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

$9.98Billion | No. of Holdings #559

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M Performance

2026 Q1-9.12%
YTD-9.12%
2025-2.04%

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 2026-04-13, 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 $10 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA are GOOG, MA, MSFT. The fund has invested 9.2% of it's portfolio in ALPHABET INC and 6.9% of portfolio in MASTERCARD INC. <br><br> The fund managers got completely rid off SELECT MED HLDGS CORP (SEM), ROYAL GOLD INC (RGLD) and SOUTHERN COPPER (SCCO) stocks. They significantly reduced their stock positions in SHOPIFY INC (SHOP), VANGUARD (EDV) and ALCON INC (ALC). LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA opened new stock positions in SUNBELT RENTAL HOLDINGS INC, QUANTA (PWR) and WATERS CORP (WAT). The fund showed a lot of confidence in some stocks as they added substantially to BANK OZK, BOOKING HOLDINGS INC (BKNG) and FORTINET INC (FTNT).
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M Equity Portfolio Value
Last Reported on: 13 Apr, 2026
$9.98Billion
  as of Apr 13, 2026

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 -9.12% in the last quarter. In trailing 12 months, it's portfolio return was -0.31%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
sunbelt rental holdings inc815,194
quanta158,047
waters corp153,600
total energies se122,992
western digital corp110,927
cheniere energy inc84,973
marriott intl inc67,279
toll brothers56,749
New stocks bought by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M

Additions

Ticker% Inc.
bank ozk3,225
booking holdings inc2,501
fortinet inc525
ishares385
nucor corp355
spdr gold trust221
lilly (eli) & co 194
lockheed martin corp183
Additions to existing portfolio by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M

Reductions

Ticker% Reduced
shopify inc-91.51
cvs health corp-89.11
expeditors intl wash inc-76.78
bank of america corp-74.39
valaris ltd-50.00
roper industries inc-42.38
adobe systems inc-37.86
jp morgan chase & co-37.1
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 27.6% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Others
  • Consumer Defensive
  • Industrials
  • Energy
  • Real Estate
Sector%
Technology27.6
Healthcare15.7
Consumer Cyclical13.3
Communication Services11.5
Financial Services9.4
Others6.2
Consumer Defensive5.4
Industrials5.3
Energy2.7
Real Estate2.3

Market Cap. Distribution

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA has about 91.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP47.9
LARGE-CAP44
UNALLOCATED6.2
MID-CAP1.9

Stocks belong to which Index?

About 90.3% of the stocks held by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50090.3
Others9.4
Top 5 Winners (%)%
CAR
avis budget group inc
155.2 %
MGNX
macrogenics inc
95.7 %
OXY
occidental petroleum corp
59.4 %
VRT
vertiv holdings a
56.0 %
GLW
corning inc
55.2 %
Top 5 Winners ($)$
EOG
eog resources
38.5 M
TJX
tjx companies inc
29.0 M
CNI
canadian national railway
12.4 M
PH
parker-hannifin corp
12.0 M
ADI
analog devices corp
9.2 M
Top 5 Losers (%)%
BKNG
booking holdings inc
-93.7 %
TEAM
atlassian corp class a
-57.0 %
KD
kyndryl holdings incorporation
-46.1 %
MDB
mongodb inc
-45.1 %
SNOW
snowflake inc cl a
-43.1 %
Top 5 Losers ($)$
MSFT
microsoft corp
-202.1 M
INTU
intuit
-190.2 M
NOW
servicenow inc
-79.9 M
DHR
danaher corp shs ben int
-76.6 M
TMO
thermo fisher scientific inc
-68.4 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 559 stocks in it's portfolio. About 49.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. EOG was the most profitable stock for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA last quarter.

$9.98BTotal Value
500Positions
13 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M, last reported on 13 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares

Ishares

AAXJ
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Ishares over time
0.01%14,359
$1.12M
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares

Ishares

AAXJ
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Ishares over time
0%2,402
$302.8K
0%
unchanged 0 percentunchanged
AAXJ
Ishares

Ishares

AAXJ
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Ishares over time
0%749
$88.7K
0%
unchanged 0 percentunchanged
AAXJ
Ishares

Ishares

AAXJ
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Ishares over time
0%1,271
$66.8K
0%
unchanged 0 percentunchanged
AAXJ
Ishares

Ishares

AAXJ
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Ishares over time
0%276
$28.3K
0%
unchanged 0 percentunchanged
AAXJ
Ishares

Ishares

AAXJ
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Ishares over time
0%160
$23.2K
0%
unchanged 0 percentunchanged
AAXJ
Ishares

Ishares

AAXJ
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Ishares over time
0%230
$19.0K
0%
unchanged 0 percentunchanged
ACSG
Xtrackers

Xtrackers

ACSG
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Xtrackers over time
0%5,105
$541.3K
0%
unchanged 0 percentunchanged
ACSG
Xtrackers

Xtrackers

ACSG
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/M's holding in Xtrackers over time
0%3,600
$182.4K
0%
unchanged 0 percentunchanged