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Institutional

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

CIK 0000932974
$9.98B
Reported AUM
560
Positions
Q1 2026
Period
2026-04-13
Filed

Editorial summary

Summary for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA · Q1 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q1 2026

GOOGL$916.3MMA$687.7MMSFT$683.4MAMZN$535.1MSYKAAPLINTUNVDATJXDHRTMOCOSTOther$4.54BLL

Top holdings· first 500 of 560

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1GOOGLALPHABET INC$335.21-0.45%76.18%131.67%$916.3M9.18%HELD
2MAMASTERCARD INC$578.952.77%1.24%67.59%$687.7M6.89%HELD
3MSFTMICROSOFT CORP$435.1711.43%-24.89%34.54%$683.4M6.85%HELD
4AMZNAMAZON.COM$233.092.84%5.54%30.60%$535.1M5.36%HELD
5SYKSTRYKER CORP$350.83-0.40%-6.40%33.06%$389.6M3.90%HELD
6AAPLAPPLE INC$333.11-1.50%67.77%128.17%$372.1M3.73%HELD
7INTUINTUIT$316.93-4.86%-57.09%-39.66%$355.8M3.57%HELD
8NVDANVIDIA CORP$192.211.16%9.52%751.61%$342.7M3.43%HELD
9TJXTJX COMPANIES INC$159.29-1.45%27.39%133.67%$341.0M3.42%HELD
10DHRDANAHER CORP SHS BEN INT$195.11-0.70%0.43%-29.94%$314.7M3.15%HELD
11TMOTHERMO FISHER SCIENTIFIC INC$568.60-1.36%24.95%5.34%$263.5M2.64%HELD
12COSTCOSTCO WHOLESALE CORP NEW$955.56-1.90%2.82%125.57%$238.0M2.39%HELD
13AMTAMERICAN TOWER CORP$179.23-0.02%-15.13%-30.64%$218.1M2.19%HELD
14PHPARKER-HANNIFIN CORP$968.041.78%35.00%241.48%$201.7M2.02%HELD
15NXPINXP SEMICONDUCTORS$249.323.46%16.84%22.57%$197.7M1.98%HELD
16EOGEOG RESOURCES$144.15-1.23%29.51%173.71%$189.3M1.90%HELD
17VVISA INC$365.00-1.01%9.62%67.02%$181.1M1.82%HELD
18METAMETA PLATFORMS INC CL A$532.52-9.07%-21.66%55.72%$166.6M1.67%HELD
19ABTABBOTT LABORATORIES$105.50-2.31%-12.22%-4.75%$161.9M1.62%HELD
20CNICANADIAN NATIONAL RAILWAY$130.700.66%42.42%21.73%$140.0M1.40%HELD
21FISVFISERV INC$54.47-2.08%-58.89%-52.77%$140.0M1.40%HELD
22NOWSERVICENOW INC$112.01-3.24%-36.70%-10.07%$139.8M1.40%HELD
23SNPSSYNOPSYS INC$378.531.30%-39.60%12.48%$126.9M1.27%HELD
24ADPAUTOMATIC DATA PROCESSING$265.17-3.00%-6.48%45.94%$114.4M1.15%HELD
25BRK/BBERKSHIRE HATHAWAY INC$111.9M1.12%HELD
26VEEVVEEVA SYSTEMS INC$202.03-2.83%-28.19%-39.14%$111.2M1.11%HELD
27CHDCHURCH & DWIGHT CO$98.35-1.51%7.61%26.32%$104.6M1.05%HELD
28PAYCPAYCOM SOFTWARE INC$162.75-3.65%-24.70%-64.56%$87.4M0.88%HELD
29QCOMQUALCOMM INC$149.08-4.24%7.27%18.23%$85.0M0.85%HELD
30HDHOME DEPOT INC$335.69-0.76%-7.06%17.45%$82.8M0.83%HELD
31SBUXSTARBUCKS CORP$105.751.54%$81.9M0.82%HELD
32ASMLASM LITHOGRAPHY HLDG N V$1635.795.49%$80.3M0.80%HELD
33LOWLOWES COMPANIES$213.14-1.18%$76.4M0.77%HELD
34PMPHILIP MORRIS INTERNATIONAL$195.15-1.66%$76.1M0.76%HELD
