LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

CIK

932974

Location

BOSTON, MA

Portfolio Value

Large $10,190,876,176

Diversification

Diversified

Filing Date

Global Rank

#473 / 8,700 ▲ 5

Top Industry

Internet Content & Information 11.6%

Period ended 3 months ago

Filed Jul 30, 2026 · 46d

26 quarters · since Mar 2020

Portfolio Concentration

476 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.9%

+0.9 pts

Top 5

33.0%

+0.9 pts

Top 10

49.1%

−0.3 pts

HHI

352

Diversified+10

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.3%	$3,191,481,948	82
Healthcare	15.5%	$1,577,216,569	69
Consumer Cyclical	12.6%	$1,286,900,316	45
Communication Services	11.6%	$1,186,765,432	19
Financial Services	11.0%	$1,124,316,406	65
Industrials	6.2%	$632,876,325	74
Consumer Defensive	5.2%	$526,586,188	32
Energy	2.6%	$261,100,929	34
Real Estate	1.8%	$188,317,034	14
Unclassified	1.4%	$138,104,202	8
Basic Materials	0.7%	$69,308,305	18
Utilities	0.1%	$7,902,522	16

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+85,095	1,901,921	$380,555,371
NOW	ServiceNow, Inc.	+62,826	1,746,805	$173,422,800
VEEV	Veeva Systems Inc	+58,765	793,242	$140,776,657
ECL	Ecolab Inc.	+56,227	116,579	$32,480,074
CSL	Carlisle Companies Inc	+45,985	178,330	$64,689,206
AVGO	Broadcom Inc.	+40,627	71,156	$26,879,179
ISRG	Intuitive Surgical Inc	+34,156	41,112	$16,349,420
SNPS	Synopsys Inc	+28,038	351,492	$156,790,035
INTU	Intuit Inc.	+26,168	1,040,089	$271,463,229
LLY	ELI LILLY & Co	+20,592	59,780	$71,701,930
DHR	Danaher Corp /De/	+17,728	1,677,392	$319,509,626
AAPL	Apple Inc.	+17,551	1,446,076	$418,436,551
UNP	Union Pacific Corp	+16,772	243,107	$66,125,104
BKR	Baker Hughes Co	+15,000	15,403	$854,866
CVX	Chevron Corp	+14,150	82,059	$13,602,099
ADI	Analog Devices Inc	+12,152	213,765	$84,901,044
V	Visa Inc.	+11,495	606,481	$208,077,564
EOG	Eog Resources Inc	+11,491	1,401,159	$181,772,354
ASML	Asml Holding NV	+10,598	64,926	$129,166,373
META	Meta Platforms, Inc.	+9,669	274,239	$154,476,085
MO	Altria Group, Inc.	+8,945	19,403	$1,396,045
KO	Coca Cola Co	+8,539	109,910	$8,932,385
AMD	Advanced Micro Devices Inc	+7,890	13,501	$7,842,865
BAC	Bank Of America Corp /De/	+7,610	55,312	$3,151,677
BRK-B	Berkshire Hathaway Inc	+7,268	240,375	$120,281,245
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−247,469	2,820,758	$1,008,054,285
FISV	Fiserv Inc	−194,013	2,302,492	$112,937,231
TTD	Trade Desk, Inc.	−148,604	772,656	$13,969,619
ADBE	Adobe Inc.	−103,394	169,554	$34,761,961
QCOM	Qualcomm Inc/De	−95,803	568,090	$104,977,350
AMT	American Tower Corp /Ma/	−85,082	1,131,412	$185,065,060
CRM	Salesforce, Inc.	−77,344	51,497	$8,067,519
NVO	Novo Nordisk A S	−69,362	36,192	$1,735,044
TJX	Tjx Companies Inc /De/	−59,888	2,050,213	$310,607,268
SBUX	Starbucks Corp	−59,296	788,650	$80,592,143
ABT	Abbott Laboratories	−47,863	1,566,186	$142,115,716
CHD	Church & Dwight Co Inc /De/	−47,171	1,049,547	$101,680,113
ROP	Roper Technologies Inc	−44,046	24,177	$8,181,255
NKE	NIKE, Inc.	−43,994	674,825	$27,701,566
PAYC	Paycom Software, Inc.	−43,397	726,250	$91,275,099
TMO	Thermo Fisher Scientific Inc.	−39,739	491,482	$246,409,414
BR	Broadridge Financial Solutions, Inc.	−32,273	220,545	$30,203,636
ACN	Accenture plc	−25,317	65,832	$8,192,134
ORLY	O Reilly Automotive Inc	−23,323	701,277	$64,580,598
CNI	Canadian National Railway Co	−20,561	1,251,453	$149,223,255
NXPI	NXP Semiconductors N.V.	−15,532	952,055	$267,556,015
ALGN	Align Technology Inc	−12,536	64,294	$10,843,825
DD	DuPont de Nemours, Inc.	−12,466	5,705	$773,826
PYPL	PayPal Holdings, Inc.	−12,328	11,074	$478,174
CCI	Crown Castle Inc.	−9,340	450	$34,078
No positions match the current search.

