Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $11B across 534 positions as of Q4 2025. Top holdings: GOOGL (9.0%), MSFT (8.0%), MA (6.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 37 new positions, 28 exits, 73 increased. Top move: INTU (INCREASED, conviction 58). Portfolio: $11.0B across 534 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile