13F filer

Loring Wolcott & Coolidge Fiduciary Advisors

As of Sep 30, 2026 Filed Oct 23, 2026 CIK 932974 SEC filings ↗
13F Value
$10.84B
Positions
564
Top Position
GOOGL8.9%
Top 5
34.0%

Latest filing changes

vs Jun 30, 2026
1 AVGO Broadcom +173.8%+$43.4M
2 ISRG Intuitive Surgical +235.8%+$39.4M
3 LLY Eli Lilly +27.1%+$18.7M
4 ASML ASML Holding +14.0%+$16.5M
5 DKS Dicks Sporting Goods +46.8%+$11.9M
Holdings564
# Trend (4Q)
1 GOOGL
Filing details
  • 02079K305 Sep 30, 2026 2,791,376 reported quantity $960,456,715 reported value
8.9% $960.5M -1.0% 2.79M 9.8% Common Stock
2 MSFT 8.7% $940.0M -0.8% 1.83M 6.7% Common Stock
3 MA 7.0% $756.2M -0.6% 1.37M 6.9% Common Stock
4 AMZN 5.1% $555.6M -0.8% 2.23M 5.2% Common Stock
5 AAPL 4.4% $476.3M -1.1% 1.43M 4.1% Common Stock
6 NVDA 4.0% $436.5M +0.5% 1.91M 3.7% Common Stock
7 DHR 3.4% $370.3M -0.4% 1.67M 3.1% Common Stock
8 SYK 2.9% $318.7M +0.2% 1.16M 3.5% Common Stock
9 TMO 2.8% $306.7M -7.6% 454.3K 2.4% Common Stock
10 INTU 2.6% $281.4M -1.9% 1.02M 2.6% Common Stock
11 TJX 2.5% $269.5M -0.6% 2.04M 3.0% Common Stock
12 NOW 2.2% $234.2M +0.0% 1.75M 1.7% Common Stock
13 NXPI 2.1% $229.6M +1.5% 966.6K 2.6% Common Stock
14 V 2.1% $224.8M +3.2% 625.7K 2.0% Common Stock
15 VEEV 2.0% $218.2M -3.6% 764.5K 1.4% Common Stock
16 COST 2.0% $213.3M +0.1% 234.3K 2.1% Common Stock
17 META 1.9% $201.3M +1.2% 277.6K 1.5% Common Stock
18 PH 1.8% $194.9M -0.4% 204.0K 1.9% Common Stock
19 EOG 1.8% $193.1M +0.1% 1.40M 1.8% Common Stock
20 AMT 1.6% $174.4M -5.8% 1.07M 1.8% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing10
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.