Sponsored

The Analysis of Boston Trust Walden Corp's Holdings & P&L

Currently, Boston Trust Walden Corp holds 388 types of securities in its portfolio with a total value $12.2B. In the most recent quarter, they have increased their positions in ON (+871.8K shares, valued at $54.0M), BALL (+560.7K shares, valued at $33.1M), VLTO (+283.4K shares, valued at $25.1M); decreased their positions in TER (-416.0K shares, valued at $123.3M), CSGS (-661.8K shares, valued at $52.9M), EXLS (-1.7M shares, valued at $51.9M); initiated new positions in ESAB (+239.6K shares, valued at $23.2M), MMSI (+277.2K shares, valued at $19.1M), EVR (+61.3K shares, valued at $18.3M).

1M P&L

+221.1M+1.81%

3M P&L

+209.2M+1.71%

HY P&L

+869.3M+7.52%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure792.3M

7.2%

2Specialty Industrial Machinery619.5M

5.6%

3Banks - Regional469.1M

4.3%

Top Industries by Stock Count

1N/A46 stocks

12.7%

2Software - Infrastructure13 stocks

3.6%

3Software - Application13 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC1.5M shares-3.91%2026-03-312026-04-24

MSFT MICROSOFT CORP969.2K shares-3.16%2026-03-312026-04-24

ALPHABET INC-A ALPHABET INC-A859.2K shares-9.00%2026-03-312026-04-24

ALPHABET INC-CL C ALPHABET INC-CL C773.2K shares-6.05%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO739.7K shares-5.44%2026-03-312026-04-24

NVDA NVIDIA CORP1.1M shares-1.21%2026-03-312026-04-24

ATR APTARGROUP INC1.3M shares-4.61%2026-03-312026-04-24

DCI DONALDSON CO INC1.9M shares-20.57%2026-03-312026-04-24

Sponsored

HUBBELL INC HUBBELL INC328.0K shares-4.22%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON594.1K shares-11.15%2026-03-312026-04-24

V VISA INC476.3K shares-3.53%2026-03-312026-04-24

CFR CULLEN/FROST BANKERS INC967.8K shares-7.27%2026-03-312026-04-24

CINF CINCINNATI FINANCIAL CORP755.8K shares-2.50%2026-03-312026-04-24

AIT APPLIED INDUSTRIAL TECH INC439.4K shares-9.22%2026-03-312026-04-24

COST COSTCO WHOLESALE CORP112.8K shares-2.56%2026-03-312026-04-24

WTS WATTS WATER TECHNOLOGIES-A379.0K shares-13.41%2026-03-312026-04-24

Sponsored

GMED GLOBUS MEDICAL INC-A1.3M shares-8.27%2026-03-312026-04-24

ROST ROSS STORES INC481.7K shares-12.59%2026-03-312026-04-24

XOM EXXON MOBIL CORPORATION606.4K shares-7.69%2026-03-312026-04-24

MGY MAGNOLIA OIL & GAS CORP3.2M shares-22.56%2026-03-312026-04-24

WTRG ESSENTIAL UTILS INC2.5M shares-3.02%2026-03-312026-04-24

CB CHUBB LTD305.4K shares-6.71%2026-03-312026-04-24

LFUS LITTELFUSE INC291.4K shares14.60%2026-03-312026-04-24

CSCO CISCO SYSTEMS INC1.3M shares-4.06%2026-03-312026-04-24

Sponsored

AMAT APPLIED MATERIALS, INC.284.6K shares-29.07%2026-03-312026-04-24

CHH CHOICE HOTELS INTL INC930.8K shares-6.12%2026-03-312026-04-24

CBSH COMMERCE BANCSHARES INC1.9M shares-7.22%2026-03-312026-04-24

OGS ONE GAS INC1.1M shares-1.58%2026-03-312026-04-24

JAZZ JAZZ PHARMACEUTICALS PLC488.7K shares24.05%2026-03-312026-04-24

SYK STRYKER CORP280.0K shares-0.64%2026-03-312026-04-24

STAG STAG INDUSTRIAL INC2.5M shares-9.36%2026-03-312026-04-24

BJ BJ'S WHOLESALE CLUB HOLDINGS912.4K shares-1.29%2026-03-312026-04-24

Sponsored

QLYS QUALYS INC1.0M shares-8.47%2026-03-312026-04-24

DE DEERE & CO155.4K shares-4.57%2026-03-312026-04-24

IEX IDEX CORP COM452.7K shares-2.16%2026-03-312026-04-24

ADP AUTOMATIC DATA PROCESSING409.2K shares-2.14%2026-03-312026-04-24

COOPER COS INC/THE COOPER COS INC/THE1.2M shares-6.30%2026-03-312026-04-24

ALLE ALLEGION PLC566.8K shares8.14%2026-03-312026-04-24

SNA SNAP ON INC226.0K shares3.79%2026-03-312026-04-24

JLL JONES LANG LASALLE INC268.5K shares-2.80%2026-03-312026-04-24

Sponsored

SEIC SEI INVESTMENTS COMPANY1.0M shares-4.15%2026-03-312026-04-24

BMI BADGER METER INC530.2K shares4.43%2026-03-312026-04-24

PEP PEPSICO INC518.1K shares-6.07%2026-03-312026-04-24

NDSN NORDSON CORPORATION301.8K shares-13.58%2026-03-312026-04-24

ACCENTURE PLC-CL A ACCENTURE PLC-CL A401.1K shares-4.69%2026-03-312026-04-24

SFM SPROUTS FARMERS MARKET INC1.0M shares20.84%2026-03-312026-04-24

AM ANTERO MIDSTREAM CORP3.4M shares-7.40%2026-03-312026-04-24

CHE CHEMED CORP205.2K shares-7.25%2026-03-312026-04-24

Sponsored

LECO LINCOLN ELECTRIC HOLDINGS305.9K shares0.70%2026-03-312026-04-24

UNP UNION PACIFIC CORP309.9K shares-3.83%2026-03-312026-04-24

IBOC INTERNATIONAL BANCSHARES CRP1.1M shares-8.74%2026-03-312026-04-24

AYI ACUITY INC252.7K shares1.74%2026-03-312026-04-24

AOS SMITH (A.O.) CORP1.1M shares-2.40%2026-03-312026-04-24

IDA IDACORP INC479.6K shares-9.05%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO226.6K shares-5.64%2026-03-312026-04-24

