LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

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CIK 932974

13F portfolio (2026-Q1)

$10.0B

Positions

559

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

559

Top 5

32.2%

Top 10

49.5%

Effective N

29.1

HHI

0.034

This quarter

44 new · 0 exit →

By sector

Information Technology35.1%

Consumer Discretionary15.7%

Communication Services11.5%

Financials10.5%

Health Care8.8%

Industrials8.4%

Materials3.0%

Energy2.7%

Other4.2%

By market cap

Mega (>$200B)51.3%

Large ($10–200B)44.7%

Mid ($2–10B)2.1%

Unknown1.8%

Small ($300M–2B)0.0%

Micro (<$300M)0.0%

By region

North America98.3%

Europe0.9%

Other0.7%

Asia-Pacific0.1%

Middle East0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Software	15.94%	24
Specialty Retail	14.24%	20
Software & IT Services	12.80%	15
Commercial Services & Supplies	11.54%	26
Technology Hardware & Equipment	10.47%	24
Semiconductors & Semiconductor Equipment	6.34%	23
Pharmaceuticals & Biotechnology	4.70%	30
Health Care Equipment & Supplies	4.11%	17
Machinery	3.20%	23
Chemicals	3.00%	24
Oil, Gas & Consumable Fuels	2.73%	22
Equity Real Estate Investment Trusts (REITs)	2.22%	15
Road & Rail	2.02%	7
Unclassified	1.88%	95
Hotels, Restaurants & Leisure	1.16%	7
Communications Equipment	0.85%	2
Tobacco	0.77%	3
Banks	0.38%	22
Beverages	0.35%	7
Aerospace & Defense	0.24%	10
Distributors	0.17%	9
Capital Markets	0.12%	13
Electrical Equipment & Components	0.11%	6
Insurance	0.11%	23
Utilities	0.09%	24
Textiles, Apparel & Luxury Goods	0.07%	3
Media & Entertainment	0.06%	8
Entertainment	0.05%	6
Metals & Mining	0.04%	8
Transportation Infrastructure	0.04%	4
Food Products	0.04%	6
Professional Services	0.03%	3
Automobiles & Components	0.02%	6
Life Sciences Tools & Services	0.02%	4
Diversified Telecommunication Services	0.02%	2
Health Care Providers & Services	0.02%	4
Real Estate Management & Development	0.01%	2
Agricultural Products	0.01%	1
Leisure Products	0.01%	1
Construction & Engineering	0.01%	3
Paper & Forest Products	0.00%	2
Industrial Conglomerates	0.00%	1
Coal & Consumable Fuels	0.00%	1
Airlines	0.00%	1
Food & Staples Retailing	0.00%	2

Top holdings

#	Ticker	Name	Sector	Weight
1	GOOGL	Alphabet Inc.	Communication Services	9.18%
2	MA	Mastercard Inc	Financials	6.89%
3	MSFT	MICROSOFT CORP	Information Technology	6.85%
4	AMZN	AMAZON COM INC	Consumer Discretionary	5.36%
5	SYK	STRYKER CORP	Health Care	3.90%
6	AAPL	Apple Inc.	Information Technology	3.73%
7	INTU	INTUIT INC.	Information Technology	3.57%
8	NVDA	NVIDIA CORP	Information Technology	3.43%
9	TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	3.42%
10	DHR	DANAHER CORP /DE/	Information Technology	3.15%

467/559 names classified · sector 99.3% of weight · industry 98.1% · mkt cap 98.2%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyMSFT, INTU, DHR, AAPL, PAYC · other

IndustrialsFISV, CNI, WEX, CMI, PH · other

Health CareSYK, ABT, JNJ, NVO, BDX · other

Consumer DiscretionaryTJX, AMZN, SBUX, COST, MCD · other

FinancialsMA, V, BRK.B, HDB, PYPL · other

MaterialsCHD, CL, PG, NKE, ECL · other

Communication ServicesGOOGL, META, DIS, GOOG, CMCSA · other

EnergyEOG, XOM, OXY, COP, ENB · other

Real EstateAMT, SPG, WPC, LAMR, WY · other

Consumer StaplesPM, PEP, CVS, KO, HAIN · other

UtilitiesNEE, WMB, OKE, KMI, DUK · other

UnclassifiedUNILEVER PLC, UNITED TECHNOLOGIES CORP, CELGENE CORP, PRAXAIR INC, DISCOVERY INC · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 99.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (387 classified)LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA centroid (Large Core)

