Fund HoldingsLORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Total Portfolio Value
$9.98B
Total Bought
$729.82M
Total Sold
$749.10M
Net Transaction
-$19.28M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EOG RESOURCES(EOG)01,389,668+1,389,6680189,2591.90%+189,259
LILLY (ELI) & CO(LLY)13,32339,188+25,86513,84936,8160.37%+22,967
TJX COMPANIES INC(TJX)2,162,8082,110,101-52,707320,117340,9923.42%+20,875
NVIDIA CORP(NVDA)1,740,3191,816,826+76,507328,085342,7083.43%+14,623
CARLISLE COS INC(CSL)101,177132,345+31,16835,01746,2240.46%+11,207
ANALOG DEVICES CORP(ADI)197,421201,613+4,19259,98270,5930.71%+10,610
PARKER-HANNIFIN CORP(PH)207,104204,952-2,152191,772201,7202.02%+9,948
CANADIAN NATIONAL RAILWAY(CNI)01,272,014+1,272,0140140,0361.40%+140,036
BERKSHIRE HATHAWAY INC0233,103+233,1030111,8661.12%+111,866
SPDR GOLD TRUST(GLD)7,59224,417+16,8253,61510,6730.11%+7,059
DICKS SPORTING GOODS INC(DKS)0182,824+182,824038,8430.39%+38,843
EXXON MOBIL CORP369,304370,634+1,33050,53256,5250.57%+5,994
APPLE INC(AAPL)01,428,525+1,428,5250372,1023.73%+372,102
ECOLAB INC(ECL)060,352+60,352016,4940.17%+16,494
ROSS STORES INC(ROST)134,883130,760-4,12325,08828,9190.29%+3,831
MERCK & CO INC(MRK)345,008337,029-7,97937,23340,9220.41%+3,689
ASM LITHOGRAPHY HLDG N V
N Y REGISTRY SHS
53,26254,328+1,06677,47480,3120.80%+2,838
UNION PACIFIC(UNP)232,395226,335-6,06054,04456,6990.57%+2,656
JOHNSON & JOHNSON(JNJ)262,203256,261-5,94258,84961,1080.61%+2,259
BROADCOM INC(AVGO)030,529+30,529011,3430.11%+11,343
LOCKHEED MARTIN CORP(LMT)03,923+3,92302,4080.02%+2,408
COSTCO WHOLESALE CORP NEW(COST)243,719238,385-5,334236,476238,0202.39%+1,544
BANK OZK(OZK)030,930+30,93001,4830.01%+1,483
CONOCOPHILLIPS INC(COP)050,358+50,35806,1710.06%+6,171
CORNING INC(GLW)19,61218,998-6142,1523,2530.03%+1,101
DEERE & CO(DE)11,51311,51305,9776,9650.07%+988
CHEVRON CORP(CVX)70,03667,909-2,12711,84012,8040.13%+965
CABOT CORP(CBT)286,044286,044020,46921,3450.21%+875
SUNBELT RENTAL HOLDINGS INC(SUNB)011,960+11,96008150.01%+815
NETFLIX INC(NFLX)036,985+36,98503,8100.04%+3,810
TIMKEN CO(TKR)60,52160,52105,6826,4610.06%+778
GE VERNOVA INC(GEV)2,4202,42001,6762,3990.02%+723
INTEL CORP(INTC)044,366+44,36602,7680.03%+2,768
AIR PRODUCTS & CHEMICALS INC020,375+20,37506,0860.06%+6,086
HA SUSTAINABLE(HASI)71,62179,596+7,9752,4623,0980.03%+636
NEXTERA ENERGY INC(NEE)53,81754,977+1,1604,6905,1720.05%+482
ILLINOIS TOOL WORKS(ITW)035,945+35,94509,7240.10%+9,724
SPDR(SPY)11,10811,961+8537,7268,1270.08%+402
CHUBB LTD
COM
12,55212,55203,7844,1160.04%+332
STATE STREET CORP(STT)26,91826,91803,4353,7530.04%+318
CUMMINS INC(CMI)7,5177,51704,3324,6320.05%+300
GENERAC HOLDINGS INC(GNRC)08,655+8,65501,7920.02%+1,792
ROYAL DUTCH SHELL PLC(SHEL)016,059+16,05901,4810.01%+1,481
