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Loring Wolcott & Coolidge Fiduciary Advisors LLP

CIK 932974 · latest 13F filed 30 July 2026 · Read the filing on EDGAR

Loring Wolcott & Coolidge Fiduciary Advisors LLP reported 564 US-listed holdings worth $10.30 billion in its 13F for the quarter ended 30 June 2026, filed 30 July 2026. Its largest: Alphabet Inc. (9.8%), Mastercard Inc. (6.9%) and Microsoft Corp. (6.7%). Against the quarter before, it opened 34 positions, added to 99, trimmed 127 and sold out of 29.

Reported holdings$10.30B+3.3% on Q1 2026
Positions564+5 on Q1 2026
The largest ten48.6%of its reported holdings
Latest 13FQ2 2026filed 30 July 2026
Where the money is
Added toHeldTrimmed
GOOGL9.8%MA6.9%MSFT6.7%AMZN5.2%AAPL4.1%NVDA3.7%SYK3.5%DHR3.1%TJX3.0%INTU2.6%NXPI2.6%TMO2.4%COST2.1%V2.0%550 more42.3%

The 14 largest of its 564 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $11.20 billion in 570 positions$11.2BQ3 24Q4 2024: $11.63 billion in 559 positions$11.6BQ4 24Q1 2025: $10.28 billion in 559 positions$10.3BQ1 25Q2 2025: $11.32 billion in 517 positions$11.3BQ2 25Q3 2025: $11.40 billion in 526 positions$11.4BQ3 25Q4 2025: $11.03 billion in 533 positions$11.0BQ4 25Q1 2026: $9.98 billion in 559 positions$9.98BQ1 26Q2 2026: $10.30 billion in 564 positions$10.3BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 34Added 99Held 304Trimmed 127Sold out 29
Opened: 34Added: 99Held: 304Trimmed: 127Sold out: 29

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 34

  1. Wise Group PLC Ord SHS Class A WSE$52.1 million
  2. Honeywell International Inc. HON$2.3 million
  3. Honeywell Aerospace Inc. Com HONA$2.3 million
  4. Mitsubishi UFJ Financial Group Inc. MUFG$994,500
  5. DuPont de Nemours, Inc. DD$773,826
  6. HSBC Holdings plc HSBC$760,720
  7. Invesco Exchange-Traded FD Trust II S&P Smallcap Indls ETF PSCI$744,242
  8. iShares Gold Trust IAU$566,325

and 26 more in the table below

Added to 99

  1. Eli Lilly & Co. LLY+20,592 shares · +53%
  2. ASML Holding N.V. ASML+10,598 shares · +20%
  3. NVIDIA Corp. NVDA+85,095 shares · +5%
  4. Carlisle Companies Inc. CSL+45,985 shares · +35%
  5. Ecolab Inc. ECL+56,227 shares · +93%
  6. Broadcom Inc. AVGO+40,627 shares · +133%
  7. Intuitive Surgical Inc. ISRG+34,156 shares · +491%
  8. Synopsys Inc. SNPS+28,038 shares · +9%

and 91 more in the table below

Trimmed 127

  1. Alphabet Inc. GOOGL-67,563 shares · -2%
  2. Adobe Inc. ADBE-103,394 shares · -38%
  3. Thermo Fisher Scientific Inc. TMO-39,739 shares · -7%
  4. Qualcomm Inc. QCOM-95,803 shares · -14%
  5. Roper Technologies Inc. ROP-44,046 shares · -65%
  6. American Tower Corp. AMT-85,082 shares · -7%
  7. Salesforce, Inc. CRM-77,344 shares · -60%
  8. Fiserv Inc. FISV-194,013 shares · -8%

