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CIK: 0000932974
Total reported value
$10.3B
$10.3B
534 檔
35.4%
In Q4 2025, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's U.S. equity holdings reached a combined market value of $10.3B, distributed across 534 disclosed stock positions.
In Q4 2025, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma adopted a defensive or profit-taking posture, trimming 36 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 534 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 9.01% | +0.60% | -1.30% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.02% | -0.16% | -0.57% | |
| 3 | MA | Mastercard Inc - A | Stock-Financials | 6.52% | -0.01% | -0.23% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.87% | -0.16% | -0.17% | |
| 5 | INTU | Intuit Inc | Stock-Tech | 4.66% | -0.94% | +1.65% | |
| 6 | SYK | Stryker CORP | Stock-Healthcare | 3.71% | -0.37% | -0.36% | |
| 7 | DHR | Danaher CORP | Stock-Healthcare | 3.54% | -0.05% | -0.55% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.32% | +0.33% | -0.77% | |
| 9 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.05% | -0.25% | -0.56% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.97% | +0.26% | -1.43% | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.90% | -0.41% | -2.65% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.14% | -0.27% | +0.88% | |
| 13 | AMT | American Tower CORP | Stock-Real Estate | 2.10% | -0.39% | -6.47% | |
| 14 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 2.01% | +0.62% | -0.51% | |
| 15 | NOW | Servicenow Inc | Stock-Tech | 1.90% | +0.28% | +407.55% | |
| 16 | PH | Parker Hannifin CORP | Stock-Industrials | 1.74% | -0.07% | -0.41% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.72% | +0.20% | +1.91% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.62% | -0.24% | -1.38% | |
| 19 | FISV | Fiserv Inc | Stock-Other | 1.58% | -0.30% | -9.89% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.55% | -0.17% | +14.62% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 1.44% | +0.16% | -1.23% | |
| 22 | EOG | Eog Resources Inc | Stock-Energy | 1.38% | -0.14% | -1.21% | |
| 23 | SNPS | Synopsys Inc | Stock-Tech | 1.34% | +0.25% | -3.05% | |
| 24 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.31% | +0.26% | +3.55% | |
| 25 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.19% | +0.05% | -6.29% | |
| 26 | ADBE | Adobe Inc | Stock-Tech | 1.18% | -0.28% | -14.20% | |
| 27 | PAYC | Paycom Software Inc | Stock-Tech | 1.11% | +0.01% | -9.26% | |
| 28 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.96% | -0.06% | -6.18% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | +0.05% | +2.63% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.89% | +0.17% | +158.24% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.86% | +0.01% | -2.46% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.79% | -0.11% | -3.74% | |
| 33 | PM | Philip Morris International | Stock-Consumer Staples | 0.79% | +0.07% | -0.35% | |
| 34 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.78% | -0.09% | -2.41% | |
| 35 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.76% | -0.04% | -0.32% | |
| 36 | ASML | ASML Holding N.V. | Stock-Tech | 0.70% | +0.45% | +0.36% | |
| 37 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.66% | -0.05% | -0.33% | |
| 38 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.61% | -0.14% | -5.18% | |
| 39 | WEX | Wex Inc | Stock-Tech | 0.58% | -0.10% | -14.18% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.01% | +4.23% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.01% | -0.86% | |
| 42 | ADI | Analog Devices Inc | Stock-Tech | 0.54% | +0.11% | +2.04% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | +0.01% | -1.50% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.49% | +0.07% | -2.50% | |
