LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q2 2026
Top Holdings565 positions
ALPHABET INC | 2.8M | $1B | 9.8% | $64.73 | +439.54% | 30 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INCORPORATED | 1.4M | $708.6M | 6.9% | $226.42 | +172.20% | 30 qtrssince 2019-Q1 | Increased 61 |
MICROSOFT CORP | 1.8M | $689.2M | 6.7% | $119.16 | +352.69% | 30 qtrssince 2019-Q1 | Increased 61 |
AMAZON COM INC | 2.2M | $535.9M | 5.2% | $112.40 | +126.65% | 30 qtrssince 2019-Q1 | Increased 61 |
APPLE INC | 1.4M | $418.4M | 4.1% | $49.91 | +585.29% | 30 qtrssince 2019-Q1 | Increased 58 |
NVIDIA CORPORATION | 1.9M | $380.6M | 3.7% | $64.15 | +238.60% | 30 qtrssince 2019-Q1 | Increased 60 |
STRYKER CORPORATION | 1.2M | $363.6M | 3.5% | $184.18 | +59.21% | 30 qtrssince 2019-Q1 | Increased 57 |
DANAHER CORP DEL | 1.7M | $319.5M | 3.1% | $114.31 | +102.52% | 30 qtrssince 2019-Q1 | Increased 57 |
TJX COS INC NEW | 2.1M | $310.6M | 3.0% | $48.17 | +200.17% | 30 qtrssince 2019-Q1 | Decreased 0 |
Intuit Inc | 1M | $271.5M | 2.6% | $271.91 | +21.42% | 30 qtrssince 2019-Q1 | Increased 54 |
NXP SEMICONDUCTORS N V | 952,055 | $267.6M | 2.6% | $89.97 | +156.86% | 30 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 491,482 | $246.4M | 2.4% | $406.94 | +71.16% | 30 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 233,991 | $218.9M | 2.1% | $366.81 | +166.62% | 30 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 606,481 | $208.1M | 2.0% | $163.46 | +144.55% | 30 qtrssince 2019-Q1 | Increased 53 |
PARKER-HANNIFIN CORP | 204,898 | $200.4M | 1.9% | $373.55 | +157.46% | 30 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 1.1M | $185.1M | 1.8% | $165.12 | +9.83% | 30 qtrssince 2019-Q1 | Decreased 0 |
EOG RES INC | 1.4M | $181.8M | 1.8% | $70.11 | +117.70% | 30 qtrssince 2019-Q1 | Increased 48 |
SERVICENOW INC | 1.7M | $173.4M | 1.7% | $104.59 | +42.05% | 30 qtrssince 2019-Q1 | Increased 50 |
SYNOPSYS INC | 351,492 | $156.8M | 1.5% | $498.08 | -6.02% | 30 qtrssince 2019-Q1 | Increased 52 |
META PLATFORMS INC | 274,239 | $154.5M | 1.5% | $273.33 | +169.53% | 30 qtrssince 2019-Q1 | Increased 50 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $10.3B across 565 positions as of Q2 2026. Top holdings: GOOGL (9.8%), MA (6.9%), MSFT (6.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 34 new positions, 29 exits, 100 increased. Top move: MA (INCREASED, conviction 61). Portfolio: $10.3B across 565 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR