Loring Wolcott & Coolidge Fiduciary Advisors LLP holds a focused book of 565 stocks worth $10.3B as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Wise PLC and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 10% of the equity book.
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
Other tracked managers holding the same core names as Loring Wolcott & Coolidge Fiduciary Advisors LLP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Vanguard Personalized Indexing Management, LLC | 80 / 80 | $5.6B |
| Vident Advisory, LLC | 80 / 80 | $3.9B |
| Arax Advisory Partners | 80 / 80 | $3.1B |
| Integrated Wealth Concepts LLC | 80 / 80 | $2.6B |
| Clearstead Advisors, LLC | 80 / 80 | $2.2B |
| Global Retirement Partners, LLC | 80 / 80 | $1.3B |
| GAMMA Investing LLC | 80 / 80 | $1.0B |
| Blue Trust, Inc. | 80 / 80 | $549.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Loring Wolcott & Coolidge Fiduciary Advisors LLP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 | $1.0B | 2.82M | 9.8% | ▼−2.3% Reduced · −68K sh | |
| 2 | Mastercard Inc COMMON STOCK | $708.6M | 1.38M | 6.9% | ▲~0% Added · +541 sh | |
| 3 | Microsoft Corp COMMON STOCK | $689.2M | 1.85M | 6.7% | ▲+0.3% Added · +5K sh | |
| 4 | Amazon.com COMMON STOCK | $535.9M | 2.25M | 5.2% | ▲+0.1% Added · +4K sh | |
| 5 | Apple Inc COMMON STOCK | $418.4M | 1.45M | 4.1% | ▲+1.2% Added · +18K sh | |
| 6 | Nvidia Corp COMMON STOCK | $380.6M | 1.90M | 3.7% | ▲+4.7% Added · +85K sh | |
| 7 | Stryker Corp COMMON STOCK | $363.6M | 1.15M | 3.5% | ▲+0.6% Added · +6K sh | |
| 8 | Danaher Corp SHS Ben Int COMMON STOCK | $319.5M | 1.68M | 3.1% | ▲+1.1% Added · +18K sh | |
| 9 | TJX Companies Inc COMMON STOCK | $310.6M | 2.05M | 3.0% | ▼−2.8% Reduced · −60K sh | |
| 10 | Intuit COMMON STOCK | $271.5M | 1.04M | 2.6% | ▲+2.6% Added · +26K sh | |
| 11 | NXP Semiconductors FOREIGN STOCK | $267.6M | 952.1K | 2.6% | ▼−1.6% Reduced · −16K sh | |
| 12 | Thermo Fisher Scientific Inc COMMON STOCK | $246.4M | 491.5K | 2.4% | ▼−7.5% Reduced · −40K sh | |
| 13 | Costco Wholesale Corp New COMMON STOCK | $218.9M | 234.0K | 2.1% | ▼−1.8% Reduced · −4K sh | |
| 14 | Visa Inc COMMON STOCK | $208.1M | 606.5K | 2.0% | ▲+1.9% Added · +11K sh | |
| 15 | Parker-Hannifin Corp COMMON STOCK | $200.4M | 204.9K | 1.9% | ▼~0% Reduced · −54 sh | |
| 16 | American Tower Corp COMMON STOCK | $185.1M | 1.13M | 1.8% | ▼−7.0% Reduced · −85K sh | |
| 17 | Eog Resources COMMON STOCK | $181.8M | 1.40M | 1.8% | ▲+0.8% Added · +11K sh | |
| 18 | Servicenow Inc COMMON STOCK | $173.4M | 1.75M | 1.7% | ▲+3.7% Added · +63K sh | |
| 19 | Synopsys Inc COMMON STOCK | $156.8M | 351.5K | 1.5% | ▲+8.7% Added · +28K sh | |
| 20 | Meta Platforms Inc CL A COMMON STOCK | $154.5M | 274.2K | 1.5% | ▲+3.6% Added · +10K sh | |
| 21 | Canadian National Railway FOREIGN STOCK | $149.2M | 1.25M | 1.4% | ▼−1.6% Reduced · −21K sh | |
