Loring Wolcott & Coolidge Fiduciary Advisors LLP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Loring Wolcott & Coolidge Fiduciary Advisors LLP reported 517 stock positions worth $11.3 billion. Its top holding was Microsoft (MSFT) at 8.3% of the portfolio, followed by Mastercard Class A (MA, 7.0%) and Intuit (INTU, 6.4%). Compared with Q1 2025, it opened 12 new positions, sold out of 54, added to 36 and reduced 163. The biggest buy was Nvidia (NVDA, shares +10%) and the biggest sale Mastercard Class A (MA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000932974
- Portfolio Value
- $11.3B (Q2 2025)
- SEC Filing
- 0000932974-25-000012 ↗ filed Jul 30, 2025
Holdings Value
Holdings 517 stocks · $11.3B
| MSFT Microsoft Corp. | 8.28% | 1,882,972 | $936.6M | Reduce -1.3% |
| MA Mastercard Inc. Class A | 6.99% | 1,406,595 | $790.4M | Reduce -2.8% |
| INTU Intuit Inc. | 6.43% | 923,694 | $727.5M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 4.75% | 3,049,441 | $537.4M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 4.29% | 2,214,778 | $485.9M | Add +0.7% |
| FISV Fiserv Inc. | 4.28% | 2,811,906 | $484.8M | Add +1.3% |
| SYK Stryker Corp. | 4.08% | 1,166,105 | $461.3M | Reduce -0.7% |
| DHR Danaher Corp. | 2.92% | 1,673,418 | $330.6M | Add +0.1% |
| NOW ServiceNow Inc. | 2.74% | 301,284 | $309.7M | Reduce -0.8% |
| AMT American Tower Corp. | 2.72% | 1,392,450 | $307.8M | Add +0.6% |
| AAPL Apple Inc. | 2.65% | 1,463,881 | $300.3M | Reduce -1.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.47% | 2,261,581 | $279.3M | Reduce -1.7% |
| NVDA Nvidia Corp. | 2.38% | 1,707,217 | $269.7M | Add +9.6% |
| COST Costco Wholesale Corp. | 2.11% | 240,667 | $238.2M | Reduce -1.4% |
| ABT Abbott Laboratories | 2.03% | 1,684,770 | $229.1M | Reduce -0.8% |
| ADBE Adobe Inc. | 2.00% | 584,090 | $226.0M | Reduce -0.4% |
| PAYC Paycom Software Inc. | 1.96% | 960,735 | $222.3M | Reduce -0.3% |
| TMO Thermo Fisher Scientific Inc. | 1.95% | 545,537 | $221.2M | Add +4.2% |
| NXPI NXP Semiconductors NV | 1.87% | 970,910 | $212.1M | Add +0.5% |
| V Visa Inc. Class A | 1.76% | 559,462 | $198.6M | Reduce -1.8% |
| ADP Automatic Data Processing | 1.74% | 637,972 | $196.8M | Reduce -0.4% |
| VEEV Veeva Systems Inc. Class A | 1.55% | 609,377 | $175.5M | Add +6.1% |
| EOG EOG Resources Inc. | 1.50% | 1,415,886 | $169.4M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 1.44% | 220,562 | $162.8M | Reduce -0.5% |
| CNI Canadian Natl Railway Co. | 1.31% | 1,425,079 | $148.3M | Reduce -0.5% |
| PH Parker Hannifin Corp. | 1.29% | 209,040 | $146.0M | Reduce -0.2% |
| ROP Roper Technologies Inc. | 1.08% | 215,824 | $122.3M | Reduce -2.9% |
| CHD Church & Dwight Co. Inc. | 1.07% | 1,256,738 | $120.8M | Reduce -1.7% |
| SNPS Synopsys Inc. | 1.01% | 222,440 | $114.0M | Add +12.9% |
| WEX Wex Inc. | 1.00% | 768,238 | $112.8M | Reduce -3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.91% | 212,953 | $103.4M | Reduce -3.2% |
| HD Home Depot Inc. | 0.84% | 257,852 | $94.5M | Add +1.4% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.83% | 1,306,115 | $94.0M | Reduce -0.3% |
| PM Philip Morris International | 0.79% | 488,338 | $88.9M | Reduce -0.7% |
| CRM Salesforce Inc. | 0.77% | 318,101 | $86.7M | Reduce -0.1% |
| SBUX Starbucks Corp. | 0.69% | 853,257 | $78.2M | Reduce -0.7% |
| LOW Lowe's Cos Inc. | 0.66% | 334,635 | $74.2M | Reduce -0.8% |
| IDXX Idexx Laboratories Inc. | 0.62% | 131,683 | $70.6M | Reduce -1.6% |
| ORLY O'reilly Automotive Inc. | 0.59% | 739,269 | $66.6M | Reduce -6.0% |
| PG The Procter & Gamble Co. | 0.57% | 405,934 | $64.7M | Reduce -0.3% |
| BR Broadridge Financial Solutio | 0.56% | 258,455 | $62.8M | Reduce -1.2% |
| UNP Union Pacific Corp. | 0.49% | 241,561 | $55.6M | Reduce -0.4% |
| NKE Nike Inc. Class B | 0.47% | 750,858 | $53.3M | Reduce -5.1% |
| REGN Regeneron Pharmaceuticals | 0.46% | 99,913 | $52.5M | Add +3.6% |
| VLTO Veralto Corp. | 0.42% | 473,883 | $47.8M | Reduce -3.2% |
| ADI Analog Devices Inc. | 0.40% | 190,854 | $45.4M | Reduce -0.0% |
| JNJ Johnson & Johnson | 0.36% | 269,734 | $41.2M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 0.36% | 380,781 | $41.0M | Reduce -1.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.35% | 49,981 | $40.1M | Add +9.5% |
| QCOM Qualcomm Inc. | 0.35% | 248,833 | $39.6M | Add +0.2% |
| MCD McDonald's Corp. | 0.31% | 119,141 | $34.8M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.29% | 184,618 | $32.7M | Reduce -2.3% |
| ALGN Align Technology Inc. | 0.27% | 162,704 | $30.8M | Reduce -7.1% |
| ACN Accenture PLC Class A | 0.27% | 100,496 | $30.0M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.27% | 379,060 | $30.0M | Reduce -3.7% |
| PEP Pepsico Inc. | 0.26% | 219,283 | $29.0M | Reduce -0.6% |
| DKS Dick's Sporting Goods Inc. | 0.22% | 125,674 | $24.9M | Add +64.0% |
| JPM JPMorgan Chase & Co. | 0.19% | 75,592 | $21.9M | Reduce -1.8% |
| CBT Cabot Corp. | 0.19% | 286,044 | $21.5M | Reduce -0.2% |
| FDS Factset Research Systems Inc. | 0.17% | 43,126 | $19.3M | Reduce -0.3% |
| MSCI MSCI Inc. | 0.16% | 32,280 | $18.6M | Reduce -0.9% |
| ROST Ross Stores Inc. | 0.16% | 142,623 | $18.2M | Reduce -0.3% |
| AMGN Amgen Inc. | 0.15% | 59,923 | $16.7M | Reduce -4.1% |
| WSO Watsco Inc. | 0.13% | 33,687 | $14.9M | Reduce -0.3% |
| HDB HDFC Bank Ltd.-ADR | 0.13% | 192,957 | $14.8M | Reduce -2.2% |
| ECL Ecolab Inc. | 0.12% | 48,609 | $13.1M | Reduce -2.8% |
| RTX RTX Corp. | 0.10% | 77,127 | $11.3M | Reduce -4.2% |
| ABBV Abbvie Inc. | 0.10% | 60,167 | $11.2M | Reduce -0.4% |
| ANET Arista Networks Inc. | 0.09% | 103,947 | $10.6M | Reduce -8.7% |
| CVX Chevron Corp. | 0.09% | 72,296 | $10.4M | Reduce -0.4% |
| ITW Illinois Tool Works | 0.08% | 35,937 | $8.9M | Reduce -1.4% |
