Institutional manager
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Holds positions in 309 of the S&P 500, worth $9.37bn as reported for the quarter ended 31-mar-2026.
Positions held309of 488 index companies covered
Reported value$9.37bnS&P 500 positions only
Top ten weight53%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 309 held. The rest are smaller than every one of these.
Alphabet Inc. (Class A)GOOGL3.1m$973mCommunication ServicesMastercardMA1.4m$688mFinancialsMicrosoftMSFT1.8m$683mInformation TechnologyAmazonAMZN2.2m$535mConsumer DiscretionaryStryker CorporationSYK1.1m$390mHealth CareApple Inc.AAPL1.4m$372mInformation TechnologyIntuitINTU1.0m$356mInformation TechnologyNvidiaNVDA1.8m$343mInformation TechnologyTJX CompaniesTJX2.1m$341mConsumer DiscretionaryDanaher CorporationDHR1.7m$315mHealth CareThermo Fisher ScientificTMO531,221$264mHealth CareCostcoCOST238,385$238mConsumer StaplesAmerican TowerAMT1.2m$218mReal EstateParker HannifinPH204,952$202mIndustrialsNXP SemiconductorsNXPI967,587$198mInformation TechnologyEOG ResourcesEOG1.4m$189mEnergyVisa Inc.V594,986$181mFinancialsMeta PlatformsMETA264,570$167mCommunication ServicesAbbott LaboratoriesABT1.6m$162mHealth CareFiservFISV2.5m$140mFinancialsServiceNowNOW1.7m$140mInformation TechnologySynopsysSNPS323,454$127mInformation TechnologyBerkshire HathawayBRK.B233,107$115mFinancialsAutomatic Data ProcessingADP605,915$114mIndustrialsVeeva SystemsVEEV734,477$111mHealth CareChurch & DwightCHD1.1m$105mConsumer StaplesQualcommQCOM663,893$85mInformation TechnologyHome Depot (The)HD245,535$83mConsumer DiscretionaryStarbucksSBUX847,946$82mConsumer DiscretionaryLowe'sLOW312,897$76mConsumer DiscretionaryPhilip Morris InternationalPM474,088$76mConsumer StaplesAnalog DevicesADI201,613$71mInformation TechnologyIdexx LaboratoriesIDXX122,304$69mHealth CareO'Reilly AutomotiveORLY724,600$67mConsumer DiscretionaryAdobe Inc.ADBE272,948$62mInformation TechnologyJohnson & JohnsonJNJ256,261$61mHealth CareProcter & GamblePG414,454$60mConsumer StaplesUnion Pacific CorporationUNP226,335$57mIndustrialsExxonMobilXOM370,634$57mEnergyRegeneron PharmaceuticalsREGN72,430$54mHealth CareMerck & Co.MRK337,029$41mHealth CareVeraltoVLTO432,805$39mIndustrialsBroadridge Financial SolutionsBR252,818$38mIndustrialsLilly (Eli)LLY39,188$37mHealth CareMcDonald'sMCD106,061$32mConsumer DiscretionaryNike, Inc.NKE718,819$31mConsumer DiscretionaryRoss StoresROST130,760$29mConsumer DiscretionaryPepsiCoPEP168,536$26mConsumer StaplesRoper TechnologiesROP68,223$23mInformation TechnologySalesforceCRM128,841$21mInformation TechnologyTrade Desk (The)TTD921,260$19mCommunication ServicesAmgenAMGN50,536$18mHealth CareMSCIMSCI30,965$17mFinancialsEcolabECL60,352$16mMaterialsAccentureACN91,149$16mInformation TechnologyRTX CorporationRTX70,060$14mIndustrialsJPMorgan ChaseJPM45,554$14mFinancialsState Street CorporationSTT55,172$14mFinancialsAlign TechnologyALGN76,830$13mHealth CareAbbVieABBV63,041$13mHealth Care
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.