The Analysis of Boston Trust Walden Corp's Holdings
Currently, Boston Trust Walden Corp holds 391 types of securities in its portfolio with a total value $13.6B. In the most recent quarter, they have increased their positions in GMED (+1.2M shares, valued at $67.9M), NYT (+1.0M shares, valued at $58.2M), GDDY (+305.2K shares, valued at $41.8M); decreased their positions in EVR (-167.6K shares, valued at $56.5M), JNJ (-299.9K shares, valued at $55.6M), WAT (-171.9K shares, valued at $51.5M); initiated new positions in GMED (+1.2M shares, valued at $67.9M), NYT (+1.0M shares, valued at $58.2M), GDDY (+305.2K shares, valued at $41.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP1.1M shares-7.21%2025-09-302025-10-17
AAPL APPLE INC1.6M shares-9.02%2025-09-302025-10-17 JPM JPMORGAN CHASE & CO825.8K shares-13.58%2025-09-302025-10-17 GOOGL ALPHABET INC-A1.1M shares-15.39%2025-09-302025-10-17 GOOG ALPHABET INC-CL C931.3K shares-12.68%2025-09-302025-10-17 DCI DONALDSON CO INC2.7M shares-4.36%2025-09-302025-10-17 NVDA NVIDIA CORP995.9K shares3.16%2025-09-302025-10-17 V VISA INC509.1K shares-7.43%2025-09-302025-10-17 ATR APTARGROUP INC1.2M shares16.42%2025-09-302025-10-17 QLYS QUALYS INC1.1M shares0.74%2025-09-302025-10-17 HUBB HUBBELL INC350.6K shares-4.89%2025-09-302025-10-17 ORCL ORACLE CORP506.4K shares-12.35%2025-09-302025-10-17 CFR CULLEN/FROST BANKERS INC1.1M shares-0.77%2025-09-302025-10-17 ADP AUTOMATIC DATA PROCESSING470.8K shares-5.38%2025-09-302025-10-17 WTS WATTS WATER TECHNOLOGIES-A477.6K shares-7.93%2025-09-302025-10-17 JNJ JOHNSON & JOHNSON714.6K shares-29.56%2025-09-302025-10-17 AIT APPLIED INDUSTRIAL TECH INC504.0K shares-0.82%2025-09-302025-10-17 CINF CINCINNATI FINANCIAL CORP785.5K shares-5.80%2025-09-302025-10-17 EXLS EXLSERVICE HOLDINGS INC2.7M shares-0.91%2025-09-302025-10-17 COST COSTCO WHOLESALE CORP125.3K shares-3.34%2025-09-302025-10-17 CBSH COMMERCE BANCSHARES INC1.9M shares28.32%2025-09-302025-10-17 ACN ACCENTURE PLC-CL A458.7K shares-15.32%2025-09-302025-10-17 CHH CHOICE HOTELS INTL INC1.0M shares8.40%2025-09-302025-10-17 AYI ACUITY INC319.1K shares10.17%2025-09-302025-10-17 SYK STRYKER CORP287.9K shares-7.08%2025-09-302025-10-17 CHE CHEMED CORP234.5K shares-5.24%2025-09-302025-10-17 WTRG ESSENTIAL UTILS INC2.6M shares3.15%2025-09-302025-10-17 STAG STAG INDUSTRIAL INC2.9M shares-0.69%2025-09-302025-10-17 COO COOPER COS INC/THE1.5M shares2.00%2025-09-302025-10-17 AMAT APPLIED MATERIALS, INC.472.9K shares-19.20%2025-09-302025-10-17 CB CHUBB LTD342.4K shares-17.85%2025-09-302025-10-17 ALLE ALLEGION PLC535.9K shares-19.82%2025-09-302025-10-17 MGY MAGNOLIA OIL & GAS CORP3.9M shares-1.52%2025-09-302025-10-17 CVCO CAVCO INDUSTRIES INC161.6K shares-1.00%2025-09-302025-10-17 SEIC SEI INVESTMENTS COMPANY1.1M shares-19.29%2025-09-302025-10-17 CSCO CISCO SYSTEMS INC1.4M shares-18.00%2025-09-302025-10-17 SMPL SIMPLY GOOD FOODS CO3.5M shares16.05%2025-09-302025-10-17 ROST ROSS STORES INC571.3K shares-12.01%2025-09-302025-10-17 BJ BJ'S WHOLESALE CLUB HOLDINGS924.8K shares7.30%2025-09-302025-10-17 IBOC INTERNATIONAL BANCSHARES CRP1.2M shares-11.08%2025-09-302025-10-17 PRGS PROGRESS SOFTWARE CORP2.0M shares8.57%2025-09-302025-10-17 