Latest LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M Stock Portfolio

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M Performance:

2025 Q4: -7.68%YTD: -12.02%2024: 15.49%

Performance for 2025 Q4 is -7.68%, and YTD is -12.02%, and 2024 is 15.49%.

About LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M and 13F Hedge Fund Stock Holdings

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA is a hedge fund based in Boston, MA. On 2026-01-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported an equity portfolio of $11 Billions as of 31 Dec, 2025.

The top stock holdings of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA are GOOG, MSFT, MA. The fund has invested 9% of it's portfolio in ALPHABET INC and 8% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off UNILEVER PLC SPONSORED ADR, FAIR ISAAC CORP (FICO) and COPART INC (CPRT) stocks. They significantly reduced their stock positions in GRAINGER (WW) INC (GWW), WABTEC CORP (WAB) and CROWDSTRIKE HOLDINGS INC CLASS A (CRWD). LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA opened new stock positions in UNILEVER PLC SPONSORED ADR, HUBBELL INC (HUBB) and VANGUARD (VAW). The fund showed a lot of confidence in some stocks as they added substantially to CARLISLE COS INC (CSL), ATLASSIAN CORP CLASS A (TEAM) and NETFLIX INC (NFLX).

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M Annual Return Estimates Vs S&P 500

Our best estimate is that LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA made a return of -7.68% in the last quarter. In trailing 12 months, it's portfolio return was -12.02%.

Performance
S&P 500

New Buys

Ticker	$ Bought
unilever plc sponsored adr	3,024,590
alpha architect	2,147,690
qnity electronics inc	845,525
hubbell inc	184,458
vanguard	177,077
magnum ice cream co nv	161,050
solstice advanced materials inc	128,959
curtiss-wright corporation	110,250

New stocks bought by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M

Additions

Ticker	% Inc.
carlisle cos inc	6,717
atlassian corp class a	4,963
netflix inc	913
servicenow inc	407
kla corporation	336
timken co	278
qualcomm inc	158
aptargroup inc	130

Additions to existing portfolio by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M

Reductions

Ticker	% Reduced
grainger (ww) inc	-96.22
crowdstrike holdings inc class a	-93.01
boston scientific corp	-87.17
enterprise products partners lp	-83.33
otis worldwide corporation	-83.21
brown forman corp	-82.07
eastern bankshares inc	-76.67
penumbra inc	-63.79

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M reduced stake in above stock

Sold off

None of the stocks were completely sold off by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M

Sector Distribution

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA has about 30.8% of it's holdings in Technology sector.

Sector	%
Technology	30.8
Healthcare	16.3
Consumer Cyclical	12.2
Communication Services	11.2
Financial Services	9.1
Others	5.8
Consumer Defensive	5
Industrials	4.9
Real Estate	2.2
Energy	2

Market Cap. Distribution

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA has about 92.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	49.5
LARGE-CAP	42.7
UNALLOCATED	5.8
MID-CAP	2.1

Stocks belong to which Index?

About 90.7% of the stocks held by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	90.7
Others	9

Top 5 Winners (%)		%
FRGE	forge global holdings inc	174.9 %
COGT	cogent biosciences	159.5 %
RGLD	royal gold inc	60.1 %
	amentum	52.7 %
SCCO	southern copper	51.5 %

Top 5 Winners ($)		$
GOOG	alphabet inc	243.8 M
AMZN	amazon.com	51.9 M
PH	parker-hannifin corp	33.2 M
TMO	thermo fisher scientific inc	28.1 M
	asm lithography hldg n v	22.2 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.8 %
NOW	servicenow inc	-78.6 %
DD	dupont de nemours inc	-44.9 %
	fiserv inc	-44.2 %
XLB	state street	-41.7 %

Top 5 Losers ($)		$
NOW	servicenow inc	-768.2 M
	fiserv inc	-160.1 M
INTU	intuit	-123.7 M
MA	mastercard inc	-73.9 M
MSFT	microsoft corp	-73.8 M

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA has 533 stocks in it's portfolio. About 49.7% of the portfolio is in top 10 stocks. NOW proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA last quarter.

Last Reported on: 28 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies	0.01	5,026	683,285	reduced	-9.28

AAPL	apple inc	3.32	1,417,910	366,204,000	reduced	-0.77

AAXJ	ishares	0.01	14,359	1,086,900	unchanged	0.00

AAXJ	ishares	0.00	2,402	317,375	added	34.94

AAXJ	ishares	0.00	749	91,168	unchanged	0.00

AAXJ	ishares	0.00	1,271	67,388	unchanged	0.00

AAXJ	ishares	0.00	276	28,166	added	0.36

AAXJ	ishares	0.00	160	23,530	new

AAXJ	ishares	0.00	230	19,198	unchanged	0.00

ABBV	abbvie inc	0.13	64,378	14,416,200	reduced	-0.08

ABC	cencora inc	0.00	500	178,070	unchanged	0.00

ABNB	airbnb inc cl a	0.02	13,707	1,812,340	unchanged	0.00

ABT	abbott laboratories	1.62	1,646,770	178,296,000	reduced	-1.38

ACGL	arch capital group ltd	0.01	8,730	815,906	unchanged	0.00

ACN	accenture plc	0.24	95,545	26,351,300	reduced	-0.5

ACSG	xtrackers	0.00	5,105	500,801	unchanged	0.00

ACSG	xtrackers	0.00	3,600	178,236	unchanged	0.00

ADBE	adobe systems inc	1.18	439,232	130,636,000	reduced	-14.2

ADI	analog devices corp	0.54	197,421	59,982,400	added	2.04

ADP	automatic data processing	1.44	622,799	158,509,000	reduced	-1.23