| ROK Rockwell Automation Inc. | 0.08% | 25,609 | $8.5M | Reduce -0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 174,662 | $8.3M | Reduce -0.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.07% | 118,240 | $8.2M | Reduce -2.3% |
| KO The Coca-Cola Co. | 0.07% | 114,041 | $8.1M | Reduce -0.1% |
| WMT Walmart Inc. | 0.07% | 82,061 | $8.0M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.07% | 10,089 | $7.9M | Add +0.2% |
| HASI Ha Sustainable Infrastructur | 0.06% | 260,427 | $7.0M | Add +3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 11,065 | $6.8M | Reduce -1.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 21,136 | $6.4M | Reduce -2.1% |
| CTAS Cintas Corp. | 0.06% | 28,439 | $6.3M | Reduce -8.2% |
| AVGO Broadcom Inc. | 0.05% | 22,040 | $6.1M | No change |
| APD Air Products & Chemicals Inc. | 0.05% | 21,195 | $6.0M | Reduce -0.8% |
| CL Colgate-Palmolive Co. | 0.05% | 65,126 | $5.9M | Reduce -1.3% |
| DE Deere & Co. | 0.05% | 11,473 | $5.8M | Add +0.1% |
| GDDY GoDaddy Inc. Class A | 0.05% | 30,186 | $5.4M | Reduce -1.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 41,584 | $5.2M | Reduce -1.2% |
| COP Conocophillips | 0.04% | 56,377 | $5.1M | Reduce -0.5% |
| HON Honeywell International Inc. | 0.04% | 21,148 | $4.9M | Reduce -1.4% |
| TXN Texas Instruments Inc. | 0.04% | 22,780 | $4.7M | Reduce -0.9% |
| ZTS Zoetis Inc. | 0.04% | 29,637 | $4.6M | Reduce -1.1% |
| COR Cencora Inc. | 0.04% | 14,854 | $4.5M | Reduce -1.2% |
| PAYX Paychex Inc. | 0.04% | 29,862 | $4.3M | Reduce -1.0% |
| SEM Select Medical Holdings Corp. | 0.04% | 275,620 | $4.2M | Reduce -0.1% |
| PYPL PayPal Holdings Inc. | 0.04% | 54,876 | $4.1M | Reduce -48.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 13,571 | $4.0M | Reduce -6.4% |
| NSC Norfolk Southern Corp. | 0.03% | 15,201 | $3.9M | Add +0.0% |
| NEE Nextera Energy Inc. | 0.03% | 55,172 | $3.8M | Reduce -1.2% |
| COF Capital One Financial Corp. | 0.03% | 17,701 | $3.8M | New |
| ISRG Intuitive Surgical Inc. | 0.03% | 6,901 | $3.8M | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $19K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 · principal | 905 | $19K | Reduce -19.4% |
Total filed on the 13F, all lines: $11.3B.
Portfolio Sells Q1 2025 → Q2 2025
| MA Mastercard Inc. Class A | Reduce -2.8% | 6.99% | −0.48 |
| TJX TJX Companies Inc. | Reduce -1.7% | 2.47% | −0.34 |
| AAPL Apple Inc. | Reduce -1.5% | 2.65% | −0.30 |
| COST Costco Wholesale Corp. | Reduce -1.4% | 2.11% | −0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.2% | 0.91% | −0.21 |
| CHD Church & Dwight Co. Inc. | Reduce -1.7% | 1.07% | −0.20 |
| ABT Abbott Laboratories | Reduce -0.8% | 2.03% | −0.12 |
| ORLY O'reilly Automotive Inc. | Reduce -6.0% | 0.59% | −0.12 |
| ROP Roper Technologies Inc. | Reduce -2.9% | 1.08% | −0.11 |
| V Visa Inc. Class A | Reduce -1.8% | 1.76% | −0.10 |
| ADP Automatic Data Processing | Reduce -0.4% | 1.74% | −0.09 |
