LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Institutional investor · Portfolio as of Q4 2025
Top Holdings534 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 3M | $994.8M | 9.0% | $96.92 | +223.82% | 28 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.8M | $884.9M | 8.0% | $118.97 | +309.74% | 28 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.4M | $719.7M | 6.5% | $227.08 | +153.90% | 28 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.2M | $537.7M | 4.9% | $114.10 | +103.80% | 28 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 942,707 | $514.2M | 4.7% | $262.36 | +154.86% | 28 qtrssince 2019-Q1 | Increased 58 |
STRYKER CORP | 1.2M | $409.1M | 3.7% | $184.95 | +90.99% | 28 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 1.7M | $391.1M | 3.5% | $114.15 | +102.08% | 28 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.4M | $366.2M | 3.3% | $95.47 | +183.98% | 28 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 539,623 | $336.7M | 3.1% | $408.40 | +42.86% | 28 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 1.7M | $328.1M | 3.0% | $119.89 | +56.43% | 28 qtrssince 2019-Q1 | Decreased 0 |
TJX COMPANIES INC | 2.2M | $320.1M | 2.9% | $48.17 | +215.98% | 28 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 243,719 | $236.5M | 2.1% | $366.81 | +134.06% | 28 qtrssince 2019-Q1 | Increased 53 |
AMERICAN TOWER CORP | 1.3M | $232.1M | 2.1% | $165.12 | +7.02% | 28 qtrssince 2019-Q1 | Decreased 0 |
NXP SEMICONDUCTORS NV | 966,999 | $221.8M | 2.0% | $91.05 | +141.59% | 28 qtrssince 2019-Q1 | Decreased 0 |
SERVICENOW INC | 1.6M | $209.5M | 1.9% | $144.32 | +6.87% | 28 qtrssince 2019-Q1 | Increased 78 |
PARKER HANNIFIN CORP | 207,104 | $191.8M | 1.7% | $374.03 | +137.19% | 28 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 585,001 | $190.3M | 1.7% | $157.60 | +121.21% | 28 qtrssince 2019-Q1 | Increased 49 |
ABBOTT LABORATORIES | 1.6M | $178.3M | 1.6% | $70.37 | +74.80% | 28 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 2.6M | $174.5M | 1.6% | $93.13 | -27.48% | 28 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 253,690 | $170.7M | 1.5% | $250.54 | +165.81% | 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 Rating: 3/5.0.
Active quarter - 37 new positions, 28 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