LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

$10.0B reported 13(f) long value · latest quarter 2026-06-30 · CIK 932974 · EDGAR ↗
sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
$10.0B
ALL retained default holdings for this (filer, period), including NULL-value ones
653
positions with no comparable holding in the prior quarter (kind new), 2026-03-31
44
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
18
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §
Period
Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusipthe reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE classified_by_value · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stakederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated shares_unit_mismatchPrev valueCurr valuePrev sharesCurr shares
position key pos:15142 · issuer key iss:89 COMMON STOCKTRIM−$78.5M−85,112$995M$916M2,973,4332,888,321
position key pos:14206 · issuer key iss:1193 COMMON STOCKTRIM−$32.0M−3,917$720M$688M1,382,9551,379,038
position key pos:11825 · issuer key iss:1225 COMMON STOCKADD−$201M+1,448$885M$683M1,841,2711,842,719
position key pos:14175 · issuer key iss:95 COMMON STOCKADD−$2.6M+47,040$538M$535M2,197,7582,244,798
position key pos:15220 · issuer key iss:1725 COMMON STOCKTRIM−$19.5M−5,130$409M$390M1,153,7631,148,633
position key pos:13215 · issuer key iss:144 COMMON STOCKADD+$5.9M+10,611$366M$372M1,417,9141,428,525
position key pos:13832 · issuer key iss:996 COMMON STOCKADD−$158M+71,214$514M$356M942,7071,013,921
position key pos:15642 · issuer key iss:1334 COMMON STOCKADD+$14.6M+76,507$328M$343M1,740,3191,816,826
position key pos:17899 · issuer key iss:1745 COMMON STOCKTRIM+$20.9M−52,707$320M$341M2,162,8082,110,101
position key pos:15144 · issuer key iss:556 COMMON STOCKADD−$76.4M+615$391M$315M1,659,0491,659,664
position key pos:15125 · issuer key iss:1798 COMMON STOCKTRIM−$73.1M−8,402$337M$264M539,623531,221
position key pos:12030 · issuer key iss:525 COMMON STOCKTRIM+$1.5M−5,334$236M$238M243,719238,385
position key pos:14039 · issuer key iss:112 COMMON STOCKTRIM−$14.0M−72,226$232M$218M1,288,7201,216,494
position key pos:10128 · issuer key iss:1413 COMMON STOCKTRIM+$9.9M−2,152$192M$202M207,104204,952
position key pos:14064 · issuer key iss:2295 FOREIGN STOCKADD−$24.1M+588$222M$198M966,999967,587
position key pos:12449 · issuer key iss:621 COMMON STOCKTRIM+$37.3M−9,332$152M$189M1,399,0001,389,668
position key pos:12848 · issuer key iss:1921 COMMON STOCKADD−$9.2M+9,985$190M$181M585,001594,986
position key pos:11390 · issuer key iss:720 COMMON STOCKADD−$4.1M+10,880$171M$167M253,690264,570
position key pos:12366 · issuer key iss:22 COMMON STOCKTRIM−$16.4M−32,721$178M$162M1,646,7701,614,049
position key pos:17128 · issuer key iss:385 FOREIGN STOCKTRIM+$8.9M−33,376$131M$140M1,305,3901,272,014
position key pos:14143 · issuer key iss:748 COMMON STOCKTRIM−$34.5M−135,900$175M$140M2,632,4052,496,505
position key pos:13683 · issuer key iss:1648 COMMON STOCKADD−$69.8M+94,271$210M$140M1,589,7081,683,979
position key pos:18221 · issuer key iss:1739 COMMON STOCKADD−$21.2M+28,992$148M$127M294,462323,454
position key pos:10793 · issuer key iss:195 COMMON STOCKTRIM−$44.1M−16,884$159M$114M622,799605,915
position key pos:11205 · issuer key iss:255 COMMON STOCKADD+$8.3M+14,902$104M$112M218,201233,103
position key pos:13364 · issuer key iss:1894 COMMON STOCKADD−$33.8M+69,038$145M$111M665,439734,477
position key pos:16657 · issuer key iss:446 COMMON STOCKTRIM−$919K−46,659$106M$105M1,143,3771,096,718
position key pos:10415 · issuer key iss:1418 COMMON STOCKTRIM−$35.1M−91,865$122M$87.4M861,512769,647
position key pos:17533 · issuer key iss:1509 COMMON STOCKADD−$13.1M+22,755$98.1M$85.0M641,138663,893
position key pos:10715 · issuer key iss:916 COMMON STOCKTRIM−$12.4M−4,836$95.2M$82.8M250,371245,535
position key pos:16012 · issuer key iss:1713 COMMON STOCKTRIM−$1.8M−26,602$83.7M$81.9M874,548847,946
position key pos:11625 · issuer key iss:2284 FOREIGN STOCKADD+$2.8M+1,066$77.5M$80.3M53,26254,328
position key pos:16172 · issuer key iss:1141 COMMON STOCKTRIM−$10.6M−4,721$87.0M$76.4M317,618312,897
position key pos:15198 · issuer key iss:1445 COMMON STOCKTRIM−$10.9M−12,262$87.0M$76.1M486,350474,088
position key pos:14307 · issuer key iss:127 COMMON STOCKADD+$10.6M+4,192$60.0M$70.6M197,421201,613
position key pos:16368 · issuer key iss:953 COMMON STOCKTRIM−$17.3M−1,741$86.2M$68.9M124,045122,304
position key pos:11403 · issuer key iss:1342 COMMON STOCKTRIM−$5.9M−4,124$73.3M$67.4M728,724724,600
position key pos:17290 · issuer key iss:39 COMMON STOCKTRIM−$69.1M−166,284$131M$61.5M439,232272,948
position key pos:13599 · issuer key iss:1035 COMMON STOCKTRIM+$2.3M−5,942$58.8M$61.1M262,203256,261
position key pos:14992 · issuer key iss:1485 COMMON STOCKTRIM−$1.7M−2,833$61.9M$60.2M417,287414,454
position key pos:15337 · issuer key iss:1966 COMMON STOCKTRIM−$4.2M−32,905$63.9M$59.8M408,015375,110
position key pos:17821 · issuer key iss:89 COMMON STOCKTRIM−$4.9M−4,210$61.7M$56.8M184,116179,906
position key pos:14191 · issuer key iss:1855 COMMON STOCKTRIM+$2.7M−6,060$54.0M$56.7M232,395226,335
position key pos:14552 · issuer key iss:711 COMMON STOCKADD+$6.0M+1,330$50.5M$56.5M369,304370,634
position key pos:15140 · issuer key iss:1537 COMMON STOCKTRIM−$12.8M−14,545$67.1M$54.2M86,97572,430