Information TechnologyConsumer DiscretionaryCommunication ServicesFinancialsHealth CareIndustrialsMaterialsEnergyReal EstateConsumer StaplesUtilities

Style box summary for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA: centroid Large Core. Heaviest cells: Large Growth 54.1%, Large Core 13.7%, Large Value 13.6%.

Classified: 95.5% of book weight (387/559 names) · unclassified 4.5%: CNI, BRK.B, ASML, GLD, HDB, SPY, VTI, NVO, QQQ, VIG +162 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 559 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	GOOGLALPHABET INC	2,888,321	$916M	9.2%	TRIM −3%
2	MAMASTERCARD INCORPORATED	1,379,038	$688M	6.9%	HOLD
3	MSFTMICROSOFT CORP	1,842,719	$683M	6.8%	HOLD
4	AMZNAMAZON COM INC	2,244,798	$535M	5.4%	ADD 2%
5	SYKSTRYKER CORPORATION	1,148,633	$390M	3.9%	HOLD
6	AAPLAPPLE INC	1,428,525	$372M	3.7%	HOLD
7	INTUINTUIT	1,013,921	$356M	3.6%	ADD 8%
8	NVDANVIDIA CORPORATION	1,816,826	$343M	3.4%	ADD 4%
9	TJXTJX COS INC NEW	2,110,101	$341M	3.4%	TRIM −2%
10	DHRDANAHER CORP DEL	1,659,664	$315M	3.2%	HOLD
11	TMOTHERMO FISHER SCIENTIFIC INC	531,221	$264M	2.6%	HOLD
12	COSTCOSTCO WHSL CORP NEW	238,385	$238M	2.4%	TRIM −2%
13	AMTAMERICAN TOWER CORP	1,216,494	$218M	2.2%	TRIM −6%
14	PHPARKER-HANNIFIN CORP	204,952	$202M	2.0%	HOLD
15	NXPINXP SEMICONDUCTORS N V	967,587	$198M	2.0%	HOLD
16	EOGEOG RES INC	1,389,668	$189M	1.9%	HOLD
17	VVISA INC	594,986	$181M	1.8%	HOLD
18	METAMETA PLATFORMS INC	264,570	$167M	1.7%	ADD 4%
19	ABTABBOTT LABS	1,614,049	$162M	1.6%	HOLD
20	CNICANADIAN NATL RY CO	1,272,014	$140M	1.4%	TRIM −3%
21	FISVFISERV INC	2,496,505	$140M	1.4%	TRIM −5%
22	NOWSERVICENOW INC	1,683,979	$140M	1.4%	ADD 6%
23	SNPSSYNOPSYS INC	323,454	$127M	1.3%	ADD 10%
24	ADPAUTOMATIC DATA PROCESSING IN	605,915	$114M	1.1%	TRIM −3%
25	BRK.BBERKSHIRE HATHAWAY INC DEL	233,103	$112M	1.1%	ADD 7%
26	VEEVVEEVA SYS INC	734,477	$111M	1.1%	ADD 10%
27	CHDCHURCH & DWIGHT CO INC	1,096,718	$105M	1.0%	TRIM −4%
28	PAYCPAYCOM SOFTWARE INC	769,647	$87M	0.9%	TRIM −11%
29	QCOMQUALCOMM INC	663,893	$85M	0.9%	ADD 4%
30	HDHOME DEPOT INC	245,535	$83M	0.8%	HOLD
31	SBUXSTARBUCKS CORP	847,946	$82M	0.8%	TRIM −3%
32	ASMLASML HOLDING N V	54,328	$80M	0.8%	ADD 2%
33	LOWLOWES COS INC	312,897	$76M	0.8%	HOLD
34	PMPHILIP MORRIS INTL INC	474,088	$76M	0.8%	TRIM −3%
35	ADIANALOG DEVICES INC	201,613	$71M	0.7%	ADD 2%
36	IDXXIDEXX LABS INC	122,304	$69M	0.7%	HOLD
37	ORLYOREILLY AUTOMOTIVE INC	724,600	$67M	0.7%	HOLD
38	ADBEADOBE INC	272,948	$62M	0.6%	TRIM −38%
39	JNJJOHNSON & JOHNSON	256,261	$61M	0.6%	TRIM −2%
40	PGPROCTER AND GAMBLE CO	414,454	$60M	0.6%	HOLD
41	WEXWEX INC	375,110	$60M	0.6%	TRIM −8%
42	GOOGALPHABET INC	179,906	$57M	0.6%	TRIM −2%
43	UNPUNION PAC CORP	226,335	$57M	0.6%	TRIM −3%
44	XOMEXXON MOBIL CORP	370,634	$57M	0.6%	HOLD
45	REGNREGENERON PHARMACEUTICALS	72,430	$54M	0.5%	TRIM −17%
46	CSLCARLISLE COS INC	132,345	$46M	0.5%	ADD 31%
47	MRKMERCK & CO INC	337,029	$41M	0.4%	TRIM −2%
48	DKSDICKS SPORTING GOODS INC	182,824	$39M	0.4%	ADD 17%
49	VLTOVERALTO CORP	432,805	$39M	0.4%	TRIM −2%
50	BRBROADRIDGE FINL SOLUTIONS IN	252,818	$38M	0.4%	HOLD
51	LLYELI LILLY & CO	39,188	$37M	0.4%	ADD 194%
52	MCDMCDONALDS CORP	106,061	$32M	0.3%	TRIM −4%
53	NKENIKE INC	718,819	$31M	0.3%	HOLD
54	ROSTROSS STORES INC	130,760	$29M	0.3%	TRIM −3%
55	PEPPEPSICO INC	168,536	$26M	0.3%	TRIM −4%
56	ROPROPER TECHNOLOGIES INC	68,223	$23M	0.2%	TRIM −42%
57	CBTCABOT CORP	286,044	$21M	0.2%	HOLD
58	CRMSALESFORCE INC	128,841	$21M	0.2%	TRIM −20%
59	TTDTHE TRADE DESK INC	921,260	$19M	0.2%	TRIM −23%
60	AMGNAMGEN INC	50,536	$18M	0.2%	TRIM −3%
61	MSCIMSCI INC	30,965	$17M	0.2%	HOLD
62	ECLECOLAB INC	60,352	$16M	0.2%	ADD 37%
63	ACNACCENTURE PLC IRELAND	91,149	$16M	0.2%	TRIM −5%
64	RTXRTX CORPORATION	70,060	$14M	0.1%	HOLD
65	JPMJPMORGAN CHASE & CO	45,554	$14M	0.1%	TRIM −37%
66	ALGNALIGN TECHNOLOGY INC	76,830	$13M	0.1%	TRIM −31%
67	ABBVABBVIE INC	63,041	$13M	0.1%	TRIM −2%
68	ANETARISTA NETWORKS INC	87,427	$13M	0.1%	TRIM −16%
69	CVXCHEVRON CORP NEW	67,909	$13M	0.1%	TRIM −3%
70	WSOWATSCO INC	29,416	$12M	0.1%	TRIM −5%
71	AVGOBROADCOM INC	30,529	$11M	0.1%	ADD 11%
72	GLDSPDR GOLD TR	24,417	$11M	0.1%	ADD 222%
73	ITWILLINOIS TOOL WKS INC	35,945	$10M	0.1%	HOLD
74	HDBHDFC BANK LTD	358,397	$10M	0.1%	HOLD
75	WMTWALMART INC	69,422	$9M	0.1%	TRIM −7%
76	ROKROCKWELL AUTOMATION INC	21,410	$8M	0.1%	TRIM −3%
77	SPYSTATE STR SPDR S&P 500 ETF T	11,961	$8M	0.1%	ADD 8%
78	KOCOCA COLA CO	101,371	$8M	0.1%	TRIM −4%
79	DEDEERE & CO	11,513	$7M	0.1%	HOLD
80	CLCOLGATE PALMOLIVE CO	81,469	$7M	0.1%	HOLD
81	TKRTimken Co.	60,521	$6M	0.1%	HOLD
82	COPCONOCOPHILLIPS	50,358	$6M	0.1%	HOLD
83	VTIVANGUARD INDEX FDS	18,271	$6M	0.1%	TRIM −6%
84	APDAIR PRODS & CHEMS INC	20,375	$6M	0.1%	TRIM −2%
85	NEENEXTERA ENERGY INC	54,977	$5M	0.1%	ADD 2%
86	CTASCINTAS CORP	28,374	$5M	0.0%	HOLD
87	CMICUMMINS INC	7,517	$5M	0.0%	HOLD
88	NSCNORFOLK SOUTHN CORP	14,865	$4M	0.0%	HOLD
89	GEGE AEROSPACE	14,271	$4M	0.0%	HOLD
90	HONHONEYWELL INTL INC	18,100	$4M	0.0%	HOLD
91	CBCHUBB LIMITED	12,552	$4M	0.0%	HOLD
92	CSCOCISCO SYS INC	48,733	$4M	0.0%	HOLD
93	NVONOVO-NORDISK A S	105,554	$4M	0.0%	HOLD
94	NFLXNETFLIX INC	36,985	$4M	0.0%	ADD 5%
95	DISDISNEY WALT CO	37,989	$4M	0.0%	TRIM −17%
96	STTSTATE STR CORP	26,918	$4M	0.0%	HOLD
97	SPGIS&P GLOBAL INC	9,028	$4M	0.0%	ADD 4%
98	QQQINVESCO QQQ TR	6,097	$4M	0.0%	HOLD
99	MSMORGAN STANLEY	20,534	$4M	0.0%	ADD 2%
100	GLWCORNING INC	18,998	$3M	0.0%	TRIM −3%
101	VIGVANGUARD SPECIALIZED FUNDS	14,490	$3M	0.0%	HOLD
102	ISRGINTUITIVE SURGICAL INC	6,956	$3M	0.0%	HOLD
103	IBMINTERNATIONAL BUSINESS MACHS	13,546	$3M	0.0%	HOLD
104	HASIHA SUSTAINABLE INFRA CAP INC	79,596	$3M	0.0%	ADD 11%
105	BRK.ABERKSHIRE HATHAWAY INC DEL	4	$3M	0.0%	HOLD
106	INTCINTEL CORP	44,366	$3M	0.0%	TRIM −5%
107	COFCAPITAL ONE FINL CORP	14,050	$3M	0.0%	TRIM −12%
108	VOOVANGUARD INDEX FDS	4,247	$3M	0.0%	HOLD
109	MDYSPDR S&P MIDCAP 400 ETF TR	4,093	$3M	0.0%	HOLD
110	BACBANK AMERICA CORP	47,702	$3M	0.0%	TRIM −74%
111	ULUNILEVER PLC	42,691	$2M	0.0%	TRIM −5%
112	BKNGBOOKING HOLDINGS INC	14,100	$2M	0.0%	ADD 2501%
113	LMTLOCKHEED MARTIN CORP	3,923	$2M	0.0%	ADD 183%
114	PAYXPAYCHEX INC	28,095	$2M	0.0%	HOLD
115	GEVGE VERNOVA INC	2,420	$2M	0.0%	HOLD
116	EWEDWARDS LIFESCIENCES CORP	29,737	$2M	0.0%	HOLD
117	IWFISHARES TR	4,858	$2M	0.0%	TRIM −16%
118	VMIVALMONT INDS INC	4,930	$2M	0.0%	HOLD
119	GILGILDAN ACTIVEWEAR INC	36,220	$2M	0.0%	HOLD
120	AAEQEA SERIES TRUST	43,122	$2M	0.0%	HOLD
121	FDSFACTSET RESH SYS INC	9,750	$2M	0.0%	TRIM −6%
122	IWOISHARES TR	6,088	$2M	0.0%	HOLD
123	IVVISHARES TR	2,955	$2M	0.0%	HOLD
124	TSLATESLA INC	5,742	$2M	0.0%	HOLD
125	JKHYHENRY JACK & ASSOC INC	12,899	$2M	0.0%	TRIM −27%
126	ZTSZOETIS INC	15,266	$2M	0.0%	TRIM −36%
127	GNRCGENERAC HLDGS INC	8,655	$2M	0.0%	HOLD
128	AXPAMERICAN EXPRESS CO	5,600	$2M	0.0%	ADD 4%
129	TDGTRANSDIGM GROUP INC	1,420	$2M	0.0%	HOLD
130	VRTXVERTEX PHARMACEUTICALS INC	3,857	$2M	0.0%	TRIM −3%
131	PFEPFIZER INC	61,211	$2M	0.0%	TRIM −5%
132	HSYHERSHEY CO	8,039	$2M	0.0%	TRIM −15%
133	ABNBAIRBNB INC	12,527	$2M	0.0%	TRIM −9%
134	IWDISHARES TR	7,245	$2M	0.0%	TRIM −9%
135	VUSBVANGUARD BD INDEX FDS	31,460	$2M	0.0%	HOLD
136	LINLINDE PLC	2,967	$1M	0.0%	HOLD
137	OZKBANK OZK LITTLE ROCK ARK	30,930	$1M	0.0%	ADD 3226%
138	SHELSHELL PLC	16,059	$1M	0.0%	HOLD
139	MELIMERCADOLIBRE INC	826	$1M	0.0%	TRIM −4%
140	BXBLACKSTONE INC	12,457	$1M	0.0%	HOLD
141	SYYSYSCO CORP	19,504	$1M	0.0%	TRIM −5%
142	CATCATERPILLAR INC	1,785	$1M	0.0%	TRIM −18%
143	KKRKKR & CO INC	15,453	$1M	0.0%	HOLD
144	AMDADVANCED MICRO DEVICES INC	5,611	$1M	0.0%	HOLD
145	TXNTEXAS INSTRS INC	5,871	$1M	0.0%	ADD 2%
146	EMREMERSON ELEC CO	8,671	$1M	0.0%	HOLD
147	AERAERCAP HOLDINGS NV	8,440	$1M	0.0%	HOLD
148	VZVERIZON COMMUNICATIONS INC	26,228	$1M	0.0%	HOLD
149	RNRRENAISSANCERE HLDGS LTD	3,960	$1M	0.0%	HOLD
