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CIK: 0000932974
Total reported value
$10.3B
$10.3B
560 檔
31.2%
The Q1 2026 SEC filing reveals that Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma held a total portfolio value of $10.3B, covering 560 public equity positions.
In Q1 2026, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma adopted a defensive or profit-taking posture, trimming 99 positions and completely liquidating 2 holdings to manage risk exposure.
Showing top 200 holdings (of 560 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 9.18% | +0.60% | -2.86% | |
| 2 | MA | Mastercard Inc - A | Stock-Financials | 6.89% | -0.01% | -0.28% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.85% | -0.16% | +0.08% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.36% | -0.16% | +2.14% | |
| 5 | SYK | Stryker CORP | Stock-Healthcare | 3.90% | -0.37% | -0.44% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.73% | +0.33% | +0.75% | |
| 7 | INTU | Intuit Inc | Stock-Tech | 3.57% | -0.94% | +7.55% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.43% | +0.26% | +4.40% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.42% | -0.41% | -2.44% | |
| 10 | DHR | Danaher CORP | Stock-Healthcare | 3.15% | -0.05% | +0.04% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.64% | -0.25% | -1.56% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.39% | -0.27% | -2.19% | |
| 13 | AMT | American Tower CORP | Stock-Real Estate | 2.19% | -0.39% | -5.60% | |
| 14 | PH | Parker Hannifin CORP | Stock-Industrials | 2.02% | -0.07% | -1.04% | |
| 15 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.98% | +0.62% | +0.06% | |
| 16 | EOG | Eog Resources Inc | Stock-Energy | 1.90% | -0.14% | -0.67% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.82% | +0.20% | +1.71% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.67% | -0.17% | +4.29% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.62% | -0.24% | -1.99% | |
| 20 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.40% | +0.05% | -2.56% | |
| 21 | FISV | Fiserv Inc | Stock-Other | 1.40% | -0.30% | -5.16% | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 1.40% | +0.28% | +5.93% | |
| 23 | SNPS | Synopsys Inc | Stock-Tech | 1.27% | +0.25% | +9.85% | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 1.15% | +0.16% | -2.71% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.12% | +0.05% | +6.83% | |
| 26 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.11% | +0.26% | +10.37% | |
| 27 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.05% | -0.06% | -4.08% | |
| 28 | PAYC | Paycom Software Inc | Stock-Tech | 0.88% | +0.01% | -10.66% | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 0.85% | +0.17% | +3.55% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.83% | +0.01% | -1.93% | |
| 31 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.82% | -0.04% | -3.04% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.80% | +0.45% | +2.00% | |
| 33 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.77% | -0.11% | -1.49% | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.76% | +0.07% | -2.52% | |
| 35 | ADI | Analog Devices Inc | Stock-Tech | 0.71% | +0.11% | +2.12% | |
| 36 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.69% | -0.09% | -1.40% | |
| 37 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.68% | -0.05% | -0.57% | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.62% | -0.28% | -37.86% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | +0.01% | -2.27% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.01% | -0.68% | |
| 41 | WEX | Wex Inc | Stock-Tech | 0.60% | -0.10% | -8.06% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.01% | -2.29% | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.57% | +0.07% | -2.61% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.08% | +0.36% | |
| 45 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.54% | -0.14% | -16.72% | |