OGS ONE GAS INC1.0M shares-2.11%2025-09-302025-10-17 TER TERADYNE INC611.3K shares43.02%2025-09-302025-10-17 JLL JONES LANG LASALLE INC281.1K shares-8.17%2025-09-302025-10-17 FDS FACTSET RESH SYS INC290.3K shares-2.42%2025-09-302025-10-17 NDSN NORDSON CORPORATION355.8K shares0.06%2025-09-302025-10-17 AXP AMERICAN EXPRESS CO242.8K shares-18.28%2025-09-302025-10-17 STE STERIS PLC324.3K shares0.09%2025-09-302025-10-17 UNP UNION PACIFIC CORP337.5K shares-19.84%2025-09-302025-10-17 PEP PEPSICO INC565.5K shares-23.12%2025-09-302025-10-17 AFG AMERICAN FINANCIAL GROUP INC543.3K shares-6.43%2025-09-302025-10-17 DLB DOLBY LABORATORIES INC-CL A1.1M shares-0.91%2025-09-302025-10-17 MEDP MEDPACE HOLDINGS INC151.2K shares0.08%2025-09-302025-10-17 SYY SYSCO CORP941.5K shares-15.80%2025-09-302025-10-17 RPM RPM INTERNATIONAL INC652.7K shares8.50%2025-09-302025-10-17 CBOE CBOE HOLDINGS INC313.5K shares-7.14%2025-09-302025-10-17 SNA SNAP ON INC221.3K shares-9.66%2025-09-302025-10-17 CHKP CHECK POINT SOFTWARE TECH LTOR368.1K shares-5.06%2025-09-302025-10-17 DE DEERE & CO165.6K shares-16.99%2025-09-302025-10-17 XOM EXXON MOBIL CORPORATION667.6K shares-1.72%2025-09-302025-10-17 AZO AUTOZONE INC17.3K shares-18.90%2025-09-302025-10-17 IDCC INTERDIGITAL INC215.1K shares-19.50%2025-09-302025-10-17 MKC MCCORMICK & CO INC1.1M shares2.49%2025-09-302025-10-17 NTRS NORTHERN TRUST CORPORATION547.9K shares-37.63%2025-09-302025-10-17 IDA IDACORP INC551.4K shares-2.71%2025-09-302025-10-17 LECO LINCOLN ELECTRIC HOLDINGS308.7K shares-9.19%2025-09-302025-10-17 AM ANTERO MIDSTREAM CORP3.7M shares5.49%2025-09-302025-10-17 LFUS LITTELFUSE INC273.9K shares-1.00%2025-09-302025-10-17 META META PLATFORMS INC95.6K shares4.24%2025-09-302025-10-17 SLGN SILGAN HOLDINGS INC1.6M shares-1.09%2025-09-302025-10-17 AOS SMITH (A.O.) CORP946.6K shares15.05%2025-09-302025-10-17 TEL TE CONNECTIVITY LTD310.6K shares-7.63%2025-09-302025-10-17 GMED GLOBUS MEDICAL INC-A1.2M sharesnew addition2025-09-302025-10-17 PAYC PAYCOM SOFTWARE INC319.9K shares-0.07%2025-09-302025-10-17 PG PROCTER & GAMBLE CO/THE428.8K shares-16.27%2025-09-302025-10-17 IBP INSTALLED BLDG PRODS INC266.9K shares-9.36%2025-09-302025-10-17 ZBH ZIMMER BIOMET HOLDINGS INC660.1K shares-4.79%2025-09-302025-10-17 AMZN AMAZON.COM INC294.8K shares-0.17%2025-09-302025-10-17 WSM WILLIAMS-SONOMA INC327.9K shares-6.34%2025-09-302025-10-17 APD AIR PRODUCTS & CHEMICALS INC234.1K shares-7.69%2025-09-302025-10-17 IEX IDEX CORP COM382.2K shares0.19%2025-09-302025-10-17 ATO ATMOS ENERGY CORP361.0K shares13.38%2025-09-302025-10-17 HALO HALOZYME THERAPEUTICS INC833.9K shares-1.34%2025-09-302025-10-17 EXPD EXPEDITORS INTL WASH INC490.5K shares-0.20%2025-09-302025-10-17 CNS COHEN & STEERS INC912.6K shares-1.11%2025-09-302025-10-17 FFIV F5 INC184.0K shares-12.40%2025-09-302025-10-17 NTAP NETAPP INC499.1K shares-7.72%2025-09-302025-10-17 BMI BADGER METER INC330.0K shares43.66%2025-09-302025-10-17 MZTI MARZETTI COMPANY340.0K shares-1.34%2025-09-302025-10-17 FELE FRANKLIN ELECTRIC CO INC616.3K shares-1.18%2025-09-302025-10-17 BLD TOPBUILD CORP149.2K shares-0.09%2025-09-302025-10-17 NYT NEW YORK TIMES CO CL A1.0M sharesnew