1y return−7.1%S&P 500 +20.9%
3y return+15.9%S&P 500 +68.5%
5y return+13.6%S&P 500 +74.5%
10y return+159.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $259 against $357 in the S&P 500.2
Loring Wolcott & Coolidge Fiduciary Advisors Llp/maS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGLAlphabet Inc | $1.0B | 9.8% | −2.3% |
| MAMastercard Inc | $708.6M | 6.9% | |
| MSFTMicrosoft Corp | $689.2M | 6.7% | |
| AMZNAmazon.com | $535.9M | 5.2% | |
| AAPLApple Inc | $418.4M | 4.1% | +1.2% |
| NVDANvidia Corp | $380.6M | 3.7% | +4.7% |
| SYKStryker Corp | $363.6M | 3.5% | |
| DHRDanaher Corp Shs Ben Int | $319.5M | 3.1% | +1.1% |
| TJXTjx Companies Inc | $310.6M | 3.0% | −2.8% |
| INTUIntuit | $271.5M | 2.6% | +2.6% |
| Nxp SemiconductorsCUSIP N6596X109 | $267.6M | 2.6% | −1.6% |
| TMOThermo Fisher Scientific Inc | $246.4M | 2.4% | −7.5% |
| COSTCostco Wholesale Corp New | $218.9M | 2.1% | −1.8% |
| VVisa Inc | $208.1M | 2.0% | +1.9% |
| PHParker-hannifin Corp | $200.4M | 1.9% | |
| AMTAmerican Tower Corp | $185.1M | 1.8% | −7.0% |
| EOGEog Resources | $181.8M | 1.8% | |
| NOWServicenow Inc | $173.4M | 1.7% | +3.7% |
| SNPSSynopsys Inc | $156.8M | 1.5% | +8.7% |
| METAMeta Platforms Inc Cl A | $154.5M | 1.5% | +3.7% |
| CNICanadian National Railway | $149.2M | 1.4% | −1.6% |
| ABTAbbott Laboratories | $142.1M | 1.4% | −3.0% |
| VEEVVeeva Systems Inc | $140.8M | 1.4% | +8.0% |
| ADPAutomatic Data Processing | $134.6M | 1.3% | |
| Asm Lithography Hldg N VCUSIP N07059210 | $129.2M | 1.3% | +19.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $380.6M |
| LLYLilly (eli) & Co | June 30, 2020 | +630.6% | $71.7M |
| PHParker-hannifin Corp | June 30, 2020 | +433.7% | $200.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $1.0B |
| ORLYO'reilly Automotive Inc | June 30, 2020 | +227.6% | $64.6M |
| ADIAnalog Devices Corp | June 30, 2020 | +223.9% | $84.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $418.4M |
| COSTCostco Wholesale Corp New | June 30, 2020 | +208.5% | $218.9M |
| TJXTjx Companies Inc | June 30, 2020 | +199.6% | $310.6M |
| Asm Lithography Hldg N VCUSIP N07059210 | June 30, 2021 | +188.0% | $129.2M |
Sold off last quarter
- Honeywell Intl Inc ComCUSIP 438516106 was $4.3M
- Renaissancere Holdings LtdCUSIP G7496G103 was $1.2M
- WWDWoodward Inc Com was $1.0M
- XPOXpo Logistics Inc was $919K
- Dupont De Nemours IncCUSIP 26614N102 was $859K
- SUNBSunbelt Rental Holdings Inc was $815K
- BNBrookfield Corporation was $739K
- WMGWarner Music Group Corp was $738K
- PPGPpg Industries Inc was $734K
- HASHasbro Inc was $715K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +4.1% | +14.8% |
| March 31, 2026 | −10.5% | −4.6% |
| December 31, 2025 | −1.1% | +2.4% |
| September 30, 2025 | +0.7% | +7.8% |
| June 30, 2025 | +6.4% | +10.5% |
| March 31, 2025 | −3.6% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | −0.1% | +4.0% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +10.4% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +7.3% | +8.3% |
| March 31, 2023 | +8.2% | +7.0% |
| December 31, 2022 | +6.6% | +7.1% |
| September 30, 2022 | −4.7% | −5.3% |
| June 30, 2022 | −16.2% | −16.5% |
| March 31, 2022 | −10.1% | −4.9% |
| December 31, 2021 | +8.0% | +10.7% |
| September 30, 2021 | +2.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=932974&type=13F-HR&dateb=&owner=include&count=40CIK 932974
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/932974/000093297426000008/Filed July 30, 2026 · accession 0000932974-26-000008