LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
13F Reported Value
ⓘ$10.3B
Holdings
565
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA disclosed 565 positions worth $10.3B in its Form 13F-HR for Q2 2026, led by $GOOG (Alphabet Inc.) at 9.8% of the equity portfolio, followed by $MA and $MSFT. During the quarter the fund opened 31 new positions and exited 26 — including a new stake in $WSE and a full exit from $RNR. The portfolio is most concentrated in Technology (47.8% 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.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 78.2#57
Quality
$1.0B2,820,758 sh - 85.1#6
Quality
$708.6M1,379,579 sh - 79.8#31
Quality
$689.2M1,847,490 sh - 68.7
Quality
$535.9M2,248,322 sh - 76.4
Quality
$418.4M1,446,076 sh - 85.9
Quality
$380.6M1,901,921 sh - 72.1
Quality
$363.6M1,154,957 sh - 64.8
Quality
$319.5M1,677,392 sh - 68.7
Quality
$310.6M2,050,213 sh - 79.3
Quality
$271.5M1,040,089 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOG | 78.2#57 | $1.0B | 2,820,758 |
 Mastercard Inc$MA | 85.1#6 | $708.6M | 1,379,579 |
 MICROSOFT CORP$MSFT | 79.8#31 | $689.2M | 1,847,490 |
 AMAZON COM INC$AMZN | 68.7 | $535.9M | 2,248,322 |
 Apple Inc.$AAPL | 76.4 | $418.4M | 1,446,076 |
 NVIDIA CORP$NVDA | 85.9 | $380.6M | 1,901,921 |
 STRYKER CORP$SYK | 72.1 | $363.6M | 1,154,957 |
 DANAHER CORP /DE/$DHR | 64.8 | $319.5M | 1,677,392 |
 TJX COMPANIES INC /DE/$TJX | 68.7 | $310.6M | 2,050,213 |
 INTUIT INC.$INTU | 79.3 | $271.5M | 1,040,089 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's 565 positions.
Showing top 10 of 565 holdings.
Sector Allocation
Technology
$4.9B
Consumer Discretionary
$1.5B
Financials
$1.1B
Industrials
$881.1M
Healthcare
$868.2M
Consumer Staples
$296.5M
Energy
$260.5M
Real Estate
$188.3M
Top Holdings — LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA (Q2 2026)
Top 150 of 565 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOG | Alphabet Inc. | $1.0B | 9.8% | -2% | 78.2 |
| 2 | $MA | Mastercard Inc | $708.6M | 6.9% | +0% | 85.1 |
| 3 | $MSFT | MICROSOFT CORP | $689.2M | 6.7% | +0% | 79.8 |
| 4 | $AMZN | AMAZON COM INC | $535.9M | 5.2% | +0% | 68.7 |
| 5 | $AAPL | Apple Inc. | $418.4M | 4.1% | +1% | 76.4 |
| 6 | $NVDA | NVIDIA CORP | $380.6M | 3.7% | +5% | 85.9 |
| 7 | $SYK | STRYKER CORP | $363.6M | 3.5% | +1% | 72.1 |
| 8 | $DHR | DANAHER CORP /DE/ | $319.5M | 3.1% | +1% | 64.8 |
| 9 | $TJX | TJX COMPANIES INC /DE/ | $310.6M | 3.0% | -3% | 68.7 |
| 10 | $INTU | INTUIT INC. | $271.5M | 2.6% | +3% | 79.3 |