addition2025-09-302025-10-17 KLAC KLA-TENCOR CORPORATION53.4K shares-10.95%2025-09-302025-10-17 LOW LOWES COS INC227.4K shares-15.22%2025-09-302025-10-17 EWBC EAST WEST BANCORP INC532.3K shares-6.98%2025-09-302025-10-17 DOX AMDOCS LTD ORD678.6K shares-0.05%2025-09-302025-10-17 JKHY JACK HENRY & ASSOCIATES INC372.8K shares34.74%2025-09-302025-10-17 MSM MSC INDUSTRIAL DIRECT CO-A592.5K shares-1.59%2025-09-302025-10-17 CSGS CSG SYSTEMS INTL INC843.5K shares-13.60%2025-09-302025-10-17 JAZZ JAZZ PHARMACEUTICALS PLC408.8K shares0.23%2025-09-302025-10-17 UNH UNITED HEALTH GROUP INC155.9K shares-23.56%2025-09-302025-10-17 PLXS PLEXUS CORP363.0K shares-1.72%2025-09-302025-10-17 SCI SERVICE CORP INTERNATIONAL621.9K shares-0.07%2025-09-302025-10-17 MTD METTLER-TOLEDO INTERNATIONAL42.0K shares0.22%2025-09-302025-10-17 ZBRA ZEBRA TECHNOLOGIES CORP CL A173.4K shares-0.16%2025-09-302025-10-17 BKNG BOOKING HLDGS INC9.5K shares-11.01%2025-09-302025-10-17 MTDR MATADOR RESOURCES CO1.1M shares-0.50%2025-09-302025-10-17 GWW WW GRAINGER INC53.3K shares-9.28%2025-09-302025-10-17 UFPT UFP TECHNOLOGIES INC251.8K shares-1.38%2025-09-302025-10-17 ES EVERSOURCE ENERGY704.8K shares-26.36%2025-09-302025-10-17 SIGI SELECTIVE INS GROUP INC617.5K shares-44.37%2025-09-302025-10-17 ITW ILLINOIS TOOL WORKS191.5K shares-2.59%2025-09-302025-10-17 CPT CAMDEN PROPERTY TRUST459.6K shares44.75%2025-09-302025-10-17 PBH PRESTIGE CONSMR HEALTHCARE INC786.1K shares-1.76%2025-09-302025-10-17 CRL CHARLES RIVER LABORATORIES INT307.2K shares36.44%2025-09-302025-10-17 ATEN A10 NETWORKS INC2.6M shares22.06%2025-09-302025-10-17 CUBE CUBESMART1.2M shares0.11%2025-09-302025-10-17 CORT CORCEPT THERAPEUTICS INC562.3K shares-1.71%2025-09-302025-10-17 HAE HAEMONETICS CORP/MASS956.7K shares-12.23%2025-09-302025-10-17 AVY AVERY DENNISON CORP284.5K shares-7.76%2025-09-302025-10-17 ACLS AXCELIS TECHNOLOGIES INC460.3K shares-45.59%2025-09-302025-10-17 WHD CACTUS INC CL A1.1M shares-7.86%2025-09-302025-10-17 VMI VALMONT INDUSTRIES113.6K shares-1.72%2025-09-302025-10-17 CPK CHESAPEAKE UTILITIES CORP323.8K shares13.33%2025-09-302025-10-17 SFM SPROUTS FARMERS MARKET INC398.5K shares1588.09%2025-09-302025-10-17 HRB BLOCK H & R INC857.1K shares-0.90%2025-09-302025-10-17 GDDY GODADDY INC305.2K sharesnew addition2025-09-302025-10-17 USPH U.S. PHYSICAL THERAPY INC490.1K shares-1.56%2025-09-302025-10-17 CRVL CORVEL CORP529.1K shares-1.45%2025-09-302025-10-17 MRK MERCK & CO INC NEW480.2K shares-25.06%2025-09-302025-10-17 BLK BLACKROCK, INC.34.4K shares-10.96%2025-09-302025-10-17 LSTR LANDSTAR SYSTEM INC326.4K shares-1.17%2025-09-302025-10-17 TXRH TEXAS ROADHOUSE INC239.1K shares0.03%2025-09-302025-10-17 DHI D R HORTON INC233.9K shares-17.50%2025-09-302025-10-17 GPC GENUINE PARTS CO285.3K shares-26.02%2025-09-302025-10-17 LAMR LAMAR ADVERTISING CO-A322.6K shares-13.23%2025-09-302025-10-17 BRK.B BERKSHIRE HATHAWAY INC DEL CL77.7K shares-1.72%2025-09-302025-10-17 BDX BECTON DICKINSON AND CO208.5K shares-13.51%2025-09-302025-10-17 DFIN DONNELLEY FINL SOLUTIONS INC733.9K shares-1.74%2025-09-302025-10-17 FCPT FOUR CORNERS PPTY TR INC COM1.5M shares-1.34%2025-09-302025-10-17 MAS MASCO CORP COM525.8K shares0.09%2025-09-302025-10-17 WAT WATERS CORP122.4K shares-58.42%2025-09-302025-10-17 SXT SENSIENT TECHNOLOGIES CORP COM389.0K shares-22.34%2025-09-302025-10-17 ADI ANALOG DEVICES INC146.5K shares-4.68%2025-09-302025-10-17 MMC MARSH MCLENNAN COS INC177.6K shares-8.03%2025-09-302025-10-17 QCOM QUALCOMM INC212.4K shares-25.19%2025-09-302025-10-17 VOO VANGUARD S&P 500 ETF54.4K shares22.07%2025-09-302025-10-17 UPS UNITED PARCEL SERVICE-CL B396.9K shares-21.31%2025-09-302025-10-17 TTC TORO CO429.3K shares-0.42%2025-09-302025-10-17 GPK GRAPHIC PACKAGING HLDG CO1.6M shares33.50%2025-09-302025-10-17 NKE NIKE INC -CL B450.0K shares-1.47%2025-09-302025-10-17 AMPH AMPHASTAR PHARMACEUTICALS INC1.2M shares-0.28%2025-09-302025-10-17 THG HANOVER INSURANCE GROUP INC171.9K shares-0.48%2025-09-302025-10-17 CMCSA COMCAST CORP NEW CL A982.1K shares-27.22%2025-09-302025-10-17 COP CONOCOPHILLIPS326.2K shares-19.15%2025-09-302025-10-17 TDC TERADATA CORP DEL COM1.4M shares-27.12%2025-09-302025-10-17 CATY CATHAY GENRAL BANCORP640.4K shares-1.69%2025-09-302025-10-17 FTNT FORTINET INC363.2K sharesnew addition2025-09-302025-10-17 UMBF UMB FINANCIAL CORP252.9K shares-1.76%2025-09-302025-10-17 A AGILENT TECHNOLOGIES, INC.229.8K shares-17.50%2025-09-302025-10-17 MS MORGAN STANLEY179.0K shares20.75%2025-09-302025-10-17 ADBE ADOBE INC80.5K shares-13.82%2025-09-302025-10-17 POWI POWER INTEGRATIONS INC703.2K shares-1.49%2025-09-302025-10-17 TRNO TERRENO RLTY CORP475.0K sharesnew addition2025-09-302025-10-17 AKAM AKAMAI TECHNOLOGIES INC354.2K shares0.19%2025-09-302025-10-17 BIO BIO RAD LABS INC95.4K sharesnew addition2025-09-302025-10-17 COLM COLUMBIA SPORTSWEAR CO511.0K shares-57.36%2025-09-302025-10-17 SRCE 1ST SOURCE CORP394.7K shares-1.78%2025-09-302025-10-17 FLO FLOWERS FOODS INC COM1.8M shares-23.81%2025-09-302025-10-17 LKFN LAKELAND FINANCIAL CORP373.3K sharesnew addition2025-09-302025-10-17 WEC WEC ENERGY GROUP INC COM202.6K shares42.75%2025-09-302025-10-17 PSMT PRICESMART INC180.8K sharesnew addition2025-09-302025-10-17 LULU LULULEMON ATHLETICA INC122.1K shares-12.17%2025-09-302025-10-17 EW EDWARDS LIFESCIENCES CORP275.1K shares-0.73%2025-09-302025-10-17 VSGX VANGUARD ESG INTL STOCK ETF303.5K shares15.76%2025-09-302025-10-17 TROW T ROWE PRICE GROUP INC202.0K shares-29.20%2025-09-302025-10-17 UTL UNITIL CORP413.6K shares10.56%2025-09-302025-10-17 TMO THERMO FISHER SCIENTIFIC INC40.1K shares1490.01%2025-09-302025-10-17 CVX CHEVRON CORP121.0K shares-1.79%2025-09-302025-10-17 PAYX PAYCHEX INC146.8K shares-0.13%2025-09-302025-10-17 NFLX NETFLIX INC14.9K shares3.11%2025-09-302025-10-17 CHD CHURCH & DWIGHT INC201.4K shares-0.11%2025-09-302025-10-17 MCD MCDONALD'S CORPORATION56.0K shares-12.26%2025-09-302025-10-17 INGR INGREDION INC136.9K shares6842.95%2025-09-302025-10-17 LMT LOCKHEED MARTIN CORP33.3K shares-0.21%2025-09-302025-10-17 SBUX STARBUCKS CORP181.7K shares-19.80%2025-09-302025-10-17 OII OCEANEERING INTL INC595.0K shares13.08%2025-09-302025-10-17 AMAL AMALGAMATED FINANCIAL CORP536.2K shares-1.45%2025-09-302025-10-17 TJX TJX COMPANIES, INC.98.0K shares0.28%2025-09-302025-10-17 PNC PNC FINANCIAL SERVICES GROUP70.3K shares-16.07%2025-09-302025-10-17 HD HOME DEPOT, INC.34.5K shares-18.70%2025-09-302025-10-17 ZTS ZOETIS INC94.5K shares-1.05%2025-09-302025-10-17 HSY THE HERSHEY COMPANY73.7K shares-19.92%2025-09-302025-10-17 ORLY O REILLY AUTOMOTIVE INC NEW122.8K shares-0.39%2025-09-302025-10-17 CL COLGATE-PALMOLIVE CO162.7K shares-31.96%2025-09-302025-10-17 AME AMETEK INC NEW66.1K shares-0.67%2025-09-302025-10-17 EVR EVERCORE PARTNERS INC-CL A35.7K shares-82.42%2025-09-302025-10-17 VWO VANGUARD FTSE EMERGING MARKETS215.5K shares-4.70%2025-09-302025-10-17 CNM CORE & MAIN INC203.5K shares4.77%2025-09-302025-10-17 SLB SLB LIMITED309.5K shares-46.89%2025-09-302025-10-17 EOG EOG RES INC94.5K shares-13.44%2025-09-302025-10-17 AWK AMERICAN WATER WORKS CO INC72.0K shares-28.22%2025-09-302025-10-17 AVB AVALONBAY COMMUNITIES INC49.4K shares-33.27%2025-09-302025-10-17 VEEV VEEVA SYSTEMS INC-CLASS A30.0K shares0.30%2025-09-302025-10-17 DHR DANAHER CORP44.1K shares-0.71%2025-09-302025-10-17 AVGO BROADCOM LTD26.1K shares0.95%2025-09-302025-10-17 ON ON SEMICONDUCTOR CORPORATION173.3K shares-30.50%2025-09-302025-10-17 BKR BAKER HUGHES COMPANY CL A165.3K shares-46.97%2025-09-302025-10-17 EMR EMERSON ELECTRIC CO60.7K shares-0.11%2025-09-302025-10-17 BR BROADRIDGE FINANCIAL SOLUTIO32.8K shares0.00%2025-09-302025-10-17 PKG PACKAGING CORP OF AMERICA35.4K shares-32.89%2025-09-302025-10-17 ULTA ULTA SALON COSMETIC & FRAGRANC13.6K shares-16.81%2025-09-302025-10-17 MSCI MSCI INC12.3K shares2.03%2025-09-302025-10-17 VTI VANGUARD TOTAL STOCK MARKET IN20.0K shares0.00%2025-09-302025-10-17 ABT ABBOTT LABS COM47.7K shares-6.11%2025-09-302025-10-17 BRO BROWN & BROWN INC COM67.7K shares1.08%2025-09-302025-10-17 ISRG INTUITIVE SURGICAL INC14.1K shares-0.76%2025-09-302025-10-17 ABBV ABBVIE INC25.7K shares0.19%2025-09-302025-10-17 CHTR CHARTER COMMUNICATIONS INC-A21.6K shares-1.28%2025-09-302025-10-17 DGX QUEST DIAGNOSTICS INC29.6K shares-64.18%2025-09-302025-10-17 BALL BALL CORP106.5K shares-52.77%2025-09-302025-10-17 VZ VERIZON COMMUNICATIONS120.3K shares-59.75%2025-09-302025-10-17 MDT MEDTRONIC INC52.1K shares-62.21%2025-09-302025-10-17 VO VANGUARD MID-CAP ETF16.7K shares18.28%2025-09-302025-10-17 ECL ECOLAB INC17.4K shares-5.33%2025-09-302025-10-17 USB US BANCORP95.9K shares-60.93%2025-09-302025-10-17 ACI ALBERTSONS COS INC262.6K shares0.00%2025-09-302025-10-17 CMI CUMMINS INC10.8K shares-3.72%2025-09-302025-10-17 PYPL PAYPAL HOLDINGS INC62.8K sharesnew addition2025-09-302025-10-17 SPY SPDR S&P 500 ETF TRUST6.3K shares0.00%2025-09-302025-10-17 AMGN AMGEN INC.14.7K shares-56.76%2025-09-302025-10-17 CME CME GROUP INC.15.1K shares-6.47%2025-09-302025-10-17 MA MASTERCARD INC6.1K shares-0.16%2025-09-302025-10-17 MCO MOODYS CORP7.3K shares-1.35%2025-09-302025-10-17 HON HONEYWELL INTERNATIONAL INC.14.6K shares-2.74%2025-09-302025-10-17 IWD ISHARES TR RUS 1000 VAL ETF14.6K shares0.00%2025-09-302025-10-17 LIN LINDE PLC6.2K shares1.08%2025-09-302025-10-17 MMM 3M CO18.8K shares-0.26%2025-09-302025-10-17 CTSH COGNIZANT TECHNOLOGY SOLUTIONS42.9K shares-54.51%2025-09-302025-10-17 BAC BANK OF AMERICA CORPORATION49.3K shares1.43%2025-09-302025-10-17 KO COCA-COLA CO.38.0K shares0.00%2025-09-302025-10-17 LLY LILLY (ELI) & CO3.2K shares-0.95%2025-09-302025-10-17 DSI ISHARES MSCI KLD 400 SOCIAL19.0K shares0.00%2025-09-302025-10-17 NEE NEXTERA ENERGY INC31.6K shares-0.53%2025-09-302025-10-17 VV VANGUARD INDEX FDS LARGE CAP E7.6K shares0.00%2025-09-302025-10-17 INTU INTUIT INC3.4K shares0.00%2025-09-302025-10-17 IWM ISHARES DJ RUSSELL 2000 TR ETF9.5K shares-76.38%2025-09-302025-10-17 VLTO VERALTO CORP21.5K shares0.15%2025-09-302025-10-17 BRK.A BERKSHIRE HATHAWAY INC-CL A3 shares0.00%2025-09-302025-10-17 PH PARKER HANNIFIN CORP3.0K shares0.00%2025-09-302025-10-17 RY ROYAL BANK OF CANADA15.2K shares0.00%2025-09-302025-10-17 IVV ISHARES S&P 500 INDEX FUND3.2K shares29.26%2025-09-302025-10-17 VRSK VERISK ANALYTICS INC-CLASS A8.2K shares1.38%2025-09-302025-10-17 RTX RTX CORP11.9K shares0.00%2025-09-302025-10-17 IWR ISHARES TR RUSSELL MIDCAP19.7K shares0.00%2025-09-302025-10-17 PFE PFIZER, INC.70.9K shares-0.05%2025-09-302025-10-17 SAP SAP AG6.3K shares-12.76%2025-09-302025-10-17 SPGI S&P GLOBAL INC3.4K shares0.44%2025-09-302025-10-17 CMG CHIPOTLE MEXICAN GRILL INC41.9K shares0.00%2025-09-302025-10-17 MTB M & T BANK CORP8.2K shares-83.33%2025-09-302025-10-17 VUG VANGUARD GROWTH ETF3.3K shares0.00%2025-09-302025-10-17 NSC NORFOLK SOUTHERN CORP5.3K shares0.00%2025-09-302025-10-17 WM WASTE MGMT INC7.1K shares0.64%2025-09-302025-10-17 WMT WAL-MART STORES INC15.1K shares1.92%2025-09-302025-10-17 GE GE AEROSPACE5.0K shares0.00%2025-09-302025-10-17 TSLA TESLA MOTORS INC3.4K shares0.51%2025-09-302025-10-17 ETN EATON CORPORATION3.6K shares1.42%2025-09-302025-10-17 OMC OMNICOM GROUP16.3K shares-9.57%2025-09-302025-10-17 VEA VANGUARD FTSE DEVELOPED ETF21.8K shares52.27%2025-09-302025-10-17 ED CONSOLIDATED EDISON INC12.1K shares0.00%2025-09-302025-10-17 SNPS SYNOPSYS INC2.4K shares-2.70%2025-09-302025-10-17 KMB KIMBERLY-CLARK CORPORATION9.5K shares-0.54%2025-09-302025-10-17 MCK MCKESSON CORP1.5K shares-7.90%2025-09-302025-10-17 WFC WELLS FARGO & COMPANY13.5K shares0.00%2025-09-302025-10-17 AMCR AMCOR PLC136.3K shares0.00%2025-09-302025-10-17 CVS CVS HEALTH CORPORATION14.4K shares-1.37%2025-09-302025-10-17 GIS GENERAL MILLS INC21.0K shares-74.19%2025-09-302025-10-17 NOC NORTHROP GRUMMAN CORP1.7K shares0.00%2025-09-302025-10-17 IWB ISHARES RUSSELL 10002.7K shares0.00%2025-09-302025-10-17 DIS DISNEY (WALT) CO8.5K shares-0.25%2025-09-302025-10-17 ITOT ISHARES CORE S&P TOTAL US STOC6.7K sharesnew addition2025-09-302025-10-17 XLK TECHNOLOGY SELECT SECT SPDR3.4K shares9.17%2025-09-302025-10-17 VIG VANGUARD DIVIDEND APPREC ETF4.4K shares11.99%2025-09-302025-10-17 GS GOLDMAN SACHS GROUP INC1.2K shares0.00%2025-09-302025-10-17 RSP INVESCO EXCHANGE TRADED FD TR5.0K shares0.00%2025-09-302025-10-17 PSX PHILLIPS 666.9K shares0.00%2025-09-302025-10-17 IBM INTL BUSINESS MACHINES CORP3.2K shares-5.64%2025-09-302025-10-17 STT STATE STREET CORP7.6K shares-16.77%2025-09-302025-10-17 IJR ISHARES CORE S&P SMALLCAP ETF7.4K shares18.18%2025-09-302025-10-17 INTC INTEL CORP24.8K shares-1.58%2025-09-302025-10-17 FI FISERV, INC.6.4K shares1.70%2025-09-302025-10-17 DFAC DIMENSIONAL US CORE EQUITY 2 E21.5K shares0.00%2025-09-302025-10-17 SCHW SCHWAB (CHARLES) CORP8.7K shares0.00%2025-09-302025-10-17 BF.A BROWN FORMAN CORP CL A30.4K shares-6.17%2025-09-302025-10-17 REGN REGENERON PHARMACEUTICALS INC1.5K shares0.00%2025-09-302025-10-17 LHX L3HARRIS TECHNOLOGIES INC2.6K shares-7.26%2025-09-302025-10-17 QUAL ISHARE EDGE MSCI USA QUALITY F4.0K shares15.50%2025-09-302025-10-17 DEO DIAGEO PLC ADR8.0K shares-7.62%2025-09-302025-10-17 GEV GE VERNOVA INC1.2K shares-1.20%2025-09-302025-10-17 BSX BOSTON SCIENTIFIC CORPORATION7.8K shares-76.85%2025-09-302025-10-17 CRM SALESFORCE INC3.1K shares1.17%2025-09-302025-10-17 FIX COMFORT SYSTEMS USA INC875 shares0.00%2025-09-302025-10-17 HCA HCA HOLDINGS INC1.7K shares0.00%2025-09-302025-10-17 NOW SERVICENOW INC763 shares-2.05%2025-09-302025-10-17 CTAS CINTAS CORPORATION3.4K shares-1.75%2025-09-302025-10-17 TRV TRAVELERS COS INC2.5K shares0.00%2025-09-302025-10-17 VT VANGUARD TOTAL WORLD STOCK ETF4.9K shares-9.22%2025-09-302025-10-17 NVO NOVO-NORDISK AS ADR - B12.0K shares0.00%2025-09-302025-10-17 TGT TARGET CORP7.3K shares-0.68%2025-09-302025-10-17 CSX CSX CORP18.3K shares0.00%2025-09-302025-10-17 MDLZ MONDELEZ INTERNATIONAL-W/I10.3K shares0.62%2025-09-302025-10-17 WAB WABTEC CORP3.2K shares0.00%2025-09-302025-10-17 ASML ASML HOLDING N V N Y REGISTRY655 sharesnew addition2025-09-302025-10-17 CBT CABOT CORP8.3K shares-3.49%2025-09-302025-10-17 CARR CARRIER GLOBAL CORPORATION10.2K shares0.00%2025-09-302025-10-17 IWV ISHARES RUSSELL 3000 ETF1.6K shares0.00%2025-09-302025-10-17 TXN TEXAS INSTRUMENTS INC3.3K shares0.00%2025-09-302025-10-17 BMY BRISTOL-MYERS SQUIBB COMPANY13.2K shares-1.51%2025-09-302025-10-17 IEFA ISHARES CORE MSCI EAFE ETF6.8K shares167.49%2025-09-302025-10-17 PPG PPG INDUSTRIES5.6K shares-11.15%2025-09-302025-10-17 CAT CATERPILLAR INC.1.2K shares0.00%2025-09-302025-10-17 DG DOLLAR GENERAL CORP5.4K shares-75.17%2025-09-302025-10-17 XYL XYLEM INC3.7K shares0.81%2025-09-302025-10-17 QQQ INVESCO QQQ ETF909 shares16.99%2025-09-302025-10-17 SHM SPDR NUVEEN BBG BARCLAYS ST MU11.1K sharesnew addition2025-09-302025-10-17 UL UNILEVER PLC-SPONSORED ADR9.0K shares0.09%2025-09-302025-10-17 VEU VANGUARD FTSE ALL WORLD EX-US7.4K shares0.00%2025-09-302025-10-17 ALV AUTOLIV INC4.2K shares4.10%2025-09-302025-10-17 IEMG ISHARE CORE MSCI EMERGING MARK7.5K shares29.70%2025-09-302025-10-17 JEF JEFFERIES FINL GROUP INC7.5K shares0.00%2025-09-302025-10-17 SHW SHERWIN WILLIAMS CO1.4K shares-17.20%2025-09-302025-10-17 TT TRANE TECHNOLOGIES PLC1.1K shares0.00%2025-09-302025-10-17 SUB ISHARES SHORT-TERM NATIONAL MU4.3K sharesnew addition2025-09-302025-10-17 SCHF SCHWAB INTL EQUITY ETF19.6K shares47.55%2025-09-302025-10-17 MCHP MICROCHIP TECHNOLOGY INC7.1K shares0.00%2025-09-302025-10-17 GM GENERAL MOTORS CO7.4K shares0.00%2025-09-302025-10-17 PANW PALO ALTO NETWORKS INC2.1K shares1.52%2025-09-302025-10-17 VNQ VANGUARD REAL ESTATE ETF4.8K shares5.37%2025-09-302025-10-17 TD TORONTO DOMINION BK ONT5.4K shares0.00%2025-09-302025-10-17 HIG HARTFORD INSURANCE GROUP INC3.2K shares0.00%2025-09-302025-10-17 BK THE BANK OF NEW YORK MELLON CO3.9K shares8.95%2025-09-302025-10-17 PLD PROLOGIES INC3.6K shares2.25%2025-09-302025-10-17 VYM VANGUARD HIGH DIVIDEND YIELD E2.9K sharesnew addition2025-09-302025-10-17 T AT & T INC14.6K shares0.00%2025-09-302025-10-17 VCEB VANGUARD ESG US CORPORATE BOND6.4K sharesnew addition2025-09-302025-10-17 BF.B BROWN FORMAN CORP CL B15.0K shares-1.32%2025-09-302025-10-17 MUB ISHARES NATIONAL MUNI BOND3.8K sharesnew addition2025-09-302025-10-17 DUK DUKE ENERGY CORP3.2K shares10.28%2025-09-302025-10-17 CSL CARLISLE COMPANIES INCORPORATE1.2K shares0.00%2025-09-302025-10-17 VGT VANGUARD INFO TECH ETF515 shares0.00%2025-09-302025-10-17 MDY SPDR S&P MIDCAP 400 ETF TRUST645 shares0.00%2025-09-302025-10-17 CLX CLOROX COMPANY3.0K shares-99.01%2025-09-302025-10-17 VCSH VANGUARD S/T CORP BOND ETF4.6K sharesnew addition2025-09-302025-10-17 IJH ISHARES S&P MIDCAP 4005.5K shares0.00%2025-09-302025-10-17 BN BROOKFIELD CORP CL A5.2K shares0.00%2025-09-302025-10-17 LRGF ISHARES MSCI USA MULTIFACTOR E5.0K shares0.00%2025-09-302025-10-17 VCIT VANGUARD I/T CORPORATE BOND ET4.1K shares0.00%2025-09-302025-10-17 OTIS OTIS WORLDWIDE CORP3.7K shares0.00%2025-09-302025-10-17 FAST FASTENAL CO6.7K shares0.00%2025-09-302025-10-17 ICE INTERCONTINENTAL EXCHANGE1.9K shares3.94%2025-09-302025-10-17 DELL DELL TECHNOLOGIES INC2.2K shares5.15%2025-09-302025-10-17 VB VANGUARD SMALL CAP VIPERS FUND1.1K sharesnew addition2025-09-302025-10-17 MANH MANHATTAN ASSOCS INC1.4K shares0.00%2025-09-302025-10-17 SJM SMUCKER J M CO2.6K shares0.00%2025-09-302025-10-17 AIG AMERICAN INTERNATIONAL GROUP3.5K shares0.00%2025-09-302025-10-17 NVS NOVARTIS AG2.1K shares0.00%2025-09-302025-10-17 WMS ADVANCED DRAIN SYS INC DEL2.0K shares0.00%2025-09-302025-10-17 XEL XCEL ENERGY INC3.3K shares0.00%2025-09-302025-10-17 IWF ISHARES RUSSELL 1000 GROWTH FD575 shares0.00%2025-09-302025-10-17 USMV ISHARES MSCI USA MIN VOL2.8K shares0.00%2025-09-302025-10-17 LRCX LAM RESEARCH CORPORATION2.0K sharesnew addition2025-09-302025-10-17 LH LABCORP HOLDINGS INC900 shares0.00%2025-09-302025-10-17 BEN FRANKLIN RES INC11.0K shares0.00%2025-09-302025-10-17 ITT ITT CORP1.4K shares0.00%2025-09-302025-10-17 ALL ALLSTATE CORP1.1K shares0.00%2025-09-302025-10-17 ENSG ENSIGN GROUP INC/THE1.4K shares0.00%2025-09-302025-10-17 VGSH VANGUARD SCOTTSDALE FDS SHORT3.9K sharesnew addition2025-09-302025-10-17 APH AMPHENOL CORP-CL A1.9K sharesnew addition2025-09-302025-10-17 MLM MARTIN MARIETTA MATERIALS363 sharesnew addition2025-09-302025-10-17 LPLA LPL FINANCIAL HOLDINGS INC680 shares0.00%2025-09-302025-10-17 SOLV SOLVENTUM CORP3.1K shares1.58%2025-09-302025-10-17 ANET ARISTA NETWORKS INC1.5K sharesnew addition2025-09-302025-10-17 K KELLANOVA2.7K shares0.00%2025-09-302025-10-17 GSLC GOLDMAN SACHS ACTIVE BETA US L1.7K sharesnew addition2025-09-302025-10-17 VTEB VANGUARD TAX-EXEMPT BOND ETF4.3K sharesnew addition2025-09-302025-10-17 VXF VANGUARD EXTENDED MARKET ETF1.0K shares-81.46%2025-09-302025-10-17 GSIE GOLDMAN SACHS ACTIVE BETA INTL5.0K sharesnew addition2025-09-302025-10-17 UNFI UNITED NATURAL FOODS INC5.4K sharesnew addition2025-09-302025-10-17 DORM DORMAN PRODUCTS INC1.3K sharesnew addition2025-09-302025-10-17 AGG ISHARES TR CORE US AGGBD ET2.0K sharesnew addition2025-09-302025-10-17 VFC V F CORP11.7K shares0.00%2025-09-302025-10-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available