| PAYC Paycom Software Inc. | Reduce -0.3% | 1.96% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.57% | −0.09 |
| MCD McDonald's Corp. | Reduce -0.7% | 0.31% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -0.8% | 0.66% | −0.06 |
| CNI Canadian Natl Railway Co. | Reduce -0.5% | 1.31% | −0.05 |
| PEP Pepsico Inc. | Reduce -0.6% | 0.26% | −0.05 |
| JNJ Johnson & Johnson | Reduce -1.0% | 0.36% | −0.05 |
| PGR Progressive Corp. | Reduce -90.8% | 0.00% | −0.05 |
| BR Broadridge Financial Solutio | Reduce -1.2% | 0.56% | −0.05 |
| EOG EOG Resources Inc. | Reduce -0.1% | 1.50% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -1.1% | 0.36% | −0.04 |
| AMAT Applied Materials Inc. | Reduce -94.4% | 0.00% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -3.7% | 0.27% | −0.04 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.03 |
| ROST Ross Stores Inc. | Reduce -0.3% | 0.16% | −0.03 |
| IBKR Interactive Brokers Gro Class A | Reduce -79.5% | 0.01% | −0.03 |
| ALGN Align Technology Inc. | Reduce -7.1% | 0.27% | −0.03 |
| PYPL PayPal Holdings Inc. | Reduce -48.9% | 0.04% | −0.03 |
| CBT Cabot Corp. | Reduce -0.2% | 0.19% | −0.03 |
| UNP Union Pacific Corp. | Reduce -0.4% | 0.49% | −0.03 |
| AMGN Amgen Inc. | Reduce -4.1% | 0.15% | −0.02 |
| PM Philip Morris International | Reduce -0.7% | 0.79% | −0.02 |
| WSO Watsco Inc. | Reduce -0.3% | 0.13% | −0.02 |
| ZBRA Zebra Technologies Corp. Class A | Sold out | 0.00% | −0.01 |
| ADBE Adobe Inc. | Reduce -0.4% | 2.00% | −0.01 |
| KO The Coca-Cola Co. | Reduce -0.1% | 0.07% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -71.3% | 0.00% | −0.01 |
| CRM Salesforce Inc. | Reduce -0.1% | 0.77% | −0.01 |
| FDS Factset Research Systems Inc. | Reduce -0.3% | 0.17% | −0.01 |
| VLTO Veralto Corp. | Reduce -3.2% | 0.42% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -1.3% | 0.05% | −0.01 |
| HDB HDFC Bank Ltd.-ADR | Reduce -2.2% | 0.13% | −0.01 |
| SEM Select Medical Holdings Corp. | Reduce -0.1% | 0.04% | −0.01 |
| CTAS Cintas Corp. | Reduce -8.2% | 0.06% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.01 |
| ABBV Abbvie Inc. | Reduce -0.4% | 0.10% | −0.01 |
| ITW Illinois Tool Works | Reduce -1.4% | 0.08% | −0.01 |
| HSY The Hershey Co. | Reduce -9.5% | 0.02% | −0.01 |
| WMT Walmart Inc. | Reduce -0.3% | 0.07% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +9.6% | 2.38% | +0.83 |
| AMZN Amazon.com Inc. | Add +0.7% | 4.29% | +0.43 |
| VEEV Veeva Systems Inc. Class A | Add +6.1% | 1.55% | +0.32 |
| SNPS Synopsys Inc. | Add +12.9% | 1.01% | +0.20 |
| NXPI NXP Semiconductors NV | Add +0.5% | 1.87% | +0.17 |
| DKS Dick's Sporting Goods Inc. | Add +64.0% | 0.22% | +0.08 |
| ASML ASML Holding NV-NY Reg SHS | Add +9.5% | 0.35% | +0.06 |
| COF Capital One Financial Corp. | New | 0.03% | +0.03 |
| QCOM Qualcomm Inc. | Add +0.2% | 0.35% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.9% | 0.03% | +0.00 |
