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Boston Trust Walden Corp

Q3 2024 · 13F-HR

Boston Trust Walden Corpholdings as filed

Filed 2024-10-24 · accession 0001534866-24-000014

$14.37B
Reported value
382
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$558.0M3.88%1,296,836CommonSOLE
037833100AAPLAPPLE INC$455.6M3.17%1,955,402CommonSOLE
02079K305GOOGLALPHABET INC-A$232.6M1.62%1,402,505CommonSOLE
038336103ATRAPTARGROUP INC$232.2M1.62%1,449,817CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$219.5M1.53%1,041,003CommonSOLE
G1151C101ACNACCENTURE PLC-CL A$217.5M1.51%615,311CommonSOLE
02079K107GOOGALPHABET INC-CL C$211.5M1.47%1,264,739CommonSOLE
257651109DCIDONALDSON CO INC$195.5M1.36%2,652,557CommonSOLE
92826C839VVISA INC$187.3M1.30%681,238CommonSOLE
478160104JNJJOHNSON & JOHNSON$177.2M1.23%1,093,709CommonSOLE
91324P102UNHUNITED HEALTH GROUP INC$172.0M1.20%294,170CommonSOLE
941848103WATWATERS CORP$169.8M1.18%471,919CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$145.5M1.01%525,612CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$140.4M0.98%158,355CommonSOLE
216648501COOCOOPER COS INC/THE$138.3M0.96%1,253,815CommonSOLE
303075105FDSFACTSET RESH SYS INC$136.3M0.95%296,329CommonSOLE
713448108PEPPEPSICO INC$134.0M0.93%787,796CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$132.3M0.92%1,963,184CommonSOLE
16359R103CHECHEMED CORP$132.3M0.92%220,067CommonSOLE
H1467J104CBCHUBB LTD$129.3M0.90%448,235CommonSOLE
03820C105AITAPPLIED INDUSTRIAL TECH INC$128.5M0.89%575,955CommonSOLE
443510607HUBBHUBBELL INC$128.1M0.89%299,138CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$127.6M0.89%3,345,806CommonSOLE
907818108UNPUNION PACIFIC CORP$124.7M0.87%505,898CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$122.5M0.85%940,096CommonSOLE
863667101SYKSTRYKER CORP$121.1M0.84%335,123CommonSOLE
038222105AMATAPPLIED MATERIALS, INC.$119.8M0.83%592,965CommonSOLE
74758T303QLYSQUALYS INC$119.0M0.83%926,093CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$107.9M0.75%2,582,487CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES-A$107.8M0.75%520,189CommonSOLE
229899109CFRCULLEN/FROST BANKERS INC$107.2M0.75%958,038CommonSOLE
127203107WHDCACTUS INC CL A$106.7M0.74%1,787,605CommonSOLE
198516106COLMCOLUMBIA SPORTSWEAR CO$106.6M0.74%1,280,926CommonSOLE
172062101CINFCINCINNATI FINANCIAL CORP$105.8M0.74%777,588CommonSOLE
244199105DEDEERE & CO$104.4M0.73%250,112CommonSOLE
778296103ROSTROSS STORES INC$102.1M0.71%678,686CommonSOLE
827048109SLGNSILGAN HOLDINGS INC$98.8M0.69%1,881,950CommonSOLE
85254J102STAGSTAG INDUSTRIAL INC$98.1M0.68%2,510,755CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$93.6M0.65%1,758,298CommonSOLE
053332102AZOAUTOZONE INC$91.6M0.64%29,091CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$90.6M0.63%970,980CommonSOLE
784117103SEICSEI INVESTMENTS COMPANY$89.0M0.62%1,286,309CommonSOLE
343498101FLOFLOWERS FOODS INC COM$88.6M0.62%3,838,716CommonSOLE
19247A100CNSCOHEN & STEERS INC$88.2M0.61%919,451CommonSOLE
548661107LOWLOWES COS INC$88.1M0.61%325,100CommonSOLE
075887109BDXBECTON DICKINSON AND CO$85.8M0.60%355,955CommonSOLE
911312106UPSUNITED PARCEL SERVICE-CL B$85.1M0.59%624,505CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC$82.8M0.58%278,244CommonSOLE
149568107CVCOCAVCO INDUSTRIES INC$82.8M0.58%193,281CommonSOLE
665859104NTRSNORTHERN TRUST CORPORATION$82.3M0.57%914,492CommonSOLE
25659T107DLBDOLBY LABORATORIES INC-CL A$82.3M0.57%1,075,076CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$81.0M0.56%300,105CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$80.3M0.56%2,308,611CommonSOLE
855244109SBUXSTARBUCKS CORP$79.9M0.56%819,084CommonSOLE
05550J101BJBJ'S WHOLESALE CLUB HOLDINGS$79.4M0.55%963,079CommonSOLE
85208M102SFMSPROUTS FARMERS MARKET INC$79.1M0.55%716,671CommonSOLE
537008104LFUSLITTELFUSE INC$78.8M0.55%297,260CommonSOLE
68235P108OGSONE GAS INC$78.1M0.54%1,049,205CommonSOLE
30231G102XOMEXXON MOBIL CORPORATION$77.6M0.54%662,113CommonSOLE
221006109CRVLCORVEL CORP$76.0M0.53%232,515CommonSOLE
459044103IBOCINTERNATIONAL BANCSHARES CRP$75.8M0.53%1,267,849CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$75.7M0.53%1,962,692CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$74.2M0.52%1,249,028CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LTOR$74.0M0.51%383,895CommonSOLE
655663102NDSNNORDSON CORPORATION$73.8M0.51%281,177CommonSOLE
032654105ADIANALOG DEVICES INC$72.9M0.51%316,612CommonSOLE
58933Y105MRKMERCK & CO INC NEW$72.2M0.50%635,524CommonSOLE
384802104GWWWW GRAINGER INC$70.9M0.49%68,279CommonSOLE
45867G101IDCCINTERDIGITAL INC$70.8M0.49%499,718CommonSOLE
879369106TFXTELEFLEX INCORPORATED$70.1M0.49%283,562CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$70.1M0.49%1,513,975CommonSOLE
353514102FELEFRANKLIN ELECTRIC CO INC$69.1M0.48%659,057CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$68.9M0.48%2,823,126CommonSOLE
969904101WSMWILLIAMS-SONOMA INC$68.6M0.48%442,815CommonSOLE
68389X105ORCLORACLE CORP$68.2M0.47%400,487CommonSOLE
831865209AOSSMITH (A.O.) CORP$67.9M0.47%755,751CommonSOLE
74144T108TROWT ROWE PRICE GROUP INC$67.4M0.47%618,827CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORP CL A$67.2M0.47%181,552CommonSOLE
30040W108ESEVERSOURCE ENERGY$66.2M0.46%973,279CommonSOLE
G0176J109ALLEALLEGION PLC$66.2M0.46%454,105CommonSOLE
00724F101ADBEADOBE INC$66.0M0.46%127,492CommonSOLE
20825C104COPCONOCOPHILLIPS$65.6M0.46%623,172CommonSOLE
405024100HAEHAEMONETICS CORP/MASS$65.1M0.45%809,608CommonSOLE
67066G104NVDANVIDIA CORP$63.9M0.44%525,822CommonSOLE
12503M108CBOECBOE HOLDINGS INC$63.5M0.44%309,788CommonSOLE
533900106LECOLINCOLN ELECTRIC HOLDINGS$61.8M0.43%321,831CommonSOLE
00508Y102AYIACUITY BRANDS INC$60.7M0.42%220,497CommonSOLE
025816109AXPAMERICAN EXPRESS CO$59.8M0.42%220,639CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$59.8M0.42%455,233CommonSOLE
749685103RPMRPM INTERNATIONAL INC$59.8M0.42%493,999CommonSOLE
00846U101AAGILENT TECHNOLOGIES, INC.$59.7M0.42%402,254CommonSOLE
053611109AVYAVERY DENNISON CORP$59.7M0.42%270,316CommonSOLE
44930G107ICUIICU MEDICAL INC$59.5M0.41%326,302CommonSOLE
833034101SNASNAP ON INC$59.2M0.41%204,252CommonSOLE
29977A105EVREVERCORE PARTNERS INC-CL A$58.6M0.41%231,193CommonSOLE
451107106IDAIDACORP INC$58.1M0.40%563,332CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$58.0M0.40%348,100CommonSOLE
025932104AFGAMERICAN FINANCIAL GROUP INC$57.5M0.40%427,299CommonSOLE
G87052109TELTE CONNECTIVITY LTD$55.9M0.39%370,400CommonSOLE
