Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma Portfolio Stock Holdings
Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma disclosed 560 stock positions valued at approximately $10.0 billion in its latest SEC 13F filing. The largest holdings include ALPHABET INC, MASTERCARD INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 560
- Portfolio Value
- $10.0B
Holdings by Sector
Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma Portfolio Holdings in Q1 2026
545 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 9.18% | 2,888,321 | -85,112 | -2.86% | $916,291,237 |
| MASTERCARD INC | MA | Financial Services | 6.89% | 1,379,038 | -3,917 | -0.28% | $687,670,673 |
| MICROSOFT CORP | MSFT | Technology | 6.85% | 1,842,719 | +1,448 | +0.08% | $683,409,087 |
| AMAZON.COM | AMZN | Consumer Cyclical | 5.36% | 2,244,798 | +47,040 | +2.14% | $535,114,811 |
| STRYKER CORP | SYK | Healthcare | 3.90% | 1,148,633 | -5,130 | -0.44% | $389,558,897 |
| APPLE INC | AAPL | Technology | 3.73% | 1,428,525 | +10,611 | +0.75% | $372,102,055 |
| INTUIT | INTU | Technology | 3.57% | 1,013,921 | +71,214 | +7.55% | $355,825,528 |
| NVIDIA CORP | NVDA | Technology | 3.43% | 1,816,826 | +76,507 | +4.40% | $342,707,950 |
| TJX COMPANIES INC | TJX | Consumer Cyclical | 3.42% | 2,110,101 | -52,707 | -2.44% | $340,992,086 |
| DANAHER CORP SHS BEN INT | DHR | Healthcare | 3.15% | 1,659,664 | +615 | +0.04% | $314,688,839 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 2.64% | 531,221 | -8,402 | -1.56% | $263,543,886 |
| COSTCO WHOLESALE CORP NEW | COST | Consumer Defensive | 2.39% | 238,385 | -5,334 | -2.19% | $238,019,762 |
| AMERICAN TOWER CORP | AMT | Real Estate | 2.19% | 1,216,494 | -72,226 | -5.60% | $218,105,578 |
| PARKER-HANNIFIN CORP | PH | Industrials | 2.02% | 204,952 | -2,152 | -1.04% | $201,719,930 |
| NXP SEMICONDUCTORS | N6596X109 | Other | 1.98% | 967,587 | +588 | +0.06% | $197,745,882 |
| EOG RESOURCES | EOG | Energy | 1.90% | 1,389,668 | -9,332 | -0.67% | $189,258,637 |
| VISA INC | V | Financial Services | 1.82% | 594,986 | +9,985 | +1.71% | $181,090,213 |
| META PLATFORMS INC CL A | META | Communication Services | 1.67% | 264,570 | +10,880 | +4.29% | $166,642,097 |
| ABBOTT LABORATORIES | ABT | Healthcare | 1.62% | 1,614,049 | -32,721 | -1.99% | $161,889,435 |
| CANADIAN NATIONAL RAILWAY | CNI | Industrials | 1.40% | 1,272,014 | -33,376 | -2.56% | $140,035,977 |
| FISERV INC | FI | Technology | 1.40% | 2,496,505 | -135,900 | -5.16% | $140,029,035 |
| SERVICENOW INC | NOW | Technology | 1.40% | 1,683,979 | +94,271 | +5.93% | $139,770,457 |
| SYNOPSYS INC | SNPS | Technology | 1.27% | 323,454 | +28,992 | +9.85% | $126,871,301 |
| AUTOMATIC DATA PROCESSING | ADP | Technology | 1.15% | 605,915 | -16,884 | -2.71% | $114,390,717 |
| BERKSHIRE HATHAWAY INC | BRK-B | Financial Services | 1.12% | 233,103 | +14,902 | +6.83% | $111,866,057 |
| VEEVA SYSTEMS INC | VEEV | Healthcare | 1.11% | 734,477 | +69,038 | +10.37% | $111,221,905 |
| CHURCH & DWIGHT CO | CHD | Consumer Defensive | 1.05% | 1,096,718 | -46,659 | -4.08% | $104,649,011 |
| PAYCOM SOFTWARE INC | PAYC | Technology | 0.88% | 769,647 | -91,865 | -10.66% | $87,424,295 |
| QUALCOMM INC | QCOM | Technology | 0.85% | 663,893 | +22,755 | +3.55% | $85,018,228 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.83% | 245,535 | -4,836 | -1.93% | $82,828,596 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.82% | 847,946 | -26,602 | -3.04% | $81,911,489 |
| ASM LITHOGRAPHY HLDG N V | ASML | Other | 0.80% | 54,328 | +1,066 | +2.00% | $80,311,994 |
| LOWES COMPANIES | LOW | Consumer Cyclical | 0.77% | 312,897 | -4,721 | -1.49% | $76,415,751 |
| PHILIP MORRIS INTERNATIONAL | PM | Consumer Defensive | 0.76% | 474,088 | -12,262 | -2.52% | $76,067,500 |
| ANALOG DEVICES CORP | ADI | Technology | 0.71% | 201,613 | +4,192 | +2.12% | $70,592,793 |
| IDEXX LABS | IDXX | Healthcare | 0.69% | 122,304 | -1,741 | -1.40% | $68,857,502 |
| O'REILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.68% | 724,600 | -4,124 | -0.57% | $67,395,080 |
| ADOBE SYSTEMS INC | ADBE | Technology | 0.62% | 272,948 | -166,284 | -37.86% | $61,508,942 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.61% | 256,261 | -5,942 | -2.27% | $61,108,023 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.60% | 414,454 | -2,833 | -0.68% | $60,162,143 |
| WEX INC | WEX | Technology | 0.60% | 375,110 | -32,905 | -8.06% | $59,751,161 |
| ALPHABET INC | GOOG | Communication Services | 0.57% | 179,906 | -4,210 | -2.29% | $56,799,915 |
| UNION PACIFIC | UNP | Industrials | 0.57% | 226,335 | -6,060 | -2.61% | $56,699,198 |
| EXXON MOBIL CORP | XOM | Energy | 0.57% | 370,634 | +1,330 | +0.36% | $56,525,399 |
| REGENERON PHAR | REGN | Healthcare | 0.54% | 72,430 | -14,545 | -16.72% | $54,240,724 |
| CARLISLE COS INC | CSL | Industrials | 0.46% | 132,345 | +31,168 | +30.81% | $46,224,154 |
| MERCK & CO INC | MRK | Healthcare | 0.41% | 337,029 | -7,979 | -2.31% | $40,922,049 |
| DICKS SPORTING GOODS INC | DKS | Consumer Cyclical | 0.39% | 182,824 | +27,118 | +17.42% | $38,842,817 |
| VERALTO CORPORATION | VLTO | Industrials | 0.39% | 432,805 | -8,913 | -2.02% | $38,736,259 |
| BROADRIDGE FINANCIAL SOLUTIONS | BR | Technology | 0.38% | 252,818 | -2,169 | -0.85% | $38,205,889 |
| LILLY (ELI) & CO | LLY | Healthcare | 0.37% | 39,188 | +25,865 | +194.14% | $36,815,936 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.32% | 106,061 | -4,499 | -4.07% | $32,420,722 |
| NIKE INC CLASS B | NKE | Consumer Cyclical | 0.31% | 718,819 | -6,618 | -0.91% | $30,636,103 |
| ROSS STORES INC | ROST | Consumer Cyclical | 0.29% | 130,760 | -4,123 | -3.06% | $28,918,882 |
| PEPSICO INC | PEP | Consumer Defensive | 0.27% | 168,536 | -7,831 | -4.44% | $26,470,225 |
| ROPER INDUSTRIES INC | ROP | Technology | 0.23% | 68,223 | -50,180 | -42.38% | $23,410,438 |
| CABOT CORP | CBT | Basic Materials | 0.21% | 286,044 | - | - | $21,344,603 |
| SALESFORCE.COM | CRM | Technology | 0.21% | 128,841 | -31,859 | -19.83% | $21,253,610 |
| TRADE DESK INC | TTD | Technology | 0.19% | 921,260 | -278,884 | -23.24% | $18,508,158 |
| AMGEN INC | AMGN | Healthcare | 0.18% | 50,536 | -1,494 | -2.87% | $17,739,152 |
| MSCI INC | MSCI | Financial Services | 0.17% | 30,965 | - | - | $16,612,102 |
| ECOLAB INC | ECL | Basic Materials | 0.17% | 60,352 | +16,360 | +37.19% | $16,493,604 |
| ACCENTURE PLC | ACN | Technology | 0.16% | 91,149 | -4,396 | -4.60% | $16,363,995 |
