# Boston Trust Equity Fund

Boston Trust Equity Fund is a registered fund series of Boston Trust Walden Funds (series S000009922). Net assets $234.2M as of 2026-03-31.

## Profile

- Series ID: S000009922
- Registrant: Boston Trust Walden Funds
- LEI: 2549000BEJLCFVU7SP62
- Net assets: $234.2M
- Total assets: $234.4M
- As of: 2026-03-31

## Advisers

- [Boston Trust Walden Inc. (Advisor)](https://search.stillhousedata.com/firm/111266)

## Top holdings (53 reported)

_Showing 15 of 53 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Alphabet Inc.](https://search.stillhousedata.com/security/02079K107) | — | $18.3M | 781.37% |
| [Apple Inc.](https://search.stillhousedata.com/security/037833100) | — | $16.0M | 683.71% |
| [Microsoft Corp.](https://search.stillhousedata.com/security/594918104) | — | $15.9M | 679.57% |
| [JPMorgan Chase & Co.](https://search.stillhousedata.com/security/46625H100) | — | $12.1M | 514.91% |
| [Exxon Mobil Corp.](https://search.stillhousedata.com/security/30231G102) | — | $8.5M | 362.17% |
| [Visa Inc](https://search.stillhousedata.com/security/92826C839) | — | $8.5M | 361.31% |
| [W.w. Grainger Inc.](https://search.stillhousedata.com/security/384802104) | — | $7.1M | 302.71% |
| [Johnson & Johnson](https://search.stillhousedata.com/security/478160104) | — | $7.0M | 297.43% |
| [Costco Wholesale Corporation](https://search.stillhousedata.com/security/22160K105) | — | $6.5M | 276.52% |
| [Meta Platforms Inc](https://search.stillhousedata.com/security/30303M102) | — | $5.7M | 244.27% |
| [Analog Devices Inc.](https://search.stillhousedata.com/security/032654105) | — | $5.2M | 224.11% |
| [Hubbell Incorporated](https://search.stillhousedata.com/security/443510607) | — | $4.9M | 209.52% |
| [NVIDIA Corp.](https://search.stillhousedata.com/security/67066G104) | — | $4.9M | 208.48% |
| [Northern Institutional Funds](https://search.stillhousedata.com/security/665279873) | — | $4.8M | 205.52% |
| [Accenture PLC](https://search.stillhousedata.com/security/G1151C101) | — | $4.8M | 203.18% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $234.2M |
| 2025-12-31 | $246.9M |
| 2025-09-30 | $256.2M |
| 2025-06-30 | $247.1M |
| 2025-03-31 | $237.4M |
| 2024-12-31 | $245.9M |
| 2024-09-30 | $251.9M |
| 2024-06-28 | $239.3M |

## More

- [Registrant: Boston Trust Walden Funds](https://search.stillhousedata.com/registrant/882748)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000009922.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.