Btim

Boston Trust Walden Corp as of March 31, 2026

Portfolio Holdings for Boston Trust Walden Corp

Boston Trust Walden Corp holds 388 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 3.1 $378M 1.5M 253.79
Microsoft Corp Common Stock (MSFT) 2.9 $359M 969k 370.17
Alphabet Inc-a Common Stock (GOOGL) 2.0 $247M 859k 287.56
Alphabet Inc-cl C Common Stock (GOOG) 1.8 $222M 773k 286.86
Jpmorgan Chase & Co Common Stock (JPM) 1.8 $218M 740k 294.16
Nvidia Corp Common Stock (NVDA) 1.6 $192M 1.1M 174.40
Aptargroup Common Stock (ATR) 1.4 $170M 1.3M 126.02
Donaldson Common Stock (DCI) 1.3 $161M 1.9M 84.87
Hubbell Common Stock (HUBB) 1.3 $161M 328k 490.74
Johnson & Johnson Common Stock (JNJ) 1.2 $145M 594k 244.44
Visa Common Stock (V) 1.2 $144M 476k 302.24
Cullen/frost Bankers Common Stock (CFR) 1.1 $133M 968k 137.08
Cincinnati Financial Corp Common Stock (CINF) 1.0 $119M 756k 157.35
Applied Industrial Tech Common Stock (AIT) 1.0 $117M 439k 265.32
Costco Wholesale Corp Common Stock (COST) 0.9 $112M 113k 996.43
Watts Water Technologies-a Common Stock (WTS) 0.9 $110M 379k 290.29
Globus Medical Inc-a Common Stock (GMED) 0.9 $108M 1.3M 86.16
Ross Stores Common Stock (ROST) 0.9 $104M 482k 216.63
Exxon Mobil Corporation Common Stock (XOM) 0.8 $103M 606k 169.66
Magnolia Oil & Gas Corp Common Stock (MGY) 0.8 $102M 3.2M 31.57
Essential Utils Common Stock (WTRG) 0.8 $100M 2.5M 40.27
Chubb Common Stock (CB) 0.8 $100M 305k 325.93
Littelfuse Common Stock (LFUS) 0.8 $99M 291k 339.35
Cisco Systems Common Stock (CSCO) 0.8 $99M 1.3M 77.59
Applied Materials Common Stock (AMAT) 0.8 $97M 285k 341.79
Choice Hotels Intl Common Stock (CHH) 0.8 $96M 931k 103.50
Commerce Bancshares Common Stock (CBSH) 0.8 $95M 1.9M 49.20
One Gas Common Stock (OGS) 0.8 $94M 1.1M 86.13
Jazz Pharmaceuticals Common Stock (JAZZ) 0.8 $92M 489k 189.05
Stryker Corp Common Stock (SYK) 0.8 $92M 280k 328.59
Stag Industrial Common Stock (STAG) 0.8 $92M 2.5M 36.06
Bj's Wholesale Club Holdings Common Stock (BJ) 0.7 $90M 912k 98.42
Qualys Common Stock (QLYS) 0.7 $89M 1.0M 87.85
Deere & Co Common Stock (DE) 0.7 $88M 155k 563.30
Idex Corp Common Stock (IEX) 0.7 $86M 453k 189.55
Automatic Data Processing Common Stock (ADP) 0.7 $83M 409k 203.18
Cooper Cos Inc/the Common Stock (COO) 0.7 $83M 1.2M 71.50
Allegion Common Stock (ALLE) 0.7 $82M 567k 145.29
Snap On Common Stock (SNA) 0.7 $82M 226k 363.22
Jones Lang Lasalle Common Stock (JLL) 0.7 $82M 269k 304.32
Sei Investments Company Common Stock (SEIC) 0.7 $82M 1.0M 78.47
Badger Meter Common Stock (BMI) 0.7 $81M 530k 152.35
Pepsico Common Stock (PEP) 0.7 $81M 518k 155.29
Nordson Corporation Common Stock (NDSN) 0.7 $80M 302k 266.06
Accenture Plc-cl A Common Stock (ACN) 0.7 $80M 401k 198.29
Sprouts Farmers Market Common Stock (SFM) 0.7 $79M 1.0M 77.13
Antero Midstream Corp Common Stock (AM) 0.6 $78M 3.4M 22.80
Chemed Corp Common Stock (CHE) 0.6 $78M 205k 377.74
Lincoln Electric Holdings Common Stock (LECO) 0.6 $76M 306k 249.08
Union Pacific Corp Common Stock (UNP) 0.6 $75M 310k 242.62
International Bancshares Crp Common Stock (IBOC) 0.6 $73M 1.1M 67.29
Acuity Common Stock (AYI) 0.6 $71M 253k 280.22
Smith Common Stock (AOS) 0.6 $69M 1.1M 65.94
Idacorp Common Stock (IDA) 0.6 $69M 480k 142.97
American Express Common Stock (AXP) 0.6 $69M 227k 302.48
Steris Common Stock (STE) 0.6 $68M 308k 221.13
Cavco Industries Common Stock (CVCO) 0.6 $68M 140k 484.29
Medpace Holdings Common Stock (MEDP) 0.6 $68M 141k 480.19
American Financial Group Common Stock (AFG) 0.6 $67M 526k 127.71
Cboe Holdings Common Stock (CBOE) 0.5 $66M 235k 281.07
Expeditors Intl Wash Common Stock (EXPD) 0.5 $65M 453k 143.23
Netapp Common Stock (NTAP) 0.5 $65M 632k 102.39
On Semiconductor Corporation Common Stock (ON) 0.5 $64M 1.0M 61.92
Sysco Corp Common Stock (SYY) 0.5 $63M 881k 71.33
Rpm International Common Stock (RPM) 0.5 $63M 631k 99.40
New York Times Co Cl A Common Stock (NYT) 0.5 $62M 744k 83.73
Ufp Technologies Common Stock (UFPT) 0.5 $61M 317k 193.60
Plexus Corp Common Stock (PLXS) 0.5 $60M 297k 202.54
Atmos Energy Corp Common Stock (ATO) 0.5 $60M 325k 184.72
Te Connectivity Common Stock (TEL) 0.5 $59M 284k 209.02
Procter & Gamble Co/the Common Stock (PG) 0.5 $59M 410k 144.44
Ww Grainger Common Stock (GWW) 0.5 $59M 54k 1090.81
Jack Henry & Associates Common Stock (JKHY) 0.5 $58M 364k 158.04
Northern Trust Corporation Common Stock (NTRS) 0.5 $58M 413k 139.57
Kla-tencor Corporation Common Stock (KLAC) 0.5 $57M 39k 1472.41
Autozone Common Stock (AZO) 0.5 $56M 17k 3377.78
Avery Dennison Corp Common Stock (AVY) 0.5 $56M 324k 172.68
Factset Resh Sys Common Stock (FDS) 0.5 $56M 256k 216.99
Meta Platforms Common Stock (META) 0.5 $55M 96k 572.13
Merck & Co Common Stock (MRK) 0.4 $55M 453k 120.29
East West Bancorp Common Stock (EWBC) 0.4 $54M 510k 106.76
Mccormick & Co Common Stock (MKC) 0.4 $54M 1.1M 50.44
Mettler-toledo International Common Stock (MTD) 0.4 $53M 42k 1261.20
Oracle Corp Common Stock (ORCL) 0.4 $53M 357k 147.11
Simply Good Foods Common Stock (SMPL) 0.4 $52M 3.6M 14.35
Zimmer Biomet Holdings Common Stock (ZBH) 0.4 $52M 573k 90.42
F5 Common Stock (FFIV) 0.4 $51M 177k 289.33
A10 Networks Common Stock (ATEN) 0.4 $50M 2.2M 23.12
Lowes Cos Common Stock (LOW) 0.4 $50M 211k 236.28
Service Corp International Common Stock (SCI) 0.4 $50M 603k 82.51
Charles River Laboratories Int Common Stock (CRL) 0.4 $49M 285k 172.50
Illinois Tool Works Common Stock (ITW) 0.4 $49M 188k 260.29
Amazon.com Common Stock (AMZN) 0.4 $49M 235k 208.27
Installed Bldg Prods Common Stock (IBP) 0.4 $46M 173k 265.15
Msc Industrial Direct Co-a Common Stock (MSM) 0.4 $45M 487k 92.27
Eversource Energy Common Stock (ES) 0.4 $45M 646k 69.28
Cactus Inc Cl A Common Stock (WHD) 0.4 $45M 939k 47.37
Matador Resources Common Stock (MTDR) 0.4 $44M 700k 63.18
Progress Software Corp Common Stock (PRGS) 0.4 $44M 1.7M 25.65
Halozyme Therapeutics Common Stock (HALO) 0.4 $44M 680k 64.63
Camden Property Trust Common Stock (CPT) 0.4 $43M 442k 97.66
Landstar System Common Stock (LSTR) 0.4 $43M 269k 160.31
Masco Corp Common Stock (MAS) 0.4 $43M 714k 60.37
Atmus Filtration Technologies Common Stock (ATMU) 0.4 $43M 751k 56.77
Genuine Parts Common Stock (GPC) 0.3 $43M 402k 105.75
Analog Devices Common Stock (ADI) 0.3 $42M 133k 318.14
Williams-sonoma Common Stock (WSM) 0.3 $42M 231k 182.33
Paycom Software Common Stock (PAYC) 0.3 $42M 346k 121.54
Amdocs Ltd Ord Common Stock (DOX) 0.3 $42M 643k 65.26
Check Point Software Tech Ltor Common Stock (CHKP) 0.3 $42M 291k 142.85
United Health Group Common Stock (UNH) 0.3 $42M 154k 270.59
Dynatrace Common Stock (DT) 0.3 $42M 1.1M 36.98
Topbuild Corp Common Stock (BLD) 0.3 $40M 115k 351.30
Chesapeake Utilities Corp Common Stock (CPK) 0.3 $40M 319k 126.37
Lamar Advertising Co-a Common Stock (LAMR) 0.3 $40M 312k 126.66
Booking Hldgs Common Stock (BKNG) 0.3 $39M 9.3k 4210.32
Ball Corp Common Stock (BALL) 0.3 $39M 660k 59.11
Franklin Electric Common Stock (FELE) 0.3 $38M 416k 92.17
Prestige Consmr Healthcare Common Stock (PBH) 0.3 $38M 643k 59.27
Texas Roadhouse Common Stock (TXRH) 0.3 $38M 231k 165.14
Valmont Industries Common Stock (VMI) 0.3 $38M 94k 399.57
Berkshire Hathaway Inc Del Cl Common Stock (BRK.B) 0.3 $37M 77k 479.20
Cubesmart Common Stock (CUBE) 0.3 $36M 981k 36.65
Netflix Common Stock (NFLX) 0.3 $36M 370k 96.15
Silgan Holdings Common Stock (SLGN) 0.3 $36M 914k 38.80
Axcelis Technologies Common Stock (ACLS) 0.3 $35M 379k 93.08
Cohen & Steers Common Stock (CNS) 0.3 $35M 558k 62.55
Conocophillips Common Stock (COP) 0.3 $35M 262k 132.00
Morgan Stanley Common Stock (MS) 0.3 $34M 209k 164.57
Pricesmart Common Stock (PSMT) 0.3 $34M 228k 150.50
Marsh Common Stock (MRSH) 0.3 $34M 197k 173.45
United Parcel Service-cl B Common Stock (UPS) 0.3 $34M 343k 98.38
Toro Common Stock (TTC) 0.3 $33M 353k 93.44
Vanguard S&p 500 Etf Etf - Eq (VOO) 0.3 $33M 55k 597.55
Blackrock Common Stock (BLK) 0.3 $32M 34k 961.71
Marzetti Company Common Stock (MZTI) 0.3 $32M 233k 138.33
Selective Ins Group Common Stock (SIGI) 0.3 $32M 426k 75.39
Waters Corp Common Stock (WAT) 0.3 $31M 106k 297.80
Linde Common Stock (LIN) 0.3 $31M 63k 495.76
Godaddy Common Stock (GDDY) 0.3 $31M 377k 82.67
Fortinet Common Stock (FTNT) 0.3 $31M 380k 81.72
Casella Waste Sys Common Stock (CWST) 0.3 $31M 385k 79.34
Becton Dickinson And Common Stock (BDX) 0.2 $30M 192k 157.23
U.s. Physical Therapy Common Stock (USPH) 0.2 $30M 400k 74.96
Amgen Common Stock (AMGN) 0.2 $30M 85k 351.85
Power Integrations Common Stock (POWI) 0.2 $30M 578k 51.20
Thermo Fisher Scientific Common Stock (TMO) 0.2 $29M 60k 491.53
Four Corners Ppty Tr Common Stock (FCPT) 0.2 $29M 1.2M 23.65
Vanguard Esg Intl Stock Etf Etf - Intl (VSGX) 0.2 $29M 397k 71.73
Block H & R Common Stock (HRB) 0.2 $28M 895k 31.74
Haemonetics Corp/mass Common Stock (HAE) 0.2 $28M 502k 56.36
Air Products & Chemicals Common Stock (APD) 0.2 $28M 96k 290.49
D R Horton Common Stock (DHI) 0.2 $28M 202k 137.22
Sensient Technologies Corp Common Stock (SXT) 0.2 $28M 319k 86.44
Exlservice Holdings Common Stock (EXLS) 0.2 $28M 904k 30.45
Dolby Laboratories Inc-cl A Common Stock (DLB) 0.2 $27M 450k 60.06
Veralto Corp Common Stock (VLTO) 0.2 $27M 305k 88.42
Cathay Genral Bancorp Common Stock (CATY) 0.2 $26M 526k 49.86
Bio Rad Labs Common Stock (BIO) 0.2 $26M 94k 278.75
Qualcomm Common Stock (QCOM) 0.2 $26M 199k 128.78
Paylocity Holding Corp Common Stock (PCTY) 0.2 $24M 226k 108.04
Hanover Insurance Group Common Stock (THG) 0.2 $24M 141k 173.35
Terreno Rlty Corp Common Stock (TRNO) 0.2 $24M 392k 61.42
Corvel Corp Common Stock (CRVL) 0.2 $24M 435k 54.65
Interdigital Common Stock (IDCC) 0.2 $24M 78k 302.00
Umb Financial Corp Common Stock (UMBF) 0.2 $24M 208k 112.79
Esab Corporation Common Stock (ESAB) 0.2 $23M 240k 96.66
Columbia Sportswear Common Stock (COLM) 0.2 $23M 421k 54.81
Nike Inc -cl B Common Stock (NKE) 0.2 $23M 433k 52.82
Edwards Lifesciences Corp Common Stock (EW) 0.2 $23M 283k 80.08
Waste Mgmt Common Stock (WM) 0.2 $23M 99k 229.79
Wec Energy Group Common Stock (WEC) 0.2 $23M 195k 115.77
1st Source Corp Common Stock (SRCE) 0.2 $22M 324k 69.21
Agilent Technologies Common Stock (A) 0.2 $22M 193k 113.98
Chevron Corp Common Stock (CVX) 0.2 $22M 106k 206.90
Donnelley Finl Solutions Common Stock (DFIN) 0.2 $22M 467k 47.14
Eog Res Common Stock (EOG) 0.2 $22M 152k 144.57
Adobe Common Stock (ADBE) 0.2 $22M 89k 243.08
Commvault Systems Common Stock (CVLT) 0.2 $21M 270k 77.89
Eaton Corporation Common Stock (ETN) 0.2 $21M 59k 357.67
Disney Common Stock (DIS) 0.2 $20M 205k 96.38
Merit Medical Systems Common Stock (MMSI) 0.2 $19M 277k 68.93
Corcept Therapeutics Common Stock (CORT) 0.2 $19M 463k 40.31
Amphastar Pharmaceuticals Common Stock (AMPH) 0.2 $19M 945k 19.59
Oceaneering Intl Common Stock (OII) 0.2 $18M 520k 35.47
Evercore Partners Inc-cl A Common Stock (EVR) 0.2 $18M 61k 298.51
Unitil Corp Common Stock (UTL) 0.1 $18M 340k 52.24
Lakeland Financial Corp Common Stock (LKFN) 0.1 $17M 304k 57.38
Church & Dwight Common Stock (CHD) 0.1 $17M 182k 93.32
Mcdonald's Corporation Common Stock (MCD) 0.1 $16M 50k 310.79
Tjx Companies Common Stock (TJX) 0.1 $16M 97k 159.70
Acadian Asset Management Common Stock (AAMI) 0.1 $15M 282k 54.42
Ishares Dj Russell 2000 Tr Etf Etf - Eq (IWM) 0.1 $15M 60k 248.00
Zoetis Common Stock (ZTS) 0.1 $15M 122k 118.21
Starbucks Corp Common Stock (SBUX) 0.1 $14M 159k 89.59
Pnc Financial Services Group Common Stock (PNC) 0.1 $14M 67k 208.09
Lam Research Corporation Common Stock (LRCX) 0.1 $14M 65k 213.66
Paychex Common Stock (PAYX) 0.1 $14M 150k 92.12
Colgate-palmolive Common Stock (CL) 0.1 $14M 160k 85.23
Lululemon Athletica Common Stock (LULU) 0.1 $14M 88k 153.10
SLB Common Stock (SLB) 0.1 $13M 251k 51.39
Piper Sandler Companies Common Stock (PIPR) 0.1 $13M 166k 76.55
Comcast Corp New Cl A Common Stock (CMCSA) 0.1 $12M 433k 28.71
O Reilly Automotive Common Stock (ORLY) 0.1 $11M 123k 92.31
Home Depot Common Stock (HD) 0.1 $11M 34k 328.89
Msci Common Stock (MSCI) 0.1 $11M 20k 539.01
Teradyne Common Stock (TER) 0.1 $11M 36k 296.46
T Rowe Price Group Common Stock (TROW) 0.1 $10M 115k 90.14
American Water Works Common Stock (AWK) 0.1 $9.8M 72k 136.09
Verisk Analytics Inc-class A Common Stock (VRSK) 0.1 $9.7M 51k 189.75
Core & Main Common Stock (CNM) 0.1 $9.5M 193k 49.40
Ametek Common Stock (AME) 0.1 $9.0M 42k 214.36
Packaging Corp Of America Common Stock (PKG) 0.1 $8.9M 42k 212.22
Us Bancorp Common Stock (USB) 0.1 $8.5M 163k 52.01
Danaher Corp Common Stock (DHR) 0.1 $8.2M 44k 189.60
Broadcom Common Stock (AVGO) 0.1 $7.6M 25k 309.51
Emerson Electric Common Stock (EMR) 0.1 $7.5M 58k 131.02
Vanguard Total Stock Market In Etf - Eq (VTI) 0.1 $7.5M 23k 320.81
Avalonbay Communities Common Stock (AVB) 0.1 $7.5M 46k 163.35
Abbott Labs Common Stock (ABT) 0.1 $7.2M 70k 102.67
Ishare Core Msci Emerging Mark Etf - Intl (IEMG) 0.1 $7.1M 101k 69.75
Brown & Brown Common Stock (BRO) 0.1 $6.8M 104k 65.21
Broadridge Financial Solutio Common Stock (BR) 0.1 $6.5M 40k 162.48
Cummins Common Stock (CMI) 0.1 $6.5M 12k 538.02
Ulta Salon Cosmetic & Fragranc Common Stock (ULTA) 0.1 $6.3M 12k 522.71
Intuitive Surgical Common Stock (ISRG) 0.1 $6.3M 14k 460.99
The Hershey Company Common Stock (HSY) 0.1 $6.3M 30k 207.89
Keysight Technologies In Common Stock (KEYS) 0.1 $6.3M 22k 282.37
Idexx Labs Common Stock (IDXX) 0.0 $6.0M 11k 561.89
Verizon Communications Common Stock (VZ) 0.0 $6.0M 119k 50.20
Quest Diagnostics Common Stock (DGX) 0.0 $6.0M 30k 195.98
Abbvie Common Stock (ABBV) 0.0 $5.6M 26k 217.49
Lockheed Martin Corp Common Stock (LMT) 0.0 $5.4M 8.9k 604.39
H2o America Common Stock (HTO) 0.0 $4.9M 83k 58.67
Veeva Systems Inc-class A Common Stock (VEEV) 0.0 $4.8M 27k 175.66
Vanguard Mid-cap Etf Etf - Eq (VO) 0.0 $4.7M 16k 287.18
Albertsons Cos Common Stock (ACI) 0.0 $4.5M 263k 17.04
Cme Group Common Stock (CME) 0.0 $4.5M 15k 295.35
Charter Communications Inc-a Common Stock (CHTR) 0.0 $4.5M 21k 215.88
State Street Spdr S&p 500 Etf Etf - Eq (SPY) 0.0 $4.1M 6.3k 650.34
Ecolab Common Stock (ECL) 0.0 $4.1M 15k 266.02
Tesla Motors Common Stock (TSLA) 0.0 $3.6M 9.6k 371.75
Vanguard Ftse Developed Etf Etf - Intl (VEA) 0.0 $3.4M 53k 64.08
Honeywell International Common Stock (HON) 0.0 $3.2M 14k 226.03
Baker Hughes Company Cl A Common Stock (BKR) 0.0 $3.2M 52k 61.05
Ishares Tr Rus 1000 Val Etf Etf - Eq (IWD) 0.0 $3.1M 15k 213.67
Moodys Corp Common Stock (MCO) 0.0 $3.1M 7.2k 436.25
Mastercard Common Stock (MA) 0.0 $3.0M 6.1k 499.66
Paypal Holdings Common Stock (PYPL) 0.0 $2.9M 65k 45.23
Lilly Common Stock (LLY) 0.0 $2.9M 3.2k 919.77
Nextera Energy Common Stock (NEE) 0.0 $2.8M 31k 92.88
Coca-cola Common Stock (KO) 0.0 $2.8M 37k 76.05
Cognizant Technology Solutions Common Stock (CTSH) 0.0 $2.6M 43k 61.35
Royal Bank Of Canada Common Stock (RY) 0.0 $2.4M 15k 161.78
Bank Of America Corporation Common Stock (BAC) 0.0 $2.4M 49k 48.75
Ishares Msci Kld 400 Social Etf - Eq (DSI) 0.0 $2.3M 19k 121.19
Vanguard Index Fds Large Cap E Etf - Eq (VV) 0.0 $2.3M 7.6k 298.85
3M Common Stock (MMM) 0.0 $2.3M 16k 145.23
Berkshire Hathaway Inc-cl A Common Stock (BRK.A) 0.0 $2.2M 3.00 718140.00
Ishares S&p 500 Index Fund Etf - Eq (IVV) 0.0 $2.1M 3.3k 653.21
Medtronic Common Stock (MDT) 0.0 $2.0M 23k 86.65
Pfizer Common Stock (PFE) 0.0 $1.9M 68k 28.08
Ishares Tr Russell Midcap Etf - Eq (IWR) 0.0 $1.9M 20k 97.23
Invesco Exchange Traded Fd Tr Etf - Eq (RSP) 0.0 $1.7M 8.6k 191.92
Parker Hannifin Corp Common Stock (PH) 0.0 $1.6M 1.8k 895.24
Norfolk Southern Corp Common Stock (NSC) 0.0 $1.5M 5.3k 287.00
M & T Bank Corp Common Stock (MTB) 0.0 $1.5M 7.1k 206.72
S&p Global Common Stock (SPGI) 0.0 $1.5M 3.4k 425.34
Vanguard Growth Etf Etf - Eq (VUG) 0.0 $1.4M 3.2k 436.79
Intuit Common Stock (INTU) 0.0 $1.4M 3.2k 432.38
Consolidated Edison Common Stock (ED) 0.0 $1.3M 12k 113.18
Mckesson Corp Common Stock (MCK) 0.0 $1.3M 1.5k 865.36
Rtx Corp Common Stock (RTX) 0.0 $1.3M 6.5k 192.90
Phillips 66 Common Stock (PSX) 0.0 $1.2M 6.9k 182.18
Vanguard Ftse Emerging Markets Etf - Intl (VWO) 0.0 $1.2M 23k 54.05
Chipotle Mexican Grill Common Stock (CMG) 0.0 $1.2M 38k 32.01
Ge Aerospace Common Stock (GE) 0.0 $1.2M 4.1k 283.77
Comfort Systems Usa Common Stock (FIX) 0.0 $1.2M 850.00 1378.99
Wells Fargo & Company Common Stock (WFC) 0.0 $1.2M 15k 79.61
Wal-mart Stores Common Stock (WMT) 0.0 $1.1M 8.9k 124.28
Amcor Common Stock (AMCR) 0.0 $1.1M 27k 39.75
Ishares Core S&p Total Us Stoc Etf - Eq (ITOT) 0.0 $1.0M 7.4k 142.43
Ishares Core S&p Smallcap Etf Etf - Eq (IJR) 0.0 $1.0M 8.4k 124.31
Northrop Grumman Corp Common Stock (NOC) 0.0 $1.0M 1.5k 682.24
Omnicom Group Common Stock (OMC) 0.0 $1.0M 13k 75.31
Goldman Sachs Group Common Stock (GS) 0.0 $1.0M 1.2k 845.99
Ishares Russell 1000 Etf - Eq (IWB) 0.0 $965k 2.7k 356.56
Vanguard Dividend Apprec Etf Etf - Eq (VIG) 0.0 $964k 4.5k 215.06
State Street Corp Common Stock (STT) 0.0 $958k 7.6k 126.56
Intel Corp Common Stock (INTC) 0.0 $951k 22k 44.13
Regeneron Pharmaceuticals Common Stock (REGN) 0.0 $922k 1.2k 772.64
Xylem Common Stock (XYL) 0.0 $899k 7.5k 119.50
Kimberly-clark Corporation Common Stock (KMB) 0.0 $896k 9.3k 96.47
Target Corp Common Stock (TGT) 0.0 $882k 7.3k 121.20