position key pos:10146 · issuer key iss:397 COMMON STOCKADD+$11.2M+31,168$35.0M$46.2M101,177132,345
position key pos:17751 · issuer key iss:1214 COMMON STOCKTRIM+$3.7M−7,979$37.2M$40.9M345,008337,029
position key pos:18087 · issuer key iss:578 COMMON STOCKADD+$6.8M+27,118$32.0M$38.8M155,706182,824
position key pos:17195 · issuer key iss:1900 COMMON STOCKTRIM−$5.7M−8,913$44.4M$38.7M441,718432,805
position key pos:11059 · issuer key iss:322 COMMON STOCKTRIM−$14.4M−2,169$52.6M$38.2M254,987252,818
position key pos:15863 · issuer key iss:1123 COMMON STOCKADD+$23.0M+25,865$13.8M$36.8M13,32339,188
position key pos:16096 · issuer key iss:1206 COMMON STOCKTRIM−$2.3M−4,499$34.7M$32.4M110,560106,061
position key pos:13891 · issuer key iss:1313 COMMON STOCKTRIM−$15.1M−6,618$45.8M$30.6M725,437718,819
position key pos:10663 · issuer key iss:1575 COMMON STOCKTRIM+$3.8M−4,123$25.1M$28.9M134,883130,760
position key pos:13833 · issuer key iss:1435 COMMON STOCKTRIM+$230K−7,831$26.2M$26.5M176,367168,536
position key pos:10193 · issuer key iss:1574 COMMON STOCKTRIM−$20.3M−50,180$43.7M$23.4M118,40368,223
position key pos:12725 · issuer key iss:1615 COMMON STOCKTRIM−$15.5M−31,859$36.7M$21.3M160,700128,841
position key pos:14291 · issuer key iss:1796 COMMON STOCKTRIM−$20.1M−278,884$38.6M$18.5M1,200,144921,260
position key pos:11671 · issuer key iss:122 COMMON STOCKTRIM−$540K−1,494$18.3M$17.7M52,03050,536
position key pos:16716 · issuer key iss:633 COMMON STOCKADD+$4.0M+16,360$12.5M$16.5M43,99260,352
position key pos:17429 · issuer key iss:2052 FOREIGN STOCKTRIM−$10.0M−4,396$26.4M$16.4M95,54591,149
position key pos:15626 · issuer key iss:1529 COMMON STOCKTRIM−$204K−1,112$14.3M$14.1M71,17270,060
position key pos:18039 · issuer key iss:1025 COMMON STOCKTRIM−$7.6M−26,870$21.7M$14.1M72,42445,554
position key pos:14053 · issuer key iss:73 COMMON STOCKTRIM−$5.3M−34,644$18.6M$13.3M111,47476,830
position key pos:15499 · issuer key iss:23 COMMON STOCKTRIM−$1.3M−1,337$14.4M$13.1M64,37863,041
position key pos:11577 · issuer key iss:167 COMMON STOCKTRIM−$2.4M−16,520$15.2M$12.9M103,94787,427
position key pos:11717 · issuer key iss:440 COMMON STOCKTRIM+$965K−2,127$11.8M$12.8M70,03667,909
position key pos:17199 · issuer key iss:1948 COMMON STOCKTRIM+$24.1K−1,710$12.0M$12.0M31,12629,416
position key pos:12827 · issuer key iss:323 COMMON STOCKADD+$2.2M+3,056$9.1M$11.3M27,47330,529
position key pos:11237 · issuer key iss:1601 EQUITY MUTUAL FADD+$7.1M+16,825$3.6M$10.7M7,59224,417
position key pos:15592 · issuer key iss:954 COMMON STOCKADD+$453K+108$9.3M$9.7M35,83735,945
position key pos:10363 · issuer key iss:866 FOREIGN STOCKTRIM−$2.2M−3,245$11.7M$9.6M361,642358,397
position key pos:13490 · issuer key iss:1939 COMMON STOCKTRIM+$106K−4,926$8.7M$8.8M74,34869,422
position key pos:10904 · issuer key iss:1569 COMMON STOCKTRIM−$788K−667$9.3M$8.5M22,07721,410
position key pos:11570 · issuer key iss:1599 EQUITY MUTUAL FADD+$402K+853$7.7M$8.1M11,10811,961
position key pos:10493 · issuer key iss:471 COMMON STOCKTRIM+$111K−3,899$7.7M$7.9M105,270101,371
position key pos:10434 · issuer key iss:482 COMMON STOCKTRIM−$184K−792$7.1M$6.9M82,26181,469
position key pos:15035 · issuer key iss:505 COMMON STOCKTRIM+$1.1M−56$5.0M$6.2M50,41450,358
position key pos:12944 · issuer key cusip6:922908 EQUITY MUTUAL FTRIM−$516K−1,065$6.6M$6.1M19,33618,271
position key pos:16525 · issuer key iss:58 COMMON STOCKTRIM+$677K−500$5.4M$6.1M20,87520,375
position key pos:10718 · issuer key iss:1311 COMMON STOCKADD+$482K+1,160$4.7M$5.2M53,81754,977
position key pos:12525 · issuer key iss:1319 COMMON STOCKTRIM+$65.5K−150$4.3M$4.4M15,01514,865
position key pos:13876 · issuer key iss:917 COMMON STOCKTRIM+$239K−75$4.0M$4.3M18,17518,100
position key pos:11944 · issuer key iss:454 COMMON STOCKADD+$233K+769$3.8M$4.0M47,96448,733
position key pos:16839 · issuer key iss:1330 FOREIGN STOCKTRIM−$2.8M−1,844$6.8M$4.0M107,398105,554
position key pos:15433 · issuer key iss:1290 COMMON STOCKADD+$783K+1,615$3.0M$3.8M35,37036,985
position key pos:17095 · issuer key iss:588 COMMON STOCKTRIM−$1.3M−7,821$5.1M$3.8M45,81037,989
position key pos:15495 · issuer key iss:1590 COMMON STOCKADD−$823K+345$4.6M$3.8M8,6839,028
position key pos:11621 · issuer key iss:1253 COMMON STOCKADD−$24.2K+432$3.7M$3.6M20,10220,534
position key pos:16439 · issuer key iss:520 COMMON STOCKTRIM+$1.1M−614$2.2M$3.3M19,61218,998
position key pos:16805 · issuer key iss:997 COMMON STOCKTRIM−$541K−45$3.7M$3.1M7,0016,956
position key pos:13114 · issuer key iss:877 COMMON STOCKADD+$636K+7,975$2.5M$3.1M71,62179,596
position key pos:18143 · issuer key iss:982 COMMON STOCKTRIM+$706K−2,562$2.1M$2.8M46,92844,366
position key pos:16278 · issuer key iss:390 COMMON STOCKTRIM−$748K−1,883$3.5M$2.7M15,93314,050
position key sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5 · issuer key cusip6:922908 EQUITY MUTUAL FADD−$13.0K+80$2.7M$2.7M4,1674,247
position key pos:13234 · issuer key iss:230 COMMON STOCKTRIM−$7.2M−138,560$9.7M$2.5M186,26247,702
position key pos:11556 · issuer key iss:1854 FOREIGN STOCKTRIM−$534K−2,078$3.0M$2.5M44,76942,691
position key pos:10854 · issuer key iss:300 COMMON STOCKADD−$347K+13,558$2.8M$2.4M54214,100
position key pos:17173 · issuer key iss:1138 COMMON STOCKADD+$1.6M+2,539$823K$2.4M1,3843,923
position key pos:14282 · issuer key iss:1417 COMMON STOCKTRIM−$552K−73$3.0M$2.4M28,16828,095

Flags: no row carries a flag.

