Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma

Filing Details

13F-HR • 2025-03-31
SEC
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
0000932974
Manager Name
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Data Enrichment
94% identified
589 identified39 unidentified

Holdings

628 positions
Manager:
SEC
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Page 19 of 28
78468R739
78468R739
Shares:
1350(+0.0%)
Value:
$63.6M(-1.0%)
ROYAL GOLD INC
RGLD|780287108
Shares:
350(+0.0%)
Value:
$63.2M(+30.4%)
MongoDB, Inc.
MDB|60937P106
Shares:
380(+0.0%)
Value:
$61.8M(-38.5%)
PRUDENTIAL FINANCIAL INC
PRU|744320102
Shares:
600(+0.0%)
Value:
$61.0M(-15.7%)
SEMPRA
SRE|816851109
Shares:
812(+0.0%)
Value:
$59.5M(-10.8%)
APTARGROUP, INC.
ATR|038336103
Shares:
400(+0.0%)
Value:
$59.2M(-6.6%)
Vertiv Holdings Co
VRT|92537N108
Shares:
750(+15.4%)
Value:
$58.5M(-12.3%)
464288273
464288273
Shares:
896(+0.0%)
Value:
$58.4M(+4.5%)
Solventum Corp
SOLV|83444M101
Shares:
877(+1101.4%)
Value:
$57.8M(+953.7%)
DIAGEO PLC
DEO|25243Q205
Shares:
499(-58.7%)
Value:
$55.4M(-63.5%)
BROWN FORMAN CORP
BF-A|115637100
Shares:
1595(+0.0%)
Value:
$55.0M(+0.7%)
lululemon athletica inc.
LULU|550021109
Shares:
200(+0.0%)
Value:
$53.2M(-34.0%)
J M SMUCKER Co
SJM|832696405
Shares:
443(-10.1%)
Value:
$52.1M(-1.5%)
LINCOLN NATIONAL CORP
LNC|534187109
Shares:
1653(+0.0%)
Value:
$51.0M(-9.0%)
47103U886
47103U886
Shares:
1004(+0.0%)
Value:
$49.1M(-0.2%)
46435GAA0
46435GAA0
Shares:
2000(+0.0%)
Value:
$48.3M(-0.1%)
Atlassian Corp
TEAM|049468101
Shares:
225(+0.0%)
Value:
$46.9M(-22.3%)
KLA CORP
KLAC|482480100
Shares:
69(+0.0%)
Value:
$45.3M(-6.5%)
UNION PACIFIC CORP
UNP|907818108
Shares:
199(+0.0%)
Value:
$43.7M(-13.6%)
Meta Platforms, Inc.
META|30303M102
Shares:
84(+0.0%)
Value:
$43.7M(-21.1%)