Fund HoldingsLORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Total Portfolio Value
$10.30B
Total Bought
$665.01M
Total Sold
$574.08M
Net Transaction
+$90.93M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ALPHABET INC(GOOG)2,888,3212,820,758-67,563916,2911,008,0549.78%+91,763
NXP SEMICONDUCTORS
COM
967,587952,055-15,532197,746267,5562.60%+69,810
WISE PLC04,378,556+4,378,556052,1490.51%+52,149
ASM LITHOGRAPHY HLDG N V
N Y REGISTRY SHS
54,32864,926+10,59880,312129,1661.25%+48,854
APPLE INC(AAPL)1,428,5251,446,076+17,551372,102418,4364.06%+46,334
NVIDIA CORP(NVDA)1,816,8261,901,921+85,095342,708380,5553.69%+37,848
LILLY (ELI) & CO(LLY)39,18859,780+20,59236,81671,7020.70%+34,886
SERVICENOW INC(NOW)1,683,9791,746,805+62,826139,770173,4231.68%+33,653
SYNOPSYS INC(SNPS)323,454351,492+28,038126,871156,7901.52%+29,918
VEEVA SYSTEMS INC(VEEV)734,477793,242+58,765111,222140,7771.37%+29,555
VISA INC(V)594,986606,481+11,495181,090208,0782.02%+26,988
MASTERCARD INC(MA)1,379,0381,379,579+541687,671708,5516.88%+20,881
AUTOMATIC DATA PROCESSING605,915601,164-4,751114,391134,6311.31%+20,240
QUALCOMM INC(QCOM)663,893568,090-95,80385,018104,9771.02%+19,959
CARLISLE COS INC(CSL)132,345178,330+45,98546,22464,6890.63%+18,465
ECOLAB INC(ECL)60,352116,579+56,22716,49432,4800.32%+15,986
BROADCOM INC(AVGO)30,52971,156+40,62711,34326,8790.26%+15,536
ANALOG DEVICES CORP(ADI)201,613213,765+12,15270,59384,9010.82%+14,308
INTUITIVE SURGICAL INC6,95641,112+34,1563,13516,3490.16%+13,215
PHILIP MORRIS INTERNATIONAL(PM)474,088473,423-66576,06885,6470.83%+9,580
UNION PACIFIC(UNP)226,335243,107+16,77256,69966,1250.64%+9,426
CANADIAN NATIONAL RAILWAY(CNI)1,272,0141,251,453-20,561140,036149,2231.45%+9,187
BERKSHIRE HATHAWAY INC233,103240,375+7,272111,866120,2811.17%+8,415
ADVANCE MICRO DEVICES(AMD)5,61113,501+7,8901,3757,8430.08%+6,468
MICROSOFT CORP(MSFT)1,842,7191,847,490+4,771683,409689,1516.69%+5,742
DANAHER CORP SHS BEN INT(DHR)1,659,6641,677,392+17,728314,689319,5093.10%+4,821
CABOT CORP(CBT)286,044283,684-2,36021,34525,7640.25%+4,420
DICKS SPORTING GOODS INC(DKS)182,824189,630+6,80638,84343,0100.42%+4,167
PAYCOM SOFTWARE INC(PAYC)769,647726,250-43,39787,42491,2750.89%+3,851
HOME DEPOT INC(HD)245,535245,398-13782,82986,5470.84%+3,718
JOHNSON & JOHNSON(JNJ)256,261252,775-3,48661,10864,1970.62%+3,089
ALPHABET INC(GOOG)179,906168,603-11,30356,80059,5730.58%+2,773
CISCO SYSTEMS(CSCO)48,73355,832+7,0994,0076,5580.06%+2,551
INTEL CORP(INTC)44,36637,907-6,4592,7685,2930.05%+2,525
ABBVIE INC(ABBV)63,04161,527-1,51413,10915,4830.15%+2,374
HONEYWELL INTL INC COM010,280+10,28002,3020.02%+2,302
HONEYWELL AEROSPACE INC010,280+10,28002,2730.02%+2,273
ROCKWELL AUTOMATION(ROK)21,41021,550+1408,47810,6690.10%+2,191
GE AEROSPACE(GE)14,27117,331+3,0604,4006,4770.06%+2,077
JP MORGAN CHASE & CO(JPM)45,55449,463+3,90914,11616,1910.16%+2,075
ARISTA NETWORKS INC(ANET)87,42787,427012,88214,8520.14%+1,970
MERCK & CO INC(MRK)337,029332,735-4,29440,92242,7570.41%+1,834
TAIWAN SEMICONDUCTER ADR(TSM)1,1014,645+3,5444082,2180.02%+1,810
