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  Name: LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP
  City: BOSTON
  State: MA
  Zip: 02110
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $10,094,301,000
  Total Value Change : $1,161,486,000
  Securities Held Change : -53
   
All Securities Held : 553
  New Positions : 7
  Closed Positions : 63
  Increased Positions : 49
  Unchanged Positions : 302
  Decreased Positions : 195

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MSFT)1 Year Chart         MSFT Microsoft Corp 1 - $420.72 $772,273,000 1,942,435 7.65% 83,692,000 -34,428 0.026    Application Software
   (MA)1 Year Chart         MA MasterCard Inc A 2 - $481.57 $696,829,000 1,551,162 6.9% 83,116,000 -52,521 0.157    Business Services
   (INTU)1 Year Chart         INTU Intuit Inc 3 - $650.00 $610,451,000 966,928 6.05% 120,134,000 -13,020 0.369    Application Software
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 4 - $150.93 $423,350,000 3,021,765 4.19% 33,465,000 -36,396 0.051    Search Engines & Info...
   (FISV)1 Year Chart         FISV Fiserv Inc 5 - $159.82 $422,884,000 2,980,782 4.19% 67,948,000 -32,002 0.445    Business Software & S...
   (SYK)1 Year Chart         SYK Stryker Corp 6 - $357.87 $415,981,000 1,239,959 4.12% 64,393,000 -23,700 0.33    Medical Instruments &...
   (DHR)1 Year Chart         DHR Danaher Corp 7 - $249.72 $406,308,000 1,693,586 4.03% 75,631,000 -19,945 0.238    General Building Mate...
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 8 - $504.60 $352,180,000 570,075 3.49% 27,670,000 -10,745 0.119    Application Software
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 9 - $180.38 $327,918,000 2,112,872 3.25% 36,397,000 1,475 0.021    Internet Software & S...
   (AAPL)1 Year Chart         AAPL Apple Inc 10 - $171.48 $290,607,000 1,575,960 2.88% 562,000 -57,452 0.009    Personal Computers
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 11 - $581.21 $288,312,000 534,921 2.86% 48,389,000 -1,135 0.135    Medical Laboratories ...
   (AMT)1 Year Chart         AMT American Tower Corp 12 - $197.59 $288,248,000 1,473,280 2.86% 15,119,000 -9,906 0.306    Integrated Telecommun...
   (TJX)1 Year Chart         TJX TJX Companies Inc 13 - $101.42 $240,295,000 2,531,823 2.38% 10,849,000 -19,849 0.211    Discount, Variety Stores
   (NOW)1 Year Chart         NOW Servicenow, Inc. 14 - $762.40 $235,500,000 307,684 2.33% 50,199,000 -1,444 0.158    Information Technolog...
   (NXPI)1 Year Chart         NXPI NXP Semiconductors NV 15 - $247.77 $215,366,000 1,022,773 2.13% 32,857,000 -4,926 0.366    Semiconductor- Broad...
   (ABT)1 Year Chart         ABT Abbott Laboratories 16 - $113.66 $198,919,000 1,758,011 1.97% 29,523,000 -7,266 0.099    Drug Manufacturers - ...
   (CNI)1 Year Chart         CNI Canadian National Railway (... 17 - $131.71 $182,564,000 1,471,816 1.81% 21,976,000 -2,688 0.207    Railroads
   (WEX)1 Year Chart         WEX Wex Inc 18 - $237.53 $177,076,000 866,363 1.75% 31,910,000 22,865 1.933    Information & Deliver...
   (COST)1 Year Chart         COST Costco Wholesale Corp 19 - $732.63 $177,019,000 254,747 1.75% 34,910,000 -859 0.058    Discount, Variety Stores
   (PAYC)1 Year Chart         PAYC Paycom Software, Inc. 20 - $199.01 $172,316,000 905,783 1.71% 33,257,000 50,879 1.548    N/A
   (EOG)1 Year Chart         EOG EOG Resources Inc 21 - $127.84 $169,981,000 1,493,818 1.68% -21,782,000 3,235 0.257    Independent Oil & Gas
   (V)1 Year Chart         V Visa Inc 22 - $279.08 $168,023,000 614,881 1.66% 16,414,000 -8,380 0.036    Business Services
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 23 - $249.74 $163,911,000 666,901 1.62% 16,635,000 -6,944 0.156    Business Software & S...
   (CHD)1 Year Chart         CHD Church & Dwight Co Inc 24 - $104.31 $138,447,000 1,386,547 1.37% 7,646,000 -35,817 0.558    Cleaning Products
   (CRM)1 Year Chart         CRM Salesforce.com Inc 25 - $301.18 $132,071,000 469,853 1.31% 33,359,000 -4,473 0.052    Internet Software & S...
   (ROP)1 Year Chart         ROP Roper Industries Inc 26 - $560.84 $131,223,000 244,364 1.3% 9,855,000 -1,296 0.233    Diversified Machinery
   (TTD)1 Year Chart         TTD Trade Desk, Inc. 27 - $87.42 $97,795,000 1,429,117 0.97% -10,689,000 -4,345 0.329    N/A
   (NKE)1 Year Chart         NKE Nike Inc B 28 - $93.98 $91,974,000 905,878 0.91% -6,941,000 -35,449 0.072    Textile - Apparel Foo...
   (HD)1 Year Chart         HD Home Depot Inc 29 - $383.60 $88,899,000 251,866 0.88% 12,979,000 -5,899 0.023    Home Improvement Stores
   (PH)1 Year Chart         PH Parker Hannifin Corp 30 - $555.79 $88,512,000 190,553 0.88% 16,080,000 11,523 0.148    Industrial Equipment ...
   (FB)1 Year Chart         FB Meta Platforms Inc 31 - $485.58 $88,485,000 226,802 0.88% 17,673,000 -985 0.009    Internet Service Prov...
   (SBUX)1 Year Chart         SBUX Starbucks Corp 32 - $91.39 $85,168,000 915,486 0.84% -7,243,000 -8,536 0.078    Specialty Eateries
   (LOW)1 Year Chart         LOW Lowes Companies Inc 33 - $254.73 $73,833,000 346,895 0.73% 8,078,000 8,509 0.046    Home Improvement Stores
   (IDXX)1 Year Chart         IDXX Idexx Laboratories Inc 34 - $539.93 $73,038,000 141,800 0.72% 9,969,000 -8,564 0.166    Diagnostic Substances
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 35 - $903.56 $73,035,000 118,704 0.72% 21,985,000 1,364 0.005    Semiconductor - Speci...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 36 - $420.52 $69,190,000 180,305 0.69% 7,637,000 3,946 0.013    Property & Casualty I...
   (PG)1 Year Chart         PG Procter & Gamble Co 37 - $162.25 $68,780,000 437,700 0.68% 1,662,000 -5,499 0.018    Cleaning Products
   (ALGN)1 Year Chart         ALGN Align Technology Inc 38 - $327.92 $63,644,000 238,082 0.63% 17,402,000 -2,359 0.302    Medical Appliances & ...
   (UNP)1 Year Chart         UNP Union Pacific Corp 39 - $245.93 $62,248,000 255,186 0.62% 8,393,000 418 0.038    Railroads
   (BR)1 Year Chart         BR Broadridge Financial Soluti... 40 - $204.86 $58,114,000 284,593 0.58% 5,032,000 -12,269 0.246    Business Services
   (REGN)1 Year Chart         REGN Regeneron Pharmaceuticals Inc 41 - $962.49 $57,930,000 61,446 0.57% 21,971,000 17,529 0.059    Biotechnology
   (ORLY)1 Year Chart         ORLY O Reilly Automotive Inc 42 - $1,128.88 $53,775,000 52,563 0.53% 4,205,000 279 0.073    Auto Parts Stores
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 43 - $158.19 $52,266,000 328,922 0.52% 963,000 -12,549 0.013    Drug Manufacturers - ...
   (MRK)1 Year Chart         MRK Merck & Co Inc 44 - $131.95 $51,584,000 427,090 0.51% 7,304,000 -3,439 0.017    Drug Manufacturers - ...
   (VLTO)1 Year Chart         VLTO Veralto Corp 45 - $88.66 $47,775,000 622,962 0.47% 2,569,000 -20,274 0.253    N/A
   (PM)1 Year Chart         PM Philip Morris International... 46 - $91.62 $46,020,000 506,545 0.46% 2,053,000 23,068 0.032    Cigarettes & Other To...
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 47 - $0.00 $41,764,000 48,015 0.41% 11,914,000 739 0.011    Semiconductor Equipme...
   (PEP)1 Year Chart         PEP Pepsico Inc 48 - $175.01 $41,646,000 247,112 0.41% -133,000 -3,316 0.018    Beverage Soft Drinks...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 49 - $116.24 $41,503,000 403,689 0.41% -3,168,000 -5,724 0.01    Integrated Oil & Gas
   (ACN)1 Year Chart         ACN Accenture Plc 50 - $346.61 $39,210,000 107,754 0.39% 5,242,000 -2,489 0.017    Management Services
   (VEEV)1 Year Chart         VEEV Veeva Systems Inc 51 - $231.69 $38,590,000 186,055 0.38% 13,069,000 51,672 0.138    Healthcare Informatio...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 52 - $169.30 $37,393,000 251,790 0.37% 7,608,000 -2,000 0.022    Communication Equipment
   (MCD)1 Year Chart         MCD McDonalds Corp 53 - $281.95 $34,815,000 118,937 0.34% 2,941,000 -507 0.016    Restaurants
   (HDB)1 Year Chart         HDB HDFC Bank Limited (ADR) 54 - $55.97 $34,692,000 625,192 0.34% -1,801,000 -5,847 0.034    Foreign Regional Banks
   (ADI)1 Year Chart         ADI Analog Devices Inc 55 - $197.79 $34,424,000 178,957 0.34% 5,210,000 1,194 0.033    Semiconductor- Broad...
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 56 - $66.99 $28,619,000 466,489 0.28% 27,000 -52,807 0.04    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc 57 - $152.26 $28,183,000 198,752 0.28% 2,020,000 -4,723 0.003    Search Engines & Info...
   (AMGN)1 Year Chart         AMGN Amgen Inc 58 - $284.32 $22,267,000 70,856 0.22% 3,134,000 -912 0.012    Biotechnology
   (ROST)1 Year Chart         ROST Ross Stores Inc 59 - $146.76 $21,078,000 150,259 0.21% 3,217,000 -693 0.042    Apparel Stores
   (CBT)1 Year Chart         CBT Cabot Corp 60 - $92.20 $20,826,000 288,852 0.21% 1,585,000 600 0.51    Specialty Chemicals
   (MSCI)1 Year Chart         MSCI Msci Inc 61 - $560.45 $20,636,000 34,473 0.2% 3,651,000 -403 0.042    Business Services
   (FDS)1 Year Chart         FDS Factset Research Systems Inc 62 - $454.39 $20,634,000 43,356 0.2% 2,203,000 1,681 0.114    Information & Deliver...
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 63 - $28.30 $14,587,000 185,891 0.14% -15,884,000 -279,095 0.03    Medical Appliances & ...
   (WSO)1 Year Chart         WSO Watsco Inc 64 - $431.97 $13,603,000 34,791 0.13% 936,000 -208 0.097    Building Materials Wh...
   (ECL)1 Year Chart         ECL Ecolab Inc 65 - $230.90 $11,750,000 59,277 0.12% -1,148,000 -16,098 0.021    Cleaning Products
   (CVX)1 Year Chart         CVX Chevron Corp 66 - $157.74 $11,590,000 78,614 0.11% -250,000 -977 0.004    Integrated Oil & Gas
   (DIS)1 Year Chart         DIS Walt Disney Co 67 - $122.36 $10,481,000 109,123 0.1% 1,159,000 -2,796 0.006    Entertainment - Diver...
   (ITW)1 Year Chart         ITW Illinois Tool Works Inc 68 - $268.33 $10,330,000 39,592 0.1% 981,000 -757 0.013    Diversified Machinery
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 69 - $182.10 $9,737,000 59,228 0.1% 963,000 -2,016 0.003    Drug Manufacturers - ...
   (RTX)1 Year Chart         RTX RTX Corp 70 - $97.53 $9,073,000 99,568 0.09% 829,000 -23 0.007    Conglomerates
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 71 - $200.30 $8,546,000 49,012 0.08% 1,440,000 -1,239 0.002    Domestic Money Center...
   (KO)1 Year Chart         KO Coca-Cola Co 72 - $61.18 $7,090,000 119,185 0.07% -119,000 -7,087 0.003    Beverage Soft Drinks...
   (COP)1 Year Chart         COP ConocoPhillips 73 - $127.28 $6,984,000 62,426 0.07% -820,000 -1,531 0.006    Integrated Oil & Gas
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 74 - $259.90 $6,940,000 28,932 0.07% 725,000 -245 0.003    Closed - End Fund - E...
   (CL)1 Year Chart         CL Colgate Palmolive Co 75 - $90.05 $6,289,000 74,694 0.06% -31,000 -9,799 0.009    Personal Products
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 76 - $242.27 $6,178,000 24,161 0.06% -1,198,000 -1,308 0.011    Diversified Chemicals
   (HON)1 Year Chart         HON Honeywell International Inc 77 - $205.25 $6,176,000 30,534 0.06% 261,000 -1,193 0.004    Conglomerates
   (HASI)1 Year Chart         HASI Hannon Armstrong Sustainabl... 78 - $28.40 $6,135,000 257,893 0.06% 1,258,000 -1,515 0.29    REIT - Diversified
   (ROK)1 Year Chart         ROK Rockwell Automation Inc 79 - $291.33 $6,112,000 24,130 0.06% -85,000 165 0.021    Conglomerates
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 80 - $169.21 $5,442,000 28,979 0.05% 728,000 -318 0.006    Drugs - Generic
   (CTAS)1 Year Chart         CTAS Cintas Corp 81 - $687.03 $5,425,000 8,974 0.05% 772,000 -130 0.009    Business Services
   (LLY)1 Year Chart         LLY Eli Lilly & Co 82 - $777.96 $4,940,000 7,652 0.05% 657,000 272 0.001    Drug Manufacturers - ...
   (STT)1 Year Chart         STT State Street Corp 83 - $77.32 $4,797,000 64,937 0.05% 279,000 -2,814 0.018    Asset Management
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 84 - $254.87 $4,660,000 19,809 0.05% 729,000 -679 0.008    Railroads
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 85 - $60.17 $4,587,000 27,758 0.05% -50,000 -255 0.001    Discount, Variety Stores
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 86 - $523.07 $4,500,000 9,318 0.04% 514,000 65 0    Closed - End Fund - E...
   (DE)1 Year Chart         DE Deere & Co 87 - $410.74 $4,184,000 10,631 0.04% 435,000 596 0.003    Farm & Construction M...
   (JKHY)1 Year Chart         JKHY Jack Henry & Associates 88 - $173.73 $4,050,000 24,425 0.04% 583,000 0 0.032    Business Software & S...
   (PAYX)1 Year Chart         PAYX Paychex Inc 89 - $122.80 $3,958,000 32,518 0.04% 264,000 -324 0.009    Staffing & Outsourcin...
   (INTC)1 Year Chart         INTC Intel Corp 90 - $44.17 $3,765,000 87,407 0.04% 440,000 -790 0.002    Semiconductor- Broad...
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 91 - $49.91 $3,621,000 72,169 0.04% -283,000 -1,843 0.002    Networking & Communic...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 92 - $337.05 $3,617,000 11,647 0.04% 403,000 -211 0.004    Closed - End Fund - E...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 93 - $175.79 $3,572,000 19,072 0.04% -627,000 -143 0.001    Auto Manufacturers
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 94 - $399.09 $3,366,000 8,899 0.03% 901,000 27 0.002    Medical Appliances & ...
   (UHS)1 Year Chart         UHS Universal Health Services Inc 95 - $182.46 $3,169,000 19,953 0.03% 653,000 0 0.026    Hospitals
   (EL)1 Year Chart         EL Estee Lauder Companies Inc 96 - $154.15 $3,102,000 23,501 0.03% -124,000 -4,703 0.01    Personal Products
   (NEE)1 Year Chart         NEE NextEra Energy 97 - $63.91 $2,901,000 49,480 0.03% -77,000 -221 0.003    Electric Utilities
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 98 - $634,440.00 $2,890,000 5 0.03% 238,000 0 0    Property & Casualty I...
   (UL)1 Year Chart         UL Unilever Plc (ADR) 99 - $50.19 $2,769,000 56,878 0.03% 19,000 -804 0.005    Food - Major Diversified
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 100 - $556.40 $2,662,000 5,339 0.03% 185,000 -236 0.013    Closed - End Fund - E...

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