1–20 of the 100 changes on this page

1–100 of 293 changes
Mark-to-market only (no share change) · 285

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusipthe reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE classified_by_value · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stakederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated shares_unit_mismatchPrev valueCurr valuePrev sharesCurr shares
position key pos:17776 · issuer key iss:368 COMMON STOCKNO CHANGE+$875K0$20.5M$21.3M286,044286,044
position key pos:16004 · issuer key iss:1161 COMMON STOCKNO CHANGE−$1.4M0$18.0M$16.6M30,96530,965
position key pos:13471 · issuer key iss:562 COMMON STOCKNO CHANGE+$988K0$6.0M$7.0M11,51311,513
position key pos:12342 · issuer key iss:1803 COMMON STOCKNO CHANGE+$778K0$5.7M$6.5M60,52160,521
position key pos:17845 · issuer key iss:455 COMMON STOCKNO CHANGE−$462K0$5.4M$5.0M28,37428,374
position key pos:11393 · issuer key iss:545 COMMON STOCKNO CHANGE+$300K0$4.3M$4.6M7,5177,517
position key pos:12492 · issuer key iss:810 COMMON STOCKNO CHANGE+$155K0$4.2M$4.4M14,27114,271
position key pos:11267 · issuer key iss:2257 FOREIGN STOCKNO CHANGE+$332K0$3.8M$4.1M12,55212,552
position key pos:11644 · issuer key iss:1714 COMMON STOCKNO CHANGE+$318K0$3.4M$3.8M26,91826,918
position key pos:11173 · issuer key iss:995 EQUITY MUTUAL FNO CHANGE−$122K0$3.8M$3.7M6,0976,097
position key pos:16249 · issuer key cusip6:921908 EQUITY MUTUAL FNO CHANGE−$43.2K0$3.3M$3.2M14,49014,490
position key pos:10136 · issuer key iss:990 COMMON STOCKNO CHANGE−$855K0$4.0M$3.1M13,54613,546
position key pos:11020 · issuer key iss:255 COMMON STOCKNO CHANGE+$28.0K0$2.9M$2.9M44
position key pos:17758 · issuer key iss:1605 EQUITY MUTUAL FNO CHANGE+$30.0K0$2.6M$2.6M4,0934,093
position key pos:17386 · issuer key iss:806 COMMON STOCKNO CHANGE+$723K0$1.7M$2.4M2,4202,420
position key pos:16440 · issuer key iss:637 COMMON STOCKNO CHANGE−$170K0$2.5M$2.3M29,73729,737
position key pos:13856 · issuer key iss:1889 COMMON STOCKNO CHANGE−$103K0$2.2M$2.1M4,9304,930
position key pos:12154 · issuer key iss:822 FOREIGN STOCKNO CHANGE−$338K0$2.4M$2.1M36,22036,220
position key sid:sec:prov:ae3aac1f6dcaa1ed4200274bda44d17e · issuer key cusip6:02072Q EQUITY MUTUAL FNO CHANGE−$55.8K0$2.1M$2.1M43,12243,122
position key pos:16516 · issuer key iss:1012 EQUITY MUTUAL FNO CHANGE−$86.7K0$2.1M$2.0M6,0886,088
position key sid:sec:prov:e9816c09242bb3bdb355e72e237e1170 · issuer key cusip6:92203C BOND MUTUAL FUNNO CHANGE−$8.8K0$1.6M$1.6M31,46031,460
position key pos:15622 · issuer key iss:282 COMMON STOCKNO CHANGE−$418K0$1.8M$1.4M12,45712,457
position key pos:11361 · issuer key iss:1042 COMMON STOCKNO CHANGE−$383K0$1.8M$1.4M15,45315,453
position key pos:16185 · issuer key iss:647 COMMON STOCKNO CHANGE−$33.8K0$1.3M$1.2M8,6718,671
position key pos:10798 · issuer key iss:2283 COMMON STOCKNO CHANGE+$14.1K0$1.2M$1.2M8,4408,440
position key pos:17934 · issuer key iss:2195 COMMON STOCKNO CHANGE+$113K0$1.1M$1.2M3,9603,960
position key pos:17201 · issuer key iss:1208 COMMON STOCKNO CHANGE+$41.4K0$1.1M$1.1M1,3191,319
position key pos:11296 · issuer key iss:1012 EQUITY MUTUAL FNO CHANGE+$20.6K0$1.1M$1.1M5,6035,603
position key pos:12549 · issuer key iss:1013 EQUITY MUTUAL FNO CHANGE+$29.2K0$1.1M$1.1M14,35914,359
position key pos:15426 · issuer key iss:733 COMMON STOCKNO CHANGE−$162K0$1.2M$1.1M22,75222,752
position key pos:15311 · issuer key iss:724 COMMON STOCKNO CHANGE+$114K0$964K$1.1M21,93021,930
position key pos:13746 · issuer key iss:1012 EQUITY MUTUAL FNO CHANGE−$42.5K0$1.1M$1.1M8,8808,880
position key pos:11450 · issuer key iss:267 COMMON STOCKNO CHANGE−$7.1K0$1.1M$1.1M6,1936,193
position key pos:16708 · issuer key iss:1661 COMMON STOCKNO CHANGE+$84.5K0$974K$1.1M5,2795,279
position key pos:14514 · issuer key iss:1987 COMMON STOCKNO CHANGE+$157K0$876K$1.0M2,6602,660
position key pos:14555 · issuer key iss:1996 COMMON STOCKNO CHANGE−$92.4K0$1.1M$1.0M7,9007,900
position key pos:16131 · issuer key iss:1632 COMMON STOCKNO CHANGE−$91.2K0$1.1M$969K10,22010,220
position key pos:17824 · issuer key iss:1514 FOREIGN STOCKNO CHANGE−$132K0$1.1M$963K9,3279,327
position key pos:11209 · issuer key cusip6:922908 EQUITY MUTUAL FNO CHANGE−$57.7K0$983K$925K2,0062,006
position key pos:12941 · issuer key iss:1993 COMMON STOCKNO CHANGE+$277K0$642K$919K4,3204,320
position key pos:11122 · issuer key iss:1684 COMMON STOCKNO CHANGE−$678K0$1.6M$896K7,4007,400
position key pos:15702 · issuer key iss:1012 EQUITY MUTUAL FNO CHANGE−$11.7K0$900K$888K3,3983,398
position key pos:11064 · issuer key iss:1089 COMMON STOCKNO CHANGE−$34.3K0$914K$879K3,3703,370
position key pos:13985 · issuer key iss:597 COMMON STOCKNO CHANGE−$118K0$963K$845K9,5339,533
position key pos:16848 · issuer key iss:538 COMMON STOCKNO CHANGE−$4.5K0$849K$845K9,7909,790
position key pos:10708 · issuer key iss:1205 COMMON STOCKNO CHANGE−$151K0$988K$837K15,58315,583
position key sid:sec:prov:f9edbe55caee8e3cb6eac2a550581ab6 · issuer key cusip6:921910 EQUITY MUTUAL FNO CHANGE−$33.9K0$853K$819K6,9506,950
position key pos:12832 · issuer key iss:1358 COMMON STOCKNO CHANGE−$35.4K0$847K$812K10,86010,860
position key pos:15147 · issuer key iss:604 COMMON STOCKNO CHANGE+$36.7K0$772K$809K3,7253,725
position key pos:16504 · issuer key iss:1251 COMMON STOCKNO CHANGE−$173K0$981K$808K1,8911,891
position key pos:14637 · issuer key iss:326 FOREIGN STOCKNO CHANGE−$92.6K0$832K$739K17,53517,535
position key pos:17577 · issuer key iss:1943 COMMON STOCKNO CHANGE−$45.6K0$784K$738K25,90025,900
position key pos:15267 · issuer key iss:1395 COMMON STOCKNO CHANGE+$3330$733K$734K6,6506,650
position key pos:11788 · issuer key iss:2269 COMMON STOCKNO CHANGE−$54.2K0$776K$722K1,5171,517
position key pos:18272 · issuer key iss:886 COMMON STOCKNO CHANGE+$15.9K0$700K$715K7,8007,800
