LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Sector Allocation
- Technology45.9%$5.0B
- Healthcare14.4%$1.6B
- Financials11.8%$1.3B
- Consumer Discretionary11.1%$1.2B
- Industrials5.7%$613.8M
- Consumer Staples4.7%$512.3M
- Energy2.6%$285.7M
- Real Estate1.6%$177.5M
- Materials1.3%$137.2M
- Other0.7%$71.3M
AUM History
13fpro.ai/research/fund/loring-wolcott-and-coolidge-fiduciary-advisors-llp-ma-932974
Conviction and streaks
Concentrating · top 10 = 49.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
GOOGL
$960.5MMSFT
$940.0MMA
$756.2MAMZN
$555.6MAAPL
$476.3MNVDA
$436.5MDHR
$370.3MSYK
$318.7MTMO
$306.7MINTU
$281.4MTJX
$269.5MNOW
$234.2MNXPI
$229.6MV
$224.8MVEEV
$218.2MCOST
$213.3MMETA
$201.3MPH
$194.9MEOG
$193.1MAMT
$174.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/loring-wolcott-and-coolidge-fiduciary-advisors-llp-ma-932974
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 13F holdings — Q3 2026
$10.8B portfolio (+5.2% QoQ) · 564 holdings · Q3 2026 13F · top 10 are 50% of the stock portfolio
$960.5M
8.9% of stocks
-1%This quarter-1.0%Since filed7+ qtrsHeld$940.0M
8.7% of stocks
-0.8%This quarter+1.5%Since filed7+ qtrsHeld$756.2M
7.0% of stocks
-0.6%This quarter-1.6%Since filed7+ qtrsHeld$555.6M
5.1% of stocks
-0.8%This quarter+0.4%Since filed7+ qtrsHeld$476.3M
4.4% of stocks
-1%This quarter-1.1%Since filed7+ qtrsHeld$436.5M
4.0% of stocks
+0.5%This quarter+2.4%Since filed7+ qtrsHeld$370.3M
3.4% of stocks
-0.4%This quarter+1.1%Since filed7+ qtrsHeld$318.7M
2.9% of stocks
+0.2%This quarter-0.3%Since filed7+ qtrsHeld$306.7M
2.8% of stocks
-8%This quarter+1.6%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$281.4M
2.6% of stocks
-2%This quarter-1.0%Since filed7+ qtrsHeld
All holdings — LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA (Q3 2026)
564 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $269.5M | 2.5% | 2.04M | -0.6% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ServiceNow, Inc. | Technology | $234.2M | 2.2% | 1.75M | +0.0% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | NXP Semiconductors N.V. | Technology | $229.6M | 2.1% | 967K | +2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | VISA INC. | Financials | $224.8M | 2.1% | 626K | +3% | 7+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | VEEVA SYSTEMS INC | Technology | $218.2M | 2.0% | 764K | -4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $213.3M | 2.0% | 234K | +0.1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Meta Platforms, Inc. | Technology | $201.3M | 1.9% | 278K | +1% | 7+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Parker-Hannifin Corp | Industrials | $194.9M | 1.8% | 204K | -0.4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | EOG RESOURCES INC | Energy | $193.1M | 1.8% | 1.40M | +0.1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AMERICAN TOWER CORP /MA/ | Real Estate | $174.4M | 1.6% | 1.07M | -6% | 7+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | AUTOMATIC DATA PROCESSING INC | Technology | $154.1M | 1.4% | 597K | -0.6% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | SYNOPSYS INC | Technology | $153.9M | 1.4% | 354K | +0.7% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ABBOTT LABORATORIES | Healthcare | $151.3M | 1.4% | 1.53M | -2% | 7+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CANADIAN NATIONAL RAILWAY CO | Industrials | $148.2M | 1.4% | 1.25M | -0.4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ASML HOLDING NV | Technology | $134.1M | 1.2% | 74K | +14% | 7+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $119.5M | 1.1% | 240K | -0.2% | |||
