Boston Trust Walden Corp

13F filer, CIK 1534866, BOSTON, MA

Boston Trust Walden Corp reported $13,687,276,134 across 372 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-21. Its ten largest share positions make up 17.45% of the portfolio.

Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001534866-25-000007

Period: 2025-03-31
Reported value: $13.7B
Holdings: 372
Top 10 weight: 17.45%
New: 10
Sold out: 17

Part of the filer group Boston Trust Walden Corp

Boston Partners Boston Partners Trust Co +2 others

How groups are built

Largest buys vs the previous quarter

Security	Shares change	Approx. value
ZBHnew	+478,073	$54.1M
AMnew	+2,848,303	$51.3M
PGadded	+225,389	$38.4M
NTAPadded	+436,805	$38.4M
AMZNadded	+187,373	$35.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
GMEDexited	-619,652	-$51.3M
WATreduced	-129,767	-$47.8M
CORTreduced	-314,261	-$35.9M
FLOreduced	-1,570,553	-$29.9M
PKGreduced	-149,072	-$29.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001534866-25-000007, largest first. % of portfolio is the value over $13,687,276,134, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
MSFTMICROSOFT CORP	1,182,109	$444M	3.24%	-71,481	Timeline
AAPLAPPLE INC	1,804,596	$401M	2.93%	-51,710	Timeline
JPMJPMORGAN CHASE & CO	1,013,605	$249M	1.82%	-13,997	Timeline
VVISA INC	646,946	$227M	1.66%	-22,970	Timeline
GOOGLALPHABET INC	1,337,747	$207M	1.51%	-50,409	Timeline
JNJJOHNSON & JOHNSON	1,092,003	$181M	1.32%	+6,348	Timeline
DCIDONALDSON INC	2,621,959	$176M	1.28%	-27,873	Timeline
GOOGALPHABET INC	1,084,185	$169M	1.24%	-82,869	Timeline
ATRAPTARGROUP INC	1,139,603	$169M	1.24%	+5,892	Timeline
ACNACCENTURE PLC IRELAND	531,922	$166M	1.21%	-80,524	Timeline
ADPAUTOMATIC DATA PROCESSING IN	511,992	$156M	1.14%	-8,180	Timeline
UNHUNITEDHEALTH GROUP INC	294,562	$154M	1.13%	-1,501	Timeline
CHECHEMED CORP NEW	246,351	$152M	1.11%	+4,179	Timeline
CFRCULLEN FROST BANKERS INC	1,112,477	$139M	1.02%	+60,187	Timeline
FDSFACTSET RESH SYS INC	297,070	$135M	0.99%	-4,544	Timeline
CBCHUBB LIMITED	446,892	$135M	0.99%	-245	Timeline
QLYSQUALYS INC	1,049,813	$132M	0.97%	+190	Timeline
EXLSEXLSERVICE HLDGS INC	2,699,046	$127M	0.93%	-337,270	Timeline
CHHCHOICE HOTELS INTL INC	945,128	$125M	0.92%	-4,458	Timeline
COSTCOSTCO WHOLESALE CORPORATION	131,659	$125M	0.91%	-17,419	Timeline
COOCOOPER COS INC	1,437,977	$121M	0.89%	+58,687	Timeline
SYKSTRYKER CORPORATION	320,968	$119M	0.87%	-7,252	Timeline
CINFCINCINNATI FINL CORP	804,777	$119M	0.87%	+8,997	Timeline
UNPUNION PAC CORP	495,557	$117M	0.86%	-3,272	Timeline
PEPPEPSICO INC	762,081	$114M	0.83%	-13,554	Timeline
AITAPPLIED INDL TECHNOLOGIES IN	498,105	$112M	0.82%	-4,678	Timeline
DEDEERE & CO	238,990	$112M	0.82%	-10,231	Timeline
CSCOCISCO SYS INC	1,761,844	$109M	0.79%	+9,844	Timeline
BJBJS WHSL CLUB HLDGS INC	951,469	$109M	0.79%	-38,625	Timeline
STAGSTAG INDUSTRIAL INC	2,942,495	$106M	0.78%	+437,527	Timeline
WATWATERS CORP	287,800	$106M	0.77%	-129,767	Timeline
AZOAUTOZONE INC	27,754	$106M	0.77%	-1,806	Timeline
WTSWATTS WATER TECHNOLOGIES INC	513,529	$105M	0.77%	-5,569	Timeline
SMPLSIMPLY GOOD FOODS CO	3,002,668	$104M	0.76%	-28,906	Timeline
SEICSEI INVTS CO	1,325,479	$103M	0.75%	+19,150	Timeline
CVCOCAVCO INDS INC DEL	191,822	$99.7M	0.73%	-2,073	Timeline
HUBBHUBBELL INC	300,974	$99.6M	0.73%	+4,117	Timeline
WTRGESSENTIAL UTILS INC	2,476,811	$97.9M	0.72%	+349,904	Timeline
CHKPCHECK POINT SOFTWARE TECH LT	421,859	$96.2M	0.7%	-65,424	Timeline
SIGISELECTIVE INS GROUP INC	1,046,667	$95.8M	0.7%	-8,654	Timeline
SLGNSILGAN HLDGS INC	1,856,301	$94.9M	0.69%	-20,856	Timeline
PRGSPROGRESS SOFTWARE CORP	1,763,845	$90.9M	0.66%	-17,570	Timeline
CBSHCOMMERCE BANCSHARES INC	1,455,496	$90.6M	0.66%	-13,358	Timeline
COLMCOLUMBIA SPORTSWEAR CO	1,193,033	$90.3M	0.66%	-91,107	Timeline
IBOCINTERNATIONAL BANCSHARES COR	1,398,049	$88.2M	0.64%	-14,484	Timeline
DLBDOLBY LABORATORIES INC	1,075,814	$86.4M	0.63%	-8,886	Timeline
ROSTROSS STORES INC	671,379	$85.8M	0.63%	-947	Timeline
NTRSNORTHERN TR CORP	863,619	$85.2M	0.62%	-65,235	Timeline
NVDANVIDIA CORPORATION	780,012	$84.5M	0.62%	+234,080	Timeline
MKCMCCORMICK & CO INC	1,003,478	$82.6M	0.6%	+347,141	Timeline
ORCLORACLE CORP	588,142	$82.2M	0.6%	+24,112	Timeline
PGPROCTER & GAMBLE CO	482,323	$82.2M	0.6%	+225,389	Timeline
AMATAPPLIED MATLS INC	564,893	$82M	0.6%	-27,303	Timeline
XOMEXXON MOBIL CORP	684,974	$81.5M	0.6%	-6,539	Timeline
MGYMAGNOLIA OIL & GAS CORP	3,178,608	$80.3M	0.59%	+88,021	Timeline
OGSONE GAS INC	1,052,678	$79.6M	0.58%	-5,829	Timeline
ALLEALLEGION PLC	608,020	$79.3M	0.58%	+138,294	Timeline
BDXBECTON DICKINSON & CO	345,182	$79.1M	0.58%	-6,612	Timeline
PAYCPAYCOM SOFTWARE INC	359,909	$78.6M	0.57%	+214	Timeline
APDAIR PRODUCTS AND CHEMICALS I	263,203	$77.6M	0.57%	-6,505	Timeline
CRVLCORVEL CORP	677,830	$75.9M	0.55%	-12,223	Timeline
CBOECBOE GLOBAL MKTS INC	330,059	$74.7M	0.55%	+11,137	Timeline
WHDCACTUS INC	1,606,948	$73.6M	0.54%	-190,541	Timeline
CNSCOHEN & STEERS INC	911,431	$73.1M	0.53%	-9,152	Timeline
JLLJONES LANG LASALLE INC	292,148	$72.4M	0.53%	-13,620	Timeline
SNASNAP ON INC	212,978	$71.8M	0.52%	+2,441	Timeline
HAEHAEMONETICS CORP MASS	1,118,331	$71.1M	0.52%	+202,609	Timeline
PBHPRESTIGE CONSMR HEALTHCARE I	819,282	$70.4M	0.51%	-12,345	Timeline
SYYSYSCO CORP	926,595	$69.5M	0.51%	+122,250	Timeline
CORTCORCEPT THERAPEUTICS INC	584,800	$66.8M	0.49%	-314,261	Timeline
AFGAMERICAN FINANCIAL GROUP INC	503,221	$66.1M	0.48%	+40,822	Timeline
LOWLOWES COS INC	279,906	$65.3M	0.48%	-20,711	Timeline
IDAIDACORP INC	559,482	$65M	0.48%	-4,702	Timeline
LECOLINCOLN ELEC HLDGS INC	330,822	$62.6M	0.46%	+2,079	Timeline
ESEVERSOURCE ENERGY	990,619	$61.5M	0.45%	-11,385	Timeline
CMCSACOMCAST CORP NEW	1,667,108	$61.5M	0.45%	-724,847	Timeline
AXPAMERICAN EXPRESS CO	224,971	$60.5M	0.44%	+6,290	Timeline
CSGSCSG SYS INTL INC	997,302	$60.3M	0.44%	-68,182	Timeline
UPSUNITED PARCEL SVCS INC	547,181	$60.2M	0.44%	-61,792	Timeline
THGHANOVER INS GROUP INC	345,374	$60.1M	0.44%	-6,223	Timeline
FELEFRANKLIN ELEC INC	639,056	$60M	0.44%	-9,460	Timeline
RPMRPM INTL INC	509,206	$58.9M	0.43%	-395	Timeline
DOXAMDOCS LTD	641,094	$58.7M	0.43%	-769	Timeline
GWWWW GRAINGER INC	59,264	$58.5M	0.43%	+298	Timeline
NDSNNORDSON CORP	289,633	$58.4M	0.43%	-586	Timeline
STESTERIS PLC	256,271	$58.1M	0.42%	+31,530	Timeline
MRSHMARSH & MCLENNAN COS INC	237,831	$58M	0.42%	-5,566	Timeline
AMZNAMAZON COM INC	299,939	$57.1M	0.42%	+187,373	Timeline
TTCTORO CO	779,419	$56.7M	0.41%	+445,287	Timeline
IDCCINTERDIGITAL INC	273,006	$56.4M	0.41%	-4,565	Timeline
LFUSLITTELFUSE INC	285,740	$56.2M	0.41%	-3,045	Timeline
ADIANALOG DEVICES INC	278,421	$56.1M	0.41%	-25,888	Timeline
EXPDEXPEDITORS INTL WASH INC	464,545	$55.9M	0.41%	-2,849	Timeline
COPCONOCOPHILLIPS	527,604	$55.4M	0.4%	-46,795	Timeline
HALOHALOZYME THERAPEUTICS INC	866,872	$55.3M	0.4%	-7,209	Timeline
MTDRMATADOR RES CO	1,075,611	$55M	0.4%	+6,251	Timeline
METAMETA PLATFORMS INC	94,123	$54.2M	0.4%	+30,083	Timeline
MRKMERCK & CO INC	603,176	$54.1M	0.4%	-30,447	Timeline
ZBHZIMMER BIOMET HOLDINGS INC	478,073	$54.1M	0.4%	new	Timeline
AYIACUITY INC	202,482	$53.3M	0.39%	-3,425	Timeline
ATOATMOS ENERGY CORP	340,650	$52.7M	0.38%	-28,882	Timeline
MZTIMARZETTI COMPANY	300,326	$52.6M	0.38%	-4,938	Timeline
WSMWILLIAMS SONOMA INC	331,790	$52.5M	0.38%	-101,548	Timeline
AVYAVERY DENNISON CORP	294,709	$52.4M	0.38%	+4,201	Timeline
BKNGBOOKING HOLDINGS INC	11,350	$52.3M	0.38%	+129	Timeline
FFIVF5 INC	194,847	$51.9M	0.38%	+27	Timeline
AOSSMITH A O CORP	787,518	$51.5M	0.38%	+10,264	Timeline
AMANTERO MIDSTREAM CORP	2,848,303	$51.3M	0.37%	new	Timeline
ITWILLINOIS TOOL WKS INC	205,889	$51.1M	0.37%	-5,781	Timeline
TELTE CONNECTIVITY PLC	353,837	$50M	0.37%	-13,318	Timeline
IEXIDEX CORP	272,474	$49.3M	0.36%	+40,460	Timeline
LAMRLAMAR ADVERTISING CO	431,856	$49.1M	0.36%	+11,216	Timeline
SCISERVICE CORP INTL	612,552	$49.1M	0.36%	-392	Timeline
PLXSPLEXUS CORP	378,248	$48.5M	0.35%	-6,036	Timeline
MSMMSC INDL DIRECT INC	616,553	$47.9M	0.35%	-1,550	Timeline
JKHYHENRY JACK & ASSOC INC	260,406	$47.6M	0.35%	+40,859	Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATI	163,578	$46.2M	0.34%	+168	Timeline
QCOMQUALCOMM INC	298,048	$45.8M	0.33%	+8,517	Timeline
FCPTFOUR CORNERS PPTY TR INC	1,578,610	$45.3M	0.33%	+267,537	Timeline
BMIBADGER METER INC	235,081	$44.7M	0.33%	-4,229	Timeline
IBPINSTALLED BLDG PRODS INC	258,256	$44.3M	0.32%	+93,411	Timeline
GPCGENUINE PARTS CO	369,755	$44.1M	0.32%	+9,932	Timeline
NTAPNETAPP INC	498,520	$43.8M	0.32%	+436,805	Timeline
AAGILENT TECHNOLOGIES INC	371,673	$43.5M	0.32%	-13,459	Timeline
UFPTUFP TECHNOLOGIES INC	214,147	$43.2M	0.32%	+106,197	Timeline
FLOFLOWERS FOODS INC	2,260,631	$43M	0.31%	-1,570,553	Timeline
BLDTOPBUILD COR	140,021	$42.7M	0.31%	-41	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	79,197	$42.2M	0.31%	-510	Timeline
CLXCLOROX CO DEL	285,235	$42M	0.31%	+414	Timeline
LULULULULEMON ATHLETICA INC	146,630	$41.5M	0.3%	+5,363	Timeline
MEDPMEDPACE HLDGS INC	134,804	$41.1M	0.3%	+229	Timeline
ACLSAXCELIS TECHNOLOGIES INC	826,332	$41M	0.3%	+6,216	Timeline
LSTRLANDSTAR SYS INC	273,220	$41M	0.3%	-4,300	Timeline
MTDMETTLER TOLEDO INTERNATIONAL	34,610	$40.9M	0.3%	+2,296	Timeline
EWBCEAST WEST BANCORP INC	455,040	$40.8M	0.3%	-8,047	Timeline
HRBBLOCK H & R INC	735,757	$40.4M	0.3%	+252,185	Timeline
ADBEADOBE INC	103,218	$39.6M	0.29%	-23,411	Timeline
CUBECUBESMART	906,727	$38.7M	0.28%	+176	Timeline
MTXMINERALS TECHNOLOGIES INC	604,238	$38.4M	0.28%	-10,285	Timeline
SXTSENSIENT TECHNOLOGIES CORP	513,134	$38.2M	0.28%	-5,938	Timeline
INDBINDEPENDENT BK CORP MASS	598,734	$37.5M	0.27%	-8,009	Timeline
CPKCHESAPEAKE UTILS CORP	291,835	$37.5M	0.27%	-3,515	Timeline
POWIPOWER INTEGRATIONS INC	733,747	$37.1M	0.27%	-5,537	Timeline
USPHU S PHYSICAL THERAPY	510,819	$37M	0.27%	-7,856	Timeline
TXRHTEXAS ROADHOUSE INC	221,740	$36.9M	0.27%	-779	Timeline
DHID R HORTON INC	286,603	$36.4M	0.27%	+1,497	Timeline
TDCTERADATA CORP DEL	1,616,870	$36.3M	0.27%	-12,248	Timeline
CPTCAMDEN PPTY TR	294,842	$36.1M	0.26%	+247	Timeline
AMPHAMPHASTAR PHARMACEUTICALS IN	1,215,624	$35.2M	0.26%	+236,704	Timeline
MASMASCO CORP	489,907	$34.1M	0.25%	+171	Timeline
NKENIKE INC	535,992	$34M	0.25%	-18,524	Timeline
KLACKLA CORP	49,686	$33.8M	0.25%	+1,119	Timeline
VMIVALMONT INDS INC	117,894	$33.6M	0.25%	-2,964	Timeline
TERTERADYNE INC	404,764	$33.4M	0.24%	-3,413	Timeline
DFINDONNELLEY FINL SOLUTIONS INC	762,656	$33.3M	0.24%	-11,101	Timeline
EVREVERCORE INC	164,029	$32.8M	0.24%	-35,008	Timeline
GPKGRAPHIC PACKAGING HLDG CO	1,245,385	$32.3M	0.24%	-11,294	Timeline
CRLCHARLES RIV LABS INTL INC	205,402	$30.9M	0.23%	+919	Timeline
ICUIICU MED INC	216,665	$30.1M	0.22%	-100,581	Timeline
CATYCATHAY GEN BANCORP	666,252	$28.7M	0.21%	-10,841	Timeline
TROWPRICE T ROWE GROUP INC	309,571	$28.4M	0.21%	-81,355	Timeline
BLKBLACKROCK INC	29,888	$28.3M	0.21%	+2,786	Timeline
ATENA10 NETWORKS INC	1,645,924	$26.9M	0.2%	new	Timeline
UMBFUMB FINL CORP	262,931	$26.6M	0.19%	-5,019	Timeline
AKAMAKAMAI TECHNOLOGIES INC	328,987	$26.5M	0.19%	+828	Timeline
SRCE1ST SOURCE CORP	411,510	$24.6M	0.18%	-7,058	Timeline
INMDINMODE LTD	1,365,291	$24.2M	0.18%	-2,085	Timeline
SBUXSTARBUCKS CORP	242,931	$23.8M	0.17%	-67,132	Timeline
PAYXPAYCHEX INC	149,236	$23M	0.17%	-16,522	Timeline
UTLUNITIL CORP	383,285	$22.1M	0.16%	-4,160	Timeline
JAZZJAZZ PHARMACEUTICALS PLC	178,012	$22.1M	0.16%	new	Timeline
HPHELMERICH & PAYNE INC	836,173	$21.8M	0.16%	-487,446	Timeline
CVXCHEVRON CORPORATION	129,505	$21.7M	0.16%	-3,908	Timeline
CLCOLGATE PALMOLIVE CO	228,138	$21.4M	0.16%	+29,320	Timeline
HSYHERSHEY CO	123,187	$21.1M	0.15%	-152,947	Timeline
CHDCHURCH & DWIGHT CO INC	187,097	$20.6M	0.15%	-11,241	Timeline
MCDMCDONALDS CORP	65,165	$20.4M	0.15%	-2,187	Timeline
EWEDWARDS LIFESCIENCES CORP	279,902	$20.3M	0.15%	-2,470	Timeline
VOOVANGUARD INDEX FDS	38,499	$19.8M	0.14%	+14,567	Timeline
NSPINSPERITY INC	220,467	$19.7M	0.14%	+572	Timeline
BKRBAKER HUGHES COMPANY	414,685	$18.2M	0.13%	-21,280	Timeline
TFXTELEFLEX INCORPORATED	131,364	$18.2M	0.13%	-163,250	Timeline
SLBSLB LIMITED	395,261	$16.5M	0.12%	+69,017	Timeline
AVBAVALONBAY CMNTYS INC	75,542	$16.2M	0.12%	-3,737	Timeline
HDHOME DEPOT INC	42,249	$15.5M	0.11%	-521	Timeline
PNCPNC FINL SVCS GROUP INC	85,917	$15.1M	0.11%	-1,305	Timeline
LMTLOCKHEED MARTIN CORP	32,768	$14.6M	0.11%	+5,220	Timeline
DGXQUEST DIAGNOSTICS INC	84,725	$14.3M	0.1%	+11,795	Timeline
VZVERIZON COMMUNICATIONS INC	308,894	$14M	0.1%	+37,150	Timeline
VSGXVANGUARD WORLD FD	235,877	$13.9M	0.1%	+18,767	Timeline
AMGNAMGEN INC	44,520	$13.9M	0.1%	+5,983	Timeline
AWKAMERICAN WTR WKS CO INC NEW	93,173	$13.7M	0.1%	+50,490	Timeline
WECWEC ENERGY GROUP INC	125,266	$13.7M	0.1%	+9,120	Timeline
MDTMEDTRONIC PLC	141,389	$12.7M	0.09%	+8,047	Timeline
BALLBALL CORP	229,173	$11.9M	0.09%	+12,665	Timeline
ORLYOREILLY AUTOMOTIVE INC	8,216	$11.8M	0.09%	-225	Timeline
TJXTJX COS INC NEW	95,284	$11.6M	0.08%	-2,100	Timeline
AMEAMETEK INC	67,405	$11.6M	0.08%	-860	Timeline
VWOVANGUARD INTL EQUITY INDEX F	241,914	$10.9M	0.08%	-19,200	Timeline
USBUS BANCORP	255,996	$10.8M	0.08%	+70,967	Timeline
PKGPACKAGING CORP AMER	53,083	$10.5M	0.08%	-149,072	Timeline
SSTKSHUTTERSTOCK INC	557,583	$10.4M	0.08%	+6,866	Timeline
ONON SEMICONDUCTOR CORP	254,832	$10.4M	0.08%	+142,388	Timeline
CNMCORE & MAIN INC	202,570	$9.79M	0.07%	new	Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIO	122,849	$9.4M	0.07%	-9,160	Timeline
CLBCORE LABORATORIES INC	610,889	$9.16M	0.07%	-6,447	Timeline
DHRDANAHER CORP DEL	44,292	$9.08M	0.07%	-663	Timeline
ULTAULTA BEAUTY INC	24,733	$9.07M	0.07%	-340	Timeline
VEEVVEEVA SYS INC	37,545	$8.7M	0.06%	-335	Timeline
MTBM & T BK CORP	48,278	$8.63M	0.06%	-555	Timeline
BROBROWN & BROWN INC	67,773	$8.43M	0.06%	-545	Timeline
ANSYS INCANSYS INC	26,332	$8.34M	0.06%	-6,550
CHTRCHARTER COMMUNICATIONS INC	22,391	$8.25M	0.06%	-971	Timeline
ZTSZOETIS INC	49,018	$8.07M	0.06%	+7,542	Timeline
BRBROADRIDGE FINL SOLUTIONS IN	33,212	$8.05M	0.06%	-213	Timeline
NFLXNETFLIX INC.	8,225	$7.67M	0.06%	+7,313	Timeline
EAELECTRONIC ARTS INC	52,600	$7.6M	0.06%	-805	Timeline
LHLABCORP HOLDINGS INC	32,589	$7.58M	0.06%	-330	Timeline
ISRGINTUITIVE SURGICAL INC	14,312	$7.09M	0.05%	-365	Timeline
EMREMERSON ELEC CO	62,258	$6.83M	0.05%	-300	Timeline
GISGENERAL MILLS INC	112,980	$6.76M	0.05%	+12,068	Timeline
ABTABBOTT LABORATORIES	46,333	$6.15M	0.04%	-800	Timeline
ACIALBERTSONS COMPANIES INC	262,636	$5.78M	0.04%	0	Timeline
ABBVABBVIE INC	25,800	$5.41M	0.04%	+195	Timeline
ECLECOLAB INC	18,729	$4.75M	0.03%	-175	Timeline