STERIS PLC STERIS PLC307.8K shares-3.28%2026-03-312026-04-24

Sponsored

CVCO CAVCO INDUSTRIES INC139.8K shares-9.62%2026-03-312026-04-24

MEDP MEDPACE HOLDINGS INC140.6K shares-4.99%2026-03-312026-04-24

AFG AMERICAN FINANCIAL GROUP INC525.7K shares11.93%2026-03-312026-04-24

CBOE CBOE HOLDINGS INC235.0K shares-22.60%2026-03-312026-04-24

EXPD EXPEDITORS INTL WASH INC452.6K shares-6.00%2026-03-312026-04-24

NTAP NETAPP INC631.5K shares29.03%2026-03-312026-04-24

ON ON SEMICONDUCTOR CORPORATION1.0M shares524.04%2026-03-312026-04-24

SYY SYSCO CORP880.9K shares-4.05%2026-03-312026-04-24

Sponsored

RPM RPM INTERNATIONAL INC630.5K shares-2.67%2026-03-312026-04-24

NYT NEW YORK TIMES CO CL A744.2K shares-25.39%2026-03-312026-04-24

UFPT UFP TECHNOLOGIES INC317.1K shares36.27%2026-03-312026-04-24

PLXS PLEXUS CORP296.5K shares-12.58%2026-03-312026-04-24

ATO ATMOS ENERGY CORP324.9K shares-5.39%2026-03-312026-04-24

TE CONNECTIVITY LTD TE CONNECTIVITY LTD283.5K shares-1.19%2026-03-312026-04-24

PG PROCTER & GAMBLE CO/THE410.0K shares-2.40%2026-03-312026-04-24

GWW WW GRAINGER INC53.7K shares2.06%2026-03-312026-04-24

Sponsored

JKHY JACK HENRY & ASSOCIATES INC364.3K shares-2.42%2026-03-312026-04-24

NTRS NORTHERN TRUST CORPORATION412.5K shares-3.42%2026-03-312026-04-24

KLAC KLA-TENCOR CORPORATION38.8K shares-24.62%2026-03-312026-04-24

AZO AUTOZONE INC16.6K shares1.79%2026-03-312026-04-24

AVY AVERY DENNISON CORP323.8K shares-1.11%2026-03-312026-04-24

FDS FACTSET RESH SYS INC255.8K shares-8.73%2026-03-312026-04-24

META META PLATFORMS INC96.2K shares2.44%2026-03-312026-04-24

MERCK & CO INC NEW MERCK & CO INC NEW453.2K shares-2.67%2026-03-312026-04-24

Sponsored

EWBC EAST WEST BANCORP INC509.6K shares-2.63%2026-03-312026-04-24

MKC MCCORMICK & CO INC1.1M shares-0.85%2026-03-312026-04-24

MTD METTLER-TOLEDO INTERNATIONAL41.7K shares1.17%2026-03-312026-04-24

ORCL ORACLE CORP357.3K shares-10.10%2026-03-312026-04-24

SMPL SIMPLY GOOD FOODS CO3.6M shares9.99%2026-03-312026-04-24

ZBH ZIMMER BIOMET HOLDINGS INC572.9K shares-10.03%2026-03-312026-04-24

FFIV F5 INC177.3K shares-2.66%2026-03-312026-04-24

ATEN A10 NETWORKS INC2.2M shares-10.96%2026-03-312026-04-24

Sponsored

LOW LOWES COS INC210.9K shares-4.08%2026-03-312026-04-24

SCI SERVICE CORP INTERNATIONAL602.8K shares-2.42%2026-03-312026-04-24

CRL CHARLES RIVER LABORATORIES INT285.4K shares-6.38%2026-03-312026-04-24

ITW ILLINOIS TOOL WORKS188.4K shares-1.37%2026-03-312026-04-24

AMZN AMAZON.COM INC235.3K shares-16.19%2026-03-312026-04-24

IBP INSTALLED BLDG PRODS INC172.8K shares-24.92%2026-03-312026-04-24

MSM MSC INDUSTRIAL DIRECT CO-A486.5K shares-11.90%2026-03-312026-04-24

ES EVERSOURCE ENERGY646.3K shares-3.50%2026-03-312026-04-24

Sponsored

WHD CACTUS INC CL A938.5K shares-9.65%2026-03-312026-04-24

MTDR MATADOR RESOURCES CO699.7K shares-6.51%2026-03-312026-04-24

PRGS PROGRESS SOFTWARE CORP1.7M shares-7.99%2026-03-312026-04-24

HALO HALOZYME THERAPEUTICS INC679.6K shares-13.08%2026-03-312026-04-24

CPT CAMDEN PROPERTY TRUST442.2K shares-2.22%2026-03-312026-04-24

LSTR LANDSTAR SYSTEM INC269.1K shares-11.61%2026-03-312026-04-24

MAS MASCO CORP COM713.6K shares37.74%2026-03-312026-04-24

ATMU ATMUS FILTRATION TECHNOLOGIES750.6K shares-12.06%2026-03-312026-04-24

Sponsored

GPC GENUINE PARTS CO401.6K shares44.03%2026-03-312026-04-24

ADI ANALOG DEVICES INC133.4K shares-6.04%2026-03-312026-04-24

WSM WILLIAMS-SONOMA INC231.3K shares-16.62%2026-03-312026-04-24

PAYC PAYCOM SOFTWARE INC346.0K shares10.73%2026-03-312026-04-24

DOX AMDOCS LTD ORD642.6K shares-2.50%2026-03-312026-04-24

CHKP CHECK POINT SOFTWARE TECH LTOR290.9K shares-16.57%2026-03-312026-04-24

UNH UNITED HEALTH GROUP INC153.6K shares-1.12%2026-03-312026-04-24

DT DYNATRACE INC1.1M shares-2.65%2026-03-312026-04-24

Sponsored

BLD TOPBUILD CORP115.0K shares-22.17%2026-03-312026-04-24

CPK CHESAPEAKE UTILITIES CORP318.8K shares-12.73%2026-03-312026-04-24

LAMR LAMAR ADVERTISING CO-A312.3K shares-2.36%2026-03-312026-04-24

BKNG BOOKING HLDGS INC9.3K shares1.03%2026-03-312026-04-24

BALL BALL CORP659.5K shares567.79%2026-03-312026-04-24

FELE FRANKLIN ELECTRIC CO INC416.0K shares-27.57%2026-03-312026-04-24

PBH PRESTIGE CONSMR HEALTHCARE INC643.3K shares-9.87%2026-03-312026-04-24

TXRH TEXAS ROADHOUSE INC230.8K shares-2.51%2026-03-312026-04-24

Sponsored

VMI VALMONT INDUSTRIES93.8K shares-12.39%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL CL BERKSHIRE HATHAWAY INC DEL CL76.6K shares-1.13%2026-03-312026-04-24

CUBE CUBESMART981.0K shares-2.21%2026-03-312026-04-24

NFLX NETFLIX INC370.1K shares158.46%2026-03-312026-04-24

SLGN SILGAN HOLDINGS INC913.9K shares-40.42%2026-03-312026-04-24

ACLS AXCELIS TECHNOLOGIES INC378.5K shares-11.50%2026-03-312026-04-24

CNS COHEN & STEERS INC558.4K shares-11.65%2026-03-312026-04-24

COP CONOCOPHILLIPS262.4K shares-9.79%2026-03-312026-04-24

Sponsored

MS MORGAN STANLEY208.7K shares-3.53%2026-03-312026-04-24

PSMT PRICESMART INC228.2K shares-11.63%2026-03-312026-04-24

MMC MARSH INC197.3K shares-3.59%2026-03-312026-04-24

UPS UNITED PARCEL SERVICE-CL B342.7K shares-7.07%2026-03-312026-04-24

TTC TORO CO352.7K shares-10.91%2026-03-312026-04-24

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF55.1K shares-2.46%2026-03-312026-04-24

