LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

CIK

932974

Location

BOSTON, MA

Portfolio Value

Mid $9,810,158,854

Diversification

Diversified

Filing Date

Global Rank

#299 / 8,232 ▲ 19

Top Industry

Internet Content & Information 10.2%

3Y Alpha vs SPY

-14.0%

Period ended 2 months ago

Filed Apr 13, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+22.0%

SPY

+76.3%

Annualised alpha

-14.0%

Max drawdown

−17.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

474 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.5%

−0.0 pts

Top 5

31.7%

−2.4 pts

Top 10

49.1%

−1.7 pts

HHI

336

Diversified−25

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.7%	$3,014,379,778	79
Healthcare	16.2%	$1,584,361,900	67
Consumer Cyclical	13.4%	$1,309,726,921	45
Financial Services	10.8%	$1,063,651,162	66
Communication Services	10.3%	$1,015,068,394	20
Industrials	5.7%	$555,291,679	75
Consumer Defensive	5.5%	$538,311,639	31
Energy	3.0%	$294,025,814	33
Real Estate	2.2%	$213,641,497	16
Unclassified	1.7%	$164,168,531	6
Basic Materials	0.5%	$49,723,660	20
Utilities	0.1%	$7,807,879	16

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	+94,271	1,683,979	$176,060,002
NVDA	Nvidia Corp	+76,507	1,816,826	$316,854,453
INTU	Intuit Inc.	+71,214	1,013,921	$438,399,160
VEEV	Veeva Systems Inc	+69,038	734,477	$129,018,227
AMZN	Amazon Com Inc	+47,040	2,244,798	$467,524,078
CSL	Carlisle Companies Inc	+31,168	132,345	$44,152,938
OZK	Bank OZK	+30,000	30,930	$1,419,377
SNPS	Synopsys Inc	+28,992	323,454	$128,243,041
DKS	Dick's Sporting Goods, Inc.	+27,118	182,824	$36,252,170
LLY	ELI LILLY & Co	+25,865	39,188	$36,043,946
QCOM	Qualcomm Inc/De	+22,755	663,893	$85,496,140
GLD	Spdr Gold Trust	+16,825	24,417	$10,506,390
ECL	Ecolab Inc.	+16,360	60,352	$16,054,838
BRK-B	Berkshire Hathaway Inc	+14,902	233,103	$111,702,957
BKNG	Booking Holdings Inc.	+13,558	14,100	$59,365,509
META	Meta Platforms, Inc.	+10,880	264,570	$151,368,433
AAPL	Apple Inc.	+10,611	1,428,525	$362,545,359
V	Visa Inc.	+9,985	594,986	$179,828,567
HASI	HA Sustainable Infrastructure Capital, Inc.	+7,975	79,596	$2,925,153
ADI	Analog Devices Inc	+4,192	201,613	$64,141,158
AVGO	Broadcom Inc.	+3,056	30,529	$9,449,030
LMT	Lockheed Martin Corp	+2,539	3,923	$2,371,021
NFLX	Netflix Inc	+1,615	36,985	$3,556,107
F	Ford Motor Co	+1,497	18,452	$212,936
MSFT	Microsoft Corp	+1,448	1,842,719	$682,119,290
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TTD	Trade Desk, Inc.	−278,884	921,260	$20,903,388
ADBE	Adobe Inc.	−166,284	272,948	$66,348,199
BAC	Bank Of America Corp /De/	−138,560	47,702	$2,325,472
FISV	Fiserv Inc	−135,900	2,496,505	$139,304,977
PAYC	Paycom Software, Inc.	−91,865	769,647	$93,542,895
GOOGL	Alphabet Inc.	−85,112	2,888,321	$830,565,585
AMT	American Tower Corp /Ma/	−72,226	1,216,494	$209,942,533
TJX	Tjx Companies Inc /De/	−52,707	2,110,101	$336,983,128
ROP	Roper Technologies Inc	−50,180	68,223	$24,141,390
CHD	Church & Dwight Co Inc /De/	−46,659	1,096,718	$102,345,723
ALGN	Align Technology Inc	−34,644	76,830	$13,170,966
CNI	Canadian National Railway Co	−33,376	1,272,014	$130,724,878
WEX	WEX Inc.	−32,905	375,110	$57,406,833
ABT	Abbott Laboratories	−32,721	1,614,049	$165,714,408
CRM	Salesforce, Inc.	−31,859	128,841	$24,050,749
JPM	Jpmorgan Chase & Co	−26,870	45,554	$13,400,164
SBUX	Starbucks Corp	−26,602	847,946	$75,967,482
ADP	Automatic Data Processing Inc	−16,884	605,915	$123,109,808
ANET	Arista Networks, Inc.	−16,520	87,427	$10,734,287
REGN	Regeneron Pharmaceuticals, Inc.	−14,545	72,430	$55,962,315
LIND	Lindblad Expeditions Holdings, Inc.	−14,000	46,593	$806,058
PM	Philip Morris International Inc.	−12,262	474,088	$78,385,709
SHOP	Shopify Inc.	−11,320	1,050	$124,551
EOG	Eog Resources Inc	−9,332	1,389,668	$200,904,301
VLTO	Veralto Corp	−8,913	432,805	$38,268,617
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SUNB	Sunbelt Rentals Holdings, Inc.	11,960	$778,476
PWR	Quanta Services, Inc.	270	$148,235
WAT	Waters Corp /De/	480	$142,944
TTE	TotalEnergies SE	1,334	$121,367
LNG	Cheniere Energy, Inc.	320	$90,803
WDC	Western Digital Corp	323	$87,368
MAR	Marriott International Inc /Md/	190	$62,143
TOL	Toll Brothers, Inc.	405	$55,270
WBD	Warner Bros. Discovery, Inc.	1,907	$52,366
PLTR	Palantir Technologies Inc.	325	$47,541
HAL	Halliburton Co	992	$38,678
WELL	Welltower Inc.	182	$35,983
PGC	Peapack Gladstone Financial Corp	840	$29,576
SLB	Slb Limited/Nv	571	$29,343
JBHT	Hunt J B Transport Services Inc	135	$28,606
DELL	Dell Technologies Inc.	161	$26,424
TRGP	Targa Resources Corp.	105	$26,326
JBL	Jabil Inc	94	$24,969
BKR	Baker Hughes Co	403	$24,603
TKO	TKO Group Holdings, Inc.	120	$24,198
STLD	Steel Dynamics Inc	134	$24,120
KMI	Kinder Morgan, Inc.	691	$23,169
ICE	Intercontinental Exchange, Inc.	147	$23,120
PCG	PG&E Corp	1,258	$22,103
COO	Cooper Companies, Inc.	297	$21,235
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
SEM	Select Medical Holdings Corp	25,620	$380,457
RGLD	Royal Gold Inc	350	$77,801
SEIC	Sei Investments Co	900	$73,818
SCCO	Southern Copper Corp/	421	$59,921
RACE	Ferrari N.V.	60	$22,173
T	At&T Inc.	795	$19,747
CRWD	CrowdStrike Holdings, Inc.	36	$16,875
URI	United Rentals, Inc.	13	$10,521
PHG	Koninklijke Philips NV	265	$7,176
FIS	Fidelity National Information Services, Inc.	100	$6,646
AIG	American International Group, Inc.	72	$6,159
MET	Metlife Inc	74	$5,841
ELAN	Elanco Animal Health Inc	210	$4,752
VSNT	Versant Media Group, Inc.	88	$3,960
SNAP	Snap Inc	400	$3,228
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