| 46 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.46% | +0.17% | +30.81% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | +0.01% | -2.31% | |
| 48 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.39% | +0.03% | +17.42% | |
| 49 | VLTO | Veralto CORP | Stock-Industrials | 0.39% | -0.02% | -2.02% | |
| 50 | BR | Broadridge Financial Solutio | Stock-Tech | 0.38% | -0.09% | -0.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EOG | Eog Resources Inc | +0.5% | -0.67% | Trim |
| 2 | TJX | Tjx Companies Inc | +0.5% | -2.44% | Trim |
| 3 | AMZN | Amazon.com Inc | +0.5% | +2.14% | Add |
| 4 | NVDA | Nvidia CORP | +0.5% | +4.40% | Add |
| 5 | AAPL | Apple Inc | +0.4% | +0.75% | Add |
| 6 | MA | Mastercard Inc - A | +0.4% | -0.28% | Trim |
| 7 | PH | Parker Hannifin CORP | +0.3% | -1.04% | Trim |
| 8 | COST | Costco Wholesale CORP | +0.3% | -2.19% | Trim |
| 9 | LLY | Eli Lilly & Co | +0.2% | +194.14% | Add |
| 10 | CNI | Canadian Natl Railway Co | +0.2% | -2.56% | Trim |
| 11 | SYK | Stryker CORP | +0.2% | -0.44% | Trim |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +6.83% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.86% | Trim |
| 14 | ADI | Analog Devices Inc | +0.2% | +2.12% | Add |
| 15 | CSL | Carlisle Cos Inc | +0.1% | +30.81% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +4.29% | Add |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +0.36% | Add |
| 18 | V | Visa Inc-class A Shares | +0.1% | +1.71% | Add |
| 19 | DKS | Dick's Sporting Goods Inc | +0.1% | +17.42% | Add |
| 20 | ASML | ASML Holding N.V. | +0.1% | +2.00% | Add |
| 21 | AMT | American Tower CORP | +0.1% | -5.60% | Trim |
| 22 | CHD | Church & Dwight Co Inc | +0.1% | -4.08% | Trim |
| 23 | GLD | Spdr Gold Shares | +0.1% | +221.61% | Add |
| 24 | UNP | Union Pacific CORP | +0.1% | -2.61% | Trim |
| 25 | JNJ | Johnson & Johnson | +0.1% | -2.27% | Trim |
| 26 | MRK | Merck & Co. Inc. | +0.1% | -2.31% | Trim |
| 27 | ECL | Ecolab Inc | +0.1% | +37.19% | Add |
| 28 | ROST | Ross Stores Inc | +0.1% | -3.06% | Trim |
| 29 | SBUX | Starbucks CORP | +0.1% | -3.04% | Trim |
| 30 | PG | Procter & Gamble Co/the | 0% | -0.68% | Trim |
| 31 | AVGO | Broadcom Inc | 0% | +11.12% | Add |
| 32 | PEP | Pepsico Inc | 0% | -4.44% | Trim |
| 33 | ORLY | O'reilly Automotive Inc | 0% | -0.57% | Trim |
| 34 | WEX | Wex Inc | 0% | -8.06% | Trim |
| 35 | DE | Deere & Co | 0% | — | Unchanged |
| 36 | CVX | Chevron CORP | 0% | -3.04% | Trim |
| 37 | CBT | Cabot CORP | 0% | — | Unchanged |
| 38 | ITW | Illinois Tool Works | 0% | +0.30% | Add |
| 39 | GOOG | Alphabet Inc-cl C | 0% | -2.29% | Trim |
| 40 | MCD | Mcdonald's CORP | 0% | -4.07% | Trim |
| 41 | LMT | Lockheed Martin CORP | 0% | +183.45% | Add |
| 42 | OZK | Bank Ozk | 0% | +3225.81% | Add |
| 43 | MSCI | Msci Inc | 0% | — | Unchanged |
| 44 | COP | Conocophillips | 0% | -0.11% | Trim |
| 45 | GLW | Corning Inc | 0% | -3.13% | Trim |
| 46 | NFLX | Netflix Inc | 0% | +4.57% | Add |
| 47 | TKR | Timken Co | 0% | — | Unchanged |
| 48 | INTC | Intel CORP | 0% | -5.46% | Trim |
| 49 | APD | Air Products & Chemicals Inc | 0% | -2.40% | Trim |
| 50 | HASI | Ha Sustainable Infrastructur | 0% | +11.13% | 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 560 disclosed positions in Q1 2026.
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, MA, MSFT) accounted for 31.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
SUNB
市值: $815.2K
Top Position Liquidated / Trimmed
SEM
前期市值: $383.0K
During Q1 2026, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's top holdings by market value included GOOGL (9.2%)、MA (6.9%)、MSFT (6.8%). The largest single position, GOOGL, represented 9.2% of total portfolio value.
In Q1 2026, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma made 156 total portfolio adjustments, initiating 5 new buys, adding to 50 positions, trimming 99 holdings, and fully liquidating 2 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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