| 27 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $96.0M | 0.9% | 1.02M | -3% | |||
| 28 | $FISV | FISERV INC | Financials | $92.5M | 0.8% | 2.05M | -11% | |||
| 29 | $ADI | ANALOG DEVICES INC | Technology | $91.5M | 0.8% | 231K | +8% | |||
| 30 | $PM | Philip Morris International Inc. | Consumer Staples | $88.4M | 0.8% | 463K | -2% | |||
| 31 | $LLY | ELI LILLY & Co | Healthcare | $87.9M | 0.8% | 76K | +27% | |||
| 32 | $PAYC | Paycom Software, Inc. | Technology | $87.1M | 0.8% | 400K | -45% | |||
| 33 | $QCOM | QUALCOMM INC/DE | Technology | $82.3M | 0.8% | 447K | -21% | |||
| 34 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $71.7M | 0.7% | 764K | -3% | |||
| 35 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $69.2M | 0.6% | 243K | -0.8% | |||
| 36 | $CSL | CARLISLE COMPANIES INC | Materials | $68.5M | 0.6% | 213K | +19% | |||
| 37 | $AVGO | Broadcom Inc. | Technology | $68.4M | 0.6% | 195K | +174% | |||
| 38 | $UNP | UNION PACIFIC CORP | Industrials | $67.6M | 0.6% | 248K | +2% | |||
| 39 | $JNJ | JOHNSON & JOHNSON | Healthcare | $66.1M | 0.6% | 250K | -1% | |||
| 40 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $60.3M | 0.6% | 415K | -0.5% | |||
| 41 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $60.3M | 0.6% | 370K | -0.6% | |||
| 42 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $60.0M | 0.6% | 115K | -2% | |||
| 43 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $58.8M | 0.5% | 688K | -2% | |||
| 44 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $56.1M | 0.5% | 138K | +236% | |||
| 45 | $GOOG | Alphabet Inc. | Technology | $55.2M | 0.5% | 162K | -4% | |||
| 46 | $WSE | Wise Group plc | Industrials | $54.3M | 0.5% | 4.77M | +9% | |||
| 47 | $WEX | WEX Inc. | Industrials | $54.1M | 0.5% | 320K | -13% | |||
| 48 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $50.0M | 0.5% | 271K | -11% | |||
| 49 | $MRK | Merck & Co., Inc. | Healthcare | $47.8M | 0.4% | 329K | -1% | |||
| 50 | $VLTO | Veralto Corp | Technology | $39.8M | 0.4% | 422K | -1% | |||
| 51 | $DKS | DICK'S SPORTING GOODS, INC. | Consumer Discretionary | $37.4M | 0.3% | 278K | +47% | |||
| 52 | $ECL | ECOLAB INC. | Materials | $33.4M | 0.3% | 122K | +4% | |||
| 53 | $ADBE | ADOBE INC. | Technology | $32.7M | 0.3% | 136K | -20% | |||
| 54 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $30.1M | 0.3% | 40K | -40% | |||
| 55 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $29.4M | 0.3% | 126K | -2% | |||
| 56 | $MCD | MCDONALDS CORP | Consumer Discretionary | $23.2M | 0.2% | 101K | -4% | |||
| 57 | $CBT | CABOT CORP | Materials | $21.9M | 0.2% | 284K | +0.2% | |||
| 58 | $AMGN | AMGEN INC | Healthcare | $20.8M | 0.2% | 49K | -1% | |||
