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LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

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13F filer, CIK 932974, BOSTON, MA

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported $11,315,019,844 across 518 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-30. Its ten largest share positions make up 47.48% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000932974-25-000012

Period
2025-06-30
Reported value
$11.3B
Holdings
518
Top 10 weight
47.48%
New
12
Sold out
54

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ORLYadded+686,841$61.9M
NVDAadded+149,379$23.6M
SNPSadded+25,416$13M
VEEVadded+35,219$10.1M
DKSadded+49,064$9.71M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MAreduced-40,781-$22.9M
MSFTreduced-24,548-$12.2M
INTUreduced-10,794-$8.5M
AMATreduced-27,565-$5.05M
PGRreduced-18,316-$4.89M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0000932974-25-000012, largest first. % of portfolio is the value over $11,315,019,844, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NAKNORTHERN DYNASTY MINERALS LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares 3,000$4.02K<0.01%0Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares 150$3.87K<0.01%0Timeline
NVAXNOVAVAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares 570$3.59K<0.01%0Timeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares 400$3.48K<0.01%0Timeline
GRALGRAIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 71 shares; 2025Q1: 41 shares; 2025Q2: 41 shares 41$2.11K<0.01%0Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares 12$1.92K<0.01%0Timeline
BYNDBEYOND MEAT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares 530$1.85K<0.01%0Timeline
FRGEFORGE GLOBAL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88 shares 88$1.68K<0.01%newTimeline
RIGTRANSOCEAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 592 shares; 2025Q1: 592 shares; 2025Q2: 592 shares 592$1.53K<0.01%0Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares 17$1.33K<0.01%0Timeline
PARAMOUNT GLOBALPARAMOUNT GLOBALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares 54$697<0.01%0
CHARGEPOINT HLDGS INCCHARGEPOINT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 905 shares; 2025Q1: 905 shares; 2025Q2: 905 shares 905$637<0.01%0
SAGE THERAPEUTICS INCSAGE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares 50$456<0.01%0
GMEGAMESTOP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares 12$293<0.01%0Timeline
MGNXMACROGENICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 213 shares 213$258<0.01%0Timeline
EMBCEMBECTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 8 shares 8$78<0.01%-183Timeline
RIGLRIGEL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares 3$51<0.01%0Timeline

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

SecurityTypeAmountValueChange
OXY/WSOCCIDENTAL PETE CORP Stockprincipal905$18.7K-218

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DISCOVER FINANCIAL SERVICESDISCOVER FINANCIAL SERVICES18,546$3.31Mshares
ZBRAZEBRA TECHNOLOGIES CORPORATI5,715$1.34Mshares
SHYISHARES TR7,000$579Kshares
AZNASTRAZENECA PLC-SPONS ADR1,331$91.2Kshares
BNBROOKFIELD CORP500$25.5Kshares
THCTENET HEALTHCARE CORP192$23.2Kshares
AVBAVALONBAY CMNTYS INC100$20.6Kshares
WASHWASHINGTON TR BANCORP INC539$14.9Kshares
TROWPRICE T ROWE GROUP INC164$14.2Kshares
STRLSTERLING INFRASTRUCTURE INC95$13.3Kshares
TSEMTOWER SEMICONDUCTOR LTD347$12.4Kshares
AVPTAVEPOINT INC819$12.4Kshares
AMSCAMERICAN SUPERCONDUCTOR CORP633$11.8Kshares
AMTXAEMETIS INC6,961$9.61Kshares
SYMSYMBOTIC INC437$9.25Kshares
YUMCYUM CHINA HLDGS INC186$8.71Kshares
QTUMETF SER SOLUTIONS120$8.65Kshares
AMPAMERIPRISE FINL INC18$8.49Kshares
AIOVIRTUS ARTIFICIAL INTELLIGEN400$7.92Kshares
BWXTBWX TECHNOLOGIES INC68$7.12Kshares
BAMBROOKFIELD ASSET MANAGMT LTD124$6.27Kshares
STKCOLUMBIA SELIGM PREM TECH GR154$4.05Kshares
QQQXNUVEEN NASDAQ 100 DYNAMIC OV150$3.43Kshares
GEVOGEVO INC1,814$2.1Kshares
ARCCARES CAPITAL CORP100$2.08Kshares
METMETLIFE INC26$1.93Kshares
CMECME GROUP INC7$1.83Kshares
NOVAQSUNNOVA ENERGY INTERNATIONAL I6,000$1.28Kshares
SYFSYNCHRONY FINANCIAL20$998shares
AIZASSURANT INC5$955shares
CRHCRH PLC10$878shares
PEGPUBLIC SVC ENTERPRISE GROUP10$818shares
AIGAMERICAN INTL GROUP INC10$817shares
VVXV2X INC17$811shares
IRINGERSOLL RAND INC10$734shares
DELLDELL TECHNOLOGIES INC8$713shares
CHWYCHEWY INC20$708shares
LVSLAS VEGAS SANDS CORP20$688shares
ABUSARBUTUS BIOPHARMA CORP200$648shares
CNCCENTENE CORP DEL10$621shares
VOYAVOYA FINANCIAL INC10$575shares
XYZBLOCK INC10$557shares
SNYSANOFI SA10$530shares
MLMMARTIN MARIETTA MATLS INC1$498shares
SRPTSAREPTA THERAPEUTICS INC7$416shares
MPCMARATHON PETE CORP3$403shares
BKRBAKER HUGHES COMPANY10$359shares
FCXFREEPORT MCMORAN INC10$352shares
PLDPROLOGIS INC.3$304shares
RNRRENAISSANCERE HLDGS LTD1$240shares
CDWCDW CORP1$155shares
BNTBROOKFIELD WEALTH SOL LTD3$154shares
PLUGPLUG PWR INC105$88shares
LSTALISATA THERAPEUTICS INC2$5shares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000932974-25-000012 base2025-07-30acceptance time not in the bulk data set