| 45 | BR | Broadridge Financial Solutio | Stock-Tech | 0.48% | -0.09% | +0.35% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.08% | -2.24% | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.41% | -0.04% | -1.33% | |
| 48 | VLTO | Veralto CORP | Stock-Industrials | 0.40% | -0.02% | -1.49% | |
| 49 | ROP | Roper Technologies Inc | Stock-Tech | 0.40% | -0.15% | -44.44% | |
| 50 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.35% | -0.05% | -15.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +2.3% | -1.30% | Trim |
| 2 | AMZN | Amazon.com Inc | +0.6% | -0.17% | Trim |
| 3 | QCOM | Qualcomm Inc | +0.5% | +158.24% | Add |
| 4 | PH | Parker Hannifin CORP | +0.3% | -0.41% | Trim |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.3% | -0.56% | Trim |
| 6 | CSL | Carlisle Cos Inc | +0.3% | +6717.86% | Add |
| 7 | DHR | Danaher CORP | +0.3% | -0.55% | Trim |
| 8 | ASML | ASML Holding N.V. | +0.2% | +0.36% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -0.86% | Trim |
| 10 | REGN | Regeneron Pharmaceuticals | +0.2% | -5.18% | Trim |
| 11 | NVDA | Nvidia CORP | +0.2% | -1.43% | Trim |
| 12 | COST | Costco Wholesale CORP | +0.1% | +0.88% | Add |
| 13 | ADI | Analog Devices Inc | +0.1% | +2.04% | Add |
| 14 | NXPI | NXP Semiconductors N.V. | +0.1% | -0.51% | Trim |
| 15 | SNPS | Synopsys Inc | +0.1% | -3.05% | Trim |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +14.62% | Add |
| 17 | TJX | Tjx Companies Inc | +0.1% | -2.65% | Trim |
| 18 | PM | Philip Morris International | +0.1% | -0.35% | Trim |
| 19 | SBUX | Starbucks CORP | +0.1% | -0.32% | Trim |
| 20 | JNJ | Johnson & Johnson | +0.1% | -1.50% | Trim |
| 21 | XOM | Exxon Mobil CORP | +0.1% | -2.24% | Trim |
| 22 | LOW | Lowe's Cos Inc | +0.1% | -3.74% | Trim |
| 23 | IDXX | Idexx Laboratories Inc | +0.1% | -2.41% | Trim |
| 24 | AAPL | Apple Inc | +0.1% | -0.77% | Trim |
| 25 | MRK | Merck & Co. Inc. | +0.1% | -5.17% | Trim |
| 26 | TKR | Timken Co | 0% | +278.26% | Add |
| 27 | ROST | Ross Stores Inc | 0% | -4.20% | Trim |
| 28 | HD | Home Depot Inc | 0% | -2.46% | Trim |
| 29 | V | Visa Inc-class A Shares | 0% | +1.91% | Add |
| 30 | BR | Broadridge Financial Solutio | 0% | +0.35% | Add |
| 31 | PEP | Pepsico Inc | 0% | -17.64% | Trim |
| 32 | NKE | Nike Inc -cl B | 0% | -1.33% | Trim |
| 33 | WEX | Wex Inc | -0.1% | -14.18% | Trim |
| 34 | ADP | Automatic Data Processing | -0.1% | -1.23% | Trim |
| 35 | CRM | Salesforce Inc | -0.1% | -21.28% | Trim |
| 36 | SYK | Stryker CORP | -0.2% | -0.36% | Trim |
| 37 | AMT | American Tower CORP | -0.2% | -6.47% | Trim |
| 38 | ABT | Abbott Laboratories | -0.2% | -1.38% | Trim |
| 39 | VEEV | Veeva Systems Inc-class A | -0.3% | +3.55% | Add |
| 40 | TTD | Trade Desk Inc/the -class A | -0.3% | -15.86% | Trim |
| 41 | ADBE | Adobe Inc | -0.4% | -14.20% | Trim |
| 42 | MSFT | Microsoft CORP | -0.4% | -0.57% | Trim |
| 43 | MA | Mastercard Inc - A | -0.5% | -0.23% | Trim |
| 44 | ROP | Roper Technologies Inc | -0.5% | -44.44% | Trim |
| 45 | PAYC | Paycom Software Inc | -0.6% | -9.26% | Trim |
| 46 | NOW | Servicenow Inc | -0.7% | +407.55% | Add |
| 47 | INTU | Intuit Inc | -0.9% | +1.65% | Add |
| 48 | FISV | Fiserv Inc | -1.6% | -9.89% | Trim |
| 49 | UL | Unilever PLC | — | EXIT | Sold out |
| 50 | UL | Unilever Plc-sponsored Adr | — | 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 534 disclosed positions in Q4 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 GOOGL, MSFT, MA) accounted for 35.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $3.0M
Top Position Liquidated / Trimmed
UL
前期市值: $3.2M
During Q4 2025, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's top holdings by market value included GOOGL (9.0%)、MSFT (8.0%)、MA (6.5%). The largest single position, GOOGL, represented 9.0% of total portfolio value.
In Q4 2025, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma made 50 total portfolio adjustments, initiating 1 new buys, adding to 12 positions, trimming 36 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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