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
201State Street Health Care Select Sector SPDR ETF 3,936579.8K $
202Agilent Technologies Inc 5,026578.3K $
203Fortive Corp 9,870576K $
204PNC Financial Services Group Inc/The 2,571568.5K $
205First Solar Inc 2,779565.4K $
206Sherwin-Williams Co/The 1,682565.3K $
207T-Mobile US Inc 2,876562.9K $
208State Street Spdr Dow Jones Industrial Average Etf Trust 1,155553.5K $
209iShares Core MSCI EAFE ETF 5,788551.7K $
210Comcast Corp 19,600547.4K $
211Phillips 66 3,387539.4K $
212iShares S&P Mid-Cap 400 Growth ETF 5,083535.5K $
213BP PLC 11,020511.8K $
214Bristol-Myers Squibb Co 8,507498.7K $
215Alnylam Pharmaceuticals Inc 1,533493.8K $
216Oracle Corp 3,572493.3K $
217Dow Inc 12,622492.4K $
218Becton Dickinson & Co 3,167488.4K $
219Carrier Global Corp 7,659485.1K $
220L3Harris Technologies Inc 1,370484.4K $
221Ulta Beauty Inc 915476.1K $
222General Mills, Inc. 13,338474.7K $
223Chipotle Mexican Grill Inc 13,580462.9K $
224Williams Cos Inc/The 6,245454.3K $
225CBRE Group Inc 3,130442K $
226Stanley Black & Decker Inc 6,000433.1K $
227Tractor Supply Co 9,453425.7K $
228Cigna Group/The 1,566424.8K $
229Progressive Corp/The 2,164420.1K $
230Blackrock Inc 416415.7K $
2313M Co 2,721409K $
232Taiwan Semiconductor Manufacturing Co Ltd 1,101408K $
233Cadence Design Systems Inc 1,523404.6K $
234Watts Water Technologies Inc 1,334403.8K $
235Pool Corp 1,875403K $
236Marvell Technology Inc 3,045391.3K $
237Waste Management Inc 1,702390.5K $
238iShares Trust 1,792386K $
239Antero Resources Corp 10,000378.9K $
240Ingredion Inc 3,300378.4K $
241Tyler Technologies Inc 1,120355.4K $
242iShares Core S&P Mid-Cap ETF 4,935347.7K $
243Yum! Brands Inc 2,139346K $
244Wells Fargo & Co 4,038344.8K $
245iShares Russell Mid-Cap Value 2,259342.2K $
246United Parcel Service Inc 3,364342.1K $
247Jacobs Solutions Inc 2,745337.3K $
248Vanguard Small-Cap ETF 1,224333.1K $
249Global X MSCI Argent 3,525332.2K $
250Target Corp 2,676326.2K $
251Marsh & McLennan Cos Inc 1,934325.2K $
252Occidental Petroleum Corp 5,300307.2K $
253iShares ESG MSCI KLD 400 ETF 2,402302.8K $
254Bank of New York Mellon Corp/The 2,359300.9K $
255Magnolia Oil & Gas Corp 10,000299K $
256Franklin Templeton ETF Trust 8,340293.7K $
257Vanguard Mid-Cap ETF 990293.7K $
258Lamar Advertising Co 2,175290.2K $
259Penumbra Inc 880290.2K $
260Equinix Inc 277285.4K $
261Lam Research Corp 1,080284.8K $
262Peabody Energy Corp 10,000282.9K $
263American Electric Power Co Inc 2,065281.5K $
264General Dynamics Corp 826276.8K $
265Vanguard Russell 1000 Growth ETF 2,407276.5K $
266iShares Russell 3000 ETF 710274.6K $
267Kimberly-Clark Corp 2,799272.3K $
268Madrigal Pharmaceuticals Inc 500259.8K $
269iShares Core S&P Total U.S. Stock Market ETF 1,729257.1K $
270Southern Co/The 2,646257.1K $
271Consolidated Edison Inc 2,250255.5K $
272M&T Bank Corp 1,155254K $
273Vertiv Holdings Co 850250.8K $
274Atlantic Union Bankshares Corp 6,473246.2K $
275VANGUARD SCOTTSDALE FUNDS 2,450238.5K $
276Otis Worldwide Corp 2,864229K $
277iShares S&P Mid-Cap 400 Value ETF 1,650227K $
278Goldman Sachs Group Inc/The 249226K $
279Ford Motor Co 18,452223.8K $
280ONEOK Inc 2,525217.7K $
281Travelers Cos Inc/The 730217K $
282iShares S&P Small-Cap 600 Growth ETF 1,340205K $
283eBay Inc 2,140204.2K $
284Insulet Corp 1,030202.8K $
285Dominion Energy Inc 3,155202.6K $
286iShares iBonds Dec 2028 Term C 8,000202.3K $
287Range Resources Corp 4,680200.5K $
288Kinsale Capital Group Inc 550191.6K $
289Autodesk Inc 870190.1K $
290Devon Energy Corp 3,835183.3K $
291Northern Trust Corp 1,200182.7K $
292AutoZone Inc 52178.4K $
293Dimensional International Smal 6,060176.2K $
294VANGUARD WORLD FUND 462172.9K $
295Atlassian Corp 3,000171.5K $
296Newmont Corp 1,415171.1K $
297Vanguard Information Technology ETF 230171K $
298Select Sector Spdr Trust 3,000170.8K $
299Nucor Corp 911169.6K $
300UL Solutions Inc 2,000168.6K $