Holdings of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
507 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 51.4 % of the equity sleeve
Sector breakdown
- Technology 26.6 %
- Health care 15.5 %
- Consumer discretionary 13.4 %
- Financials 12.4 %
- Communication 12.0 %
- Consumer staples 5.6 %
- Industrials 4.9 %
- Energy 2.7 %
- Real estate 2.3 %
- Materials 0.3 %
- Funds 0.1 %
- Utilities 0.1 %
- Unattributed 4.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.0 %
- NL 0.8 %
- IN 0.1 %
- DK 0.0 %
- GB 0.0 %
- TW 0.0 %
- KY 0.0 %
- DE 0.0 %
- BM 0.0 %
- FI 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 492 | 9.5B $ | 98.99 % |
| 2 | NL | 1 | 80.3M $ | 0.84 % |
| 3 | IN | 1 | 9.6M $ | 0.10 % |
| 4 | DK | 1 | 4M $ | 0.04 % |
| 5 | GB | 7 | 2.2M $ | 0.02 % |
| 6 | TW | 1 | 408K $ | 0.00 % |
| 7 | KY | 1 | 78.9K $ | 0.00 % |
| 8 | DE | 1 | 18.1K $ | 0.00 % |
| 9 | BM | 1 | 12.7K $ | 0.00 % |
| 10 | FI | 1 | 9.5K $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Alphabet Inc | 2,888,321 | 916.3M $ | |
| 2 | Mastercard Inc | 1,379,038 | 687.7M $ | |
| 3 | Microsoft Corp | 1,842,719 | 683.4M $ | |
| 4 | Amazon.com Inc | 2,244,798 | 535.1M $ | |
| 5 | Stryker Corp | 1,148,633 | 389.6M $ | |
| 6 | Apple Inc | 1,428,525 | 372.1M $ | |
| 7 | Intuit Inc | 1,013,921 | 355.8M $ | |
| 8 | NVIDIA Corp | 1,816,826 | 342.7M $ | |
| 9 | TJX Cos Inc/The | 2,110,101 | 341M $ | |
| 10 | Danaher Corp | 1,659,664 | 314.7M $ | |
| 11 | Thermo Fisher Scientific Inc | 531,221 | 263.5M $ | |
| 12 | Costco Wholesale Corp | 238,385 | 238M $ | |
| 13 | American Tower Corp | 1,216,494 | 218.1M $ | |
| 14 | Parker-Hannifin Corp | 204,952 | 201.7M $ | |
| 15 | EOG Resources Inc | 1,389,668 | 189.3M $ | |
| 16 | Visa Inc | 594,986 | 181.1M $ | |
| 17 | Meta Platforms Inc | 264,570 | 166.6M $ | |
| 18 | Abbott Laboratories | 1,614,049 | 161.9M $ | |
| 19 | Fiserv Inc | 2,496,505 | 140M $ | |
| 20 | ServiceNow Inc | 1,683,979 | 139.8M $ | |
| 21 | Synopsys Inc | 323,454 | 126.9M $ | |
| 22 | Automatic Data Processing Inc | 605,915 | 114.4M $ | |
| 23 | Berkshire Hathaway Inc | 233,103 | 111.9M $ | |
| 24 | Veeva Systems Inc | 734,477 | 111.2M $ | |
| 25 | Church & Dwight Co Inc | 1,096,718 | 104.6M $ | |
| 26 | Paycom Software Inc | 769,647 | 87.4M $ | |
| 27 | QUALCOMM Inc | 663,893 | 85M $ | |
| 28 | Home Depot Inc/The | 245,535 | 82.8M $ | |
| 29 | Starbucks Corp | 847,946 | 81.9M $ | |
| 30 | ASML Holding NV | 54,328 | 80.3M $ | |
| 31 | Lowe's Cos Inc | 312,897 | 76.4M $ | |
| 32 | Philip Morris International Inc. | 474,088 | 76.1M $ | |
| 33 | Analog Devices Inc | 201,613 | 70.6M $ | |
| 34 | IDEXX Laboratories Inc | 122,304 | 68.9M $ | |
| 35 | O'Reilly Automotive Inc | 724,600 | 67.4M $ | |
| 36 | Adobe Inc | 272,948 | 61.5M $ | |
| 37 | Johnson & Johnson | 256,261 | 61.1M $ | |
| 38 | Procter & Gamble Co/The | 414,454 | 60.2M $ | |
| 39 | WEX Inc | 375,110 | 59.8M $ | |
| 40 | Alphabet Inc | 179,906 | 56.8M $ | |
| 41 | Union Pacific Corp | 226,335 | 56.7M $ | |
| 42 | Exxon Mobil Corp | 370,634 | 56.5M $ | |
| 43 | Regeneron Pharmaceuticals, Inc. | 72,430 | 54.2M $ | |
| 44 | Carlisle Cos Inc | 132,345 | 46.2M $ | |
| 45 | Merck & Co Inc | 337,029 | 40.9M $ | |
| 46 | Dick's Sporting Goods Inc | 182,824 | 38.8M $ | |
| 47 | Veralto Corp | 432,805 | 38.7M $ | |
| 48 | Broadridge Financial Solutions Inc | 252,818 | 38.2M $ | |
| 49 | Eli Lilly & Co | 39,188 | 36.8M $ | |
| 50 | McDonald's Corp. | 106,061 | 32.4M $ | |
| 51 | NIKE Inc | 718,819 | 30.6M $ | |
| 52 | Ross Stores Inc | 130,760 | 28.9M $ | |
| 53 | PepsiCo Inc | 168,536 | 26.5M $ | |
| 54 | Roper Technologies Inc | 68,223 | 23.4M $ | |
| 55 | Cabot Corp | 286,044 | 21.3M $ | |
| 56 | Salesforce Inc | 128,841 | 21.3M $ | |
| 57 | Trade Desk Inc/The | 921,260 | 18.5M $ | |
| 58 | Amgen Inc | 50,536 | 17.7M $ | |
| 59 | MSCI Inc | 30,965 | 16.6M $ | |
| 60 | Ecolab Inc | 60,352 | 16.5M $ | |
| 61 | RTX Corp | 70,060 | 14.1M $ | |
| 62 | JPMorgan Chase & Co | 45,554 | 14.1M $ | |
| 63 | Align Technology Inc | 76,830 | 13.3M $ | |
| 64 | AbbVie Inc | 63,041 | 13.1M $ | |
| 65 | Arista Networks Inc | 87,427 | 12.9M $ | |
| 66 | Chevron Corp | 67,909 | 12.8M $ | |
| 67 | Watsco Inc | 29,416 | 12M $ | |
| 68 | Broadcom Inc | 30,529 | 11.3M $ | |
| 69 | SPDR Gold Shares | 24,417 | 10.7M $ | |
| 70 | Illinois Tool Works Inc | 35,945 | 9.7M $ | |
| 71 | HDFC Bank Ltd | 358,397 | 9.6M $ | |
| 72 | Walmart Inc | 69,422 | 8.8M $ | |
| 73 | Rockwell Automation Inc | 21,410 | 8.5M $ | |
| 74 | State Street SPDR S&P 500 ETF Trust | 11,961 | 8.1M $ | |
| 75 | Coca-Cola Co/The | 101,371 | 7.9M $ | |
| 76 | Deere & Co | 11,513 | 7M $ | |
| 77 | Colgate-Palmolive Co | 81,469 | 6.9M $ | |
| 78 | Timken Co/The | 60,521 | 6.5M $ | |
| 79 | ConocoPhillips | 50,358 | 6.2M $ | |
| 80 | Vanguard Total Stock Market ETF | 18,271 | 6.1M $ | |
| 81 | Air Products and Chemicals Inc | 20,375 | 6.1M $ | |
| 82 | NextEra Energy Inc | 54,977 | 5.2M $ | |
| 83 | Cintas Corp | 28,374 | 5M $ | |
| 84 | Cummins Inc | 7,517 | 4.6M $ | |
| 85 | Norfolk Southern Corp | 14,865 | 4.4M $ | |
| 86 | General Electric Co | 14,271 | 4.4M $ | |
| 87 | Honeywell International Inc | 18,100 | 4.3M $ | |
| 88 | Cisco Systems, Inc. | 48,733 | 4M $ | |
| 89 | Novo Nordisk A/S | 105,554 | 4M $ | |
| 90 | Netflix Inc | 36,985 | 3.8M $ | |
| 91 | Walt Disney Co/The | 37,989 | 3.8M $ | |
| 92 | State Street Corp | 26,918 | 3.8M $ | |
| 93 | S&P Global Inc | 9,028 | 3.8M $ | |
| 94 | Invesco QQQ Trust Series 1 | 6,097 | 3.7M $ | |
| 95 | Morgan Stanley | 20,534 | 3.6M $ | |
| 96 | Corning Inc | 18,998 | 3.3M $ | |
| 97 | VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 14,490 | 3.2M $ | |
| 98 | Intuitive Surgical Inc | 6,956 | 3.1M $ | |
| 99 | International Business Machines Corp. | 13,546 | 3.1M $ | |
| 100 | HA Sustainable Infrastructure Capital Inc | 79,596 | 3.1M $ | |