474 positions · $9,810,158,854 total · as of Mar 31, 2026

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

Showing 1–50 of 474 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	2,888,321	-85,112	$830,565,585	−10.8%	8.47%
MA	Mastercard Inc Financial Services	Reduced	1,379,038	-3,917	$689,050,125	−12.7%	7.02%
MSFT	Microsoft Corp Technology	Added	1,842,719	+1,448	$682,119,290	−23.4%	6.95%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,244,798	+47,040	$467,524,078	−7.8%	4.77%
INTU	Intuit Inc. Technology	Added	1,013,921	+71,214	$438,399,160	−29.8%	4.47%
SYK	Stryker Corp Healthcare	Reduced	1,148,633	-5,130	$377,429,315	−6.9%	3.85%
AAPL	Apple Inc. Technology	Added	1,428,525	+10,611	$362,545,359	−5.9%	3.70%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	2,110,101	-52,707	$336,983,128	+1.4%	3.44%
NVDA	Nvidia Corp Technology	Added	1,816,826	+76,507	$316,854,453	−2.4%	3.23%
DHR	Danaher Corp /De/ Healthcare	Added	1,659,664	+615	$314,672,293	−17.1%	3.21%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	531,221	-8,402	$261,111,057	−16.5%	2.66%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	238,385	-5,334	$237,533,965	+13.0%	2.42%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	1,216,494	-72,226	$209,942,533	−7.2%	2.14%
EOG	Eog Resources Inc Energy	Reduced	1,389,668	-9,332	$200,904,301	+36.8%	2.05%
NXPI	NXP Semiconductors N.V. Technology	Added	967,587	+588	$190,479,176	−9.3%	1.94%
PH	Parker-Hannifin Corp Industrials	Reduced	204,952	-2,152	$183,481,228	+0.8%	1.87%
V	Visa Inc. Financial Services	Added	594,986	+9,985	$179,828,567	−12.3%	1.83%
NOW	ServiceNow, Inc. Technology	Added	1,683,979	+94,271	$176,060,002	−27.7%	1.79%
ABT	Abbott Laboratories Healthcare	Reduced	1,614,049	-32,721	$165,714,408	−19.7%	1.69%
META	Meta Platforms, Inc. Communication Services	Added	264,570	+10,880	$151,368,433	−9.6%	1.54%
FISV	Fiserv Inc	Reduced	2,496,505	-135,900	$139,304,977	−21.2%	1.42%
CNI	Canadian National Railway Co Industrials	Reduced	1,272,014	-33,376	$130,724,878	+1.3%	1.33%
VEEV	Veeva Systems Inc Healthcare	Added	734,477	+69,038	$129,018,227	−13.1%	1.32%
SNPS	Synopsys Inc Technology	Added	323,454	+28,992	$128,243,041	−7.3%	1.31%
ADP	Automatic Data Processing Inc Technology	Reduced	605,915	-16,884	$123,109,808	−23.2%	1.25%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	233,103	+14,902	$111,702,957	+1.8%	1.14%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	1,096,718	-46,659	$102,345,723	+6.8%	1.04%
PAYC	Paycom Software, Inc. Technology	Reduced	769,647	-91,865	$93,542,895	−31.9%	0.95%
QCOM	Qualcomm Inc/De Technology	Added	663,893	+22,755	$85,496,140	−22.0%	0.87%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	245,535	-4,836	$80,754,006	−6.3%	0.82%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	474,088	-12,262	$78,385,709	+0.5%	0.80%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	847,946	-26,602	$75,967,482	+3.2%	0.77%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	312,897	-4,721	$73,931,303	−3.5%	0.75%
ASML	Asml Holding NV Technology	Added	54,328	+1,066	$71,758,052	+25.9%	0.73%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	122,304	-1,741	$68,721,394	−18.1%	0.70%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	724,600	-4,124	$66,887,825	+0.6%	0.68%
ADBE	Adobe Inc. Technology	Reduced	272,948	-166,284	$66,348,199	−56.8%	0.68%
ADI	Analog Devices Inc Technology	Added	201,613	+4,192	$64,141,158	+19.8%	0.65%
XOM	Exxon Mobil Corp Energy	Added	370,634	+1,330	$62,881,764	+41.5%	0.64%
JNJ	Johnson & Johnson Healthcare	Reduced	256,261	-5,942	$62,640,438	+15.4%	0.64%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	414,454	-2,833	$59,863,735	+0.1%	0.61%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	14,100	+13,558	$59,365,509	+1945.3%	0.61%
WEX	WEX Inc. Technology	Reduced	375,110	-32,905	$57,406,833	−5.6%	0.59%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	72,430	-14,545	$55,962,315	−16.6%	0.57%
UNP	Union Pacific Corp Industrials	Reduced	226,335	-6,060	$54,913,397	+2.1%	0.56%
CSL	Carlisle Companies Inc Industrials	Added	132,345	+31,168	$44,152,938	+36.4%	0.45%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	252,818	-2,169	$41,077,868	−27.8%	0.42%
MRK	Merck & Co., Inc. Healthcare	Reduced	337,029	-7,979	$40,541,218	+11.6%	0.41%
VLTO	Veralto Corp Industrials	Reduced	432,805	-8,913	$38,268,617	−13.2%	0.39%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	718,819	-6,618	$37,968,019	−17.8%	0.39%