| 59 | $PEP | PEPSICO INC | Consumer Staples | $20.3M | 0.2% | 160K | -5% | |||
| 60 | $CVX | CHEVRON CORP | Energy | $17.0M | 0.2% | 83K | +2% | |||
| 61 | $ANET | Arista Networks, Inc. | Technology | $16.8M | 0.2% | 83K | -5% | |||
| 62 | $JPM | JPMORGAN CHASE & CO | Financials | $16.1M | 0.1% | 49K | -2% | |||
| 63 | $ABBV | AbbVie Inc. | Healthcare | $15.4M | 0.1% | 59K | -4% | |||
| 64 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $13.7M | 0.1% | 85K | -62% | |||
| 65 | $MSCI | MSCI Inc. | Financials | $13.3M | 0.1% | 25K | -6% | |||
| 66 | $RTX | RTX Corp | Industrials | $12.1M | 0.1% | 65K | -7% | |||
| 67 | $NKE | NIKE, Inc. | Consumer Discretionary | $11.4M | 0.1% | 321K | -52% | |||
| 68 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $11.0M | 0.1% | 24K | +421% | |||
| 69 | $ACN | Accenture plc | Technology | $10.1M | 0.1% | 55K | -17% | |||
| 70 | $SPY | SPDR S&P 500 ETF TRUST | — | $9.9M | 0.1% | 13K | +7% | |||
| 71 | $KO | COCA COLA CO | Consumer Staples | $9.4M | 0.1% | 109K | -0.7% | |||
| 72 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $9.4M | 0.1% | 22K | +0.1% | |||
| 73 | $ALGN | ALIGN TECHNOLOGY INC | Healthcare | $8.8M | 0.1% | 61K | -6% | |||
| 74 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $8.4M | 0.1% | 33K | -3% | |||
| 75 | $GLD | SPDR GOLD TRUST | Financials | $8.1M | 0.1% | 21K | +4% | |||
| 76 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $8.0M | 0.1% | 13K | -4% | |||
| 77 | $HDB | HDFC BANK LTD | Financials | $7.7M | 0.1% | 343K | -2% | |||
| 78 | $DE | DEERE & CO | Industrials | $7.6M | 0.1% | 11K | -1% | |||
| 79 | $WMT | Walmart Inc. | Consumer Staples | $7.5M | 0.1% | 72K | -0.0% | |||
| 80 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $6.7M | 0.1% | 78K | -6% | |||
| 81 | $WSO | WATSCO INC | Consumer Discretionary | $6.7M | 0.1% | 22K | -6% | |||
| 82 | $CRM | Salesforce, Inc. | Technology | $6.6M | 0.1% | 29K | -44% | |||
| 83 | — | VANGUARD - EQUITY MUTUAL F | — | $6.4M | 0.1% | 17K | -1% | |||
| 84 | $COP | CONOCOPHILLIPS | Energy | $6.4M | 0.1% | 51K | — | |||
| 85 | — | ISHARES - EQUITY MUTUAL F | — | $6.2M | 0.1% | 8,112 | +152% | |||
| 86 | $CSCO | CISCO SYSTEMS, INC. | Technology | $5.8M | 0.1% | 54K | -3% | |||
| 87 | $APD | Air Products & Chemicals, Inc. | Materials | $5.6M | 0.1% | 20K | -0.4% | |||
| 88 | $GE | GENERAL ELECTRIC CO | Industrials | $5.4M | 0.1% | 17K | -0.8% | |||
| 89 | $CTAS | CINTAS CORP | Consumer Discretionary | $5.0M | 0.1% | 26K | -8% | |||
| 90 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $4.5M | 0.0% | 6,122 | +0.4% | |||
| 91 | $NEE | NEXTERA ENERGY INC | Utilities | $4.5M | 0.0% | 59K | +5% | |||
| 92 | $STT | STATE STREET CORP | Financials | $4.5M | 0.0% | 26K | -3% | |||
| 93 | $INTC | INTEL CORP | Technology | $4.3M | 0.0% | 36K | -6% | |||
| 94 | $TKR | TIMKEN CO | Industrials | $4.2M | 0.0% | 36K | -32% | |||
| 95 | $CB | Chubb Ltd | Financials | $4.1M | 0.0% | 12K | — | |||
| 96 | $CMI | CUMMINS INC | Industrials | $3.9M | 0.0% | 7,517 | — | |||
| 97 | $MS | MORGAN STANLEY | Financials | $3.8M | 0.0% | 20K | +0.2% | |||
