Loring Wolcott & Coolidge Fiduciary Advisors LLP 13F holdings
Loring Wolcott & Coolidge Fiduciary Advisors LLP reported 491 positions with a total reported value of $10.3B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-30. Top holdings by reported value: GOOGL ALPHABET INC (10.4%), MA MASTERCARD INC (6.9%), MSFT MICROSOFT CORP (6.7%), AMZN AMAZON.COM (5.2%), AAPL APPLE INC (4.1%). Against 2026-03-31 it opened 27 new positions and exited 23. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
Email me when Loring Wolcott & Coolidge Fiduciary Advisors LLP files its 13F
A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.
Top holdings
25 largest of 491 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| GOOGL ALPHABET INC | 2,989,361 | $1.1B | 10.4% |
| MA MASTERCARD INC | 1,379,579 | $708.6M | 6.9% |
| MSFT MICROSOFT CORP | 1,847,490 | $689.2M | 6.7% |
| AMZN AMAZON.COM | 2,248,322 | $535.9M | 5.2% |
| AAPL APPLE INC | 1,446,076 | $418.4M | 4.1% |
| NVDA NVIDIA CORP | 1,901,921 | $380.6M | 3.7% |
| SYK STRYKER CORP | 1,154,957 | $363.6M | 3.5% |
| DHR DANAHER CORP SHS BEN INT | 1,677,392 | $319.5M | 3.1% |
| TJX COMPANIES INC | 2,050,213 | $310.6M | 3.0% |
| INTU INTUIT | 1,040,089 | $271.5M | 2.6% |
| NXPI NXP SEMICONDUCTORS | 952,055 | $267.6M | 2.6% |
| TMO THERMO FISHER SCIENTIFIC INC | 491,482 | $246.4M | 2.4% |
| COST COSTCO WHOLESALE CORP NEW | 233,991 | $218.9M | 2.1% |
| V VISA INC | 606,481 | $208.1M | 2.0% |
| PH PARKER-HANNIFIN CORP | 204,898 | $200.4M | 1.9% |
| AMT AMERICAN TOWER CORP | 1,131,412 | $185.1M | 1.8% |
| EOG EOG RESOURCES | 1,401,159 | $181.8M | 1.8% |
| NOW SERVICENOW INC | 1,746,805 | $173.4M | 1.7% |
| SNPS SYNOPSYS INC | 351,492 | $156.8M | 1.5% |
| META META PLATFORMS INC CL A | 274,239 | $154.5M | 1.5% |
| CANADIAN NATIONAL RAILWAY | 1,251,453 | $149.2M | 1.4% |
| ABT ABBOTT LABORATORIES | 1,566,186 | $142.1M | 1.4% |
| VEEV VEEVA SYSTEMS INC | 793,242 | $140.8M | 1.4% |
| ADP AUTOMATIC DATA PROCESSING | 601,164 | $134.6M | 1.3% |
| ASML ASM LITHOGRAPHY HLDG N V | 64,926 | $129.2M | 1.3% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 27 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| WSE WISE PLC | 4,378,556 | $52.1M | 0.5% |
| HONA HONEYWELL AEROSPACE INC | 10,280 | $2.3M | <0.1% |
| MUFG MITSUBISHI UFJ FINANCIAL GROUP | 50,000 | $994.5K | <0.1% |
| HSBC HSBC HOLDINGS PLC | 8,000 | $760.7K | <0.1% |
| IAU ISHARES | 7,500 | $566.3K | <0.1% |
| WT WISDOMTREE | 10,000 | $406.8K | <0.1% |
| EXE EXPAND ENERGY | 4,000 | $364.8K | <0.1% |
| CWEN CLEARYWAY ENERGY INC | 9,475 | $323.9K | <0.1% |
| DOCU DOCUSIGN INC | 4,655 | $206.8K | <0.1% |
| ELAN ELANCO ANIMAL HEALTH INC | 5,290 | $130.2K | <0.1% |
| CRWD CROWDSTRIKE HOLDINGS INC CLASS A | 130 | $99.2K | <0.1% |
| MOG-A MOOG INC CL A | 200 | $84.8K | <0.1% |
| OCUL OCULAR THERAPEUTIX INC | 7,500 | $73.7K | <0.1% |
| FIRST TR | 500 | $66.6K | <0.1% |
| SCHWAB | 1,675 | $60.5K | <0.1% |
| SAP SAP SE SPONSORED ADR | 370 | $57.0K | <0.1% |
| VICR VICOR CORP | 132 | $50.1K | <0.1% |
| SLV ISHARES | 885 | $47.3K | <0.1% |
| GPC GENUINE PARTS CO | 375 | $44.2K | <0.1% |
| FEDEX FREIGHT HOLDING CO INC | 167 | $25.2K | <0.1% |
| INGLES MARKETS INC | 170 | $15.1K | <0.1% |
| T AT&T INC | 600 | $12.4K | <0.1% |
| DEO DIAGEO PLC SPONSORED ADR | 150 | $12.1K | <0.1% |
| VSNT VERSANT MEDIA GROUP INC CL A | 215 | $7.7K | <0.1% |
| AVNS AVANOS MEDICAL INC | 250 | $6.2K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 23 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| RNR RENAISSANCERE HOLDINGS LTD | 3,960 | $1.2M | <0.1% |
| WWD WOODWARD INC COM | 2,660 | $1.0M | <0.1% |
| XPO XPO LOGISTICS INC | 4,320 | $919.0K | <0.1% |
| SUNB SUNBELT RENTAL HOLDINGS INC | 11,960 | $815.2K | <0.1% |
| BN BROOKFIELD CORPORATION | 17,535 | $738.9K | <0.1% |
| WMG WARNER MUSIC GROUP CORP | 25,900 | $738.1K | <0.1% |
| PPG INDUSTRIES INC | 6,650 | $733.7K | <0.1% |
| HAS HASBRO INC | 7,800 | $715.5K | <0.1% |
| RS RELIANCE STEEL & ALUMINUM | 2,000 | $644.4K | <0.1% |
| OTEX OPEN TEXT CORP | 28,030 | $584.4K | <0.1% |
| CBRE CBRE GROUP INC | 3,130 | $442.0K | <0.1% |
| INGR INGREDION INC | 3,300 | $378.4K | <0.1% |
| CW CURTISS-WRIGHT CORPORATION | 157 | $113.9K | <0.1% |
| DXCM DEXCOM INC | 1,328 | $85.0K | <0.1% |
| LLYVA LIBERTY LIVE HOLDINGS INC | 564 | $54.7K | <0.1% |
| FWONA LIBERTY MEDIA CORPORATION | 498 | $43.0K | <0.1% |
| FG F&G ANNUITIES & LIFE INC | 1,203 | $28.9K | <0.1% |
| ICE INTERCONTINENTAL EXCHANGE GROUP | 147 | $23.6K | <0.1% |
| PCG PG&E CORP | 1,258 | $23.3K | <0.1% |
| EXPEDITORS INTL WASH INC | 147 | $21.0K | <0.1% |
| CPAY CORPAY, INC. | 68 | $20.6K | <0.1% |
| RYN RAYONIER INC | 330 | $7.0K | <0.1% |
| HRI HERC HOLDINGS INC | 62 | $6.4K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| LLY LILLY (ELI) & CO | 39,188 | 59,780 | +52.5% | $71.7M |
| ASML ASM LITHOGRAPHY HLDG N V | 54,328 | 64,926 | +19.5% | $129.2M |
| NVDA NVIDIA CORP | 1,816,826 | 1,901,921 | +4.7% | $380.6M |
| CARLISLE COS INC | 132,345 | 178,330 | +34.7% | $64.7M |
| ECL ECOLAB INC | 60,352 | 116,579 | +93.2% | $32.5M |
| AVGO BROADCOM INC | 30,529 | 71,156 | +133.1% | $26.9M |
| ISRG INTUITIVE SURGICAL INC | 6,956 | 41,112 | +491.0% | $16.3M |
| SNPS SYNOPSYS INC | 323,454 | 351,492 | +8.7% | $156.8M |
| VEEV VEEVA SYSTEMS INC | 734,477 | 793,242 | +8.0% | $140.8M |
| INTU INTUIT | 1,013,921 | 1,040,089 | +2.6% | $271.5M |
| NOW SERVICENOW INC | 1,683,979 | 1,746,805 | +3.7% | $173.4M |
| META META PLATFORMS INC CL A | 264,570 | 274,239 | +3.7% | $154.5M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| GOOGL ALPHABET INC | 3,068,227 | 2,989,361 | -2.6% | $1.1B |
| ADBE ADOBE SYSTEMS INC | 272,948 | 169,554 | -37.9% | $34.8M |
| TMO THERMO FISHER SCIENTIFIC INC | 531,221 | 491,482 | -7.5% | $246.4M |
| QCOM QUALCOMM INC | 663,893 | 568,090 | -14.4% | $105.0M |
| ROP ROPER INDUSTRIES INC | 68,223 | 24,177 | -64.6% | $8.2M |
| AMT AMERICAN TOWER CORP | 1,216,494 | 1,131,412 | -7.0% | $185.1M |
| CRM SALESFORCE.COM | 128,841 | 51,497 | -60.0% | $8.1M |
| FISV FISERV INC | 2,496,505 | 2,302,492 | -7.8% | $112.9M |
| TJX COMPANIES INC | 2,110,101 | 2,050,213 | -2.8% | $310.6M |
| SBUX STARBUCKS CORP | 847,946 | 788,650 | -7.0% | $80.6M |
| PAYC PAYCOM SOFTWARE INC | 769,647 | 726,250 | -5.6% | $91.3M |
| CHD CHURCH & DWIGHT CO | 1,096,718 | 1,049,547 | -4.3% | $101.7M |
CIK 932974 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
Privacy · Terms