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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 8 of 29  ·  565 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CAT CATERPILLAR INC Industrials 1,467.0 $1.6M 0.01% NEW $1064.90 -23.4%
142 JKHY JACK HENRY & ASSOCIATES INC Technology 11,324.0 $1.6M 0.01% NEW $137.74 +19.8%
143 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 30,220.0 $1.6M 0.01% NEW $51.60 +7.5%
144 BX THE BLACKSTONE GROUP INC Financial Services 13,141.0 $1.5M 0.01% NEW $117.67 +20.1%
145 KKR KKR & CO Financial Services 15,693.0 $1.4M 0.01% NEW $91.78 +16.6%
146 IWD ISHARES 5,895.0 $1.4M 0.01% NEW $242.43 +5.7%
147 MELI MERCADOLIBRE INC Consumer Cyclical 826.0 $1.4M 0.01% NEW $1697.39 +13.2%
148 MO ALTRIA GROUP INC Consumer Defensive 19,403.0 $1.4M 0.01% NEW $71.95 -7.0%
149 BLK BLACKROCK INC Financial Services 1,434.0 $1.4M 0.01% NEW $961.56 +18.5%
150 PFE PFIZER Healthcare 56,816.0 $1.4M 0.01% NEW $24.08 +15.4%
151 Q QNITY ELECTRONICS INC Technology 8,223.0 $1.3M 0.01% NEW $163.31 -18.2%
152 PANW PALO ALTO NETWORKS INC Technology 3,931.0 $1.3M 0.01% NEW $341.02 +2.5%
153 BIIB BIOGEN IDEC INC Healthcare 6,193.0 $1.3M 0.01% NEW $216.06 -0.8%
154 LIND LINDBLAD EXPEDITIONS HOLDINGS Consumer Cyclical 46,593.0 $1.3M 0.01% NEW $28.24 +10.9%
155 HSY THE HERSHEY COMPANY Consumer Defensive 7,428.0 $1.3M 0.01% NEW $175.45 +7.3%
156 AMAT APPLIED MATERIALS INC Technology 1,762.0 $1.3M 0.01% NEW $723.00 -31.4%
157 APH AMPHENOL CORP Technology 7,225.0 $1.3M 0.01% NEW $176.32 -13.2%
158 SHEL ROYAL DUTCH SHELL PLC Energy 16,059.0 $1.2M 0.01% NEW $77.54 +20.8%
159 AER AERCAP HOLDINGS NV Industrials 8,440.0 $1.2M 0.01% NEW $145.78 +0.7%
160 KLAC KLA CORPORATION Technology 4,010.0 $1.2M 0.01% NEW $301.71 -38.4%
Page 8 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%