BTSMX
Boston Trust SMID Cap Fund
Boston Trust Walden Funds

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ON SEMICONDUCTOR CORP 0 176,061 176,061 1.57% $10.90M
BALL CORP 0 114,295 114,295 0.97% $6.76M
LITTELFUSE INC 0 19,719 19,719 0.96% $6.69M
VERALTO CORP 0 59,781 59,781 0.76% $5.29M
UFP TECHNOLOGIES INC 0 22,655 22,655 0.63% $4.39M
EVERCORE INC A 0 12,232 12,232 0.53% $3.65M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TERADYNE INC 77,018 0 -77,018 0.00% -$14.91M
EXLSERVICE HOLDINGS INC 228,921 0 -228,921 0.00% -$9.72M
AKAMAI TECHNOLOGIES INC 69,609 0 -69,609 0.00% -$6.07M
DOLBY LABORATORIES INC CL A 77,803 0 -77,803 0.00% -$5.00M
SILGAN HOLDINGS INC 103,641 0 -103,641 0.00% -$4.18M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
SNAP-ON INCORPORATED 37,867 38,847 980 2.03% $1.06M
ALLEGION PLC 88,665 96,005 7,340 2.01% -$168.67K
GLOBUS MEDICAL INC 136,138 150,872 14,734 1.87% $1.11M
NETAPP INC 75,517 103,917 28,400 1.53% $2.55M
JAZZ PHARMACEUTI 37,851 55,083 17,232 1.50% $3.98M
AMERICAN FINL GROUP INC OHIO 67,687 78,630 10,943 1.45% $790.38K
MASCO CORPORATION 100,714 145,798 45,084 1.27% $2.41M
BADGER METER INC 38,835 50,330 11,495 1.10% $894.56K
SPROUTS FMRS MKT INC 76,345 99,400 23,055 1.10% $1.58M
PAYCOM SOFTWARE INC 53,930 59,898 5,968 1.05% -$1.31M
GENUINE PARTS CO 40,245 61,860 21,615 0.94% $1.59M
SIMPLY GOOD FOODS CO 251,317 355,802 104,485 0.73% $59.31K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MAGNOLIA OIL and GAS CORPO CL A 648,721 484,287 -164,434 2.20% $1.09M
BJS WHSL CLUB HLDGS INC 155,021 149,406 -5,615 2.12% $748.00K
IDEX CORPORATION 80,402 76,932 -3,470 2.10% $275.73K
NORDSON CORP 60,291 50,488 -9,803 1.93% -$1.06M
ANTERO MIDSTREAM CORP 609,290 586,220 -23,070 1.92% $2.53M
CINCINNATI FINANCIAL CORP 86,588 83,308 -3,280 1.89% -$1.03M
SEI INVESTMENTS 169,743 162,448 -7,295 1.83% -$1.18M
JONES LANG LASALLE INC 43,538 41,658 -1,880 1.82% -$1.97M
HUBBELL INC 26,397 25,442 -955 1.80% $762.24K
APTARGROUP INC 101,824 98,139 -3,685 1.78% -$50.98K
SERVICE CORP INTERNATIONAL INC 153,126 147,326 -5,800 1.75% $216.63K
CULLEN FROST BANKERS INC 91,154 87,699 -3,455 1.73% $478.95K
ESSENTIAL UTILITIES INC 301,248 290,338 -10,910 1.68% $136.04K
EXPEDITORS INTL OF WASH INC 83,933 80,768 -3,165 1.66% -$938.46K
MEDPACE HOLDINGS INC 25,025 23,955 -1,070 1.66% -$2.55M
STERIS PLC 53,501 51,566 -1,935 1.64% -$2.16M
SMITH (AO) CORP 179,321 172,521 -6,800 1.64% -$616.95K
APPLIED INDU TEC 43,371 41,731 -1,640 1.59% -$64.30K
COOPER COS INC 158,325 152,345 -5,980 1.57% -$2.08M
CBOE GLOBAL MARKETS INC 50,818 37,178 -13,640 1.50% -$2.31M
WATTS WATER TECH INC CL A 36,654 35,274 -1,380 1.47% $122.45K
NEW YORK TIMES CO CL A 176,183 122,286 -53,897 1.47% -$1.99M
DONALDSON CO INC 145,445 120,370 -25,075 1.47% -$2.68M
F5 INC 36,635 35,255 -1,380 1.47% $848.88K
RPM INTL INC 105,132 101,152 -3,980 1.45% -$879.22K
CHARLES RIVER LABS INTL INC 57,520 55,325 -2,195 1.37% -$1.93M
ZIMMER BIOMET HO 106,810 102,775 -4,035 1.34% -$311.44K
JACK HENRY 60,310 58,120 -2,190 1.32% -$1.82M
QUALYS INC 109,183 104,463 -4,720 1.32% -$5.33M
EAST WEST BNCRP 87,839 84,664 -3,175 1.30% -$833.50K
CHOICE HOTELS INTL INC 88,828 85,458 -3,370 1.27% $383.15K
LINCOLN ELECTRIC HLDGS INC 36,795 35,415 -1,380 1.27% $3.61K
ATMOS ENERGY CORP 49,205 47,340 -1,865 1.26% $496.41K
AVERY DENNISON CORP 52,455 50,465 -1,990 1.25% -$826.22K
COMMERCE BCSHS 171,615 165,105 -6,510 1.17% -$859.17K
NORTHERN TRUST CORP 58,247 56,037 -2,210 1.13% -$134.87K
TEXAS ROADHOUSE INC 47,916 46,101 -1,815 1.10% -$340.94K
Common Stock 65,404 53,040 -12,364 1.09% -$4.56M
CAMDEN PROP TR 80,278 77,383 -2,895 1.09% -$1.28M
CFD_EQS GOLDUS33 2256908 118,895 114,590 -4,305 1.08% -$2.09M
MCCORMICK-N/V 154,037 148,202 -5,835 1.08% -$3.02M
MATADOR RESOURCES COMPANY 122,243 117,623 -4,620 1.07% $2.24M
CHEMED CORP 20,138 19,408 -730 1.06% -$1.29M
ACUITY INC 26,633 25,613 -1,020 1.03% -$2.41M
CUBESMART 202,616 194,931 -7,685 1.03% -$160.09K
LAMAR ADVERTISING CO CL A 58,328 56,218 -2,110 1.02% -$262.59K
DYNATRACE INC 196,792 189,332 -7,460 1.01% -$1.53M
ONE GAS INC 83,773 80,748 -3,025 1.00% $483.36K
TOPBUILD CORP 26,646 19,512 -7,134 0.99% -$4.26M
WILLIAMS-SONOMA INC 44,795 35,740 -9,055 0.94% -$1.48M
FACTSET RESEARCH SYSTEMS INC 30,168 29,033 -1,135 0.91% -$2.45M
STAG INDUSTRIAL INC CL A 176,804 170,094 -6,710 0.88% -$365.73K
IDACORP INC 42,579 41,034 -1,545 0.84% $477.83K
INTL BANCSHARES 86,003 82,888 -3,115 0.80% -$136.51K
NT-INST TRSR-PRM 6,260,118 5,295,977 -964,141 0.76% -$964.14K
CAVCO INDUSTRIES INC 11,208 10,783 -425 0.75% -$1.40M
GODADDY INC CL A 65,354 62,869 -2,485 0.75% -$2.91M
PROGRESS SOFTWARE CORP 161,346 155,236 -6,110 0.57% -$2.95M

No positions in this category.

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