Loring Wolcott & Coolidge Fiduciary Advisors
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$9.98B
Q ending 2026-03-31
Prior quarter
$11.03B
Q ending 2025-12-31
Change
-9.6% QoQ · -2.9% YoY
Positions
560
reported holdings
Largest positions
Top 100 of 560 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet Inc | GOOGL | Shares | $916.3M | 2.9M |
| Mastercard Inc | MA | Shares | $687.7M | 1.4M |
| Microsoft Corp | MSFT | Shares | $683.4M | 1.8M |
| Amazon.Com | AMZN | Shares | $535.1M | 2.2M |
| Stryker Corp | SYK | Shares | $389.6M | 1.1M |
| Apple Inc | AAPL | Shares | $372.1M | 1.4M |
| Intuit | INTU | Shares | $355.8M | 1.0M |
| Nvidia Corp | NVDA | Shares | $342.7M | 1.8M |
| Tjx Companies Inc | TJX | Shares | $341.0M | 2.1M |
| Danaher Corp Shs Ben Int | DHR | Shares | $314.7M | 1.7M |
| Thermo Fisher Scientific Inc | TMO | Shares | $263.5M | 531K |
| Costco Wholesale Corp New | COST | Shares | $238.0M | 238K |
| American Tower Corp | AMT | Shares | $218.1M | 1.2M |
| Parker-Hannifin Corp | PH | Shares | $201.7M | 205K |
| Nxp Semiconductors | Shares | $197.7M | 968K | |
| Eog Resources | EOG | Shares | $189.3M | 1.4M |
| Visa Inc | V | Shares | $181.1M | 595K |
| Meta Platforms Inc Cl A | META | Shares | $166.6M | 265K |
| Abbott Laboratories | ABT | Shares | $161.9M | 1.6M |
| Canadian National Railway | CNI | Shares | $140.0M | 1.3M |
| Fiserv Inc | FISV | Shares | $140.0M | 2.5M |
| Servicenow Inc | NOW | Shares | $139.8M | 1.7M |
| Synopsys Inc | SNPS | Shares | $126.9M | 323K |
| Automatic Data Processing | ADP | Shares | $114.4M | 606K |
| Berkshire Hathaway Inc | BRK/B | Shares | $111.9M | 233K |
| Veeva Systems Inc | VEEV | Shares | $111.2M | 734K |
| Church & Dwight Co | CHD | Shares | $104.6M | 1.1M |
| Paycom Software Inc | PAYC | Shares | $87.4M | 770K |
| Qualcomm Inc | QCOM | Shares | $85.0M | 664K |
| Home Depot Inc | HD | Shares | $82.8M | 246K |
| Starbucks Corp | SBUX | Shares | $81.9M | 848K |
| Asm Lithography Hldg N V | Shares | $80.3M | 54K | |
| Lowes Companies | LOW | Shares | $76.4M | 313K |
| Philip Morris International | PM | Shares | $76.1M | 474K |
| Analog Devices Corp | ADI | Shares | $70.6M | 202K |
| Idexx Labs | IDXX | Shares | $68.9M | 122K |
| O'Reilly Automotive Inc | ORLY | Shares | $67.4M | 725K |
| Adobe Systems Inc | ADBE | Shares | $61.5M | 273K |
| Johnson & Johnson | JNJ | Shares | $61.1M | 256K |
| Procter & Gamble Co | PG | Shares | $60.2M | 414K |
| Wex Inc | WEX | Shares | $59.8M | 375K |
| Alphabet Inc | GOOG | Shares | $56.8M | 180K |
| Union Pacific | UNP | Shares | $56.7M | 226K |
| Exxon Mobil Corp | XOM | Shares | $56.5M | 371K |
| Regeneron Phar | REGN | Shares | $54.2M | 72K |
| Carlisle Cos Inc | CSL | Shares | $46.2M | 132K |