and 119 more in the table below

Sold out of 29

  1. Honeywell International Inc. HON$4.3 million last quarter
  2. Renaissancere Holdings Ltd. RNR$1.2 million last quarter
  3. Woodward, Inc. WWD$1.0 million last quarter
  4. Xpo, Inc. XPO$919,037 last quarter
  5. DuPont de Nemours, Inc. DD$858,582 last quarter
  6. Sunbelt Rentals Holdings Inc. SUNB$815,194 last quarter
  7. Brookfield Corporation BN$738,925 last quarter
  8. Warner Music Group Corp. WMG$738,150 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Alphabet Inc. GOOGL2,820,758$1.01 billion9.78%-67,563
Mastercard Inc. MA1,379,579$708.6 million6.88%+541
Microsoft Corp. MSFT1,847,490$689.2 million6.69%+4,771
Amazon.com Inc. AMZN2,248,322$535.9 million5.20%+3,524
Apple Inc. AAPL1,446,076$418.4 million4.06%+17,551
NVIDIA Corp. NVDA1,901,921$380.6 million3.69%+85,095
Stryker Corp. SYK1,154,957$363.6 million3.53%+6,324
Danaher Corp. DHR1,677,392$319.5 million3.10%+17,728
TJX Companies Inc. TJX2,050,213$310.6 million3.01%-59,888
Intuit Inc. INTU1,040,089$271.5 million2.63%+26,168
NXP Semiconductors N.V. NXPI952,055$267.6 million2.60%-15,532
Thermo Fisher Scientific Inc. TMO491,482$246.4 million2.39%-39,739
Costco Wholesale Corp. COST233,991$218.9 million2.12%-4,394
Visa Inc. V606,481$208.1 million2.02%+11,495
Parker-Hannifin Corp. PH204,898$200.4 million1.95%-54
American Tower Corp. AMT1,131,412$185.1 million1.80%-85,082
EOG Resources Inc. EOG1,401,159$181.8 million1.76%+11,491
ServiceNow, Inc. NOW1,746,805$173.4 million1.68%+62,826
Synopsys Inc. SNPS351,492$156.8 million1.52%+28,038
Meta Platforms, Inc. META274,239$154.5 million1.50%+9,669
Canadian Natl Ry Co. CNI1,251,453$149.2 million1.45%-20,561
Abbott Laboratories ABT1,566,186$142.1 million1.38%-47,863
Veeva Systems Inc. VEEV793,242$140.8 million1.37%+58,765
Automatic Data Processing Inc. ADP601,164$134.6 million1.31%-4,751
ASML Holding N.V. ASML64,926$129.2 million1.25%+10,598
Berkshire Hathaway Inc. Class B BRKB240,375$120.3 million1.17%+7,272
Fiserv Inc. FISV2,302,492$112.9 million1.10%-194,013
Qualcomm Inc. QCOM568,090$105.0 million1.02%-95,803
Church & Dwight Co. Inc. CHD1,049,547$101.7 million0.99%-47,171
Paycom Software, Inc. PAYC726,250$91.3 million0.89%-43,397
Home Depot, Inc. HD245,398$86.5 million0.84%-137
Philip Morris International Inc. PM473,423$85.6 million0.83%-665
Analog Devices Inc. ADI213,765$84.9 million0.82%+12,152
Starbucks Corp. SBUX788,650$80.6 million0.78%-59,296
Eli Lilly & Co. LLY59,780$71.7 million0.70%+20,592
Lowe's Companies Inc. LOW306,171$67.5 million0.66%-6,726
Union Pacific Corp. UNP243,107$66.1 million0.64%+16,772
Carlisle Companies Inc. CSL178,330$64.7 million0.63%+45,985
O'Reilly Automotive, Inc. ORLY701,277$64.6 million0.63%-23,323
Johnson & Johnson JNJ252,775$64.2 million0.62%-3,486
IDEXX Laboratories Inc. IDXX117,195$61.7 million0.60%-5,109
Procter & Gamble Co. PG417,142$61.2 million0.59%+2,688
Alphabet Inc. GOOG168,603$59.6 million0.58%-11,303
Wise Group PLC Ord SHS Class A WSE4,378,556$52.1 million0.51%new
WEX Inc. WEX367,338$51.8 million0.50%-7,772
ExxonMobil Holdings Corp. XOM372,595$50.9 million0.49%+1,961
Dick'S Sporting Goods, Inc. DKS189,630$43.0 million0.42%+6,806
Merck & Co., Inc. MRK332,735$42.8 million0.41%-4,294
