Home/Smart Money/LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
§ 13F · FUND PROFILE

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $11315.0T (13F)Positions · 619Turnover · · Q4Filed · Jan 28, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$7.4T deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED JAN 28, 2026
#TickerNameShares$ value% portΔ Q4
1GOOGLALPHABET INC2.96M$991.4T9.0%
2MSFTMICROSOFT CORP1.83M$881.1T8.0%
3MAMASTERCARD INC1.38M$716.4T6.5%±0%
4AMZNAMAZON.COM2.19M$536.0T4.9%±0%
5INTUINTUIT939K$512.1T4.6%+2%
6SYKSTRYKER CORP1.15M$407.6T3.7%
7DHRDANAHER CORP SHS BEN INT1.65M$389.4T3.5%
8AAPLAPPLE INC1.42M$365.9T3.3%
9TMOTHERMO FISHER SCIENTIFIC INC538K$335.7T3.0%−1%
10NVDANVIDIA CORP1.74M$327.2T3.0%−1%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE LORING SIGNAL

AC read

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA is a Other fund managing $11315019.8 trillion in assets. The fund runs a broad portfolio of 619 positions.

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed