Fund HoldingsLORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Total Portfolio Value
$11.03B
Total Bought
$430.09M
Total Sold
$1.25B
Net Transaction
-$819.67M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
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)086,975+86,975067,0800.61%+67,080
ANALOG DEVICES CORP(ADI)193,482197,421+3,93947,07259,9820.54%+12,910
PHILIP MORRIS INTERNATIONAL(PM)0486,350+486,350086,9980.79%+86,998
SYNOPSYS INC(SNPS)303,740294,462-9,278138,533148,0261.34%+9,494
COSTCO WHOLESALE CORP NEW(COST)0243,719+243,7190236,4762.14%+236,476
STARBUCKS CORP(SBUX)0874,548+874,548083,7120.76%+83,712
META PLATFORMS INC CL A(META)0253,690+253,6900170,7261.55%+170,726
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)060,521+60,52105,6820.05%+5,682
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
GILDAN ACTIVEWEAR INC(GIL)036,220+36,22002,4330.02%+2,433
ACCENTURE PLC
SHS CLASS A
095,545+95,545026,3510.24%+26,351
ALPHA ARCHITECT
ALPHA ARCHITECT
043,122+43,12202,1480.02%+2,148
UNION PACIFIC(UNP)0232,395+232,395054,0440.49%+54,044
O'REILLY AUTOMOTIVE INC(ORLY)731,112728,724-2,38871,84673,3240.66%+1,478
AMGEN INC(AMGN)052,030+52,030018,2790.17%+18,279
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)022,077+22,07709,2670.08%+9,267
WAL-MART STORES INC(WMT)074,348+74,34808,6940.08%+8,694
PROCTER & GAMBLE CO(PG)0417,287+417,287061,9000.56%+61,900
QNITY ELECTRONICS INC(Q)08,502+8,50208460.01%+846
OPEN TEXT CORP(OTEX)028,030+28,03007970.01%+797
NOVO-NORDISK A/S ADR(NVO)0107,398+107,39806,7540.06%+6,754
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)011,513+11,51305,9770.05%+5,977
VANGUARD04,167+4,16702,6660.02%+2,666
INVESCO06,097+6,09703,8480.03%+3,848
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)071,621+71,62102,4620.02%+2,462
ALLEGION PLC(ALLE)02,640+2,64004410.00%+441
MORGAN STANLEY(MS)020,102+20,10203,6720.03%+3,672
KLA CORPORATION(KLAC)0301+30104870.00%+487
ATLASSIAN CORP CLASS A03,038+3,03804070.00%+407
STATE STREET CORP(STT)26,91826,91803,0853,4350.03%+350
JACK HENRY & ASSOCIATES INC(JKHY)017,639+17,63903,1570.03%+3,157
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)02,420+2,42001,6760.02%+1,676
CHUBB LTD
COM
12,55212,55203,5513,7840.03%+233
LINDBLAD EXPEDITIONS HOLDINGS(LIND)060,593+60,59309780.01%+978
VERTEX PHARMACEUTICALS(VRTX)3,9503,978+281,6691,8860.02%+217
NEXTERA ENERGY INC(NEE)53,81753,81704,4804,6900.04%+210
AMPHENOL CORP07,010+7,01001,1650.01%+1,165
VANGUARD
VANGUARD ULTRA
031,460+31,46001,5720.01%+1,572
APPLIED MATERIALS INC01,717+1,71705710.01%+571
NOVARTIS AG ADR(NVS)06,976+6,97601,0620.01%+1,062
CAMECO CORP(CCJ)05,000+5,00006300.01%+630
AERCAP HOLDINGS NV(AER)8,4408,44001,0181,2140.01%+196
CISCO SYSTEMS(CSCO)047,964+47,96403,7740.03%+3,774
HUBBELL INC(HUBB)0381+38101840.00%+184
VANGUARD
INF TECH ETF
0230+23001770.00%+177
LAM RESEARCH CORP(LRCX)01,120+1,12002670.00%+267
WOODWARD INC COM(WWD)2,6602,66007028760.01%+175
DONALDSON CO INC(DCI)09,533+9,53309630.01%+963
MAGNUM ICE CREAM CO NV(MICC)09,169+9,16901610.00%+161
L3HARRIS TECHNOLOGIES INC(LHX)01,370+1,37004940.00%+494
JP MORGAN CHASE & CO(JPM)072,424+72,424021,7500.20%+21,750
BIOGEN IDEC INC(BIIB)06,193+6,19301,0780.01%+1,078
RB GLOBAL INC(RBA)9,3279,32709491,0950.01%+146
GILEAD SCIENCES(GILD)07,087+7,08709990.01%+999
GLOBAL X MSCI ARGENTINA ETF04,765+4,76504910.00%+491
VANGUARD019,336+19,33606,6370.06%+6,637
CATERPILLAR INC(CAT)02,190+2,19001,3990.01%+1,399
AMETEK INC NEW4,2494,24908049370.01%+133
CABOT CORP(CBT)0286,044+286,044020,4690.19%+20,469
SOLSTICE ADVANCED MATERIALS INC(SOLS)02,068+2,06801290.00%+129
MERCADOLIBRE INC(MELI)0856+85601,9650.02%+1,965
EMERSON ELECTRIC CO(EMR)08,671+8,67101,2800.01%+1,280
CITIGROUP INC(C)6,8906,89006667910.01%+125
RENAISSANCERE HOLDINGS LTD(RNR)3,9603,96009631,0870.01%+123
CADENCE DESIGN SYSTEMS INC(CDNS)01,517+1,51704830.00%+483
TEXAS INSTRUMENTS INC(TXN)05,752+5,75201,1310.01%+1,131
ULTA BEAUTY INC(ULTA)0915+91505960.01%+596
CORTEVA INC(CTVA)09,989+9,98907290.01%+729
INTL BUSINESS MACHINES CORP(IBM)013,546+13,54603,9810.04%+3,981
ISHARES07,920+7,92001,7350.02%+1,735
CURTISS-WRIGHT CORPORATION(CW)0167+16701100.00%+110
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