| Merck & Co Inc | MRK | Shares | $40.9M | 337K |
| Dicks Sporting Goods Inc | DKS | Shares | $38.8M | 183K |
| Veralto Corporation | VLTO | Shares | $38.7M | 433K |
| Broadridge Financial Solutions | BR | Shares | $38.2M | 253K |
| Lilly (Eli) & Co | LLY | Shares | $36.8M | 39K |
| Mcdonalds Corp | MCD | Shares | $32.4M | 106K |
| Nike Inc Class B | NKE | Shares | $30.6M | 719K |
| Ross Stores Inc | ROST | Shares | $28.9M | 131K |
| Pepsico Inc | PEP | Shares | $26.5M | 169K |
| Roper Industries Inc | ROP | Shares | $23.4M | 68K |
| Cabot Corp | CBT | Shares | $21.3M | 286K |
| Salesforce.Com | CRM | Shares | $21.3M | 129K |
| Trade Desk Inc | TTD | Shares | $18.5M | 921K |
| Amgen Inc | AMGN | Shares | $17.7M | 51K |
| Msci Inc | MSCI | Shares | $16.6M | 31K |
| Ecolab Inc | ECL | Shares | $16.5M | 60K |
| Accenture Plc | Shares | $16.4M | 91K | |
| Rtx Corp | RTX | Shares | $14.1M | 70K |
| Jp Morgan Chase & Co | JPM | Shares | $14.1M | 46K |
| Align Technology Inc | ALGN | Shares | $13.3M | 77K |
| Abbvie Inc | ABBV | Shares | $13.1M | 63K |
| Arista Networks Inc | ANET | Shares | $12.9M | 87K |
| Chevron Corp | CVX | Shares | $12.8M | 68K |
| Watsco Inc | WSO | Shares | $12.0M | 29K |
| Broadcom Inc | AVGO | Shares | $11.3M | 31K |
| Spdr Gold Trust | GLD | Shares | $10.7M | 24K |
| Illinois Tool Works | ITW | Shares | $9.7M | 36K |
| Hdfc Bank Ltd-Adr | HDB | Shares | $9.6M | 358K |
| Wal-Mart Stores Inc | WMT | Shares | $8.8M | 69K |
| Rockwell Automation | ROK | Shares | $8.5M | 21K |
| Spdr | SPY | Shares | $8.1M | 12K |
| Coca-Cola Co | KO | Shares | $7.9M | 101K |
| Deere & Co | DE | Shares | $7.0M | 12K |
| Colgate Palmolive Co | CL | Shares | $6.9M | 81K |
| Timken Co | TKR | Shares | $6.5M | 61K |
| Conocophillips Inc | COP | Shares | $6.2M | 50K |
| Vanguard | VTI | Shares | $6.1M | 18K |
| Air Products & Chemicals Inc | APD | Shares | $6.1M | 20K |
| Nextera Energy Inc | NEE | Shares | $5.2M | 55K |
| Cintas Corp | CTAS | Shares | $5.0M | 28K |
| Cummins Inc | CMI | Shares | $4.6M | 8K |
| Norfolk Southern Corp | NSC | Shares | $4.4M | 15K |
| Ge Aerospace | GE | Shares | $4.4M | 14K |
| Honeywell Intl Inc Com | HONGBP | Shares | $4.3M | 18K |
| Chubb Ltd | Shares | $4.1M | 13K | |
| Cisco Systems | CSCO | Shares | $4.0M | 49K |
| Novo-Nordisk A/S Adr | NVO | Shares | $4.0M | 106K |
| Netflix Inc | NFLX | Shares | $3.8M | 37K |
| Walt Disney Productions | DIS | Shares | $3.8M | 38K |
| State Street Corp | STT | Shares | $3.8M | 27K |
| S&P Global Inc | SPGI | Shares | $3.8M | 9K |
| Invesco | QQQ | Shares | $3.7M | 6K |
| Morgan Stanley | MS | Shares | $3.6M | 21K |
| Corning Inc | GLW | Shares | $3.3M | 19K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.