account_balance

Investment manager · 13F filer · SEC CIK 932974

Loring Wolcott & Coolidge Fiduciary Advisors LLP

Reported value$10.8Bas of Sep 30, 2026
Positions564 9 new, 10 sold out
Top 10 weight49.8%GOOGL alone is 9%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
GOOGL Alphabet Inc. 8.9% HeldMSFT Microsoft Corp 8.7% HeldMA Mastercard Inc 7.0% HeldAMZN Amazon.com Inc 5.1% HeldAAPL Apple Inc. 4.4% HeldNVDA NVIDIA Corp 4.0% HeldDHR Danaher Corp 3.4% HeldSYK Stryker Corp 2.9% HeldTMO Thermo Fisher Scientific Inc. 2.8% Trimmed −8%INTU Intuit Inc. 2.6% HeldTJX TJX Companies Inc 2.5% HeldNOW ServiceNow, Inc. 2.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Jul 30, 2026 filing
add_circleNew
  • MBGL $50.6K
  • RWR $31.4K
  • ESGD $30.6K
  • IJS $25.6K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist