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Loring Wolcott & Coolidge Fiduciary Advisors LLP/MA

All holdings · as of Dec 31, 2025

534 positions

CompanyClassValueShares% of portfolio
WATTS WATER TECHNOLOGIES, INC.—$456.3K1,5330.0%
Allegion plc—$440.6K2,6400.0%
CARRIER GLOBAL Corp—$437.1K7,6590.0%
Cigna Group—$423.0K1,5660.0%
PROGRESSIVE CORP/OH—$416.4K2,0010.0%
BP PLC SPONSORED ADR—$414.6K11,0200.0%
FRANKLIN FTSE INDIA ETF—$411.7K11,1400.0%
Williams Cos Inc/The—$408.9K6,2450.0%
Atlassian Corporation—$406.7K3,0380.0%
VANGUARD—$390.3K1,4240.0%
ISHARES—$388.4K1,7920.0%
Ingredion Inc—$386.1K3,3000.0%
Select Medical Holdings Corp—$383.0K25,6200.0%
Peabody Energy Corp—$369.3K10,2320.0%
CANADIAN NATURAL RESOURCES LTD—$366.7K10,0000.0%
WELLS FARGO & COMPANY/MN—$358.2K4,0380.0%
United Parcel Service Inc—$358.0K3,3400.0%
DOW INC.—$357.9K12,8680.0%
MARSH & MCLENNAN COMPANIES, INC.—$346.5K1,9340.0%
ANTERO RESOURCES Corp—$343.8K10,0000.0%
ISHARES—$343.5K4,9350.0%
ISHARES—$334.6K2,2590.0%
WASTE MANAGEMENT INC—$330.4K1,4280.0%
Autodesk, Inc.—$327.1K1,2200.0%
Yum! Brands Inc—$326.3K2,1190.0%
ISHARES—$317.4K2,4020.0%
Penumbra Inc—$316.3K8800.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$298.1K8810.0%
VANGUARD—$297.2K9900.0%
BROOKFIELD ASSET MANAGEMENT LTD—$296.2K5,7300.0%
VANGUARD—$293.8K2,4070.0%
Otis Worldwide Corp—$291.0K3,2140.0%
Insulet Corp—$282.7K1,0670.0%
KIMBERLY CLARK CORP—$281.7K2,7990.0%
ISHARES—$281.0K7100.0%
Lamar Advertising Co—$278.8K2,1750.0%
TARGET CORP—$278.6K2,6760.0%
LAM RESEARCH CORP—$267.1K1,1200.0%
SUNCOR ENERGY INC NEW—$260.1K5,0000.0%
Atlantic Union Bankshares Corp—$254.5K6,4730.0%
JACOBS SOLUTIONS INC.—$252.3K1,8450.0%
M&T BANK CORP—$251.2K1,1550.0%
MADRIGAL PHARMACEUTICALS, INC.—$250.2K5000.0%
Marvell Technology, Inc.—$248.4K2,9950.0%
Magnolia Oil & Gas Corp—$247.0K10,0000.0%
AMERICAN ELECTRIC POWER CO INC—$246.6K2,0650.0%
Consolidated Edison Inc—$242.3K2,3000.0%
FORD MOTOR CO—$236.2K16,9550.0%
OCCIDENTAL PETROLEUM CORP /DE—$236.1K5,3000.0%
AUTOZONE INC—$235.6K620.0%
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