BLACKROCK, INC. BLACKROCK, INC.33.5K shares-4.39%2026-03-312026-04-24

MZTI MARZETTI COMPANY232.6K shares-11.79%2026-03-312026-04-24

Sponsored

SIGI SELECTIVE INS GROUP INC425.5K shares-10.66%2026-03-312026-04-24

WAT WATERS CORP105.5K shares-6.11%2026-03-312026-04-24

LINDE PLC LINDE PLC63.1K shares319.71%2026-03-312026-04-24

GDDY GODADDY INC377.4K shares2.23%2026-03-312026-04-24

FTNT FORTINET INC379.6K shares0.40%2026-03-312026-04-24

CWST CASELLA WASTE SYS INC384.8K shares23.46%2026-03-312026-04-24

BDX BECTON DICKINSON AND CO191.6K shares-1.73%2026-03-312026-04-24

USPH U.S. PHYSICAL THERAPY INC400.1K shares-11.54%2026-03-312026-04-24

Sponsored

AMGN AMGEN INC.84.6K shares17.59%2026-03-312026-04-24

POWI POWER INTEGRATIONS INC577.6K shares-10.69%2026-03-312026-04-24

TMO THERMO FISHER SCIENTIFIC INC59.8K shares35.93%2026-03-312026-04-24

FCPT FOUR CORNERS PPTY TR INC COM1.2M shares-11.10%2026-03-312026-04-24

VSGX VANGUARD ESG INTL STOCK ETF397.4K shares15.23%2026-03-312026-04-24

HRB BLOCK H & R INC895.2K shares15.32%2026-03-312026-04-24

HAE HAEMONETICS CORP/MASS501.9K shares-13.56%2026-03-312026-04-24

APD AIR PRODUCTS & CHEMICALS INC95.8K shares-49.13%2026-03-312026-04-24

Sponsored

DHI D R HORTON INC202.1K shares-9.53%2026-03-312026-04-24

SXT SENSIENT TECHNOLOGIES CORP COM318.8K shares-12.78%2026-03-312026-04-24

EXLS EXLSERVICE HOLDINGS INC904.2K shares-65.33%2026-03-312026-04-24

DLB DOLBY LABORATORIES INC-CL A449.5K shares-49.22%2026-03-312026-04-24

VLTO VERALTO CORP304.7K shares1326.06%2026-03-312026-04-24

CATY CATHAY GENRAL BANCORP525.8K shares-12.70%2026-03-312026-04-24

BIO BIO RAD LABS INC93.5K shares4.07%2026-03-312026-04-24

QCOM QUALCOMM INC198.9K shares-4.15%2026-03-312026-04-24

Sponsored

PCTY PAYLOCITY HOLDING CORP226.3K shares43.26%2026-03-312026-04-24

THG HANOVER INSURANCE GROUP INC140.9K shares-17.26%2026-03-312026-04-24

TRNO TERRENO RLTY CORP391.7K shares-12.55%2026-03-312026-04-24

CRVL CORVEL CORP435.0K shares-11.97%2026-03-312026-04-24

IDCC INTERDIGITAL INC78.2K shares-43.83%2026-03-312026-04-24

UMBF UMB FINANCIAL CORP208.0K shares-12.28%2026-03-312026-04-24

ESAB ESAB CORPORATION239.6K sharesnew addition2026-03-312026-04-24

COLM COLUMBIA SPORTSWEAR CO420.9K shares-9.93%2026-03-312026-04-24

Sponsored

NKE NIKE INC -CL B433.1K shares-1.28%2026-03-312026-04-24

EW EDWARDS LIFESCIENCES CORP282.9K shares6.01%2026-03-312026-04-24

WM WASTE MGMT INC98.5K shares1343.14%2026-03-312026-04-24

WEC ENERGY GROUP INC COM WEC ENERGY GROUP INC COM195.1K shares-1.40%2026-03-312026-04-24

SRCE 1ST SOURCE CORP324.1K shares-12.90%2026-03-312026-04-24

A AGILENT TECHNOLOGIES, INC.193.4K shares-6.95%2026-03-312026-04-24

CVX CHEVRON CORP106.4K shares-9.08%2026-03-312026-04-24

DFIN DONNELLEY FINL SOLUTIONS INC467.1K shares-10.16%2026-03-312026-04-24

Sponsored

EOG EOG RES INC152.2K shares-9.66%2026-03-312026-04-24

ADBE ADOBE INC88.7K shares31.95%2026-03-312026-04-24

CVLT COMMVAULT SYSTEMS INC270.0K shares9.80%2026-03-312026-04-24

EATON CORPORATION EATON CORPORATION58.8K shares1560.35%2026-03-312026-04-24

DIS DISNEY (WALT) CO205.3K shares2318.14%2026-03-312026-04-24

MMSI MERIT MEDICAL SYSTEMS INC277.2K sharesnew addition2026-03-312026-04-24

CORT CORCEPT THERAPEUTICS INC462.6K shares-12.32%2026-03-312026-04-24

AMPH AMPHASTAR PHARMACEUTICALS INC944.8K shares-13.10%2026-03-312026-04-24

Sponsored

OII OCEANEERING INTL INC519.5K shares-2.39%2026-03-312026-04-24

EVR EVERCORE PARTNERS INC-CL A61.3K sharesnew addition2026-03-312026-04-24

UTL UNITIL CORP340.2K shares-11.69%2026-03-312026-04-24

LKFN LAKELAND FINANCIAL CORP303.9K shares-11.73%2026-03-312026-04-24

CHD CHURCH & DWIGHT INC181.9K shares-5.32%2026-03-312026-04-24

MCD MCDONALD'S CORPORATION50.4K shares-2.54%2026-03-312026-04-24

TJX TJX COMPANIES, INC.97.0K shares-0.66%2026-03-312026-04-24

AAMI ACADIAN ASSET MANAGEMENT INC281.6K sharesnew addition2026-03-312026-04-24

Sponsored

IWM ISHARES DJ RUSSELL 2000 TR ETF60.3K shares-50.91%2026-03-312026-04-24

ZTS ZOETIS INC122.3K shares-9.56%2026-03-312026-04-24

SBUX STARBUCKS CORP158.6K shares-6.51%2026-03-312026-04-24

PNC PNC FINANCIAL SERVICES GROUP67.0K shares-1.91%2026-03-312026-04-24

LAM RESEARCH CORPORATION LAM RESEARCH CORPORATION65.0K shares3213.78%2026-03-312026-04-24

PAYX PAYCHEX INC149.6K shares-3.94%2026-03-312026-04-24

CL COLGATE-PALMOLIVE CO160.3K shares-5.77%2026-03-312026-04-24

LULU LULULEMON ATHLETICA INC88.3K shares-19.47%2026-03-312026-04-24

Sponsored

SLB SLB LIMITED251.1K shares-2.03%2026-03-312026-04-24

PIPER SANDLER COMPANIES PIPER SANDLER COMPANIES165.6K sharesnew addition2026-03-312026-04-24

CMCSA COMCAST CORP NEW CL A433.1K shares-53.29%2026-03-312026-04-24

ORLY O REILLY AUTOMOTIVE INC NEW122.7K shares0.00%2026-03-312026-04-24

HD HOME DEPOT, INC.33.8K shares-0.61%2026-03-312026-04-24

MSCI MSCI INC20.3K shares-4.15%2026-03-312026-04-24

TER TERADYNE INC35.7K shares-92.09%2026-03-312026-04-24

TROW T ROWE PRICE GROUP INC114.8K shares-5.19%2026-03-312026-04-24

Sponsored

AWK AMERICAN WATER WORKS CO INC72.1K shares-0.95%2026-03-312026-04-24

VRSK VERISK ANALYTICS INC-CLASS A51.2K shares15.91%2026-03-312026-04-24

CNM CORE & MAIN INC193.2K shares-1.22%2026-03-312026-04-24

AME AMETEK INC NEW42.0K shares-5.43%2026-03-312026-04-24

PKG PACKAGING CORP OF AMERICA41.9K shares19.01%2026-03-312026-04-24

USB US BANCORP163.2K shares69.92%2026-03-312026-04-24

DHR DANAHER CORP43.5K shares-0.80%2026-03-312026-04-24

BROADCOM LTD BROADCOM LTD24.6K shares-1.68%2026-03-312026-04-24

Sponsored

EMR EMERSON ELECTRIC CO57.5K shares-5.12%2026-03-312026-04-24

VTI VANGUARD TOTAL STOCK MARKET IN23.4K shares0.69%2026-03-312026-04-24

AVB AVALONBAY COMMUNITIES INC45.8K shares-3.39%2026-03-312026-04-24

ABT ABBOTT LABS COM70.3K shares48.04%2026-03-312026-04-24

IEMG ISHARE CORE MSCI EMERGING MARK101.2K shares1435.83%2026-03-312026-04-24

BRO BROWN & BROWN INC COM104.2K shares20.72%2026-03-312026-04-24

BR BROADRIDGE FINANCIAL SOLUTIO40.0K shares29.72%2026-03-312026-04-24

CMI CUMMINS INC12.0K shares10.76%2026-03-312026-04-24

Sponsored

ULTA ULTA SALON COSMETIC & FRAGRANC12.1K shares-4.75%2026-03-312026-04-24

ISRG INTUITIVE SURGICAL INC13.7K shares-1.79%2026-03-312026-04-24

HSY THE HERSHEY COMPANY30.4K shares-2.75%2026-03-312026-04-24

KEYS KEYSIGHT TECHNOLOGIES IN22.2K sharesnew addition2026-03-312026-04-24

IDXX IDEXX LABS INC10.6K sharesnew addition2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS118.8K shares-0.49%2026-03-312026-04-24