| RTX CORP | RTX | Industrials | 0.14% | 70,060 | -1,112 | -1.56% | $14,121,295 |
| JP MORGAN CHASE & CO | JPM | Financial Services | 0.14% | 45,554 | -26,870 | -37.10% | $14,115,824 |
| ALIGN TECHNOLOGY INC | ALGN | Healthcare | 0.13% | 76,830 | -34,644 | -31.08% | $13,302,352 |
| ABBVIE INC | ABBV | Healthcare | 0.13% | 63,041 | -1,337 | -2.08% | $13,108,751 |
| ARISTA NETWORKS INC | ANET | Other | 0.13% | 87,427 | -16,520 | -15.89% | $12,882,372 |
| CHEVRON CORP | CVX | Energy | 0.13% | 67,909 | -2,127 | -3.04% | $12,804,246 |
| WATSCO INC | WSO | Industrials | 0.12% | 29,416 | -1,710 | -5.49% | $12,033,795 |
| BROADCOM INC | AVGO | Technology | 0.11% | 30,529 | +3,056 | +11.12% | $11,343,062 |
| SPDR GOLD TRUST | GLD | Other | 0.11% | 24,417 | +16,825 | +221.61% | $10,673,404 |
| ILLINOIS TOOL WORKS | ITW | Industrials | 0.10% | 35,945 | +108 | +0.30% | $9,723,841 |
| HDFC BANK LTD-ADR | HDB | Financial Services | 0.10% | 358,397 | -3,245 | -0.90% | $9,579,952 |
| WAL-MART STORES INC | WMT | Consumer Defensive | 0.09% | 69,422 | -4,926 | -6.63% | $8,800,630 |
| ROCKWELL AUTOMATION | ROK | Industrials | 0.08% | 21,410 | -667 | -3.02% | $8,478,360 |
| SPDR | SPY | Other | 0.08% | 11,961 | +853 | +7.68% | $8,127,222 |
| COCA-COLA CO | KO | Consumer Defensive | 0.08% | 101,371 | -3,899 | -3.70% | $7,853,219 |
| DEERE & CO | DE | Industrials | 0.07% | 11,513 | - | - | $6,965,365 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.07% | 81,469 | -792 | -0.96% | $6,871,098 |
| TIMKEN CO | TKR | Industrials | 0.06% | 60,521 | - | - | $6,460,618 |
| CONOCOPHILLIPS INC | COP | Energy | 0.06% | 50,358 | -56 | -0.11% | $6,171,373 |
| VANGUARD | VTI | Other | 0.06% | 18,271 | -1,065 | -5.51% | $6,121,699 |
| AIR PRODUCTS & CHEMICALS INC | APD | Basic Materials | 0.06% | 20,375 | -500 | -2.40% | $6,086,219 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.05% | 54,977 | +1,160 | +2.16% | $5,172,238 |
| CINTAS CORP | CTAS | Industrials | 0.05% | 28,374 | - | - | $4,963,465 |
| CUMMINS INC | CMI | Industrials | 0.05% | 7,517 | - | - | $4,631,525 |
| NORFOLK SOUTHERN CORP | NSC | Industrials | 0.04% | 14,865 | -150 | -1.00% | $4,404,342 |
| GE AEROSPACE | GE | Industrials | 0.04% | 14,271 | - | - | $4,400,463 |
| HONEYWELL INTL INC COM | HON | Industrials | 0.04% | 18,100 | -75 | -0.41% | $4,254,225 |
| CHUBB LTD | CB | Financial Services | 0.04% | 12,552 | - | - | $4,115,926 |
| CISCO SYSTEMS | CSCO | Technology | 0.04% | 48,733 | +769 | +1.60% | $4,006,831 |
| NOVO-NORDISK A/S ADR | NVO | Healthcare | 0.04% | 105,554 | -1,844 | -1.72% | $3,960,386 |
| NETFLIX INC | NFLX | Communication Services | 0.04% | 36,985 | +1,615 | +4.57% | $3,809,826 |
| WALT DISNEY PRODUCTIONS | DIS | Communication Services | 0.04% | 37,989 | -7,821 | -17.07% | $3,767,372 |
| STATE STREET CORP | STT | Financial Services | 0.04% | 26,918 | - | - | $3,752,908 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.04% | 9,028 | +345 | +3.97% | $3,750,412 |
| INVESCO | QQQ | Other | 0.04% | 6,097 | - | - | $3,725,694 |
| MORGAN STANLEY | MS | Financial Services | 0.04% | 20,534 | +432 | +2.15% | $3,647,660 |
| CORNING INC | GLW | Technology | 0.03% | 18,998 | -614 | -3.13% | $3,253,218 |