LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q1 2025
Top Holdings560 positions
MASTERCARD INCORPORATED | 1.4M | $767.1M | 7.5% | $226.31 | +140.00% | 25 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.9M | $714.2M | 6.9% | $118.31 | +213.61% | 25 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 2.8M | $602.8M | 5.9% | $90.55 | +143.88% | 25 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 934,488 | $557M | 5.4% | $252.14 | +140.06% | 25 qtrssince 2019-Q1 | Increased 61 |
ALPHABET INC | 3.1M | $475.8M | 4.6% | $64.73 | +137.79% | 25 qtrssince 2019-Q1 | Increased 57 |
STRYKER CORPORATION | 1.2M | $419.4M | 4.1% | $183.46 | +99.79% | 25 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 2.2M | $397.4M | 3.9% | $109.43 | +73.87% | 25 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP DEL | 1.7M | $328.1M | 3.2% | $113.37 | +78.90% | 25 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.5M | $304M | 3.0% | $45.42 | +386.04% | 25 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 1.4M | $294.3M | 2.9% | $164.84 | +26.33% | 25 qtrssince 2019-Q1 | Decreased 0 |
TJX COS INC NEW | 2.3M | $288.6M | 2.8% | $48.17 | +148.23% | 25 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 303,594 | $246.7M | 2.4% | $100.90 | +57.81% | 25 qtrssince 2019-Q1 | Increased 53 |
COSTCO WHOLESALE CORPORATION | 244,202 | $238.3M | 2.3% | $360.34 | +160.25% | 25 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 523,480 | $226M | 2.2% | $407.07 | +21.58% | 25 qtrssince 2019-Q1 | Increased 52 |
ABBOTT LABORATORIES | 1.7M | $220.6M | 2.1% | $69.94 | +82.58% | 25 qtrssince 2019-Q1 | Decreased 0 |
PAYCOM SOFTWARE INC | 963,303 | $211.2M | 2.1% | $193.64 | +11.43% | 25 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 586,580 | $206.5M | 2.0% | $323.24 | +18.65% | 25 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 569,673 | $190.5M | 1.9% | $149.14 | +132.33% | 25 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING IN | 640,477 | $188M | 1.8% | $135.45 | +116.99% | 25 qtrssince 2019-Q1 | Decreased 0 |
NXP SEMICONDUCTORS N V | 966,132 | $174.7M | 1.7% | $89.15 | +107.56% | 25 qtrssince 2019-Q1 | Increased 48 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $10.3B across 560 positions as of Q1 2025. Top holdings: MA (7.5%), MSFT (6.9%), FISV (5.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 27 new positions, 27 exits, 59 increased. Top move: INTU (INCREASED, conviction 61). Portfolio: $10.3B across 560 positions.
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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