XPO LOGISTICS INC(XPO)04,320+4,32009190.01%+919
QNITY ELECTRONICS INC(Q)8,5028,403-998461,0980.01%+252
HONEYWELL INTL INC COM(HON)018,100+18,10004,2540.04%+4,254
CISCO SYSTEMS(CSCO)47,96448,733+7693,7744,0070.04%+233
PEPSICO INC(PEP)0168,536+168,536026,4700.27%+26,470
KLA CORPORATION(KLAC)301401+1004876970.01%+210
ISHARES01,729+1,72902570.00%+257
VANGUARD017,496+17,49601,1850.01%+1,185
VERIZON(VZ)026,228+26,22801,2080.01%+1,208
BANK OF NEW YORK MELLON CORP02,359+2,35903010.00%+301
COCA COLA BOTTLING(COKE)03,120+3,12006350.01%+635
QUANTA0270+27001580.00%+158
WOODWARD INC COM(WWD)2,6602,66008761,0330.01%+157
VANGUARD011,513+11,51309120.01%+912
GE AEROSPACE(GE)014,271+14,27104,4000.04%+4,400
WATERS CORP(WAT)0480+48001540.00%+154
MARVELL TECHNOLOGY INC(MRVL)03,045+3,04503910.00%+391
CORTEVA INC(CTVA)9,98910,314+3257298650.01%+135
NUCOR CORP(NUE)0911+91101700.00%+170
DOW INC(DOW)012,622+12,62204920.00%+492
LINDE PLC(LIN)02,967+2,96701,4930.01%+1,493
TEXAS INSTRUMENTS INC(TXN)5,7525,871+1191,1311,2610.01%+130
TOTAL ENERGIES SE(TTE)01,334+1,33401230.00%+123
TRANE TECHNOLOGIES PLC(TT)0551+55102570.00%+257
APPLIED MATERIALS INC1,7171,71705716860.01%+115
FASTENAL CO(FAST)021,930+21,93001,0780.01%+1,078
RENAISSANCERE HOLDINGS LTD(RNR)3,9603,96001,0871,2000.01%+113
WESTERN DIGITAL CORP(WDC)0323+32301110.00%+111
COCA-COLA CO(KO)0101,371+101,37107,8530.08%+7,853
TAIWAN SEMICONDUCTER ADR(TSM)01,101+1,10104080.00%+408
WAL-MART STORES INC(WMT)74,34869,422-4,9268,6948,8010.09%+106
ENBRIDGE INC(ENB)018,499+18,49901,0050.01%+1,005
BP PLC SPONSORED ADR(BP)011,020+11,02005120.01%+512
DIAMONDBACK(FANG)04,150+4,15007810.01%+781
CANADIAN NATURAL RESOURCES LTD(CNQ)010,000+10,00004640.00%+464
T-MOBILE US INC(TMUS)02,876+2,87605630.01%+563
VERTIV HOLDINGS A(VRT)0850+85002510.00%+251
CHENIERE ENERGY INC(LNG)0320+3200850.00%+85
JACOBS SOLUTIONS INC(J)02,745+2,74503370.00%+337
SIMON PROPERTIES GROUP (NEW)(SPG)05,279+5,27901,0590.01%+1,059
AVIS BUDGET GROUP INC0450+45001350.00%+135
OCCIDENTAL PETROLEUM CORP(OXY)05,300+5,30003070.00%+307
MARRIOTT INTL INC(MAR)0190+1900670.00%+67
GENERAL DYNAMICS CORP(GD)0826+82602770.00%+277
NORFOLK SOUTHERN CORP(NSC)014,865+14,86504,4040.04%+4,404
CITIGROUP INC(C)6,8906,884-67918560.01%+65
EQUINIX INC(EQIX)0277+27702850.00%+285
SUNCOR ENERGY INC NEW(SU)05,000+5,00003220.00%+322
WASTE MANAGEMENT INC(WM)01,702+1,70203910.00%+391
VALERO ENERGY CORP(VLO)0400+4000960.00%+96
TOLL BROTHERS(TOL)0405+4050570.00%+57
AMERICAN WATER WORKS CO INC07,746+7,74601,0630.01%+1,063
AMETEK INC NEW4,2494,216-339379900.01%+53
WARNER BROS DISCOVERY INC(WBD)01,907+1,9070520.00%+52
MAGNOLIA OIL & GAS CORP(MGY)010,000+10,00002990.00%+299
CARRIER GLOBAL CORP(CARR)07,659+7,65904850.00%+485
TARGET CORP(TGT)02,676+2,67603260.00%+326
Page 1 of 1