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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 7 of 29  ·  565 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HONEYWELL INTL INC COM 10,280.0 $2.3M 0.02% NEW $223.90
122 AAEQ ALPHA ARCHITECT 43,122.0 $2.3M 0.02% NEW $53.19 +3.1%
123 HONEYWELL AEROSPACE INC 10,280.0 $2.3M 0.02% NEW $221.08
124 TSM TAIWAN SEMICONDUCTER ADR Technology 4,645.0 $2.2M 0.02% NEW $477.57 -13.7%
125 TDG TRANSDIGM GROUP INC COM Industrials 1,640.0 $2.2M 0.02% NEW $1332.04 -8.2%
126 IWF ISHARES 16,747.0 $2.1M 0.02% NEW $124.17 -1.2%
127 LMT LOCKHEED MARTIN CORP Industrials 3,923.0 $2.0M 0.02% NEW $509.46 +15.6%
128 TXN TEXAS INSTRUMENTS INC Technology 6,536.0 $1.9M 0.02% NEW $298.07 -10.3%
129 SNOW SNOWFLAKE INC CL A Technology 7,612.0 $1.9M 0.02% NEW $254.50 +27.7%
130 AXP AMERICAN EXPRESS CO Financial Services 5,635.0 $1.9M 0.02% NEW $338.25 +0.5%
131 NVS NOVARTIS AG ADR Healthcare 11,917.0 $1.9M 0.02% NEW $156.72 +2.3%
132 LIN LINDE PLC Basic Materials 3,502.0 $1.8M 0.02% NEW $518.94 -7.3%
133 SYY SYSCO CORP Consumer Defensive 20,829.0 $1.7M 0.02% NEW $83.58 -1.3%
134 NVO NOVO-NORDISK A/S ADR Healthcare 36,192.0 $1.7M 0.02% NEW $47.94 -3.0%
135 VRTX VERTEX PHARMACEUTICALS Healthcare 3,317.0 $1.6M 0.02% NEW $496.73 +11.1%
136 OZK BANK OZK Financial Services 30,930.0 $1.6M 0.02% NEW $52.09 -5.0%
137 EMR EMERSON ELECTRIC CO Industrials 11,096.0 $1.6M 0.01% NEW $143.15 +10.1%
138 C CITIGROUP INC Financial Services 11,234.0 $1.6M 0.01% NEW $139.96 -5.1%
139 GD GENERAL DYNAMICS CORP Industrials 4,421.0 $1.6M 0.01% NEW $354.24 +10.8%
140 VUSB VANGUARD 31,460.0 $1.6M 0.01% NEW $49.78 -0.1%
Page 7 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%