DGX QUEST DIAGNOSTICS INC30.4K shares5.34%2026-03-312026-04-24

ABBV ABBVIE INC25.7K shares0.00%2026-03-312026-04-24

Sponsored

LMT LOCKHEED MARTIN CORP8.9K shares-73.35%2026-03-312026-04-24

HTO H2O AMERICA82.7K sharesnew addition2026-03-312026-04-24

VEEV VEEVA SYSTEMS INC-CLASS A27.2K shares-3.21%2026-03-312026-04-24

VO VANGUARD MID-CAP ETF16.3K shares-1.90%2026-03-312026-04-24

ACI ALBERTSONS COS INC262.6K shares0.00%2026-03-312026-04-24

CME CME GROUP INC.15.2K shares4.86%2026-03-312026-04-24

CHTR CHARTER COMMUNICATIONS INC-A20.7K shares-1.30%2026-03-312026-04-24

SPY STATE STREET SPDR S&P 500 ETF6.3K shares0.16%2026-03-312026-04-24

Sponsored

ECL ECOLAB INC15.4K shares-11.35%2026-03-312026-04-24

TSLA TESLA MOTORS INC9.6K shares183.69%2026-03-312026-04-24

VEA VANGUARD FTSE DEVELOPED ETF53.4K shares144.41%2026-03-312026-04-24

HON HONEYWELL INTERNATIONAL INC.14.3K shares-0.35%2026-03-312026-04-24

BKR BAKER HUGHES COMPANY CL A51.8K shares1.80%2026-03-312026-04-24

IWD ISHARES TR RUS 1000 VAL ETF14.6K shares0.00%2026-03-312026-04-24

MCO MOODYS CORP7.2K shares0.70%2026-03-312026-04-24

MA MASTERCARD INC6.1K shares-0.08%2026-03-312026-04-24

Sponsored

PYPL PAYPAL HOLDINGS INC65.1K shares0.15%2026-03-312026-04-24

LLY LILLY (ELI) & CO3.2K shares-0.62%2026-03-312026-04-24

NEE NEXTERA ENERGY INC30.7K shares0.00%2026-03-312026-04-24

KO COCA-COLA CO.36.8K shares-0.54%2026-03-312026-04-24

CTSH COGNIZANT TECHNOLOGY SOLUTIONS43.1K shares-0.01%2026-03-312026-04-24

RY ROYAL BANK OF CANADA14.9K shares0.00%2026-03-312026-04-24

BAC BANK OF AMERICA CORPORATION48.8K shares-0.03%2026-03-312026-04-24

DSI ISHARES MSCI KLD 400 SOCIAL19.0K shares0.00%2026-03-312026-04-24

Sponsored

VV VANGUARD INDEX FDS LARGE CAP E7.6K shares0.00%2026-03-312026-04-24

MMM 3M CO15.6K shares-16.69%2026-03-312026-04-24

BRK.A BERKSHIRE HATHAWAY INC-CL A3 shares0.00%2026-03-312026-04-24

IVV ISHARES S&P 500 INDEX FUND3.3K shares2.31%2026-03-312026-04-24

MEDTRONIC INC MEDTRONIC INC23.4K shares8.25%2026-03-312026-04-24

PFE PFIZER, INC.68.4K shares-3.29%2026-03-312026-04-24

IWR ISHARES TR RUSSELL MIDCAP19.7K shares0.05%2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD TR INVESCO EXCHANGE TRADED FD TR8.6K shares80.98%2026-03-312026-04-24

Sponsored

PH PARKER HANNIFIN CORP1.8K shares-37.42%2026-03-312026-04-24

NSC NORFOLK SOUTHERN CORP5.3K shares0.00%2026-03-312026-04-24

MTB M & T BANK CORP7.1K shares-1.11%2026-03-312026-04-24

SPGI S&P GLOBAL INC3.4K shares0.00%2026-03-312026-04-24

VUG VANGUARD GROWTH ETF3.2K shares-3.84%2026-03-312026-04-24

INTU INTUIT INC3.2K shares-3.93%2026-03-312026-04-24

ED CONSOLIDATED EDISON INC11.9K shares-1.65%2026-03-312026-04-24

MCK MCKESSON CORP1.5K shares-0.27%2026-03-312026-04-24

Sponsored

RTX RTX CORP6.5K shares-45.39%2026-03-312026-04-24

PSX PHILLIPS 666.9K shares0.00%2026-03-312026-04-24

VWO VANGUARD FTSE EMERGING MARKETS22.9K shares-85.04%2026-03-312026-04-24

CMG CHIPOTLE MEXICAN GRILL INC38.4K shares-8.42%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE4.1K shares-15.67%2026-03-312026-04-24

FIX COMFORT SYSTEMS USA INC850 shares-2.86%2026-03-312026-04-24

WFC WELLS FARGO & COMPANY14.5K shares7.40%2026-03-312026-04-24

WMT WAL-MART STORES INC8.9K shares-40.24%2026-03-312026-04-24

Sponsored

AMCOR PLC AMCOR PLC26.7K sharesnew addition2026-03-312026-04-24

ITOT ISHARES CORE S&P TOTAL US STOC7.4K shares10.51%2026-03-312026-04-24

IJR ISHARES CORE S&P SMALLCAP ETF8.4K shares0.00%2026-03-312026-04-24

NOC NORTHROP GRUMMAN CORP1.5K shares-8.99%2026-03-312026-04-24

OMC OMNICOM GROUP13.4K shares-14.33%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC1.2K shares-0.84%2026-03-312026-04-24

IWB ISHARES RUSSELL 10002.7K shares0.00%2026-03-312026-04-24

VIG VANGUARD DIVIDEND APPREC ETF4.5K shares1.29%2026-03-312026-04-24

Sponsored

STT STATE STREET CORP7.6K shares-0.66%2026-03-312026-04-24

INTC INTEL CORP21.5K shares-13.28%2026-03-312026-04-24

REGN REGENERON PHARMACEUTICALS INC1.2K shares-17.89%2026-03-312026-04-24

XYL XYLEM INC7.5K shares-0.27%2026-03-312026-04-24

KMB KIMBERLY-CLARK CORPORATION9.3K shares0.00%2026-03-312026-04-24

TGT TARGET CORP7.3K shares0.00%2026-03-312026-04-24

LHX L3HARRIS TECHNOLOGIES INC2.6K shares0.00%2026-03-312026-04-24

GEV GE VERNOVA INC993 shares-13.80%2026-03-312026-04-24

Sponsored

ASML ASML HOLDING N V N Y REGISTRY655 shares0.00%2026-03-312026-04-24

XLK TECHNOLOGY SELECT SECT SPDR6.3K shares0.48%2026-03-312026-04-24

TRV TRAVELERS COS INC2.8K shares13.40%2026-03-312026-04-24

BF.A BROWN FORMAN CORP CL A30.4K shares0.00%2026-03-312026-04-24

CAT CATERPILLAR INC.1.1K shares0.00%2026-03-312026-04-24

WAB WABTEC CORP3.2K shares0.00%2026-03-312026-04-24

SAP SAP AG4.7K shares-0.64%2026-03-312026-04-24

IBM INTL BUSINESS MACHINES CORP3.3K shares2.34%2026-03-312026-04-24

Sponsored

BMY BRISTOL-MYERS SQUIBB COMPANY12.7K shares0.00%2026-03-312026-04-24

GIS GENERAL MILLS INC20.2K shares-0.17%2026-03-312026-04-24

HCA HCA HOLDINGS INC1.6K shares0.00%2026-03-312026-04-24

DFAC DIMENSIONAL US CORE EQUITY 2 E19.2K shares-11.02%2026-03-312026-04-24

VXF VANGUARD EXTENDED MARKET ETF3.5K shares-83.74%2026-03-312026-04-24

CSX CSX CORP17.3K shares0.00%2026-03-312026-04-24

QUAL ISHARE EDGE MSCI USA QUALITY F3.6K shares-3.07%2026-03-312026-04-24

VT VANGUARD TOTAL WORLD STOCK ETF4.9K shares0.00%2026-03-312026-04-24

Sponsored

APH AMPHENOL CORP-CL A5.1K shares34.58%2026-03-312026-04-24

IEFA ISHARES CORE MSCI EAFE ETF6.9K shares4.99%2026-03-312026-04-24

TXN TEXAS INSTRUMENTS INC3.2K shares0.00%2026-03-312026-04-24

DG DOLLAR GENERAL CORP5.1K shares-5.56%2026-03-312026-04-24

SCHW SCHWAB (CHARLES) CORP6.4K shares-23.75%2026-03-312026-04-24

IWV ISHARES RUSSELL 3000 ETF1.6K shares0.00%2026-03-312026-04-24

CBT CABOT CORP7.7K shares0.00%2026-03-312026-04-24

VEU VANGUARD FTSE ALL WORLD EX-US7.6K shares2.44%2026-03-312026-04-24

Sponsored

GM GENERAL MOTORS CO7.4K shares0.00%2026-03-312026-04-24

CRM SALESFORCE INC3.0K shares-5.09%2026-03-312026-04-24

CTAS CINTAS CORPORATION3.1K shares-8.78%2026-03-312026-04-24

INVESCO QQQ ETF INVESCO QQQ ETF909 shares0.00%2026-03-312026-04-24

DEO DIAGEO PLC ADR7.0K shares-4.59%2026-03-312026-04-24

TD TORONTO DOMINION BK ONT5.4K shares0.00%2026-03-312026-04-24

BSX BOSTON SCIENTIFIC CORPORATION7.8K shares0.00%2026-03-312026-04-24

SCHF SCHWAB INTL EQUITY ETF19.6K shares0.00%2026-03-312026-04-24

Sponsored

PLD PROLOGIES INC3.6K shares0.00%2026-03-312026-04-24

SHM SPDR NUVEEN ICE SHORT TERM MUN9.9K shares1.72%2026-03-312026-04-24

CVS CVS HEALTH CORPORATION6.6K shares-54.15%2026-03-312026-04-24

MCHP MICROCHIP TECHNOLOGY INC7.1K shares0.00%2026-03-312026-04-24

BK THE BANK OF NEW YORK MELLON CO3.8K shares0.00%2026-03-312026-04-24

SUB ISHARES SHORT-TERM NATIONAL MU4.3K shares0.00%2026-03-312026-04-24

UNILEVER PLC-SPONSORED ADR UNILEVER PLC-SPONSORED ADR7.9K shares-0.06%2026-03-312026-04-24

TT TRANE TECHNOLOGIES PLC1.1K shares-4.44%2026-03-312026-04-24

Sponsored

MDLZ MONDELEZ INTERNATIONAL-W/I7.8K shares9.40%2026-03-312026-04-24

SHW SHERWIN WILLIAMS CO1.4K shares0.00%2026-03-312026-04-24

IQV IQVIA HLDGS INC2.6K sharesnew addition2026-03-312026-04-24

NVO NOVO-NORDISK AS ADR - B12.0K shares0.00%2026-03-312026-04-24

VYM VANGUARD HIGH DIVIDEND YIELD E2.9K shares0.00%2026-03-312026-04-24

HIG HARTFORD INSURANCE GROUP INC3.2K shares0.00%2026-03-312026-04-24

ALV AUTOLIV INC4.0K shares0.00%2026-03-312026-04-24

NOW SERVICENOW INC3.9K shares3.46%2026-03-312026-04-24

Sponsored

T AT & T INC13.9K shares-2.28%2026-03-312026-04-24

VCEB VANGUARD ESG US CORPORATE BOND6.4K shares0.00%2026-03-312026-04-24

VCSH VANGUARD S/T CORP BOND ETF5.1K shares2.55%2026-03-312026-04-24

VNQ VANGUARD REAL ESTATE ETF4.5K shares0.00%2026-03-312026-04-24

CSL CARLISLE COMPANIES INCORPORATE1.2K shares0.00%2026-03-312026-04-24

MDY SPDR S&P MIDCAP 400 ETF TRUST645 shares0.00%2026-03-312026-04-24

BF.B BROWN FORMAN CORP CL B14.8K shares0.00%2026-03-312026-04-24

DUKE ENERGY CORP DUKE ENERGY CORP3.0K shares-5.27%2026-03-312026-04-24

