LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q2 2025
Top Holdings518 positions
MICROSOFT CORP | 1.9M | $936.6M | 8.3% | $118.31 | +316.31% | 26 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INCORPORATED | 1.4M | $790.4M | 7.0% | $226.31 | +146.44% | 26 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 923,694 | $727.5M | 6.4% | $252.14 | +208.48% | 26 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 3M | $537.4M | 4.7% | $64.73 | +171.32% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 2.2M | $485.9M | 4.3% | $110.15 | +99.17% | 26 qtrssince 2019-Q1 | Increased 58 |
FISERV INC | 2.8M | $484.8M | 4.3% | $91.58 | +88.25% | 26 qtrssince 2019-Q1 | Increased 58 |
STRYKER CORPORATION | 1.2M | $461.3M | 4.1% | $183.46 | +112.80% | 26 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP DEL | 1.7M | $330.6M | 2.9% | $113.47 | +72.51% | 26 qtrssince 2019-Q1 | Increased 53 |
SERVICENOW INC | 301,284 | $309.7M | 2.7% | $100.90 | +103.78% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 1.4M | $307.8M | 2.7% | $165.12 | +29.48% | 26 qtrssince 2019-Q1 | Increased 53 |
APPLE INC | 1.5M | $300.3M | 2.7% | $45.42 | +349.52% | 26 qtrssince 2019-Q1 | Decreased 0 |
TJX COS INC NEW | 2.3M | $279.3M | 2.5% | $48.17 | +152.49% | 26 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 1.7M | $269.7M | 2.4% | $48.13 | +227.47% | 26 qtrssince 2019-Q1 | Increased 58 |
COSTCO WHOLESALE CORPORATION | 240,667 | $238.2M | 2.1% | $360.34 | +172.75% | 26 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 1.7M | $229.1M | 2.0% | $70.37 | +88.07% | 26 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 584,090 | $226M | 2.0% | $323.24 | +19.69% | 26 qtrssince 2019-Q1 | Decreased 0 |
PAYCOM SOFTWARE INC | 960,735 | $222.3M | 2.0% | $193.64 | +18.19% | 26 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 545,537 | $221.2M | 2.0% | $406.94 | -0.80% | 26 qtrssince 2019-Q1 | Increased 50 |
NXP SEMICONDUCTORS N V | 970,910 | $212.1M | 1.9% | $89.77 | +138.08% | 26 qtrssince 2019-Q1 | Increased 48 |
VISA INC | 559,462 | $198.6M | 1.8% | $149.14 | +135.76% | 26 qtrssince 2019-Q1 | Decreased 0 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $11.3B across 518 positions as of Q2 2025. Top holdings: MSFT (8.3%), MA (7.0%), INTU (6.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 12 new positions, 54 exits, 39 increased. Top move: AMZN (INCREASED, conviction 58). Portfolio: $11.3B across 518 positions.
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Portfolio allocation by GICS sector
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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
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