| 22 | Abbott Laboratories COMMON STOCK | $142.1M | 1.57M | 1.4% | ▼−3.0% Reduced · −48K sh | |
| 23 | Veeva Systems Inc COMMON STOCK | $140.8M | 793.2K | 1.4% | ▲+8.0% Added · +59K sh | |
| 24 | Automatic Data Processing COMMON STOCK | $134.6M | 601.2K | 1.3% | ▼−0.8% Reduced · −5K sh | |
| 25 | Asm Lithography Hldg N V FOREIGN STOCK | $129.2M | 64.9K | 1.3% | ▲+20% Added · +11K sh | |
| 26 | Berkshire Hathaway Inc COMMON STOCK | $120.3M | 240.4K | 1.2% | ▲+3.1% Added · +7K sh | |
| 27 | Fiserv Inc COMMON STOCK | $112.9M | 2.30M | 1.1% | ▼−7.8% Reduced · −194K sh | |
| 28 | Qualcomm Inc COMMON STOCK | $105.0M | 568.1K | 1.0% | ▼−14% Reduced · −96K sh | |
| 29 | Church & Dwight Co COMMON STOCK | $101.7M | 1.05M | 1.0% | ▼−4.3% Reduced · −47K sh | |
| 30 | Paycom Software Inc COMMON STOCK | $91.3M | 726.3K | 0.9% | ▼−5.6% Reduced · −43K sh | |
| 31 | Home Depot Inc COMMON STOCK | $86.5M | 245.4K | 0.8% | ▼−0.1% Reduced · −137 sh | |
| 32 | Philip Morris International COMMON STOCK | $85.6M | 473.4K | 0.8% | ▼−0.1% Reduced · −665 sh | |
| 33 | Analog Devices Corp COMMON STOCK | $84.9M | 213.8K | 0.8% | ▲+6.0% Added · +12K sh | |
| 34 | Starbucks Corp COMMON STOCK | $80.6M | 788.6K | 0.8% | ▼−7.0% Reduced · −59K sh | |
| 35 | Lilly (Eli) & Co COMMON STOCK | $71.7M | 59.8K | 0.7% | ▲+53% Added · +21K sh | |
| 36 | Lowes Companies COMMON STOCK | $67.5M | 306.2K | 0.7% | ▼−2.1% Reduced · −7K sh | |
| 37 | Union Pacific COMMON STOCK | $66.1M | 243.1K | 0.6% | ▲+7.4% Added · +17K sh | |
| 38 | Carlisle Cos Inc COMMON STOCK | $64.7M | 178.3K | 0.6% | ▲+35% Added · +46K sh | |
| 39 | O'reilly Automotive Inc COMMON STOCK | $64.6M | 701.3K | 0.6% | ▼−3.2% Reduced · −23K sh | |
| 40 | Johnson & Johnson COMMON STOCK | $64.2M | 252.8K | 0.6% | ▼−1.4% Reduced · −3K sh | |
| 41 | Idexx Labs COMMON STOCK | $61.7M | 117.2K | 0.6% | ▼−4.2% Reduced · −5K sh | |
| 42 | Procter & Gamble Co COMMON STOCK | $61.2M | 417.1K | 0.6% | ▲+0.6% Added · +3K sh | |
| 43 | Alphabet Inc COMMON STOCK | $59.6M | 168.6K | 0.6% | ▼−6.3% Reduced · −11K sh | |
| 44 | Wise PLC COMMON STOCK | $52.1M | 4.38M | 0.5% | ▲New New position | |
| 45 | Wex Inc COMMON STOCK | $51.8M | 367.3K | 0.5% | ▼−2.1% Reduced · −8K sh | |
| 46 | Exxon Mobil Corp COMMON STOCK | $50.9M | 372.6K | 0.5% | ▲+0.5% Added · +2K sh | |
| 47 | Dicks Sporting Goods Inc COMMON STOCK | $43.0M | 189.6K | 0.4% | ▲+3.7% Added · +7K sh | |
| 48 | Merck & Co Inc COMMON STOCK | $42.8M | 332.7K | 0.4% | ▼−1.3% Reduced · −4K sh | |
| 49 | Regeneron Phar COMMON STOCK | $41.1M | 65.9K | 0.4% | ▼−9.1% Reduced · −7K sh | |
| 50 | Veralto Corporation COMMON STOCK | $37.8M | 426.5K | 0.4% | ▼−1.4% Reduced · −6K sh |
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.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 660 | $10.3B | 13F-HR |
| 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 |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.