New Positions

Positions the filer opened this quarter

24 positions

Ticker	Company	Shares	Value
WSE	Wise Group plc	4,378,556	$52,148,601
HONA	Honeywell Aerospace Inc.	10,280	$2,269,824
MUFG	Mitsubishi Ufj Financial Group Inc	50,000	$994,500
HSBC	Hsbc Holdings PLC	8,000	$760,720
IAU	Ishares Gold Trust	7,500	$566,325
EXE	EXPAND ENERGY Corp	4,000	$364,760
CWEN	Clearway Energy, Inc.	9,475	$323,855
DOCU	Docusign, Inc.	4,655	$206,775
ELAN	Elanco Animal Health Inc	5,290	$130,186
CRWD	CrowdStrike Holdings, Inc.	130	$99,208
MOG-A	Moog Inc.	200	$84,768
OCUL	Ocular Therapeutix, Inc	7,500	$73,650
SAP	Sap SE	370	$57,020
VICR	Vicor Corp	132	$50,130
SLV	iShares Silver Trust	885	$47,320
GPC	Genuine Parts Co	375	$44,242
FDXF	FedEx Freight Holding Company, Inc.	167	$25,217
IMKTA	Ingles Markets Inc	170	$15,058
T	At&T Inc.	600	$12,420
DEO	Diageo PLC	150	$12,057
VSNT	Versant Media Group, Inc.	215	$7,742
—		250	$6,220
SPCX	Space Exploration Technologies Corp	30	$5,125
LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.	191	$4,041
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	104,618	$14,290,512
VB	Vanguard Morningstar Small-Cap ETF	29,991	$9,575,251
VIG	Vanguard Dividend Appreciation ETF	14,490	$3,116,219
AAAA	Amplius Aggressive Asset Allocation ETF	43,122	$2,005,906
BIV	Vanguard Intermediate-Term Bond ETF	31,460	$1,566,236
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	11,783	$1,398,235
—		6,725	$1,206,022
RNR	Renaissancere Holdings Ltd	3,960	$1,177,030
VEA	Vanguard FTSE Developed Markets ETF	17,496	$1,121,143
EDV	Vanguard World Funds Extended Duration ETF	7,859	$995,275
VEU	Vanguard FTSE All-World Ex-US ETF	13,499	$971,969
WWD	Woodward, Inc.	2,660	$952,067
XPO	XPO, Inc.	4,320	$840,456
SUNB	Sunbelt Rentals Holdings, Inc.	11,960	$778,476
HAS	Hasbro, Inc.	7,800	$730,080
PPG	Ppg Industries Inc	6,650	$710,752
BN	BROOKFIELD Corp /ON/	17,535	$709,641
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	8,705	$691,099
WMG	Warner Music Group Corp.	25,900	$661,486
BNDW	Vanguard Total World Bond ETF	7,533	$653,041
ABI	VictoryShares Pioneer Asset-Based Income ETF	3,432	$632,906
OTEX	Open Text Corp	28,030	$623,387
RS	Reliance, Inc.	2,000	$607,840
CBRE	Cbre Group, Inc.	3,130	$423,989
INGR	Ingredion Inc	3,300	$371,778
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