CMECME GROUP INC	16,719	$4.44M	0.03%	+150	Timeline
VOVANGUARD INDEX FDS	16,465	$4.26M	0.03%	-10	Timeline
VTIVANGUARD INDEX FDS	14,998	$4.12M	0.03%	-15	Timeline
AVGOBROADCOM INC	24,160	$4.05M	0.03%	-145	Timeline
EOGEOG RES INC	30,643	$3.93M	0.03%	new	Timeline
SFMSPROUTS FMRS MKT INC	24,289	$3.71M	0.03%	-482	Timeline
MCOMOODYS CORP	7,380	$3.44M	0.03%	-100	Timeline
MAMASTERCARD INCORPORATED	6,124	$3.36M	0.02%	-50	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	5,825	$3.26M	0.02%	-37	Timeline
HONHONEYWELL INTL INC	15,037	$3.18M	0.02%	+213	Timeline
MMM3M CO	18,849	$2.77M	0.02%	-51	Timeline
IWDISHARES TR	14,638	$2.75M	0.02%	0	Timeline
KOCOCA COLA CO	38,064	$2.73M	0.02%	-25	Timeline
LLYELI LILLY & CO	3,284	$2.71M	0.02%	+40	Timeline
LINLINDE PLC	5,716	$2.66M	0.02%	-2	Timeline
VRSKVERISK ANALYTICS INC	8,074	$2.4M	0.02%	0	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	3	$2.4M	0.02%	0	Timeline
OMCOMNICOM GROUP INC	27,654	$2.29M	0.02%	-137,329	Timeline
NEENEXTERA ENERGY INC	32,004	$2.27M	0.02%	+500	Timeline
MANHMANHATTAN ASSOCIATES INC	12,922	$2.24M	0.02%	-435	Timeline
VLTOVERALTO CORP	22,124	$2.16M	0.02%	-163	Timeline
DGDOLLAR GEN CORP	23,783	$2.09M	0.02%	-2,000	Timeline
SAPSAP SE	7,400	$1.99M	0.01%	-125	Timeline
VVVANGUARD INDEX FDS	7,645	$1.96M	0.01%	0	Timeline
DSIISHARES TR	19,067	$1.95M	0.01%	-30	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	38,371	$1.93M	0.01%	-1,029	Timeline
INTUINTUIT	3,104	$1.91M	0.01%	0	Timeline
PFEPFIZER INC	72,862	$1.85M	0.01%	+1,821	Timeline
IWMISHARES TR	9,196	$1.83M	0.01%	-39,244	Timeline
PHPARKER-HANNIFIN CORP	2,950	$1.79M	0.01%	0	Timeline
BACBANK OF AMER CORP	42,162	$1.76M	0.01%	+2,954	Timeline
CMICUMMINS INC	5,465	$1.71M	0.01%	+205	Timeline
RYROYAL BK CDA	15,170	$1.71M	0.01%	0	Timeline
IWRISHARES TR	19,725	$1.68M	0.01%	-725	Timeline
WMWASTE MGMT INC DEL	7,049	$1.63M	0.01%	0	Timeline
SPGIS&P GLOBAL INC	3,152	$1.6M	0.01%	-7	Timeline
RTXRTX CORPORATION	11,897	$1.58M	0.01%	new	Timeline
IVVISHARES TR	2,606	$1.46M	0.01%	0	Timeline
AMCOR PLCAMCOR PLC	147,769	$1.43M	0.01%	0
FISVFISERV INC	6,338	$1.4M	0.01%	0	Timeline
KMBKIMBERLY-CLARK CORP	9,579	$1.36M	0.01%	-125	Timeline
EDCONSOLIDATED EDISON INC	12,098	$1.34M	0.01%	0	Timeline
WMTWALMART INC	14,800	$1.3M	0.01%	0	Timeline
NSCNORFOLK SOUTHN CORP	5,267	$1.25M	0.01%	-200	Timeline
VUGVANGUARD INDEX FDS	3,334	$1.24M	0.01%	0	Timeline
MCKMCKESSON CORP	1,795	$1.21M	0.01%	0	Timeline
GEGE AEROSPACE	5,430	$1.09M	0.01%	-309	Timeline
BF-ABROWN FORMAN CORP	32,400	$1.08M	0.01%	0	Timeline
SNPSSYNOPSYS INC	2,474	$1.06M	0.01%	0	Timeline
DEODIAGEO PLC	10,031	$1.05M	0.01%	-16,655	Timeline
CVSCVS HEALTH CORP	15,428	$1.05M	0.01%	-200	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	2,051	$1.02M	0.01%	0	Timeline
WFCWELLS FARGO & CO	13,515	$970K	0.01%	0	Timeline
XLKSELECT SECTOR SPDR TR	4,651	$960K	0.01%	-415	Timeline
VXFVANGUARD INDEX FDS	5,507	$949K	0.01%	-1,698	Timeline
REGNREGENERON PHARMACEUTICALS	1,453	$922K	0.01%	0	Timeline
TSLATESLA INC	3,343	$866K	0.01%	-105	Timeline
PSXPHILLIPS 66	6,993	$863K	0.01%	-300	Timeline
RSPINVESCO EXCHANGE TRADED FD T	4,950	$857K	0.01%	new	Timeline
NOCNORTHROP GRUMMAN CORP	1,668	$854K	0.01%	0	Timeline
DISDISNEY WALT CO	8,576	$846K	0.01%	-900	Timeline
STTSTATE STR CORP	9,407	$842K	0.01%	0	Timeline
TGTTARGET CORP	7,963	$831K	0.01%	-385	Timeline
IWBISHARES TR	2,705	$830K	0.01%	0	Timeline
IBMINTERNATIONAL BUSINESS MACHS	3,302	$821K	0.01%	0	Timeline
IJRISHARES TR	7,773	$813K	0.01%	-854	Timeline
BMYBRISTOL-MYERS SQUIBB CO	13,207	$805K	0.01%	0	Timeline
VIGVANGUARD SPECIALIZED FUNDS	3,952	$767K	0.01%	0	Timeline
VEAVANGUARD TAX-MANAGED FDS	15,077	$766K	0.01%	+5,870	Timeline
INTCINTEL CORP	33,223	$754K	0.01%	-2,525	Timeline
PPGPPG INDS INC	6,840	$748K	0.01%	-740	Timeline
ETNEATON CORP PLC	2,659	$723K	0.01%	0	Timeline
CBTCABOT CORP	8,600	$715K	0.01%	0	Timeline
DFACDIMENSIONAL ETF TRUST	21,537	$711K	0.01%	0	Timeline
MDLZMONDELEZ INTL INC	10,253	$696K	0.01%	+525	Timeline
TRVTRAVELERS COMPANIES INC	2,586	$684K	<0.01%	0	Timeline
BSXBOSTON SCIENTIFIC CORP	6,656	$671K	<0.01%	-3,275	Timeline
VTVANGUARD INTL EQUITY INDEX F	5,601	$649K	<0.01%	0	Timeline
CARRCARRIER GLOBAL CORPORATION	10,187	$646K	<0.01%	0	Timeline
LHXL3HARRIS TECHNOLOGIES INC	2,855	$598K	<0.01%	-274	Timeline
QUALISHARES TR	3,465	$592K	<0.01%	-125	Timeline
SHWSHERWIN WILLIAMS CO	1,674	$585K	<0.01%	0	Timeline
HCAHCA HEALTHCARE INC	1,683	$582K	<0.01%	-85	Timeline
WABWABTEC	3,201	$581K	<0.01%	+1	Timeline
GSGOLDMAN SACHS GROUP INC	1,054	$576K	<0.01%	0	Timeline
CRMSALESFORCE INC	2,056	$552K	<0.01%	0	Timeline
TXNTEXAS INSTRS INC	3,018	$542K	<0.01%	-25,670	Timeline
CSXCSX CORP	18,315	$539K	<0.01%	-357	Timeline
BF-BBROWN FORMAN CORP	15,757	$535K	<0.01%	-83,055	Timeline
UNILEVER PLCUNILEVER PLC	8,970	$534K	<0.01%	-60
SCHWCHARLES SCHWAB CORP (THE)	6,666	$522K	<0.01%	0	Timeline
BABOEING CO	3,027	$516K	<0.01%	0	Timeline
IWVISHARES TR	1,590	$505K	<0.01%	new	Timeline
TAT&T INC	17,033	$482K	<0.01%	+94	Timeline
VEUVANGUARD INTL EQUITY INDEX F	7,391	$448K	<0.01%	0	Timeline
XYLXYLEM INC	3,718	$444K	<0.01%	+300	Timeline
GEVGE VERNOVA INC	1,365	$417K	<0.01%	-199	Timeline
VNQVANGUARD INDEX FDS	4,522	$409K	<0.01%	0	Timeline
CSLCARLISLE COS INC	1,200	$409K	<0.01%	0	Timeline
AZNASTRAZENECA PLC-SPONS ADR	5,471	$402K	<0.01%	0	Timeline
JEFJEFFERIES FINANCIAL GROUP IN	7,500	$402K	<0.01%	0	Timeline
PLDPROLOGIS INC.	3,558	$398K	<0.01%	0	Timeline
CATCATERPILLAR INC	1,204	$397K	<0.01%	0	Timeline
HIGHARTFORD INSURANCE GROUP INC	3,200	$396K	<0.01%	-200	Timeline
NOWSERVICENOW INC	494	$393K	<0.01%	0	Timeline
OTISOTIS WORLDWIDE CORP	3,698	$382K	<0.01%	-500	Timeline
TTTRANE TECHNOLOGIES PLC	1,131	$381K	<0.01%	-263	Timeline
NVONOVO-NORDISK A S	5,366	$373K	<0.01%	0	Timeline
QQQINVESCO QQQ TR	787	$369K	<0.01%	0	Timeline
ALVAUTOLIV INC	4,050	$358K	<0.01%	-380	Timeline
DUKDUKE ENERGY CORP NEW	2,918	$356K	<0.01%	0	Timeline
GMGENERAL MTRS CO	7,433	$350K	<0.01%	-50	Timeline
TDTORONTO DOMINION BK ONT	5,800	$348K	<0.01%	-1,625	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	645	$344K	<0.01%	0	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	7,075	$343K	<0.01%	0	Timeline
VCITVANGUARD SCOTTSDALE FDS	4,060	$332K	<0.01%	-1,800	Timeline
IJHISHARES TR	5,635	$329K	<0.01%	0	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	1,802	$311K	<0.01%	0	Timeline
SJMSMUCKER J M CO	2,585	$306K	<0.01%	0	Timeline
AIGAMERICAN INTL GROUP INC	3,500	$304K	<0.01%	0	Timeline
CTASCINTAS CORP	1,464	$301K	<0.01%	0	Timeline
BNYBANK OF NY MELLON CORP	3,574	$300K	<0.01%	0	Timeline
VRTXVERTEX PHARMACEUTICALS INC	610	$296K	<0.01%	-200	Timeline
LRGFISHARES TR	5,045	$292K	<0.01%	-75	Timeline
MSMORGAN STANLEY	2,423	$283K	<0.01%	0	Timeline
FIXCOMFORT SYS USA INC	875	$282K	<0.01%	0	Timeline
VGTVANGUARD WORLD FD	515	$279K	<0.01%	0	Timeline
BNBROOKFIELD CORP	5,214	$273K	<0.01%	0	Timeline
INGRINGREDION INC	1,972	$267K	<0.01%	-55	Timeline
SCHFSCHWAB STRATEGIC TR	13,272	$263K	<0.01%	0	Timeline
USMVISHARES TR	2,767	$259K	<0.01%	0	Timeline
FASTFASTENAL CO	3,336	$259K	<0.01%	+500	Timeline
SOLVSOLVENTUM CORP	3,370	$256K	<0.01%	-250	Timeline
WSTWEST PHARMACEUTICAL SVSC INC	1,110	$249K	<0.01%	+50	Timeline
NVSNOVARTIS AG	2,140	$239K	<0.01%	-65	Timeline
XELXCEL ENERGY INC	3,347	$237K	<0.01%	0	Timeline
ALLALLSTATE CORP	1,144	$237K	<0.01%	0	Timeline
IEMGISHARES INC	4,385	$237K	<0.01%	+245	Timeline
TRMBTRIMBLE INC	3,560	$234K	<0.01%	0	Timeline
CITHE CIGNA GROUP	707	$233K	<0.01%	new	Timeline
KKELLANOVA	2,700	$223K	<0.01%	0	Timeline
STZCONSTELLATION BRANDS INC	1,200	$220K	<0.01%	0	Timeline
BENFRANKLIN TEMPLETON INC	11,000	$212K	<0.01%	0	Timeline
IWFISHARES TR	575	$208K	<0.01%	0	Timeline
VFCV F CORP	11,660	$181K	<0.01%	-636	Timeline
ROOKLINE BANCORP INC DELROOKLINE BANCORP INC DEL	14,500	$158K	<0.01%	0
STKLSUNOPTA INC	22,000	$107K	<0.01%	0	Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
GMEDGLOBUS MED INC	619,652	$51.3M	shares
CRICARTERS INC	512,211	$27.8M	shares
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS	947,360	$26.5M	shares
ATKRATKORE INC	272,939	$22.8M	shares
CABOCABLE ONE INC	62,152	$22.5M	shares
ROKROCKWELL AUTOMATION INC	28,111	$8.03M	shares
EGEVEREST GROUP LTD	1,000	$362K	shares
PAAPLAINS ALL AMERN PIPELINE L	17,500	$299K	shares
AREALEXANDRIA REAL ESTATE EQ IN	2,855	$279K	shares
ANETARISTA NETWORKS INC	2,188	$242K	shares
SHELSHELL PLC	3,748	$235K	shares
DELLDELL TECHNOLOGIES INC	2,026	$233K	shares
CDWCDW CORP	1,211	$211K	shares
TREXTREX INC	3,000	$207K	shares
CMACOMERICA INC	3,300	$204K	shares
ITTITT INC	1,400	$200K	shares
SABRSABRE CORP	17,000	$62K	shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001534866-25-000007	base		2025-04-21	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC