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CIK: 0000932974
Total reported value
$10.3B
$10.3B
560 檔
30.3%
In Q1 2025, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's U.S. equity holdings reached a combined market value of $10.3B, distributed across 560 disclosed stock positions.
In Q1 2025, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 560 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MA | Mastercard Inc - A | Stock-Financials | 7.47% | -0.01% | -1.42% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.95% | -0.16% | -0.14% | |
| 3 | FISV | Fiserv Inc | Stock-Other | 5.87% | -0.30% | -1.87% | |
| 4 | INTU | Intuit Inc | Stock-Tech | 5.42% | -0.94% | +0.31% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.63% | +0.60% | +0.15% | |
| 6 | SYK | Stryker CORP | Stock-Healthcare | 4.08% | -0.37% | -0.41% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.87% | -0.16% | -0.30% | |
| 8 | DHR | Danaher CORP | Stock-Healthcare | 3.19% | -0.05% | -0.10% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.96% | +0.33% | -1.05% | |
| 10 | AMT | American Tower CORP | Stock-Real Estate | 2.86% | -0.39% | -1.45% | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.81% | -0.41% | -2.75% | |
| 12 | NOW | Servicenow Inc | Stock-Tech | 2.40% | +0.28% | +1.34% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.32% | -0.27% | -0.64% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.20% | -0.25% | +0.14% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 2.15% | -0.24% | -1.44% | |
| 16 | PAYC | Paycom Software Inc | Stock-Tech | 2.06% | +0.01% | -0.72% | |
| 17 | ADBE | Adobe Inc | Stock-Tech | 2.01% | -0.28% | -0.11% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.85% | +0.20% | -0.42% | |
| 19 | ADP | Automatic Data Processing | Stock-Tech | 1.83% | +0.16% | -0.93% | |
| 20 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.70% | +0.62% | +0.20% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.56% | +0.26% | +15.50% | |
| 22 | EOG | Eog Resources Inc | Stock-Energy | 1.54% | -0.14% | -0.50% | |
| 23 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.36% | +0.05% | -1.48% | |
| 24 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.27% | -0.06% | -1.38% | |
| 25 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.23% | +0.26% | +8.63% | |
| 26 | ROP | Roper Technologies Inc | Stock-Tech | 1.19% | -0.15% | -4.03% | |
| 27 | PH | Parker Hannifin CORP | Stock-Industrials | 1.18% | -0.07% | +10.54% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | +0.05% | +1.50% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | -0.17% | +1.01% | |
| 30 | WEX | Wex Inc | Stock-Tech | 0.98% | -0.10% | -10.15% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.88% | +0.01% | +0.23% | |
| 32 | SNPS | Synopsys Inc | Stock-Tech | 0.81% | +0.25% | +17.61% | |
| 33 | PM | Philip Morris International | Stock-Consumer Staples | 0.80% | +0.07% | -1.73% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.78% | -0.13% | -0.33% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.72% | -0.11% | -2.94% | |
| 36 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.70% | -0.05% | -1.33% | |
| 37 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.69% | -0.04% | -3.69% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.01% | -1.32% | |
| 39 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.64% | -0.05% | -0.22% | |
| 40 | BR | Broadridge Financial Solutio | Stock-Tech | 0.60% | -0.09% | -2.06% | |
| 41 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.56% | -0.09% | -0.51% | |
| 42 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.55% | -0.14% | -9.07% | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.52% | +0.07% | -2.71% | |
| 44 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.44% | -0.04% | -2.55% | |
| 45 | VLTO | Veralto CORP | Stock-Industrials | 0.43% | -0.02% | -6.93% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | +0.01% | -3.08% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.08% | -0.45% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | -0.04% | -1.27% | |
| 49 | ADI | Analog Devices Inc | Stock-Tech | 0.34% | +0.11% | +3.56% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.34% | +0.17% | +0.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MA | Mastercard Inc - A | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | FISV | Fiserv Inc | — | NEW | New buy |
| 4 | INTU | Intuit Inc | — | NEW | New buy |
| 5 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 6 | SYK | Stryker CORP | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | DHR | Danaher CORP | — | NEW | New buy |
| 9 | AAPL | Apple Inc | — | NEW | New buy |
| 10 | AMT | American Tower CORP | — | NEW | New buy |
| 11 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 12 | NOW | Servicenow Inc | — | NEW | New buy |
| 13 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 14 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 15 | ABT | Abbott Laboratories | — | NEW | New buy |
| 16 | PAYC | Paycom Software Inc | — | NEW | New buy |
| 17 | ADBE | Adobe Inc | — | NEW | New buy |
| 18 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 19 | ADP | Automatic Data Processing | — | NEW | New buy |
| 20 | NXPI | NXP Semiconductors N.V. | — | NEW | New buy |
| 21 | NVDA | Nvidia CORP | — | NEW | New buy |
| 22 | EOG | Eog Resources Inc | — | NEW | New buy |
| 23 | CNI | Canadian Natl Railway Co | — | NEW | New buy |
| 24 | CHD | Church & Dwight Co Inc | — | NEW | New buy |
| 25 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 26 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 27 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 29 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 30 | WEX | Wex Inc | — | NEW | New buy |
| 31 | HD | Home Depot Inc | — | NEW | New buy |
| 32 | SNPS | Synopsys Inc | — | NEW | New buy |
| 33 | PM | Philip Morris International | — | NEW | New buy |
| 34 | CRM | Salesforce Inc | — | NEW | New buy |
| 35 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 36 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 37 | SBUX | Starbucks CORP | — | NEW | New buy |
| 38 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 39 | TTD | Trade Desk Inc/the -class A | — | NEW | New buy |
| 40 | BR | Broadridge Financial Solutio | — | NEW | New buy |
| 41 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 42 | REGN | Regeneron Pharmaceuticals | — | NEW | New buy |
| 43 | UNP | Union Pacific CORP | — | NEW | New buy |
| 44 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 45 | VLTO | Veralto CORP | — | NEW | New buy |
| 46 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 47 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 48 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 49 | ADI | Analog Devices Inc | — | NEW | New buy |
| 50 | QCOM | Qualcomm Inc | — | NEW | New buy |
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 560 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MA, MSFT, FISV) accounted for 30.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
MA
市值: $767.1M
During Q1 2025, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's top holdings by market value included MA (7.5%)、MSFT (7.0%)、FISV (5.9%). The largest single position, MA, represented 7.5% of total portfolio value.
In Q1 2025, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma made 50 total portfolio adjustments, initiating 50 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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