150	VEAVANGUARD TAX-MANAGED FDS	17,496	$1M	0.0%	ADD 19%
151	MCKMCKESSON CORP	1,319	$1M	0.0%	HOLD
152	IWNISHARES TR	5,603	$1M	0.0%	HOLD
153	EFVISHARES TR	14,359	$1M	0.0%	HOLD
154	QQNITY ELECTRONICS INC	8,403	$1M	0.0%	HOLD
155	FNFFIDELITY NATL FINL INC	22,752	$1M	0.0%	HOLD
156	FASTFASTENAL CO	21,930	$1M	0.0%	HOLD
157	NVSNOVARTIS AG	6,998	$1M	0.0%	HOLD
158	IVWISHARES TR	8,880	$1M	0.0%	HOLD
159	BIIBBIOGEN INC	6,193	$1M	0.0%	HOLD
160	AWKAMERICAN WTR WKS CO INC NEW	7,746	$1M	0.0%	HOLD
161	SPGSIMON PPTY GROUP INC NEW	5,279	$1M	0.0%	HOLD
162	PYPLPAYPAL HLDGS INC	23,402	$1M	0.0%	TRIM −23%
163	WWDWOODWARD INC	2,660	$1M	0.0%	HOLD
164	GILDGILEAD SCIENCES INC	7,417	$1M	0.0%	ADD 5%
165	XYLXYLEM INC	7,900	$1M	0.0%	HOLD
166	ENBENBRIDGE INC	18,499	$1M	0.0%	TRIM −2%
167	AMEAMETEK INC	4,216	$990,380	0.0%	HOLD
168	MTDMETTLER TOLEDO INTERNATIONAL	732	$969,907	0.0%	ADD 2%
169	SCHWSCHWAB CHARLES CORP	10,220	$968,856	0.0%	HOLD
170	RBARB GLOBAL INC	9,327	$963,479	0.0%	HOLD
171	APHAMPHENOL CORP	6,830	$961,323	0.0%	TRIM −3%
172	BALLBALL CORP	15,115	$941,513	0.0%	TRIM −24%
173	VUGVANGUARD INDEX FDS	2,006	$925,028	0.0%	HOLD
174	XPOXPO INC	4,320	$919,037	0.0%	HOLD
175	VEUVANGUARD INTL EQUITY INDEX F	11,513	$911,945	0.0%	ADD 20%
176	SNOWSNOWFLAKE INC	7,400	$896,214	0.0%	HOLD
177	LINDLINDBLAD EXPEDITIONS HLDGS I	46,593	$891,325	0.0%	TRIM −23%
178	IWMISHARES TR	3,398	$887,898	0.0%	HOLD
179	LHLABCORP HOLDINGS INC	3,370	$879,334	0.0%	HOLD
180	CTVACORTEVA INC	10,314	$864,622	0.0%	ADD 3%
181	ACGLARCH CAP GROUP LTD	8,972	$861,043	0.0%	ADD 3%
182	DDDUPONT DE NEMOURS INC	18,171	$858,582	0.0%	HOLD
183	CCITIGROUP INC	6,884	$856,301	0.0%	HOLD
184	TELTE CONNECTIVITY PLC	3,701	$850,415	0.0%	HOLD
185	DCIDONALDSON INC	9,533	$845,100	0.0%	HOLD
186	CCICROWN CASTLE INC	9,790	$844,780	0.0%	HOLD
187	MDLZMONDELEZ INTL INC	14,191	$837,269	0.0%	TRIM −10%
188	MKCMCCORMICK & CO INC	15,583	$836,966	0.0%	HOLD
189	ESGVVanguard ESG US Stock - ETF	6,950	$819,266	0.0%	HOLD
190	SUNBSUNBELT RENTALS HOLDINGS INC	11,960	$815,194	0.0%	NEW
191	OMCOMNICOM GROUP INC	10,860	$812,002	0.0%	HOLD
192	DOVDOVER CORP	3,725	$808,772	0.0%	HOLD
193	MCOMOODYS CORP	1,891	$808,233	0.0%	HOLD
194	FANGDIAMONDBACK ENERGY INC	4,150	$781,051	0.0%	TRIM −3%
195	BNBROOKFIELD CORP	17,535	$738,925	0.0%	HOLD
196	WMGWARNER MUSIC GROUP CORP	25,900	$738,150	0.0%	HOLD
197	PPGPPG INDS INC	6,650	$733,695	0.0%	HOLD
198	SPOTSPOTIFY TECHNOLOGY S A	1,517	$722,077	0.0%	HOLD
199	HASHASBRO INC	7,800	$715,494	0.0%	HOLD
200	MOALTRIA GROUP INC	10,458	$704,660	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

