§ 13F · FUND PROFILE
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $11.4B (13F)Positions · 628Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 2.88M | $914M | 9.2% | −3% |
| 2 | MA | MASTERCARD INC | 1.37M | $685M | 6.9% | ±0% |
| 3 | MSFT | MICROSOFT CORP | 1.84M | $681M | 6.8% | ±0% |
| 4 | AMZN | AMAZON.COM | 2.24M | $534M | 5.3% | +2% |
| 5 | SYK | STRYKER CORP | 1.14M | $388M | 3.9% | ±0% |
| 6 | AAPL | APPLE INC | 1.43M | $372M | 3.7% | +1% |
| 7 | INTU | INTUIT | 1.01M | $355M | 3.6% | +8% |
| 8 | NVDA | NVIDIA CORP | 1.81M | $342M | 3.4% | +4% |
| 9 | TJX | TJX COMPANIES INC | 2.10M | $340M | 3.4% | −2% |
| 10 | DHR | DANAHER CORP SHS BEN INT | 1.65M | $313M | 3.1% | ±0% |
§ 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 $11.4 billion in assets. The fund runs a broad portfolio of 628 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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