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CIK: 0000932974
Total reported value
$10.3B
$10.3B
518 檔
33.8%
As reported in its official Q2 2025 Form 13F filing, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's tracked investment portfolio stood at $10.3B with 518 total positions.
In Q2 2025, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 518 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.28% | -0.16% | -1.29% | |
| 2 | MA | Mastercard Inc - A | Stock-Financials | 6.99% | -0.01% | -2.82% | |
| 3 | INTU | Intuit Inc | Stock-Tech | 6.43% | -0.94% | -1.16% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.75% | +0.60% | -0.44% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.29% | -0.16% | +0.66% | |
| 6 | FISV | Fiserv Inc | Stock-Other | 4.28% | -0.30% | +1.28% | |
| 7 | SYK | Stryker CORP | Stock-Healthcare | 4.08% | -0.37% | -0.70% | |
| 8 | DHR | Danaher CORP | Stock-Healthcare | 2.92% | -0.05% | +0.12% | |
| 9 | NOW | Servicenow Inc | Stock-Tech | 2.74% | +0.28% | -0.76% | |
| 10 | AMT | American Tower CORP | Stock-Real Estate | 2.72% | -0.39% | +0.57% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.65% | +0.33% | -1.48% | |
| 12 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.47% | -0.41% | -1.67% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.38% | +0.26% | +9.59% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.11% | -0.27% | -1.45% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 2.03% | -0.24% | -0.83% | |
| 16 | ADBE | Adobe Inc | Stock-Tech | 2.00% | -0.28% | -0.42% | |
| 17 | PAYC | Paycom Software Inc | Stock-Tech | 1.96% | +0.01% | -0.27% | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.95% | -0.25% | +4.21% | |
| 19 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.87% | +0.62% | +0.49% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.76% | +0.20% | -1.79% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 1.74% | +0.16% | -0.39% | |
| 22 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.55% | +0.26% | +6.13% | |
| 23 | EOG | Eog Resources Inc | Stock-Energy | 1.50% | -0.14% | -0.07% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.44% | -0.17% | -0.51% | |
| 25 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.31% | +0.05% | -0.50% | |
| 26 | PH | Parker Hannifin CORP | Stock-Industrials | 1.29% | -0.07% | -0.24% | |
| 27 | ROP | Roper Technologies Inc | Stock-Tech | 1.08% | -0.15% | -2.87% | |
| 28 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.07% | -0.06% | -1.66% | |
| 29 | SNPS | Synopsys Inc | Stock-Tech | 1.01% | +0.25% | +12.90% | |
| 30 | WEX | Wex Inc | Stock-Tech | 1.00% | -0.10% | -3.23% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | +0.05% | -3.16% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | +0.01% | +1.42% | |
| 33 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.83% | -0.05% | -0.25% | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.79% | +0.07% | -0.73% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.77% | -0.13% | -0.06% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.69% | -0.04% | -0.74% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.66% | -0.11% | -0.85% | |
| 38 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.62% | -0.09% | -1.56% | |
| 39 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.59% | -0.05% | +1310.07% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.01% | -0.28% | |
| 41 | BR | Broadridge Financial Solutio | Stock-Tech | 0.56% | -0.09% | -1.19% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.49% | +0.07% | -0.41% | |
| 43 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.47% | -0.04% | -5.14% | |
| 44 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.46% | -0.14% | +3.57% | |
| 45 | VLTO | Veralto CORP | Stock-Industrials | 0.42% | -0.02% | -3.20% | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.40% | +0.11% | -0.01% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | +0.01% | -1.00% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.08% | -1.08% | |
| 49 | ASML | ASML Holding N.V. | Stock-Tech | 0.35% | +0.45% | +9.50% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.35% | +0.17% | +0.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.3% | -1.29% | Trim |
| 2 | INTU | Intuit Inc | +1% | -1.16% | Trim |
| 3 | NVDA | Nvidia CORP | +0.8% | +9.59% | Add |
| 4 | AMZN | Amazon.com Inc | +0.4% | +0.66% | Add |
| 5 | NOW | Servicenow Inc | +0.3% | -0.76% | Trim |
| 6 | VEEV | Veeva Systems Inc-class A | +0.3% | +6.13% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.3% | -0.51% | Trim |
| 8 | SNPS | Synopsys Inc | +0.2% | +12.90% | Add |
| 9 | TTD | Trade Desk Inc/the -class A | +0.2% | -0.25% | Trim |
| 10 | NXPI | NXP Semiconductors N.V. | +0.2% | +0.49% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.44% | Trim |
| 12 | PH | Parker Hannifin CORP | +0.1% | -0.24% | Trim |
| 13 | DKS | Dick's Sporting Goods Inc | +0.1% | +64.04% | Add |
| 14 | IDXX | Idexx Laboratories Inc | +0.1% | -1.56% | Trim |
| 15 | ADI | Analog Devices Inc | +0.1% | -0.01% | Trim |
| 16 | ASML | ASML Holding N.V. | +0.1% | +9.50% | Add |
| 17 | NKE | Nike Inc -cl B | 0% | -5.14% | Trim |
| 18 | COF | Capital One Financial CORP | 0% | NEW | New buy |
| 19 | WEX | Wex Inc | 0% | -3.23% | Trim |
| 20 | QCOM | Qualcomm Inc | 0% | +0.24% | Add |
| 21 | JPM | Jpmorgan Chase & Co | 0% | -1.81% | Trim |
| 22 | SYK | Stryker CORP | — | -0.70% | Trim |
| 23 | SBUX | Starbucks CORP | — | -0.74% | Trim |
| 24 | GOOG | Alphabet Inc-cl C | — | -2.25% | Trim |
| 25 | ADBE | Adobe Inc | 0% | -0.42% | Trim |
| 26 | CRM | Salesforce Inc | 0% | -0.06% | Trim |
| 27 | PM | Philip Morris International | 0% | -0.73% | Trim |
| 28 | VLTO | Veralto CORP | 0% | -3.20% | Trim |
| 29 | DFSEUR | Discover Financial Services | 0% | EXIT | Sold out |
| 30 | IBKR | Interactive Brokers Gro-cl A | 0% | -17.87% | Trim |
| 31 | EOG | Eog Resources Inc | 0% | -0.07% | Trim |
| 32 | HD | Home Depot Inc | 0% | +1.42% | Add |
| 33 | AMAT | Applied Materials Inc | 0% | -94.43% | Trim |
| 34 | CNI | Canadian Natl Railway Co | -0.1% | -0.50% | Trim |
| 35 | PGR | Progressive CORP | -0.1% | -90.82% | Trim |
| 36 | MCD | Mcdonald's CORP | -0.1% | -0.74% | Trim |
| 37 | ADP | Automatic Data Processing | -0.1% | -0.39% | Trim |
| 38 | V | Visa Inc-class A Shares | -0.1% | -1.79% | Trim |
| 39 | REGN | Regeneron Pharmaceuticals | -0.1% | +3.57% | Add |
| 40 | PAYC | Paycom Software Inc | -0.1% | -0.27% | Trim |
| 41 | ORLY | O'reilly Automotive Inc | -0.1% | +1310.07% | Add |
| 42 | ABT | Abbott Laboratories | -0.1% | -0.83% | Trim |
| 43 | AMT | American Tower CORP | -0.1% | +0.57% | Add |
| 44 | CHD | Church & Dwight Co Inc | -0.2% | -1.66% | Trim |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -3.16% | Trim |
| 46 | TMO | Thermo Fisher Scientific Inc | -0.3% | +4.21% | Add |
| 47 | AAPL | Apple Inc | -0.3% | -1.48% | Trim |
| 48 | TJX | Tjx Companies Inc | -0.3% | -1.67% | Trim |
| 49 | MA | Mastercard Inc - A | -0.5% | -2.82% | Trim |
| 50 | FISV | Fiserv Inc | -1.6% | +1.28% | Add |
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 518 disclosed positions in Q2 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 MSFT, MA, INTU) accounted for 33.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
COF
市值: $3.8M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $3.3M
During Q2 2025, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's top holdings by market value included MSFT (8.3%)、MA (7.0%)、INTU (6.4%). The largest single position, MSFT, represented 8.3% of total portfolio value.
In Q2 2025, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma made 50 total portfolio adjustments, initiating 1 new buys, adding to 14 positions, trimming 34 holdings, and fully liquidating 1 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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