Titelia

Holdings of Boston Trust Equity Fund

Boston Trust Walden Funds · 52 declared positions · as of Mar 31, 2026

Original filing · Net assets 234.2M $ · Ten largest lines: 46 % of the equity sleeve

Sector breakdown

  • Technology 22.2 %
  • Financials 13.5 %
  • Communication 13.0 %
  • Consumer discretionary 8.3 %
  • Industrials 8.2 %
  • Health care 6.5 %
  • Consumer staples 4.6 %
  • Energy 3.7 %
  • Materials 1.9 %
  • Unattributed 18.2 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US52229.4M $100.00 %

Positions

CompanySharesValueWeight
Alphabet Inc 63,80018.3M $7.81 %
Apple Inc 63,10016M $6.84 %
Microsoft Corp 43,00015.9M $6.80 %
JPMorgan Chase & Co 41,00012.1M $5.15 %
Exxon Mobil Corp 50,0008.5M $3.62 %
Visa Inc 28,0008.5M $3.61 %
WW Grainger Inc 6,5007.1M $3.03 %
Johnson & Johnson 28,5007M $2.97 %
Costco Wholesale Corp 6,5006.5M $2.77 %
Meta Platforms Inc 10,0005.7M $2.44 %
Analog Devices Inc 16,5005.2M $2.24 %
Hubbell Inc 10,0004.9M $2.10 %
NVIDIA Corp 28,0004.9M $2.08 %
Accenture PLC 24,0004.8M $2.03 %
Union Pacific Corp 18,5004.5M $1.92 %
Air Products and Chemicals Inc 14,8004.3M $1.84 %
O'Reilly Automotive Inc 46,1254.3M $1.82 %
Amazon.com Inc 20,0004.2M $1.78 %
Automatic Data Processing Inc 20,0004.1M $1.73 %
Essential Utilities Inc 100,0004M $1.72 %
Alphabet Inc 14,0004M $1.72 %
Berkshire Hathaway Inc 8,2504M $1.69 %
Stryker Corp 12,0003.9M $1.68 %
Illinois Tool Works Inc 15,0003.9M $1.67 %
Waters Corp 12,7803.8M $1.62 %
Lockheed Martin Corp 6,0003.6M $1.55 %
TJX Cos Inc/The 21,5003.4M $1.47 %
Chubb Ltd 10,0003.3M $1.39 %
TE Connectivity PLC 15,3503.2M $1.37 %
American Express Co 10,5003.2M $1.36 %
Cincinnati Financial Corp 20,0003.1M $1.34 %
WEC Energy Group Inc 25,0002.9M $1.24 %
PepsiCo Inc 18,0002.8M $1.19 %
Chevron Corp 13,0002.7M $1.15 %
Deere & Co 4,7502.7M $1.14 %
Sysco Corp 34,0002.4M $1.04 %
Lowe's Cos Inc 10,0002.4M $1.01 %
Becton Dickinson & Co 15,0002.4M $1.01 %
Starbucks Corp 23,0002.1M $0.88 %
Mettler-Toledo International Inc 1,5001.9M $0.81 %
Edwards Lifesciences Corp 22,5001.8M $0.77 %
AptarGroup Inc 14,2501.8M $0.77 %
Netflix Inc 18,0001.7M $0.74 %
UnitedHealth Group Inc 6,2001.7M $0.72 %
Ross Stores Inc 7,0001.5M $0.65 %
McCormick & Co Inc/MD 28,0001.4M $0.60 %
Church & Dwight Co Inc 15,0001.4M $0.60 %
Procter & Gamble Co/The 9,0001.3M $0.56 %
Donaldson Co Inc 15,0001.3M $0.54 %
NIKE Inc 24,0001.3M $0.54 %
Cooper Cos Inc/The 15,2501.1M $0.47 %
Oracle Corp 6,425945.2K $0.40 %