Sponsored

BN BROOKFIELD CORP CL A9.4K shares19.58%2026-03-312026-04-24

IJH ISHARES S&P MIDCAP 4005.5K shares0.00%2026-03-312026-04-24

VGT VANGUARD INFO TECH ETF515 shares0.00%2026-03-312026-04-24

PANW PALO ALTO NETWORKS INC2.1K shares0.00%2026-03-312026-04-24

DELL DELL TECHNOLOGIES INC2.0K shares-1.88%2026-03-312026-04-24

LRGF ISHARES MSCI USA MULTIFACTOR E5.0K shares0.00%2026-03-312026-04-24

JEF JEFFERIES FINL GROUP INC7.5K shares0.00%2026-03-312026-04-24

BIP BROOKFIELD INFRASTRUCTURE PART8.4K shares38.30%2026-03-312026-04-24

Sponsored

ICE INTERCONTINENTAL EXCHANGE1.9K shares0.00%2026-03-312026-04-24

SNPS SYNOPSYS INC743 shares0.00%2026-03-312026-04-24

FAST FASTENAL CO6.3K shares0.00%2026-03-312026-04-24

ENSG ENSIGN GROUP INC/THE1.4K shares0.00%2026-03-312026-04-24

WDC WESTERN DIGITAL CORP1.0K sharesnew addition2026-03-312026-04-24

ITT CORP ITT CORP1.4K shares0.00%2026-03-312026-04-24

XEL XCEL ENERGY INC3.3K shares0.00%2026-03-312026-04-24

BEN FRANKLIN RES INC11.0K shares0.00%2026-03-312026-04-24

Sponsored

CARR CARRIER GLOBAL CORPORATION4.6K shares-54.07%2026-03-312026-04-24

PPG PPG INDUSTRIES2.4K sharesnew addition2026-03-312026-04-24

USMV ISHARES MSCI USA MIN VOL2.8K shares0.00%2026-03-312026-04-24

SJM SMUCKER J M CO2.6K shares0.00%2026-03-312026-04-24

IWF ISHARES RUSSELL 1000 GROWTH FD575 shares0.00%2026-03-312026-04-24

UNFI UNITED NATURAL FOODS INC5.4K sharesnew addition2026-03-312026-04-24

FITB FIFTH THIRD BANCORP5.2K sharesnew addition2026-03-312026-04-24

ALL ALLSTATE CORP1.1K shares0.00%2026-03-312026-04-24

Sponsored

VGK VANGUARD FTSE EUROPE ETF2.8K sharesnew addition2026-03-312026-04-24

CSGS CSG SYSTEMS INTL INC2.8K shares-99.58%2026-03-312026-04-24

FI FISERV, INC.4.0K shares0.00%2026-03-312026-04-24

VB VANGUARD SMALL CAP VIPERS FUND856 shares0.00%2026-03-312026-04-24

VCIT VANGUARD I/T CORPORATE BOND ET2.7K shares4.66%2026-03-312026-04-24

INGR INGREDION INC2.0K shares-3.09%2026-03-312026-04-24

WMS ADVANCED DRAIN SYS INC DEL1.6K shares-17.72%2026-03-312026-04-24

VRTX VERTEX PHARMACEUTICALS INC485 shares0.00%2026-03-312026-04-24

Sponsored

MLM MARTIN MARIETTA MATERIALS363 shares0.00%2026-03-312026-04-24

SNDK SANDISK CORP333 sharesnew addition2026-03-312026-04-24

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC2.7K sharesnew addition2026-03-312026-04-24

VFC V F CORP11.7K shares0.00%2026-03-312026-04-24

AAPL

APPLE INC

-3.91%

Shares1.5M

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

-3.16%

Shares969.2K

Event2026-03-31

Filed2026-04-24

ALPHABET INC-A

-9.00%

Shares859.2K

Event2026-03-31

Filed2026-04-24

ALPHABET INC-CL C

-6.05%

Shares773.2K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-5.44%

Shares739.7K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORP

-1.21%

Shares1.1M

Event2026-03-31

Filed2026-04-24

ATR

APTARGROUP INC

-4.61%

Shares1.3M

Event2026-03-31

Filed2026-04-24

DCI

DONALDSON CO INC

-20.57%

Shares1.9M

Event2026-03-31

Filed2026-04-24

HUBBELL INC

-4.22%

Shares328.0K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

-11.15%

Shares594.1K

Event2026-03-31

Filed2026-04-24

VISA INC

-3.53%

Shares476.3K

Event2026-03-31

Filed2026-04-24

CFR

CULLEN/FROST BANKERS INC

-7.27%

Shares967.8K

Event2026-03-31

Filed2026-04-24

CINF

CINCINNATI FINANCIAL CORP

-2.50%

Shares755.8K

Event2026-03-31

Filed2026-04-24

AIT

APPLIED INDUSTRIAL TECH INC

-9.22%

Shares439.4K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORP

-2.56%

Shares112.8K

Event2026-03-31

Filed2026-04-24

WTS

WATTS WATER TECHNOLOGIES-A

-13.41%

Shares379.0K

Event2026-03-31

Filed2026-04-24

GMED

GLOBUS MEDICAL INC-A

-8.27%

Shares1.3M

Event2026-03-31

Filed2026-04-24

ROST

ROSS STORES INC

-12.59%

Shares481.7K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORPORATION

-7.69%

Shares606.4K

Event2026-03-31

Filed2026-04-24

MGY

MAGNOLIA OIL & GAS CORP

-22.56%

Shares3.2M

Event2026-03-31

Filed2026-04-24

WTRG

ESSENTIAL UTILS INC

-3.02%

Shares2.5M

Event2026-03-31

Filed2026-04-24

CHUBB LTD

-6.71%

Shares305.4K

Event2026-03-31

Filed2026-04-24

LFUS

LITTELFUSE INC

14.60%

Shares291.4K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYSTEMS INC

-4.06%

Shares1.3M

Event2026-03-31

Filed2026-04-24

AMAT

APPLIED MATERIALS, INC.

-29.07%

Shares284.6K

Event2026-03-31

Filed2026-04-24

CHH

CHOICE HOTELS INTL INC

-6.12%

Shares930.8K

Event2026-03-31

Filed2026-04-24

CBSH

COMMERCE BANCSHARES INC

-7.22%

Shares1.9M

Event2026-03-31

Filed2026-04-24

OGS

ONE GAS INC

-1.58%

Shares1.1M

Event2026-03-31

Filed2026-04-24

JAZZ

JAZZ PHARMACEUTICALS PLC

24.05%

Shares488.7K

Event2026-03-31

Filed2026-04-24

SYK

STRYKER CORP

-0.64%

Shares280.0K

Event2026-03-31

Filed2026-04-24

STAG

STAG INDUSTRIAL INC

-9.36%

Shares2.5M

Event2026-03-31

Filed2026-04-24

BJ'S WHOLESALE CLUB HOLDINGS

-1.29%

Shares912.4K

Event2026-03-31

Filed2026-04-24

QLYS

QUALYS INC

-8.47%

Shares1.0M

Event2026-03-31

Filed2026-04-24

DEERE & CO

-4.57%

Shares155.4K

Event2026-03-31

Filed2026-04-24

IEX

IDEX CORP COM

-2.16%

Shares452.7K

Event2026-03-31

Filed2026-04-24

ADP

AUTOMATIC DATA PROCESSING

-2.14%

Shares409.2K

Event2026-03-31

Filed2026-04-24

COOPER COS INC/THE

-6.30%

Shares1.2M

Event2026-03-31

Filed2026-04-24

ALLE

ALLEGION PLC

8.14%

Shares566.8K

Event2026-03-31

Filed2026-04-24

SNA

SNAP ON INC

3.79%

Shares226.0K

Event2026-03-31

Filed2026-04-24

JLL

JONES LANG LASALLE INC

-2.80%

Shares268.5K

Event2026-03-31

Filed2026-04-24

SEIC

SEI INVESTMENTS COMPANY

-4.15%

Shares1.0M

Event2026-03-31

Filed2026-04-24

BMI

BADGER METER INC

4.43%

Shares530.2K

Event2026-03-31

Filed2026-04-24

PEP

PEPSICO INC

-6.07%

Shares518.1K

Event2026-03-31

Filed2026-04-24

NDSN

NORDSON CORPORATION

-13.58%

Shares301.8K

Event2026-03-31

Filed2026-04-24

ACCENTURE PLC-CL A

-4.69%

Shares401.1K

Event2026-03-31

Filed2026-04-24

SFM

SPROUTS FARMERS MARKET INC

20.84%

Shares1.0M

Event2026-03-31

Filed2026-04-24

ANTERO MIDSTREAM CORP

-7.40%

Shares3.4M

Event2026-03-31

Filed2026-04-24

CHE

CHEMED CORP

-7.25%

Shares205.2K

Event2026-03-31

Filed2026-04-24

LECO

LINCOLN ELECTRIC HOLDINGS

0.70%

Shares305.9K

Event2026-03-31

Filed2026-04-24

UNP

UNION PACIFIC CORP

-3.83%

Shares309.9K

Event2026-03-31

Filed2026-04-24

IBOC

INTERNATIONAL BANCSHARES CRP

-8.74%

Shares1.1M

Event2026-03-31

Filed2026-04-24

AYI

ACUITY INC

1.74%

Shares252.7K

Event2026-03-31

Filed2026-04-24

AOS

SMITH (A.O.) CORP

-2.40%

Shares1.1M

Event2026-03-31

Filed2026-04-24

IDA

IDACORP INC

-9.05%

Shares479.6K

Event2026-03-31

Filed2026-04-24

AXP

AMERICAN EXPRESS CO

-5.64%

Shares226.6K

Event2026-03-31

Filed2026-04-24

STERIS PLC

-3.28%

Shares307.8K

Event2026-03-31

Filed2026-04-24

CVCO

CAVCO INDUSTRIES INC

-9.62%

Shares139.8K

Event2026-03-31

Filed2026-04-24

MEDP

MEDPACE HOLDINGS INC

-4.99%

Shares140.6K

Event2026-03-31

Filed2026-04-24

AFG

AMERICAN FINANCIAL GROUP INC

11.93%

Shares525.7K

Event2026-03-31

Filed2026-04-24

CBOE

CBOE HOLDINGS INC

-22.60%

Shares235.0K

Event2026-03-31

Filed2026-04-24

EXPD

EXPEDITORS INTL WASH INC

-6.00%

Shares452.6K

Event2026-03-31

Filed2026-04-24

NTAP

NETAPP INC

29.03%

Shares631.5K

Event2026-03-31

Filed2026-04-24

ON SEMICONDUCTOR CORPORATION

524.04%

Shares1.0M

Event2026-03-31

Filed2026-04-24

SYY

SYSCO CORP

-4.05%

Shares880.9K

Event2026-03-31

Filed2026-04-24

RPM

RPM INTERNATIONAL INC

-2.67%

Shares630.5K

Event2026-03-31

Filed2026-04-24

NYT

NEW YORK TIMES CO CL A

-25.39%

Shares744.2K

Event2026-03-31

Filed2026-04-24

UFPT

UFP TECHNOLOGIES INC

36.27%

Shares317.1K

Event2026-03-31

Filed2026-04-24

PLXS

PLEXUS CORP

-12.58%

Shares296.5K

Event2026-03-31

Filed2026-04-24

ATO

ATMOS ENERGY CORP

-5.39%

Shares324.9K

Event2026-03-31

Filed2026-04-24

TE CONNECTIVITY LTD

-1.19%

Shares283.5K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO/THE

-2.40%

Shares410.0K

Event2026-03-31

Filed2026-04-24

GWW

WW GRAINGER INC

2.06%

Shares53.7K

Event2026-03-31

Filed2026-04-24

JKHY

JACK HENRY & ASSOCIATES INC

-2.42%

Shares364.3K

Event2026-03-31

Filed2026-04-24

NTRS

NORTHERN TRUST CORPORATION

-3.42%

Shares412.5K

Event2026-03-31

Filed2026-04-24

KLAC

KLA-TENCOR CORPORATION

-24.62%

Shares38.8K

Event2026-03-31

Filed2026-04-24

AZO

AUTOZONE INC

1.79%

Shares16.6K

Event2026-03-31

Filed2026-04-24

AVY

AVERY DENNISON CORP

-1.11%

Shares323.8K

Event2026-03-31

Filed2026-04-24

FDS

FACTSET RESH SYS INC

-8.73%

Shares255.8K

Event2026-03-31

Filed2026-04-24