452308109ITWILLINOIS TOOL WORKS$55.8M0.39%213,006CommonSOLE
89055F103BLDTOPBUILD CORP$55.0M0.38%135,149CommonSOLE
571748102MRSHMARSH MCLENNAN COS INC$54.7M0.38%245,382CommonSOLE
512816109LAMRLAMAR ADVERTISING CO-A$54.5M0.38%407,813CommonSOLE
G02602103DOXAMDOCS LTD ORD$54.3M0.38%620,709CommonSOLE
729132100PLXSPLEXUS CORP$53.5M0.37%391,238CommonSOLE
056525108BMIBADGER METER INC$53.2M0.37%243,360CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$53.1M0.37%506,427CommonSOLE
427866108HSYTHE HERSHEY COMPANY$53.1M0.37%276,855CommonSOLE
880770102TERTERADYNE INC$52.9M0.37%395,157CommonSOLE
410867105THGHANOVER INSURANCE GROUP INC$52.8M0.37%356,693CommonSOLE
579780206MKCMCCORMICK & CO INC$52.5M0.37%637,991CommonSOLE
379577208GMEDGLOBUS MEDICAL INC-A$52.2M0.36%729,924CommonSOLE
25787G100DFINDONNELLEY FINL SOLUTIONS INC$52.0M0.36%790,335CommonSOLE
654106103NKENIKE INC -CL B$51.9M0.36%587,318CommonSOLE
576485205MTDRMATADOR RESOURCES CO$51.8M0.36%1,047,911CommonSOLE
88076W103TDCTERADATA CORP DEL COM$50.8M0.35%1,673,621CommonSOLE
049560105ATOATMOS ENERGY CORP$49.5M0.34%356,721CommonSOLE
592688105MTDMETTLER-TOLEDO INTERNATIONAL$49.4M0.34%32,942CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$49.3M0.34%769,361CommonSOLE
695156109PKGPACKAGING CORP OF AMERICA$48.4M0.34%224,743CommonSOLE
603158106MTXMINERALS TECHNOLOGIES INC$48.4M0.34%626,420CommonSOLE
45167R104IEXIDEX CORP COM$47.9M0.33%223,464CommonSOLE
126349109CSNCSG SYSTEMS INTL INC$47.5M0.33%977,268CommonSOLE
229663109CUBECUBESMART$47.2M0.33%877,271CommonSOLE
817565104SCISERVICE CORP INTERNATIONAL$46.2M0.32%585,764CommonSOLE
90337L108USPHU.S. PHYSICAL THERAPY INC$45.0M0.31%531,813CommonSOLE
513847103MZTILANCASTER COLONY CORP$44.7M0.31%253,234CommonSOLE
742718109PGPROCTER & GAMBLE CO/THE$44.6M0.31%257,772CommonSOLE
189054109CLXCLOROX COMPANY$44.6M0.31%273,908CommonSOLE
09857L108BKNGBOOKING HLDGS INC$44.4M0.31%10,549CommonSOLE
553530106MSMMSC INDUSTRIAL DIRECT CO-A$44.1M0.31%512,838CommonSOLE
747525103QCOMQUALCOMM INC$44.0M0.31%258,631CommonSOLE
515098101LSTRLANDSTAR SYSTEM INC$43.3M0.30%229,208CommonSOLE
58506Q109MEDPMEDPACE HOLDINGS INC$43.3M0.30%129,655CommonSOLE
23331A109DHID R HORTON INC$42.3M0.29%221,800CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP COM$42.3M0.29%527,060CommonSOLE
146229109CRICARTER INC$41.8M0.29%643,344CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE INC$41.8M0.29%579,538CommonSOLE
315616102FFIVF5 INC$41.3M0.29%187,479CommonSOLE
423452101HPHELMERICH & PAYNE INC$41.1M0.29%1,351,439CommonSOLE
574599106MASMASCO CORP COM$39.6M0.28%471,338CommonSOLE
372460105GPCGENUINE PARTS CO$39.5M0.27%282,602CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$39.1M0.27%682,616CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC COM$39.1M0.27%1,332,684CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$38.8M0.27%469,327CommonSOLE
159864107CRLCHARLES RIVER LABORATORIES INT$38.6M0.27%196,145CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$37.8M0.26%214,145CommonSOLE
482480100KLACKLA-TENCOR CORPORATION$37.8M0.26%48,769CommonSOLE
426281101JKHYJACK HENRY & ASSOCIATES INC$37.3M0.26%211,414CommonSOLE
165303108CPKCHESAPEAKE UTILITIES CORP$37.3M0.26%300,552CommonSOLE
