LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

PrivateCIK: 932974

Location

BOSTON, MA

565

Positions

$10.30B

Total AUM (reported)

51.17M

Total Shares

Allocation by class

COMMON STOCK$9.64B93.5%

FOREIGN STOCK$589.96M5.7%

EQUITY MUTUAL F$72.79M0.7%

BOND MUTUAL FUN$2.29M0.0%

OPTIONS$24.1K0.0%

Portfolio Concentration

Top 3$2.41B23.3%

4–10$2.60B25.2%

11–25$2.69B26.1%

Rest$2.61B25.3%

Top 3 weight

23.3%

Top 10 weight

48.6%

Voting Authority Distribution

Total shares with voting rights: 51.17M

Sole

Full voting authority

49.31M

% of voting shares96.4%

Shared

Joint voting authority

294.07K

% of voting shares0.6%

None

No voting authority

1.56M

% of voting shares3.1%

Investment Discretion (by position count)

Sole565

Shared0

Other0

Dominant voting typeSole · 96.4% of voting shares

Institutional Holdings565

Rows:

ALPHABET INC

SOLE

COMMON STOCK

Shares2.82M

TypeSH

Market value$1.01B

9.78%

Sole

2.71M

Shared

17.54K

None

92.42K

MASTERCARD INC

SOLE

COMMON STOCK

Shares1.38M

TypeSH

Market value$708.55M

6.88%

Sole

1.33M

Shared

10.77K

None

39.38K

MICROSOFT CORP

SOLE

COMMON STOCK

Shares1.85M

TypeSH

Market value$689.15M

6.69%

Sole

1.78M

Shared

12.67K

None

49.89K

AMAZON.COM

SOLE

COMMON STOCK

Shares2.25M

TypeSH

Market value$535.86M

5.20%

Sole

2.17M

Shared

10.68K

None

71.45K

APPLE INC

SOLE

COMMON STOCK

Shares1.45M

TypeSH

Market value$418.44M

4.06%

Sole

1.39M

Shared

0.00

None

52.34K

NVIDIA CORP

SOLE

COMMON STOCK

Shares1.90M

TypeSH

Market value$380.56M

3.69%

Sole

1.81M

Shared

5.83K

None

85.08K

STRYKER CORP

SOLE

COMMON STOCK

Shares1.15M

TypeSH

Market value$363.63M

3.53%

Sole

1.11M

Shared

8.76K

None

34.26K

DANAHER CORP SHS BEN INT

SOLE

COMMON STOCK

Shares1.68M

TypeSH

Market value$319.51M

3.10%

Sole

1.61M

Shared

12.99K

None

51.05K

TJX COMPANIES INC

SOLE

COMMON STOCK

Shares2.05M

TypeSH

Market value$310.61M

3.01%

Sole

1.97M

Shared

19.90K

None

60.06K

INTUIT

SOLE

COMMON STOCK

Shares1.04M

TypeSH

Market value$271.46M

2.63%

Sole

Shared

6.57K

None

31.27K

NXP SEMICONDUCTORS

SOLE

FOREIGN STOCK

Shares952.05K

TypeSH

Market value$267.56M

2.60%

Sole

913.74K

Shared

11.26K

None

27.05K

THERMO FISHER SCIENTIFIC INC

SOLE

COMMON STOCK

Shares491.48K

TypeSH

Market value$246.41M

2.39%

Sole

474.18K

Shared

555.00

None

16.75K

COSTCO WHOLESALE CORP NEW

SOLE

COMMON STOCK

Shares233.99K

TypeSH

Market value$218.89M

2.12%

Sole

225.03K

Shared

0.00

None

8.96K

VISA INC

SOLE

COMMON STOCK

Shares606.48K

TypeSH

Market value$208.08M

2.02%

Sole

587.28K

Shared

0.00

None

19.20K

PARKER-HANNIFIN CORP

SOLE

COMMON STOCK

Shares204.90K

TypeSH

Market value$200.41M

1.95%

Sole

196.09K

Shared

0.00

None

8.81K

AMERICAN TOWER CORP

SOLE

COMMON STOCK

Shares1.13M

TypeSH

Market value$185.07M

1.80%

Sole

1.10M

Shared

8.30K

None

27.52K

EOG RESOURCES

SOLE

COMMON STOCK

Shares1.40M

TypeSH

Market value$181.77M

1.76%

Sole

1.34M

Shared

12.25K

None

51.49K

SERVICENOW INC

SOLE

COMMON STOCK

Shares1.75M

