LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q3 2025
Top Holdings527 positions
Microsoft Corp. | 1.9M | $964M | 8.5% | $118.31 | +334.21% | 27 qtrssince 2019-Q1 | Decreased 0 |
MasterCard Incorporated | 1.4M | $795.3M | 7.0% | $226.31 | +149.79% | 27 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 3M | $762.5M | 6.7% | $64.73 | +274.61% | 27 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 927,420 | $628.5M | 5.5% | $253.85 | +166.04% | 27 qtrssince 2019-Q1 | Increased 61 |
Amazon.com, Inc. | 2.2M | $486.7M | 4.3% | $110.15 | +99.34% | 27 qtrssince 2019-Q1 | Decreased 0 |
Stryker Corporation | 1.2M | $443.6M | 3.9% | $183.46 | +99.29% | 27 qtrssince 2019-Q1 | Decreased 0 |
Danaher Corporation | 1.7M | $371.6M | 3.3% | $113.47 | +73.44% | 27 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 1.4M | $370.9M | 3.3% | $45.42 | +458.52% | 27 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 2.9M | $362.1M | 3.2% | $92.98 | +38.66% | 27 qtrssince 2019-Q1 | Increased 59 |
NVIDIA Corp. | 1.8M | $321.6M | 2.8% | $52.69 | +253.26% | 27 qtrssince 2019-Q1 | Increased 55 |
The TJX Companies Inc. | 2.2M | $316.4M | 2.8% | $48.17 | +196.47% | 27 qtrssince 2019-Q1 | Decreased 0 |
Thermo Fisher Scientific Inc | 542,687 | $310.4M | 2.7% | $406.94 | +18.77% | 27 qtrssince 2019-Q1 | Decreased 0 |
Servicenow Inc | 313,215 | $294.2M | 2.6% | $104.07 | +76.86% | 27 qtrssince 2019-Q1 | Increased 55 |
American Tower Corporation | 1.4M | $262.2M | 2.3% | $165.12 | +15.66% | 27 qtrssince 2019-Q1 | Decreased 0 |
Costco Wholesale Corporation | 241,596 | $227.6M | 2.0% | $362.49 | +153.87% | 27 qtrssince 2019-Q1 | Increased 48 |
NXP Semiconductors NV | 971,909 | $214.5M | 1.9% | $89.90 | +148.91% | 27 qtrssince 2019-Q1 | Increased 48 |
Abbott Laboratories | 1.7M | $211M | 1.9% | $70.37 | +86.04% | 27 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 574,043 | $198.6M | 1.7% | $153.95 | +119.98% | 27 qtrssince 2019-Q1 | Increased 49 |
PAYCOM SOFTWARE INC | 949,410 | $190.1M | 1.7% | $193.64 | +6.48% | 27 qtrssince 2019-Q1 | Decreased 0 |
VEEVA SYS INC | 642,602 | $187.3M | 1.6% | $208.92 | +42.59% | 27 qtrssince 2019-Q1 | Increased 51 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $11.4B across 527 positions as of Q3 2025. Top holdings: MSFT (8.5%), MA (7.0%), GOOGL (6.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 44 new positions, 35 exits, 78 increased. Top move: INTU (INCREASED, conviction 61). Portfolio: $11.4B across 527 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
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