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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 12 of 29  ·  565 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FTV FORTIVE CORP Technology 9,870.0 $603K 0.01% NEW $61.09 -3.6%
222 IEFA ISHARES 6,188.0 $598K 0.01% NEW $96.58 +4.0%
223 COKE COCA COLA BOTTLING Consumer Defensive 3,120.0 $596K 0.01% NEW $190.92 -2.4%
224 IBB ISHARES 3,100.0 $590K 0.01% NEW $190.19 +12.2%
225 DBJP XTRACKERS 5,105.0 $586K 0.01% NEW $114.79 -0.9%
226 SHW SHERWIN WILLIAMS CO Basic Materials 1,682.0 $579K 0.01% NEW $344.32 +2.7%
227 OMC OMNICOM GROUP INC Communication Services 7,860.0 $572K 0.01% NEW $72.83 +19.9%
228 PSX PHILLIPS 66 Energy 3,372.0 $570K 0.01% NEW $169.05 +43.3%
229 IAU ISHARES Financial Services 7,500.0 $566K 0.01% NEW $75.51 +12.4%
230 SWK STANLEY BLACK & DECKER INC Industrials 6,000.0 $565K 0.01% NEW $94.12 +6.0%
231 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,334.0 $522K 0.01% NEW $391.45 -5.0%
232 CCJ CAMECO CORP Energy 5,000.0 $509K 0.01% NEW $101.86 -3.8%
233 CARR CARRIER GLOBAL CORP Industrials 6,889.0 $505K 0.01% NEW $73.35 -16.6%
234 ORCL ORACLE CORP COM Technology 3,347.0 $491K 0.01% NEW $146.55 -1.9%
235 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,457.0 $487K 0.01% NEW $57.62 +16.7%
236 WELL WELLTOWER INC Real Estate 2,132.0 $484K 0.01% NEW $226.97 +3.9%
237 PYPL PAYPAL HOLDINGS INC Financial Services 11,074.0 $478K 0.01% NEW $43.18 +41.5%
238 HCA HCA HEALTHCARE INC Healthcare 1,205.0 $470K 0.01% NEW $389.89 +3.5%
239 WMB WILLIAMS COMPANIES Energy 6,245.0 $464K 0.01% NEW $74.34 -1.2%
240 GIS GENERAL MILLS INC Consumer Defensive 13,338.0 $464K 0.01% NEW $34.80 +14.9%
Page 12 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%