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Portfolio (Quarterly) Guide ↗

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

· CIK 0000932974
13F Portfolio $10.3B AUM 660 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 565 New
Page 5 of 29  ·  565 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CL COLGATE PALMOLIVE CO Consumer Defensive 83,344.0 $7.6M 0.07% NEW $91.68 -0.9%
82 TKR TIMKEN CO Industrials 52,410.0 $7.6M 0.07% NEW $145.32 -13.5%
83 GLD SPDR GOLD TRUST Financial Services 20,363.0 $7.5M 0.07% NEW $368.38 +12.3%
84 DE DEERE & CO Industrials 11,512.0 $7.3M 0.07% NEW $634.33 -8.5%
85 CSCO CISCO SYSTEMS Technology 55,832.0 $6.6M 0.06% NEW $117.46 -5.9%
86 GE GE AEROSPACE Industrials 17,331.0 $6.5M 0.06% NEW $373.73 -4.7%
87 VTI VANGUARD 17,363.0 $6.4M 0.06% NEW $370.04 +2.7%
88 APD AIR PRODUCTS & CHEMICALS INC Basic Materials 20,375.0 $6.0M 0.06% NEW $293.18 +3.4%
89 CMI CUMMINS INC Industrials 7,517.0 $5.4M 0.05% NEW $713.21 -14.7%
90 INTC INTEL CORP Technology 37,907.0 $5.3M 0.05% NEW $139.63 -33.5%
91 COP CONOCOPHILLIPS INC Energy 50,758.0 $5.3M 0.05% NEW $103.96 +25.6%
92 GLW CORNING INC Technology 19,788.0 $5.1M 0.05% NEW $255.43 -40.3%
93 NEE NEXTERA ENERGY INC Utilities 56,562.0 $5.0M 0.05% NEW $87.77 -2.1%
94 CTAS CINTAS CORP Industrials 27,802.0 $4.7M 0.05% NEW $170.08 +19.4%
95 STT STATE STREET CORP Financial Services 26,533.0 $4.5M 0.04% NEW $169.60 +9.6%
96 QQQ INVESCO Financial Services 6,097.0 $4.5M 0.04% NEW $736.40 -2.8%
97 CB CHUBB LTD Financial Services 12,480.0 $4.3M 0.04% NEW $340.74 +0.1%
98 MS MORGAN STANLEY Financial Services 20,049.0 $4.2M 0.04% NEW $209.04 +2.5%
99 IBM INTL BUSINESS MACHINES CORP Technology 13,946.0 $3.9M 0.04% NEW $281.21 -15.7%
100 SPGI S&P GLOBAL INC Financial Services 9,028.0 $3.7M 0.04% NEW $407.26 +4.8%
Page 5 of 29  ·  565 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.0%
Healthcare 15.7%
Consumer Cyclical 12.8%
Communication Services 12.2%
Financial Services 10.2%
Industrials 7.6%
Consumer Defensive 5.2%
Energy 2.6%
Real Estate 1.9%
Basic Materials 0.7%