13F holdings
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA portfolio
Managed by . 560 reported positions worth $10.0B as of 2026-03-31, filed with the SEC on 2026-04-13. Parsed from the filing itself, not a reseller.
$10.0B
Book value
560
Positions
49%
Top 10 weight
+44
New this quarter
-18
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 13 days old on 2026-04-13, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (44)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| SUNB | SUNBELT RENTAL HOLDINGS INC | $815,194 | 11,960 | 0.01% |
| PWR | QUANTA | $158,047 | 270 | 0.00% |
| WAT | WATERS CORP | $153,600 | 480 | 0.00% |
| TTE | TOTAL ENERGIES SE | $122,992 | 1,334 | 0.00% |
| WDC | WESTERN DIGITAL CORP | $110,927 | 323 | 0.00% |
| LNG | CHENIERE ENERGY INC | $84,973 | 320 | 0.00% |
| MAR | MARRIOTT INTL INC | $67,279 | 190 | 0.00% |
| TOL | TOLL BROTHERS | $56,749 | 405 | 0.00% |
| WBD | WARNER BROS DISCOVERY INC | $52,328 | 1,907 | 0.00% |
| PLTR | PALANTIR TECHNOLOGIES INC | $41,620 | 325 | 0.00% |
| WELL | WELLTOWER INC | $37,781 | 182 | 0.00% |
| HAL | HALLIBURTON CO | $37,289 | 992 | 0.00% |
| PGC | PEAPACK-GLADSTONE FINANCIAL | $32,239 | 840 | 0.00% |
| JBHT | HUNT J B TRANS SVCS INC | $30,650 | 135 | 0.00% |
| SLB | SCHLUMBERGER LTD | $29,647 | 571 | 0.00% |
| DELL | DELL TECHNOLOGIES INC | $28,626 | 161 | 0.00% |
| JBL | JABIL CIRCUIT INC | $28,154 | 94 | 0.00% |
| STLD | STEEL DYNAMICS, INC. | $25,537 | 134 | 0.00% |
| TRGP | TARGA RESOURCES CORP | $25,524 | 105 | 0.00% |
| BKR | BAKER HUGHES COMPANY | $25,320 | 403 | 0.00% |
| TKO | TKO GROUP HOLDINGS, INC. | $23,685 | 120 | 0.00% |
| ICE | INTERCONTINENTAL EXCHANGE GROUP | $23,609 | 147 | 0.00% |
| PCG | PG&E CORP | $23,323 | 1,258 | 0.00% |
| KMI | KINDER MORGAN INC CLASS P | $22,582 | 691 | 0.00% |
| TFC | TRUIST FINANCIAL CORP | $21,824 | 440 | 0.00% |
Closed out (18)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| SELECT MED HLDGS CORP | SELECT MED HLDGS CORP | $383,021 | 25,620 | 0.00% |
| RGLD | ROYAL GOLD INC | $102,806 | 350 | 0.00% |
| SCCO | SOUTHERN COPPER | $82,028 | 421 | 0.00% |
| SEIC | SEI CORP | $76,176 | 900 | 0.00% |
| AGG | ISHARES | $27,252 | 272 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $22,277 | 50 | 0.00% |
| RACE | FERRARI NV | $20,244 | 60 | 0.00% |
| T | AT&T INC | $18,285 | 795 | 0.00% |
| CRWD | CROWDSTRIKE HOLDINGS INC CLASS A | $17,160 | 36 | 0.00% |
| URI | UNITED RENTALS INC | $11,796 | 13 | 0.00% |
| PHG | KONINKLIJKE PHILIPS ELECTRONICS | $7,823 | 265 | 0.00% |
| FIS | FIDELITY NATL INFORMATION SVCS | $5,806 | 100 | 0.00% |
| MET | METLIFE INC | $5,676 | 74 | 0.00% |
| AIG | AMERICAN INTL GROUP | $5,318 | 72 | 0.00% |
| FRGE | FORGE GLOBAL HOLDINGS INC | $3,925 | 88 | 0.00% |