476 tracked positions · $10,190,876,176 total · filing declares 660 positions · $10,303,347,229 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 476 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	2,820,758	-247,469	$1,008,054,285	+14.3%	9.89%
MA	Mastercard Inc Financial Services	Added	1,379,579	+541	$708,551,772	+2.8%	6.95%
MSFT	Microsoft Corp Technology	Added	1,847,490	+4,771	$689,150,719	+1.0%	6.76%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,248,322	+3,524	$535,865,064	+14.6%	5.26%
AAPL	Apple Inc. Technology	Added	1,446,076	+17,551	$418,436,551	+15.4%	4.11%
NVDA	Nvidia Corp Technology	Added	1,901,921	+85,095	$380,555,371	+20.1%	3.73%
SYK	Stryker Corp Healthcare	Added	1,154,957	+6,324	$363,626,661	−3.7%	3.57%
DHR	Danaher Corp /De/ Healthcare	Added	1,677,392	+17,728	$319,509,626	+1.5%	3.14%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	2,050,213	-59,888	$310,607,268	−7.8%	3.05%
INTU	Intuit Inc. Technology	Added	1,040,089	+26,168	$271,463,229	−38.1%	2.66%
NXPI	NXP Semiconductors N.V. Technology	Reduced	952,055	-15,532	$267,556,015	+40.5%	2.63%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	491,482	-39,739	$246,409,414	−5.6%	2.42%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	233,991	-4,394	$218,891,559	−7.8%	2.15%
V	Visa Inc. Financial Services	Added	606,481	+11,495	$208,077,564	+15.7%	2.04%
PH	Parker-Hannifin Corp Industrials	Reduced	204,898	-54	$200,414,831	+9.2%	1.97%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	1,131,412	-85,082	$185,065,060	−11.8%	1.82%
EOG	Eog Resources Inc Energy	Added	1,401,159	+11,491	$181,772,354	−9.5%	1.78%
NOW	ServiceNow, Inc. Technology	Added	1,746,805	+62,826	$173,422,800	−1.5%	1.70%
SNPS	Synopsys Inc Technology	Added	351,492	+28,038	$156,790,035	+22.3%	1.54%
META	Meta Platforms, Inc. Communication Services	Added	274,239	+9,669	$154,476,085	+2.1%	1.52%
CNI	Canadian National Railway Co Industrials	Reduced	1,251,453	-20,561	$149,223,255	+14.2%	1.46%
ABT	Abbott Laboratories Healthcare	Reduced	1,566,186	-47,863	$142,115,716	−14.2%	1.39%
VEEV	Veeva Systems Inc Healthcare	Added	793,242	+58,765	$140,776,657	+9.1%	1.38%
ADP	Automatic Data Processing Inc Technology	Reduced	601,164	-4,751	$134,630,676	+9.4%	1.32%
ASML	Asml Holding NV Technology	Added	64,926	+10,598	$129,166,373	+80.0%	1.27%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	240,375	+7,268	$120,281,245	+5.0%	1.18%
FISV	Fiserv Inc	Reduced	2,302,492	-194,013	$112,937,231	−18.9%	1.11%
QCOM	Qualcomm Inc/De Technology	Reduced	568,090	-95,803	$104,977,350	+22.8%	1.03%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	1,049,547	-47,171	$101,680,113	−0.7%	1.00%
PAYC	Paycom Software, Inc. Technology	Reduced	726,250	-43,397	$91,275,099	−2.4%	0.90%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	245,398	-137	$86,546,966	+7.2%	0.85%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	473,423	-665	$85,646,954	+9.3%	0.84%
ADI	Analog Devices Inc Technology	Added	213,765	+12,152	$84,901,044	+32.4%	0.83%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	788,650	-59,296	$80,592,143	+6.1%	0.79%
LLY	ELI LILLY & Co Healthcare	Added	59,780	+20,592	$71,701,930	+98.9%	0.70%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	306,171	-6,726	$67,507,643	−8.7%	0.66%
UNP	Union Pacific Corp Industrials	Added	243,107	+16,772	$66,125,104	+20.4%	0.65%
CSL	Carlisle Companies Inc Industrials	Added	178,330	+45,985	$64,689,206	+46.5%	0.63%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	701,277	-23,323	$64,580,598	−3.4%	0.63%
JNJ	Johnson & Johnson Healthcare	Reduced	252,775	-3,486	$64,197,266	+2.5%	0.63%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	117,195	-5,109	$61,696,135	−10.2%	0.61%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	417,142	+2,688	$61,169,702	+2.2%	0.60%
WSE	Wise Group plc Technology	NEW	4,378,556	NEW	$52,148,601	NEW	0.51%
WEX	WEX Inc. Technology	Reduced	367,338	-7,772	$51,827,718	−9.7%	0.51%
XOM	ExxonMobil Holdings Corp Energy	Added	372,595	+1,961	$50,941,188	−19.0%	0.50%
DKS	Dick's Sporting Goods, Inc. Consumer Cyclical	Added	189,630	+6,806	$43,009,980	+18.6%	0.42%
MRK	Merck & Co., Inc. Healthcare	Reduced	332,735	-4,294	$42,756,447	+5.5%	0.42%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	65,875	-6,555	$41,075,697	−26.6%	0.40%
VLTO	Veralto Corp Industrials	Reduced	426,513	-6,292	$37,823,172	−1.2%	0.37%
ADBE	Adobe Inc. Technology	Reduced	169,554	-103,394	$34,761,961	−47.6%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.