35ADIANALOG DEVICES CORP$364.573.17%$70.6M0.71%HELD
36IDXXIDEXX LABS$561.33-1.48%$68.9M0.69%HELD
37ORLYO'REILLY AUTOMOTIVE INC$87.82-3.11%$67.4M0.68%HELD
38ADBEADOBE SYSTEMS INC$254.78-3.28%$61.5M0.62%HELD
39JNJJOHNSON & JOHNSON$258.72-2.56%$61.1M0.61%HELD
40PGPROCTER & GAMBLE CO$144.20-1.30%$60.2M0.60%HELD
41WEXWEX INC$185.54-1.52%$59.8M0.60%HELD
42GOOGALPHABET INC$334.00-0.52%$56.8M0.57%HELD
43UNPUNION PACIFIC$292.400.07%$56.7M0.57%HELD
44XOMEXXON MOBIL CORP$155.24-0.96%$56.5M0.57%HELD
45REGNREGENERON PHAR$705.261.41%$54.2M0.54%HELD
46CSLCARLISLE COS INC$360.707.82%$46.2M0.46%HELD
47MRKMERCK & CO INC$127.67-2.06%$40.9M0.41%HELD
48DKSDICKS SPORTING GOODS INC$201.90-1.99%$38.8M0.39%HELD
49VLTOVERALTO CORPORATION$99.640.82%$38.7M0.39%HELD
50BRBROADRIDGE FINANCIAL SOLUTIONS$155.59-2.27%$38.2M0.38%HELD
51LLYLILLY (ELI) & CO$1210.02-0.87%$36.8M0.37%HELD
52MCDMCDONALDS CORP$271.05-0.17%$32.4M0.32%HELD
53NKENIKE INC CLASS B$41.93-2.98%$30.6M0.31%HELD
54ROSTROSS STORES INC$250.12-0.73%$28.9M0.29%HELD
55PEPPEPSICO INC$141.70-1.25%$26.5M0.27%HELD
56ROPROPER INDUSTRIES INC$393.11-3.67%$23.4M0.23%HELD
57CBTCABOT CORP$87.25-4.67%$21.3M0.21%HELD
58CRMSALESFORCE.COM$182.01-3.38%$21.3M0.21%HELD
59TTDTRADE DESK INC$18.50-3.09%$18.5M0.19%HELD
60AMGNAMGEN INC$380.52-1.84%$17.7M0.18%HELD
61MSCIMSCI INC$582.72-0.03%$16.6M0.17%HELD
62ECLECOLAB INC$282.36-0.47%$16.5M0.17%HELD
63ACNACCENTURE PLC$166.01-4.14%$16.4M0.16%HELD
64RTXRTX CORP$212.94-1.07%$14.1M0.14%HELD
65JPMJP MORGAN CHASE & CO$348.311.04%$14.1M0.14%HELD
66ALGNALIGN TECHNOLOGY INC$176.09-2.22%$13.3M0.13%HELD
67ABBVABBVIE INC$257.17-2.33%$13.1M0.13%HELD
68ANETARISTA NETWORKS INC$166.355.30%$12.9M0.13%HELD
69CVXCHEVRON CORP$189.91-1.02%$12.8M0.13%HELD
70WSOWATSCO INC$315.11-1.53%$12.0M0.12%HELD
71AVGOBROADCOM INC$379.112.37%$11.3M0.11%HELD
72GLDSPDR GOLD TRUST$374.270.86%$10.7M0.11%HELD
73ITWILLINOIS TOOL WORKS$291.11-0.46%$9.7M0.10%HELD
74HDBHDFC BANK LTD-ADR$24.110.33%$9.6M0.10%HELD
75WMTWAL-MART STORES INC$112.44-1.55%$8.8M0.09%HELD
76ROKROCKWELL AUTOMATION$472.582.87%$8.5M0.08%HELD
77SPYSPDR$735.400.81%$8.1M0.08%HELD
78KOCOCA-COLA CO$87.89-1.33%$7.9M0.08%HELD
79DEDEERE & CO$594.22-2.74%$7.0M0.07%HELD
80CLCOLGATE PALMOLIVE CO$92.39-1.18%$6.9M0.07%HELD
81TKRTIMKEN CO$135.272.31%$6.5M0.06%HELD
82COPCONOCOPHILLIPS INC$116.88-1.00%$6.2M0.06%HELD
83VTIVANGUARD$363.370.82%$6.1M0.06%HELD
84APDAIR PRODUCTS & CHEMICALS INC$309.455.16%$6.1M0.06%HELD
85NEENEXTERA ENERGY INC$88.960.56%$5.2M0.05%HELD
86CTASCINTAS CORP$209.24-3.36%$5.0M0.05%HELD
87CMICUMMINS INC$627.063.48%$4.6M0.05%HELD
