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

Filing Details

13F-HR2025-03-31
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
Manager Name
Loring-Wolcott--Coolidge-Fiduciary-Advisors-Llpma
Data Enrichment
94% identified
589 identified39 unidentified

Holdings

628 positions • $2.8B total value
Manager:
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464288182
Shares:274
Value:$19.9K
% of Portfolio:0.0% ($19.9K/$2.8B)
Toll Brothers, Inc.
Shares:200
Value:$19.6K
% of Portfolio:0.0% ($19.6K/$2.8B)
ILLUMINA, INC.
Shares:254
Value:$19.4K
% of Portfolio:0.0% ($19.4K/$2.8B)
Alibaba Group Holding Ltd
Shares:162
Value:$19.3K
% of Portfolio:0.0% ($19.3K/$2.8B)
GH Research PLC
Shares:2.0K
Value:$19.0K
% of Portfolio:0.0% ($19.0K/$2.8B)
464287556
Shares:150
Value:$18.3K
% of Portfolio:0.0% ($18.3K/$2.8B)
KROGER CO
Shares:252
Value:$18.1K
% of Portfolio:0.0% ($18.1K/$2.8B)
Baidu, Inc.
Shares:200
Value:$17.5K
% of Portfolio:0.0% ($17.5K/$2.8B)
WATTS WATER TECHNOLOGIES INC
Shares:84
Value:$17.2K
% of Portfolio:0.0% ($17.2K/$2.8B)
SOLAREDGE TECHNOLOGIES, INC.
Shares:1.4K
Value:$16.9K
% of Portfolio:0.0% ($16.9K/$2.8B)
CyberArk Software Ltd.
Shares:50
Value:$16.7K
% of Portfolio:0.0% ($16.7K/$2.8B)
Organon & Co.
Shares:1.4K
Value:$16.4K
% of Portfolio:0.0% ($16.4K/$2.8B)
BOSTON BEER CO INC
Shares:63
Value:$15.5K
% of Portfolio:0.0% ($15.5K/$2.8B)
WASHINGTON TRUST BANCORP INC
Shares:539
Value:$14.9K
% of Portfolio:0.0% ($14.9K/$2.8B)
464287168
Shares:112
Value:$14.2K
% of Portfolio:0.0% ($14.2K/$2.8B)
PRICE T ROWE GROUP INC
Shares:164
Value:$14.2K
% of Portfolio:0.0% ($14.2K/$2.8B)
ALIGN TECHNOLOGY INC
Shares:80
Value:$14.2K
% of Portfolio:0.0% ($14.2K/$2.8B)
CADIZ INC
Shares:5.0K
Value:$13.5K
% of Portfolio:0.0% ($13.5K/$2.8B)
Intercontinental Exchange, Inc.
Shares:83
Value:$13.4K
% of Portfolio:0.0% ($13.4K/$2.8B)
CARLISLE COMPANIES INC
Shares:37
Value:$13.3K
% of Portfolio:0.0% ($13.3K/$2.8B)