LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

CIK

932974

Location

BOSTON, MA

Portfolio Value

Small $538,311,639

Diversification

Diversified

Filing Date

Global Rank

#418 / 8,586 ▼ 11

Top Industry

Internet Content & Information 10.2%

3Y Alpha vs SPY

-14.4%

Period ended 3 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

+21.8%

SPY

+78.1%

Annualised alpha

-14.4%

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

475 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%	$7,812,827	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	$59,365,509
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

31 positions · $538,311,639 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	238,385	-5,334	$237,533,965	+13.0%	44.13%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	1,096,718	-46,659	$102,345,723	+6.8%	19.01%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	474,088	-12,262	$78,385,709	+0.5%	14.56%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	414,454	-2,833	$59,863,735	+0.1%	11.12%
PEP	Pepsico Inc Consumer Defensive	Reduced	168,536	-7,831	$26,171,955	+3.4%	4.86%
WMT	Walmart Inc. Consumer Defensive	Reduced	69,422	-4,926	$8,627,766	+4.2%	1.60%
KO	Coca Cola Co Consumer Defensive	Reduced	101,371	-3,899	$7,709,264	+4.8%	1.43%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	81,469	-792	$6,943,602	+6.8%	1.29%
UL	Unilever PLC Consumer Defensive	Reduced	42,691	-2,078	$2,432,106	−16.9%	0.45%
HSY	Hershey Co Consumer Defensive	Reduced	8,039	-1,387	$1,671,227	−2.6%	0.31%
SYY	Sysco Corp Consumer Defensive	Reduced	19,504	-1,127	$1,391,220	−8.5%	0.26%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	14,191	-1,500	$817,969	−3.2%	0.15%
MKC	Mccormick & Co Inc Consumer Defensive	Held	15,583	0	$786,006	−25.9%	0.15%
MO	Altria Group, Inc. Consumer Defensive	Held	10,458	0	$690,123	+14.4%	0.13%
COKE	Coca-Cola Consolidated, Inc. Consumer Defensive	Held	3,120	0	$598,228	+25.1%	0.11%
GIS	General Mills Inc Consumer Defensive	Added	13,338	+462	$496,440	−17.1%	0.09%
INGR	Ingredion Inc Consumer Defensive	Held	3,300	0	$371,778	+2.2%	0.07%
TGT	Target Corp Consumer Defensive	Held	2,676	0	$324,331	+24.0%	0.06%
KMB	Kimberly Clark Corp Consumer Defensive	Held	2,799	0	$270,019	−4.4%	0.05%
KDP	Keurig Dr Pepper Inc. Consumer Defensive	Held	6,000	0	$157,980	−6.0%	0.03%
BTI	British American Tobacco p.l.c. Consumer Defensive	Held	2,475	0	$144,713	+3.3%	0.03%
MICC	Magnum Ice Cream Co N.V. Consumer Defensive	Reduced	7,831	-1,338	$117,073	−19.4%	0.02%
EL	Estee Lauder Companies Inc Consumer Defensive	Held	1,575	0	$113,037	−31.5%	0.02%
SJM	J M SMUCKER Co Consumer Defensive	Held	986	0	$95,089	−1.4%	0.02%
KVUE	Kenvue Inc. Consumer Defensive	Added	4,423	+834	$76,252	+23.2%	0.01%
STZ	Constellation Brands, Inc. Consumer Defensive	Held	470	0	$70,500	+8.7%	0.01%
BF-A	Brown Forman Corp Consumer Defensive	Held	1,595	0	$42,730	+1.8%	0.01%
KR	Kroger Co Consumer Defensive	Held	252	0	$18,234	+15.8%	0.00%
DG	Dollar General Corp Consumer Defensive	NEW	147	NEW	$17,453	NEW	0.00%
SAM	Boston Beer Co Inc Consumer Defensive	Held	63	0	$14,515	+18.1%	0.00%
MNST	Monster Beverage Corp Consumer Defensive	Held	178	0	$12,897	−5.5%	0.00%