| ELAN | ELANCO ANIMAL HEALTH INC | $3,014 | 210 | 0.00% |
| SNAP | SNAP INC | $2,984 | 400 | 0.00% |
| VSNT | VERSANT MEDIA GROUP INC CL A | $2,919 | 88 | 0.00% |
Added to (68)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AMZN | AMAZON.COM | $535.1M | 2,244,798 | 5.36% | +2% |
| INTU | INTUIT | $355.8M | 1,013,921 | 3.57% | +8% |
| NVDA | NVIDIA CORP | $342.7M | 1,816,826 | 3.43% | +4% |
| V | VISA INC | $181.1M | 594,986 | 1.82% | +2% |
| META | META PLATFORMS INC CL A | $166.6M | 264,570 | 1.67% | +4% |
| NOW | SERVICENOW INC | $139.8M | 1,683,979 | 1.40% | +6% |
| SNPS | SYNOPSYS INC | $126.9M | 323,454 | 1.27% | +10% |
| BRK/B | BERKSHIRE HATHAWAY INC | $111.9M | 233,103 | 1.12% | +7% |
| VEEV | VEEVA SYSTEMS INC | $111.2M | 734,477 | 1.11% | +10% |
| QCOM | QUALCOMM INC | $85.0M | 663,893 | 0.85% | +4% |
| ASML | ASM LITHOGRAPHY HLDG N V | $80.3M | 54,328 | 0.80% | +2% |
| ADI | ANALOG DEVICES CORP | $70.6M | 201,613 | 0.71% | +2% |
| CSL | CARLISLE COS INC | $46.2M | 132,345 | 0.46% | +31% |
| DKS | DICKS SPORTING GOODS INC | $38.8M | 182,824 | 0.39% | +17% |
| LLY | LILLY (ELI) & CO | $36.8M | 39,188 | 0.37% | +194% |
Trimmed (126)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| SHOP | SHOPIFY INC | $116,330 | 1,050 | 0.00% | -92% |
| MGV | VANGUARD | $5,206 | 35 | 0.00% | -91% |
| ALC | ALCON INC | $3,901 | 50 | 0.00% | -89% |
| CVS | CVS HEALTH CORP | $75,126 | 947 | 0.00% | -89% |
| EXPD | EXPEDITORS INTL WASH INC | $21,030 | 147 | 0.00% | -77% |
| BAC | BANK OF AMERICA CORP | $2.5M | 47,702 | 0.03% | -74% |
| RELX | RELX PLC SPONSORED ADR | $1,864 | 56 | 0.00% | -50% |
| VAL | VALARIS LTD | $487,950 | 5,000 | 0.00% | -50% |
| ROP | ROPER INDUSTRIES INC | $23.4M | 68,223 | 0.23% | -42% |
| ADBE | ADOBE SYSTEMS INC | $61.5M | 272,948 | 0.62% | -38% |
| JPM | JP MORGAN CHASE & CO | $14.1M | 45,554 | 0.14% | -37% |
| ZTS | ZOETIS INC | $1.8M | 15,266 | 0.02% | -36% |
| DXCM | DEXCOM INC | $85,019 | 1,328 | 0.00% | -33% |
| ALGN | ALIGN TECHNOLOGY INC | $13.3M | 76,830 | 0.13% | -31% |
| VTV | VANGUARD | $654,861 | 3,253 | 0.01% | -31% |
The book
Largest 150 of 560 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $916.3M | 2,888,321 | 9.18% | — |
| MA | MASTERCARD INC | $687.7M | 1,379,038 | 6.89% | — |
| MSFT | MICROSOFT CORP | $683.4M | 1,842,719 | 6.85% | — |
| AMZN | AMAZON.COM | $535.1M | 2,244,798 | 5.36% | — |
| SYK | STRYKER CORP | $389.6M | 1,148,633 | 3.90% | — |
| AAPL | APPLE INC | $372.1M | 1,428,525 | 3.73% | — |
| INTU | INTUIT | $355.8M | 1,013,921 | 3.57% | — |
| NVDA | NVIDIA CORP | $342.7M | 1,816,826 | 3.43% | — |
| TJX | TJX COMPANIES INC | $341.0M | 2,110,101 | 3.42% | — |
