LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q3 2025
Top Holdings527 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.9M | $964M | 8.5% | $118.97 | +331.72% | 27 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.4M | $795.3M | 7.0% | $227.08 | +149.49% | 27 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 3M | $762.5M | 6.7% | $96.92 | +151.64% | 27 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 927,420 | $628.5M | 5.5% | $255.67 | +170.73% | 27 qtrssince 2019-Q1 | Increased 61 |
AMAZON.COM INC | 2.2M | $486.7M | 4.3% | $114.10 | +94.72% | 27 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORP | 1.2M | $443.6M | 3.9% | $184.95 | +99.04% | 27 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 1.7M | $371.6M | 3.3% | $114.15 | +62.77% | 27 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.4M | $370.9M | 3.3% | $95.47 | +165.72% | 27 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 2.9M | $362.1M | 3.2% | $93.13 | +40.08% | 27 qtrssince 2019-Q1 | Increased 59 |
NVIDIA CORP | 1.8M | $321.6M | 2.8% | $119.89 | +51.67% | 27 qtrssince 2019-Q1 | Increased 55 |
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% | $408.40 | +13.05% | 27 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 313,215 | $294.2M | 2.6% | $103.93 | +81.06% | 27 qtrssince 2019-Q1 | Increased 55 |
AMERICAN TOWER CORP | 1.4M | $262.2M | 2.3% | $165.12 | +15.66% | 27 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 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% | $91.05 | +147.22% | 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-CLASS A SHARES | 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% | $194.85 | +11.71% | 27 qtrssince 2019-Q1 | Decreased 0 |
VEEVA SYSTEMS INC-CLASS A | 642,602 | $187.3M | 1.6% | $208.75 | +40.36% | 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 Rating: 3/5.0.
Active quarter - 43 new positions, 34 exits, 78 increased. Top move: INTU (INCREASED, conviction 61). Portfolio: $11.4B across 527 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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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