Loring Wolcott & Coolidge Fiduciary Advisors LLP holds a focused book of 560 stocks worth $10.0B as of Q1 2026 (disclosed Apr 13, 2026, a ~45-day 13F lag). This quarter they opened Sunbelt Rentals Holdings Inc and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 9% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/932974/holdings"
Use Arkolith to show LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc COMMON STOCK | $916.3M | 2.89M | 9.2% | ▼−2.9% Reduced · −85K sh | |
| 2 | Mastercard Inc COMMON STOCK | $687.7M | 1.38M | 6.9% | ▼−0.3% Reduced · −4K sh | |
| 3 | Microsoft Corp COMMON STOCK | $683.4M | 1.84M | 6.8% | ▲+0.1% Added · +1K sh | |
| 4 | Amazon.com COMMON STOCK | $535.1M | 2.24M | 5.4% | ▲+2.1% Added · +47K sh | |
| 5 | Stryker Corp COMMON STOCK | $389.6M | 1.15M | 3.9% | ▼−0.4% Reduced · −5K sh | |
| 6 | Apple Inc COMMON STOCK | $372.1M | 1.43M | 3.7% | ▲+0.7% Added · +11K sh | |
| 7 | Intuit COMMON STOCK | $355.8M | 1.01M | 3.6% | ▲+7.5% Added · +71K sh | |
| 8 | Nvidia Corp COMMON STOCK | $342.7M | 1.82M | 3.4% | ▲+4.4% Added · +77K sh | |
| 9 | TJX Companies Inc COMMON STOCK | $341.0M | 2.11M | 3.4% | ▼−2.4% Reduced · −53K sh | |
| 10 | Danaher Corp SHS Ben Int COMMON STOCK | $314.7M | 1.66M | 3.2% | ▲~0% Added · +615 sh | |
| 11 | Thermo Fisher Scientific Inc COMMON STOCK | $263.5M | 531.2K | 2.6% | ▼−1.6% Reduced · −8K sh | |
| 12 | Costco Wholesale Corp New COMMON STOCK | $238.0M | 238.4K | 2.4% | ▼−2.2% Reduced · −5K sh | |
| 13 | American Tower Corp COMMON STOCK | $218.1M | 1.22M | 2.2% | ▼−5.6% Reduced · −72K sh | |
| 14 | Parker-Hannifin Corp COMMON STOCK | $201.7M | 205.0K | 2.0% | ▼−1.0% Reduced · −2K sh | |
| 15 | NXP Semiconductors FOREIGN STOCK | $197.7M | 967.6K | 2.0% | ▲+0.1% Added · +588 sh | |
| 16 | Eog Resources COMMON STOCK | $189.3M | 1.39M | 1.9% | ▼−0.7% Reduced · −9K sh | |
| 17 | Visa Inc COMMON STOCK | $181.1M | 595.0K | 1.8% | ▲+1.7% Added · +10K sh | |
| 18 | Meta Platforms Inc CL A COMMON STOCK | $166.6M | 264.6K | 1.7% | ▲+4.3% Added · +11K sh | |
| 19 | Abbott Laboratories COMMON STOCK | $161.9M | 1.61M | 1.6% | ▼−2.0% Reduced · −33K sh | |
| 20 | Canadian National Railway FOREIGN STOCK | $140.0M | 1.27M | 1.4% | ▼−2.5% Reduced · −33K sh | |
| 21 | Fiserv Inc COMMON STOCK | $140.0M | 2.50M | 1.4% | ▼−5.2% Reduced · −136K sh | |
| 22 | Servicenow Inc COMMON STOCK | $139.8M | 1.68M | 1.4% | ▲+5.9% Added · +94K sh | |
| 23 | Synopsys Inc COMMON STOCK | $126.9M | 323.5K | 1.3% | ▲+9.8% Added · +29K sh | |
| 24 | Automatic Data Processing COMMON STOCK | $114.4M | 605.9K | 1.1% | ▼−2.7% Reduced · −17K sh | |
| 25 | Berkshire Hathaway Inc COMMON STOCK | $111.9M | 233.1K | 1.1% | ▲+6.8% Added · +15K sh | |
| 26 | Veeva Systems Inc COMMON STOCK | $111.2M | 734.5K | 1.1% | ▲+10% Added · +69K sh | |
| 27 | Church & Dwight Co COMMON STOCK | $104.6M | 1.10M | 1.0% | ▼−4.1% Reduced · −47K sh | |
| 28 | Paycom Software Inc COMMON STOCK | $87.4M | 769.6K | 0.9% | ▼−11% Reduced · −92K sh | |
| 29 | Qualcomm Inc COMMON STOCK | $85.0M | 663.9K | 0.9% | ▲+3.5% Added · +23K sh | |
| 30 | Home Depot Inc COMMON STOCK | $82.8M | 245.5K | 0.8% | ▼−1.9% Reduced · −5K sh | |
| 31 | Starbucks Corp COMMON STOCK | $81.9M | 847.9K | 0.8% | ▼−3.0% Reduced · −27K sh | |
| 32 | Asm Lithography Hldg N V FOREIGN STOCK | $80.3M | 54.3K | 0.8% | ▲+2.0% Added · +1K sh | |
| 33 | Lowes Companies COMMON STOCK | $76.4M | 312.9K | 0.8% | ▼−1.5% Reduced · −5K sh | |
| 34 | Philip Morris International COMMON STOCK | $76.1M | 474.1K | 0.8% | ▼−2.5% Reduced · −12K sh | |
| 35 | Analog Devices Corp COMMON STOCK | $70.6M | 201.6K | 0.7% | ▲+2.1% Added · +4K sh | |
| 36 | Idexx Labs COMMON STOCK | $68.9M | 122.3K | 0.7% | ▼−1.4% Reduced · −2K sh | |
| 37 | O'reilly Automotive Inc COMMON STOCK | $67.4M | 724.6K | 0.7% | ▼−0.6% Reduced · −4K sh | |
| 38 | Adobe Systems Inc COMMON STOCK | $61.5M | 272.9K | 0.6% | ▼−38% Reduced · −166K sh | |
| 39 | Johnson & Johnson COMMON STOCK | $61.1M | 256.3K | 0.6% | ▼−2.3% Reduced · −6K sh | |
| 40 | Procter & Gamble Co COMMON STOCK | $60.2M | 414.5K | 0.6% | ▼−0.7% Reduced · −3K sh | |
| 41 | Wex Inc COMMON STOCK | $59.8M | 375.1K | 0.6% | ▼−8.1% Reduced · −33K sh | |
| 42 | Alphabet Inc COMMON STOCK | $56.8M | 179.9K | 0.6% | ▼−2.3% Reduced · −4K sh | |
| 43 | Union Pacific COMMON STOCK | $56.7M | 226.3K | 0.6% | ▼−2.6% Reduced · −6K sh | |
| 44 | Exxon Mobil Corp COMMON STOCK | $56.5M | 370.6K | 0.6% | ▲+0.4% Added · +1K sh | |
| 45 | Regeneron Phar COMMON STOCK | $54.2M | 72.4K | 0.5% | ▼−17% Reduced · −15K sh | |
| 46 | Carlisle Cos Inc COMMON STOCK | $46.2M | 132.3K | 0.5% | ▲+31% Added · +31K sh | |
| 47 | Merck & Co Inc COMMON STOCK | $40.9M | 337.0K | 0.4% | ▼−2.3% Reduced · −8K sh | |
| 48 | Dicks Sporting Goods Inc COMMON STOCK | $38.8M | 182.8K | 0.4% | ▲+17% Added · +27K sh | |
| 49 | Veralto Corporation COMMON STOCK | $38.7M | 432.8K | 0.4% | ▼−2.0% Reduced · −9K sh | |
| 50 | Broadridge Financial Solutions COMMON STOCK | $38.2M | 252.8K | 0.4% | ▼−0.8% Reduced · −2K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 653 | $10.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 631 | $11.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 628 | $11.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 619 | $11.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 661 | $10.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 661 | $11.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 673 | $11.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 17, 2024 | 654 | $10.9B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 23, 2024 | 666 | $10.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 1, 2024 | 659 | $10.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 3, 2023 | 710 | $8.9B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 1, 2023 | 735 | $9.4B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 2, 2023 | 698 | $8.7B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Mar 2, 2023 | 680 | $8.1B | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Oct 25, 2022 | 722 | $7.7B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 26, 2022 | 761 | $8.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 13, 2022 | 755 | $9.7B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 839 | $10.9B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 862 | $10.1B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 1,064 | $9.9B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 14, 2021 | 402 | $9.0B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 14, 2021 | 885 | $8.9B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 15, 2020 | 695 | $8.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.