| DHR | DANAHER CORP SHS BEN INT | $314.7M | 1,659,664 | 3.15% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $263.5M | 531,221 | 2.64% | — |
| COST | COSTCO WHOLESALE CORP NEW | $238.0M | 238,385 | 2.39% | — |
| AMT | AMERICAN TOWER CORP | $218.1M | 1,216,494 | 2.19% | — |
| PH | PARKER-HANNIFIN CORP | $201.7M | 204,952 | 2.02% | — |
| NXPI | NXP SEMICONDUCTORS | $197.7M | 967,587 | 1.98% | — |
| EOG | EOG RESOURCES | $189.3M | 1,389,668 | 1.90% | — |
| V | VISA INC | $181.1M | 594,986 | 1.82% | — |
| META | META PLATFORMS INC CL A | $166.6M | 264,570 | 1.67% | — |
| ABT | ABBOTT LABORATORIES | $161.9M | 1,614,049 | 1.62% | — |
| CNI | CANADIAN NATIONAL RAILWAY | $140.0M | 1,272,014 | 1.40% | — |
| FISV | FISERV INC | $140.0M | 2,496,505 | 1.40% | — |
| NOW | SERVICENOW INC | $139.8M | 1,683,979 | 1.40% | — |
| SNPS | SYNOPSYS INC | $126.9M | 323,454 | 1.27% | — |
| ADP | AUTOMATIC DATA PROCESSING | $114.4M | 605,915 | 1.15% | — |
| BRK/B | BERKSHIRE HATHAWAY INC | $111.9M | 233,103 | 1.12% | — |
| VEEV | VEEVA SYSTEMS INC | $111.2M | 734,477 | 1.11% | — |
| CHD | CHURCH & DWIGHT CO | $104.6M | 1,096,718 | 1.05% | — |
| PAYC | PAYCOM SOFTWARE INC | $87.4M | 769,647 | 0.88% | — |
| QCOM | QUALCOMM INC | $85.0M | 663,893 | 0.85% | — |
| HD | HOME DEPOT INC | $82.8M | 245,535 | 0.83% | — |
| SBUX | STARBUCKS CORP | $81.9M | 847,946 | 0.82% | — |
| ASML | ASM LITHOGRAPHY HLDG N V | $80.3M | 54,328 | 0.80% | — |
| LOW | LOWES COMPANIES | $76.4M | 312,897 | 0.77% | — |
| PM | PHILIP MORRIS INTERNATIONAL | $76.1M | 474,088 | 0.76% | — |
| ADI | ANALOG DEVICES CORP | $70.6M | 201,613 | 0.71% | — |
| IDXX | IDEXX LABS | $68.9M | 122,304 | 0.69% | — |
| ORLY | O'REILLY AUTOMOTIVE INC | $67.4M | 724,600 | 0.68% | — |
| ADBE | ADOBE SYSTEMS INC | $61.5M | 272,948 | 0.62% | — |
| JNJ | JOHNSON & JOHNSON | $61.1M | 256,261 | 0.61% | — |
| PG | PROCTER & GAMBLE CO | $60.2M | 414,454 | 0.60% | — |
| WEX | WEX INC | $59.8M | 375,110 | 0.60% | — |
| GOOG | ALPHABET INC | $56.8M | 179,906 | 0.57% | — |
| UNP | UNION PACIFIC | $56.7M | 226,335 | 0.57% | — |
| EXMOC | EXXON MOBIL CORP | $56.5M | 370,634 | 0.57% | — |
| REGN | REGENERON PHAR | $54.2M | 72,430 | 0.54% | — |
| CSL | CARLISLE COS INC | $46.2M | 132,345 | 0.46% | — |
| MRK | MERCK & CO INC | $40.9M | 337,029 | 0.41% | — |
| DKS | DICKS SPORTING GOODS INC | $38.8M | 182,824 | 0.39% | — |
| VLTO | VERALTO CORPORATION | $38.7M | 432,805 | 0.39% | — |
| BR | BROADRIDGE FINANCIAL SOLUTIONS | $38.2M | 252,818 | 0.38% | — |
| LLY | LILLY (ELI) & CO | $36.8M | 39,188 | 0.37% | — |
| MCD | MCDONALDS CORP | $32.4M | 106,061 | 0.32% | — |
| NKE | NIKE INC CLASS B | $30.6M | 718,819 | 0.31% | — |
| ROST | ROSS STORES INC | $28.9M | 130,760 | 0.29% | — |
| PEP | PEPSICO INC | $26.5M | 168,536 | 0.27% | — |
| ROP | ROPER INDUSTRIES INC | $23.4M | 68,223 | 0.23% | — |
| CBT | CABOT CORP | $21.3M | 286,044 | 0.21% | — |
| CRM | SALESFORCE.COM | $21.3M | 128,841 | 0.21% | — |
| TTD | TRADE DESK INC | $18.5M | 921,260 | 0.19% | — |
| AMGN | AMGEN INC | $17.7M | 50,536 | 0.18% | — |
| MSCI | MSCI INC | $16.6M | 30,965 | 0.17% | — |
| ECL | ECOLAB INC | $16.5M | 60,352 | 0.17% | — |
| ACN | ACCENTURE PLC | $16.4M | 91,149 | 0.16% | — |
| RTX | RTX CORP | $14.1M | 70,060 | 0.14% | — |
| JPM | JP MORGAN CHASE & CO | $14.1M | 45,554 | 0.14% | — |
| ALGN | ALIGN TECHNOLOGY INC | $13.3M | 76,830 | 0.13% | — |
| ABBV | ABBVIE INC | $13.1M | 63,041 | 0.13% | — |
| ANET | ARISTA NETWORKS INC | $12.9M | 87,427 | 0.13% | — |
| CVX | CHEVRON CORP | $12.8M | 67,909 | 0.13% | — |
| WSO | WATSCO INC | $12.0M | 29,416 | 0.12% | — |
| AVGO | BROADCOM INC | $11.3M | 30,529 | 0.11% | — |
| GLD | SPDR GOLD TRUST | $10.7M | 24,417 | 0.11% | — |
| ITW | ILLINOIS TOOL WORKS | $9.7M | 35,945 | 0.10% | — |
| HDB | HDFC BANK LTD-ADR | $9.6M | 358,397 | 0.10% | — |
| WMT | WAL-MART STORES INC | $8.8M | 69,422 | 0.09% | — |
| ROK | ROCKWELL AUTOMATION | $8.5M | 21,410 | 0.08% | — |
| SPY | SPDR | $8.1M | 11,961 | 0.08% | — |
| KO | COCA-COLA CO | $7.9M | 101,371 | 0.08% | — |
| DE | DEERE & CO | $7.0M | 11,513 | 0.07% | — |
| CL | COLGATE PALMOLIVE CO | $6.9M | 81,469 | 0.07% | — |
| TKR | TIMKEN CO | $6.5M | 60,521 | 0.06% | — |
| COP | CONOCOPHILLIPS INC | $6.2M | 50,358 | 0.06% | — |
| VTI | VANGUARD | $6.1M | 18,271 | 0.06% | — |
| APD | AIR PRODUCTS & CHEMICALS INC | $6.1M | 20,375 | 0.06% | — |
| NEE | NEXTERA ENERGY INC | $5.2M | 54,977 | 0.05% | — |
| CTAS | CINTAS CORP | $5.0M | 28,374 | 0.05% | — |
| CMI | CUMMINS INC | $4.6M | 7,517 | 0.05% | — |
| NSC | NORFOLK SOUTHERN CORP | $4.4M | 14,865 | 0.04% | — |
| GE | GE AEROSPACE | $4.4M | 14,271 | 0.04% | — |
| HONGBP | HONEYWELL INTL INC COM | $4.3M | 18,100 | 0.04% | — |
| CB | CHUBB LTD | $4.1M | 12,552 | 0.04% | — |
| CSCO | CISCO SYSTEMS | $4.0M | 48,733 | 0.04% | — |
| NVO | NOVO-NORDISK A/S ADR | $4.0M | 105,554 | 0.04% | — |
| NFLX | NETFLIX INC | $3.8M | 36,985 | 0.04% | — |
| DIS | WALT DISNEY PRODUCTIONS | $3.8M | 37,989 | 0.04% | — |
| STT | STATE STREET CORP | $3.8M | 26,918 | 0.04% | — |
| SPGI | S&P GLOBAL INC | $3.8M | 9,028 | 0.04% | — |
| QQQ | INVESCO | $3.7M | 6,097 | 0.04% | — |
| MS | MORGAN STANLEY | $3.6M | 20,534 | 0.04% | — |
| GLW | CORNING INC | $3.3M | 18,998 | 0.03% | — |
| VIG | VANGUARD | $3.2M | 14,490 | 0.03% | — |
| ISRG | INTUITIVE SURGICAL INC | $3.1M | 6,956 | 0.03% | — |
| IBM | INTL BUSINESS MACHINES CORP | $3.1M | 13,546 | 0.03% | — |
| HASI | HA SUSTAINABLE | $3.1M | 79,596 | 0.03% | — |
| BRK/A | BERKSHIRE HATHAWAY INC | $2.9M | 4 | 0.03% | — |
| INTC | INTEL CORP | $2.8M | 44,366 | 0.03% | — |
| COF | CAPITAL ONE FINANCIAL | $2.7M | 14,050 | 0.03% | — |
| VOO | VANGUARD | $2.7M | 4,247 | 0.03% | — |
| MDY | SPDR | $2.6M | 4,093 | 0.03% | — |
| BAC | BANK OF AMERICA CORP | $2.5M | 47,702 | 0.03% | — |
| UL | UNILEVER PLC SPONSORED ADR | $2.5M | 42,691 | 0.02% | — |
| BKNG | BOOKING HOLDINGS INC | $2.4M | 14,100 | 0.02% | — |
| LMT | LOCKHEED MARTIN CORP | $2.4M | 3,923 | 0.02% | — |
| PAYX | PAYCHEX INC | $2.4M | 28,095 | 0.02% | — |
| GEV | GE VERNOVA INC | $2.4M | 2,420 | 0.02% | — |
| EW | EDWARDS LIFESCIENCE CORP | $2.3M | 29,737 | 0.02% | — |
| IWF | ISHARES | $2.2M | 4,858 | 0.02% | — |
| VMI | VALMONT INDUSTRIES INC | $2.1M | 4,930 | 0.02% | — |
| GIL | GILDAN ACTIVEWEAR INC | $2.1M | 36,220 | 0.02% | — |
| AAEQ | ALPHA ARCHITECT | $2.1M | 43,122 | 0.02% | — |
| FDS | FACTSET RESEARCH SYSTEMS INC | $2.1M | 9,750 | 0.02% | — |
| IWO | ISHARES | $2.0M | 6,088 | 0.02% | — |
| IVV | ISHARES | $2.0M | 2,955 | 0.02% | — |
| TSLA | TESLA MOTORS INC | $2.0M | 5,742 | 0.02% | — |
| JKHY | JACK HENRY & ASSOCIATES INC | $1.9M | 12,899 | 0.02% | — |
| ZTS | ZOETIS INC | $1.8M | 15,266 | 0.02% | — |
| GNRC | GENERAC HOLDINGS INC | $1.8M | 8,655 | 0.02% | — |
| AXP | AMERICAN EXPRESS CO | $1.8M | 5,600 | 0.02% | — |
| TDG | TRANSDIGM GROUP INC COM | $1.7M | 1,420 | 0.02% | — |
| VRTX | VERTEX PHARMACEUTICALS | $1.7M | 3,857 | 0.02% | — |
| PFE | PFIZER | $1.6M | 61,211 | 0.02% | — |
| HSY | THE HERSHEY COMPANY | $1.6M | 8,039 | 0.02% | — |
| ABNB | AIRBNB INC CL A | $1.6M | 12,527 | 0.02% | — |
| IWD | ISHARES | $1.6M | 7,245 | 0.02% | — |
| VUSB | VANGUARD | $1.6M | 31,460 | 0.02% | — |
| LIN | LINDE PLC | $1.5M | 2,967 | 0.01% | — |
| OZK | BANK OZK | $1.5M | 30,930 | 0.01% | — |
| SHEL | ROYAL DUTCH SHELL PLC | $1.5M | 16,059 | 0.01% | — |
| MELI | MERCADOLIBRE INC | $1.5M | 826 | 0.01% | — |
| BX | THE BLACKSTONE GROUP INC | $1.4M | 12,457 | 0.01% | — |
| SYY | SYSCO CORP | $1.4M | 19,504 | 0.01% | — |
| CAT | CATERPILLAR INC | $1.4M | 1,785 | 0.01% | — |
| KKR | KKR & CO | $1.4M | 15,453 | 0.01% | — |
| AMD | ADVANCE MICRO DEVICES | $1.4M | 5,611 | 0.01% | — |
| TXN | TEXAS INSTRUMENTS INC | $1.3M | 5,871 | 0.01% | — |
| EMR | EMERSON ELECTRIC CO | $1.2M | 8,671 | 0.01% | — |
| AER | AERCAP HOLDINGS NV | $1.2M | 8,440 | 0.01% | — |
| VZ | VERIZON | $1.2M | 26,228 | 0.01% | — |
| RNR | RENAISSANCERE HOLDINGS LTD | $1.2M | 3,960 | 0.01% | — |
| VEA | VANGUARD | $1.2M | 17,496 | 0.01% | — |
This table is the 150 largest positions by value, out of 560 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA (CIK 932974, accession 0000932974-26-000003). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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