Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma Portfolio Stock Holdings
Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma disclosed 565 stock positions valued at approximately $10.3 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 June 30, 2026 and was filed on July 30, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 565
- Portfolio Value
- $10.3B
Holdings by Sector
Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma Portfolio Holdings in Q2 2026
547 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 9.78% | 2,820,758 | -67,563 | -2.34% | $1,008,054,447 |
| MASTERCARD INC | MA | Financial Services | 6.88% | 1,379,579 | +541 | +0.04% | $708,551,201 |
| MICROSOFT CORP | MSFT | Technology | 6.69% | 1,847,490 | +4,771 | +0.26% | $689,150,809 |
| AMAZON.COM | AMZN | Consumer Cyclical | 5.20% | 2,248,322 | +3,524 | +0.16% | $535,864,965 |
| APPLE INC | AAPL | Technology | 4.06% | 1,446,076 | +17,551 | +1.23% | $418,436,428 |
| NVIDIA CORP | NVDA | Technology | 3.69% | 1,901,921 | +85,095 | +4.68% | $380,555,468 |
| STRYKER CORP | SYK | Healthcare | 3.53% | 1,154,957 | +6,324 | +0.55% | $363,626,629 |
| DANAHER CORP SHS BEN INT | DHR | Healthcare | 3.10% | 1,677,392 | +17,728 | +1.07% | $319,509,417 |
| TJX COMPANIES INC | TJX | Consumer Cyclical | 3.01% | 2,050,213 | -59,888 | -2.84% | $310,607,370 |
| INTUIT | INTU | Technology | 2.63% | 1,040,089 | +26,168 | +2.58% | $271,463,274 |
| NXP SEMICONDUCTORS | N6596X109 | Other | 2.60% | 952,055 | -15,532 | -1.61% | $267,556,158 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 2.39% | 491,482 | -39,739 | -7.48% | $246,409,232 |
| COSTCO WHOLESALE CORP NEW | COST | Consumer Defensive | 2.12% | 233,991 | -4,394 | -1.84% | $218,891,111 |
| VISA INC | V | Financial Services | 2.02% | 606,481 | +11,495 | +1.93% | $208,077,773 |
| PARKER-HANNIFIN CORP | PH | Industrials | 1.95% | 204,898 | -54 | -0.03% | $200,414,895 |
| AMERICAN TOWER CORP | AMT | Real Estate | 1.80% | 1,131,412 | -85,082 | -6.99% | $185,065,591 |
| EOG RESOURCES | EOG | Energy | 1.76% | 1,401,159 | +11,491 | +0.83% | $181,771,986 |
| SERVICENOW INC | NOW | Technology | 1.68% | 1,746,805 | +62,826 | +3.73% | $173,423,045 |
| SYNOPSYS INC | SNPS | Technology | 1.52% | 351,492 | +28,038 | +8.67% | $156,789,754 |
| META PLATFORMS INC CL A | META | Communication Services | 1.50% | 274,239 | +9,669 | +3.65% | $154,476,119 |
| CANADIAN NATIONAL RAILWAY | CNI | Industrials | 1.45% | 1,251,453 | -20,561 | -1.62% | $149,223,123 |
| ABBOTT LABORATORIES | ABT | Healthcare | 1.38% | 1,566,186 | -47,863 | -2.97% | $142,115,902 |
| VEEVA SYSTEMS INC | VEEV | Healthcare | 1.37% | 793,242 | +58,765 | +8.00% | $140,776,692 |
| AUTOMATIC DATA PROCESSING | ADP | Technology | 1.31% | 601,164 | -4,751 | -0.78% | $134,630,763 |
| ASM LITHOGRAPHY HLDG N V | ASML | Other | 1.25% | 64,926 | +10,598 | +19.51% | $129,166,341 |
| BERKSHIRE HATHAWAY INC | BRK-B | Financial Services | 1.17% | 240,375 | +7,272 | +3.12% | $120,281,151 |
| FISERV INC | FI | Technology | 1.10% | 2,302,492 | -194,013 | -7.77% | $112,937,408 |
| QUALCOMM INC | QCOM | Technology | 1.02% | 568,090 | -95,803 | -14.43% | $104,977,420 |
| CHURCH & DWIGHT CO | CHD | Consumer Defensive | 0.99% | 1,049,547 | -47,171 | -4.30% | $101,680,199 |
