LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MALORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings560 positions

Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

ALPHABET INC

2.9M$916.3M9.2%$96.91+268.57%
29 qtrssince 2019-Q1
Decreased
0

MASTERCARD INCORPORATED

1.4M$687.7M6.9%$227.08+131.96%
29 qtrssince 2019-Q1
Decreased
0

MICROSOFT CORP

1.8M$683.4M6.8%$119.20+223.08%
29 qtrssince 2019-Q1
Increased
61

AMAZON COM INC

2.2M$535.1M5.4%$115.93+111.62%
29 qtrssince 2019-Q1
Increased
62

STRYKER CORPORATION

1.1M$389.6M3.9%$184.95+78.31%
29 qtrssince 2019-Q1
Decreased
0

APPLE INC

1.4M$372.1M3.7%$95.65+229.66%
29 qtrssince 2019-Q1
Increased
57

INTUIT

1M$355.8M3.6%$274.37+0.21%
29 qtrssince 2019-Q1
Increased
61

NVIDIA CORPORATION

1.8M$342.7M3.4%$122.41+72.34%
29 qtrssince 2019-Q1
Increased
59

TJX COS INC NEW

2.1M$341M3.4%$48.47+212.21%
29 qtrssince 2019-Q1
Decreased
0

DANAHER CORP DEL

1.7M$314.7M3.2%$114.18+74.33%
29 qtrssince 2019-Q1
Increased
57

THERMO FISHER SCIENTIFIC INC

531,221$263.5M2.6%$408.38+29.06%
29 qtrssince 2019-Q1
Decreased
0

COSTCO WHOLESALE CORPORATION

238,385$238M2.4%$365.89+150.42%
29 qtrssince 2019-Q1
Decreased
0
AMTAMT
REIT

AMERICAN TOWER CORP

1.2M$218.1M2.2%$165.11+2.11%
29 qtrssince 2019-Q1
Decreased
0

PARKER-HANNIFIN CORP

204,952$201.7M2.0%$373.73+157.21%
29 qtrssince 2019-Q1
Decreased
0

NXP SEMICONDUCTORS N V

967,587$197.7M2.0%$91.13+220.71%
29 qtrssince 2019-Q1
Increased
48

EOG RES INC

1.4M$189.3M1.9%$70.53+90.14%
29 qtrssince 2019-Q1
Decreased
0

VISA INC

594,986$181.1M1.8%$161.00+116.75%
29 qtrssince 2019-Q1
Increased
49

META PLATFORMS INC

264,570$166.6M1.7%$267.17+150.48%
29 qtrssince 2019-Q1
Increased
50

ABBOTT LABORATORIES

1.6M$161.9M1.6%$71.33+31.68%
29 qtrssince 2019-Q1
Decreased
0

CANADIAN NATL RY CO

1.3M$140M1.4%$79.82+55.85%
29 qtrssince 2019-Q1
Decreased
0
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$10B
AUM
560
Positions
Q1 2026
Filing
Rating · 3.0
Quarterly Portfolio Change
+4%Q4'24$11.6B-12%Q1'25$10.3B+10%Q2'25$11.3B+1%Q3'25$11.4B-3%Q4'25$11B-10%Q1'26$10B
Activity profile
$ moved · Q1'26
New0%Increased49%Decreased51%Exited0%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 5.5 years
<1Q3%1-4Q6%1-2Y4%2Y+88%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $10B across 560 positions as of Q1 2026. Top holdings: GOOGL (9.2%), MA (6.9%), MSFT (6.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.

Q1 2026 Summary

Active quarter - 44 new positions, 18 exits, 85 increased. Top move: AMZN (INCREASED, conviction 62). Portfolio: $10.0B across 560 positions.

Top holdings by portfolio weight

Total AUM$10B
GOOGL9.18%
MA6.89%
MSFT6.85%
AMZN5.36%
SYK3.90%
AAPL3.73%
INTU3.57%
NVDA3.43%
TJX3.42%
DHR3.15%
Other2.64%

Portfolio allocation by GICS sector

Sectors11
Technology29.40%
Healthcare15.78%
Consumer Cyclical13.34%
Communication Services11.74%
Financial Services10.72%
Industrials5.95%
Consumer Defensive5.41%
Energy2.75%
Real Estate2.23%
Unknown2.10%
Other0.58%

Behavioral investing profile

7-dimension quality assessment
Solid(3.0 / 5.0)
Track Record64
Conviction36
Concentration74
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

Security
7Q
DKSDICKS SPORTING GOODS INC
Q3 2024 Q1 2026+178,348 shares+$37.8M
7Q
VEEVVEEVA SYS INC
Q3 2024 Q1 2026+366,335 shares+$42.3M
6Q
LLYELI LILLY & CO
Q4 2024 Q1 2026+31,993 shares+$30.4M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

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