LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

hedge fundUpdated 42 days ago

Managed by Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma • Latest filing Q2 2026

Portfolio value

$10.3B

Q2 2026

Filings

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

5.2%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table

Period	Portfolio value
Q1 2023	$8.7B
Q2 2023	$9.4B
Q3 2023	$8.9B
Q4 2023	$10.1B
Q1 2024	$10.1B
Q2 2024	$10.9B
Q3 2024	$11.2B
Q4 2024	$11.6B
Q1 2025	$10.3B
Q2 2025	$11.3B
Q3 2025	$11.4B
Q4 2025	$11B
Q1 2026	$10B
Q2 2026	$10.3B

Top holdings

660 positions as of Q2 2026

View filing

#	Stock	Value	Shares	% Portfolio	Change
1	G GOOGN ALPHABET INC	$1B	2.81M	9.75%	Added(+43064.5%)
2	M MA MASTERCARD INC	$705.6M	1.37M	6.85%	Added(+33671.2%)
3	M MSFT MICROSOFT CORP	$686.6M	1.84M	6.66%	Added(+29684.9%)
4	A AMZN AMAZON.COM	$534.3M	2.24M	5.19%	Added(+37259.5%)
5	A AAPL APPLE INC	$418.1M	1.44M	4.06%	Added(+111036.6%)
6	N NVDA NVIDIA CORP	$379.6M	1.90M	3.68%	Added(+48465.3%)
7	S SYK STRYKER CORP	$362.4M	1.15M	3.52%	Added(+37889.6%)
8	D DHR DANAHER CORP SHS BEN INT	$318.3M	1.67M	3.09%	Added(+34781.7%)
9	T TJX TJX COMPANIES INC	$309.8M	2.04M	3.01%	Added(+81854.2%)
10	I INTU INTUIT	$270.5M	1.04M	2.63%	Added(+37938.8%)
11	N NXPI NXP SEMICONDUCTORS	$266M	946.4K	2.58%	Added(+16799.2%)
12	T TMO THERMO FISHER SCIENTIFIC INC	$245.7M	490.1K	2.38%	Added(+59745.4%)
13	C COST COSTCO WHOLESALE CORP NEW	$218.3M	233.4K	2.12%	Added(+39798.5%)
14	V V VISA INC	$207.8M	605.6K	2.02%	Added(+78954.1%)
15	P PH PARKER-HANNIFIN CORP	$199.9M	204.4K	1.94%	Added(+50994.3%)
16	A AMT AMERICAN TOWER CORP	$184.4M	1.13M	1.79%	Added(+29132.7%)
17	E EOG EOG RESOURCES	$180.4M	1.39M	1.75%	Added(+16453.1%)
18	N NOW SERVICENOW INC	$172.7M	1.74M	1.68%	Added(+33833.8%)
19	S SNPS SYNOPSYS INC	$156.6M	351.0K	1.52%	Added(+117303.0%)
20	M META META PLATFORMS INC CL A	$154.4M	274.2K	1.50%	Added(+326275.0%)

1.GOOGN

ALPHABET INC

+43064.5%

Value

$1B

2.81M

% Port

9.75%

2.MA

MASTERCARD INC

+33671.2%

Value

$705.6M

1.37M

% Port

6.85%

3.MSFT

MICROSOFT CORP

+29684.9%

Value

$686.6M

1.84M

% Port

6.66%

4.AMZN

AMAZON.COM

+37259.5%

Value

$534.3M

2.24M

% Port

5.19%

5.AAPL

APPLE INC

+111036.6%

Value

$418.1M

1.44M

% Port

4.06%

6.NVDA

NVIDIA CORP

+48465.3%

Value

$379.6M

1.90M

% Port

3.68%

7.SYK

STRYKER CORP

+37889.6%

Value

$362.4M

1.15M

% Port

3.52%

8.DHR

DANAHER CORP SHS BEN INT

+34781.7%

Value

$318.3M

1.67M

% Port

3.09%

9.TJX

TJX COMPANIES INC

+81854.2%

Value

$309.8M

2.04M

% Port

3.01%

10.INTU

INTUIT

+37938.8%

Value

$270.5M

1.04M

% Port

2.63%

11.NXPI

NXP SEMICONDUCTORS

+16799.2%

Value

$266M

946.4K

% Port

2.58%

12.TMO

THERMO FISHER SCIENTIFIC INC

+59745.4%

Value

$245.7M

490.1K

% Port

2.38%

13.COST

COSTCO WHOLESALE CORP NEW

+39798.5%

Value

$218.3M

233.4K

% Port

2.12%

14.V

VISA INC

+78954.1%

Value

$207.8M

605.6K

% Port

2.02%

15.PH

PARKER-HANNIFIN CORP

+50994.3%

Value

$199.9M

204.4K

% Port

1.94%

16.AMT

AMERICAN TOWER CORP

+29132.7%

Value

$184.4M

1.13M

% Port

1.79%

17.EOG

EOG RESOURCES

+16453.1%

Value

$180.4M

1.39M

% Port

1.75%

18.NOW

SERVICENOW INC

+33833.8%

Value

$172.7M

1.74M

% Port

1.68%

19.SNPS

SYNOPSYS INC

+117303.0%

Value

$156.6M

351.0K

% Port

1.52%

20.META

META PLATFORMS INC CL A

+326275.0%

Value

$154.4M

274.2K

% Port

1.50%

View full portfolio (660 holdings) →

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