Institutional Fund
Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma
Boston, MACIK 9329745 filings on record
Portfolio Value
$9.98B
Q1 2026
Holdings
559
Reported positions
New Buys
44
Opened this quarter
QoQ Change
-9.6%
from $11.03B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc9.2%
- Mastercard Incorporated6.9%
- Microsoft Corp6.8%
- Amazon Com Inc5.4%
- Stryker Corporation3.9%
- Apple Inc3.7%
- Other64.1%
Portfolio Holdings
559 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 2.89M | $916.29M | 9.2% | −85.1K | Reduced |
| 2 | Mastercard Incorporated | 1.38M | $687.67M | 6.9% | −3.9K | Reduced |
| 3 | Microsoft Corp | 1.84M | $683.41M | 6.8% | +1.4K | Added |
| 4 | Amazon Com Inc | 2.24M | $535.11M | 5.4% | +47.0K | Added |
| 5 | Stryker Corporation | 1.15M | $389.56M | 3.9% | −5.1K | Reduced |
| 6 | Apple Inc | 1.43M | $372.10M | 3.7% | +10.6K | Added |
| 7 | Intuit | 1.01M | $355.83M | 3.6% | +71.2K | Added |
| 8 | Nvidia Corporation | 1.82M | $342.71M | 3.4% | +76.5K | Added |
| 9 | Tjx Cos Inc New | 2.11M | $340.99M | 3.4% | −52.7K | Reduced |
| 10 | Danaher Corporation | 1.66M | $314.69M | 3.2% | +615 | Added |
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