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LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA — 13F Holdings & Portfolio

CIK 932974 · latest 13F-HR filed 2026-07-30

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LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $10.30B in 13F-reported U.S. long-equity assets across 660 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGL (9.75%), MA (6.85%), MSFT (6.66%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 34 new positions, exited 29, added to 255, and trimmed 148.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
230 CONGRESS STREET
BOSTON, MA 02110
Phone
(617) 523-6531
Filing Manager
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
BOSTON, MA
Signatory
Elise Keane
Compliance Associate
Loading holdings…
AUM

$10.30B

Long-equity book

Holdings

660

Distinct positions

Period

2026-06-30

Filed 2026-07-30

Q/Q Activity

+34 / −29 / ↑255 / ↓148

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALPHABET INC$91.8M +10.0%
  • NXP SEMICONDUCTORS$69.8M +35.3%
  • ASM LITHOGRAPHY HLDG N V$48.9M +60.8%
  • APPLE INC$46.3M +12.5%
  • NVIDIA CORP$37.8M +11.0%
Show all 255 →

Top Trims

  • INTUIT-$84.4M -23.7%
  • AMERICAN TOWER CORP-$33.0M -15.1%
  • TJX COMPANIES INC-$30.4M -8.9%
  • FISERV INC-$27.1M -19.3%
  • ADOBE SYSTEMS INC-$26.7M -43.5%
Show all 148 →

New Positions

  • WISE PLC$52.1M
  • HONEYWELL INTL INC COM$2.3M
  • HONEYWELL AEROSPACE INC$2.3M
  • MITSUBISHI UFJ FINANCIAL GROUP$994.5K
  • DUPONT DE NEMOURS INC$773.8K
Show all 34 →

Exited Positions

  • HONEYWELL INTL INC COM$4.3M
  • RENAISSANCERE HOLDINGS LTD$1.2M
  • WOODWARD INC COM$1.0M
  • XPO LOGISTICS INC$919.0K
  • DUPONT DE NEMOURS INC$858.6K
Show all 29 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC GOOGL 02079K305 $1.00B 9.75% 2,812,166 SH
2 MASTERCARD INC MA 57636Q104 $705.6M 6.85% 1,373,811 SH
3 MICROSOFT CORP MSFT 594918104 $686.6M 6.66% 1,840,708 SH
4 AMAZON.COM AMZN 023135106 $534.3M 5.19% 2,241,941 SH
5 APPLE INC AAPL 037833100 $418.1M 4.06% 1,444,776 SH
6 NVIDIA CORP NVDA 67066G104 $379.6M 3.68% 1,896,962 SH
7 STRYKER CORP SYK 863667101 $362.4M 3.52% 1,151,085 SH
8 DANAHER CORP SHS BEN INT DHR 235851102 $318.3M 3.09% 1,670,835 SH
9 TJX COMPANIES INC TJX 872540109 $309.8M 3.01% 2,044,758 SH
10 INTUIT INTU 461202103 $270.5M 2.63% 1,036,557 SH
11 NXP SEMICONDUCTORS NXPI N6596X109 $266.0M 2.58% 946,357 SH
12 THERMO FISHER SCIENTIFIC INC TMO 883556102 $245.7M 2.38% 490,134 SH
13 COSTCO WHOLESALE CORP NEW COST 22160K105 $218.3M 2.12% 233,406 SH
14 VISA INC V 92826C839 $207.8M 2.02% 605,554 SH
15 PARKER-HANNIFIN CORP PH 701094104 $199.9M 1.94% 204,377 SH
16 AMERICAN TOWER CORP AMT 03027X100 $184.4M 1.79% 1,127,506 SH
17 EOG RESOURCES EOG 26875P101 $180.4M 1.75% 1,390,789 SH
18 SERVICENOW INC NOW 81762P102 $172.7M 1.68% 1,739,105 SH
19 SYNOPSYS INC SNPS 871607107 $156.6M 1.52% 351,035 SH
20 META PLATFORMS INC CL A META 30303M102 $154.4M 1.50% 274,155 SH
21 CANADIAN NATIONAL RAILWAY CNI 136375102 $148.7M 1.44% 1,247,334 SH
22 ABBOTT LABORATORIES ABT 002824100 $141.3M 1.37% 1,557,555 SH
23 VEEVA SYSTEMS INC VEEV 922475108 $140.5M 1.36% 791,648 SH
24 AUTOMATIC DATA PROCESSING ADP 053015103 $134.3M 1.30% 599,572 SH
25 ASM LITHOGRAPHY HLDG N V ASML N07059210 $128.8M 1.25% 64,728 SH
26 BERKSHIRE HATHAWAY INC BRK.B 084670702 $119.3M 1.16% 238,490 SH
27 FISERV INC FISV 337738108 $112.5M 1.09% 2,293,124 SH
28 QUALCOMM INC QCOM 747525103 $104.7M 1.02% 566,489 SH
29 CHURCH & DWIGHT CO CHD 171340102 $101.4M 0.98% 1,047,147 SH
30 PAYCOM SOFTWARE INC PAYC 70432V102 $91.2M 0.89% 725,908 SH
31 HOME DEPOT INC HD 437076102 $86.5M 0.84% 245,398 SH
32 PHILIP MORRIS INTERNATIONAL PM 718172109 $85.5M 0.83% 472,798 SH
33 ANALOG DEVICES CORP ADI 032654105 $84.2M 0.82% 212,100 SH
34 STARBUCKS CORP SBUX 855244109 $80.6M 0.78% 788,650 SH
35 LILLY (ELI) & CO LLY 532457108 $71.4M 0.69% 59,500 SH
36 LOWES COMPANIES LOW 548661107 $67.3M 0.65% 305,424 SH
37 UNION PACIFIC UNP 907818108 $66.0M 0.64% 242,683 SH
38 CARLISLE COS INC CSL 142339100 $64.6M 0.63% 177,989 SH
39 O'REILLY AUTOMOTIVE INC ORLY 67103H107 $64.5M 0.63% 700,287 SH
40 JOHNSON & JOHNSON JNJ 478160104 $64.1M 0.62% 252,575 SH
41 IDEXX LABS IDXX 45168D104 $61.4M 0.60% 116,599 SH
42 PROCTER & GAMBLE CO PG 742718109 $61.2M 0.59% 417,142 SH
43 ALPHABET INC GOOG 02079K107 $59.6M 0.58% 168,603 SH
44 WISE PLC WSE G9723Y105 $51.9M 0.50% 4,355,356 SH
45 WEX INC WEX 96208T104 $51.4M 0.50% 364,301 SH
46 EXXON MOBIL CORP XOM 30231G102 $50.9M 0.49% 372,595 SH
47 DICKS SPORTING GOODS INC DKS 253393102 $43.0M 0.42% 189,630 SH
48 MERCK & CO INC MRK 58933Y105 $42.8M 0.41% 332,735 SH
49 REGENERON PHAR REGN 75886F107 $41.0M 0.40% 65,775 SH
50 VERALTO CORPORATION VLTO 92338C103 $37.8M 0.37% 426,129 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-30 $10.30B 660 0000932974-26-000008
2026-03-31 2026-04-13 $9.98B 653 0000932974-26-000003
2025-12-31 2026-01-28 $11.03B 631 0000932974-26-000001