Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma

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: 0000932974
Manager Name: Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma

Data Enrichment

94% identified

589 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

628 positions • $2,779,144.001K total value

628 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 8 of 28

Sort by:

MOODYS CORP /DE/

MCO|615369105

2051(-2.8%)

Value:

$883.5M(-15.6%)

FASTENAL CO

FAST|311900104

10965(-2.7%)

Value:

$879.3M(+2.3%)

EMERSON ELECTRIC CO

EMR|291011104

8671(-3.5%)

Value:

$876.4M(-24.4%)

COMCAST CORP

CMCSA|20030N101

25395(-10.2%)

Value:

$875.4M(-19.0%)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

17775(+0.0%)

Value:

$866.7M(-16.4%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

1958(+0.0%)

Value:

$845.2M(-26.0%)

CATERPILLAR INC

CAT|149123101

2847(-0.2%)

Value:

$842.1M(-25.3%)

464287309

IVW|464287309

9300(+0.0%)

Value:

$840.6M(-11.8%)

GENERAL MILLS INC

GIS|370334104

14626(-2.9%)

Value:

$837.8M(-9.7%)

CORNING INC /NY

GLW|219350105

19288(-1.4%)

Value:

$828.8M(-14.5%)

GE Vernova Inc.

GEV|36828A101

2456(+5.0%)

Value:

$825.4M(+6.9%)

921943858

VEA|921943858

15790(+5.5%)

Value:

$815.6M(+9.2%)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

5279(+0.0%)

Value:

$809.2M(-13.3%)

TARGET CORP

TGT|87612E106

8617(-10.4%)

Value:

$794.1M(-42.0%)

Fortive Corp

FTV|34959J108

11834(-0.5%)

Value:

$793.6M(-16.3%)

IQVIA HOLDINGS INC.

IQV|46266C105

5369(-1.8%)

Value:

$789.6M(-30.2%)

GILEAD SCIENCES, INC.

GILD|375558103

7087(-16.6%)

Value:

$753.9M(-7.0%)

METTLER TOLEDO INTERNATIONAL INC/

MTD|592688105

715(+0.0%)

Value:

$748.1M(-22.3%)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

3386(+0.0%)

Value:

$741.7M(-2.1%)

BIOGEN INC.

BIIB|09062X103

6193(-4.4%)

Value:

$731.8M(-24.1%)

Instrument	Shares		Other Manager	Value
Moodys Corp /De/(MCOcusip615369105)	2.1K	QoQ -2.75% (-58) YoY -5.17% (-112)	All Managers (Combined)	$883.5K	QoQ -15.55% (-$162.7K) YoY +7.70% (-$63.2K)
Fastenal Co(FASTcusip311900104)	11.0K	QoQ -2.66% (-300) YoY -2.66% (-300)	All Managers (Combined)	$879.3K	QoQ +2.33% (-$20.1K) YoY +15.72% (-$119.5K)
Emerson Electric Co(EMRcusip291011104)	8.7K	QoQ -3.54% (-319) YoY -5.69% (-524)	All Managers (Combined)	$876.4K	QoQ -24.41% (-$283.2K) YoY -12.26% (-$122.5K)
Comcast Corp(CMCSAcusip20030N101)	25.4K	QoQ -10.20% (-2.9K) YoY +4.17% (-1.0K)	All Managers (Combined)	$875.4K	QoQ -19.03% (-$205.8K) YoY -11.48% (-$113.6K)
Chipotle Mexican Grill Inc(CMGcusip169656105)	17.8K	QoQ 0.00% (-0) YoY +4878.99% (-17.4K)	All Managers (Combined)	$866.7K	QoQ -16.36% (-$169.6K) YoY -15.82% (-$163.0K)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	2.0K	QoQ 0.00% (-0) YoY -6.71% (-141)	All Managers (Combined)	$845.2K	QoQ -26.04% (-$297.6K) YoY -26.57% (-$305.9K)
Caterpillar Inc(CATcusip149123101)	2.8K	QoQ -0.24% (-7) YoY +166.07% (+1.8K)	All Managers (Combined)	$842.1K	QoQ -25.30% (-$285.2K) YoY +120.06% (+$459.4K)
(IVWcusip464287309)	9.3K	QoQ 0.00% (-0) YoY +48.91% (+3.1K)	All Managers (Combined)	$840.6K	QoQ -11.76% (-$112.1K) YoY +68.00% (+$340.3K)
General Mills Inc(GIScusip370334104)	14.6K	QoQ -2.85% (-430) YoY -9.69% (-1.6K)	All Managers (Combined)	$837.8K	QoQ -9.72% (-$90.3K) YoY -27.31% (-$314.9K)
Corning Inc /Ny(GLWcusip219350105)	19.3K	QoQ -1.40% (-275) YoY -1.98% (-390)	All Managers (Combined)	$828.8K	QoQ -14.46% (-$140.1K) YoY +33.49% (-$208.0K)
Ge Vernova Inc.(GEVcusip36828A101)	2.5K	QoQ +4.95% (+116) YoY -29.70% (-1.0K)	All Managers (Combined)	$825.4K	QoQ +6.89% (+$53.2K) YoY +72.83% (-$347.8K)
(VEAcusip921943858)	15.8K	QoQ +5.51% (+826) YoY -20.70% (-4.1K)	All Managers (Combined)	$815.6K	QoQ +9.15% (+$68.4K) YoY -15.34% (-$147.8K)
Simon Property Group Inc /De/(SPGcusip828806109)	5.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$809.2K	QoQ -13.25% (-$123.6K) YoY +7.63% (+$57.4K)
Target Corp(TGTcusip87612E106)	8.6K	QoQ -10.39% (-1.0K) YoY -4.12% (-371)	All Managers (Combined)	$794.1K	QoQ -42.05% (-$576.4K) YoY -47.13% (-$707.9K)
Fortive Corp(FTVcusip34959J108)	11.8K	QoQ -0.47% (-57) YoY -32.59% (-5.7K)	All Managers (Combined)	$793.6K	QoQ -16.33% (-$155.0K) YoY -43.74% (-$617.2K)
Iqvia Holdings Inc.(IQVcusip46266C105)	5.4K	QoQ -1.75% (-96) YoY -22.74% (-1.6K)	All Managers (Combined)	$789.6K	QoQ -30.20% (-$341.7K) YoY -50.89% (-$818.2K)
Gilead Sciences, Inc.(GILDcusip375558103)	7.1K	QoQ -16.65% (-1.4K) YoY -17.45% (-1.5K)	All Managers (Combined)	$753.9K	QoQ -7.01% (-$56.8K) YoY +31.15% (-$179.1K)
Mettler Toledo International Inc/(MTDcusip592688105)	715	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$748.1K	QoQ -22.34% (-$215.2K) YoY -12.77% (-$109.6K)
Marsh & Mclennan Companies, Inc.(MMCcusip571748102)	3.4K	QoQ 0.00% (-0) YoY -11.19% (-427)	All Managers (Combined)	$741.7K	QoQ -2.14% (-$16.3K) YoY -3.43% (-$26.4K)
Biogen Inc.(BIIBcusip09062X103)	6.2K	QoQ -4.41% (-286) YoY -4.41% (-286)	All Managers (Combined)	$731.8K	QoQ -24.06% (-$232.0K) YoY -41.80% (-$525.8K)