LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Filed: 1/28/2025ACC: 0000932974-25-000001

📋 What this filing means

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA filed this quarterly 13F‑HR report disclosing 560 equity positions with a total reported market value of $11.63B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

560

Positions

$11.63B

Total AUM (reported)

48.93M

Total Shares

Allocation by class

COMMON STOCK$11.11B95.6%

FOREIGN STOCK$463.88M4.0%

EQUITY MUTUAL F$51.39M0.4%

BOND MUTUAL FUN$2.04M0.0%

OPTIONS$35.2K0.0%

Portfolio Concentration

Top 3$2.24B19.2%

4–10$3.25B27.9%

11–25$3.21B27.6%

Rest$2.93B25.2%

Top 3 weight

19.2%

Top 10 weight

47.2%

Voting Authority Distribution

Total shares with voting rights: 48.93M

Sole

Full voting authority

47.23M

% of voting shares96.5%

Shared

Joint voting authority

307.28K

% of voting shares0.6%

None

No voting authority

1.40M

% of voting shares2.9%

Investment Discretion (by position count)

Sole560

Shared0

Other0

Dominant voting typeSole · 96.5% of voting shares

Institutional Holdings560

Rows:

MICROSOFT CORP

SOLE

COMMON STOCK

Shares1.91M

TypeSH

Market value$830.09M

7.14%

Sole

1.85M

Shared

13.57K

None

49.52K

MASTERCARD INC

SOLE

COMMON STOCK

Shares1.47M

TypeSH

Market value$804.03M

6.92%

Sole

1.42M

Shared

12.05K

None

35.54K

FISERV INC

SOLE

COMMON STOCK

Shares2.83M

TypeSH

Market value$602.99M

5.19%

Sole

2.73M

Shared

20.49K

None

74.86K

ALPHABET INC

SOLE

COMMON STOCK

Shares3.06M

TypeSH

Market value$586.63M

5.05%

Sole

2.95M

Shared

22.19K

None

89.44K

INTUIT

SOLE

COMMON STOCK

Shares931.63K

TypeSH

Market value$565.14M

4.86%

Sole

900.66K

Shared

6.88K

None

24.09K

AMAZON.COM

SOLE

COMMON STOCK

Shares2.21M

TypeSH

Market value$519.53M

4.47%

Sole

2.13M

Shared

8.48K

None

67.63K

STRYKER CORP

SOLE

COMMON STOCK

Shares1.18M

TypeSH

Market value$471.54M

4.06%

Sole

1.14M

Shared

8.86K

None

31.48K

DANAHER CORP SHS BEN INT

SOLE

COMMON STOCK

Shares1.67M

TypeSH

Market value$419.25M

3.61%

Sole

1.61M

Shared

12.99K

None

47.54K

APPLE INC

SOLE

COMMON STOCK

Shares1.50M

TypeSH

Market value$345.16M

2.97%

Sole

1.46M

Shared

0.00

None

37.18K

SERVICENOW INC

SOLE

COMMON STOCK

Shares299.57K

TypeSH

Market value$341.70M

2.94%

Sole

287.95K

Shared

1.33K

None

10.30K

THERMO FISHER SCIENTIFIC INC

SOLE

COMMON STOCK

Shares522.77K

TypeSH

Market value$305.11M

2.62%

Sole

502.84K

Shared

2.68K

None

17.25K

TJX COMPANIES INC

SOLE

COMMON STOCK

Shares2.36M

TypeSH

Market value$295.37M

2.54%

Sole

2.27M

Shared

28.57K

None

66.64K

AMERICAN TOWER CORP

SOLE

COMMON STOCK

Shares1.40M

TypeSH

Market value$269.79M

2.32%

Sole

1.36M

Shared

9.98K

None

38.07K

ADOBE SYSTEMS INC

SOLE

COMMON STOCK

Shares587.21K

TypeSH

Market value$257.55M

2.22%

Sole

566.62K

Shared

2.38K

None

18.21K

COSTCO WHOLESALE CORP NEW

SOLE

COMMON STOCK

Shares245.78K

TypeSH

Market value$237.24M

2.04%

Sole

236.49K

Shared

0.00

None

9.30K

ABBOTT LABORATORIES

SOLE

COMMON STOCK

Shares1.72M

TypeSH

Market value$223.10M

1.92%

Sole

1.66M

Shared

8.46K

None

54.74K

NXP SEMICONDUCTORS