L3harris Technologies Common Stock (LHX) 0.0 $882k 2.6k 345.15
Ge Vernova Common Stock (GEV) 0.0 $867k 993.00 872.90
Asml Holding N V N Y Registry Common Stock (ASML) 0.0 $865k 655.00 1320.83
Technology Select Sect Spdr Etf - Eq (XLK) 0.0 $842k 6.3k 132.90
Travelers Cos Common Stock (TRV) 0.0 $822k 2.8k 291.68
Brown Forman Corp Cl A Common Stock (BF.A) 0.0 $814k 30k 26.79
Caterpillar Common Stock (CAT) 0.0 $801k 1.1k 708.46
Wabtec Corp Common Stock (WAB) 0.0 $800k 3.2k 249.91
Sap Common Stock (SAP) 0.0 $799k 4.7k 171.21
Intl Business Machines Corp Common Stock (IBM) 0.0 $796k 3.3k 242.39
Bristol-myers Squibb Company Common Stock (BMY) 0.0 $771k 13k 60.65
General Mills Common Stock (GIS) 0.0 $752k 20k 37.22
Hca Holdings Common Stock (HCA) 0.0 $749k 1.6k 473.24
Dimensional Us Core Equity 2 E Etf - Eq (DFAC) 0.0 $745k 19k 38.86
Vanguard Extended Market Etf Etf - Eq (VXF) 0.0 $730k 3.5k 205.80
Csx Corp Common Stock (CSX) 0.0 $711k 17k 41.05
Ishare Edge Msci Usa Quality F Etf - Eq (QUAL) 0.0 $697k 3.6k 191.81
Vanguard Total World Stock Etf Etf - Intl (VT) 0.0 $681k 4.9k 138.32
Amphenol Corp-cl A Common Stock (APH) 0.0 $639k 5.1k 126.35
Ishares Core Msci Eafe Etf Etf - Intl (IEFA) 0.0 $623k 6.9k 90.53
Texas Instruments Common Stock (TXN) 0.0 $619k 3.2k 194.14
Dollar General Corp Common Stock (DG) 0.0 $605k 5.1k 118.73
Schwab Common Stock (SCHW) 0.0 $603k 6.4k 93.98
Ishares Russell 3000 Etf Etf - Eq (IWV) 0.0 $589k 1.6k 370.68
Cabot Corp Common Stock (CBT) 0.0 $582k 7.7k 75.31
Vanguard Ftse All World Ex-us Etf - Intl (VEU) 0.0 $569k 7.6k 75.10
General Motors Common Stock (GM) 0.0 $554k 7.4k 74.50
Salesforce Common Stock (CRM) 0.0 $553k 3.0k 186.67
Cintas Corporation Common Stock (CTAS) 0.0 $527k 3.1k 169.14
Invesco Qqq Etf Etf - Eq (QQQ) 0.0 $525k 909.00 577.18
Diageo Common Stock (DEO) 0.0 $519k 7.0k 74.45
Toronto Dominion Bk Ont Common Stock (TD) 0.0 $504k 5.4k 93.31
Boston Scientific Corporation Common Stock (BSX) 0.0 $487k 7.8k 62.75
Schwab Intl Equity Etf Etf - Intl (SCHF) 0.0 $485k 20k 24.75
Prologies Common Stock (PLD) 0.0 $481k 3.6k 132.18
Spdr Nuveen Ice Short Term Mun Etf - Fi (SHM) 0.0 $475k 9.9k 47.83
Cvs Health Corporation Common Stock (CVS) 0.0 $475k 6.6k 71.82
Microchip Technology Common Stock (MCHP) 0.0 $457k 7.1k 64.61
The Bank Of New York Mellon Common Stock (BK) 0.0 $456k 3.8k 118.63
Ishares Short-term National Mu Etf - Fi (SUB) 0.0 $456k 4.3k 106.50
Unilever Plc- Common Stock (UL) 0.0 $453k 7.9k 56.97
Trane Technologies Common Stock (TT) 0.0 $449k 1.1k 416.74
Mondelez International-w/i Common Stock (MDLZ) 0.0 $447k 7.8k 57.64
Sherwin Williams Common Stock (SHW) 0.0 $444k 1.4k 320.55
Iqvia Hldgs Common Stock (IQV) 0.0 $443k 2.6k 170.54
Novo-nordisk As Adr - B Common Stock (NVO) 0.0 $442k 12k 36.75
Vanguard High Dividend Yield E Etf - Eq (VYM) 0.0 $435k 2.9k 148.10
