Fund Holdings — LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Total Portfolio Value
$11.03B
Total Bought
$427.24M
Total Sold
$1.25B
Net Transaction
-$819.36M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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ALPHABET INC(GOOG)3,012,7022,973,433-39,269762,455994,7639.01%+232,308
QUALCOMM INC(QCOM)248,268641,138+392,87042,21398,1200.89%+55,907
AMAZON.COM(AMZN)2,201,5612,197,758-3,803486,743537,7474.87%+51,004
CARLISLE COS INC(CSL)1,484101,177+99,69350235,0170.32%+34,515
PARKER-HANNIFIN CORP(PH)207,954207,104-850159,334191,7721.74%+32,438
THERMO FISHER SCIENTIFIC INC(TMO)542,687539,623-3,064310,368336,6763.05%+26,308
ASM LITHOGRAPHY HLDG N V
N Y REGISTRY SHS
53,07353,262+18955,00577,4740.70%+22,469
DANAHER CORP SHS BEN INT(DHR)1,668,2851,659,049-9,236371,577391,1213.54%+19,544
ALPHABET INC(GOOG)185,712184,116-1,59647,12161,6790.56%+14,558
REGENERON PHAR(REGN)91,72786,975-4,75252,80667,0800.61%+14,273
ANALOG DEVICES CORP(ADI)193,482197,421+3,93947,07259,9820.54%+12,910
PHILIP MORRIS INTERNATIONAL(PM)488,040486,350-1,69076,96486,9980.79%+10,034
SYNOPSYS INC(SNPS)303,740294,462-9,278138,533148,0261.34%+9,494
COSTCO WHOLESALE CORP NEW(COST)241,596243,719+2,123227,596236,4762.14%+8,880
STARBUCKS CORP(SBUX)877,339874,548-2,79174,96083,7120.76%+8,752
META PLATFORMS INC CL A(META)221,330253,690+32,360162,456170,7261.55%+8,270
JOHNSON & JOHNSON(JNJ)266,205262,203-4,00251,23758,8490.53%+7,612
NXP SEMICONDUCTORS
COM
971,909966,999-4,910214,530221,8492.01%+7,319
EXXON MOBIL CORP377,751369,304-8,44743,81250,5320.46%+6,720
LOWES COMPANIES(LOW)329,966317,618-12,34880,46987,0080.79%+6,539
NVIDIA CORP(NVDA)1,765,5851,740,319-25,266321,619328,0852.97%+6,466
MERCK & CO INC(MRK)363,801345,008-18,79331,71637,2330.34%+5,517
IDEXX LABS(IDXX)127,111124,045-3,06681,17386,1800.78%+5,007
TIMKEN CO(TKR)16,00060,521+44,5211,2435,6820.05%+4,439
TJX COMPANIES INC(TJX)2,221,6862,162,808-58,878316,368320,1172.90%+3,749
ROSS STORES INC(ROST)140,792134,883-5,90922,05625,0880.23%+3,032
UNILEVER PLC SPONSORED ADR(UL)044,769+44,76903,0250.03%+3,025
LILLY (ELI) & CO(LLY)13,19113,323+13210,83013,8490.13%+3,019
ACCENTURE PLC
SHS CLASS A
96,02895,545-48323,98926,3510.24%+2,363
ALPHA ARCHITECT
ALPHA ARCHITECT
043,122+43,12202,1480.02%+2,148
UNION PACIFIC(UNP)238,347232,395-5,95252,44654,0440.49%+1,598
O'REILLY AUTOMOTIVE INC(ORLY)731,112728,724-2,38871,84673,3240.66%+1,478
AMGEN INC(AMGN)57,45952,030-5,42916,82918,2790.17%+1,450
RTX CORP(RTX)72,23071,172-1,05812,96114,3250.13%+1,365
CUMMINS INC(CMI)7,4767,517+413,1234,3320.04%+1,208
ROCKWELL AUTOMATION(ROK)22,85322,077-7768,1629,2670.08%+1,105
WAL-MART STORES INC(WMT)72,20074,348+2,1487,7158,6940.08%+979
PROCTER & GAMBLE CO(PG)400,340417,287+16,94760,93661,9000.56%+965
QNITY ELECTRONICS INC(Q)08,502+8,50208460.01%+846
GILDAN ACTIVEWEAR INC(GIL)26,53036,220+9,6901,6122,4330.02%+821
NOVO-NORDISK A/S ADR(NVO)112,021107,398-4,6235,9636,7540.06%+791
SPDR GOLD TRUST(GLD)7,5927,59202,8763,6150.03%+739
CHEVRON CORP(CVX)71,40370,036-1,36711,17911,8400.11%+661
COLGATE PALMOLIVE CO(CL)82,61182,261-3506,4807,0550.06%+575
DEERE & CO(DE)11,51811,513-55,4075,9770.05%+571
VANGUARD3,4434,167+7242,1262,6660.02%+540
INVESCO5,4556,097+6423,3313,8480.03%+517
TRANSDIGM GROUP INC COM(TDG)1,1241,424+3001,5172,0320.02%+515
CORNING INC(GLW)19,27819,612+3341,6552,1520.02%+497
HA SUSTAINABLE(HASI)71,62171,62102,0182,4620.02%+445
MORGAN STANLEY(MS)20,35220,102-2503,2423,6720.03%+430
KLA CORPORATION(KLAC)69301+232804870.00%+407
ATLASSIAN CORP CLASS A603,038+2,978104070.00%+397
STATE STREET CORP(STT)26,91826,91803,0853,4350.03%+350
JACK HENRY & ASSOCIATES INC(JKHY)18,06417,639-4252,8133,1570.03%+344
SPDR(SPY)11,02011,108+887,4037,7260.07%+323
S&P GLOBAL INC(SPGI)8,8508,683-1674,2724,5730.04%+301
ADVANCE MICRO DEVICES(AMD)4,8565,711+8551,1411,4390.01%+298
GE VERNOVA INC(GEV)2,3982,420+221,4271,6760.02%+249
CHUBB LTD
COM
12,55212,55203,5513,7840.03%+233
LINDBLAD EXPEDITIONS HOLDINGS(LIND)60,59360,59307599780.01%+219
VERTEX PHARMACEUTICALS(VRTX)3,9503,978+281,6691,8860.02%+217
NEXTERA ENERGY INC(NEE)53,81753,81704,4804,6900.04%+210
AMPHENOL CORP7,0857,010-759591,1650.01%+207
VANGUARD
VANGUARD ULTRA
27,46031,460+4,0001,3721,5720.01%+200
APPLIED MATERIALS INC1,6251,717+923715710.01%+200
NOVARTIS AG ADR(NVS)6,5516,976+4258621,0620.01%+200
CAMECO CORP(CCJ)5,0005,00004326300.01%+198
AERCAP HOLDINGS NV(AER)8,4408,44001,0181,2140.01%+196
CISCO SYSTEMS(CSCO)50,96447,964-3,0003,5813,7740.03%+193
HUBBELL INC(HUBB)0381+38101840.00%+184
VANGUARD
INF TECH ETF
0230+23001770.00%+177
LAM RESEARCH CORP(LRCX)6201,120+500912670.00%+176
WOODWARD INC COM(WWD)2,6602,66007028760.01%+175
DONALDSON CO INC(DCI)9,5339,53307959630.01%+169
MAGNUM ICE CREAM CO NV(MICC)09,169+9,16901610.00%+161
L3HARRIS TECHNOLOGIES INC(LHX)1,1401,370+2303344940.00%+160
JP MORGAN CHASE & CO(JPM)73,32672,424-90221,59721,7500.20%+152
BIOGEN IDEC INC(BIIB)6,1936,19309291,0780.01%+149
RB GLOBAL INC(RBA)9,3279,32709491,0950.01%+146
GILEAD SCIENCES(GILD)7,0877,08708569990.01%+143
GLOBAL X MSCI ARGENTINA ETF4,7654,76503524910.00%+138
VANGUARD19,63619,336-3006,5006,6370.06%+138
CATERPILLAR INC(CAT)2,4302,190-2401,2651,3990.01%+134
AMETEK INC NEW4,2494,24908049370.01%+133
CABOT CORP(CBT)286,044286,044020,33820,4690.19%+132
SOLSTICE ADVANCED MATERIALS INC(SOLS)02,068+2,06801290.00%+129
MERCADOLIBRE INC(MELI)85685601,8391,9650.02%+126
EMERSON ELECTRIC CO(EMR)8,6718,67101,1551,2800.01%+126
CITIGROUP INC(C)6,8906,89006667910.01%+125
RENAISSANCERE HOLDINGS LTD(RNR)3,9603,96009631,0870.01%+123
CADENCE DESIGN SYSTEMS INC(CDNS)1,0721,517+4453624830.00%+121
TEXAS INSTRUMENTS INC(TXN)5,8945,752-1421,0151,1310.01%+116
ULTA BEAUTY INC(ULTA)91591504805960.01%+116
CORTEVA INC(CTVA)9,6829,989+3076157290.01%+115
INTL BUSINESS MACHINES CORP(IBM)13,57113,546-253,8683,9810.04%+113
ISHARES7,9207,92001,6241,7350.02%+111
CURTISS-WRIGHT CORPORATION(CW)0167+16701100.00%+110
RELIANCE STEEL & ALUMINUM(RS)2,0002,00005476540.01%+107
CHARLES SCHWAB CORP NEW(SCHW)10,08010,220+1409541,0600.01%+106
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LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA — 13F Holdings — Q4 2025 | TickerTrail