| 11 |  $NXPI | NXP Semiconductors N.V. | $267.6M | 2.6% | -2% | — |
| 12 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $246.4M | 2.4% | -7% | 65.1 |
| 13 |  $COST | COSTCO WHOLESALE CORP /NEW | $218.9M | 2.1% | -2% | 66.2 |
| 14 |  $V | VISA INC. | $208.1M | 2.0% | +2% | 82.9 |
| 15 |  $PH | Parker-Hannifin Corp | $200.4M | 1.9% | -0% | 65.8 |
| 16 |  $AMT | AMERICAN TOWER CORP /MA/ | $185.1M | 1.8% | -7% | 66.3 |
| 17 |  $EOG | EOG RESOURCES INC | $181.8M | 1.8% | +1% | 71.9 |
| 18 |  $NOW | ServiceNow, Inc. | $173.4M | 1.7% | +4% | 72.9 |
| 19 |  $SNPS | SYNOPSYS INC | $156.8M | 1.5% | +9% | 67.9 |
| 20 |  $META | Meta Platforms, Inc. | $154.5M | 1.5% | +4% | 79.6 |
| 21 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $149.2M | 1.4% | -2% | — |
| 22 |  $ABT | ABBOTT LABORATORIES | $142.1M | 1.4% | -3% | 65.5 |
| 23 |  $VEEV | VEEVA SYSTEMS INC | $140.8M | 1.4% | +8% | 77.6 |
| 24 |  $ADP | AUTOMATIC DATA PROCESSING INC | $134.6M | 1.3% | -1% | 69.8 |
| 25 |  $ASML | ASML HOLDING NV | $129.2M | 1.3% | +20% | — |
| 26 |  $BRK.B | BERKSHIRE HATHAWAY INC | $120.3M | 1.2% | +3% | 73.8 |
| 27 |  $FISV | FISERV INC | $112.9M | 1.1% | -8% | 60.7 |
| 28 |  $QCOM | QUALCOMM INC/DE | $105.0M | 1.0% | -14% | 70.5 |
| 29 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $101.7M | 1.0% | -4% | 58.1 |
| 30 |  $PAYC | Paycom Software, Inc. | $91.3M | 0.9% | -6% | 65.8 |
| 31 |  $HD | HOME DEPOT, INC. | $86.5M | 0.8% | -0% | 60.3 |
| 32 |  $PM | Philip Morris International Inc. | $85.6M | 0.8% | -0% | 75.9 |
| 33 |  $ADI | ANALOG DEVICES INC | $84.9M | 0.8% | +6% | 79.2 |
| 34 |  $SBUX | STARBUCKS CORP | $80.6M | 0.8% | -7% | 58.2 |
| 35 |  $LLY | ELI LILLY & Co | $71.7M | 0.7% | +53% | 87.5 |
| 36 |  $LOW | LOWES COMPANIES INC | $67.5M | 0.7% | -2% | 60.8 |
| 37 |  $UNP | UNION PACIFIC CORP | $66.1M | 0.6% | +7% | 69.7 |
| 38 |  $CSL | CARLISLE COMPANIES INC | $64.7M | 0.6% | +35% | 59.4 |
| 39 |  $ORLY | O REILLY AUTOMOTIVE INC | $64.6M | 0.6% | -3% | 67.4 |
| 40 |  $JNJ | JOHNSON & JOHNSON | $64.2M | 0.6% | -1% | 69 |
| 41 |  $IDXX | IDEXX LABORATORIES INC /DE | $61.7M | 0.6% | -4% | 73.8 |
| 42 |  $PG | PROCTER & GAMBLE Co | $61.2M | 0.6% | +1% | 64.6 |
| 43 |  $GOOGL | Alphabet Inc. | $59.6M | 0.6% | -6% | 78.2 |
| 44 |  $WSE | Wise Group plc | $52.1M | 0.5% | NEW | — |
| 45 |  $WEX | WEX Inc. | $51.8M | 0.5% | -2% | 48.9 |
| 46 |  $XOM.R34088 | EXXON MOBIL CORP | $50.9M | 0.5% | +1% | 57.9 |
| 47 |  $DKS | DICK'S SPORTING GOODS, INC. | $43.0M | 0.4% | +4% | 63 |
| 48 |  $MRK | Merck & Co., Inc. | $42.8M | 0.4% | -1% | 59.9 |
| 49 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $41.1M | 0.4% | -9% | 71 |
| 50 |  $VLTO | Veralto Corp | $37.8M | 0.4% | -1% | 65.5 |
| 51 |  $ADBE | ADOBE INC. | $34.8M | 0.3% | -38% | 77.6 |
| 52 |  $ECL | ECOLAB INC. | $32.5M | 0.3% | +93% | 63.3 |
| 53 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $30.2M | 0.3% | -13% | 66.5 |
| 54 |  $MCD | MCDONALDS CORP | $28.4M | 0.3% | -1% | 69 |
| 55 |  $NKE | NIKE, Inc. | $27.7M | 0.3% | -6% | 49.3 |
| 56 |  $ROST | ROSS STORES, INC. | $27.3M | 0.3% | -2% | 70.4 |
| 57 |  $AVGO | Broadcom Inc. | $26.9M | 0.3% | +133% | 84.5 |
| 58 |  $CBT | CABOT CORP | $25.8M | 0.3% | -1% | 50 |
| 59 |  $PEP | PEPSICO INC | $22.8M | 0.2% | -0% | 63.4 |
| 60 |  $AMGN | AMGEN INC | $18.1M | 0.2% | -1% | 79.2 |
| 61 |  $ISRG | INTUITIVE SURGICAL INC | $16.3M | 0.2% | +491% | 79.9 |
| 62 |  $JPM | JPMORGAN CHASE & CO | $16.2M | 0.2% | +9% | 70.7 |
| 63 |  $ABBV | AbbVie Inc. | $15.5M | 0.1% | -2% | 72.6 |
| 64 |  $ANET | Arista Networks, Inc. | $14.9M | 0.1% | +0% | 81.9 |
| 65 |  $MSCI | MSCI Inc. | $14.6M | 0.1% | -16% | 75.7 |
| 66 |  $TTD | Trade Desk, Inc. | $14.0M | 0.1% | -16% | 72.4 |
| 67 |  $CVX | CHEVRON CORP | $13.6M | 0.1% | +21% | 62.8 |
| 68 |  $RTX | RTX Corp | $13.3M | 0.1% | -0% | 73.2 |
| 69 |  $ALGN | ALIGN TECHNOLOGY INC | $10.8M | 0.1% | -16% | 58.9 |
| 70 |  $ROK | ROCKWELL AUTOMATION, INC | $10.7M | 0.1% | +1% | 63.6 |
| 71 |  $WSO | WATSCO INC | $9.8M | 0.1% | -20% | 51.5 |
| 72 |  $ITW | ILLINOIS TOOL WORKS INC | $9.2M | 0.1% | -6% | 63.6 |
| 73 |  $SPY | SPDR S&P 500 ETF TRUST | $9.0M | 0.1% | +1% | — |
| 74 |  $HDB | HDFC BANK LTD | $9.0M | 0.1% | -3% | — |
| 75 |  $KO | COCA COLA CO | $8.9M | 0.1% | +8% | 69.5 |
| 76 |  $ACN | Accenture plc | $8.2M | 0.1% | -28% | — |
| 77 |  $ROP | ROPER TECHNOLOGIES INC | $8.2M | 0.1% | -65% | 71.9 |
| 78 |  $WMT | Walmart Inc. | $8.2M | 0.1% | +4% | 60.2 |
| 79 |  $CRM | Salesforce, Inc. | $8.1M | 0.1% | -60% | 77 |
| 80 |  $AMD | ADVANCED MICRO DEVICES INC | $7.8M | 0.1% | +141% | 79.8 |
| 81 |  $CL | COLGATE PALMOLIVE CO | $7.6M | 0.1% | +2% | 61.3 |
| 82 |  $TKR | TIMKEN CO | $7.6M | 0.1% | -13% | 54.4 |
| 83 |  $GLD | SPDR GOLD TRUST | $7.5M | 0.1% | -17% | — |
| 84 |  $DE | DEERE & CO | $7.3M | 0.1% | -0% | 55.4 |
| 85 |  $CSCO | CISCO SYSTEMS, INC. | $6.6M | 0.1% | +15% | 70.3 |
| 86 |  $GE | GENERAL ELECTRIC CO | $6.5M | 0.1% | +21% | 73.8 |
| 87 | — | VANGUARD - EQUITY MUTUAL F | $6.4M | 0.1% | -5% | — |
| 88 |  $APD | Air Products & Chemicals, Inc. | $6.0M | 0.1% | +0% | 46.4 |
| 89 |  $CMI | CUMMINS INC | $5.4M | 0.1% | +0% | 58.1 |
| 90 |  $INTC | INTEL CORP | $5.3M | 0.1% | -15% | 45.6 |
| 91 |  $COP | CONOCOPHILLIPS | $5.3M | 0.1% | +1% | 70.2 |
| 92 |  $GLW | CORNING INC /NY | $5.1M | 0.1% | +4% | 73.7 |
| 93 |  $NEE | NEXTERA ENERGY INC | $5.0M | 0.1% | +3% | 64.6 |
| 94 |  $CTAS | CINTAS CORP | $4.7M | 0.1% | -2% | 68.7 |
| 95 |  $STT | STATE STREET CORP | $4.5M | 0.0% | -1% | 71.5 |
| 96 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.5M | 0.0% | +0% | — |
| 97 |  $CB | Chubb Ltd | $4.3M | 0.0% | -1% | — |
| 98 |  $MS | MORGAN STANLEY | $4.2M | 0.0% | -2% | 75.8 |
| 99 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.9M | 0.0% | +3% | 70 |
| 100 |  $SPGI | S&P Global Inc. | $3.7M | 0.0% | +0% | 76.1 |
| 101 |  $DIS | Walt Disney Co | $3.7M | 0.0% | +0% | 60.1 |
| 102 |  $NSC | NORFOLK SOUTHERN CORP | $3.6M | 0.0% | -24% | 63.2 |
| 103 | — | VANGUARD - EQUITY MUTUAL F | $3.4M | 0.0% | +0% | — |
| 104 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.2M | 0.0% | +16% | 67.6 |
| 105 |  $HASI | HA Sustainable Infrastructure Capital, Inc. | $3.1M | 0.0% | +0% | 43.5 |
| 106 |  $BRK.A | BERKSHIRE HATHAWAY INC | $3.0M | 0.0% | +0% | 73.8 |
| 107 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $2.9M | 0.0% | +1% | — |
| 108 | — | VANGUARD - EQUITY MUTUAL F | $2.9M | 0.0% | -1% | — |
| 109 |  $VMI | VALMONT INDUSTRIES INC | $2.8M | 0.0% | +0% | 60.7 |
| 110 |  $COF | CAPITAL ONE FINANCIAL CORP | $2.8M | 0.0% | +0% | 62.4 |
| 111 |  $TSLA | Tesla, Inc. | $2.8M | 0.0% | +14% | 53.9 |
| 112 |  $GEV | GE Vernova Inc. | $2.7M | 0.0% | -3% | 81.1 |
| 113 |  $PAYX | PAYCHEX INC | $2.7M | 0.0% | -3% | 74.6 |
| 114 |  $BKNG | Booking Holdings Inc. | $2.6M | 0.0% | +3% | 58.5 |
| 115 |  $UL | UNILEVER PLC | $2.6M | 0.0% | +1% | — |
| 116 |  $NFLX | NETFLIX INC | $2.6M | 0.0% | -3% | 78.8 |
| 117 |  $GNRC | GENERAC HOLDINGS INC. | $2.5M | 0.0% | +0% | 54.4 |
| 118 |  $EW | Edwards Lifesciences Corp | $2.5M | 0.0% | -8% | 69.4 |
| 119 | — | ISHARES - EQUITY MUTUAL F | $2.4M | 0.0% | +9% | — |
| 120 | — | ISHARES - EQUITY MUTUAL F | $2.4M | 0.0% | -1% | — |
| 121 |  $HON | HONEYWELL INTERNATIONAL INC | $2.3M | 0.0% | -43% | 65 |
| 122 | — | ALPHA ARCHITECT - EQUITY MUTUAL F | $2.3M | 0.0% | +0% | — |
| 123 |  $HONA | Honeywell Aerospace Inc. | $2.3M | 0.0% | NEW | — |
| 124 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.2M | 0.0% | +322% | — |
