LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q4 2025
Top Holdings534 positions
ALPHABET INC | 3M | $994.8M | 9.0% | $64.73 | +382.64% | 28 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.8M | $884.9M | 8.0% | $118.31 | +306.19% | 28 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INCORPORATED | 1.4M | $719.7M | 6.5% | $226.31 | +151.03% | 28 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 2.2M | $537.7M | 4.9% | $110.15 | +109.55% | 28 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 942,707 | $514.2M | 4.7% | $260.37 | +152.05% | 28 qtrssince 2019-Q1 | Increased 58 |
STRYKER CORPORATION | 1.2M | $409.1M | 3.7% | $183.46 | +89.95% | 28 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORPORATION | 1.7M | $391.1M | 3.5% | $113.47 | +100.54% | 28 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.4M | $366.2M | 3.3% | $45.42 | +496.89% | 28 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 539,623 | $336.7M | 3.1% | $406.94 | +42.00% | 28 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 1.7M | $328.1M | 3.0% | $52.69 | +253.13% | 28 qtrssince 2019-Q1 | Decreased 0 |
TJX COS INC NEW | 2.2M | $320.1M | 2.9% | $48.17 | +215.98% | 28 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHSL CORP NEW | 243,719 | $236.5M | 2.1% | $366.81 | +134.06% | 28 qtrssince 2019-Q1 | Increased 53 |
AMERICAN TOWER CORP NEW | 1.3M | $232.1M | 2.1% | $165.12 | +7.02% | 28 qtrssince 2019-Q1 | Decreased 0 |
NXP SEMICONDUCTORS N V | 966,999 | $221.8M | 2.0% | $89.90 | +138.31% | 28 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 1.6M | $209.5M | 1.9% | $104.80 | +46.17% | 28 qtrssince 2019-Q1 | Increased 78 |
PARKER-HANNIFIN CORP | 207,104 | $191.8M | 1.7% | $373.55 | +133.86% | 28 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 585,001 | $190.3M | 1.7% | $157.60 | +121.21% | 28 qtrssince 2019-Q1 | Increased 49 |
ABBOTT LABS | 1.6M | $178.3M | 1.6% | $70.37 | +74.80% | 28 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 2.6M | $174.5M | 1.6% | $92.98 | -27.76% | 28 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 253,690 | $170.7M | 1.5% | $249.53 | +163.86% | 28 qtrssince 2019-Q1 | Increased 55 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA manages $11B across 534 positions as of Q4 2025. Top holdings: GOOGL (9.0%), MSFT (8.0%), MA (6.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 37 new positions, 30 exits, 73 increased. Top move: NOW (INCREASED, conviction 78). Portfolio: $11.0B across 534 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
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