Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma

Investment Portfolio & 13F Holdings Analysis

About

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 628 holdings worth $2.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

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Apple Inc.

AAPL|037833100

1485904(-1.0%)

Value:

$304.0B(-11.9%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

244202(-0.6%)

Value:

$238.3B(+0.4%)

NVIDIA CORP

NVDA|67066G104

1557838(+15.5%)

Value:

$160.0B(+0.2%)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

1432307(-1.5%)

Value:

$140.0B(-9.8%)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

1278002(-1.4%)

Value:

$130.5B(-7.9%)

ROPER TECHNOLOGIES INC

ROP|776696106

222212(-4.0%)

Value:

$122.5B(-2.3%)

HOME DEPOT, INC.

HD|437076102

254246(+0.2%)

Value:

$90.6B(-15.9%)

SYNOPSYS INC

SNPS|871607107

197024(+17.6%)

Value:

$83.2B(-2.8%)

Philip Morris International Inc.

PM|718172109

491939(-1.7%)

Value:

$82.7B(+26.6%)

Salesforce, Inc.

CRM|79466L302

318284(-0.3%)

Value:

$79.7B(-28.1%)

LOWES COMPANIES INC

LOW|548661107

337500(-2.9%)

Value:

$73.5B(-21.3%)

STARBUCKS CORP

SBUX|855244109

859597(-3.7%)

Value:

$71.2B(-20.3%)

PROCTER & GAMBLE Co

PG|742718109

407079(-1.3%)

Value:

$67.5B(-3.6%)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

261566(-2.1%)

Value:

$61.8B(-3.4%)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

133775(-0.5%)

Value:

$57.1B(-0.7%)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

96473(-9.1%)

Value:

$56.7B(-21.9%)

NIKE, Inc.

NKE|654106103

791569(-2.5%)

Value:

$45.4B(-26.0%)

Veralto Corp

VLTO|92338C103

489557(-6.9%)

Value:

$44.3B(-18.4%)

JOHNSON & JOHNSON

JNJ|478160104

272472(-3.1%)

Value:

$42.3B(-1.5%)

EXXON MOBIL CORP

XOM|30231G102

384936(-0.5%)

Value:

$41.3B(-3.0%)

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	1.5M	QoQ -1.04% (-15.7K) YoY -4.78% (-74.7K)	All Managers (Combined)	$304.0M	QoQ -11.92% (-$41.1M) YoY +17.46% (-$45.2M)
Costco Wholesale Corp /New(COSTcusip22160K105)	244.2K	QoQ -0.64% (-1.6K) YoY -3.91% (-9.9K)	All Managers (Combined)	$238.3M	QoQ +0.44% (-$1.1M) YoY +31.05% (-$56.5M)
Nvidia Corp(NVDAcusip67066G104)	1.6M	QoQ +15.50% (+209.1K) YoY +1172.61% (+1.4M)	All Managers (Combined)	$160.0M	QoQ +0.17% (+$287.4K) YoY +64.37% (+$62.7M)
Canadian National Railway Co(CNIcusip136375102)	1.4M	QoQ -1.47% (-21.5K) YoY -2.59% (-38.1K)	All Managers (Combined)	$140.0M	QoQ -9.79% (-$15.2M) YoY -26.35% (-$50.1M)
Church & Dwight Co Inc /De/(CHDcusip171340102)	1.3M	QoQ -1.37% (-17.9K) YoY -6.14% (-83.7K)	All Managers (Combined)	$130.5M	QoQ -7.92% (-$11.2M) YoY -9.52% (-$13.7M)
Roper Technologies Inc(ROPcusip776696106)	222.2K	QoQ -4.02% (-9.3K) YoY -6.72% (-16.0K)	All Managers (Combined)	$122.5M	QoQ -2.29% (-$2.9M) YoY -4.65% (-$6.0M)
Home Depot, Inc.(HDcusip437076102)	254.2K	QoQ +0.23% (-586) YoY +1.51% (+3.8K)	All Managers (Combined)	$90.6M	QoQ -15.91% (-$17.2M) YoY +7.65% (+$6.4M)
Synopsys Inc(SNPScusip871607107)	197.0K	QoQ +17.60% (-29.5K) YoY +20727.06% (+196.1K)	All Managers (Combined)	$83.2M	QoQ -2.77% (-$2.4M) YoY +16959.08% (+$82.7M)
Philip Morris International Inc.(PMcusip718172109)	491.9K	QoQ -1.73% (-8.7K) YoY -4.62% (-23.8K)	All Managers (Combined)	$82.7M	QoQ +26.65% (-$17.4M) YoY +70.46% (-$34.2M)
Salesforce, Inc.(CRMcusip79466L302)	318.3K	QoQ -0.33% (-1.1K) YoY -30.02% (-136.6K)	All Managers (Combined)	$79.7M	QoQ -28.07% (-$31.1M) YoY -35.98% (-$44.8M)
Lowes Companies Inc(LOWcusip548661107)	337.5K	QoQ -2.93% (-10.2K) YoY -4.28% (-15.1K)	All Managers (Combined)	$73.5M	QoQ -21.25% (-$19.8M) YoY -9.85% (-$8.0M)
Starbucks Corp(SBUXcusip855244109)	859.6K	QoQ -3.68% (-32.9K) YoY -7.06% (-65.4K)	All Managers (Combined)	$71.2M	QoQ -20.25% (-$18.1M) YoY -12.72% (-$10.4M)
Procter & Gamble Co(PGcusip742718109)	407.1K	QoQ -1.32% (-5.5K) YoY -5.58% (-24.1K)	All Managers (Combined)	$67.5M	QoQ -3.60% (-$2.5M) YoY -2.53% (-$1.8M)
Broadridge Financial Solutions, Inc.(BRcusip11133T103)	261.6K	QoQ -2.06% (-5.5K) YoY -4.92% (-13.5K)	All Managers (Combined)	$61.8M	QoQ -3.40% (-$2.2M) YoY +15.65% (-$8.4M)
Idexx Laboratories Inc /De(IDXXcusip45168D104)	133.8K	QoQ -0.50% (-684) YoY -4.63% (-6.5K)	All Managers (Combined)	$57.1M	QoQ -0.71% (-$411.5K) YoY -15.16% (-$10.2M)
Regeneron Pharmaceuticals, Inc.(REGNcusip75886F107)	96.5K	QoQ -9.06% (-9.6K) YoY +10.54% (-9.2K)	All Managers (Combined)	$56.7M	QoQ -21.92% (-$15.9M) YoY -27.81% (-$21.8M)
Nike, Inc.(NKEcusip654106103)	791.6K	QoQ -2.54% (-20.7K) YoY -10.63% (-94.2K)	All Managers (Combined)	$45.4M	QoQ -26.00% (-$16.0M) YoY -45.54% (-$38.0M)
Veralto Corp(VLTOcusip92338C103)	489.6K	QoQ -6.93% (-36.5K) YoY -10.34% (-56.5K)	All Managers (Combined)	$44.3M	QoQ -18.40% (-$10.0M) YoY -11.00% (-$5.5M)
Johnson & Johnson(JNJcusip478160104)	272.5K	QoQ -3.08% (-8.7K) YoY -11.33% (-34.8K)	All Managers (Combined)	$42.3M	QoQ -1.50% (-$645.4K) YoY -7.60% (-$3.5M)
Exxon Mobil Corp(XOMcusip30231G102)	384.9K	QoQ -0.45% (-1.8K) YoY -2.90% (-11.5K)	All Managers (Combined)	$41.3M	QoQ -2.98% (-$1.3M) YoY -13.52% (-$6.5M)