Hartford Insurance Group Common Stock (HIG) 0.0 $433k 3.2k 135.23
Autoliv Common Stock (ALV) 0.0 $426k 4.1k 105.16
Servicenow Common Stock (NOW) 0.0 $406k 3.9k 104.55
At & T Common Stock (T) 0.0 $404k 14k 28.99
Vanguard Esg Us Corporate Bond Etf - Fi (VCEB) 0.0 $402k 6.4k 62.83
Vanguard S/t Corp Bond Etf Etf - Fi (VCSH) 0.0 $401k 5.1k 79.27
Vanguard Real Estate Etf Etf - Eq (VNQ) 0.0 $401k 4.5k 88.70
Carlisle Companies Incorporate Common Stock (CSL) 0.0 $400k 1.2k 333.62
Spdr S&p Midcap 400 Etf Trust Etf - Eq (MDY) 0.0 $398k 645.00 616.76
Brown Forman Corp Cl B Common Stock (BF.B) 0.0 $392k 15k 26.44
Duke Energy Corp Common Stock (DUK) 0.0 $391k 3.0k 130.94
Brookfield Corp Cl A Common Stock (BN) 0.0 $379k 9.4k 40.47
Ishares S&p Midcap 400 Etf - Eq (IJH) 0.0 $371k 5.5k 67.53
Vanguard Info Tech Etf Etf - Eq (VGT) 0.0 $359k 515.00 697.72
Palo Alto Networks Common Stock (PANW) 0.0 $344k 2.1k 160.32
Dell Technologies Common Stock (DELL) 0.0 $335k 2.0k 164.13
Ishares Msci Usa Multifactor E Etf - Eq (LRGF) 0.0 $333k 5.0k 66.00
Jefferies Finl Group Common Stock (JEF) 0.0 $310k 7.5k 41.27
Brookfield Infrastructure Part Common Stock (BIP) 0.0 $302k 8.4k 36.12
Intercontinental Exchange Common Stock (ICE) 0.0 $295k 1.9k 157.28
Synopsys Common Stock (SNPS) 0.0 $295k 743.00 396.48
Fastenal Common Stock (FAST) 0.0 $291k 6.3k 46.40
Ensign Group Inc/the Common Stock (ENSG) 0.0 $272k 1.4k 201.50
Western Digital Corp Common Stock (WDC) 0.0 $271k 1.0k 270.49
Itt Corp Common Stock (ITT) 0.0 $267k 1.4k 190.53
Xcel Energy Common Stock (XEL) 0.0 $266k 3.3k 79.44
Franklin Res Common Stock (BEN) 0.0 $260k 11k 23.62
Carrier Global Corporation Common Stock (CARR) 0.0 $258k 4.6k 56.31
Ppg Industries Common Stock (PPG) 0.0 $258k 2.4k 106.88
Ishares Msci Usa Min Vol Etf - Eq (USMV) 0.0 $257k 2.8k 92.74
Smucker J M Common Stock (SJM) 0.0 $249k 2.6k 96.44
Ishares Russell 1000 Growth Etf - Eq (IWF) 0.0 $245k 575.00 426.40
United Natural Foods Common Stock (UNFI) 0.0 $243k 5.4k 45.06
Fifth Third Bancorp Common Stock (FITB) 0.0 $243k 5.2k 46.46
Allstate Corp Common Stock (ALL) 0.0 $237k 1.1k 207.34
Vanguard Ftse Europe Etf Etf - Intl (VGK) 0.0 $227k 2.8k 82.43
Csg Systems Intl Common Stock (CSGS) 0.0 $225k 2.8k 79.94
Fiserv Common Stock (FISV) 0.0 $225k 4.0k 55.80
Vanguard Small Cap Vipers Fund Etf - Eq (VB) 0.0 $224k 856.00 261.92
Vanguard I/t Corporate Bond Et Etf - Fi (VCIT) 0.0 $223k 2.7k 82.75
Ingredion Common Stock (INGR) 0.0 $223k 2.0k 112.66
Advanced Drain Sys Inc Del Common Stock (WMS) 0.0 $223k 1.6k 137.13
Vertex Pharmaceuticals Common Stock (VRTX) 0.0 $217k 485.00 446.54
Martin Marietta Materials Common Stock (MLM) 0.0 $214k 363.00 588.68
Sandisk Corp Common Stock (SNDK) 0.0 $212k 333.00 635.34
Solstice Advanced Matls Common Stock (SOLS) 0.0 $204k 2.7k 76.16
V F Corp Common Stock (VFC) 0.0 $198k 12k 16.99