88NSCNORFOLK SOUTHERN CORP$335.18-0.17%$4.4M0.04%HELD
89GEGE AEROSPACE$350.51-0.03%$4.4M0.04%HELD
90HONHONEYWELL INTL INC COM$241.380.11%$4.3M0.04%HELD
91CBCHUBB LTD$358.42-0.96%$4.1M0.04%HELD
92CSCOCISCO SYSTEMS$111.87-0.54%$4.0M0.04%HELD
93NVONOVO-NORDISK A/S ADR$50.74-1.64%$4.0M0.04%HELD
94NFLXNETFLIX INC$71.16-3.35%$3.8M0.04%HELD
95DISWALT DISNEY PRODUCTIONS$98.48-0.41%$3.8M0.04%HELD
96STTSTATE STREET CORP$177.710.95%$3.8M0.04%HELD
97SPGIS&P GLOBAL INC$418.01-0.39%$3.8M0.04%HELD
98QQQINVESCO$674.291.90%$3.7M0.04%HELD
99MSMORGAN STANLEY$206.891.85%$3.6M0.04%HELD
100GLWCORNING INC$133.347.49%$3.3M0.03%HELD
101VIGVANGUARD$3.2M0.03%HELD
102ISRGINTUITIVE SURGICAL INC$3.1M0.03%HELD
103IBMINTL BUSINESS MACHINES CORP$3.1M0.03%HELD
104HASIHA SUSTAINABLE$3.1M0.03%HELD
105BRK/ABERKSHIRE HATHAWAY INC$2.9M0.03%HELD
106INTCINTEL CORP$2.8M0.03%HELD
107COFCAPITAL ONE FINANCIAL$2.7M0.03%HELD
108VOOVANGUARD$2.7M0.03%HELD
109MDYSPDR$2.6M0.03%HELD
110BACBANK OF AMERICA CORP$2.5M0.03%HELD
111ULUNILEVER PLC SPONSORED ADR$2.5M0.02%HELD
112BKNGBOOKING HOLDINGS INC$2.4M0.02%HELD
113LMTLOCKHEED MARTIN CORP$2.4M0.02%HELD
114PAYXPAYCHEX INC$2.4M0.02%HELD
115GEVGE VERNOVA INC$2.4M0.02%HELD
116EWEDWARDS LIFESCIENCE CORP$2.3M0.02%HELD
117IWFISHARES$2.2M0.02%HELD
118VMIVALMONT INDUSTRIES INC$2.1M0.02%HELD
119GILGILDAN ACTIVEWEAR INC$2.1M0.02%HELD
120AAEQALPHA ARCHITECT$2.1M0.02%HELD
121FDSFACTSET RESEARCH SYSTEMS INC$2.1M0.02%HELD
122IWOISHARES$2.0M0.02%HELD
123IVVISHARES$2.0M0.02%HELD
124TSLATESLA MOTORS INC$2.0M0.02%HELD
125JKHYJACK HENRY & ASSOCIATES INC$1.9M0.02%HELD
126ZTSZOETIS INC$1.8M0.02%HELD
127GNRCGENERAC HOLDINGS INC$1.8M0.02%HELD
128AXPAMERICAN EXPRESS CO$1.8M0.02%HELD
129TDGTRANSDIGM GROUP INC COM$1.7M0.02%HELD
130VRTXVERTEX PHARMACEUTICALS$1.7M0.02%HELD
131PFEPFIZER$1.6M0.02%HELD
132HSYTHE HERSHEY COMPANY$1.6M0.02%HELD
133ABNBAIRBNB INC CL A$1.6M0.02%HELD
134IWDISHARES$1.6M0.02%HELD
135VUSBVANGUARD$1.6M0.02%HELD
136LINLINDE PLC$1.5M0.01%HELD
137OZKBANK OZK$1.5M0.01%HELD
138SHELROYAL DUTCH SHELL PLC$1.5M0.01%HELD
139MELIMERCADOLIBRE INC$1.5M0.01%HELD
140BXTHE BLACKSTONE GROUP INC$1.4M0.01%HELD
141SYYSYSCO CORP$1.4M0.01%HELD
142CATCATERPILLAR INC$1.4M0.01%HELD
143KKRKKR & CO$1.4M0.01%HELD
144AMDADVANCE MICRO DEVICES$1.4M0.01%HELD
145TXNTEXAS INSTRUMENTS INC$1.3M0.01%HELD
146EMREMERSON ELECTRIC CO$1.2M0.01%HELD
147AERAERCAP HOLDINGS NV$1.2M0.01%HELD
148VZVERIZON$1.2M0.01%HELD
149RNRRENAISSANCERE HOLDINGS LTD$1.2M0.01%HELD
150VEAVANGUARD$1.2M0.01%HELD
151MCKMCKESSON CORP$1.1M0.01%HELD
152IWNISHARES$1.1M0.01%HELD
153EFVISHARES$1.1M0.01%HELD
154QQNITY ELECTRONICS INC$1.1M0.01%HELD
