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LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
hedge fundUpdated 13 days agoManaged by Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma • Latest filing Q3 2026
Portfolio value
$10.8B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-2.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $11B |
| Q1 2026 | $10B |
| Q2 2026 | $10.3B |
| Q3 2026 | $10.8B |
Top holdings
660 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $957.5M | 2.78M | 8.83% | Added(+43279.3%) | |
| 2 | $936.7M | 1.83M | 8.64% | Added(+29450.4%) | |
| 3 | $753M | 1.37M | 6.95% | Added(+33465.9%) | |
| 4 | $554M | 2.22M | 5.11% | Added(+36954.6%) | |
| 5 | $475.9M | 1.43M | 4.39% | Added(+109830.0%) | |
| 6 | $435.5M | 1.91M | 4.02% | Added(+48716.8%) | |
| 7 | $368.8M | 1.66M | 3.40% | Added(+34654.9%) | |
| 8 | $317.6M | 1.15M | 2.93% | Added(+36373.6%) | |
| 9 | $305.8M | 453.0K | 2.82% | Added(+55213.6%) | |
| 10 | $280.5M | 1.02M | 2.59% | Added(+35285.8%) | |
| 11 | $268.8M | 2.03M | 2.48% | Added(+84737.4%) | |
| 12 | $233.1M | 1.74M | 2.15% | Added(+33843.3%) | |
| 13 | $228.3M | 961.1K | 2.11% | Added(+17373.9%) | |
| 14 | $224.5M | 624.8K | 2.07% | Added(+81462.3%) | |
| 15 | $217.8M | 762.9K | 2.01% | Added(+55912.1%) | |
| 16 | $212.8M | 233.7K | 1.96% | Added(+39852.0%) | |
| 17 | $201.2M | 277.5K | 1.86% | Added(+330216.7%) | |
| 18 | $194.4M | 203.5K | 1.79% | Added(+50770.8%) | |
| 19 | $191.7M | 1.39M | 1.77% | Added(+16464.0%) | |
| 20 | $173.8M | 1.06M | 1.60% | Added(+28352.7%) |