LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Filed: 7/30/2025ACC: 0000932974-25-000012

📋 What this filing means

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA filed this quarterly 13F‑HR report disclosing 518 equity positions with a total reported market value of $11.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

518

Positions

$11.32B

Total AUM (reported)

48.91M

Total Shares

Allocation by class

COMMON STOCK$10.80B95.4%

FOREIGN STOCK$465.24M4.1%

EQUITY MUTUAL F$52.31M0.5%

BOND MUTUAL FUN$2.07M0.0%

OPTIONS$18.7K0.0%

Portfolio Concentration

Top 3$2.45B21.7%

4–10$2.92B25.8%

11–25$3.25B28.7%

Rest$2.69B23.8%

Top 3 weight

21.7%

Top 10 weight

47.5%

Voting Authority Distribution

Total shares with voting rights: 48.91M

Sole

Full voting authority

47.20M

% of voting shares96.5%

Shared

Joint voting authority

291.17K

% of voting shares0.6%

None

No voting authority

1.42M

% of voting shares2.9%

Investment Discretion (by position count)

Sole518

Shared0

Other0

Dominant voting typeSole · 96.5% of voting shares

Institutional Holdings518

Rows:

MICROSOFT CORP

SOLE

COMMON STOCK

Shares1.88M

TypeSH

Market value$936.61M

8.28%

Sole

1.82M

Shared

12.79K

None

48.83K

MASTERCARD INC

SOLE

COMMON STOCK

Shares1.41M

TypeSH

Market value$790.42M

6.99%

Sole

1.36M

Shared

10.96K

None

34.31K

INTUIT

SOLE

COMMON STOCK

Shares923.69K

TypeSH

Market value$727.53M

6.43%

Sole

893.11K

Shared

6.59K

None

24K

ALPHABET INC

SOLE

COMMON STOCK

Shares3.05M

TypeSH

Market value$537.40M

4.75%

Sole

2.94M

Shared

21.19K

None

89.47K

AMAZON.COM

SOLE

COMMON STOCK

Shares2.21M

TypeSH

Market value$485.90M

4.29%

Sole

2.14M

Shared

8.48K

None

65.67K

FISERV INC

SOLE

COMMON STOCK

Shares2.81M

TypeSH

Market value$484.80M

4.28%

Sole

2.72M

Shared

18.55K

None

74.70K

STRYKER CORP

SOLE

COMMON STOCK

Shares1.17M

TypeSH

Market value$461.35M

4.08%

Sole

1.13M

Shared

8.76K

None

30.95K

DANAHER CORP SHS BEN INT

SOLE

COMMON STOCK

Shares1.67M

TypeSH

Market value$330.57M

2.92%

Sole

1.61M

Shared

12.99K

None

47.87K

SERVICENOW INC

SOLE

COMMON STOCK

Shares301.28K

TypeSH

Market value$309.74M

2.74%

Sole

289.55K

Shared

1.33K

None

10.40K

AMERICAN TOWER CORP

SOLE

COMMON STOCK

Shares1.39M

TypeSH

Market value$307.76M

2.72%

Sole

1.35M

Shared

9.26K

None

37.38K

APPLE INC

SOLE

COMMON STOCK

Shares1.46M

TypeSH

Market value$300.34M

2.65%

Sole

1.43M

Shared

0.00

None

36.43K

TJX COMPANIES INC

SOLE

COMMON STOCK

Shares2.26M

TypeSH

Market value$279.28M

2.47%

Sole

2.17M

Shared

25.63K

None

64.31K

NVIDIA CORP

SOLE

COMMON STOCK

Shares1.71M

TypeSH

Market value$269.72M

2.38%

Sole

1.63M

Shared

4.41K

None

77.68K

COSTCO WHOLESALE CORP NEW

SOLE

COMMON STOCK

Shares240.67K

TypeSH

Market value$238.25M

2.11%

Sole

231.53K

Shared

0.00

None

9.14K

ABBOTT LABORATORIES

SOLE

COMMON STOCK

Shares1.68M

TypeSH

Market value$229.15M

2.03%

Sole

1.62M

Shared

7.80K

None

53.54K

ADOBE SYSTEMS INC

SOLE

COMMON STOCK

Shares584.09K

TypeSH

Market value$225.97M

2.00%

Sole

563.50K

Shared

2.16K

None

18.43K

PAYCOM SOFTWARE INC

SOLE

COMMON STOCK

Shares960.74K

TypeSH

Market value$222.31M

1.96%

Sole

926.05K

Shared

8.15K

None

26.54K

THERMO FISHER SCIENTIFIC INC

SOLE

COMMON STOCK

Shares545.54K

TypeSH

Market value$221.19M

1.95%

Sole

525.77K

Shared

2.05K

None

17.71K

NXP SEMICONDUCTORS

SOLE

FOREIGN STOCK

Shares970.91K

TypeSH

Market value$212.13M

1.87%

Sole

931.72K

Shared

11.43K

None

27.76K

VISA INC

SOLE

COMMON STOCK

Shares559.46K

TypeSH

Market value$198.64M

1.76%

Sole

545.24K

Shared

0.00

None

14.22K

AUTOMATIC DATA PROCESSING

SOLE

COMMON STOCK

Shares637.97K

TypeSH

Market value$196.75M

1.74%

Sole

615.60K

Shared

6.74K

None

15.63K

VEEVA SYSTEMS INC

SOLE

COMMON STOCK

Shares609.38K

TypeSH

Market value$175.49M

1.55%

Sole

585.93K

Shared

4.83K

None

18.61K

EOG RESOURCES

SOLE

COMMON STOCK

Shares1.42M

TypeSH

Market value$169.35M

1.50%

Sole

1.35M

Shared

12.25K

None

53.23K

META PLATFORMS INC CL A

SOLE

COMMON STOCK

Shares220.56K

TypeSH

Market value$162.79M

1.44%

Sole

210.33K

Shared

2.15K

None

8.08K

CANADIAN NATIONAL RAILWAY

SOLE

FOREIGN STOCK

Shares1.43M

TypeSH

Market value$148.27M

1.31%

Sole

1.38M

Shared

10.54K

None

37.64K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
MICROSOFT CORPSOLE	COMMON STOCK	1.88M	SH	$936.61M 8.28%	1.82M	12.79K	48.83K
MASTERCARD INCSOLE	COMMON STOCK	1.41M	SH	$790.42M 6.99%	1.36M	10.96K	34.31K
INTUITSOLE	COMMON STOCK	923.69K	SH	$727.53M 6.43%	893.11K	6.59K	24K
ALPHABET INCSOLE	COMMON STOCK	3.05M	SH	$537.40M 4.75%	2.94M	21.19K	89.47K
AMAZON.COMSOLE	COMMON STOCK	2.21M	SH	$485.90M 4.29%	2.14M	8.48K	65.67K
FISERV INCSOLE	COMMON STOCK	2.81M	SH	$484.80M 4.28%	2.72M	18.55K	74.70K
STRYKER CORPSOLE	COMMON STOCK	1.17M	SH	$461.35M 4.08%	1.13M	8.76K	30.95K
DANAHER CORP SHS BEN INTSOLE	COMMON STOCK	1.67M	SH	$330.57M 2.92%	1.61M	12.99K	47.87K
SERVICENOW INCSOLE	COMMON STOCK	301.28K	SH	$309.74M 2.74%	289.55K	1.33K	10.40K
AMERICAN TOWER CORPSOLE	COMMON STOCK	1.39M	SH	$307.76M 2.72%	1.35M	9.26K	37.38K
APPLE INCSOLE	COMMON STOCK	1.46M	SH	$300.34M 2.65%	1.43M	0.00	36.43K
TJX COMPANIES INCSOLE	COMMON STOCK	2.26M	SH	$279.28M 2.47%	2.17M	25.63K	64.31K
NVIDIA CORPSOLE	COMMON STOCK	1.71M	SH	$269.72M 2.38%	1.63M	4.41K	77.68K
COSTCO WHOLESALE CORP NEWSOLE	COMMON STOCK	240.67K	SH	$238.25M 2.11%	231.53K	0.00	9.14K
ABBOTT LABORATORIESSOLE	COMMON STOCK	1.68M	SH	$229.15M 2.03%	1.62M	7.80K	53.54K
ADOBE SYSTEMS INCSOLE	COMMON STOCK	584.09K	SH	$225.97M 2.00%	563.50K	2.16K	18.43K
PAYCOM SOFTWARE INCSOLE	COMMON STOCK	960.74K	SH	$222.31M 1.96%	926.05K	8.15K	26.54K
THERMO FISHER SCIENTIFIC INCSOLE	COMMON STOCK	545.54K	SH	$221.19M 1.95%	525.77K	2.05K	17.71K
NXP SEMICONDUCTORSSOLE	FOREIGN STOCK	970.91K	SH	$212.13M 1.87%	931.72K	11.43K	27.76K
VISA INCSOLE	COMMON STOCK	559.46K	SH	$198.64M 1.76%	545.24K	0.00	14.22K
AUTOMATIC DATA PROCESSINGSOLE	COMMON STOCK	637.97K	SH	$196.75M 1.74%	615.60K	6.74K	15.63K
VEEVA SYSTEMS INCSOLE	COMMON STOCK	609.38K	SH	$175.49M 1.55%	585.93K	4.83K	18.61K
EOG RESOURCESSOLE	COMMON STOCK	1.42M	SH	$169.35M 1.50%	1.35M	12.25K	53.23K
META PLATFORMS INC CL ASOLE	COMMON STOCK	220.56K	SH	$162.79M 1.44%	210.33K	2.15K	8.08K
CANADIAN NATIONAL RAILWAYSOLE	FOREIGN STOCK	1.43M	SH	$148.27M 1.31%	1.38M	10.54K	37.64K

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