Regeneron Pharmaceuticals, Inc. REGN65,875$41.1 million0.40%-6,555
Veralto Corp. VLTO426,513$37.8 million0.37%-6,292
Adobe Inc. ADBE169,554$34.8 million0.34%-103,394
Ecolab Inc. ECL116,579$32.5 million0.32%+56,227
Broadridge Financial Solutions, Inc. BR220,545$30.2 million0.29%-32,273
McDonald's Corp. MCD104,968$28.4 million0.28%-1,093
Nike, Inc. NKE674,825$27.7 million0.27%-43,994
ROSS Stores, Inc. ROST128,214$27.3 million0.26%-2,546
Broadcom Inc. AVGO71,156$26.9 million0.26%+40,627
Cabot Corp. CBT283,684$25.8 million0.25%-2,360
PepsiCo Inc. PEP168,532$22.8 million0.22%-4
Amgen Inc. AMGN50,038$18.1 million0.18%-498
Intuitive Surgical Inc. ISRG41,112$16.3 million0.16%+34,156
JPMorgan Chase & Co. JPM49,463$16.2 million0.16%+3,909
AbbVie Inc. ABBV61,527$15.5 million0.15%-1,514
Arista Networks, Inc. ANET87,427$14.9 million0.14%no change
MSCI Inc. MSCI26,140$14.6 million0.14%-4,825
the Trade Desk Inc. TTD772,656$14.0 million0.14%-148,604
Chevron Corp. CVX82,059$13.6 million0.13%+14,150
RTX Corp. RTX69,873$13.3 million0.13%-187
Align Technology Inc. ALGN64,294$10.8 million0.11%-12,536
Rockwell Automation, Inc. ROK21,550$10.7 million0.10%+140
Watsco Inc. WSO23,467$9.8 million0.09%-5,949
Illinois Tool Works Inc. ITW33,870$9.2 million0.09%-2,075
SPDR S&P 500 SPY12,112$9.0 million0.09%+151
HDFC Bank Limited HDB349,292$9.0 million0.09%-9,105
Coca-Cola Co. KO109,910$8.9 million0.09%+8,539
Accenture plc ACN65,832$8.2 million0.08%-25,317
Roper Technologies Inc. ROP24,177$8.2 million0.08%-44,046
Walmart Inc. WMT71,995$8.2 million0.08%+2,573
Salesforce, Inc. CRM51,497$8.1 million0.08%-77,344
Advanced Micro Devices Inc. AMD13,501$7.8 million0.08%+7,890
Colgate-Palmolive Co. CL83,344$7.6 million0.07%+1,875
Timken Co. TKR52,410$7.6 million0.07%-8,111
SPDR Gold Trust GLD20,363$7.5 million0.07%-4,054
Deere & Co. DE11,512$7.3 million0.07%-1
Cisco Systems, Inc. CSCO55,832$6.6 million0.06%+7,099
General Electric Co. GE17,331$6.5 million0.06%+3,060
VG Totl STK Vprs VTI17,363$6.4 million0.06%-908
Air Products & Chemicals, Inc. APD20,375$6.0 million0.06%no change
Cummins Inc. CMI7,517$5.4 million0.05%no change
Intel Corp. INTC37,907$5.3 million0.05%-6,459
ConocoPhillips COP50,758$5.3 million0.05%+400
Corning Inc. GLW19,788$5.1 million0.05%+790
NextEra Energy Inc. NEE56,562$5.0 million0.05%+1,585
Cintas Corp. CTAS27,802$4.7 million0.05%-572
State Street Corp. STT26,533$4.5 million0.04%-385
Invesco QQQ Trust QQQ6,097$4.5 million0.04%no change
Chubb Ltd. CB12,480$4.3 million0.04%-72
Morgan Stanley MS20,049$4.2 million0.04%-485
International Business Machines Corp. IBM13,946$3.9 million0.04%+400
S&P Global Inc. SPGI9,028$3.7 million0.04%no change
Walt Disney Co. DIS38,133$3.7 million0.04%+144
Norfolk Southern Corp. NSC11,365$3.6 million0.03%-3,500
Vanguard Specialized Funds VIG14,490$3.4 million0.03%no change
Bank of America Corp. BAC55,312$3.2 million0.03%+7,610
HA Sustainable Infrastructure Capital, Inc. HASI79,596$3.1 million0.03%no change
Berkshire Hathaway Inc. Del4$3.0 million0.03%no change
SPDR S&P MidCap 400 ETF MDY4,143$2.9 million0.03%+50
Vanguard S&P 500 VOO4,191$2.9 million0.03%-56
Valmont Industries Inc. VMI4,930$2.8 million0.03%no change
Capital One Financial Corp. COF14,050$2.8 million0.03%no change
Tesla, Inc. TSLA6,565$2.8 million0.03%+823
GE Vernova Inc. GEV2,340$2.7 million0.03%-80
Paychex Inc. PAYX27,364$2.7 million0.03%-731
Booking Holdings Inc. BKNG14,586$2.6 million0.03%+486
Unilever plc UL43,224$2.6 million0.03%+533
Netflix Inc. NFLX35,730$2.6 million0.02%-1,255
Generac Holdings Inc. GNRC8,655$2.5 million0.02%no change
Edwards Lifesciences Corp. EW27,447$2.5 million0.02%-2,290
iShares Core S&P 500 ETF IVV3,214$2.4 million0.02%+259
iShares Trust IWO5,998$2.4 million0.02%-90
Honeywell International Inc. HON10,280$2.3 million0.02%new
Ea Series Trust AAEQ43,122$2.3 million0.02%no change
Honeywell Aerospace Inc. Com HONA10,280$2.3 million0.02%new
Taiwan Semiconductor Manufacturing Company Limited TSM4,645$2.2 million0.02%+3,544
TransDigm Group Inc. TDG1,640$2.2 million0.02%+220
iShares Trust IWF16,747$2.1 million0.02%+11,889
Lockheed Martin Corp. LMT3,923$2.0 million0.02%no change
Texas Instruments Inc. TXN6,536$1.9 million0.02%+665
Snowflake Inc. SNOW7,612$1.9 million0.02%+212
American Express Co. AXP5,635$1.9 million0.02%+35
Novartis AG NVS11,917$1.9 million0.02%+4,919
Linde plc LIN3,502$1.8 million0.02%+535
Sysco Corp. SYY20,829$1.7 million0.02%+1,325
Novo Nordisk A/S NVO36,192$1.7 million0.02%-69,362
Vertex Pharmaceuticals Inc. VRTX3,317$1.6 million0.02%-540
Bank Ozk Little Rock ARK OZK30,930$1.6 million0.02%no change
Emerson Electric Co. EMR11,096$1.6 million0.02%+2,425
Citigroup Inc. C11,234$1.6 million0.02%+4,350
General Dynamics Corp. GD4,421$1.6 million0.02%+3,595
Vanguard BD Index FDS VUSB31,460$1.6 million0.02%no change
Caterpillar Inc. CAT1,467$1.6 million0.02%-318
Jack Henry & Associates Inc. JKHY11,324$1.6 million0.02%-1,575
Gildan Activewear Inc. GIL30,220$1.6 million0.02%-6,000
Blackstone Inc. BX13,141$1.5 million0.02%+684
KKR & Co. Inc. KKR15,693$1.4 million0.01%+240
iShares Russell 1000 Value Inde IWD5,895$1.4 million0.01%-1,350
MercadoLibre, Inc. MELI826$1.4 million0.01%no change
Altria Group, Inc. MO19,403$1.4 million0.01%+8,945
BlackRock, Inc. BLK1,434$1.4 million0.01%+1,018
Pfizer Inc. PFE56,816$1.4 million0.01%-4,395
Qnity Electronics, Inc. Q8,223$1.3 million0.01%-180
Palo Alto Networks Inc. PANW3,931$1.3 million0.01%+190
Biogen Inc. BIIB6,193$1.3 million0.01%no change
Lindblad Expeditions Hldgs I LIND46,593$1.3 million0.01%no change
Hershey Co. HSY7,428$1.3 million0.01%-611
Applied Materials Inc. AMAT1,762$1.3 million0.01%+45
Amphenol Corp. APH7,225$1.3 million0.01%+395
Shell plc SHEL16,059$1.2 million0.01%no change
AerCap Holdings N.V. AER8,440$1.2 million0.01%no change
KLA Corp. KLAC4,010$1.2 million0.01%+3,609
Simon Property Group Inc. SPG5,279$1.2 million0.01%no change
iShares Trust IWN5,328$1.2 million0.01%-275
iShares Russell 2000 ETF IWM3,898$1.2 million0.01%+500
Airbnb, Inc. ABNB8,067$1.2 million0.01%-4,460
Vanguard Ftse Developed Markets VEA16,181$1.2 million0.01%-1,315
Mondelez International, Inc. MDLZ19,701$1.1 million0.01%+5,510
Eaton Corp. plc ETN2,642$1.1 million0.01%+2,090
iShares S&P Growth Index FD IVW8,115$1.1 million0.01%-765
iShares Trust EFV14,359$1.1 million0.01%no change
RB Global Inc. RBA9,327$1.1 million0.01%no change
Fidelity National Financial, Inc. FNF22,752$1.1 million0.01%no change
Verizon Communications Inc. VZ24,678$1.0 million0.01%-1,550
Vanguard FTSE All-World ex-US ETF VEU12,453$1.0 million0.01%+940
Xylem Inc. XYL8,800$1.0 million0.01%+900
Vanguard Growth ETF VUG12,036$1.0 million0.01%+10,030
Fastenal Co. FAST21,485$1.0 million0.01%-445
American Water Works Company, Inc. AWK7,746$1.0 million0.01%no change
Enbridge Inc ENB18,499$1.0 million0.01%no change
First Solar, Inc. FSLR4,244$1.0 million0.01%+1,465
McKesson Corp. MCK1,319$996,6360.01%no change
Mitsubishi UFJ Financial Group Inc. MUFG50,000$994,5000.01%new
Factset Research Systems Inc. FDS4,205$967,4880.01%-5,545
Labcorp Holdings Inc. LH3,370$943,6000.01%no change
Ball Corp. BALL15,115$943,1760.01%no change
Mettler Toledo International Inc. MTD732$935,1370.01%no change
Gilead Sciences, Inc. GILD7,395$934,2840.01%-22
Vanguard World FD ESGV6,950$919,0680.01%no change
AstraZeneca PLC AZN4,838$917,3820.01%+4,800
UnitedHealth Group Inc. UNH2,190$910,2290.01%+35
Technology Select Sector SPDR ETF XLK4,708$896,9690.01%no change
Zoetis Inc. ZTS12,327$885,8180.01%-2,939
Marvell Technology, Inc. MRVL2,935$874,3070.01%-110
Donaldson Co. Inc. DCI9,533$855,7770.01%no change
Baker Hughes Co. BKR15,403$854,8670.01%+15,000
Moody's Corp. MCO1,878$850,5840.01%-13
Dover Corp. DOV3,725$835,4430.01%no change
Corteva, Inc. CTVA9,709$822,2550.01%-605
Charles Schwab Corp. SCHW8,740$806,4380.01%-1,480
Arch Capital Group Ltd. ACGL8,062$782,4980.01%-910
DuPont de Nemours, Inc. DD5,705$773,8260.01%new
T-Mobile US, Inc. TMUS4,538$761,1590.01%+1,662
HSBC Holdings plc HSBC8,000$760,7200.01%new
TE Connectivity plc TEL3,701$746,1580.01%no change
Invesco Exchange-Traded FD Trust II S&P Smallcap Indls ETF PSCI4,000$744,2420.01%new
Diamondback Energy, Inc. FANG4,150$729,4870.01%no change
SPDR Ser Trust XBI4,500$712,1250.01%+4,000
IQVIA Holdings Inc. IQV3,658$706,7990.01%no change
Vanguard Value ETF VTV3,221$701,9510.01%-32
iShares Trust EFA6,749$701,0870.01%no change
Cadence Design Systems Inc. CDNS1,864$699,5970.01%+341
W. P. Carey Inc. WPC9,756$697,5540.01%no change
Spotify Technology S.A. SPOT1,517$696,5010.01%no change
iShares Core S&P Small-Cap ETF IJR4,666$692,0150.01%no change
Invesco Exchange Traded FD T RSP3,226$686,3960.01%no change
Boeing Co. BA3,060$662,4000.01%no change
Aflac Inc. AFL5,430$636,6680.01%no change
McCormick & Co. Inc. MKC12,615$636,0480.01%-2,968
Agilent Technologies, Inc. A4,776$634,3960.01%-250
Comcast Corp. CMCSA25,085$615,8380.01%+5,485
SPDR Dow Jones Indl Average DIA1,155$603,3610.01%no change
Fortive Corp. FTV9,870$602,9580.01%no change
iShares Core MSCI Eafe ETF IEFA6,188$597,6370.01%+400
Coca Cola Cons Inc. COKE3,120$595,6700.01%no change
iShares Trust IBB3,100$589,5900.01%+2,950
DBX ETF Trust DBJP5,105$586,0030.01%no change
Sherwin Williams Co. SHW1,682$579,1460.01%no change
Omnicom Group Inc. OMC7,860$572,4440.01%-3,000
Phillips 66 PSX3,372$570,0380.01%-15
iShares Gold Trust IAU7,500$566,3250.01%new
Stanley Black & Decker, Inc. SWK6,000$564,7200.01%no change
Watts Water Technologies Inc. WTS1,334$522,1950.01%no change
Cameco Corp. CCJ5,000$509,3000.00%no change
Carrier Global Corp. CARR6,889$505,3090.00%-770
Oracle Corp. ORCL3,347$490,5040.00%-225
Bristol-Myers Squibb Co. BMY8,457$487,2930.00%-50
Welltower Inc. WELL2,132$483,9010.00%+1,950
PayPal Holdings, Inc. PYPL11,074$478,1750.00%-12,328
HCA Healthcare, Inc. HCA1,205$469,8170.00%no change
Williams Companies, Inc. WMB6,245$464,2530.00%no change
General Mills Inc. GIS13,338$464,1620.00%no change
Alnylam Pharmaceuticals Inc ALNY1,533$461,4800.00%no change
Progressive Corp. PGR2,089$456,3410.00%-75
PNC Financial Services Group, Inc. PNC1,847$454,7690.00%-724
3M Co. MMM2,721$440,5570.00%no change
iShares Trust IWR3,979$438,9630.00%+2,400
Cigna Group CI1,566$431,7160.00%no change
iShares Inc. EWJ4,600$429,0420.00%new
Ulta Beauty, Inc. ULTA915$412,6460.00%no change
Lam Research Corp. LRCX940$407,3310.00%-140
BP plc BP11,020$407,1900.00%no change
Wisdomtree Trust DES10,000$406,8000.00%new
Pool Corp. POOL1,875$402,9380.00%no change
iShares Trust IJK3,398$399,2650.00%-1,685
L3Harris Technologies, Inc. LHX1,370$398,1090.00%no change
iShares S&P 500 Value ETF IVE1,747$396,6740.00%-45
Canadian Natural Resources Limited CNQ10,000$395,0000.00%no change
iShares Core S&P Mid-Cap ETF IJH4,935$380,5390.00%no change
Waste Management Inc. WM1,702$379,3410.00%no change
iShares Trust IWS2,259$371,8320.00%no change
Allegion plc ALLE2,640$370,8940.00%no change
Vanguard Small Cap ETF VB1,205$365,2600.00%-19
Expand Energy Corp. EXE4,000$364,7600.00%new
Valaris Ltd. VAL5,000$363,0000.00%no change
Kimberly Clark Corp. KMB3,299$362,1310.00%+500
Janus Detroit STR Trust JAAA7,100$358,4790.00%new
Antero Resources Corp. AR10,000$351,4000.00%no change
Target Corp. TGT2,676$349,5120.00%no change
Jacobs Solutions Inc. J2,745$345,8700.00%no change
iShares Trust DSI2,402$342,0200.00%no change
Yum! Brands, Inc. YUM2,139$341,9400.00%no change
Bank of New York Mellon Corp. BNY2,359$341,1350.00%no change
Lamar Advertising Co. LAMR2,175$339,2570.00%no change
Chipotle Mexican Grill Inc. CMG9,880$335,9200.00%-3,700
Tyler Technologies Inc. TYL1,120$327,5570.00%no change
United Parcel Service Inc. UPS3,014$324,0070.00%-350
Clearway Energy, Inc. CWEN9,475$323,8560.00%new
Dow Inc. DOW11,778$322,2460.00%-844
Global X FDS ARGT3,525$321,8330.00%no change
Vanguard Mid Cap Index ETF VO3,960$319,0570.00%+2,970
Becton Dickinson & Co. BDX2,040$308,7150.00%-1,127
Vanguard Scottsdale FDS VONG2,407$307,6380.00%no change
Franklin Templeton ETF Trust FLIN8,340$296,6540.00%no change
Marsh & McLennan Companies, Inc. MRSH1,769$294,8400.00%-165
AMETEK Inc. AME1,216$294,1990.00%-3,000
iShares Trust IWV675$287,8200.00%-35
Vertiv Holdings Co. VRT850$284,5970.00%no change
iShares Trust ITOT1,729$284,0230.00%no change
Wells Fargo & Company WFC3,433$283,7030.00%-605
American Electric Power Co. Inc. AEP2,065$282,5130.00%no change
Equinix Inc. EQIX268$279,3600.00%-9
M&T Bank Corp. MTB1,155$274,9010.00%no change
Atlantic Union Bankshares Corp. AUB6,473$273,8730.00%no change
Trane Technologies plc TT551$270,6300.00%no change
Select Sector SPDR Trust XLE5,080$269,8000.00%+2,080
Madrigal Pharmaceuticals Inc. MDGL500$268,4750.00%no change
Suncor Energy Inc. SU5,000$268,4000.00%no change
Twilio Inc. TWLO1,295$267,1970.00%no change
Vanguard Scottsdale FDS VONV2,450$260,4600.00%no change
Otis Worldwide Corp. OTIS3,614$258,7630.00%+750
Occidental Petroleum Corp. OXY5,300$257,4210.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported; the largest 300 here.
Read moreChange is shares against its 13F for the quarter before; the 29 it sold out of are in the box above.