| FLIN Franklin Ftse India ETF | New | 0.00% | +0.00 |
| MELI MercadoLibre Inc. | Add +11.7% | 0.02% | +0.00 |
| ARGT Global X MSCI Argentina ETF | New | 0.00% | +0.00 |
| WTS Watts Water Technologies-A | Add +1725.0% | 0.00% | +0.00 |
| IQV Iqvia Holdings Inc. | Add +36.5% | 0.01% | +0.00 |
| VAL Valaris Ltd. | Add +100.0% | 0.00% | +0.00 |
| HASI Ha Sustainable Infrastructur | Add +3.1% | 0.06% | +0.00 |
| MMYT Makemytrip Ltd. | New | 0.00% | +0.00 |
| NSC Norfolk Southern Corp. | Add +0.0% | 0.03% | +0.00 |
| CINF Cincinnati Financial Corp. | New | 0.00% | +0.00 |
| AVY Avery Dennison Corp. | New | 0.00% | +0.00 |
| FNF Fidelity National Financial | New | 0.00% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.5% | 0.02% | +0.00 |
| FIS Fidelity National Info Serv | New | 0.00% | +0.00 |
| MRVL Marvell Technology Inc. | Add +12.5% | 0.00% | +0.00 |
| DE Deere & Co. | Add +0.1% | 0.05% | +0.00 |
| CB Chubb Ltd. | Add +10.8% | 0.02% | +0.00 |
| UBER Uber Technologies Inc. | Add +5.0% | 0.00% | +0.00 |
| AMLP Alerian MLP ETF | New | 0.00% | +0.00 |
| EIM Eaton Vance Municipal Bond | New | 0.00% | +0.00 |
| AMTM Amentum Holdings Inc. | Add +6.0% | 0.00% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +9.2% | 0.00% | +0.00 |
| HOOD Robinhood Markets Inc. Class A | New | 0.00% | +0.00 |
| FRGE Forge Global Holdings Inc. | New | 0.00% | 0.00 |
| AAXJ iShares MSCI All Country Asi | Add +0.4% | 0.00% | 0.00 |
| SCCO Southern Copper Corp. | Add +1.0% | 0.00% | 0.00 |
| AEP American Electric Power | Add +7.3% | 0.00% | −0.00 |
| TSCO Tractor Supply Company | Add +0.1% | 0.01% | −0.00 |
| VRTX Vertex Pharmaceuticals Inc. | Add +7.2% | 0.00% | −0.00 |
| LMT Lockheed Martin Corp. | Add +1.0% | 0.01% | −0.00 |
| LLY Eli Lilly & Co. | Add +0.2% | 0.07% | −0.01 |
| ACN Accenture PLC Class A | Add +0.1% | 0.27% | −0.02 |
| HD Home Depot Inc. | Add +1.4% | 0.84% | −0.05 |
| REGN Regeneron Pharmaceuticals | Add +3.6% | 0.46% | −0.09 |
| AMT American Tower Corp. | Add +0.6% | 2.72% | −0.14 |
| TMO Thermo Fisher Scientific Inc. | Add +4.2% | 1.95% | −0.24 |
| DHR Danaher Corp. | Add +0.1% | 2.92% | −0.27 |
| FISV Fiserv Inc. | Add +1.3% | 4.28% | −1.58 |
Notes & Other Activity Q1 2025 → Q2 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 · principal | Reduce -19.4% | 905 | $19K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 563 | $10.3B | GOOGL, MA, MSFT, AMZN, AAPL |
| Q1 2026 | 558 | $10.0B | GOOGL, MA, MSFT, AMZN, SYK |
| Q4 2025 | 532 | $11.0B | GOOGL, MSFT, MA, AMZN, INTU |
| Q3 2025 | 526 | $11.4B | MSFT, MA, GOOGL, INTU, AMZN |
| Q2 2025 | 517 | $11.3B | MSFT, MA, INTU, GOOGL, AMZN |
| Q1 2025 | 559 | $10.3B | MA, MSFT, FISV, INTU, GOOGL |
| Q4 2024 | 559 | $11.6B | MSFT, MA, FISV, GOOGL, INTU |
| Q3 2024 | 570 | $11.2B | MSFT, MA, FISV, INTU, GOOGL |
| Q2 2024 | 550 | $10.9B | MSFT, MA, INTU, GOOGL, FISV |
| Q1 2024 | 562 | $10.1B | MSFT, MA, INTU, GOOGL, FISV |