Fund HoldingsLORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Total Portfolio Value
$11.32B
Total Bought
$505.63M
Total Sold
$938.08M
Net Transaction
-$432.45M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)01,882,972+1,882,9720936,6098.28%+936,609
INTUIT(INTU)0923,694+923,6940727,5306.43%+727,530
NVIDIA CORP(NVDA)1,557,8381,707,217+149,379160,006269,7232.38%+109,718
AMAZON.COM(AMZN)02,214,778+2,214,7780485,9004.29%+485,900
SERVICENOW INC(NOW)0301,284+301,2840309,7422.74%+309,742
ALPHABET INC(GOOG)03,049,441+3,049,4410537,4034.75%+537,403
VEEVA SYSTEMS INC(VEEV)574,158609,377+35,219126,619175,4891.55%+48,869
META PLATFORMS INC CL A(META)0220,562+220,5620162,7951.44%+162,795
STRYKER CORP(SYK)01,166,105+1,166,1050461,3474.08%+461,347
NXP SEMICONDUCTORS
COM
0970,910+970,9100212,1341.87%+212,134
SYNOPSYS INC(SNPS)0222,440+222,4400114,0411.01%+114,041
TRADE DESK INC(TTD)01,306,115+1,306,115094,0270.83%+94,027
PARKER-HANNIFIN CORP(PH)0209,040+209,0400146,0081.29%+146,008
MASTERCARD INC(MA)01,406,595+1,406,5950790,4226.99%+790,422
ADOBE SYSTEMS INC(ADBE)0584,090+584,0900225,9722.00%+225,972
IDEXX LABS(IDXX)0131,683+131,683070,6270.62%+70,627
AMERICAN TOWER CORP(AMT)1,384,5051,392,450+7,945294,346307,7602.72%+13,414
WEX INC(WEX)0768,238+768,2380112,8461.00%+112,846
EOG RESOURCES(EOG)01,415,886+1,415,8860169,3541.50%+169,354
PAYCOM SOFTWARE INC(PAYC)963,303960,735-2,568211,184222,3131.96%+11,129
DICKS SPORTING GOODS INC(DKS)76,610125,674+49,06414,12224,8600.22%+10,737
ANALOG DEVICES CORP(ADI)0190,854+190,854045,4270.40%+45,427
ASM LITHOGRAPHY HLDG N V
N Y REGISTRY SHS
45,64349,981+4,33830,03240,0540.35%+10,022
AUTOMATIC DATA PROCESSING0637,972+637,9720196,7511.74%+196,751
ABBOTT LABORATORIES01,684,770+1,684,7700229,1462.03%+229,146
CANADIAN NATIONAL RAILWAY(CNI)01,425,079+1,425,0790148,2651.31%+148,265
VISA INC(V)0559,462+559,4620198,6371.76%+198,637
NIKE INC CLASS B(NKE)0750,858+750,858053,3410.47%+53,341
SALESFORCE.COM(CRM)0318,101+318,101086,7430.77%+86,743
STARBUCKS CORP(SBUX)0853,257+853,257078,1840.69%+78,184
PHILIP MORRIS INTERNATIONAL(PM)491,939488,338-3,60182,70088,9410.79%+6,241
QUALCOMM INC(QCOM)0248,833+248,833039,6290.35%+39,629
HOME DEPOT INC(HD)0257,852+257,852094,5390.84%+94,539
CAPITAL ONE FINANCIAL(COF)017,701+17,70103,7660.03%+3,766
VERALTO CORPORATION(VLTO)0473,883+473,883047,8390.42%+47,839
JP MORGAN CHASE & CO(JPM)075,592+75,592021,9150.19%+21,915
ALPHABET INC(GOOG)0184,618+184,618032,7490.29%+32,749
ARISTA NETWORKS INC(ANET)0103,947+103,947010,6350.09%+10,635
DANAHER CORP SHS BEN INT(DHR)01,673,418+1,673,4180330,5672.92%+330,567
ROCKWELL AUTOMATION(ROK)025,609+25,60908,5070.08%+8,507
UNION PACIFIC(UNP)0241,561+241,561055,5780.49%+55,578
BROADCOM INC(AVGO)022,040+22,04006,0750.05%+6,075
RTX CORP(RTX)077,127+77,127011,2620.10%+11,262
WALT DISNEY PRODUCTIONS(DIS)041,584+41,58405,1570.05%+5,157
BANK OF AMERICA CORP0174,662+174,66208,2650.07%+8,265
