Long-term investor
Loring Wolcott & Coolidge Fiduciary Advisors LLP @loringwolcottcoolidgefid
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000932974).
Record
- Tracked since 2025-06-30 (446 days), 29 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -6.5% · all -6.5%
- Max drawdown n/a · win rate 27% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 9.8% · long · since 2025-06-30
- MA · 6.9% · long · since 2025-06-30
- MSFT · 6.7% · long · since 2025-06-30
- AMZN · 5.2% · long · since 2025-06-30
- AAPL · 4.1% · long · since 2025-06-30
- NVDA · 3.7% · long · since 2025-06-30
- SYK · 3.5% · long · since 2025-06-30
- 235851102 · 3.1% · long · since 2025-06-30
- TJX · 3.0% · long · since 2025-06-30
- INTU · 2.6% · long · since 2025-06-30
- NXPI · 2.6% · long · since 2025-06-30
- TMO · 2.4% · long · since 2025-06-30