LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q2 2025
Top Holdings518 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.9M | $936.6M | 8.3% | $118.97 | +315.38% | 26 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.4M | $790.4M | 7.0% | $227.08 | +141.34% | 26 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 923,694 | $727.5M | 6.4% | $253.90 | +204.32% | 26 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 3M | $537.4M | 4.7% | $96.92 | +83.91% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.2M | $485.9M | 4.3% | $114.10 | +95.71% | 26 qtrssince 2019-Q1 | Increased 58 |
FISERV INC | 2.8M | $484.8M | 4.3% | $91.68 | +87.98% | 26 qtrssince 2019-Q1 | Increased 58 |
STRYKER CORP | 1.2M | $461.3M | 4.1% | $184.95 | +111.32% | 26 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 1.7M | $330.6M | 2.9% | $114.15 | +73.62% | 26 qtrssince 2019-Q1 | Increased 53 |
SERVICENOW INC | 301,284 | $309.7M | 2.7% | $100.59 | +103.27% | 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% | $95.47 | +113.87% | 26 qtrssince 2019-Q1 | Decreased 0 |
TJX COMPANIES INC | 2.3M | $279.3M | 2.5% | $48.17 | +152.49% | 26 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 1.7M | $269.7M | 2.4% | $117.77 | +33.93% | 26 qtrssince 2019-Q1 | Increased 58 |
COSTCO WHOLESALE CORP | 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% | $194.85 | +16.16% | 26 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 545,537 | $221.2M | 2.0% | $408.40 | -0.19% | 26 qtrssince 2019-Q1 | Increased 50 |
NXP SEMICONDUCTORS NV | 970,910 | $212.1M | 1.9% | $90.92 | +136.57% | 26 qtrssince 2019-Q1 | Increased 48 |
VISA INC-CLASS A SHARES | 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 Rating: 3.5/5.0.
Active quarter - 12 new positions, 54 exits, 39 increased. Top move: AMZN (INCREASED, conviction 58). Portfolio: $11.3B across 518 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