Loring-Wolcott--Coolidge-Fiduciary-Advisors-Llpma

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 628
Total Value: 2779144001
Accession Number: 0000932974-25-000004
Form Type: 13F-HR
CIK: loring-wolcott--coolidge-fiduciary-advisors-llpma
Manager Name: Loring-Wolcott--Coolidge-Fiduciary-Advisors-Llpma

Data Enrichment

94% identified

589 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

628 positions • $2.8B total value

SEC FilingSEC DataHachi Filing

Manager:

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92206C706

VGIT|92206C706

Shares:2.7K

Value:$158.2K

% of Portfolio:0.0% ($158.2K/$2.8B)

Enphase Energy, Inc.

ENPH|29355A107

Shares:3.5K

Value:$157.7K

% of Portfolio:0.0% ($157.7K/$2.8B)

Eaton Corp plc

ETN|G29183103

Shares:563

Value:$155.2K

% of Portfolio:0.0% ($155.2K/$2.8B)

233051853

Shares:3.6K

Value:$154.6K

% of Portfolio:0.0% ($154.6K/$2.8B)

Valaris Ltd

VAL|G9460G101

Shares:5.0K

Value:$154.3K

% of Portfolio:0.0% ($154.3K/$2.8B)

SHOPIFY INC.

SHOP|82509L107

Shares:1.7K

Value:$154.2K

% of Portfolio:0.0% ($154.2K/$2.8B)

GENERAL DYNAMICS CORP

GD|369550108

Shares:575

Value:$152.8K

% of Portfolio:0.0% ($152.8K/$2.8B)

ALLSTATE CORP

ALL|020002101

Shares:781

Value:$152.1K

% of Portfolio:0.0% ($152.1K/$2.8B)

46434VBD1

Shares:6.0K

Value:$150.8K

% of Portfolio:0.0% ($150.8K/$2.8B)

Marvell Technology, Inc.

MRVL|573874104

Shares:2.8K

Value:$150.3K

% of Portfolio:0.0% ($150.3K/$2.8B)

EBAY INC

EBAY|278642103

Shares:2.2K

Value:$149.1K

% of Portfolio:0.0% ($149.1K/$2.8B)

Uber Technologies, Inc

UBER|90353T100

Shares:2.0K

Value:$147.9K

% of Portfolio:0.0% ($147.9K/$2.8B)

CSX CORP

CSX|126408103

Shares:5.3K

Value:$145.9K

% of Portfolio:0.0% ($145.9K/$2.8B)

92204A108

Shares:462

Value:$145.3K

% of Portfolio:0.0% ($145.3K/$2.8B)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:1.2K

Value:$145.2K

% of Portfolio:0.0% ($145.2K/$2.8B)

CROWN CASTLE INC.

CCI|22822V101

Shares:1.4K

Value:$140.1K

% of Portfolio:0.0% ($140.1K/$2.8B)

97717X669

Shares:1.8K

Value:$138.3K

% of Portfolio:0.0% ($138.3K/$2.8B)

00214Q401

Shares:1.4K

Value:$135.9K

% of Portfolio:0.0% ($135.9K/$2.8B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:847

Value:$133.7K

% of Portfolio:0.0% ($133.7K/$2.8B)

