Titelia

Holdings of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

507 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 51.4 % of the equity sleeve

Sector breakdown

  • Technology 26.6 %
  • Health care 15.5 %
  • Consumer discretionary 13.4 %
  • Financials 12.4 %
  • Communication 12.0 %
  • Consumer staples 5.6 %
  • Industrials 4.9 %
  • Energy 2.7 %
  • Real estate 2.3 %
  • Materials 0.3 %
  • Funds 0.1 %
  • Utilities 0.1 %
  • Unattributed 4.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.0 %
  • NL 0.8 %
  • IN 0.1 %
  • DK 0.0 %
  • GB 0.0 %
  • TW 0.0 %
  • KY 0.0 %
  • DE 0.0 %
  • BM 0.0 %
  • FI 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US4929.5B $98.99 %
2NL180.3M $0.84 %
3IN19.6M $0.10 %
4DK14M $0.04 %
5GB72.2M $0.02 %
6TW1408K $0.00 %
7KY178.9K $0.00 %
8DE118.1K $0.00 %
9BM112.7K $0.00 %
10FI19.5K $0.00 %

Positions

RankCompanySharesValueWeight
101Berkshire Hathaway Inc 42.9M $
102Intel Corp 44,3662.8M $
103Capital One Financial Corp 14,0502.7M $
104Vanguard S&P 500 ETF 4,2472.7M $
105State Street SPDR S&P MidCap 400 ETF Trust 4,0932.6M $
106Bank of America Corp 47,7022.5M $
107Unilever PLC 42,6912.5M $
108Booking Holdings Inc 14,1002.4M $
109Lockheed Martin Corp 3,9232.4M $
110Paychex Inc 28,0952.4M $
111GE Vernova Inc 2,4202.4M $
112Edwards Lifesciences Corp 29,7372.3M $
113iShares Russell 1000 Growth ETF 4,8582.2M $
114Valmont Industries Inc 4,9302.1M $
115FactSet Research Systems Inc 9,7502.1M $
116iShares Russell 2000 Growth ETF 6,0882M $
117iShares Core S&P 500 ETF 2,9552M $
118Tesla Inc 5,7422M $
119Jack Henry & Associates Inc 12,8991.9M $
120Zoetis Inc 15,2661.8M $
121Generac Holdings Inc 8,6551.8M $
122American Express Co 5,6001.8M $
123TransDigm Group Inc 1,4201.7M $
124Vertex Pharmaceuticals Inc 3,8571.7M $
125Pfizer Inc 61,2111.6M $
126Hershey Co/The 8,0391.6M $
127Airbnb Inc 12,5271.6M $
128iShares Trust 7,2451.6M $
129Vanguard Ultra Short Bond ETF 31,4601.6M $
130Bank OZK 30,9301.5M $
131Shell PLC 16,0591.5M $
132MercadoLibre Inc 8261.5M $
133Blackstone Inc 12,4571.4M $
134Sysco Corp 19,5041.4M $
135Caterpillar Inc 1,7851.4M $
136KKR & Co Inc 15,4531.4M $
137Advanced Micro Devices Inc 5,6111.4M $
138Texas Instruments Inc 5,8711.3M $
139Emerson Electric Co. 8,6711.2M $
140Verizon Communications Inc 26,2281.2M $
141Vanguard FTSE Developed Markets ETF 17,4961.2M $
142McKesson Corp 1,3191.1M $
143iShares Russell 2000 Value ETF 5,6031.1M $
144iShares Trust 14,3591.1M $
145Qnity Electronics Inc 8,4031.1M $
146Fidelity National Financial Inc 22,7521.1M $
147Fastenal Co 21,9301.1M $
148Novartis AG 6,9981.1M $
149iShares Trust 8,8801.1M $
150Biogen Inc 6,1931.1M $
151American Water Works Co Inc 7,7461.1M $
152Simon Property Group Inc 5,2791.1M $
153PayPal Holdings Inc 23,4021.1M $
154Woodward Inc 2,6601M $
155Gilead Sciences Inc 7,4171M $
156Xylem Inc/NY 7,9001M $
157AMETEK Inc 4,216990.4K $
158Mettler-Toledo International Inc 732969.9K $
159Charles Schwab Corp/The 10,220968.9K $
160Amphenol Corp 6,830961.3K $
161Ball Corp 15,115941.5K $
162Vanguard Growth ETF 2,006925K $
163XPO Inc 4,320919K $
164Vanguard FTSE All-World ex-US ETF 11,513911.9K $
165Snowflake Inc 7,400896.2K $
166Lindblad Expeditions Holdings Inc 46,593891.3K $
167iShares Russell 2000 ETF 3,398887.9K $
168Labcorp Holdings Inc 3,370879.3K $
169Corteva Inc 10,314864.6K $
170DuPont de Nemours Inc 18,171858.6K $
171Citigroup Inc 6,884856.3K $
172Donaldson Co Inc 9,533845.1K $
173Crown Castle Inc 9,790844.8K $
174Mondelez International Inc 14,191837.3K $
175McCormick & Co Inc/MD 15,583837K $
176Sunbelt Rentals Holdings Inc 11,960815.2K $
177Omnicom Group Inc 10,860812K $
178Dover Corp 3,725808.8K $
179Moody's Corp 1,891808.2K $
180Diamondback Energy Inc 4,150781.1K $
181Warner Music Group Corp 25,900738.2K $
182PPG Industries Inc 6,650733.7K $
183Hasbro Inc 7,800715.5K $
184Altria Group, Inc. 10,458704.7K $
185WP Carey Inc 9,756698.7K $
186KLA Corp 401696.6K $
187iShares MSCI EAFE ETF 6,749689.6K $
188Applied Materials Inc 1,717685.9K $
189SELECT SECTOR SPDR TRUST (THE) 4,708671.5K $
190Boeing Co/The 3,060665.9K $
191UnitedHealth Group Inc 2,155655.8K $
192Vanguard Value ETF 3,253654.9K $
193Reliance Inc 2,000644.4K $
194Coca-Cola Consolidated Inc 3,120634.7K $
195Invesco S&P 500 Equal Weight ETF 3,226634.4K $
196IQVIA Holdings Inc 3,658612.1K $
197iShares Core S&P Small-Cap ETF 4,666607.5K $
198Aflac Inc 5,430601.1K $
199HCA Healthcare Inc 1,205597K $
200Palo Alto Networks Inc 3,741582.6K $