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position key pos:10368 · issuer key iss:203 COMMON STOCKNO CHANGE−$12.9K0$153K$140K816816
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position key pos:16666 · issuer key iss:1013 EQUITY MUTUAL FNO CHANGE−$2.4K0$91.2K$88.7K749749
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position key pos:14231 · issuer key iss:1013 BOND MUTUAL FUNNO CHANGE−$6350$67.4K$66.8K1,2711,271
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position key pos:16616 · issuer key iss:1346 OPTIONS PRNNO CHANGE+$12.2K0$20.5K$32.6K905905
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position key pos:12920 · issuer key iss:1289 COMMON STOCKNO CHANGE−$1.2K0$30.0K$28.8K300300
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position key pos:16509 · issuer key iss:333 COMMON STOCKNO CHANGE+$2.2K0$21.4K$23.6K799799
position key pos:10899 · issuer key iss:1013 EQUITY MUTUAL FNO CHANGE−$3240$23.5K$23.2K160160
position key pos:15690 · issuer key iss:610 COMMON STOCKNO CHANGE+$1.9K0$20.2K$22.1K168168
position key pos:10550 · issuer key iss:929 COMMON STOCKNO CHANGE−$1.8K0$23.9K$22.1K115115
position key sid:sec:prov:a6f31b4733de62bae5fced1fb39b0119 · issuer key cusip6:358029 FOREIGN STOCKNO CHANGE+$1.1K0$20.8K$21.9K926926
position key pos:15102 · issuer key iss:244 COMMON STOCKNO CHANGE−$3.0K0$24.0K$21.0K1,2251,225
position key pos:15694 · issuer key iss:72 FOREIGN STOCKNO CHANGE−$7.4K0$28.0K$20.6K162162
position key pos:18239 · issuer key iss:2262 COMMON STOCKNO CHANGE−$7.1K0$26.9K$19.8K590590
position key pos:12710 · issuer key iss:1013 EQUITY MUTUAL FNO CHANGE−$1520$19.2K$19.0K230230
position key pos:13340 · issuer key iss:666 COMMON STOCKNO CHANGE+$2.1K0$16.6K$18.7K500500
position key pos:15139 · issuer key iss:270 COMMON STOCKNO CHANGE−$4.5K0$22.7K$18.1K190190
position key sid:sec:prov:89cc3441e94df1e6ade34b90004054c1 · issuer key cusip6:92204A EQUITY MUTUAL FNO CHANGE+$2.3K0$15.1K$17.5K108108
position key pos:10263 · issuer key iss:1078 COMMON STOCKNO CHANGE+$1.5K0$15.7K$17.1K252252
position key pos:12053 · issuer key iss:1143 COMMON STOCKNO CHANGE−$2.3K0$18.6K$16.4K100100
position key pos:15268 · issuer key iss:1116 COMMON STOCKNO CHANGE+$2.1K0$14.3K$16.4K172172
position key pos:15607 · issuer key iss:304 COMMON STOCKNO CHANGE+$2.4K0$13.8K$16.2K6363
position key pos:13275 · issuer key iss:1000 EQUITY MUTUAL FNO CHANGE−$7680$15.1K$14.3K206206
position key pos:16020 · issuer key iss:1118 COMMON STOCKNO CHANGE+$340$13.5K$13.5K166166
position key pos:10330 · issuer key iss:1250 COMMON STOCKNO CHANGE−$1.0K0$14.5K$13.5K178178
position key pos:14215 · issuer key iss:1733 COMMON STOCKNO CHANGE−$7.4K0$20.7K$13.3K1,0001,000
position key pos:17182 · issuer key iss:44 FOREIGN STOCKNO CHANGE+$2420$12.4K$12.7K1,6101,610
position key pos:14865 · issuer key iss:1248 COMMON STOCKNO CHANGE+$2.3K0$9.9K$12.2K99
position key pos:11847 · issuer key iss:1885 COMMON STOCKNO CHANGE−$5350$12.7K$12.1K9595
position key sid:sec:prov:95218db613c9d6f619867d9c3b2765a1 · issuer key cusip6:890930 EQUITY MUTUAL FNO CHANGE+$7310$11.4K$12.1K542542
position key pos:17597 · issuer key iss:1957 COMMON STOCKNO CHANGE−$1.9K0$13.6K$11.8K1,7061,706
position key pos:13012 · issuer key iss:1797 COMMON STOCKNO CHANGE−$7.7K0$19.3K$11.6K1,2021,202
position key pos:13899 · issuer key iss:1563 COMMON STOCKNO CHANGE−$5.8K0$16.8K$11.1K160160
position key pos:11709 · issuer key iss:436 COMMON STOCKNO CHANGE+$3.3K0$7.2K$10.4K460460
position key pos:17677 · issuer key iss:628 COMMON STOCKNO CHANGE+$2750$9.9K$10.2K490490
position key pos:14557 · issuer key iss:1734 COMMON STOCKNO CHANGE−$2.4K0$12.5K$10.1K400400
position key pos:11956 · issuer key iss:1317 FOREIGN STOCKNO CHANGE+$2.5K0$6.9K$9.5K1,0001,000
position key pos:15018 · issuer key iss:871 FOREIGN STOCKNO CHANGE−$5510$9.9K$9.3K950950
position key pos:12433 · issuer key iss:1513 COMMON STOCKNO CHANGE+$3480$8.8K$9.2K4848
position key pos:11478 · issuer key iss:1591 COMMON STOCKNO CHANGE+$1.4K0$7.1K$8.5K3838
position key pos:13174 · issuer key iss:907 COMMON STOCKNO CHANGE+$2020$8.2K$8.4K100100
position key sid:sec:prov:edca92b17408f6ec66bf562ad9cadafa · issuer key cusip6:81369Y EQUITY MUTUAL FNO CHANGE+$2980$7.6K$7.9K4646
position key pos:15612 · issuer key iss:2009 COMMON STOCKNO CHANGE+$2300$7.1K$7.3K120120
position key pos:16953 · issuer key iss:1527 COMMON STOCKNO CHANGE−$6200$7.6K$7.0K330330
position key pos:11873 · issuer key iss:901 COMMON STOCKNO CHANGE−$3.3K0$9.7K$6.4K6262
position key pos:13129 · issuer key iss:1375 COMMON STOCKNO CHANGE−$1180$6.2K$6.1K693693
position key sid:sec:prov:a0867fb6ffdaaaa5da70f28327b1a5e6 · issuer key cusip6:921910 EQUITY MUTUAL FNO CHANGE−$900$5.7K$5.6K7474
position key pos:14252 · issuer key iss:1602 EQUITY MUTUAL FNO CHANGE+$610$5.5K$5.6K9090
position key pos:16053 · issuer key cusip6:78468R EQUITY MUTUAL FNO CHANGE+$920$5.2K$5.3K105105
position key sid:sec:prov:46e4b32742bad743ea1889cbd7affe73 · issuer key cusip6:66510M COMMON STOCKNO CHANGE−$2.3K0$7.5K$5.3K3,0003,000
position key sid:sec:prov:bc3c31fe978eb22879d8603625d5e3d2 · issuer key cusip6:65341B COMMON STOCKNO CHANGE+$1910$4.6K$4.8K466466
position key pos:10145 · issuer key iss:1328 COMMON STOCKNO CHANGE−$9690$5.6K$4.6K570570
position key pos:16392 · issuer key iss:1549 COMMON STOCKNO CHANGE−$4530$4.3K$3.9K1717
position key pos:11166 · issuer key iss:640 COMMON STOCKNO CHANGE−$190$2.5K$2.4K1212
position key pos:18045 · issuer key iss:630 COMMON STOCKNO CHANGE+$1180$1.5K$1.6K2222
position key pos:17949 · issuer key iss:2013 COMMON STOCKNO CHANGE−$2580$1.6K$1.3K1717
position key pos:12595 · issuer key iss:1938 COMMON STOCKNO CHANGE+$1440$926$1.1K44
position key sid:sec:prov:2cf06ac89e78fe7c69baaccedd98a9c7 · issuer key cusip6:556099 COMMON STOCKNO CHANGE+$3750$392$767213213
position key pos:16407 · issuer key iss:801 COMMON STOCKNO CHANGE−$120$291$2791212
position key pos:10619 · issuer key iss:430 COMMON STOCKNO CHANGE−$630$292$2294545
position key pos:13557 · issuer key iss:2184 FOREIGN STOCKNO CHANGE−$120$118$1061010
position key sid:sec:prov:fd7b61c158906c86402255a51c19f819 · issuer key cusip6:766559 COMMON STOCKNO CHANGE−$220$101$7933
position key pos:17306 · issuer key iss:801 COMMON STOCKNO CHANGE−$10$4$311

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 502 issuers · $10.0B disclosed value over 653 rows · 0 undisclosed-value rows
View
This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
Positions LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for the quarter ended 2026-03-31, as that filer reported them
This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filingShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0SharesWt
—ALPHABET INC
2 positions · 5 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for ALPHABET INC, as it reported them
ALPHABET INC · COMMON STOCK CUSIP — $914M2,879,629
ALPHABET INC · COMMON STOCK CUSIP — $56.8M179,906
ALPHABET INC · COMMON STOCK CUSIP — $2.1M6,515
ALPHABET INC · COMMON STOCK CUSIP — $546K1,720
ALPHABET INC · COMMON STOCK CUSIP — $145K457
ticker not yet mapped
$973M3,068,2279.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)MASTERCARD INC
1 position · 4 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for MASTERCARD INC, as it reported them
MASTERCARD INC · COMMON STOCK CUSIP — $685M1,373,270
MASTERCARD INC · COMMON STOCK CUSIP — $2.0M4,068
MASTERCARD INC · COMMON STOCK CUSIP — $790K1,584
MASTERCARD INC · COMMON STOCK CUSIP — $57.8K116
$688M1,379,0386.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)MICROSOFT CORP
1 position · 4 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for MICROSOFT CORP, as it reported them
MICROSOFT CORP · COMMON STOCK CUSIP — $681M1,835,937
MICROSOFT CORP · COMMON STOCK CUSIP — $2.3M6,180
MICROSOFT CORP · COMMON STOCK CUSIP — $167K450
MICROSOFT CORP · COMMON STOCK CUSIP — $56.4K152
$683M1,842,7196.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)AMAZON.COM
1 position · 3 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for AMAZON.COM, as it reported them
AMAZON.COM · COMMON STOCK CUSIP — $534M2,238,417
AMAZON.COM · COMMON STOCK CUSIP — $1.4M6,001
AMAZON.COM · COMMON STOCK CUSIP — $90.6K380
$535M2,244,7985.4%
—STRYKER CORP
1 position · 4 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for STRYKER CORP, as it reported them
STRYKER CORP · COMMON STOCK CUSIP — $388M1,144,893
STRYKER CORP · COMMON STOCK CUSIP — $1.0M3,030
STRYKER CORP · COMMON STOCK CUSIP — $197K580
STRYKER CORP · COMMON STOCK CUSIP — $44.1K130
ticker not yet mapped
$390M1,148,6333.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)APPLE INC
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for APPLE INC, as it reported them
APPLE INC · COMMON STOCK CUSIP — $372M1,427,225
APPLE INC · COMMON STOCK CUSIP — $339K1,300
$372M1,428,5253.7%
—INTUIT
1 position · 4 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for INTUIT, as it reported them
INTUIT · COMMON STOCK CUSIP — $355M1,010,539
INTUIT · COMMON STOCK CUSIP — $956K2,725
INTUIT · COMMON STOCK CUSIP — $190K540
INTUIT · COMMON STOCK CUSIP — $41.1K117
ticker not yet mapped
$356M1,013,9213.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)NVIDIA CORP
1 position · 3 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for NVIDIA CORP, as it reported them
NVIDIA CORP · COMMON STOCK CUSIP — $342M1,811,867
NVIDIA CORP · COMMON STOCK CUSIP — $737K3,906
NVIDIA CORP · COMMON STOCK CUSIP — $199K1,053
$343M1,816,8263.4%
—TJX COMPANIES INC
1 position · 4 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for TJX COMPANIES INC, as it reported them
TJX COMPANIES INC · COMMON STOCK CUSIP — $340M2,104,546
TJX COMPANIES INC · COMMON STOCK CUSIP — $419K2,595
TJX COMPANIES INC · COMMON STOCK CUSIP — $403K2,495
TJX COMPANIES INC · COMMON STOCK CUSIP — $75.1K465
ticker not yet mapped
$341M2,110,1013.4%
—DANAHER CORP SHS BEN INT
1 position · 4 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for DANAHER CORP SHS BEN INT, as it reported them
DANAHER CORP SHS BEN INT · COMMON STOCK CUSIP — $313M1,653,107
DANAHER CORP SHS BEN INT · COMMON STOCK CUSIP — $908K4,790
DANAHER CORP SHS BEN INT · COMMON STOCK CUSIP — $295K1,558
DANAHER CORP SHS BEN INT · COMMON STOCK CUSIP — $39.6K209
ticker not yet mapped
$315M1,659,6643.2%
—THERMO FISHER SCIENTIFIC INC
1 position · 4 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for THERMO FISHER SCIENTIFIC INC, as it reported them
THERMO FISHER SCIENTIFIC INC · COMMON STOCK CUSIP — $263M529,873
THERMO FISHER SCIENTIFIC INC · COMMON STOCK CUSIP — $406K819
THERMO FISHER SCIENTIFIC INC · COMMON STOCK CUSIP — $211K425
THERMO FISHER SCIENTIFIC INC · COMMON STOCK CUSIP — $51.6K104
ticker not yet mapped
$264M531,2212.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)COSTCO WHOLESALE CORP NEW
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for COSTCO WHOLESALE CORP NEW, as it reported them
COSTCO WHOLESALE CORP NEW · COMMON STOCK CUSIP — $237M237,800
COSTCO WHOLESALE CORP NEW · COMMON STOCK CUSIP — $584K585
$238M238,3852.4%
—AMERICAN TOWER CORP
1 position · 3 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for AMERICAN TOWER CORP, as it reported them
AMERICAN TOWER CORP · COMMON STOCK CUSIP — $217M1,212,463
AMERICAN TOWER CORP · COMMON STOCK CUSIP — $692K3,857
AMERICAN TOWER CORP · COMMON STOCK CUSIP — $31.2K174
ticker not yet mapped
$218M1,216,4942.2%
—PARKER-HANNIFIN CORP
1 position · 3 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for PARKER-HANNIFIN CORP, as it reported them
PARKER-HANNIFIN CORP · COMMON STOCK CUSIP — $201M204,431
PARKER-HANNIFIN CORP · COMMON STOCK CUSIP — $394K400
PARKER-HANNIFIN CORP · COMMON STOCK CUSIP — $119K121
ticker not yet mapped
$202M204,9522.0%
—NXP SEMICONDUCTORS
1 position · 3 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for NXP SEMICONDUCTORS, as it reported them
NXP SEMICONDUCTORS · FOREIGN STOCK CUSIP — $197M961,789
NXP SEMICONDUCTORS · FOREIGN STOCK CUSIP — $1.1M5,600
NXP SEMICONDUCTORS · FOREIGN STOCK CUSIP — $40.5K198
ticker not yet mapped
$198M967,5872.0%
—EOG RESOURCES
1 position · 4 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for EOG RESOURCES, as it reported them
EOG RESOURCES · COMMON STOCK CUSIP — $188M1,379,298
EOG RESOURCES · COMMON STOCK CUSIP — $1.1M8,402
EOG RESOURCES · COMMON STOCK CUSIP — $201K1,475
EOG RESOURCES · COMMON STOCK CUSIP — $67.1K493
ticker not yet mapped
$189M1,389,6681.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)VISA INC
1 position · 3 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for VISA INC, as it reported them
VISA INC · COMMON STOCK CUSIP — $181M594,059
VISA INC · COMMON STOCK CUSIP — $233K766
VISA INC · COMMON STOCK CUSIP — $49.0K161
$181M594,9861.8%
—META PLATFORMS INC CL A
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for META PLATFORMS INC CL A, as it reported them
META PLATFORMS INC CL A · COMMON STOCK CUSIP — $167M264,486
META PLATFORMS INC CL A · COMMON STOCK CUSIP — $52.9K84
ticker not yet mapped
$167M264,5701.7%
—ABBOTT LABORATORIES
1 position · 4 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for ABBOTT LABORATORIES, as it reported them
ABBOTT LABORATORIES · COMMON STOCK CUSIP — $161M1,602,858
ABBOTT LABORATORIES · COMMON STOCK CUSIP — $856K8,532
ABBOTT LABORATORIES · COMMON STOCK CUSIP — $215K2,140
ABBOTT LABORATORIES · COMMON STOCK CUSIP — $52.1K519
ticker not yet mapped
$162M1,614,0491.6%
—CANADIAN NATIONAL RAILWAY
1 position · 3 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for CANADIAN NATIONAL RAILWAY, as it reported them
CANADIAN NATIONAL RAILWAY · FOREIGN STOCK CUSIP — $140M1,267,895
CANADIAN NATIONAL RAILWAY · FOREIGN STOCK CUSIP — $282K2,559
CANADIAN NATIONAL RAILWAY · FOREIGN STOCK CUSIP — $172K1,560
ticker not yet mapped
$140M1,272,0141.4%
—FISERV INC
1 position · 4 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for FISERV INC, as it reported them
FISERV INC · COMMON STOCK CUSIP — $139M2,486,586
FISERV INC · COMMON STOCK CUSIP — $354K6,318
FISERV INC · COMMON STOCK CUSIP — $180K3,214
FISERV INC · COMMON STOCK CUSIP — $21.7K387
ticker not yet mapped
$140M2,496,5051.4%
—SERVICENOW INC
1 position · 4 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for SERVICENOW INC, as it reported them
SERVICENOW INC · COMMON STOCK CUSIP — $139M1,676,279
SERVICENOW INC · COMMON STOCK CUSIP — $425K5,125
SERVICENOW INC · COMMON STOCK CUSIP — $203K2,450
SERVICENOW INC · COMMON STOCK CUSIP — $10.4K125
ticker not yet mapped
$140M1,683,9791.4%
—SYNOPSYS INC
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for SYNOPSYS INC, as it reported them
SYNOPSYS INC · COMMON STOCK CUSIP — $127M323,155
SYNOPSYS INC · COMMON STOCK CUSIP — $117K299
ticker not yet mapped
$127M323,4541.3%
—BERKSHIRE HATHAWAY INC
2 positions · 4 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for BERKSHIRE HATHAWAY INC, as it reported them
BERKSHIRE HATHAWAY INC · COMMON STOCK CUSIP — $111M231,198
BERKSHIRE HATHAWAY INC · COMMON STOCK CUSIP — $2.9M4
BERKSHIRE HATHAWAY INC · COMMON STOCK CUSIP — $842K1,755
BERKSHIRE HATHAWAY INC · COMMON STOCK CUSIP — $72.0K150
ticker not yet mapped
$115M233,1071.2%
—AUTOMATIC DATA PROCESSING
1 position · 4 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for AUTOMATIC DATA PROCESSING, as it reported them
AUTOMATIC DATA PROCESSING · COMMON STOCK CUSIP — $114M604,323
AUTOMATIC DATA PROCESSING · COMMON STOCK CUSIP — $181K961
AUTOMATIC DATA PROCESSING · COMMON STOCK CUSIP — $85.3K452
AUTOMATIC DATA PROCESSING · COMMON STOCK CUSIP — $33.8K179
ticker not yet mapped
$114M605,9151.1%
—VEEVA SYSTEMS INC
1 position · 4 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for VEEVA SYSTEMS INC, as it reported them
VEEVA SYSTEMS INC · COMMON STOCK CUSIP — $111M732,612
VEEVA SYSTEMS INC · COMMON STOCK CUSIP — $206K1,362
VEEVA SYSTEMS INC · COMMON STOCK CUSIP — $41.0K271
VEEVA SYSTEMS INC · COMMON STOCK CUSIP — $35.1K232
ticker not yet mapped
$111M734,4771.1%
—CHURCH & DWIGHT CO
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for CHURCH & DWIGHT CO, as it reported them
CHURCH & DWIGHT CO · COMMON STOCK CUSIP — $104M1,094,318
CHURCH & DWIGHT CO · COMMON STOCK CUSIP — $229K2,400
ticker not yet mapped
$105M1,096,7181.0%
—PAYCOM SOFTWARE INC
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for PAYCOM SOFTWARE INC, as it reported them
PAYCOM SOFTWARE INC · COMMON STOCK CUSIP — $87.4M769,305
PAYCOM SOFTWARE INC · COMMON STOCK CUSIP — $38.8K342
ticker not yet mapped
$87.4M769,6470.9%
—QUALCOMM INC
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for QUALCOMM INC, as it reported them
QUALCOMM INC · COMMON STOCK CUSIP — $84.6M660,654
QUALCOMM INC · COMMON STOCK CUSIP — $415K3,239
ticker not yet mapped
$85.0M663,8930.9%
—HOME DEPOT INC · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$82.8M245,5350.8%
—STARBUCKS CORP · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$81.9M847,9460.8%
—ASM LITHOGRAPHY HLDG N V
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for ASM LITHOGRAPHY HLDG N V, as it reported them
ASM LITHOGRAPHY HLDG N V · FOREIGN STOCK CUSIP — $80.3M54,288
ASM LITHOGRAPHY HLDG N V · FOREIGN STOCK CUSIP — $59.1K40
ticker not yet mapped
$80.3M54,3280.8%
—LOWES COMPANIES
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for LOWES COMPANIES, as it reported them
LOWES COMPANIES · COMMON STOCK CUSIP — $76.2M312,150
LOWES COMPANIES · COMMON STOCK CUSIP — $182K747
ticker not yet mapped
$76.4M312,8970.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)PHILIP MORRIS INTERNATIONAL
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for PHILIP MORRIS INTERNATIONAL, as it reported them
PHILIP MORRIS INTERNATIONAL · COMMON STOCK CUSIP — $76.0M473,463
PHILIP MORRIS INTERNATIONAL · COMMON STOCK CUSIP — $100K625
$76.1M474,0880.8%
—ANALOG DEVICES CORP
1 position · 3 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for ANALOG DEVICES CORP, as it reported them
ANALOG DEVICES CORP · COMMON STOCK CUSIP — $70.0M199,948
ANALOG DEVICES CORP · COMMON STOCK CUSIP — $496K1,418
ANALOG DEVICES CORP · COMMON STOCK CUSIP — $86.5K247
ticker not yet mapped
$70.6M201,6130.7%
—IDEXX LABS
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for IDEXX LABS, as it reported them
IDEXX LABS · COMMON STOCK CUSIP — $68.5M121,708
IDEXX LABS · COMMON STOCK CUSIP — $336K596
ticker not yet mapped
$68.9M122,3040.7%
—O'REILLY AUTOMOTIVE INC
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for O'REILLY AUTOMOTIVE INC, as it reported them
O'REILLY AUTOMOTIVE INC · COMMON STOCK CUSIP — $67.3M723,610
O'REILLY AUTOMOTIVE INC · COMMON STOCK CUSIP — $92.1K990
ticker not yet mapped
$67.4M724,6000.7%
—ADOBE SYSTEMS INC
1 position · 3 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for ADOBE SYSTEMS INC, as it reported them
ADOBE SYSTEMS INC · COMMON STOCK CUSIP — $61.4M272,597
ADOBE SYSTEMS INC · COMMON STOCK CUSIP — $45.1K200
ADOBE SYSTEMS INC · COMMON STOCK CUSIP — $34.0K151
ticker not yet mapped
$61.5M272,9480.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)JOHNSON & JOHNSON
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for JOHNSON & JOHNSON, as it reported them
JOHNSON & JOHNSON · COMMON STOCK CUSIP — $61.1M256,030
JOHNSON & JOHNSON · COMMON STOCK CUSIP — $55.1K231
$61.1M256,2610.6%
—PROCTER & GAMBLE CO · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$60.2M414,4540.6%
—WEX INC
1 position · 3 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for WEX INC, as it reported them
WEX INC · COMMON STOCK CUSIP — $59.3M371,973
WEX INC · COMMON STOCK CUSIP — $462K2,900
WEX INC · COMMON STOCK CUSIP — $37.8K237
ticker not yet mapped
$59.8M375,1100.6%
—UNION PACIFIC
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for UNION PACIFIC, as it reported them
UNION PACIFIC · COMMON STOCK CUSIP — $56.6M226,136
UNION PACIFIC · COMMON STOCK CUSIP — $49.9K199
ticker not yet mapped
$56.7M226,3350.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)EXXON MOBIL CORP · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
$56.5M370,6340.6%
—REGENERON PHAR
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for REGENERON PHAR, as it reported them
REGENERON PHAR · COMMON STOCK CUSIP — $54.2M72,330
REGENERON PHAR · COMMON STOCK CUSIP — $74.9K100
ticker not yet mapped
$54.2M72,4300.5%
—CARLISLE COS INC · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$46.2M132,3450.5%
—MERCK & CO INC · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$40.9M337,0290.4%
—DICKS SPORTING GOODS INC · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$38.8M182,8240.4%
—VERALTO CORPORATION
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for VERALTO CORPORATION, as it reported them
VERALTO CORPORATION · COMMON STOCK CUSIP — $38.7M432,421
VERALTO CORPORATION · COMMON STOCK CUSIP — $34.4K384
ticker not yet mapped
$38.7M432,8050.4%
—BROADRIDGE FINANCIAL SOLUTIONS
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for BROADRIDGE FINANCIAL SOLUTIONS, as it reported them
BROADRIDGE FINANCIAL SOLUTIONS · COMMON STOCK CUSIP — $37.9M251,121
BROADRIDGE FINANCIAL SOLUTIONS · COMMON STOCK CUSIP — $256K1,697
ticker not yet mapped
$38.2M252,8180.4%
—LILLY (ELI) & CO
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for LILLY (ELI) & CO, as it reported them
LILLY (ELI) & CO · COMMON STOCK CUSIP — $36.6M38,908
LILLY (ELI) & CO · COMMON STOCK CUSIP — $263K280
ticker not yet mapped
$36.8M39,1880.4%
—MCDONALDS CORP
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for MCDONALDS CORP, as it reported them
MCDONALDS CORP · COMMON STOCK CUSIP — $32.1M105,081
MCDONALDS CORP · COMMON STOCK CUSIP — $300K980
ticker not yet mapped
$32.4M106,0610.3%
—NIKE INC CLASS B · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$30.6M718,8190.3%
—ROSS STORES INC · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$28.9M130,7600.3%
—PEPSICO INC · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$26.5M168,5360.3%
—ROPER INDUSTRIES INC · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$23.4M68,2230.2%
—CABOT CORP · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$21.3M286,0440.2%
—SALESFORCE.COM
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for SALESFORCE.COM, as it reported them
SALESFORCE.COM · COMMON STOCK CUSIP — $21.1M128,126
SALESFORCE.COM · COMMON STOCK CUSIP — $118K715
ticker not yet mapped
$21.3M128,8410.2%
—TRADE DESK INC
1 position · 3 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for TRADE DESK INC, as it reported them
TRADE DESK INC · COMMON STOCK CUSIP — $18.3M912,096
TRADE DESK INC · COMMON STOCK CUSIP — $177K8,827
TRADE DESK INC · COMMON STOCK CUSIP — $6.8K337
ticker not yet mapped
$18.5M921,2600.2%
—AMGEN INC · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$17.7M50,5360.2%
—MSCI INC · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$16.6M30,9650.2%
—ECOLAB INC
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for ECOLAB INC, as it reported them
ECOLAB INC · COMMON STOCK CUSIP — $16.5M60,328
ECOLAB INC · COMMON STOCK CUSIP — $6.6K24
ticker not yet mapped
$16.5M60,3520.2%
—ACCENTURE PLC · FOREIGN STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$16.4M91,1490.2%
—ISHARES
21 positions · 21 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for ISHARES, as it reported them