GOOGLALPHABET INC

3.1M

3.0M

2.9M

$916M

MAMASTERCARD INCORPORATED

1.5M

1.4M

$688M

MSFTMICROSOFT CORP

1.9M

1.8M

$683M

AMZNAMAZON COM INC

2.2M

$535M

SYKSTRYKER CORPORATION

1.2M

1.1M

$390M

AAPLAPPLE INC

1.5M

1.4M

$372M

INTUINTUIT

932K

934K

924K

927K

943K

1.0M

$356M

NVDANVIDIA CORPORATION

1.3M

1.6M

1.7M

1.8M

1.7M

1.8M

$343M

TJXTJX COS INC NEW

2.4M

2.3M

2.2M

2.1M

$341M

DHRDANAHER CORP DEL

1.7M

$315M

TMOTHERMO FISHER SCIENTIFIC INC

523K

546K

543K

540K

531K

$264M

COSTCOSTCO WHSL CORP NEW

246K

244K

241K

242K

244K

238K

$238M

AMTAMERICAN TOWER CORP

1.4M

1.3M

1.2M

$218M

PHPARKER-HANNIFIN CORP

190K

210K

209K

208K

207K

205K

$202M

NXPINXP SEMICONDUCTORS N V

964K

966K

971K

972K

967K

968K

$198M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 559 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA