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CIK: 0000932974
Total reported value
$10.3B
$10.3B
527 檔
35.3%
At the close of Q3 2025, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma disclosed equity holdings valued at approximately $10.3B, spread across 527 reported holdings.
In Q3 2025, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 527 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.46% | -0.16% | -1.66% | |
| 2 | MA | Mastercard Inc - A | Stock-Financials | 6.98% | -0.01% | -1.45% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.69% | +0.60% | -1.20% | |
| 4 | INTU | Intuit Inc | Stock-Tech | 5.51% | -0.94% | +0.40% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.27% | -0.16% | -0.60% | |
| 6 | SYK | Stryker CORP | Stock-Healthcare | 3.89% | -0.37% | -0.70% | |
| 7 | DHR | Danaher CORP | Stock-Healthcare | 3.26% | -0.05% | -0.31% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.25% | +0.33% | -2.39% | |
| 9 | FISV | Fiserv Inc | Stock-Other | 3.18% | -0.30% | +3.89% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.82% | +0.26% | +3.42% | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.78% | -0.41% | -1.76% | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.72% | -0.25% | -0.52% | |
| 13 | NOW | Servicenow Inc | Stock-Tech | 2.58% | +0.28% | +3.96% | |
| 14 | AMT | American Tower CORP | Stock-Real Estate | 2.30% | -0.39% | -1.04% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.00% | -0.27% | +0.39% | |
| 16 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.88% | +0.62% | +0.10% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.85% | -0.24% | -0.89% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.74% | +0.20% | +2.61% | |
| 19 | PAYC | Paycom Software Inc | Stock-Tech | 1.67% | +0.01% | -1.18% | |
| 20 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.64% | +0.26% | +5.45% | |
| 21 | ADBE | Adobe Inc | Stock-Tech | 1.59% | -0.28% | -12.36% | |
| 22 | ADP | Automatic Data Processing | Stock-Tech | 1.56% | +0.16% | -1.16% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.43% | -0.17% | +0.35% | |
| 24 | PH | Parker Hannifin CORP | Stock-Industrials | 1.40% | -0.07% | -0.52% | |
| 25 | EOG | Eog Resources Inc | Stock-Energy | 1.34% | -0.14% | +0.02% | |
| 26 | SNPS | Synopsys Inc | Stock-Tech | 1.22% | +0.25% | +36.55% | |
| 27 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.17% | +0.05% | -2.25% | |
| 28 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.93% | -0.06% | -3.02% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | +0.05% | -0.17% | |
| 30 | ROP | Roper Technologies Inc | Stock-Tech | 0.90% | -0.15% | -1.25% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.87% | +0.01% | -0.45% | |
| 32 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.71% | -0.09% | -3.47% | |
| 33 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.71% | -0.11% | -1.40% | |
| 34 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.68% | -0.05% | +9.21% | |
| 35 | PM | Philip Morris International | Stock-Consumer Staples | 0.68% | +0.07% | -0.06% | |
| 36 | WEX | Wex Inc | Stock-Tech | 0.67% | -0.10% | -38.11% | |
| 37 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.66% | -0.04% | +2.82% | |
| 38 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.63% | -0.05% | -1.10% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.01% | -1.38% | |
| 40 | BR | Broadridge Financial Solutio | Stock-Tech | 0.52% | -0.09% | -1.69% | |
| 41 | ASML | ASML Holding N.V. | Stock-Tech | 0.48% | +0.45% | +6.19% | |
| 42 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.46% | -0.14% | -8.19% | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.46% | +0.07% | -1.33% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.46% | -0.13% | -35.83% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | +0.01% | -1.31% | |
