LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q1 2025
Top Holdings560 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MASTERCARD INC - A | 1.4M | $767.1M | 7.5% | $227.08 | +136.71% | 25 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.9M | $714.2M | 6.9% | $118.97 | +216.69% | 25 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 2.8M | $602.8M | 5.9% | $90.64 | +138.44% | 25 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 934,488 | $557M | 5.4% | $253.90 | +134.29% | 25 qtrssince 2019-Q1 | Increased 61 |
ALPHABET INC-CL A | 3.1M | $475.8M | 4.6% | $96.92 | +58.79% | 25 qtrssince 2019-Q1 | Increased 57 |
STRYKER CORP | 1.2M | $419.4M | 4.1% | $184.95 | +95.27% | 25 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.2M | $397.4M | 3.9% | $113.38 | +69.98% | 25 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 1.7M | $328.1M | 3.2% | $114.04 | +79.65% | 25 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.5M | $304M | 3.0% | $95.47 | +131.24% | 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 COMPANIES INC | 2.3M | $288.6M | 2.8% | $48.17 | +148.23% | 25 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 303,594 | $246.7M | 2.4% | $100.59 | +58.61% | 25 qtrssince 2019-Q1 | Increased 53 |
COSTCO WHOLESALE CORP | 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% | $408.43 | +22.13% | 25 qtrssince 2019-Q1 | Increased 52 |
ABBOTT LABORATORIES | 1.7M | $220.6M | 2.1% | $70.37 | +82.58% | 25 qtrssince 2019-Q1 | Decreased 0 |
PAYCOM SOFTWARE INC | 963,303 | $211.2M | 2.1% | $194.85 | +11.66% | 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-CLASS A SHARES | 569,673 | $190.5M | 1.9% | $149.14 | +132.33% | 25 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 640,477 | $188M | 1.8% | $138.45 | +113.71% | 25 qtrssince 2019-Q1 | Decreased 0 |
NXP SEMICONDUCTORS NV | 966,132 | $174.7M | 1.7% | $90.30 | +107.53% | 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 Rating: 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.
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