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CIK: 0000932974
Total reported value
$10.3B
$10.3B
563 檔
28.5%
The Q1 2024 SEC filing reveals that Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma held a total portfolio value of $10.3B, covering 563 public equity positions.
During Q1 2024, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 563 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.65% | -0.16% | -1.23% | |
| 2 | MA | Mastercard Inc - A | Stock-Financials | 6.84% | -0.01% | -2.80% | |
| 3 | INTU | Intuit Inc | Stock-Tech | 5.77% | -0.94% | -1.49% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.65% | +0.60% | -0.99% | |
| 5 | FISV | Fiserv Inc | Stock-Other | 4.30% | -0.30% | -2.37% | |
| 6 | SYK | Stryker CORP | Stock-Healthcare | 3.96% | -0.37% | -1.86% | |
| 7 | DHR | Danaher CORP | Stock-Healthcare | 3.94% | -0.05% | -0.92% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.67% | -0.16% | -1.26% | |
| 9 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.88% | -0.25% | -1.38% | |
| 10 | ADBE | Adobe Inc | Stock-Tech | 2.66% | -0.28% | +0.53% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.57% | +0.33% | -0.97% | |
| 12 | AMT | American Tower CORP | Stock-Real Estate | 2.50% | -0.39% | -0.88% | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.30% | -0.41% | -2.79% | |
| 14 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 2.18% | +0.62% | -2.06% | |
| 15 | NOW | Servicenow Inc | Stock-Tech | 2.16% | +0.28% | -2.24% | |
| 16 | EOG | Eog Resources Inc | Stock-Energy | 1.99% | -0.14% | -0.08% | |
| 17 | WEX | Wex Inc | Stock-Tech | 1.99% | -0.10% | -0.03% | |
| 18 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.89% | +0.05% | -0.09% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.86% | -0.24% | -0.70% | |
| 20 | PAYC | Paycom Software Inc | Stock-Tech | 1.81% | +0.01% | +7.87% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.81% | -0.27% | -0.23% | |
| 22 | ADP | Automatic Data Processing | Stock-Tech | 1.61% | +0.16% | -1.32% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.60% | +0.20% | -3.75% | |
| 24 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.43% | -0.06% | -1.79% | |
| 25 | ROP | Roper Technologies Inc | Stock-Tech | 1.28% | -0.15% | -2.51% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 1.24% | -0.13% | -3.19% | |
| 27 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.08% | -0.05% | -2.32% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.07% | -0.17% | -1.50% | |
| 29 | PH | Parker Hannifin CORP | Stock-Industrials | 1.03% | -0.07% | +0.50% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.26% | +3.12% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | +0.01% | -0.56% | |
| 32 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.83% | -0.04% | -2.22% | |
| 33 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.81% | -0.04% | +1.03% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.81% | -0.11% | +1.65% | |
| 35 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.78% | -0.14% | +42.03% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | +0.05% | +0.22% | |
| 37 | ALGN | Align Technology Inc | Stock-Healthcare | 0.70% | -0.02% | -1.37% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | -0.01% | -1.50% | |
| 39 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.67% | -0.09% | -1.07% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.59% | +0.07% | -0.71% | |
| 41 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.58% | -0.05% | +2.22% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | +0.01% | -1.23% | |
| 43 | BR | Broadridge Financial Solutio | Stock-Tech | 0.53% | -0.09% | -3.33% | |
| 44 | VLTO | Veralto CORP | Stock-Industrials | 0.50% | -0.02% | -12.35% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.48% | +0.07% | +1.82% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.08% | -1.79% | |
| 47 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.47% | +0.26% | +27.29% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | +0.01% | -6.58% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.43% | -0.05% | -1.04% | |
| 50 | ASML | ASML Holding N.V. | Stock-Tech | 0.41% | +0.45% | -0.45% |
According to official SEC Form 13F filings, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma reported a total U.S. public equity portfolio value of $10.3B across 563 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, MA, INTU) accounted for 28.5% of total reported equity market value during Q1 2024.
During Q1 2024, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's top holdings by market value included MSFT (7.7%)、MA (6.8%)、INTU (5.8%). The largest single position, MSFT, represented 7.7% of total portfolio value.
In Q1 2024, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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