460690100IPGINTERPUBLIC GROUP OF COS INC$37.2M0.26%1,176,077CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL$36.9M0.26%80,090CommonSOLE
453836108INDBINDEPENDENT BANK CORP/MA$36.6M0.25%619,313CommonSOLE
920253101VMIVALMONT INDUSTRIES$35.7M0.25%123,022CommonSOLE
550021109LULULULULEMON ATHLETICA INC$35.6M0.25%131,276CommonSOLE
133131102CPTCAMDEN PROPERTY TRUST$35.0M0.24%283,432CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$33.0M0.23%134,005CommonSOLE
30303M102METAMETA PLATFORMS INC$32.2M0.22%56,216CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$31.9M0.22%315,946CommonSOLE
562750109MANHMANHATTAN ASSOCS INC$30.8M0.21%109,395CommonSOLE
714046109RVTYREVVITY INC$29.9M0.21%234,346CommonSOLE
149150104CATYCATHAY GENRAL BANCORP$29.6M0.21%690,242CommonSOLE
902788108UMBFUMB FINANCIAL CORP$28.6M0.20%272,562CommonSOLE
891092108TTCTORO CO$28.0M0.19%322,583CommonSOLE
03209R103AMPHAMPHASTAR PHARMACEUTICALS INC$26.2M0.18%539,639CommonSOLE
336901103SRCE1ST SOURCE CORP$25.5M0.18%425,318CommonSOLE
M5425M103INMDINMODE LTD$23.9M0.17%1,408,071CommonSOLE
913259107UTLUNITIL CORP$23.8M0.17%393,604CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO$22.9M0.16%220,863CommonSOLE
12685J105CABOCABLE ONE INC$22.5M0.16%64,372CommonSOLE
871829107SYYSYSCO CORP$22.5M0.16%287,760CommonSOLE
704326107PAYXPAYCHEX INC$22.2M0.15%165,604CommonSOLE
580135101MCDMCDONALD'S CORPORATION$21.0M0.15%68,947CommonSOLE
171340102CHDCHURCH & DWIGHT INC$20.7M0.14%197,501CommonSOLE
825690100SSTKSHUTTERSTOCK INC$20.3M0.14%575,176CommonSOLE
45778Q107NSPINSPERITY INC$20.1M0.14%228,660CommonSOLE
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437076102HDHOME DEPOT, INC.$17.6M0.12%43,402CommonSOLE
681919106OMCOMNICOM GROUP$17.2M0.12%165,943CommonSOLE
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047649108ATKRATKORE INC$16.0M0.11%188,355CommonSOLE
05722G100BKRBAKER HUGHES COMPANY CL A$15.7M0.11%435,280CommonSOLE
806857108SLBSCHLUMBERGER N.V. LTD$14.9M0.10%355,019CommonSOLE
058498106BALLBALL CORP$14.8M0.10%217,240CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$14.2M0.10%24,333CommonSOLE
03662Q105AKXANSYS INC COM$13.3M0.09%41,595CommonSOLE
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464287200IVVISHARES S&P 500 INDEX FUND$1.5M0.01%2,676CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS INC$1.5M0.01%1,453CommonSOLE
94106L109WMWASTE MGMT INC$1.5M0.01%7,034CommonSOLE
464287655IWMISHARES DJ RUSSELL 2000 TR ETF$1.4M0.01%6,322CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.4M0.01%13,398CommonSOLE
494368103KMBKIMBERLY-CLARK CORPORATION$1.4M0.01%9,758CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$1.4M0.01%5,467CommonSOLE
87612E106TGTTARGET CORP$1.3M0.01%8,328CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.3M0.01%2,085CommonSOLE
922908736VUGVANGUARD GROWTH ETF$1.3M0.01%3,334CommonSOLE
871607107SNPSSYNOPSYS INC$1.2M0.01%2,444CommonSOLE
857477103STTSTATE STREET CORP$1.2M0.01%13,761CommonSOLE
931142103WMTWAL-MART STORES INC$1.2M0.01%14,916CommonSOLE
81369Y803XLKTECHNOLOGY SELECT SECT SPDR$1.2M0.01%5,166CommonSOLE
126650100CVSCVS HEALTH CORPORATION$1.2M0.01%18,485CommonSOLE
337738108FISVFISERV, INC.$1.1M0.01%6,308CommonSOLE
458140100INTCINTEL CORP$1.1M0.01%46,493CommonSOLE