MSCI INC(MSCI)032,280+32,280018,6170.16%+18,617
TEXAS INSTRUMENTS INC(TXN)022,780+22,78004,7300.04%+4,730
ECOLAB INC(ECL)048,609+48,609013,0970.12%+13,097
ACCENTURE PLC
SHS CLASS A
0100,496+100,496030,0370.27%+30,037
BROADRIDGE FINANCIAL SOLUTIONS(BR)0258,455+258,455062,8120.56%+62,812
GE AEROSPACE(GE)14,40414,286-1182,7903,6770.03%+887
FACTSET RESEARCH SYSTEMS INC(FDS)043,126+43,126019,2900.17%+19,290
HA SUSTAINABLE(HASI)0260,427+260,42706,9950.06%+6,995
SPDR(SPY)011,065+11,06506,8370.06%+6,837
LOWES COMPANIES(LOW)0334,635+334,635074,2450.66%+74,245
NOVO-NORDISK A/S ADR(NVO)0118,240+118,24008,1610.07%+8,161
VANGUARD021,136+21,13606,4240.06%+6,424
CISCO SYSTEMS(CSCO)050,964+50,96403,5360.03%+3,536
HONEYWELL INTL INC COM(HON)021,148+21,14804,9250.04%+4,925
DEERE & CO(DE)011,473+11,47305,8340.05%+5,834
MERCADOLIBRE INC(MELI)752840+881,6092,1950.02%+586
SNOWFLAKE INC CL A(SNOW)07,400+7,40001,6560.01%+1,656
MORGAN STANLEY(MS)021,137+21,13702,9770.03%+2,977
HDFC BANK LTD-ADR(HDB)197,296192,957-4,33914,26314,7940.13%+531
INVESCO05,465+5,46503,0150.03%+3,015
NORFOLK SOUTHERN CORP(NSC)015,201+15,20103,8910.03%+3,891
BOOKING HOLDINGS INC(BKNG)0486+48602,8140.02%+2,814
ABBVIE INC(ABBV)60,39960,167-23210,69411,1680.10%+475
UNITED RENTALS INC(URI)02,905+2,90502,1890.02%+2,189
GE VERNOVA INC(GEV)2,4562,398-588251,2690.01%+443
INTL BUSINESS MACHINES CORP(IBM)14,49713,571-9263,5594,0000.04%+442
FRANKLIN FTSE INDIA ETF
FRANKLIN INDIA
010,975+10,97504370.00%+437
CHEVRON CORP(CVX)072,296+72,296010,3520.09%+10,352
GLOBAL X MSCI ARGENTINA ETF04,645+4,64503940.00%+394
KKR & CO(KKR)015,000+15,00001,9950.02%+1,995
INTUITIVE SURGICAL INC06,901+6,90103,7500.03%+3,750
NETFLIX INC(NFLX)1,2791,27901,3421,7130.02%+370
IQVIA HOLDINGS INC(IQV)07,327+7,32701,1550.01%+1,155
WATTS WATER TECHNOLOGIES INC(WTS)01,533+1,53303770.00%+377
CUMMINS INC(CMI)07,476+7,47602,4480.02%+2,448
AIR PRODUCTS & CHEMICALS INC021,195+21,19505,9780.05%+5,978
AMERICAN EXPRESS CO(AXP)05,381+5,38101,7160.02%+1,716
STATE STREET CORP(STT)021,478+21,47802,2840.02%+2,284
VANGUARD03,787+3,78702,1510.02%+2,151
CHUBB LTD
COM
8,0908,962+8722,3022,5960.02%+295
SPDR(MDY)04,986+4,98602,8240.02%+2,824
EMERSON ELECTRIC CO(EMR)08,671+8,67101,1560.01%+1,156
ORACLE CORP COM(ORCL)03,388+3,38807410.01%+741
S&P GLOBAL INC(SPGI)05,261+5,26102,7740.02%+2,774
VALARIS LTD(VAL)010,000+10,00004210.00%+421
ILLINOIS TOOL WORKS(ITW)035,937+35,93708,8850.08%+8,885
GENERAC HOLDINGS INC(GNRC)09,080+9,08001,3000.01%+1,300
CATERPILLAR INC(CAT)02,775+2,77501,0770.01%+1,077
ISHARES06,218+6,21801,7770.02%+1,777
MAKEMYTRIP LTD
SHS
02,145+2,14502100.00%+210
VALMONT INDUSTRIES INC(VMI)05,225+5,22501,7060.02%+1,706
WAL-MART STORES INC(WMT)082,061+82,06108,0240.07%+8,024
AMPHENOL CORP7,2557,25505167160.01%+200
CORNING INC(GLW)019,278+19,27801,0140.01%+1,014
ADVANCE MICRO DEVICES(AMD)05,226+5,22607420.01%+742
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