| PAYCOM SOFTWARE INC | PAYC | Technology | 0.89% | 726,250 | -43,397 | -5.64% | $91,275,069 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.84% | 245,398 | -137 | -0.06% | $86,546,841 |
| PHILIP MORRIS INTERNATIONAL | PM | Consumer Defensive | 0.83% | 473,423 | -665 | -0.14% | $85,647,020 |
| ANALOG DEVICES CORP | ADI | Technology | 0.82% | 213,765 | +12,152 | +6.03% | $84,901,066 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.78% | 788,650 | -59,296 | -6.99% | $80,592,070 |
| LILLY (ELI) & CO | LLY | Healthcare | 0.70% | 59,780 | +20,592 | +52.55% | $71,701,887 |
| LOWES COMPANIES | LOW | Consumer Cyclical | 0.66% | 306,171 | -6,726 | -2.15% | $67,507,662 |
| UNION PACIFIC | UNP | Industrials | 0.64% | 243,107 | +16,772 | +7.41% | $66,125,104 |
| CARLISLE COS INC | CSL | Industrials | 0.63% | 178,330 | +45,985 | +34.75% | $64,689,311 |
| O'REILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.63% | 701,277 | -23,323 | -3.22% | $64,580,627 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.62% | 252,775 | -3,486 | -1.36% | $64,197,285 |
| IDEXX LABS | IDXX | Healthcare | 0.60% | 117,195 | -5,109 | -4.18% | $61,696,464 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.59% | 417,142 | +2,688 | +0.65% | $61,169,715 |
| ALPHABET INC | GOOG | Communication Services | 0.58% | 168,603 | -11,303 | -6.28% | $59,572,502 |
| WEX INC | WEX | Technology | 0.50% | 367,338 | -7,772 | -2.07% | $51,827,629 |
| EXXON MOBIL CORP | XOM | Energy | 0.49% | 372,595 | +1,961 | +0.53% | $50,941,195 |
| DICKS SPORTING GOODS INC | DKS | Consumer Cyclical | 0.42% | 189,630 | +6,806 | +3.72% | $43,009,979 |
| MERCK & CO INC | MRK | Healthcare | 0.41% | 332,735 | -4,294 | -1.27% | $42,756,510 |
| REGENERON PHAR | REGN | Healthcare | 0.40% | 65,875 | -6,555 | -9.05% | $41,075,742 |
| VERALTO CORPORATION | VLTO | Industrials | 0.37% | 426,513 | -6,292 | -1.45% | $37,823,133 |
| ADOBE SYSTEMS INC | ADBE | Technology | 0.34% | 169,554 | -103,394 | -37.88% | $34,761,969 |
| ECOLAB INC | ECL | Basic Materials | 0.32% | 116,579 | +56,227 | +93.17% | $32,480,087 |
| BROADRIDGE FINANCIAL SOLUTIONS | BR | Technology | 0.29% | 220,545 | -32,273 | -12.77% | $30,203,700 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.28% | 104,968 | -1,093 | -1.03% | $28,373,911 |
| NIKE INC CLASS B | NKE | Consumer Cyclical | 0.27% | 674,825 | -43,994 | -6.12% | $27,701,666 |
| ROSS STORES INC | ROST | Consumer Cyclical | 0.26% | 128,214 | -2,546 | -1.95% | $27,290,359 |
| BROADCOM INC | AVGO | Technology | 0.26% | 71,156 | +40,627 | +133.08% | $26,879,230 |
| CABOT CORP | CBT | Basic Materials | 0.25% | 283,684 | -2,360 | -0.83% | $25,764,182 |
| PEPSICO INC | PEP | Consumer Defensive | 0.22% | 168,532 | -4 | -0.00% | $22,819,171 |
| AMGEN INC | AMGN | Healthcare | 0.18% | 50,038 | -498 | -0.99% | $18,119,761 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.16% | 41,112 | +34,156 | +491.03% | $16,349,421 |
| JP MORGAN CHASE & CO | JPM | Financial Services | 0.16% | 49,463 | +3,909 | +8.58% | $16,190,728 |
| ABBVIE INC | ABBV | Healthcare | 0.15% | 61,527 | -1,514 | -2.40% | $15,482,656 |
| ARISTA NETWORKS INC | ANET | Other | 0.14% | 87,427 | - | - | $14,852,101 |
| MSCI INC | MSCI | Financial Services | 0.14% | 26,140 | -4,825 | -15.58% | $14,639,444 |
| TRADE DESK INC | TTD | Technology | 0.14% | 772,656 | -148,604 | -16.13% | $13,969,621 |
| CHEVRON CORP | CVX | Energy | 0.13% | 82,059 | +14,150 | +20.84% | $13,602,100 |
| RTX CORP | RTX | Industrials | 0.13% | 69,873 | -187 | -0.27% | $13,257,004 |
| ALIGN TECHNOLOGY INC | ALGN | Healthcare | 0.11% | 64,294 | -12,536 | -16.32% | $10,843,830 |
| ROCKWELL AUTOMATION | ROK | Industrials | 0.10% | 21,550 | +140 | +0.65% | $10,668,970 |
| WATSCO INC | WSO | Industrials | 0.09% | 23,467 | -5,949 | -20.22% | $9,779,406 |
| ILLINOIS TOOL WORKS | ITW | Industrials | 0.09% | 33,870 | -2,075 | -5.77% | $9,160,822 |
| SPDR | SPY | Other | 0.09% | 12,112 | +151 | +1.26% | $9,045,095 |
| HDFC BANK LTD-ADR | HDB | Financial Services | 0.09% | 349,292 | -9,105 | -2.54% | $9,022,209 |
| COCA-COLA CO | KO | Consumer Defensive | 0.09% | 109,910 | +8,539 | +8.42% | $8,932,394 |
| ACCENTURE PLC | ACN | Technology | 0.08% | 65,832 | -25,317 | -27.78% | $8,192,137 |
| ROPER INDUSTRIES INC | ROP | Technology | 0.08% | 24,177 | -44,046 | -64.56% | $8,181,268 |
| WAL-MART STORES INC | WMT | Consumer Defensive | 0.08% | 71,995 | +2,573 | +3.71% | $8,154,156 |
| SALESFORCE.COM | CRM | Technology | 0.08% | 51,497 | -77,344 | -60.03% | $8,067,530 |
| ADVANCE MICRO DEVICES | AMD | Technology | 0.08% | 13,501 | +7,890 | +140.62% | $7,842,865 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.07% | 83,344 | +1,875 | +2.30% | $7,640,974 |
| TIMKEN CO | TKR | Industrials | 0.07% | 52,410 | -8,111 | -13.40% | $7,616,221 |
| SPDR GOLD TRUST | GLD | Other | 0.07% | 20,363 | -4,054 | -16.60% | $7,501,322 |
| DEERE & CO | DE | Industrials | 0.07% | 11,512 | -1 | -0.01% | $7,302,407 |
| CISCO SYSTEMS | CSCO | Technology | 0.06% | 55,832 | +7,099 | +14.57% | $6,558,030 |
| GE AEROSPACE | GE | Industrials | 0.06% | 17,331 | +3,060 | +21.44% | $6,477,116 |
| VANGUARD | VTI | Other | 0.06% | 17,363 | -908 | -4.97% | $6,425,005 |
| AIR PRODUCTS & CHEMICALS INC | APD | Basic Materials | 0.06% | 20,375 | - | - | $5,973,549 |
| CUMMINS INC | CMI | Industrials | 0.05% | 7,517 | - | - | $5,361,201 |
| INTEL CORP | INTC | Technology | 0.05% | 37,907 | -6,459 | -14.56% | $5,292,954 |
| CONOCOPHILLIPS INC | COP | Energy | 0.05% | 50,758 | +400 | +0.79% | $5,276,802 |
| CORNING INC | GLW | Technology | 0.05% | 19,788 | +790 | +4.16% | $5,054,449 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.05% | 56,562 | +1,585 | +2.88% | $4,964,447 |
| CINTAS CORP | CTAS | Industrials | 0.05% | 27,802 | -572 | -2.02% | $4,728,564 |
| STATE STREET CORP | STT | Financial Services | 0.04% | 26,533 | -385 | -1.43% | $4,499,997 |
| INVESCO | QQQ | Other | 0.04% | 6,097 | - | - | $4,489,830 |
| CHUBB LTD | CB | Financial Services | 0.04% | 12,480 | -72 | -0.57% | $4,252,438 |
| MORGAN STANLEY | MS | Financial Services | 0.04% | 20,049 | -485 | -2.36% | $4,191,043 |
| INTL BUSINESS MACHINES CORP | IBM | Technology | 0.04% | 13,946 | +400 | +2.95% | $3,921,755 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.04% | 9,028 | - | - | $3,676,744 |
| WALT DISNEY PRODUCTIONS | DIS | Communication Services | 0.04% | 38,133 | +144 | +0.38% | $3,670,305 |