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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 14 of 29  ·  565 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VB VANGUARD 1,205.0 $365K 0.00% NEW $303.12 +0.2%
262 EXPAND ENERGY 4,000.0 $365K 0.00% NEW $91.19
263 VAL VALARIS LTD Energy 5,000.0 $363K 0.00% NEW $72.60 +22.8%
264 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,299.0 $362K 0.00% NEW $109.77 -0.3%
265 JAAA JANUS HENDERSON 7,100.0 $358K 0.00% NEW $50.49 +0.3%
266 AR ANTERO RESOURCES CORP Energy 10,000.0 $351K 0.00% NEW $35.14 +8.0%
267 TGT TARGET CORP Consumer Defensive 2,676.0 $350K 0.00% NEW $130.61 +22.1%
268 J JACOBS SOLUTIONS INC Industrials 2,745.0 $346K 0.00% NEW $126.00 +17.7%
269 DSI ISHARES 2,402.0 $342K 0.00% NEW $142.39 +2.5%
270 YUM YUM! BRANDS Consumer Cyclical 2,139.0 $342K 0.00% NEW $159.86 -8.3%
271 BK BANK OF NEW YORK MELLON CORP Financial Services 2,359.0 $341K 0.00% NEW $144.61 -1.9%
272 LAMR LAMAR ADVERTISING CO Real Estate 2,175.0 $339K 0.00% NEW $155.98 -2.8%
273 CMG CHIPOTLE MEXICAN GRILL Consumer Cyclical 9,880.0 $336K 0.00% NEW $34.00 +2.9%
274 TYL TYLER TECHNOLOGIES INC Technology 1,120.0 $328K 0.00% NEW $292.46 +19.7%
275 UPS UNITED PARCEL SERVICE Industrials 3,014.0 $324K 0.00% NEW $107.50 -4.2%
276 CWEN CLEARYWAY ENERGY INC Utilities 9,475.0 $324K 0.00% NEW $34.18 -3.8%
277 DOW DOW INC Basic Materials 11,778.0 $322K 0.00% NEW $27.36 +20.7%
278 ARGT GLOBAL X MSCI ARGENTINA ETF 3,525.0 $322K 0.00% NEW $91.30 +1.6%
279 VO VANGUARD 3,960.0 $319K 0.00% NEW $80.57 +2.9%
280 BDX BECTON DICKINSON Healthcare 2,040.0 $309K 0.00% NEW $151.33 +25.5%
Page 14 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%