# LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 932974. Source: https://holderbook.com/funds/932974-loring-wolcott-coolidge-fiduciary-advisors-llp-ma/

- Reported value: $10.3B
- Positions: 565
- Weight of the ten largest: 48.6%
- Filed: 2026-07-30

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.0B | 2,820,758 | 9.8% | 31 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $708.6M | 1,379,579 | 6.9% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $689.2M | 1,847,490 | 6.7% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $535.9M | 2,248,322 | 5.2% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $418.4M | 1,446,076 | 4.1% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $380.6M | 1,901,921 | 3.7% | 31 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $363.6M | 1,154,957 | 3.5% | 31 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $319.5M | 1,677,392 | 3.1% | 31 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $310.6M | 2,050,213 | 3.0% | 31 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $271.5M | 1,040,089 | 2.6% | 31 |
| NXP SEMICONDUCTORS N V | [NXPI](https://holderbook.com/stocks/NXPI/) | $267.6M | 952,055 | 2.6% | 31 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $246.4M | 491,482 | 2.4% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $218.9M | 233,991 | 2.1% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $208.1M | 606,481 | 2.0% | 31 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $200.4M | 204,898 | 1.9% | 31 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $185.1M | 1,131,412 | 1.8% | 31 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $181.8M | 1,401,159 | 1.8% | 31 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $173.4M | 1,746,805 | 1.7% | 31 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $156.8M | 351,492 | 1.5% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $154.5M | 274,239 | 1.5% | 31 |
| CANADIAN NATL RY CO | [CNI](https://holderbook.com/stocks/CNI/) | $149.2M | 1,251,453 | 1.4% | 31 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $142.1M | 1,566,186 | 1.4% | 31 |
| VEEVA SYS INC | [VEEV](https://holderbook.com/stocks/VEEV/) | $140.8M | 793,242 | 1.4% | 31 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $134.6M | 601,164 | 1.3% | 31 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $129.2M | 64,926 | 1.3% | 21 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $120.3M | 240,375 | 1.2% | 31 |
| FISERV INC | [FISV](https://holderbook.com/stocks/FISV/) | $112.9M | 2,302,492 | 1.1% | 31 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $105.0M | 568,090 | 1.0% | 31 |
| CHURCH & DWIGHT CO INC | [CHD](https://holderbook.com/stocks/CHD/) | $101.7M | 1,049,547 | 1.0% | 31 |
| PAYCOM SOFTWARE INC | [PAYC](https://holderbook.com/stocks/PAYC/) | $91.3M | 726,250 | 0.9% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $86.5M | 245,398 | 0.8% | 31 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $85.6M | 473,423 | 0.8% | 31 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $84.9M | 213,765 | 0.8% | 31 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $80.6M | 788,650 | 0.8% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $71.7M | 59,780 | 0.7% | 31 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $67.5M | 306,171 | 0.7% | 31 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $66.1M | 243,107 | 0.6% | 31 |
| CARLISLE COS INC | [CSL](https://holderbook.com/stocks/CSL/) | $64.7M | 178,330 | 0.6% | 21 |
| OREILLY AUTOMOTIVE INC | [ORLY](https://holderbook.com/stocks/ORLY/) | $64.6M | 701,277 | 0.6% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $64.2M | 252,775 | 0.6% | 31 |
| IDEXX LABS INC | [IDXX](https://holderbook.com/stocks/IDXX/) | $61.7M | 117,195 | 0.6% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $61.2M | 417,142 | 0.6% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $59.6M | 168,603 | 0.6% | 31 |
| WISE GROUP PLC | [WSE](https://holderbook.com/stocks/WSE/) | $52.1M | 4,378,556 | 0.5% | 1 |
| WEX INC | [WEX](https://holderbook.com/stocks/WEX/) | $51.8M | 367,338 | 0.5% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $50.9M | 372,595 | 0.5% | 31 |
| DICKS SPORTING GOODS INC | [DKS](https://holderbook.com/stocks/DKS/) | $43.0M | 189,630 | 0.4% | 12 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $42.8M | 332,735 | 0.4% | 31 |
| REGENERON PHARMACEUTICALS | [REGN](https://holderbook.com/stocks/REGN/) | $41.1M | 65,875 | 0.4% | 23 |
| VERALTO CORP | [VLTO](https://holderbook.com/stocks/VLTO/) | $37.8M | 426,513 | 0.4% | 12 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $34.8M | 169,554 | 0.3% | 31 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $32.5M | 116,579 | 0.3% | 31 |