SOLE

FOREIGN STOCK

Shares964.16K

TypeSH

Market value$207.37M

1.78%

Sole

925.05K

Shared

11.43K

None

27.69K

PAYCOM SOFTWARE INC

SOLE

COMMON STOCK

Shares970.26K

TypeSH

Market value$206.59M

1.78%

Sole

935.17K

Shared

8.40K

None

26.69K

AUTOMATIC DATA PROCESSING

SOLE

COMMON STOCK

Shares646.46K

TypeSH

Market value$194.04M

1.67%

Sole

623.63K

Shared

6.99K

None

15.84K

VISA INC

SOLE

COMMON STOCK

Shares572.07K

TypeSH

Market value$191.38M

1.65%

Sole

558.21K

Shared

0.00

None

13.86K

EOG RESOURCES

SOLE

COMMON STOCK

Shares1.42M

TypeSH

Market value$187.92M

1.62%

Sole

1.36M

Shared

12.48K

None

54.42K

WEX INC

SOLE

COMMON STOCK

Shares883.50K

TypeSH

Market value$162.65M

1.40%

Sole

863.59K

Shared

0.00

None

19.90K

NVIDIA CORP

SOLE

COMMON STOCK

Shares1.35M

TypeSH

Market value$159.72M

1.37%

Sole

1.28M

Shared

0.00

None

67.03K

TRADE DESK INC

SOLE

COMMON STOCK

Shares1.31M

TypeSH

Market value$156.29M

1.34%

Sole

1.27M

Shared

0.00

None

45.30K

CANADIAN NATIONAL RAILWAY

SOLE

FOREIGN STOCK

Shares1.45M

TypeSH

Market value$155.24M

1.34%

Sole

1.40M

Shared

10.54K

None

40.28K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
MICROSOFT CORPSOLE	COMMON STOCK	1.91M	SH	$830.09M 7.14%	1.85M	13.57K	49.52K
MASTERCARD INCSOLE	COMMON STOCK	1.47M	SH	$804.03M 6.92%	1.42M	12.05K	35.54K
FISERV INCSOLE	COMMON STOCK	2.83M	SH	$602.99M 5.19%	2.73M	20.49K	74.86K
ALPHABET INCSOLE	COMMON STOCK	3.06M	SH	$586.63M 5.05%	2.95M	22.19K	89.44K
INTUITSOLE	COMMON STOCK	931.63K	SH	$565.14M 4.86%	900.66K	6.88K	24.09K
AMAZON.COMSOLE	COMMON STOCK	2.21M	SH	$519.53M 4.47%	2.13M	8.48K	67.63K
STRYKER CORPSOLE	COMMON STOCK	1.18M	SH	$471.54M 4.06%	1.14M	8.86K	31.48K
DANAHER CORP SHS BEN INTSOLE	COMMON STOCK	1.67M	SH	$419.25M 3.61%	1.61M	12.99K	47.54K
APPLE INCSOLE	COMMON STOCK	1.50M	SH	$345.16M 2.97%	1.46M	0.00	37.18K
SERVICENOW INCSOLE	COMMON STOCK	299.57K	SH	$341.70M 2.94%	287.95K	1.33K	10.30K
THERMO FISHER SCIENTIFIC INCSOLE	COMMON STOCK	522.77K	SH	$305.11M 2.62%	502.84K	2.68K	17.25K
TJX COMPANIES INCSOLE	COMMON STOCK	2.36M	SH	$295.37M 2.54%	2.27M	28.57K	66.64K
AMERICAN TOWER CORPSOLE	COMMON STOCK	1.40M	SH	$269.79M 2.32%	1.36M	9.98K	38.07K
ADOBE SYSTEMS INCSOLE	COMMON STOCK	587.21K	SH	$257.55M 2.22%	566.62K	2.38K	18.21K
COSTCO WHOLESALE CORP NEWSOLE	COMMON STOCK	245.78K	SH	$237.24M 2.04%	236.49K	0.00	9.30K
ABBOTT LABORATORIESSOLE	COMMON STOCK	1.72M	SH	$223.10M 1.92%	1.66M	8.46K	54.74K
NXP SEMICONDUCTORSSOLE	FOREIGN STOCK	964.16K	SH	$207.37M 1.78%	925.05K	11.43K	27.69K
PAYCOM SOFTWARE INCSOLE	COMMON STOCK	970.26K	SH	$206.59M 1.78%	935.17K	8.40K	26.69K
AUTOMATIC DATA PROCESSINGSOLE	COMMON STOCK	646.46K	SH	$194.04M 1.67%	623.63K	6.99K	15.84K
VISA INCSOLE	COMMON STOCK	572.07K	SH	$191.38M 1.65%	558.21K	0.00	13.86K
EOG RESOURCESSOLE	COMMON STOCK	1.42M	SH	$187.92M 1.62%	1.36M	12.48K	54.42K
WEX INCSOLE	COMMON STOCK	883.50K	SH	$162.65M 1.40%	863.59K	0.00	19.90K
NVIDIA CORPSOLE	COMMON STOCK	1.35M	SH	$159.72M 1.37%	1.28M	0.00	67.03K
TRADE DESK INCSOLE	COMMON STOCK	1.31M	SH	$156.29M 1.34%	1.27M	0.00	45.30K
CANADIAN NATIONAL RAILWAYSOLE	FOREIGN STOCK	1.45M	SH	$155.24M 1.34%	1.40M	10.54K	40.28K

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