| 98 | $TTD | Trade Desk, Inc. | Technology | $3.8M | 0.0% | 310K | -60% | |||
| 99 | $DIS | Walt Disney Co | Communication Services | $3.6M | 0.0% | 34K | -10% | |||
| 100 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $3.4M | 0.0% | 11K | -2% | |||
| 101 | $SPGI | S&P Global Inc. | Financials | $3.4M | 0.0% | 8,672 | -4% | |||
| 102 | — | VANGUARD - EQUITY MUTUAL F | — | $3.4M | 0.0% | 14K | — | |||
| 103 | $GLW | CORNING INC /NY | Materials | $3.0M | 0.0% | 19K | -2% | |||
| 104 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $3.0M | 0.0% | 55K | -0.7% | |||
| 105 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $3.0M | 0.0% | 14K | -3% | |||
| 106 | — | VANGUARD - EQUITY MUTUAL F | — | $3.0M | 0.0% | 4,225 | +0.8% | |||
| 107 | $HASI | HA Sustainable Infrastructure Capital, Inc. | Financials | $2.9M | 0.0% | 82K | +2% | |||
| 108 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $2.9M | 0.0% | 4,349 | +5% | |||
| 109 | $ROP | ROPER TECHNOLOGIES INC | Technology | $2.8M | 0.0% | 7,918 | -67% | |||
| 110 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $2.6M | 0.0% | 14K | -3% | |||
| 111 | $UL | UNILEVER PLC | Consumer Staples | $2.6M | 0.0% | 43K | -0.3% | |||
| 112 | $SNOW | Snowflake Inc. | Technology | $2.6M | 0.0% | 7,612 | — | |||
| 113 | $PAYX | PAYCHEX INC | Technology | $2.5M | 0.0% | 25K | -8% | |||
| 114 | $NFLX | NETFLIX INC | Communication Services | $2.4M | 0.0% | 34K | -4% | |||
| 115 | $EW | Edwards Lifesciences Corp | Healthcare | $2.4M | 0.0% | 27K | — | |||
| 116 | — | ALPHA ARCHITECT - EQUITY MUTUAL F | — | $2.4M | 0.0% | 43K | — | |||
| 117 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $2.3M | 0.0% | 14K | -3% | |||
| 118 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.3M | 0.0% | 6,462 | -2% | |||
| 119 | $VMI | VALMONT INDUSTRIES INC | Industrials | $2.3M | 0.0% | 4,930 | — | |||
| 120 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $2.2M | 0.0% | 3 | -25% | |||
| 121 | $GEV | GE Vernova Inc. | Industrials | $2.2M | 0.0% | 2,340 | — | |||
| 122 | $NXT | Nextpower Inc. | Technology | $2.1M | 0.0% | 28K | +5401% | |||
| 123 | — | ISHARES - EQUITY MUTUAL F | — | $2.1M | 0.0% | 5,998 | — | |||
| 124 | — | ISHARES - EQUITY MUTUAL F | — | $2.0M | 0.0% | 16K | -5% | |||
| 125 | $APH | AMPHENOL CORP /DE/ | Technology | $1.9M | 0.0% | 22K | +210% | |||
| 126 | — | VANGUARD - EQUITY MUTUAL F | — | $1.9M | 0.0% | 23K | +82% | |||
| 127 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.8M | 0.0% | 6,580 | +0.7% | |||
| 128 | $GNRC | GENERAC HOLDINGS INC. | Technology | $1.8M | 0.0% | 8,655 | — | |||
| 129 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $1.7M | 0.0% | 3,321 | +0.1% | |||
| 130 | $EMR | EMERSON ELECTRIC CO | Industrials | $1.7M | 0.0% | 11K | — | |||
| 131 | $AXP | AMERICAN EXPRESS CO | Financials | $1.7M | 0.0% | 5,648 | +0.2% | |||
| 132 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.7M | 0.0% | 3,353 | -15% | |||
| 133 | $NVS | NOVARTIS AG | Healthcare | $1.7M | 0.0% | 12K | -0.1% | |||
| 134 | $TDG | TransDigm Group INC | Industrials | $1.7M | 0.0% | 1,560 | -5% | |||
| 135 | $LIN | LINDE PLC | Materials | $1.7M | 0.0% | 3,502 | — | |||