832696405SJMSMUCKER J M CO$1.0M0.01%8,530CommonSOLE
693506107PPGPPG INDUSTRIES$1.0M0.01%7,730CommonSOLE
369604301GEGE AEROSPACE$1.0M0.01%5,389CommonSOLE
127055101CBTCABOT CORP$961,2220.01%8,600CommonSOLE
718546104PSXPHILLIPS 66$960,8990.01%7,310CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORPORATION$936,9680.01%11,181CommonSOLE
254687106DISDISNEY (WALT) CO$933,5240.01%9,705CommonSOLE
88160R101TSLATESLA MOTORS INC$902,1000.01%3,448CommonNONE
G29183103ETNEATON CORPORATION$889,5850.01%2,684CommonSOLE
464287622IWBISHARES RUSSELL 1000$850,4250.01%2,705CommonSOLE
58155Q103MCKMCKESSON CORP$821,2320.01%1,661CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$819,9520.01%10,187CommonSOLE
921908844VIGVANGUARD DIVIDEND APPREC ETF$816,2050.01%4,121CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$804,7790.01%1,524CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$783,7820.01%3,295CommonSOLE
92206C870VCITVANGUARD I/T CORPORATE BOND ET$781,9740.01%9,337CommonSOLE
949746101WMT2WELLS FARGO & COMPANY$763,4620.01%13,515CommonSOLE
25434V708DFACDIMENSIONAL US CORE EQUITY 2 E$738,5040.01%21,537CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL-W/I$736,5530.01%9,998CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB COMPANY$735,0700.01%14,207CommonSOLE
459200101IBMINTL BUSINESS MACHINES CORP$730,0060.01%3,302CommonSOLE
40412C101HCAHCA HOLDINGS INC$718,5680.00%1,768CommonSOLE
922042742VTVANGUARD TOTAL WORLD STOCK ETF$670,4400.00%5,601CommonSOLE
891160509TDTORONTO DOMINION BK ONT$667,3930.00%10,550CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$657,9990.00%1,724CommonSOLE
126408103CSXCSX CORP$644,7440.00%18,672CommonSOLE
46432F339QUALISHARE EDGE MSCI USA QUALITY F$643,6870.00%3,590CommonSOLE
670100205NVONOVO-NORDISK AS ADR - B$638,9300.00%5,366CommonSOLE
89417E109TRVTRAVELERS COS INC$605,4340.00%2,586CommonSOLE
929740108WABWABTEC CORP$589,1170.00%3,241CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$586,1170.00%7,300CommonSOLE
904767704UNILEVER PLC-SPONSORED ADR$582,6910.00%8,970CommonSOLE
79466L302CRMSALESFORCE INC$558,0950.00%2,039CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$541,8900.00%1,394CommonSOLE
142339100CSLCARLISLE COMPANIES INCORPORATE$539,7000.00%1,200CommonSOLE
922042775VEUVANGUARD FTSE ALL WORLD EX-US$534,9330.00%8,491CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$528,2820.00%1,067CommonSOLE
097023105BABOEING COMPANY$490,6330.00%3,227CommonSOLE
149123101CATCATERPILLAR INC.$482,6420.00%1,234CommonSOLE
046353108AZNNASTRAZENECA PLC$480,3930.00%6,166CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$461,6250.00%7,500CommonSOLE
98419M100XYLXYLEM INC$461,5330.00%3,418CommonSOLE
74340W103PLDPROLOGIES INC$449,3040.00%3,558CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$446,4770.00%960CommonSOLE
81762P102NOWSERVICENOW INC$441,8290.00%494CommonSOLE
922908553VNQVANGUARD REAL ESTATE ETF$440,5330.00%4,522CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$436,3400.00%4,198CommonSOLE
808513105SCHWSCHWAB (CHARLES) CORP$424,2460.00%6,546CommonSOLE
052800109ALVAUTOLIV INC$413,6290.00%4,430CommonSOLE
416515104HIGHARTFORD FINANCIAL SERVCS GROU$399,8740.00%3,400CommonSOLE
46090E103QQQINVESCO QQQ ETF$384,1110.00%787CommonSOLE
00206R102TAT & T INC$377,7180.00%17,169CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TRUST$367,4310.00%645CommonSOLE
464287804IJRISHARES CORE S&P SMALLCAP ETF$363,3950.00%3,107CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED ETF$359,4780.00%6,807CommonSOLE
464287507IJHISHARES S&P MIDCAP 400$351,1730.00%5,635CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQUIT$350,3120.00%2,950CommonSOLE
36828A101GEVGE VERNOVA INC$341,4180.00%1,339CommonSOLE
26441C204DUKDUKE ENERGY CORP$336,4450.00%2,918CommonSOLE
37045V100GMGENERAL MOTORS CO$335,5380.00%7,483CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$333,1780.00%1,110CommonSOLE
518439104ELLAUDER ESTEE COS INC CL A$330,2730.00%3,313CommonSOLE
726503105PAAPLAINS ALL AMER PIPELINE LP$312,6600.00%18,000CommonSOLE
21036P108STZCONSTELLATION BRANDS INC-A$309,2280.00%1,200CommonSOLE
172908105CTASCINTAS CORPORATION$304,7020.00%1,480CommonSOLE
92204A702VGTVANGUARD INFO TECH ETF$302,0580.00%515CommonSOLE
46434V282LRGFISHARES MSCI USA MULTIFACTOR E$300,9020.00%5,120CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$288,1890.00%10,650CommonSOLE
457187102INGRINGREDION INC$278,5710.00%2,027CommonSOLE
12514G108CDWCDW CORP$274,0490.00%1,211CommonSOLE
808524805SCHFSCHWAB INTL EQUITY ETF$272,8720.00%6,636CommonSOLE
11271J107BNBROOKFIELD CORP CL A$269,0450.00%5,062CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP$258,5020.00%3,530CommonSOLE
064058100BKTHE BANK OF NEW YORK MELLON CO$256,8280.00%3,574CommonSOLE
83444M101SOLVSOLVENTUM CORP$253,5020.00%3,636CommonSOLE
46429B697USMVISHARES MSCI USA MIN VOL$252,6550.00%2,767CommonSOLE
617446448MSMORGAN STANLEY$252,5740.00%2,423CommonSOLE
66987V109NVSNOVARTIS AG$248,7880.00%2,163CommonSOLE
780259305SHELSHELL PLC$247,1810.00%3,748CommonSOLE
125523100CICIGNA GROUP$244,9330.00%707CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$242,4070.00%621CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$240,1620.00%2,026CommonSOLE
46434G103IEMGISHARE CORE MSCI EMERGING MARK$237,6770.00%4,140CommonSOLE
918204108VFCV F CORP$232,6170.00%11,660CommonSOLE
650111107NYTNEW YORK TIMES CO CL A$228,3580.00%4,102CommonSOLE
842587107SOSOUTHERN CO$225,4500.00%2,500CommonSOLE
896239100TRMBTRIMBLE NAVIGATION LTD$223,5240.00%3,600CommonSOLE
46432F842IEFAISHARES CORE MSCI EAFE ETF$223,3010.00%2,861CommonSOLE
354613101BENFRANKLIN RES INC$221,6500.00%11,000CommonSOLE
98389B100XELXCEL ENERGY INC$218,5590.00%3,347CommonSOLE
487836108KKELLANOVA$217,9170.00%2,700CommonSOLE
020002101ALLALLSTATE CORP$216,9600.00%1,144CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH FD$215,8430.00%575CommonSOLE
G16252101BIPBROOKFIELD INFRASTRUCTURE PART$211,9920.00%6,050CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$211,1910.00%2,370CommonSOLE
040413106ANETEURARISTA NETWORKS INC$209,9500.00%547CommonSOLE
45073V108ITTITT CORP$209,3140.00%1,400CommonSOLE
336433107FSLRFIRST SOLAR INC$208,2820.00%835CommonSOLE
116794108BRKRBRUKER CORP$207,1800.00%3,000CommonSOLE
136375102CNICANADIAN NATL RAILWAY CO$206,7700.00%1,765CommonSOLE
311900104FASTFASTENAL CO$202,5470.00%2,836CommonSOLE
11373M107BB3BROOKLINE BANCORP INC$146,3050.00%14,500CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.