| BROADRIDGE FINL SOLUTIONS IN | [BR](https://holderbook.com/stocks/BR/) | $30.2M | 220,545 | 0.3% | 31 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $28.4M | 104,968 | 0.3% | 31 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $27.7M | 674,825 | 0.3% | 31 |
| ROSS STORES INC | [ROST](https://holderbook.com/stocks/ROST/) | $27.3M | 128,214 | 0.3% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $26.9M | 71,156 | 0.3% | 31 |
| CABOT CORP | [CBT](https://holderbook.com/stocks/CBT/) | $25.8M | 283,684 | 0.3% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $22.8M | 168,532 | 0.2% | 31 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $18.1M | 50,038 | 0.2% | 31 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $16.3M | 41,112 | 0.2% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $16.2M | 49,463 | 0.2% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $15.5M | 61,527 | 0.2% | 31 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $14.9M | 87,427 | 0.1% | 7 |
| MSCI INC | [MSCI](https://holderbook.com/stocks/MSCI/) | $14.6M | 26,140 | 0.1% | 30 |
| THE TRADE DESK INC | [TTD](https://holderbook.com/stocks/TTD/) | $14.0M | 772,656 | 0.1% | 31 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $13.6M | 82,059 | 0.1% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $13.3M | 69,873 | 0.1% | 25 |
| ALIGN TECHNOLOGY INC | [ALGN](https://holderbook.com/stocks/ALGN/) | $10.8M | 64,294 | 0.1% | 31 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $10.7M | 21,550 | 0.1% | 31 |
| WATSCO INC | [WSO](https://holderbook.com/stocks/WSO/) | $9.8M | 23,467 | 0.1% | 31 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $9.2M | 33,870 | 0.1% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $9.0M | 12,112 | 0.1% | 31 |
| HDFC BANK LTD | [HDB](https://holderbook.com/stocks/HDB/) | $9.0M | 349,292 | 0.1% | 31 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $8.9M | 109,910 | 0.1% | 31 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $8.2M | 65,832 | 0.1% | 31 |
| ROPER TECHNOLOGIES INC | [ROP](https://holderbook.com/stocks/ROP/) | $8.2M | 24,177 | 0.1% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $8.2M | 71,995 | 0.1% | 31 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $8.1M | 51,497 | 0.1% | 31 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $7.8M | 13,501 | 0.1% | 21 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $7.6M | 83,344 | 0.1% | 31 |
| TIMKEN CO | [TKR](https://holderbook.com/stocks/TKR/) | $7.6M | 52,410 | 0.1% | 31 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $7.5M | 20,363 | 0.1% | 31 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $7.3M | 11,512 | 0.1% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $6.6M | 55,832 | 0.1% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $6.5M | 17,331 | 0.1% | 20 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $6.4M | 17,363 | 0.1% | 31 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $6.0M | 20,375 | 0.1% | 31 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $5.4M | 7,517 | 0.1% | 31 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $5.3M | 37,907 | 0.1% | 31 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $5.3M | 50,758 | 0.1% | 31 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $5.1M | 19,788 | 0.0% | 31 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $5.0M | 56,562 | 0.0% | 31 |
| CINTAS CORP | [CTAS](https://holderbook.com/stocks/CTAS/) | $4.7M | 27,802 | 0.0% | 31 |
| STATE STR CORP | [STT](https://holderbook.com/stocks/STT/) | $4.5M | 26,533 | 0.0% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $4.5M | 6,097 | 0.0% | 31 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $4.3M | 12,480 | 0.0% | 31 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $4.2M | 20,049 | 0.0% | 31 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $3.9M | 13,946 | 0.0% | 31 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $3.7M | 9,028 | 0.0% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +4.2% | +14.8% | -10.6% | 99% |
| Q1 2026 | -10.5% | -4.6% | -5.8% | 100% |
| Q4 2025 | -1.1% | +2.4% | -3.5% | 99% |
| Q3 2025 | +0.7% | +7.8% | -7.1% | 100% |
| Q2 2025 | +6.4% | +10.5% | -4.0% | 104% |
| Q1 2025 | -3.6% | -4.6% | +0.9% | 96% |
| Q4 2024 | -0.2% | +2.1% | -2.3% | 101% |
| Q3 2024 | +5.3% | +5.4% | -0.1% | 98% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $10.3B | 565 |
| Q1 2026 | $10.0B | 560 |
| Q4 2025 | $11.0B | 534 |
| Q3 2025 | $11.4B | 527 |
| Q2 2025 | $11.3B | 518 |
| Q1 2025 | $10.3B | 560 |
| Q4 2024 | $11.6B | 560 |
| Q3 2024 | $11.2B | 571 |
| Q2 2024 | $10.9B | 551 |
| Q1 2024 | $10.1B | 563 |
| Q4 2023 | $10.1B | 554 |
| Q3 2023 | $8.9B | 607 |