| 136 | $SYY | SYSCO CORP | Consumer Discretionary | $1.6M | 0.0% | 20K | -2% | |||
| 137 | $PFE | PFIZER INC | Healthcare | $1.6M | 0.0% | 55K | -3% | |||
| 138 | — | VANGUARD - BOND MUTUAL FUN | — | $1.6M | 0.0% | 31K | — | |||
| 139 | $PANW | Palo Alto Networks Inc | Technology | $1.6M | 0.0% | 3,903 | -0.7% | |||
| 140 | $SHEL | Shell plc | Energy | $1.5M | 0.0% | 16K | -2% | |||
| 141 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.5M | 0.0% | 4,421 | — | |||
| 142 | $JKHY | JACK HENRY & ASSOCIATES INC | Technology | $1.5M | 0.0% | 10K | -10% | |||
| 143 | $BLK | BlackRock, Inc. | Financials | $1.4M | 0.0% | 1,364 | -5% | |||
| 144 | $LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | Consumer Discretionary | $1.4M | 0.0% | 46K | -1% | |||
| 145 | $KKR | KKR & Co. Inc. | Financials | $1.4M | 0.0% | 16K | — | |||
| 146 | $C | CITIGROUP INC | Financials | $1.4M | 0.0% | 11K | -2% | |||
| 147 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $1.4M | 0.0% | 826 | — | |||
| 148 | $OZK | Bank OZK | Other | $1.4M | 0.0% | 31K | — | |||
| 149 | $BIIB | BIOGEN INC. | Healthcare | $1.4M | 0.0% | 6,193 | — | |||
| 150 | — | ISHARES - EQUITY MUTUAL F | — | $1.4M | 0.0% | 5,467 | -7% |
What changed in Q3 2026
Against the previous quarter's 13F: 3 new, 66 added to, 159 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
Added to (66)
$AVGOBroadcom Inc.+174%
now $68.4M · held 7+ qtrs, 3 adds in a row
$ISRGINTUITIVE SURGICAL INC+236%
now $56.1M · held 7+ qtrs, 2 adds in a row
$LLYELI LILLY & Co+27%
now $87.9M · held 7+ qtrs, 5 adds in a row
$ASMLASML HOLDING NV+14%
now $134.1M · held 7+ qtrs, 3 adds in a row
$DKSDICK'S SPORTING GOODS, INC.+47%
now $37.4M · held 7+ qtrs, 6 adds in a row
$CSLCARLISLE COMPANIES INC+19%
now $68.5M · held 7+ qtrs, 5 adds in a row
+60 more in the Excel export
Trimmed (159)
$PAYCPaycom Software, Inc.-45%
now $87.1M · held 7+ qtrs, 5 trims in a row
now $306.7M · held 7+ qtrs, 3 trims in a row
$QCOMQUALCOMM INC/DE-21%
now $82.3M · held 7+ qtrs, 2 trims in a row
$BRBROADRIDGE FINANCIAL SOLUTIONS, INC.-62%
now $13.7M · held 7+ qtrs, 2 trims in a row
$REGNREGENERON PHARMACEUTICALS, INC.-40%
now $30.1M · held 7+ qtrs, 5 trims in a row
$NKENIKE, Inc.-52%
now $11.4M · held 7+ qtrs, 2 trims in a row
+153 more in the Excel export
Holdings by quarter
Every 13F LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP?
Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+0.1%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 8% over the last 4
Top 10 weight
50%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA disclosed 564 positions worth $10.8B in its Form 13F-HR for Q3 2026, led by $GOOGL (Alphabet Inc.) at 8.9% of the equity portfolio, followed by $MSFT and $MA. During the quarter the fund opened 3 new positions and exited 9 — including a new stake in $MBGL and a full exit from $VAL. The portfolio is most concentrated in Technology (45.9% of disclosed assets). All figures are sourced directly from LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA’s Form 13F-HR filing with the SEC under CIK 932974.
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