DEXCOM INC

DXCM|252131107

Shares:2.0K

Value:$132.9K

% of Portfolio:0.0% ($132.9K/$2.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGITcusip92206C706)	2.7K	QoQ 0.00% (+0) YoY NEW(+2.7K)	All Managers (Combined)	$158.2K	0.0% ($158.2K/$2.8B)	QoQ +1.38% (+$2.2K) YoY NEW(+$158.2K)
Enphase Energy, Inc.(ENPHcusip29355A107)	3.5K	QoQ -50.70% (-3.6K) YoY -62.24% (-5.8K)	All Managers (Combined)	$157.7K	0.0% ($157.7K/$2.8B)	QoQ -65.25% (-$296.3K) YoY -84.60% (-$866.8K)
Eaton Corp plc(ETNcusipG29183103)	563	QoQ 0.00% (-0) YoY +22.65% (+104)	All Managers (Combined)	$155.2K	0.0% ($155.2K/$2.8B)	QoQ -11.52% (-$20.2K) YoY +9.74% (+$13.8K)
(cusip233051853)✕	3.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$154.6K	0.0% ($154.6K/$2.8B)	QoQ -1.64% (-$2.6K) YoY +5.94% (+$8.7K)
Valaris Ltd(VALcusipG9460G101)	5.0K	QoQ 0.00% (-0) YoY NEW(+5.0K)	All Managers (Combined)	$154.3K	0.0% ($154.3K/$2.8B)	QoQ -36.45% (-$88.5K) YoY NEW(+$154.3K)
SHOPIFY INC.(SHOPcusip82509L107)	1.7K	QoQ 0.00% (-0) YoY +2.41% (+40)	All Managers (Combined)	$154.2K	0.0% ($154.2K/$2.8B)	QoQ -15.29% (-$27.8K) YoY +32.04% (+$37.4K)
GENERAL DYNAMICS CORP(GDcusip369550108)	575	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$152.8K	0.0% ($152.8K/$2.8B)	QoQ -1.52% (-$2.4K) YoY -8.78% (-$14.7K)
ALLSTATE CORP(ALLcusip020002101)	781	QoQ -2.37% (-19) YoY -2.37% (-19)	All Managers (Combined)	$152.1K	0.0% ($152.1K/$2.8B)	QoQ -1.59% (-$2.5K) YoY +8.37% (-$11.8K)
(cusip46434VBD1)✕	6.0K	QoQ 0.00% (+0) YoY -20.00% (-1.5K)	All Managers (Combined)	$150.8K	0.0% ($150.8K/$2.8B)	QoQ 0.00% (+$0) YoY -18.73% (-$34.8K)
Marvell Technology, Inc.(MRVLcusip573874104)	2.8K	QoQ +14.54% (-355) YoY +39.75% (+795)	All Managers (Combined)	$150.3K	0.0% ($150.3K/$2.8B)	QoQ -38.60% (-$94.5K) YoY +19.50% (+$24.5K)
EBAY INC(EBAYcusip278642103)	2.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$149.1K	0.0% ($149.1K/$2.8B)	QoQ -0.31% (-$470) YoY +30.80% (+$35.1K)
Uber Technologies, Inc(UBERcusip90353T100)	2.0K	QoQ +199.25% (+1.3K) YoY +199.25% (+1.3K)	All Managers (Combined)	$147.9K	0.0% ($147.9K/$2.8B)	QoQ +221.01% (+$101.8K) YoY +220.03% (+$101.7K)
CSX CORP(CSXcusip126408103)	5.3K	QoQ -13.91% (-855) YoY -13.77% (-845)	All Managers (Combined)	$145.9K	0.0% ($145.9K/$2.8B)	QoQ -29.39% (-$60.8K) YoY -31.28% (-$66.4K)
(cusip92204A108)✕	462	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$145.3K	0.0% ($145.3K/$2.8B)	QoQ -19.05% (-$34.2K) YoY +7.00% (+$9.5K)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	1.2K	QoQ +35.55% (+320) YoY +0.32% (+4)	All Managers (Combined)	$145.2K	0.0% ($145.2K/$2.8B)	QoQ +41.04% (+$42.3K) YoY +19.65% (+$23.9K)
CROWN CASTLE INC.(CCIcusip22822V101)	1.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$140.1K	0.0% ($140.1K/$2.8B)	QoQ +10.65% (+$13.5K) YoY +7.57% (+$9.9K)
(cusip97717X669)✕	1.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$138.3K	0.0% ($138.3K/$2.8B)	QoQ -9.31% (-$14.2K) YoY +4.19% (+$5.6K)
(cusip00214Q401)✕	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$135.9K	0.0% ($135.9K/$2.8B)	QoQ NEW(+$135.9K) YoY NEW(+$135.9K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	847	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$133.7K	0.0% ($133.7K/$2.8B)	QoQ -17.94% (-$29.2K) YoY +21.62% (+$23.8K)
DEXCOM INC(DXCMcusip252131107)	2.0K	QoQ 0.00% (-0) YoY -2.69% (-55)	All Managers (Combined)	$132.9K	0.0% ($132.9K/$2.8B)	QoQ -23.61% (-$41.1K) YoY -50.53% (-$135.8K)