPS
-$5.4M
326,196
-19%
减持
AMGN
AMGEN INC.
-$5.3M
14,670
-57%
增持
TXRH
TEXAS ROADHOUSE INC
-$5.1M
239,122
+0%
减持
AZO
AUTOZONE INC
-$5.0M
17,326
-19%
增持
IEX
IDEX CORP COM
-$4.8M
382,246
+0%
减持
CORT
CORCEPT THERAPEUTICS INC
+$4.7M
562,261
-2%
增持
NDSN
NORDSON CORPORATION
+$4.5M
355,833
+0%
减持
ON
ON SEMICONDUCTOR CORPORATION
-$4.5M
173,295
-30%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS
-$4.5M
42,862
-55%
减持
FCPT
FOUR CORNERS PPTY TR INC COM
-$4.4M
1,522,062
-1%
减持
AMPH
AMPHASTAR PHARMACEUTICALS INC
+$4.3M
1,173,107
-0%
减持
ROST
ROSS STORES INC
+$4.2M
571,274
-12%
建仓
PYPL
PAYPAL HOLDINGS INC
+$4.2M
62,825
减持
HRB
BLOCK H & R INC
-$4.1M
857,095
-1%
减持
MGY
MAGNOLIA OIL & GAS CORP
+$4.1M
3,942,736
-2%
减持
EXPD
EXPEDITORS INTL WASH INC
+$4.0M
490,546
-0%