LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

CIK

932974

Location

BOSTON, MA

Portfolio Value

Mid $9,810,163,805

Diversification

Diversified

Filing Date

Global Rank

#422 / 8,623 ▼ 15 · as of Mar 2026

Top Industry

Internet Content & Information 10.2%

3Y Alpha vs SPY

-12.5%

Period ended 4 months ago

Filed Apr 13, 2026 · 4mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+21.1%

SPY

+65.3%

Annualised alpha

-11.7%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

475 tracked 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%	$1,309,726,924	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%	$7,812,827	17

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	$59,365,512
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	$60,400
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

475 tracked positions · $9,810,163,805 total · filing declares 653 positions · $9,977,224,026 · 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 475 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	ExxonMobil Holdings 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	$59,365,512	+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%

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.