StockDriftsStockDriftsTop 50 Loring Wolcott & Coolidge Fiduciary Advisors LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 9.78% | 2.82M | $1.01B | -2.34%(-67.56K) | $44.74(+670.47%) | 2026-06-30 | |
| MA | MASTERCARD INC | 6.88% | 1.38M | $708.6M | +0.04%(+541) | $31.06(+1724.87%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 6.69% | 1.85M | $689.2M | +0.26%(+4.77K) | $65.67(+640.18%) | 2026-06-30 | |
| AMZN | AMAZON.COM | 5.2% | 2.25M | $535.9M | +0.16%(+3.52K) | $103.38(+153.95%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.06% | 1.45M | $418.4M | +1.23%(+17.55K) | $24.37(+1153.21%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 3.69% | 1.90M | $380.6M | +4.68%(+85.09K) | $62.19(+263.53%) | 2026-06-30 | |
| SYK | STRYKER CORP | 3.53% | 1.15M | $363.6M | +0.55%(+6.32K) | $87.59(+278.69%) | 2026-06-30 | |
| DHR | DANAHER CORP SHS BEN INT | 3.1% | 1.68M | $319.5M | +1.07%(+17.73K) | $48.94(+313.66%) | 2026-06-30 | |
| TJX | TJX COMPANIES INC | 3.01% | 2.05M | $310.6M | -2.84%(-59.89K) | $14.22(+968.48%) | 2026-06-30 | |
| INTU | INTUIT | 2.63% | 1.04M | $271.5M | +2.58%(+26.17K) | $121.84(+183.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +6.79% | +21.79% | +3.52% | +18.87% |
| Top 20 Holdings Unweighted | +4.99% | +15.73% | +2.68% | +14.12% |
Loring Wolcott & Coolidge Fiduciary Advisors LLP reports $10.30B in US-listed equity holdings across 565 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (9.8%), MA (6.9%) and MSFT (6.7%). The top 20 holdings account for 67.91% of reported assets. Its disclosed equity book has returned +21.79% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Loring Wolcott & Coolidge Fiduciary Advisors LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 932974). View Loring Wolcott & Coolidge Fiduciary Advisors LLP’s 13F filings on SEC