TypeSH

Market value$173.42M

1.68%

Sole

1.68M

Shared

6.65K

None

59.96K

SYNOPSYS INC

SOLE

COMMON STOCK

Shares351.49K

TypeSH

Market value$156.79M

1.52%

Sole

338.74K

Shared

0.00

None

12.75K

META PLATFORMS INC CL A

SOLE

COMMON STOCK

Shares274.24K

TypeSH

Market value$154.48M

1.50%

Sole

261.59K

Shared

2.23K

None

10.43K

CANADIAN NATIONAL RAILWAY

SOLE

FOREIGN STOCK

Shares1.25M

TypeSH

Market value$149.22M

1.45%

Sole

1.21M

Shared

10.54K

None

33.72K

ABBOTT LABORATORIES

SOLE

COMMON STOCK

Shares1.57M

TypeSH

Market value$142.12M

1.38%

Sole

1.51M

Shared

7.80K

None

47.58K

VEEVA SYSTEMS INC

SOLE

COMMON STOCK

Shares793.24K

TypeSH

Market value$140.78M

1.37%

Sole

762.41K

Shared

4.83K

None

25.99K

AUTOMATIC DATA PROCESSING

SOLE

COMMON STOCK

Shares601.16K

TypeSH

Market value$134.63M

1.31%

Sole

580.88K

Shared

6.81K

None

13.47K

ASM LITHOGRAPHY HLDG N V

SOLE

FOREIGN STOCK

Shares64.93K

TypeSH

Market value$129.17M

1.25%

Sole

60.81K

Shared

447.00

None

3.67K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
ALPHABET INCSOLE	COMMON STOCK	2.82M	SH	$1.01B 9.78%	2.71M	17.54K	92.42K
MASTERCARD INCSOLE	COMMON STOCK	1.38M	SH	$708.55M 6.88%	1.33M	10.77K	39.38K
MICROSOFT CORPSOLE	COMMON STOCK	1.85M	SH	$689.15M 6.69%	1.78M	12.67K	49.89K
AMAZON.COMSOLE	COMMON STOCK	2.25M	SH	$535.86M 5.20%	2.17M	10.68K	71.45K
APPLE INCSOLE	COMMON STOCK	1.45M	SH	$418.44M 4.06%	1.39M	0.00	52.34K
NVIDIA CORPSOLE	COMMON STOCK	1.90M	SH	$380.56M 3.69%	1.81M	5.83K	85.08K
STRYKER CORPSOLE	COMMON STOCK	1.15M	SH	$363.63M 3.53%	1.11M	8.76K	34.26K
DANAHER CORP SHS BEN INTSOLE	COMMON STOCK	1.68M	SH	$319.51M 3.10%	1.61M	12.99K	51.05K
TJX COMPANIES INCSOLE	COMMON STOCK	2.05M	SH	$310.61M 3.01%	1.97M	19.90K	60.06K
INTUITSOLE	COMMON STOCK	1.04M	SH	$271.46M 2.63%	1M	6.57K	31.27K
NXP SEMICONDUCTORSSOLE	FOREIGN STOCK	952.05K	SH	$267.56M 2.60%	913.74K	11.26K	27.05K
THERMO FISHER SCIENTIFIC INCSOLE	COMMON STOCK	491.48K	SH	$246.41M 2.39%	474.18K	555.00	16.75K
COSTCO WHOLESALE CORP NEWSOLE	COMMON STOCK	233.99K	SH	$218.89M 2.12%	225.03K	0.00	8.96K
VISA INCSOLE	COMMON STOCK	606.48K	SH	$208.08M 2.02%	587.28K	0.00	19.20K
PARKER-HANNIFIN CORPSOLE	COMMON STOCK	204.90K	SH	$200.41M 1.95%	196.09K	0.00	8.81K
AMERICAN TOWER CORPSOLE	COMMON STOCK	1.13M	SH	$185.07M 1.80%	1.10M	8.30K	27.52K
EOG RESOURCESSOLE	COMMON STOCK	1.40M	SH	$181.77M 1.76%	1.34M	12.25K	51.49K
SERVICENOW INCSOLE	COMMON STOCK	1.75M	SH	$173.42M 1.68%	1.68M	6.65K	59.96K
SYNOPSYS INCSOLE	COMMON STOCK	351.49K	SH	$156.79M 1.52%	338.74K	0.00	12.75K
META PLATFORMS INC CL ASOLE	COMMON STOCK	274.24K	SH	$154.48M 1.50%	261.59K	2.23K	10.43K
CANADIAN NATIONAL RAILWAYSOLE	FOREIGN STOCK	1.25M	SH	$149.22M 1.45%	1.21M	10.54K	33.72K
ABBOTT LABORATORIESSOLE	COMMON STOCK	1.57M	SH	$142.12M 1.38%	1.51M	7.80K	47.58K
VEEVA SYSTEMS INCSOLE	COMMON STOCK	793.24K	SH	$140.78M 1.37%	762.41K	4.83K	25.99K
AUTOMATIC DATA PROCESSINGSOLE	COMMON STOCK	601.16K	SH	$134.63M 1.31%	580.88K	6.81K	13.47K
ASM LITHOGRAPHY HLDG N VSOLE	FOREIGN STOCK	64.93K	SH	$129.17M 1.25%	60.81K	447.00	3.67K

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