LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA Portfolio
About LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA is a Investment Manager managing $11.40B in 13F-reportable assets. The portfolio below reflects the Q3 2025 SEC Form 13F filing.
The information on this page is for informational purposes only and does not constitute investment advice, financial advice, or any recommendation. Billiver does not recommend buying, selling, or holding any security. Past performance is not indicative of future results.
Data may be delayed and accuracy is not guaranteed. All investment decisions are solely your responsibility. Verify information independently and consult a qualified financial advisor before investing. About · Methodology
Source: SEC EDGAR Form 13F. Data may be 45+ days delayed from actual trading activity. 13F filings only cover long positions in US-listed equities and do not include short positions, derivatives, non-US securities, or fixed income holdings.
Sector Distribution
Portfolio Holdings
66 of 100 linked to profiles
Showing top 100 of 628 total holdings, sorted by value.
| # | Company | Value | % Port |
|---|---|---|---|
| 1 | MSFT | $964.0M | 8.46% |
| 2 | MA | $795.3M | 6.98% |
| 3 | GOOGL | $762.5M | 6.69% |
| 4 | INTU | $628.5M | 5.52% |
| 5 | AMZN | $486.7M | 4.27% |
| 6 | SYK | $443.6M | 3.89% |
| 7 | DHR | $371.6M | 3.26% |
| 8 | AAPL | $370.9M | 3.25% |
| 9 | FISV | $362.1M | 3.18% |
| 10 | NVDA | $321.6M | 2.82% |
| 11 | TMO | $310.4M | 2.72% |
| 12 | NOW | $294.2M | 2.58% |
| 13 | V | $198.6M | 1.74% |
| 14 | ADBE | $181.3M | 1.59% |
| 15 | META | $162.5M | 1.43% |
| 16 | PH | $159.3M | 1.40% |
| 17 | SNPS | $138.5M | 1.22% |
| 18 | CHD | $105.7M | 0.93% |
| 19 | ROP | $102.3M | 0.90% |
| 20 | HD | $98.8M | 0.87% |
| 21 | WEX | $76.1M | 0.67% |
| 22 | SBUX | $75.0M | 0.66% |
| 23 | ORLY | $71.8M | 0.63% |
| 24 | REGN | $52.8M | 0.46% |
| 25 | CRM | $52.1M | 0.46% |
| 26 | JNJ | $51.2M | 0.45% |
| 27 | NKE | $51.2M | 0.45% |
| 28 | GOOGL | $47.1M | 0.41% |
| 29 | ADI | $47.1M | 0.41% |
| 30 | VLTO | $47.0M | 0.41% |
| 31 | XOM | $43.8M | 0.38% |
| 32 | QCOM | $42.2M | 0.37% |
| 33 | MCD | $35.3M | 0.31% |
| 34 | PEP | $32.4M | 0.28% |
| 35 | DKS | $32.4M | 0.28% |
| 36 | MRK | $31.7M | 0.28% |
| 37 | ROST | $22.1M | 0.19% |
| 38 | JPM | $21.6M | 0.19% |
| 39 | ALGN | $20.5M | 0.18% |
| 40 | CBT | $20.3M | 0.18% |
| 41 | MSCI | $18.2M | 0.16% |
| 42 | AMGN | $16.8M | 0.15% |
| 43 | ANET | $15.9M | 0.14% |
| 44 | ABBV | $14.7M | 0.13% |
| 45 | HDB | $14.0M | 0.12% |
| 46 | RTX | $13.0M | 0.11% |
| 47 | ECL | $12.5M | 0.11% |
| 48 | WSO | $12.1M | 0.11% |
| 49 | AVGO | $9.6M | 0.08% |
| 50 | ROK | $8.2M | 0.07% |
| 51 | KO | $8.0M | 0.07% |
| 52 | WMT | $7.7M | 0.07% |
| 53 | CL | $6.5M | 0.06% |
| 54 | NVO | $6.0M | 0.05% |
| 55 | CTAS | $5.5M | 0.05% |
| 56 | DE | $5.4M | 0.05% |
| 57 | ISRG | $5.1M | 0.05% |
| 58 | COP | $4.9M | 0.04% |
| 59 | NEE | $4.5M | 0.04% |
| 60 | GE | $4.3M | 0.04% |
| 61 | SPGI | $4.3M | 0.04% |
| 62 | ZTS | $4.1M | 0.04% |
| 63 | NFLX | $3.9M | 0.03% |
| 64 | PAYX | $3.6M | 0.03% |
| 65 | CB | $3.6M | 0.03% |
| 66 | MS | $3.2M | 0.03% |
Other Assets (34)Click to expand
These holdings could not be matched to company profiles. They may include non-US stocks, bonds, options, or other asset types not in our database.
| Name | Value |
|---|---|
| TJX COMPANIES INC | $316.4M |
| AMERICAN TOWER CORP | $262.2M |
| COSTCO WHOLESALE CORP NEW | $227.6M |
| NXP SEMICONDUCTORS | $214.5M |
| ABBOTT LABORATORIES | $211.0M |
| PAYCOM SOFTWARE INC | $190.1M |
| VEEVA SYSTEMS INC | $187.3M |
| AUTOMATIC DATA PROCESSING | $177.5M |
| EOG RESOURCES | $153.1M |
| CANADIAN NATIONAL RAILWAY | $133.7M |
| BERKSHIRE HATHAWAY INC | $104.2M |
| IDEXX LABS | $81.2M |
| LOWES COMPANIES | $80.5M |
| TRADE DESK INC | $77.2M |
| PHILIP MORRIS INTERNATIONAL | $77.0M |
| PROCTER & GAMBLE CO | $60.9M |
| BROADRIDGE FINANCIAL SOLUTIONS | $59.0M |
| ASM LITHOGRAPHY HLDG N V | $55.0M |
| UNION PACIFIC | $52.4M |
| ACCENTURE PLC | $24.0M |
| CHEVRON CORP | $11.2M |
| LILLY (ELI) & CO | $10.8M |
| BANK OF AMERICA CORP | $9.7M |
| ILLINOIS TOOL WORKS | $9.4M |
| SPDR | $7.4M |
| VANGUARD | $6.5M |
| WALT DISNEY PRODUCTIONS | $5.5M |
| AIR PRODUCTS & CHEMICALS INC | $5.3M |
| HONEYWELL INTL INC COM | $4.4M |
| NORFOLK SOUTHERN CORP | $4.3M |
| INTL BUSINESS MACHINES CORP | $3.9M |
| CISCO SYSTEMS | $3.6M |
| CAPITAL ONE FINANCIAL | $3.5M |
| INVESCO | $3.3M |