LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA — 13F Holdings & Portfolio
CIK 932974 · latest 13F-HR filed 2026-04-13
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.
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AUM
$9.98B
Long-equity book
Holdings
653
Distinct positions
Period
2026-03-31
Filed 2026-04-13
Q/Q Activity
+44 / −18 / ↑153 / ↓207
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EOG RESOURCES$37.3M +24.6%
- LILLY (ELI) & CO$23.0M +165.8%
- TJX COMPANIES INC$20.9M +6.5%
- CARLISLE COS INC$11.2M +32.0%
- ANALOG DEVICES CORP$10.6M +17.7%
Top Trims
- MICROSOFT CORP-$201.5M -22.8%
- INTUIT-$158.3M -30.8%
- ALPHABET INC-$78.5M -7.9%
- DANAHER CORP SHS BEN INT-$76.4M -19.5%
- THERMO FISHER SCIENTIFIC INC-$73.1M -21.7%
New Positions
- SUNBELT RENTAL HOLDINGS INC$815.2K
- QUANTA$158.0K
- WATERS CORP$153.6K
- TOTAL ENERGIES SE$123.0K
- WESTERN DIGITAL CORP$110.9K
Exited Positions
- SELECT MED HLDGS CORP$383.0K
- ROYAL GOLD INC$102.8K
- SOUTHERN COPPER$82.0K
- SEI CORP$76.2K
- ISHARES$27.3K
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 | $913.5M | 9.16% | 2,879,629 | SH |
| 2 | MASTERCARD INC | MA | 57636Q104 | $684.8M | 6.86% | 1,373,270 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $680.9M | 6.82% | 1,835,937 | SH |
| 4 | AMAZON.COM | AMZN | 023135106 | $533.6M | 5.35% | 2,238,417 | SH |
| 5 | STRYKER CORP | SYK | 863667101 | $388.3M | 3.89% | 1,144,893 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $371.8M | 3.73% | 1,427,225 | SH |
| 7 | INTUIT | INTU | 461202103 | $354.6M | 3.55% | 1,010,539 | SH |
| 8 | NVIDIA CORP | NVDA | 67066G104 | $341.8M | 3.43% | 1,811,867 | SH |
| 9 | TJX COMPANIES INC | TJX | 872540109 | $340.1M | 3.41% | 2,104,546 | SH |
| 10 | DANAHER CORP SHS BEN INT | DHR | 235851102 | $313.4M | 3.14% | 1,653,107 | SH |
| 11 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $262.9M | 2.63% | 529,873 | SH |
| 12 | COSTCO WHOLESALE CORP NEW | COST | 22160K105 | $237.4M | 2.38% | 237,800 | SH |
| 13 | AMERICAN TOWER CORP | AMT | 03027X100 | $217.4M | 2.18% | 1,212,463 | SH |
| 14 | PARKER-HANNIFIN CORP | PH | 701094104 | $201.2M | 2.02% | 204,431 | SH |
| 15 | NXP SEMICONDUCTORS | NXPI | N6596X109 | $196.6M | 1.97% | 961,789 | SH |
| 16 | EOG RESOURCES | EOG | 26875P101 | $187.8M | 1.88% | 1,379,298 | SH |
| 17 | VISA INC | V | 92826C839 | $180.8M | 1.81% | 594,059 | SH |
| 18 | META PLATFORMS INC CL A | META | 30303M102 | $166.6M | 1.67% | 264,486 | SH |
| 19 | ABBOTT LABORATORIES | ABT | 002824100 | $160.8M | 1.61% | 1,602,858 | SH |
| 20 | CANADIAN NATIONAL RAILWAY | CNI | 136375102 | $139.6M | 1.40% | 1,267,895 | SH |
| 21 | FISERV INC | FISV | 337738108 | $139.5M | 1.40% | 2,486,586 | SH |
| 22 | SERVICENOW INC | NOW | 81762P102 | $139.1M | 1.39% | 1,676,279 | SH |
| 23 | SYNOPSYS INC | SNPS | 871607107 | $126.8M | 1.27% | 323,155 | SH |
| 24 | AUTOMATIC DATA PROCESSING | ADP | 053015103 | $114.1M | 1.14% | 604,323 | SH |
| 25 | BERKSHIRE HATHAWAY INC | BRK.B | 084670702 | $111.0M | 1.11% | 231,198 | SH |
| 26 | VEEVA SYSTEMS INC | VEEV | 922475108 | $110.9M | 1.11% | 732,612 | SH |
| 27 | CHURCH & DWIGHT CO | CHD | 171340102 | $104.4M | 1.05% | 1,094,318 | SH |
| 28 | PAYCOM SOFTWARE INC | PAYC | 70432V102 | $87.4M | 0.88% | 769,305 | SH |
| 29 | QUALCOMM INC | QCOM | 747525103 | $84.6M | 0.85% | 660,654 | SH |
| 30 | HOME DEPOT INC | HD | 437076102 | $82.8M | 0.83% | 245,535 | SH |
| 31 | STARBUCKS CORP | SBUX | 855244109 | $81.9M | 0.82% | 847,946 | SH |
| 32 | ASM LITHOGRAPHY HLDG N V | ASML | N07059210 | $80.3M | 0.80% | 54,288 | SH |
| 33 | LOWES COMPANIES | LOW | 548661107 | $76.2M | 0.76% | 312,150 | SH |
| 34 | PHILIP MORRIS INTERNATIONAL | PM | 718172109 | $76.0M | 0.76% | 473,463 | SH |
| 35 | ANALOG DEVICES CORP | ADI | 032654105 | $70.0M | 0.70% | 199,948 | SH |
| 36 | IDEXX LABS | IDXX | 45168D104 | $68.5M | 0.69% | 121,708 | SH |
| 37 | O'REILLY AUTOMOTIVE INC | ORLY | 67103H107 | $67.3M | 0.67% | 723,610 | SH |
| 38 | ADOBE SYSTEMS INC | ADBE | 00724F101 | $61.4M | 0.62% | 272,597 | SH |
| 39 | JOHNSON & JOHNSON | JNJ | 478160104 | $61.1M | 0.61% | 256,030 | SH |
| 40 | PROCTER & GAMBLE CO | PG | 742718109 | $60.2M | 0.60% | 414,454 | SH |
| 41 | WEX INC | WEX | 96208T104 | $59.3M | 0.59% | 371,973 | SH |
| 42 | ALPHABET INC | GOOG | 02079K107 | $56.8M | 0.57% | 179,906 | SH |
| 43 | UNION PACIFIC | UNP | 907818108 | $56.6M | 0.57% | 226,136 | SH |
| 44 | EXXON MOBIL CORP | XOM | 30231G102 | $56.5M | 0.57% | 370,634 | SH |
| 45 | REGENERON PHAR | REGN | 75886F107 | $54.2M | 0.54% | 72,330 | SH |
| 46 | CARLISLE COS INC | CSL | 142339100 | $46.2M | 0.46% | 132,345 | SH |
| 47 | MERCK & CO INC | MRK | 58933Y105 | $40.9M | 0.41% | 337,029 | SH |
| 48 | DICKS SPORTING GOODS INC | DKS | 253393102 | $38.8M | 0.39% | 182,824 | SH |
| 49 | VERALTO CORPORATION | VLTO | 92338C103 | $38.7M | 0.39% | 432,421 | SH |
| 50 | BROADRIDGE FINANCIAL SOLUTIONS | BR | 11133T103 | $37.9M | 0.38% | 251,121 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $9.98B | 653 | 0000932974-26-000003 |
| 2025-12-31 | 2026-01-28 | $11.03B | 631 | 0000932974-26-000001 |