LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$11B

Total Positions

534

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

GOOGL9.01%

MSFT8.02%

MA6.52%

AMZN4.87%

INTU4.66%

SYK3.71%

DHR3.54%

AAPL3.32%

TMO3.05%

NVDA2.97%

Other25.92%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

APP18Q held

AppLovin Corp

Avg $74.16 · $83,639 est. P&L

Est. P&L

+835.42%

REAL9Q held

THE REALREAL INC

Avg $2.01 · $16,912 est. P&L

Est. P&L

+700.00%

MCK28Q held

McKesson Corp

Avg $128.29 · $922,032 est. P&L

Est. P&L

+544.88%

Top Losers

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

Top Holdings(Showing 25 of 533 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
GOOGL Alphabet Inc	3M	$994.8M	9.0%	—	$96.91	+223.85%	28 qtrs	Decreased 0
MSFT Microsoft Corp	1.8M	$884.9M	8.0%	—	$118.97	+309.74%	28 qtrs	Decreased 0
MA Mastercard Inc	1.4M	$719.7M	6.5%	—	$227.08	+153.90%	28 qtrs	Decreased 0
AMZN Amazon.com Inc	2.2M	$537.7M	4.9%	—	$113.95	+104.07%	28 qtrs	Decreased 0
INTU Intuit Inc	942,707	$514.2M	4.7%	—	$262.36	+154.86%	28 qtrs	Increased 58
SYK Stryker Corp	1.2M	$409.1M	3.7%	—	$184.95	+90.99%	28 qtrs	Decreased 0
DHR Danaher Corp	1.7M	$391.1M	3.5%	—	$114.15	+102.08%	28 qtrs	Decreased 0
AAPL Apple Inc	1.4M	$366.2M	3.3%	—	$94.39	+189.03%	28 qtrs	Decreased 0
TMO Thermo Fisher Scientific Inc	539,623	$336.7M	3.1%	—	$408.38	+42.87%	28 qtrs	Decreased 0
NVDA NVIDIA Corp	1.7M	$328.1M	3.0%	—	$119.87	+56.45%	28 qtrs	Decreased 0
TJX TJX Cos Inc/The	2.2M	$320.1M	2.9%	—	$48.47	+219.58%	28 qtrs	Decreased 0
COST Costco Wholesale Corp	243,719	$236.5M	2.1%	—	$365.89	+136.26%	28 qtrs	Increased 53
AMT AMERICAN TOWER CORP	1.3M	$232.1M	2.1%	—	$165.11	+7.03%	28 qtrs	Decreased 0
NXPI NXP Semiconductors NV	966,999	$221.8M	2.0%	—	$91.05	+141.59%	28 qtrs	Decreased 0
NOW ServiceNow Inc	1.6M	$209.5M	1.9%	—	$144.32	+6.87%	28 qtrs	Increased 78
PH Parker-Hannifin Corp	207,104	$191.8M	1.7%	—	$373.73	+137.38%	28 qtrs	Decreased 0
V Visa Inc	585,001	$190.3M	1.7%	—	$158.28	+122.96%	28 qtrs	Increased 49
ABT Abbott Laboratories	1.6M	$178.3M	1.6%	—	$71.33	+75.44%	28 qtrs	Decreased 0
FISV Fiserv Inc	2.6M	$174.5M	1.6%	—	$93.14	-27.48%	28 qtrs	Decreased 0
META Meta Platforms Inc	253,690	$170.7M	1.5%	—	$250.54	+165.81%	28 qtrs	Increased 55
ADP Automatic Data Processing Inc	622,799	$158.5M	1.4%	—	$138.45	+87.45%	28 qtrs	Decreased 0
EOG EOG Resources Inc	1.4M	$151.9M	1.4%	—	$70.53	+48.40%	28 qtrs	Decreased 0
SNPS Synopsys Inc	294,462	$148M	1.3%	—	$511.94	-7.32%	28 qtrs	Decreased 0
VEEV Veeva Systems Inc	665,439	$145M	1.3%	—	$209.29	+7.33%	28 qtrs	Increased 49
CNI CANADIAN NATL RY CO	1.3M	$131.2M	1.2%	—	$79.82	+24.42%	28 qtrs	Decreased 0
Showing 25 of 533 results.PROUpgrade to see all →

Accumulation Streaks

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

Security

VEEVVeeva Systems Inc

Q1 2024 → Q4 2025+479,384 shares+$106.4M

SCCOSouthern Copper Corp

Q2 2024 → Q4 2025+21 shares+$37,396

DKSDick's Sporting Goods Inc

Q2 2024 → Q4 2025+155,516 shares+$32M

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