ISHARES · EQUITY MUTUAL F CUSIP — $2.2M4,858
ISHARES · EQUITY MUTUAL F CUSIP — $2.0M6,088
ISHARES · EQUITY MUTUAL F CUSIP — $2.0M2,955
ISHARES · EQUITY MUTUAL F CUSIP — $1.6M7,245
ISHARES · EQUITY MUTUAL F CUSIP — $1.1M5,603
ISHARES · EQUITY MUTUAL F CUSIP — $1.1M8,880
ISHARES · EQUITY MUTUAL F CUSIP — $888K3,398
ISHARES · EQUITY MUTUAL F CUSIP — $690K6,749
ISHARES · EQUITY MUTUAL F CUSIP — $607K4,666
ISHARES · EQUITY MUTUAL F CUSIP — $535K5,083
ISHARES · EQUITY MUTUAL F CUSIP — $386K1,792
ISHARES · EQUITY MUTUAL F CUSIP — $348K4,935
ISHARES · EQUITY MUTUAL F CUSIP — $342K2,259
ISHARES · EQUITY MUTUAL F CUSIP — $275K710
ISHARES · EQUITY MUTUAL F CUSIP — $257K1,729
ISHARES · EQUITY MUTUAL F CUSIP — $227K1,650
ISHARES · EQUITY MUTUAL F CUSIP — $205K1,340
ISHARES · EQUITY MUTUAL F CUSIP — $159K1,579
ISHARES · EQUITY MUTUAL F CUSIP — $146K1,122
ISHARES · EQUITY MUTUAL F CUSIP — $56.7K937
ISHARES · EQUITY MUTUAL F CUSIP — $25.4K150
ticker not yet mapped
$15.1M73,7280.2%
—RTX CORP
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for RTX CORP, as it reported them
RTX CORP · COMMON STOCK CUSIP — $13.9M68,760
RTX CORP · COMMON STOCK CUSIP — $262K1,300
ticker not yet mapped
$14.1M70,0600.1%
—JP MORGAN CHASE & CO · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$14.1M45,5540.1%
—ALIGN TECHNOLOGY INC
1 position · 2 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for ALIGN TECHNOLOGY INC, as it reported them
ALIGN TECHNOLOGY INC · COMMON STOCK CUSIP — $13.3M76,750
ALIGN TECHNOLOGY INC · COMMON STOCK CUSIP — $13.9K80
ticker not yet mapped
$13.3M76,8300.1%
—ABBVIE INC · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$13.1M63,0410.1%
—ARISTA NETWORKS INC · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$12.9M87,4270.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CHEVRON CORP · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
$12.8M67,9090.1%
—WATSCO INC · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$12.0M29,4160.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)BROADCOM INC · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
$11.3M30,5290.1%
—VANGUARD
6 positions · 6 reported rows
Rows LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported for VANGUARD, as it reported them
VANGUARD · EQUITY MUTUAL F CUSIP — $6.1M18,271
VANGUARD · EQUITY MUTUAL F CUSIP 922908363 $2.7M4,247
VANGUARD · EQUITY MUTUAL F CUSIP — $925K2,006
VANGUARD · EQUITY MUTUAL F CUSIP — $655K3,253
VANGUARD · EQUITY MUTUAL F CUSIP — $333K1,224
VANGUARD · EQUITY MUTUAL F CUSIP — $294K990
ticker not yet mapped
$11.0M29,9910.1%
—SPDR GOLD TRUST · EQUITY MUTUAL F CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$10.7M24,4170.1%
—ILLINOIS TOOL WORKS · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$9.7M35,9450.1%
—HDFC BANK LTD-ADR · FOREIGN STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$9.6M358,3970.1%
—WAL-MART STORES INC · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$8.8M69,4220.1%
—ROCKWELL AUTOMATION · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$8.5M21,4100.1%
—SPDR · EQUITY MUTUAL F CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$8.1M11,9610.1%
—COCA-COLA CO · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$7.9M101,3710.1%
—DEERE & CO · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$7.0M11,5130.1%
—COLGATE PALMOLIVE CO · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$6.9M81,4690.1%
—TIMKEN CO · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$6.5M60,5210.1%
—CONOCOPHILLIPS INC · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$6.2M50,3580.1%
—AIR PRODUCTS & CHEMICALS INC · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$6.1M20,3750.1%
—NEXTERA ENERGY INC · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$5.2M54,9770.1%
—CINTAS CORP · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$5.0M28,3740.0%
—CUMMINS INC · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$4.6M7,5170.0%
—NORFOLK SOUTHERN CORP · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$4.4M14,8650.0%
—GE AEROSPACE · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$4.4M14,2710.0%
—HONEYWELL INTL INC COM · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$4.3M18,1000.0%
—CHUBB LTD · FOREIGN STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$4.1M12,5520.0%
—CISCO SYSTEMS · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$4.0M48,7330.0%
—NOVO-NORDISK A/S ADR · FOREIGN STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$4.0M105,5540.0%
—NETFLIX INC · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$3.8M36,9850.0%
—WALT DISNEY PRODUCTIONS · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$3.8M37,9890.0%
—STATE STREET CORP · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$3.8M26,9180.0%
—S&P GLOBAL INC · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$3.8M9,0280.0%
—INVESCO · EQUITY MUTUAL F CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$3.7M6,0970.0%
—MORGAN STANLEY · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$3.6M20,5340.0%
—CORNING INC · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-13 +13d
ticker not yet mapped
$3.3M18,9980.0%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

1–100 of 502 issuers · page 1 of 6
One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median
Top-25 concentration
75.5%below median 80.0%
Concentration index
343 bpsbelow median 446 bps
Positions with value
653 / 653median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 75.5% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 343 · QoQ moves: 578

Filing history

AVAILABLE QUARTERS
Available filing periods
PeriodSource
2026-03-31EDGAR ↗
2026-06-30EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's 13F filings on SEC EDGAR ↗
Notes on this data

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).