Boston Trust Walden Corp

Boston Trust Walden Corp declares $3.1B in 56 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 23.9% of its $13.1B 13F portfolio. Largest positions: Alphabet (0.01% of the company) and Apple (0.01% of the company). Over time: $3.1B in 56 of these companies for Q2 2026, against $1.3B in 31 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $173.7M and sold $227.1M of these stocks, at the quarter's prices: a net sale of $53.4M; 5 new positions.

Performance of its AI picks

The AI-stock portfolio Boston Trust Walden Corp declared for Q2 2026 (Form 13F), held unchanged, returned +2.5% in Q3 2026 (SMH -7.1%), ranked 1092 of 1,783 active managers. Over the last 12 months, quarter after quarter: +30.2% (SMH +87.2%), ranked 563 of 1,359 active managers. Over three years, quarter after quarter: +100.0% (SMH +325.8%), ranked 725 of 783 active managers. Over five years, quarter after quarter: +117.9% (SMH +389.8%), ranked 448 of 535 active managers. Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. Alphabet (GOOGL) — $552.5M: 1.6M shares, 0.01% of the company, 4.2% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
2. Apple (AAPL) — $420.3M: 1.5M shares, 0.01% of the company, 3.2% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
3. Microsoft (MSFT) — $358.6M: 961,305 shares, 0.01% of the company, 2.7% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
4. NVIDIA (NVDA) — $252.7M: 1.3M shares, 0.01% of the company, 1.9% of its portfolio (added this quarter); held since Q1 2023
5. Applied Materials (AMAT) — $167.1M: 231,137 shares, 0.03% of the company, 1.3% of its portfolio (trimmed this quarter); held since Q4 2021
6. Hubbell (HUBB) — $165.5M: 316,270 shares, 0.60% of the company, 1.3% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
7. Cisco (CSCO) — $134.8M: 1.1M shares, 0.03% of the company, 1.0% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
8. KLA (KLAC) — $111.7M: 370,140 shares, 0.03% of the company, 0.85% of its portfolio (trimmed this quarter); held since Q1 2024
9. NetApp (NTAP) — $95.2M: 615,074 shares, 0.31% of the company, 0.72% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
10. Power Integrations (POWI) — $73.9M: 882,471 shares, 1.6% of the company, 0.56% of its portfolio (added this quarter); held since Q4 2019 or earlier
11. Axcelis Technologies (ACLS) — $68.1M: 359,256 shares, 1.2% of the company, 0.52% of its portfolio (trimmed this quarter); held since Q3 2024
12. Plexus (PLXS) — $62.5M: 208,024 shares, 0.78% of the company, 0.48% of its portfolio (trimmed this quarter); held since Q2 2023
13. onsemi (ON) — $58.9M: 622,620 shares, 0.16% of the company, 0.45% of its portfolio (trimmed this quarter); held since Q3 2024
14. TE Connectivity (TEL) — $56.9M: 282,282 shares, 0.10% of the company, 0.43% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
15. Amazon (AMZN) — $56.4M: 236,568 shares, 0.00% of the company, 0.43% of its portfolio (added this quarter); held since Q4 2019 or earlier

By sector

• Cloud & AI giants — $1.4B, 46% of its AI holdings, 5 companies
• Chips & compute — $516.8M, 16% of its AI holdings, 11 companies
• Equipment & test — $400.1M, 13% of its AI holdings, 7 companies
• Power, electrical & cooling — $255.1M, 8% of its AI holdings, 12 companies
• Interconnect — $208.7M, 7% of its AI holdings, 4 companies
• AI software — $160.5M, 5% of its AI holdings, 10 companies
• Memory & storage — $96.6M, 3% of its AI holdings, 3 companies
• Servers & systems — $64.3M, 2% of its AI holdings, 3 companies
• Optics — $370,373.00, 0% of its AI holdings, 1 company

Biggest changes this quarter

• opened a position in Lennox (LII): +$42.8M at the quarter's price
• trimmed onsemi (ON): -$39.3M at the quarter's price
• trimmed Applied Materials (AMAT): -$38.7M at the quarter's price
• added to NVIDIA (NVDA): +$32.1M at the quarter's price
• added to Broadcom (AVGO): +$31.5M at the quarter's price
• trimmed Alphabet (GOOGL): -$27.7M at the quarter's price
• trimmed Plexus (PLXS): -$26.6M at the quarter's price
• added to Power Integrations (POWI): +$25.5M at the quarter's price
• trimmed Analog Devices (ADI): -$17.1M at the quarter's price
• added to Amphenol (APH): +$15.9M at the quarter's price

Other holders of this size

• Trivest Advisors Ltd — $3.1B in 12 of these companies
• Private Advisor Group, LLC — $3.2B in 158 of these companies
• MEITAV INVESTMENT HOUSE LTD — $3.1B in 52 of these companies
• UNITED CAPITAL FINANCIAL ADVISORS, LLC — $3.2B in 135 of these companies
• D.A. DAVIDSON & CO. — $3.1B in 125 of these companies
• VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. — $3.2B in 35 of these companies
• CAPITAL FUND MANAGEMENT S.A. — $3.1B in 101 of these companies
• FERGUSON WELLMAN CAPITAL MANAGEMENT, INC — $3.2B in 57 of these companies

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