155FNFFIDELITY NATIONAL FINANCIAL$1.1M0.01%HELD
156FASTFASTENAL CO$1.1M0.01%HELD
157NVSNOVARTIS AG ADR$1.1M0.01%HELD
158IVWISHARES$1.1M0.01%HELD
159BIIBBIOGEN IDEC INC$1.1M0.01%HELD
160AWKAMERICAN WATER WORKS CO INC$1.1M0.01%HELD
161SPGSIMON PROPERTIES GROUP (NEW)$1.1M0.01%HELD
162PYPLPAYPAL HOLDINGS INC$1.1M0.01%HELD
163WWDWOODWARD INC COM$1.0M0.01%HELD
164GILDGILEAD SCIENCES$1.0M0.01%HELD
165XYLXYLEM INC$1.0M0.01%HELD
166ENBENBRIDGE INC$1.0M0.01%HELD
167AMEAMETEK INC NEW$990K0.01%HELD
168MTDMETTLER TOLEDO INTL$970K0.01%HELD
169SCHWCHARLES SCHWAB CORP NEW$969K0.01%HELD
170RBARB GLOBAL INC$963K0.01%HELD
171APHAMPHENOL CORP$961K0.01%HELD
172BALLBALL CORP$942K0.01%HELD
173VUGVANGUARD$925K0.01%HELD
174XPOXPO LOGISTICS INC$919K0.01%HELD
175VEUVANGUARD$912K0.01%HELD
176SNOWSNOWFLAKE INC CL A$896K0.01%HELD
177LINDLINDBLAD EXPEDITIONS HOLDINGS$891K0.01%HELD
178IWMISHARES$888K0.01%HELD
179LHLABCORP HOLDINGS INC$879K0.01%HELD
180CTVACORTEVA INC$865K0.01%HELD
181ACGLARCH CAPITAL GROUP LTD$861K0.01%HELD
182DDDUPONT DE NEMOURS INC$859K0.01%HELD
183CCITIGROUP INC$856K0.01%HELD
184TELTE$850K0.01%HELD
185DCIDONALDSON CO INC$845K0.01%HELD
186CCICROWN CASTLE INTL CORP$845K0.01%HELD
187MDLZMONDELEZ INTERNATIONAL INC$837K0.01%HELD
188MKCMCCORMICK & COMPANY$837K0.01%HELD
189ESGVVANGUARD$819K0.01%HELD
190SUNBSUNBELT RENTAL HOLDINGS INC$815K0.01%HELD
191OMCOMNICOM GROUP INC$812K0.01%HELD
192DOVDOVER CORP$809K0.01%HELD
193MCOMOODYS CORP$808K0.01%HELD
194FANGDIAMONDBACK$781K0.01%HELD
195BNBROOKFIELD CORPORATION$739K0.01%HELD
196WMGWARNER MUSIC GROUP CORP$738K0.01%HELD
197PPGPPG INDUSTRIES INC$734K0.01%HELD
198SPOTSPOTIFY TECH$722K0.01%HELD
199HASHASBRO INC$715K0.01%HELD
200MOALTRIA GROUP INC$705K0.01%HELD
201WPCW P CAREY INC$699K0.01%HELD
202KLACKLA CORPORATION$697K0.01%HELD
203EFAISHARES$690K0.01%HELD
204AMATAPPLIED MATERIALS INC$686K0.01%HELD
205XLKSTATE STREET$671K0.01%HELD
206BABOEING CO$666K0.01%HELD
207MDTMEDTRONIC PLC$661K0.01%HELD
208UNHUNITEDHEALTH GROUP INC$656K0.01%HELD
209VTVVANGUARD$655K0.01%HELD
210RSRELIANCE STEEL & ALUMINUM$644K0.01%HELD
211COKECOCA COLA BOTTLING$635K0.01%HELD
212RSPINVESCO$634K0.01%HELD
213IQVIQVIA HOLDINGS INC$612K0.01%HELD
214IJRISHARES$607K0.01%HELD
215AFLAFLAC INC$601K0.01%HELD
216HCAHCA HEALTHCARE INC$597K0.01%HELD
217OTEXOPEN TEXT CORP$584K0.01%HELD
218PANWPALO ALTO NETWORKS INC$583K0.01%HELD
219CCJCAMECO CORP$580K0.01%HELD
220XLVSTATE STREET$580K0.01%HELD
221AAGILENT TECHNOLOGIES$578K0.01%HELD
222FTVFORTIVE CORP$576K0.01%HELD
223PNCPNC FINANCIAL CORP$569K0.01%HELD
224FSLRFIRST SOLAR INC$565K0.01%HELD
225SHWSHERWIN WILLIAMS CO$565K0.01%HELD
226TMUST-MOBILE US INC$563K0.01%HELD
227DIASPDR$554K0.01%HELD
228IEFAISHARES$552K0.01%HELD
229CMCSACOMCAST CORP$547K0.01%HELD
230DBJPXTRACKERS$541K0.01%HELD
231PSXPHILLIPS 66$539K0.01%HELD
232IJKISHARES$535K0.01%HELD
233BPBP PLC SPONSORED ADR$512K0.01%HELD
234BMYBRISTOL-MYERS SQUIBB CO$499K0.00%HELD
235ALNYALNYLAM PHARMACEUTICALS$494K0.00%HELD
236ORCLORACLE CORP COM$493K0.00%HELD
237DOWDOW INC$492K0.00%HELD
238BDXBECTON DICKINSON$488K0.00%HELD
239VALVALARIS LTD$488K0.00%HELD
240CARRCARRIER GLOBAL CORP$485K0.00%HELD
241LHXL3HARRIS TECHNOLOGIES INC$484K0.00%HELD
242ULTAULTA BEAUTY INC$476K0.00%HELD
243GISGENERAL MILLS INC$475K0.00%HELD
244CNQCANADIAN NATURAL RESOURCES LTD$464K0.00%HELD
245CMGCHIPOTLE MEXICAN GRILL$463K0.00%HELD
246WMBWILLIAMS COMPANIES$454K0.00%HELD
247CBRECBRE GROUP INC$442K0.00%HELD
248SWKSTANLEY BLACK & DECKER INC$433K0.00%HELD
249TSCOTRACTOR SUPPLY CO$426K0.00%HELD
250CICIGNA CORPORATION$425K0.00%HELD
251PGRPROGRESSIVE CORP OHIO$420K0.00%HELD
252BLKBLACKROCK INC$416K0.00%HELD
253MMM3M COMPANY$409K0.00%HELD
254TSMTAIWAN SEMICONDUCTER ADR$408K0.00%HELD
255CDNSCADENCE DESIGN SYSTEMS INC$405K0.00%HELD
256WTSWATTS WATER TECHNOLOGIES INC$404K0.00%HELD
257POOLPOOL CORP$403K0.00%HELD
258MRVLMARVELL TECHNOLOGY INC$391K0.00%HELD
259WMWASTE MANAGEMENT INC$391K0.00%HELD
260IVEISHARES$386K0.00%HELD
261ALLEALLEGION PLC$382K0.00%HELD
262ARANTERO RESOURCES CORP$379K0.00%HELD
263INGRINGREDION INC$378K0.00%HELD
264TYLTYLER TECHNOLOGIES INC$355K0.00%HELD
265IJHISHARES$348K0.00%HELD
266YUMYUM! BRANDS$346K0.00%HELD
267WMT2WELLS FARGO & CO (NEW)$345K0.00%HELD
268IWSISHARES$342K0.00%HELD
269UPSUNITED PARCEL SERVICE$342K0.00%HELD
270JJACOBS SOLUTIONS INC$337K0.00%HELD
271VBVANGUARD$333K0.00%HELD
272ARGTGLOBAL X MSCI ARGENTINA ETF$332K0.00%HELD
273TGTTARGET CORP$326K0.00%HELD
274MRSHMARSH & MCLENNAN COMPANIES INC$325K0.00%HELD
275SUSUNCOR ENERGY INC NEW$322K0.00%HELD
276OXYOCCIDENTAL PETROLEUM CORP$307K0.00%HELD
277DSIISHARES$303K0.00%HELD
278BKBANK OF NEW YORK MELLON CORP$301K0.00%HELD
279MGYMAGNOLIA OIL & GAS CORP$299K0.00%HELD
280FLINFRANKLIN FTSE INDIA ETF$294K0.00%HELD
281VOVANGUARD$294K0.00%HELD
282LAMRLAMAR ADVERTISING CO$290K0.00%HELD
283PENPENUMBRA INC$290K0.00%HELD
284EQIXEQUINIX INC$285K0.00%HELD
285LRCXLAM RESEARCH CORP$285K0.00%HELD
286BTUPEABODY ENERGY$283K0.00%HELD
287AEPAMERICAN ELECTRIC POWER INC$281K0.00%HELD
288GDGENERAL DYNAMICS CORP$277K0.00%HELD
289VONGVANGUARD$276K0.00%HELD
290IWVISHARES$275K0.00%HELD
291KMBKIMBERLY-CLARK CORP$272K0.00%HELD
292MDGLMADRIGAL PHARMACEUTICALS INC$260K0.00%HELD
293BAMBROOKFIELD ASSET MANAGEMENT LTD$257K0.00%HELD
294ITOTISHARES$257K0.00%HELD
295SOSOUTHERN CO$257K0.00%HELD
296TTTRANE TECHNOLOGIES PLC$257K0.00%HELD
297EDCONSOLIDATED EDISON INC$256K0.00%HELD
298MTBM & T BANK CORP$254K0.00%HELD
299VRTVERTIV HOLDINGS A$251K0.00%HELD
300AUBATLANTIC UNION BANKSHARES CORP$246K0.00%HELD
301VONVVANGUARD$239K0.00%HELD
302OTISOTIS WORLDWIDE CORPORATION$229K0.00%HELD
303IJJISHARES$227K0.00%HELD
304GSGOLDMAN SACHS$226K0.00%HELD
305FFORD MOTOR CO$224K0.00%HELD
306ETNEATON CORP$222K0.00%HELD
307OKEONEOK INC (NEW)$218K0.00%HELD
308TRVTHE TRAVELERS COMPANIES$217K0.00%HELD
309IJTISHARES$205K0.00%HELD
310EBAYEBAY INC$204K0.00%HELD
311PODDINSULET CORP$203K0.00%HELD
312DDOMINION ENERGY INC$203K0.00%HELD
313IBDTISHARES$202K0.00%HELD
314RRCRANGE RES CORP$200K0.00%HELD
315KNSLKINSALE CAP GROUP$192K0.00%HELD
316ADSKAUTODESK INC$190K0.00%HELD
317DVNDEVON ENERGY CORP NEW$183K0.00%HELD
318NTRSNORTHERN TRUST CORP$183K0.00%HELD
319DBEUXTRACKERS$182K0.00%HELD
320CPCANADIAN PACIFIC KANSAS CITY LTD$180K0.00%HELD
321AZOAUTOZONE INC$178K0.00%HELD
322DISVDIMENSIONAL$176K0.00%HELD
323VCRVANGUARD$173K0.00%HELD
324TEAMATLASSIAN CORP CLASS A$171K0.00%HELD
325NEMNEWMONT MINING CORP$171K0.00%HELD
326VGTVANGUARD$171K0.00%HELD
327XLESTATE STREET$171K0.00%HELD
328NUENUCOR CORP$170K0.00%HELD
329ULSUL SOLUTIONS INC CL A$169K0.00%HELD
330HIGHARTFORD INSURANCE GROUP INC$167K0.00%HELD
331HUBBHUBBELL INC$167K0.00%HELD
332USBUS BANCORP$164K0.00%HELD
333CORCENCORA INC$160K0.00%HELD
334BBTBEACON FINANCIAL CORP$160K0.00%HELD
335KDPKEURIG DR PEPPER INC$159K0.00%HELD
336VGITVANGUARD$159K0.00%HELD
337IWRISHARES$159K0.00%HELD
338UBERUBER TECHNOLOGIES INC$159K0.00%HELD
339HPQHP INC$158K0.00%HELD
340QUREQUANTA$158K0.00%HELD
341TRPTC ENERGY CORPORATION$157K0.00%HELD
342WATWATERS CORP$154K0.00%HELD
343TWLOTWILIO INC$152K0.00%HELD
344ARKKARK$148K0.00%HELD
345MTUSMETALLUS INC$148K0.00%HELD
346IWPISHARES$146K0.00%HELD
347BTIBRITISH AMERICAN TOBACCO$146K0.00%HELD
348CINFCINCINNATI FINANCIAL CORP$144K0.00%HELD
349XELXCEL ENERGY INC COM$140K0.00%HELD
350AVYAVERY DENNISON CORP$140K0.00%HELD
351CARAVIS BUDGET GROUP INC$135K0.00%HELD
352ARKWARK$134K0.00%HELD
353CHKPCHECK POINT SOFTWARE TECH LTD$131K0.00%HELD
354SOLSSOLSTICE ADVANCED MATERIALS INC$131K0.00%HELD
355VRSNVERISIGN$130K0.00%HELD
356MMYTMAKEMYTRIP LTD$126K0.00%HELD
357FDXFEDEX CORP$125K0.00%HELD
358CEGCONSTELLATION ENERGY CORP$125K0.00%HELD
359ESGUISHARES$123K0.00%HELD
360TTETOTAL ENERGIES SE$123K0.00%HELD
361ATRAPTARGROUP INC$121K0.00%HELD
362CSXCSX CORP$120K0.00%HELD
363SHOPSHOPIFY INC$116K0.00%HELD
364ELESTEE LAUDER COMPANIES$114K0.00%HELD
365ALLALLSTATE INSURANCE$114K0.00%HELD
366CWCURTISS-WRIGHT CORPORATION$114K0.00%HELD
367MICCMAGNUM ICE CREAM CO NV$113K0.00%HELD
368VWOVANGUARD$113K0.00%HELD
369IXUSISHARES$113K0.00%HELD
370TDTORONTO-DOMINION BANK$113K0.00%HELD
371UBCPUNITED BANCORP INC$112K0.00%HELD
372GEHCGE HEALTHCARE TECHNOLOGIES INC$112K0.00%HELD
373WDCWESTERN DIGITAL CORP$111K0.00%HELD
374RIVNRIVIAN AUTOMOTIVE INC$110K0.00%HELD
375SBRSABINE ROYALTY TRUST$109K0.00%HELD
376GMGENERAL MOTORS CO$104K0.00%HELD
377IEMGISHARES$104K0.00%HELD
378AJGGALLAGHER (ARTHUR J)$104K0.00%HELD
379MNROMONRO MUFFLER & BRAKE INC$102K0.00%HELD
380HPEHEWLETT PACKARD ENTERPRISE CO$102K0.00%HELD
381NOCNORTHROP GRUMMAN CORP$101K0.00%HELD
382FEFIRSTENERGY CORP$99K0.00%HELD
383CPNGCOUPANG INC$99K0.00%HELD
384WYWEYERHAEUSER$99K0.00%HELD
385EMLEASTERN CO$98K0.00%HELD
386VLOVALERO ENERGY CORP$96K0.00%HELD
387AVAVAEROVIRONMENT INC$90K0.00%HELD
388SJMSMUCKER J M CO$90K0.00%HELD
389EFGISHARES$89K0.00%HELD
390GWWGRAINGER (WW) INC$88K0.00%HELD
391PFGPRINCIPAL FINANCIAL GROUP INC$87K0.00%HELD
392MCHPMICROCHIP TECHNOLOGY INC$86K0.00%HELD
393MDBMONGODB INC$86K0.00%HELD
394VSTVISTRA ENERGY CORP$85K0.00%HELD
395DXCMDEXCOM INC$85K0.00%HELD
396LNGCHENIERE ENERGY INC$85K0.00%HELD
397SRESEMPRA ENERGY$79K0.00%HELD
398NTESNETEASE INC SPONSORED ADR$79K0.00%HELD
399STZCONSTELLATION BRANDS CL A$78K0.00%HELD
400KVUEKENVUE INC$77K0.00%HELD
401BSXBOSTON SCIENTIFIC CORP$76K0.00%HELD
402CVSCVS HEALTH CORP$75K0.00%HELD
403COGTCOGENT BIOSCIENCES$73K0.00%HELD
404TWTRADEWEB MARKETS INC$67K0.00%HELD
405MARMARRIOTT INTL INC$67K0.00%HELD
406IGSBISHARES$67K0.00%HELD
407XBISPDR$65K0.00%HELD
408SHMSPDR$65K0.00%HELD
409EFORASGN INC$64K0.00%HELD
410APPAPPLOVIN CORP$64K0.00%HELD
411NXTNEXTRACKER INC CLASS A$59K0.00%HELD
412SEDGSOLAREDGE TECHNOLOGIES INC$58K0.00%HELD
413PRUPRUDENTIAL FINANCIAL INC$58K0.00%HELD
414SOLVSOLVENTUM CORPORATION$58K0.00%HELD
415AMTMAMENTUM$57K0.00%HELD
416TOLTOLL BROTHERS$57K0.00%HELD
417EEMISHARES$57K0.00%HELD
418LNCLINCOLN NATIONAL CORP$57K0.00%HELD
419ARMARM HOLDINGS PLC$56K0.00%HELD
420ENPHENPHASE ENERGY$55K0.00%HELD
421AONAON PLC CLASS A$54K0.00%HELD
422WBDWARNER BROS DISCOVERY INC$52K0.00%HELD
423NVTNVENT$52K0.00%HELD
424RALRALLIANT CORPORATION$51K0.00%HELD
425SIRISIRIUS XM$50K0.00%HELD
426VNLAJANUS HENDERSON$49K0.00%HELD
427ESEVERSOURCE ENERGY$49K0.00%HELD
428IBDRISHARES$48K0.00%HELD
429PRGSPROGRESS SOFTWARE$48K0.00%HELD
430BF/ABROWN FORMAN CORP$47K0.00%HELD
431GSKGLAXOSMITHKLINE PLC ADR$44K0.00%HELD
432SPIBSPDR$44K0.00%HELD
433VTRVENTAS INC$42K0.00%HELD
434OREALTY INCOME CORPORATION$42K0.00%HELD
435JPSTJPMORGAN$42K0.00%HELD
436KAIKADANT INC$42K0.00%HELD
437UGIUGI CORP NEW$42K0.00%HELD
438PLTRPALANTIR TECHNOLOGIES INC$42K0.00%HELD
439BCPCBALCHEM CORP$40K0.00%HELD
440LLYVKLIBERTY LIVE HOLDINGS INC$38K0.00%HELD
441WELLWELLTOWER INC$38K0.00%HELD
442HALHALLIBURTON CO$37K0.00%HELD
443CASYCASEYS GENERAL STORE INC$37K0.00%HELD
444ELVELEVANCE HEALTH INC$36K0.00%HELD
445PHYSSPROTT PHYSICAL GOLD TRUST$36K0.00%HELD
446KIMKIMCO REALTY CORP$35K0.00%HELD
447FTNTFORTINET INC$35K0.00%HELD
448WMSADVANCED DRAINAGE SYSTEMS INC$34K0.00%HELD
449VTRSVIATRIS INC$34K0.00%HELD
450SPHQINVESCO$34K0.00%HELD
451NETCLOUDFLARE INC CL A$33K0.00%HELD
452QSRRESTAURANT BRANDS$33K0.00%HELD
453OXY/WSOCCIDENTAL PETROLEUM CORP$33K0.00%HELD
454PGCPEAPACK-GLADSTONE FINANCIAL$32K0.00%HELD
455JBHTHUNT J B TRANS SVCS INC$31K0.00%HELD
456SLBSCHLUMBERGER LTD$30K0.00%HELD
457CMECME GROUP INC$30K0.00%HELD
458AMLXAMYLYX PHARMACEUTICALS INC$29K0.00%HELD
459FWONKLIBERTY MEDIA CORPORATION$29K0.00%HELD
460PEOADAMS NATURAL RESOURCES FUND INC$29K0.00%HELD
461FGF&G ANNUITIES & LIFE INC$29K0.00%HELD
462NTAPNETAPP INC$29K0.00%HELD
463DELLDELL TECHNOLOGIES INC$29K0.00%HELD
464AAXJISHARES$28K0.00%HELD
465JBLJABIL CIRCUIT INC$28K0.00%HELD
466SWKSSKYWORKS SOLUTIONS INC$28K0.00%HELD
467TTEKTETRA TECH INC$27K0.00%HELD
468MIRMMIRUM PHARMACEUTICALS$26K0.00%HELD
469STLDSTEEL DYNAMICS, INC.$26K0.00%HELD
470TRGPTARGA RESOURCES CORP$26K0.00%HELD
471IBBISHARES$25K0.00%HELD
472BKRBAKER HUGHES COMPANY$25K0.00%HELD
473CDZICADIZ INC$25K0.00%HELD
474VSTMVERASTEM INC$24K0.00%HELD
475TKOTKO GROUP HOLDINGS, INC.$24K0.00%HELD
476ICEINTERCONTINENTAL EXCHANGE GROUP$24K0.00%HELD
477BF/BBROWN FORMAN CORP$24K0.00%HELD
478PCGPG&E CORP$23K0.00%HELD
479ACWIISHARES$23K0.00%HELD
480KMIKINDER MORGAN INC CLASS P$23K0.00%HELD
481DUKDUKE ENERGY CORP$22K0.00%HELD
482HUMHUMANA INC$22K0.00%HELD
483FMSFRESENIUS MEDICAL CARE AG$22K0.00%HELD
484TFCTRUIST FINANCIAL CORP$22K0.00%HELD
485COOCOOPER COS INC$21K0.00%HELD
486EXPDEXPEDITORS INTL WASH INC$21K0.00%HELD
487BAXBAXTER INTERNATIONAL INC$21K0.00%HELD
488BABAALIBABA GROUP$21K0.00%HELD
489CPAYCORPAY, INC.$21K0.00%HELD
490ONONON HOLDING AG CL A$20K0.00%HELD
491IRMIRON MTN INC$19K0.00%HELD
492SCZISHARES$19K0.00%HELD
493EPDENTERPRISE PRODUCTS PARTNERS LP$19K0.00%HELD
494BNTXBIONTECH SE ADR$18K0.00%HELD
495VDEVANGUARD$17K0.00%HELD
496KRKROGER CO$17K0.00%HELD
497DGDOLLAR GEN CORP NEW COM$17K0.00%HELD
498LULULULULEMON ATHLETICA INC$16K0.00%HELD
499LLYVALIBERTY LIVE HOLDINGS INC$16K0.00%HELD
500APTVAPTIV PLC$16K0.00%HELD

Source: SEC EDGAR · accession 0000932974-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.