CIK: 0000932974
Total reported value
$10.0B
Reporting period: 2026-03-31 · Number of holdings: 653
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA disclosed 653 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $10.0B and a quarterly turnover rate of 14.2%.
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's disclosed holdings carry a Herfindahl concentration index of 0.034 — mathematically equivalent to about 29 equally-sized positions, well below its 653 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.28), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim MSFT
+0.1% -$201.5M
Trim INTU
+7.6% -$158.3M
Trim ADBE
-37.9% -$69.1M
Add EOG
-0.7% $37.3M
Add TJX
-2.4% $20.9M
Trim NOW
+5.9% -$69.8M
Showing top 200 holdings (of 653 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 9.18% | +0.17% | -2.86% | |
| 2 | MA | Mastercard INC - A | Stock-Financials | 6.89% | +0.37% | -0.28% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.85% | -1.17% | +0.08% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.36% | — | +2.14% | |
| 5 | SYK | Stryker CORP | Stock-Healthcare | 3.90% | +0.19% | -0.44% | |
| 6 | AAPL | Apple INC | Stock-Tech | 3.73% | +0.41% | +0.75% | |
| 7 | INTU | Intuit INC | Stock-Tech | 3.57% | -1.09% | +7.55% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.43% | +0.46% | +4.40% | |
| 9 | TJX | Tjx Companies INC | Stock-Consumer Disc | 3.42% | +0.52% | -2.44% | |
| 10 | DHR | Danaher CORP | Stock-Healthcare | 3.15% | -0.39% | +0.04% | |
| 11 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 2.64% | -0.41% | -1.56% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.39% | — | -2.19% | |
| 13 | AMT | American Tower CORP | Stock-Real Estate | 2.19% | +0.09% | -5.60% | |
| 14 | PH | Parker Hannifin CORP | Stock-Industrials | 2.02% | +0.28% | -1.04% | |
| 15 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.98% | -0.03% | +0.06% | |
| 16 | EOG | Eog Resources INC | Stock-Energy | 1.90% | +0.52% | -0.67% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.82% | +0.10% | +1.71% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.67% | — | +4.29% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.62% | — | -1.99% | |
| 20 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.40% | +0.21% | -2.56% | |
| 21 | FISV | Fiserv INC | Stock-Other | 1.40% | -0.18% | -5.16% | |
| 22 | NOW | Servicenow INC | Stock-Tech | 1.40% | -0.50% | +5.93% | |
| 23 | SNPS | Synopsys INC | Stock-Tech | 1.27% | -0.07% | +9.85% | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 1.15% | -0.29% | -2.71% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.12% | +0.18% | +6.83% | |
| 26 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.11% | -0.20% | +10.37% | |
| 27 | CHD | Church & Dwight Co INC | Stock-Consumer Staples | 1.05% | — | -4.08% | |
| 28 | PAYC | Paycom Software INC | Stock-Tech | 0.88% | -0.23% | -10.66% | |
| 29 | QCOM | Qualcomm INC | Stock-Tech | 0.85% | -0.04% | +3.55% | |
| 30 | HD | Home Depot INC | Stock-Consumer Disc | 0.83% | -0.03% | -1.93% | |
| 31 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.82% | — | -3.04% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.80% | — | +2.00% | |
| 33 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.77% | -0.02% | -1.49% | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.76% | -0.03% | -2.52% | |
| 35 | ADI | Analog Devices INC | Stock-Tech | 0.71% | +0.17% | +2.12% | |
| 36 | IDXX | Idexx Laboratories INC | Stock-Healthcare | 0.69% | -0.09% | -1.40% | |
| 37 | ORLY | O'reilly Automotive INC | Stock-Consumer Disc | 0.68% | +0.02% | -0.57% | |
| 38 | ADBE | Adobe INC | Stock-Tech | 0.62% | -0.56% | -37.86% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | — | -2.27% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | — | -0.68% | |
| 41 | WEX | Wex INC | Stock-Tech | 0.60% | +0.02% | -8.06% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.01% | -2.29% | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.57% | — | -2.61% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | +0.11% | +0.36% | |
| 45 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.54% | -0.07% | -16.72% | |
| 46 | CSL | Carlisle Cos INC | Stock-Industrials | 0.46% | +0.14% | +30.81% | |
| 47 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.41% | — | -2.31% | |
| 48 | DKS | Dick's Sporting Goods INC | Stock-Consumer Disc | 0.39% | +0.10% | +17.42% | |
| 49 | VLTO | Veralto CORP | Stock-Industrials | 0.39% | -0.01% | -2.02% | |
| 50 | BR | Broadridge Financial Solutio | Stock-Tech | 0.38% | -0.10% | -0.85% |
Performance for Q3 2026
-0.1%
Performance Last 4 Quarters
-2%
Based on 79% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 653 | $10.0B | 14 | |
| 2025-12-31 | 631 | $11.0B | 15 | |
| 2025-09-30 | 628 | $11.4B | 20 | |
| 2025-06-30 | 619 | $11.3B | 0 | |
| 2025-03-31 | 661 | $10.3B | 100 | |
| 2024-12-31 | 661 | $11.6B | 0 | |
| 2024-09-30 | 673 | $11.2B | 0 | |
| 2024-06-30 | 654 | $10.9B | 0 | |
| 2024-03-31 | 666 | $10.1B | 0 | |
| 2023-12-31 | 659 | $10.1B | 0 | |
| 2023-09-30 | 710 | $8.9B | 0 | |
| 2023-06-30 | 735 | $9.4B | 0 | |
| 2023-03-31 | 698 | $8.7B | 0 | |
| 2022-12-31 | 680 | $8.1B | 0 | |
| 2022-09-30 | 722 | $7.7B | 0 | |
| 2022-06-30 | 761 | $8.1B | 0 | |
| 2022-03-31 | 755 | $9.7B | 0 | |
| 2021-12-31 | 839 | $10.9B | 0 | |
| 2021-09-30 | 862 | $10.1B | 0 | |
| 2021-06-30 | 1064 | $9.9B | 100 | |
| 2021-03-31 | 402 | $9.0B | 10 | |
| 2020-12-31 | 885 | $8.9B | 13 | |
| 2020-09-30 | 695 | $8.0B | 14 | |
| 2020-06-30 | 691 | $7.2B | 21 | |
| 2020-03-31 | 759 | $6.0B | 23 | |
| 2019-12-31 | 772 | $7.4B | 11 | |
| 2019-09-30 | 767 | $6.9B | 8 | |
| 2019-06-30 | 801 | $6.9B | 11 | |
| 2019-03-31 | 813 | $6.6B | 21 | |
| 2018-12-31 | 798 | $5.5B | 18 | |
| 2018-09-30 | 745 | $6.3B | 12 | |
| 2018-06-30 | 756 | $5.8B | 12 | |
| 2018-03-31 | 813 | $5.5B | 11 | |
| 2017-12-31 | 846 | $5.4B | 9 | |
| 2017-09-30 | 998 | $5.2B | 7 | |
| 2017-06-30 | 784 | $5.0B | 12 | |
| 2017-03-31 | 801 | $4.8B | 11 | |
| 2016-12-31 | 757 | $4.5B | 9 | |
| 2016-09-30 | 717 | $4.4B | 14 | |
| 2016-06-30 | 743 | $4.4B | 7 | |
| 2016-03-31 | 729 | $4.2B | 8 | |
| 2015-12-31 | 755 | $4.0B | 18 | |
| 2015-09-30 | 721 | $3.9B | 0 | |
| 2015-06-30 | 721 | $3.9B | 9 | |
| 2015-03-31 | 742 | $4.0B | 10 | |
| 2014-12-31 | 750 | $3.9B | 12 | |
| 2014-09-30 | 682 | $3.7B | 12 | |
| 2014-06-30 | 624 | $3.7B | 10 | |
| 2014-03-31 | 624 | $3.7B | 8 | |
| 2013-12-31 | 601 | $3.6B | 13 | |
| 2013-09-30 | 607 | $3.3B | 14 | |
| 2013-06-30 | 656 | $3.2B | — |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's most significant position changes for 2026-03-31: Add: Microsoft CORP (MSFT) — shares +0.08%; Add: Intuit INC (INTU) — shares +7.55%; Trim: Adobe INC (ADBE) — shares -37.86%; Trim: Eog Resources INC (EOG) — shares -0.67%; Trim: Tjx Companies INC (TJX) — shares -2.44%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EOG | Eog Resources INC | +0.5% | -0.67% | Trim |
| 2 | TJX | Tjx Companies INC | +0.5% | -2.44% | Trim |
| 3 | NVDA | Nvidia CORP | +0.5% | +4.40% | Add |
| 4 | AAPL | Apple INC | +0.4% | +0.75% | Add |
| 5 | MA | Mastercard INC - A | +0.4% | -0.28% | Trim |
| 6 | PH | Parker Hannifin CORP | +0.3% | -1.04% | Trim |
| 7 | LLY | Eli Lilly & Co | +0.2% | +194.14% | Add |
| 8 | CNI | Canadian Natl Railway Co | +0.2% | -2.56% | Trim |
| 9 | SYK | Stryker CORP | +0.2% | -0.44% | Trim |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +6.83% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.86% | Trim |
| 12 | ADI | Analog Devices INC | +0.2% | +2.12% | Add |
| 13 | CSL | Carlisle Cos INC | +0.1% | +30.81% | Add |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +0.36% | Add |
| 15 | V | Visa Inc-class A Shares | +0.1% | +1.71% | Add |
| 16 | DKS | Dick's Sporting Goods INC | +0.1% | +17.42% | Add |
| 17 | AMT | American Tower CORP | +0.1% | -5.60% | Trim |
| 18 | GLD | Spdr Gold Shares | +0.1% | +221.61% | Add |
| 19 | ORLY | O'reilly Automotive INC | 0% | -0.57% | Trim |
| 20 | WEX | Wex INC | 0% | -8.06% | Trim |
| 21 | GOOG | Alphabet Inc-cl C | 0% | -2.29% | Trim |
| 22 | ABT | Abbott Laboratories | — | -1.99% | Trim |
| 23 | VLTO | Veralto CORP | 0% | -2.02% | Trim |
| 24 | LOW | Lowe's Cos INC | 0% | -1.49% | Trim |
| 25 | NXPI | NXP Semiconductors N.V. | 0% | +0.06% | Add |
| 26 | HD | Home Depot INC | 0% | -1.93% | Trim |
| 27 | PM | Philip Morris International | 0% | -2.52% | Trim |
| 28 | QCOM | Qualcomm INC | 0% | +3.55% | Add |
| 29 | ALGN | Align Technology INC | 0% | -31.08% | Trim |
| 30 | JPM | Jpmorgan Chase & Co | -0.1% | -37.10% | Trim |
| 31 | BAC | Bank Of America CORP | -0.1% | -74.39% | Trim |
| 32 | SNPS | Synopsys INC | -0.1% | +9.85% | Add |
| 33 | REGN | Regeneron Pharmaceuticals | -0.1% | -16.72% | Trim |
| 34 | ACN | Accenture plc | -0.1% | -4.60% | Trim |
| 35 | IDXX | Idexx Laboratories INC | -0.1% | -1.40% | Trim |
| 36 | NKE | Nike INC -cl B | -0.1% | -0.91% | Trim |
| 37 | BR | Broadridge Financial Solutio | -0.1% | -0.85% | Trim |
| 38 | CRM | Salesforce INC | -0.1% | -19.83% | Trim |
| 39 | TTD | Trade Desk Inc/the -class A | -0.2% | -23.24% | Trim |
| 40 | ROP | Roper Technologies INC | -0.2% | -42.38% | Trim |
| 41 | FISV | Fiserv INC | -0.2% | -5.16% | Trim |
| 42 | VEEV | Veeva Systems Inc-class A | -0.2% | +10.37% | Add |
| 43 | PAYC | Paycom Software INC | -0.2% | -10.66% | Trim |
| 44 | ADP | Automatic Data Processing | -0.3% | -2.71% | Trim |
| 45 | DHR | Danaher CORP | -0.4% | +0.04% | Add |
| 46 | TMO | Thermo Fisher Scientific INC | -0.4% | -1.56% | Trim |
| 47 | NOW | Servicenow INC | -0.5% | +5.93% | Add |
| 48 | ADBE | Adobe INC | -0.6% | -37.86% | Trim |
| 49 | INTU | Intuit INC | -1.1% | +7.55% | Add |
| 50 | MSFT | Microsoft CORP | -1.2% | +0.08% | Add |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-28 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-24 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-30 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-24 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-28 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-25 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-17 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-23 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-01 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-03 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-01 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-02 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-03-02 | Amendment | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-25 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-26 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-13 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-14 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-15 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-30 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-22 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-05 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-09 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-08 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-13 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-31 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-07 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-20 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-08 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-02 | Amendment | View on EDGAR |
| 2017-09-30 | 2017-10-27 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-07 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-02 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-01 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-07-11 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-04-26 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-01-27 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-06 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-03 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-06 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-12 | Amendment | View on EDGAR |
| 2014-12-31 | 2015-02-12 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-07 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-12 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-04-28 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-11 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-13 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-12 | 13F-HR | View on EDGAR |
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