Titelia

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

  • USD 100.0 %

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.

RankCountryLinesValueShare
1US4929.5B $98.99 %
2NL180.3M $0.84 %
3IN19.6M $0.10 %
4DK14M $0.04 %
5GB72.2M $0.02 %
6TW1408K $0.00 %
7KY178.9K $0.00 %
8DE118.1K $0.00 %
9BM112.7K $0.00 %
10FI19.5K $0.00 %

Positions

RankCompanySharesValueWeight
301Hartford Insurance Group Inc/The 1,220167.4K $
302Hubbell Inc 311166.7K $
303US Bancorp 2,947164K $
304Cencora Inc 500160.4K $
305Beacon Financial Corp 5,031160.1K $
306Keurig Dr Pepper Inc 6,000159.4K $
307Vanguard Scottsdale Funds 2,676159K $
308iShares Trust 1,579158.9K $
309Uber Technologies Inc 2,249158.5K $
310HP Inc 8,657158.1K $
311Quanta Services Inc 270158K $
312Waters Corp 480153.6K $
313Twilio Inc 1,295152.4K $
314ARK ETF Trust 2,140148.3K $
315Metallus Inc 8,333147.8K $
316iShares Trust 1,122146.3K $
317British American Tobacco PLC 2,475145.6K $
318Cincinnati Financial Corp 895144.2K $
319Xcel Energy Inc 1,700140K $
320Avery Dennison Corp 816139.7K $
321Avis Budget Group Inc 450135K $
322ARK ETF TRUST 1,086134.1K $
323Solstice Advanced Materials Inc 1,596130.8K $
324VeriSign Inc 500129.9K $
325FedEx Corp 335125.3K $
326Constellation Energy Corp. 435124.6K $
327iShares ESG Aware MSCI USA ETF 837123.4K $
328AptarGroup Inc 920121K $
329CSX Corp 2,850120.4K $
330Estee Lauder Cos Inc/The 1,575114.5K $
331Allstate Corp/The 541114.1K $
332Curtiss-Wright Corp 157113.9K $
333Vanguard International Equity Index Funds 1,986112.7K $
334iShares Core MSCI Total International Stock ETF 1,233112.6K $
335United Bancorp Inc/OH 6,917112.2K $
336GE HealthCare Technologies Inc 1,530112K $
337Western Digital Corp 323110.9K $
338Rivian Automotive Inc 7,107109.7K $
339Sabine Royalty Trust 1,437108.9K $
340General Motors Co 1,360103.9K $
341iShares Core MSCI Emerging Markets ETF 1,397103.7K $
342Arthur J Gallagher & Co 485103.6K $
343Monro Inc 6,250102.3K $
344Hewlett Packard Enterprise Co 4,097102K $
345Northrop Grumman Corp 150101.1K $
346FirstEnergy Corp 1,93199.3K $
347Coupang Inc 5,00098.8K $
348Weyerhaeuser Co 4,00098.6K $
349Eastern Co/The 4,50097.8K $
350Valero Energy Corp 40095.5K $
351AeroVironment Inc 50089.9K $
352J M Smucker Co/The 98689.6K $
353iShares MSCI EAFE Growth ETF 74988.7K $
354WW Grainger Inc 7587.9K $
355Principal Financial Group Inc 95087.2K $
356Microchip Technology Inc 1,20286K $
357MongoDB Inc 38085.9K $
358Vistra Corp 55085.1K $
359Dexcom Inc 1,32885K $
360Cheniere Energy Inc 32085K $
361Sempra 80079.1K $
362NetEase Inc 70078.9K $
363Constellation Brands Inc 47078.1K $
364Kenvue Inc 4,42376.7K $
365Boston Scientific Corp 1,23376.2K $
366CVS Health Corp 94775.1K $
367Cogent Biosciences Inc 2,00072.7K $
368Tradeweb Markets Inc 55567.4K $
369Marriott International Inc/MD 19067.3K $
370iShares Trust 1,27166.8K $
371SPDR Series Trust 50064.7K $
372ASGN Inc 1,82264.4K $
373AppLovin Corp 16363.8K $
374Nextpower Inc 50059K $
375SolarEdge Technologies Inc 1,40058.5K $
376Prudential Financial, Inc. 60058.1K $
377Solventum Corp 87757.7K $
378Amentum Holdings Inc 2,17457.2K $
379Toll Brothers Inc 40556.7K $
380iShares MSCI Emerging Markets ETF 93756.7K $
381Lincoln National Corp 1,65356.5K $
382ARM Holdings PLC 37555.8K $
383Enphase Energy Inc 1,76555K $
384Warner Bros Discovery Inc 1,90752.3K $
385Ralliant Corp 1,13451.5K $
386Sirius XM Holdings Inc 2,13050.5K $
387Janus Henderson Short Duration 1,00449.2K $
388Eversource Energy 69548.6K $
389iShares iBonds Dec 2026 Term C 2,00048.4K $
390Progress Software Corp 1,80048K $
391Brown-Forman Corp 1,59547.4K $
392GSK PLC 76044.2K $
393State Street Spdr Portfolio Intermediate Term Corporate Bond Etf 1,31044K $
394Ventas Inc 50042.5K $
395Realty Income Corp 66642.5K $
396JPMorgan Ultra-Short Income ETF 83742.3K $
397Kadant Inc 13042.3K $
398UGI Corp 1,10241.8K $
399Palantir Technologies Inc 32541.6K $
400Balchem Corp 23040.2K $