CORNING INC(GLW)18,99819,788+7903,2535,0540.05%+1,801
GENERAL DYNAMICS CORP(GD)8264,421+3,5952771,5660.02%+1,289
TIMKEN CO(TKR)60,52152,410-8,1116,4617,6160.07%+1,156
COCA-COLA CO(KO)101,371109,910+8,5397,8538,9320.09%+1,079
SNOWFLAKE INC CL A(SNOW)7,4007,612+2128961,9370.02%+1,041
PROCTER & GAMBLE CO(PG)414,454417,142+2,68860,16261,1700.59%+1,008
MITSUBISHI UFJ FINANCIAL GROUP(MUFG)050,000+50,00009950.01%+995
BLACKROCK INC(BLK)4161,434+1,0184161,3790.01%+963
SPDR(SPY)11,96112,112+1518,1279,0450.09%+918
ASTRAZENECA PLC(AZN)384,838+4,80089170.01%+910
EATON CORP(ETN)5522,642+2,0902221,1260.01%+903
BAKER HUGHES COMPANY(BKR)40315,403+15,000258550.01%+830
CHEVRON CORP(CVX)67,90982,059+14,15012,80413,6020.13%+798
INTL BUSINESS MACHINES CORP(IBM)13,54613,946+4003,1263,9220.04%+796
NOVARTIS AG ADR(NVS)6,99811,917+4,9191,0781,8680.02%+790
DUPONT DE NEMOURS INC05,705+5,70507740.01%+774
COLGATE PALMOLIVE CO(CL)81,46983,344+1,8756,8717,6410.07%+770
INVESCO6,0976,09703,7264,4900.04%+764
HSBC HOLDINGS PLC(HSBC)08,000+8,00007610.01%+761
PALO ALTO NETWORKS INC(PANW)3,7413,931+1905831,3410.01%+758
TESLA MOTORS INC(TSLA)5,7426,565+8232,0042,7610.03%+758
AMAZON.COM(AMZN)2,244,7982,248,322+3,524535,115535,8655.20%+750
VALMONT INDUSTRIES INC(VMI)4,9304,93002,0992,8480.03%+748
STATE STREET CORP(STT)26,91826,533-3853,7534,5000.04%+747
INVESCO04,000+4,00007440.01%+744
GENERAC HOLDINGS INC(GNRC)8,6558,65501,7922,5340.02%+742
CUMMINS INC(CMI)7,5177,51704,6325,3610.05%+730
CITIGROUP INC(C)6,88411,234+4,3508561,5720.02%+716
ALTRIA GROUP INC(MO)10,45819,403+8,9457051,3960.01%+691
TEXAS INSTRUMENTS INC(TXN)5,8716,536+6651,2611,9480.02%+688
SPDR
ST STR SP BIOT
5004,500+4,000657120.01%+647
BANK OF AMERICA CORP47,70255,312+7,6102,5063,1520.03%+645
APPLIED MATERIALS INC1,7171,762+456861,2740.01%+588
ISHARES(IAU)07,500+7,50005660.01%+566
ISHARES1503,100+2,950255900.01%+564
MORGAN STANLEY(MS)20,53420,049-4853,6484,1910.04%+543
KLA CORPORATION(KLAC)4014,010+3,6096971,2100.01%+513
MARVELL TECHNOLOGY INC(MRVL)3,0452,935-1103918740.01%+483
TRANSDIGM GROUP INC COM(TDG)1,4201,640+2201,7142,1850.02%+470
WELLTOWER INC(WELL)1822,132+1,950384840.00%+446
FIRST SOLAR INC(FSLR)2,7794,244+1,4655651,0010.01%+436
ISHARES
MSCI JAPAN ETF
04,600+4,60004290.00%+429
LINDBLAD EXPEDITIONS HOLDINGS(LIND)46,59346,59308911,3160.01%+424
WISDOMTREE(WT)010,000+10,00004070.00%+407
ISHARES2,9553,214+2592,0172,4070.02%+390
AMGEN INC(AMGN)50,53650,038-49817,73918,1200.18%+381
EXPAND ENERGY(EXE)04,000+4,00003650.00%+365
JANUS HENDERSON
HENDRSON AAA CL
07,100+7,10003580.00%+358
GE VERNOVA INC(GEV)2,4202,340-802,3992,7490.03%+350
ISHARES6,0885,998-902,0202,3630.02%+343
EMERSON ELECTRIC CO(EMR)8,67111,096+2,4251,2471,5880.02%+342
DEERE & CO(DE)11,51311,512-16,9657,3020.07%+337
LINDE PLC(LIN)2,9673,502+5351,4931,8170.02%+324
CLEARYWAY ENERGY INC(CWEN)09,475+9,47503240.00%+324
SYSCO CORP(SYY)19,50420,829+1,3251,4201,7410.02%+321
AMPHENOL CORP6,8307,225+3959611,2740.01%+313
VANGUARD18,27117,363-9086,1226,4250.06%+303
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