| 46 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.45% | -0.04% | -2.08% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.01% | +0.59% | |
| 48 | ADI | Analog Devices Inc | Stock-Tech | 0.41% | +0.11% | +1.38% | |
| 49 | VLTO | Veralto CORP | Stock-Industrials | 0.41% | -0.02% | -5.38% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.08% | -0.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +2.1% | -1.20% | Trim |
| 2 | MSFT | Microsoft CORP | +1.5% | -1.66% | Trim |
| 3 | NVDA | Nvidia CORP | +1.3% | +3.42% | Add |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.5% | -0.52% | Add |
| 5 | VEEV | Veeva Systems Inc-class A | +0.4% | +5.45% | Add |
| 6 | SNPS | Synopsys Inc | +0.4% | +36.55% | Add |
| 7 | AMZN | Amazon.com Inc | +0.4% | -0.60% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.3% | +0.35% | Trim |
| 9 | AAPL | Apple Inc | +0.3% | -2.39% | Trim |
| 10 | PH | Parker Hannifin CORP | +0.2% | -0.52% | Trim |
| 11 | ASML | ASML Holding N.V. | +0.2% | +6.19% | Add |
| 12 | NOW | Servicenow Inc | +0.2% | +3.96% | Add |
| 13 | NXPI | NXP Semiconductors N.V. | +0.2% | +0.10% | Add |
| 14 | IDXX | Idexx Laboratories Inc | +0.2% | -3.47% | Trim |
| 15 | DKS | Dick's Sporting Goods Inc | +0.1% | +13.01% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +0.59% | Trim |
| 17 | INTU | Intuit Inc | +0.1% | +0.40% | Trim |
| 18 | DHR | Danaher CORP | +0.1% | -0.31% | Trim |
| 19 | ADI | Analog Devices Inc | +0.1% | +1.38% | Add |
| 20 | ANET | Arista Networks Inc | +0.1% | — | Trim |
| 21 | TTD | Trade Desk Inc/the -class A | 0% | +9.21% | Add |
| 22 | JNJ | Johnson & Johnson | 0% | -1.31% | Trim |
| 23 | AVGO | Broadcom Inc | 0% | +26.29% | Add |
| 24 | QCOM | Qualcomm Inc | 0% | -0.23% | Add |
| 25 | NKE | Nike Inc -cl B | 0% | -2.08% | Trim |
| 26 | HD | Home Depot Inc | 0% | -0.45% | Add |
| 27 | LOW | Lowe's Cos Inc | 0% | -1.40% | Trim |
| 28 | TJX | Tjx Companies Inc | 0% | -1.76% | Trim |
| 29 | V | Visa Inc-class A Shares | -0.1% | +2.61% | Add |
| 30 | ALGN | Align Technology Inc | -0.1% | -7.22% | Trim |
| 31 | PM | Philip Morris International | -0.1% | -0.06% | Trim |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -1.38% | Trim |
| 33 | FDS | Factset Research Systems Inc | -0.2% | -74.95% | Trim |
| 34 | SYK | Stryker CORP | -0.2% | -0.70% | Trim |
| 35 | CNI | Canadian Natl Railway Co | -0.2% | -2.25% | Trim |
| 36 | EOG | Eog Resources Inc | -0.2% | +0.02% | Trim |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -0.17% | Trim |
| 38 | ADP | Automatic Data Processing | -0.3% | -1.16% | Trim |
| 39 | ROP | Roper Technologies Inc | -0.3% | -1.25% | Trim |
| 40 | ABT | Abbott Laboratories | -0.3% | -0.89% | Trim |
| 41 | WEX | Wex Inc | -0.3% | -38.11% | Trim |
| 42 | CRM | Salesforce Inc | -0.3% | -35.83% | Trim |
| 43 | COST | Costco Wholesale CORP | -0.3% | +0.39% | Trim |
| 44 | CHD | Church & Dwight Co Inc | -0.3% | -3.02% | Trim |
| 45 | PAYC | Paycom Software Inc | -0.4% | -1.18% | Trim |
| 46 | ADBE | Adobe Inc | -0.4% | -12.36% | Trim |
| 47 | MA | Mastercard Inc - A | -0.5% | -1.45% | Trim |
| 48 | AMT | American Tower CORP | -0.6% | -1.04% | Trim |
| 49 | FISV | Fiserv Inc | -2.7% | +3.89% | Add |
| 50 | GDDY | Godaddy Inc - Class A | — | EXIT | Sold out |
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 527 disclosed positions in Q3 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, GOOGL) accounted for 35.3% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
GDDY
前期市值: $5.4M
During Q3 2025, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's top holdings by market value included MSFT (8.5%)、MA (7.0%)、GOOGL (6.7%). The largest single position, MSFT, represented 8.5% of total portfolio value.
In Q3 2025, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma made 50 total portfolio adjustments, initiating 0 new buys, adding to 16 positions, trimming 33 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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