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Loring Wolcott & Coolidge Fiduciary Advisors LLP/MA

All holdings · as of Dec 31, 2025

534 positions

CompanyClassValueShares% of portfolio
CAPITAL ONE FINANCIAL CORP—$3.46M15,9330.0%
STATE STREET CORPORATION—$3.44M26,9180.0%
VANGUARD—$3.25M14,4900.0%
Jack Henry & Associates Inc—$3.16M17,6390.0%
Netflix Inc—$3.03M35,3700.0%
UNILEVER PLC SPONSORED ADR—$3.02M44,7690.0%
Zoetis Inc.—$2.99M23,9480.0%
PAYCHEX INC—$2.96M28,1680.0%
BERKSHIRE HATHAWAY INC—$2.85M40.0%
Booking Holdings Inc—$2.79M5420.0%
FactSet Research Systems Inc—$2.78M10,3470.0%
ISHARES—$2.73M5,7580.0%
VANGUARD—$2.67M4,1670.0%
SPDR—$2.60M4,0930.0%
Edwards Lifesciences Corp—$2.49M29,7370.0%
Tesla Inc—$2.48M5,7520.0%
HA Sustainable Infrastructure Capital, Inc.—$2.46M71,6210.0%
GILDAN ACTIVEWEAR INC—$2.43M36,2200.0%
Valmont Industries Inc—$2.20M4,9300.0%
CORNING INC /NY—$2.15M19,6120.0%
ALPHA ARCHITECT—$2.15M43,1220.0%
ISHARES—$2.11M6,0880.0%
ISHARES—$2.08M2,9750.0%
INTEL CORP—$2.06M46,9280.0%
TransDigm Group Inc.—$2.03M1,4240.0%
MercadoLibre, Inc.—$1.96M8560.0%
AMERICAN EXPRESS CO—$1.94M5,3920.0%
VERTEX PHARMACEUTICALS INC / MA—$1.89M3,9780.0%
Blackstone Inc—$1.85M12,4570.0%
Airbnb, Inc.—$1.81M13,7070.0%
HERSHEY CO—$1.81M9,4260.0%
KKR & Co. Inc.—$1.79M15,4530.0%
ISHARES—$1.74M7,9200.0%
SYSCO CORP—$1.73M20,6310.0%
SHOPIFY INC—$1.70M12,3700.0%
PFIZER INC—$1.70M64,1020.0%
PayPal Holdings, Inc.—$1.68M30,2470.0%
GE Vernova Inc.—$1.68M2,4200.0%
Snowflake Inc.—$1.57M7,4000.0%
VANGUARD—$1.57M31,4600.0%
GENERAC HOLDINGS INC.—$1.50M8,8250.0%
ADVANCED MICRO DEVICES INC—$1.44M5,7110.0%
CATERPILLAR INC—$1.40M2,1900.0%
LINDE PLC—$1.36M3,0080.0%
EMERSON ELECTRIC CO—$1.28M8,6710.0%
Fidelity National Financial Inc—$1.24M22,7520.0%
AerCap Holdings N.V.—$1.21M8,4400.0%
ROYAL DUTCH SHELL PLC—$1.20M15,9170.0%
AMPHENOL CORP /DE—$1.17M7,0100.0%
BALL Corp—$1.13M19,8540.0%
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