| 125 |  $TDG | TransDigm Group INC | $2.2M | 0.0% | +15% | 68 |
| 126 | — | ISHARES - EQUITY MUTUAL F | $2.1M | 0.0% | +245% | — |
| 127 |  $LMT | LOCKHEED MARTIN CORP | $2.0M | 0.0% | +0% | 65.6 |
| 128 |  $TXN | TEXAS INSTRUMENTS INC | $1.9M | 0.0% | +11% | 73.4 |
| 129 |  $SNOW | Snowflake Inc. | $1.9M | 0.0% | +3% | 54.9 |
| 130 |  $AXP | AMERICAN EXPRESS CO | $1.9M | 0.0% | +1% | 69.4 |
| 131 |  $NVS | NOVARTIS AG | $1.9M | 0.0% | +70% | — |
| 132 |  $LIN | LINDE PLC | $1.8M | 0.0% | +18% | — |
| 133 |  $SYY | SYSCO CORP | $1.7M | 0.0% | +7% | 54.7 |
| 134 |  $NVO | NOVO NORDISK A S | $1.7M | 0.0% | -66% | — |
| 135 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1.6M | 0.0% | -14% | 75.4 |
| 136 |  $OZK | Bank OZK | $1.6M | 0.0% | +0% | — |
| 137 |  $EMR | EMERSON ELECTRIC CO | $1.6M | 0.0% | +28% | 65.3 |
| 138 |  $C | CITIGROUP INC | $1.6M | 0.0% | +63% | 65 |
| 139 |  $GD | GENERAL DYNAMICS CORP | $1.6M | 0.0% | +435% | 68.7 |
| 140 | — | VANGUARD - BOND MUTUAL FUN | $1.6M | 0.0% | +0% | — |
| 141 |  $CAT | CATERPILLAR INC | $1.6M | 0.0% | -18% | 66.5 |
| 142 |  $JKHY | JACK HENRY & ASSOCIATES INC | $1.6M | 0.0% | -12% | 66.2 |
| 143 |  $GIL | Gildan Activewear Inc. | $1.6M | 0.0% | -17% | — |
| 144 |  $BX | Blackstone Inc. | $1.5M | 0.0% | +5% | 74.4 |
| 145 |  $KKR | KKR & Co. Inc. | $1.4M | 0.0% | +2% | 54.3 |
| 146 | — | ISHARES - EQUITY MUTUAL F | $1.4M | 0.0% | -19% | — |
| 147 |  $MELI | MERCADOLIBRE INC | $1.4M | 0.0% | +0% | 80.2 |
| 148 |  $MO | ALTRIA GROUP, INC. | $1.4M | 0.0% | +86% | 67.4 |
| 149 |  $BLK | BlackRock, Inc. | $1.4M | 0.0% | +245% | 70 |
| 150 |  $PFE | PFIZER INC | $1.4M | 0.0% | -7% | 62 |
New Positions (31)
$WSE Wise Group plc$52.1M$HONA Honeywell Aerospace Inc.$2.3M
$MUFG MITSUBISHI UFJ FINANCIAL GROUP INC$994,500
$HSBC HSBC HOLDINGS PLC$760,720
$IAU ISHARES GOLD TRUST$566,325
$WT WisdomTree, Inc.$406,800
$EXE EXPAND ENERGY Corp$364,760
$CWEN Clearway Energy, Inc.$323,856
$DOCU DOCUSIGN, INC.$206,775
$ELAN Elanco Animal Health Inc$130,187
$CRWD CrowdStrike Holdings, Inc.$99,209
$MOG-A MOOG INC.$84,768
$OCUL OCULAR THERAPEUTIX, INC$73,650Exited Positions (26)
$RNR RENAISSANCERE HOLDINGS LTD
$WWD Woodward, Inc.
$XPO XPO, Inc.
$SUNB Sunbelt Rentals Holdings, Inc.
$BN BROOKFIELD Corp /ON/
$WMG Warner Music Group Corp.
$PPG PPG INDUSTRIES INC
$HAS HASBRO, INC.
$RS RELIANCE, INC.
$OTEX OPEN TEXT CORP
$CBRE CBRE GROUP, INC.
$INGR Ingredion Inc
$CW CURTISS WRIGHT CORP
$DXCM DEXCOM INCBrowse Top Institutional Investors
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