Loring Wolcott & Coolidge Fiduciary Advisors LLP
BOSTON, MAfiles as LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
$10.3bn in 564 US stocks at the end of 30 June 2026. The top 10 are 48.6% of the money. It changed about 6.1% of the portfolio this quarter.
Value
$10.3bn
Stocks
564
Top 10 share
48.6%
Turnover
6.1%
What changed this quarter
New
Bought for the first time this quarter.
- Wise GroupWSE0.5% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Mitsubishi UFJ Financial GroupMUFG<0.1% of the fund
- DuPont de NemoursDD<0.1% of the fund
- HSBC HoldingsHSBC<0.1% of the fund
- Invesco Exch Traded FD TR IIPSCI<0.1% of the fund
- Ishares Gold TRIAU<0.1% of the fund
- IsharesEWJ<0.1% of the fund
- Wisdomtree TRDES<0.1% of the fund
- Expand EnergyEXE<0.1% of the fund
- Janus Detroit STR TRJAAA<0.1% of the fund
- Clearway EnergyCWEN<0.1% of the fund
- DocusignDOCU<0.1% of the fund
- Elanco Animal HealthELAN<0.1% of the fund
- CrowdStrike HoldingsCRWD<0.1% of the fund
- MoogMOG-A<0.1% of the fund
- Ocular TherapeutixOCUL<0.1% of the fund
- First TR Exchange Traded FDAIRR<0.1% of the fund
- Schwab Strategic TRSCHA<0.1% of the fund
- SAP SESAP<0.1% of the fund
- VicorVICR<0.1% of the fund
- Vanguard Intl Equity Index FVGK<0.1% of the fund
- Ishares Silver TRSLV<0.1% of the fund
- Janus Detroit STR TRJMBS<0.1% of the fund
Added
Bought more of a stock they already held.
- NvidiaNVDA3.7% of the fund+5%
- IntuitINTU2.6% of the fund+3%
- ServiceNowNOW1.7% of the fund+4%
- SynopsysSNPS1.5% of the fund+9%
- Meta PlatformsMETA1.5% of the fund+4%
- Veeva SystemsVEEV1.4% of the fund+8%
- ASML Holding NVASML1.3% of the fund+20%
- Berkshire HathawayBRK-B1.2% of the fund+3%
- Analog DevicesADI0.8% of the fund+6%
- Eli LillyLLY0.7% of the fund+53%
- Union PacificUNP0.6% of the fund+7%
- Carlisle CompaniesCSL0.6% of the fund+35%
- Dick's Sporting GoodsDKS0.4% of the fund+4%
- EcolabECL0.3% of the fund+93%
- BroadcomAVGO0.3% of the fund+133%
- Intuitive SurgicalISRG0.2% of the fund+491%
- JPMorgan ChaseJPM0.2% of the fund+9%
- ChevronCVX0.1% of the fund+21%
- Coca-ColaKO<0.1% of the fund+8%
- WalmartWMT<0.1% of the fund+4%
- Advanced Micro DevicesAMD<0.1% of the fund+141%
- Colgate-PalmoliveCL<0.1% of the fund+2%
- Cisco SystemsCSCO<0.1% of the fund+15%
- General ElectricGE<0.1% of the fund+21%
- CorningGLW<0.1% of the fund+4%
Cut
Sold some of their stake.
- AlphabetGOOGL9.8% of the fund-2%
- TJX CompaniesTJX3.0% of the fund-3%
- Thermo Fisher ScientificTMO2.4% of the fund-7%
- American TowerAMT1.8% of the fund-7%
- Abbott LaboratoriesABT1.4% of the fund-3%
- FiservFISV1.1% of the fund-8%
- QualcommQCOM1.0% of the fund-14%
- Church & DwightCHD1.0% of the fund-4%
- Paycom SoftwarePAYC0.9% of the fund-6%
- StarbucksSBUX0.8% of the fund-7%
- Lowe's CompaniesLOW0.7% of the fund-2%
- O'Reilly AutomotiveORLY0.6% of the fund-3%
- Idexx LaboratoriesIDXX0.6% of the fund-4%
- AlphabetGOOG0.6% of the fund-6%
- WEXWEX0.5% of the fund-2%
- Regeneron PharmaceuticalsREGN0.4% of the fund-9%
- AdobeADBE0.3% of the fund-38%
- Broadridge Financial SolutionsBR0.3% of the fund-13%
- NikeNKE0.3% of the fund-6%
- AbbVieABBV0.2% of the fund-2%
- MsciMSCI0.1% of the fund-16%
- Trade DeskTTD0.1% of the fund-16%
- Align TechnologyALGN0.1% of the fund-16%
- WatscoWSO<0.1% of the fund-20%
- Illinois Tool WorksITW<0.1% of the fund-6%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Renaissancere HoldingsRNR-100%
- WoodwardWWD-100%
- XPOXPO-100%
- DuPont de NemoursDD-100%
- Sunbelt Rentals HoldingsSUNB-100%
- BrookfieldBN-100%
- Warner Music GroupWMG-100%
- PPG IndustriesPPG-100%
- HasbroHAS-100%
- RelianceRS-100%
- Open TextOTEX-100%
- Select Sector Spdr TRXLV-100%
- Cbre GroupCBRE-100%
- IngredionINGR-100%
- Curtiss WrightCW-100%
- DexcomDXCM-100%
- Liberty Live HoldingsLLYVK-100%
- Invesco Exchange Traded FD TSPHQ-100%
- Liberty MediaFWONK-100%
- F&G Annuities & LifeFG-100%
- Intercontinental ExchangeICE-100%
- Pg&ePCG-100%
- Expeditors International of WashingtonEXPD-100%
- CorpayCPAY-100%
Holdings
- Canadian National RailwayCNI
- Share
- 1.4%
- Value
- $149m
- Shares
- 1,251,453
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- <0.1%
- Value
- $9m
- Shares
- 12,112
Held
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $8m
- Shares
- 20,363
-17%
- Vanguard Index FDSVTI
- Share
- <0.1%
- Value
- $6m
- Shares
- 17,363
-5%
- Invesco QQQ TRQQQ
- Share
- <0.1%
- Value
- $4m
- Shares
- 6,097
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AlphabetGOOGL | 9.8% | $1.0bn | 2,820,758 | -2% |
| MastercardMA | 6.9% | $709m | 1,379,579 | Held |
| MicrosoftMSFT | 6.7% | $689m | 1,847,490 | Held |
| Amazon.comAMZN | 5.2% | $536m | 2,248,322 | Held |
| AppleAAPL | 4.1% | $418m | 1,446,076 | Held |
| NvidiaNVDA | 3.7% | $381m | 1,901,921 | +5% |
| StrykerSYK | 3.5% | $364m | 1,154,957 | Held |
| DanaherDHR | 3.1% | $320m | 1,677,392 | Held |
| TJX CompaniesTJX | 3.0% | $311m | 2,050,213 | -3% |
| IntuitINTU | 2.6% | $271m | 1,040,089 | +3% |
| NXP SemiconductorsNXPI | 2.6% | $268m | 952,055 | Held |
| Thermo Fisher ScientificTMO | 2.4% | $246m | 491,482 | -7% |
| Costco WholesaleCOST | 2.1% | $219m | 233,991 | Held |
| VisaV | 2.0% | $208m | 606,481 | Held |
| Parker-HannifinPH | 1.9% | $200m | 204,898 | Held |
| American TowerAMT | 1.8% | $185m | 1,131,412 | -7% |
| EOG ResourcesEOG | 1.8% | $182m | 1,401,159 | Held |
| ServiceNowNOW | 1.7% | $173m | 1,746,805 | +4% |
| SynopsysSNPS | 1.5% | $157m | 351,492 | +9% |
| Meta PlatformsMETA | 1.5% | $154m | 274,239 | +4% |
| Canadian National RailwayCNI | 1.4% | $149m | 1,251,453 | Held |
| Abbott LaboratoriesABT | 1.4% | $142m | 1,566,186 | -3% |
| Veeva SystemsVEEV | 1.4% | $141m | 793,242 | +8% |
| Automatic Data ProcessingADP | 1.3% | $135m | 601,164 | Held |
| ASML Holding NVASML | 1.3% | $129m | 64,926 | +20% |
| Berkshire HathawayBRK-B | 1.2% | $120m | 240,375 | +3% |
| FiservFISV | 1.1% | $113m | 2,302,492 | -8% |
| QualcommQCOM | 1.0% | $105m | 568,090 | -14% |
| Church & DwightCHD | 1.0% | $102m | 1,049,547 | -4% |
| Paycom SoftwarePAYC | 0.9% | $91m | 726,250 | -6% |
| Home DepotHD | 0.8% | $87m | 245,398 | Held |
| Philip Morris InternationalPM | 0.8% | $86m | 473,423 | Held |
| Analog DevicesADI | 0.8% | $85m | 213,765 | +6% |
| StarbucksSBUX | 0.8% | $81m | 788,650 | -7% |
| Eli LillyLLY | 0.7% | $72m | 59,780 | +53% |
| Lowe's CompaniesLOW | 0.7% | $68m | 306,171 | -2% |
| Union PacificUNP | 0.6% | $66m | 243,107 | +7% |
| Carlisle CompaniesCSL | 0.6% | $65m | 178,330 | +35% |
| O'Reilly AutomotiveORLY | 0.6% | $65m | 701,277 | -3% |
| Johnson & JohnsonJNJ | 0.6% | $64m | 252,775 | Held |
| Idexx LaboratoriesIDXX | 0.6% | $62m | 117,195 | -4% |
| Procter & GamblePG | 0.6% | $61m | 417,142 | Held |
| AlphabetGOOG | 0.6% | $60m | 168,603 | -6% |
| Wise GroupWSE | 0.5% | $52m | 4,378,556 | New |
| WEXWEX | 0.5% | $52m | 367,338 | -2% |
| ExxonMobil HoldingsXOM | 0.5% | $51m | 372,595 | Held |
| Dick's Sporting GoodsDKS | 0.4% | $43m | 189,630 | +4% |
| MerckMRK | 0.4% | $43m | 332,735 | Held |
| Regeneron PharmaceuticalsREGN | 0.4% | $41m | 65,875 | -9% |
| VeraltoVLTO | 0.4% | $38m | 426,513 | Held |
| AdobeADBE | 0.3% | $35m | 169,554 | -38% |
| EcolabECL | 0.3% | $32m | 116,579 | +93% |
| Broadridge Financial SolutionsBR | 0.3% | $30m | 220,545 | -13% |
| McDonald'sMCD | 0.3% | $28m | 104,968 | Held |
| NikeNKE | 0.3% | $28m | 674,825 | -6% |
| Ross StoresROST | 0.3% | $27m | 128,214 | Held |
| BroadcomAVGO | 0.3% | $27m | 71,156 | +133% |
| CabotCBT | 0.3% | $26m | 283,684 | Held |
| PepsiCoPEP | 0.2% | $23m | 168,532 | Held |
| AmgenAMGN | 0.2% | $18m | 50,038 | Held |
| Intuitive SurgicalISRG | 0.2% | $16m | 41,112 | +491% |
| JPMorgan ChaseJPM | 0.2% | $16m | 49,463 | +9% |
| AbbVieABBV | 0.2% | $15m | 61,527 | -2% |
| Arista NetworksANET | 0.1% | $15m | 87,427 | Held |
| MsciMSCI | 0.1% | $15m | 26,140 | -16% |
| Trade DeskTTD | 0.1% | $14m | 772,656 | -16% |
| ChevronCVX | 0.1% | $14m | 82,059 | +21% |
| RTXRTX | 0.1% | $13m | 69,873 | Held |
| Align TechnologyALGN | 0.1% | $11m | 64,294 | -16% |
| Rockwell AutomationROK | 0.1% | $11m | 21,550 | Held |
| WatscoWSO | <0.1% | $10m | 23,467 | -20% |
| Illinois Tool WorksITW | <0.1% | $9m | 33,870 | -6% |
| State STR Spdr S&P 500 ETF TSPY | <0.1% | $9m | 12,112 | Held |
| HDFC BankHDB | <0.1% | $9m | 349,292 | -3% |
| Coca-ColaKO | <0.1% | $9m | 109,910 | +8% |
| AccentureACN | <0.1% | $8m | 65,832 | -28% |
| Roper TechnologiesROP | <0.1% | $8m | 24,177 | -65% |
| WalmartWMT | <0.1% | $8m | 71,995 | +4% |
| SalesforceCRM | <0.1% | $8m | 51,497 | -60% |
| Advanced Micro DevicesAMD | <0.1% | $8m | 13,501 | +141% |
| Colgate-PalmoliveCL | <0.1% | $8m | 83,344 | +2% |
| TimkenTKR | <0.1% | $8m | 52,410 | -13% |
| Spdr Gold TRGLD | <0.1% | $8m | 20,363 | -17% |
| DeereDE | <0.1% | $7m | 11,512 | Held |
| Cisco SystemsCSCO | <0.1% | $7m | 55,832 | +15% |
| General ElectricGE | <0.1% | $6m | 17,331 | +21% |
| Vanguard Index FDSVTI | <0.1% | $6m | 17,363 | -5% |
| Air Products & ChemicalsAPD | <0.1% | $6m | 20,375 | Held |
| CumminsCMI | <0.1% | $5m | 7,517 | Held |
| IntelINTC | <0.1% | $5m | 37,907 | -15% |
| ConocoPhillipsCOP | <0.1% | $5m | 50,758 | Held |
| CorningGLW | <0.1% | $5m | 19,788 | +4% |
| NextEra EnergyNEE | <0.1% | $5m | 56,562 | +3% |
| CintasCTAS | <0.1% | $5m | 27,802 | -2% |
| State StreetSTT | <0.1% | $4m | 26,533 | Held |
| Invesco QQQ TRQQQ | <0.1% | $4m | 6,097 | Held |
| ChubbCB | <0.1% | $4m | 12,480 | Held |
| Morgan StanleyMS | <0.1% | $4m | 20,049 | -2% |
| International Business MachinesIBM | <0.1% | $4m | 13,946 | +3% |
| S&P GlobalSPGI | <0.1% | $4m | 9,028 | Held |
Showing the largest 100 of 564.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 8.9% since 30 June 2025.
Where the money is
Technology27.7%
Health care15.3%
Financial services12.5%
Retail & consumer12.5%
Media & telecom12.0%
Industrials9.0%
Everyday goods5.1%
Energy2.5%
Real estate1.8%
Materials0.7%
Utilities0.1%
Other0.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.