0001598011-22-000002.txt : 20220512 0001598011-22-000002.hdr.sgml : 20220512 20220512171927 ACCESSION NUMBER: 0001598011-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220512 DATE AS OF CHANGE: 20220512 EFFECTIVENESS DATE: 20220512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Moreno Evelyn V CENTRAL INDEX KEY: 0001598011 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15768 FILM NUMBER: 22919046 MAIL ADDRESS: STREET 1: C/O NIXON PEABODY STREET 2: 53 STATE STREET CITY: BOSTON STATE: MA ZIP: 02109-2835 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001598011 XXXXXXXX 03-31-2022 03-31-2022 Moreno Evelyn V

C/O NIXON PEABODY 53 STATE STREET BOSTON MA 02109-2835

13F COMBINATION REPORT 028-15768 0000932974 028-04578 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA N Dennis Kushmerek 617-345-6136 Dennis Kushmerek Boston MA 05-12-2022 0 109 494012 false INFORMATION TABLE 2 13F20220331EVM.xml EVM 1Q 2022 Abbott Laboratories Com 002824100 540 4560 SH SOLE 0 3510 0 1050 AbbVie Inc Com 00287Y109 419 2586 SH SOLE 0 2586 0 0 Adobe Inc Com 00724F101 4773 10475 SH SOLE 0 10360 0 115 Aegon NV ADR Com 007924103 62 11691 SH SOLE 0 11691 0 0 Air Products & Chemicals Inc Com 009158106 535 2140 SH SOLE 0 1840 0 300 Alphabet Inc Cl C Com 02079K107 17576 6293 SH SOLE 0 6271 0 22 Alphabet Inc Cl A Com 02079K305 8021 2884 SH SOLE 0 2884 0 0 Amazon.com Inc Com 023135106 17692 5427 SH SOLE 0 5417 0 10 American Tower Corp Com 03027X100 4885 19447 SH SOLE 0 19447 0 0 Apple Inc Com 037833100 40723 233225 SH SOLE 0 233225 0 0 Applied Materials Inc Com 038222105 258 1961 SH SOLE 0 1961 0 0 Automatic Data Processing Inc Com 053015103 657 2886 SH SOLE 0 2461 0 425 BCE Inc Com 05534B760 255 4597 SH SOLE 0 4597 0 0 Banco Bilbao Vizcaya Argentaria Sponsored ADR Com 05946K101 67 11738 SH SOLE 0 11738 0 0 Bank of America Corp Com 060505104 10172 246765 SH SOLE 0 246765 0 0 Berkshire Hathaway Inc Cl A Com 084670108 1587 3 SH SOLE 0 3 0 0 Berkshire Hathaway Inc Cl B Com 084670702 3116 8830 SH SOLE 0 8830 0 0 Blackrock Inc Com 09247X101 7370 9644 SH SOLE 0 9644 0 0 Booking Holdings Inc Com 09857L108 9706 4133 SH SOLE 0 4133 0 0 Bristol-Myers Squibb Co Com 110122108 277 3787 SH SOLE 0 3787 0 0 CVS Health Corporation Com 126650100 10110 99895 SH SOLE 0 99895 0 0 Canadian National Railway Co Com 136375102 229 1706 SH SOLE 0 1046 0 660 Canadian Pacific Railway Ltd Com 13645T100 260 3146 SH SOLE 0 3146 0 0 Celanese Corporation Com 150870103 635 4445 SH SOLE 0 4445 0 0 Cisco Systems Inc Com 17275R102 259 4645 SH SOLE 0 3745 0 900 Coca-Cola Co Com 191216100 7528 121412 SH SOLE 0 121412 0 0 Comcast Corp New Cl A Com 20030N101 8489 181310 SH SOLE 0 181310 0 0 Copart Inc Com 217204106 295 2351 SH SOLE 0 2351 0 0 Costco Wholesale Corp Com 22160K105 1775 3083 SH SOLE 0 3083 0 0 Danaher Corp Com 235851102 11814 40275 SH SOLE 0 40275 0 0 Deere & Co Com 244199105 6937 16696 SH SOLE 0 16696 0 0 Diageo PLC Com 25243Q205 839 4130 SH SOLE 0 3880 0 250 Walt Disney Co (The) Com 254687106 5179 37757 SH SOLE 0 37707 0 50 Discover Financial Services Com 254709108 219 1991 SH SOLE 0 1991 0 0 Dollar General Corp Com 256677105 290 1304 SH SOLE 0 1304 0 0 Edison International Com 281020107 382 5450 SH SOLE 0 5450 0 0 Equinix Inc Com 29444U700 255 344 SH SOLE 0 344 0 0 Essential Utilities Inc Com 29670G102 211 4118 SH SOLE 0 4118 0 0 Meta Platforms Inc Com 30303M102 6856 30832 SH SOLE 0 30832 0 0 Fleetcor Technologies Inc Com 339041105 238 954 SH SOLE 0 954 0 0 General Dynamics Corp Com 369550108 5508 22837 SH SOLE 0 22837 0 0 W W Grainger Inc Com 384802104 1057 2050 SH SOLE 0 2050 0 0 HCA Healthcare Inc Com 40412C101 253 1011 SH SOLE 0 1011 0 0 Halliburton Co Com 406216101 284 7509 SH SOLE 0 7509 0 0 Hess Corporation Com 42809H107 285 2663 SH SOLE 0 2663 0 0 Home Depot Inc Com 437076102 4046 13517 SH SOLE 0 13517 0 0 Hubbell Inc Com 443510607 4675 25440 SH SOLE 0 25440 0 0 J B Hunt Transport Services Inc Com 445658107 308 1535 SH SOLE 0 1535 0 0 Illinois Tool Works Inc Com 452308109 391 1865 SH SOLE 0 1865 0 0 Ingersoll-Rand Inc Com 45687V106 327 6491 SH SOLE 0 6491 0 0 Intel Corp Com 458140100 7759 156566 SH SOLE 0 156366 0 200 Intercontinental Exchange Inc Com 45866F104 9088 68783 SH SOLE 0 68783 0 0 iShares MSCI Emerging Markets ETF Com 464287234 1039 23020 SH SOLE 0 23020 0 0 iShares MSCI EAFE ETF Com 464287465 9947 135152 SH SOLE 0 135152 0 0 iShares Russell 2000 ETF Com 464287655 3329 16217 SH SOLE 0 16217 0 0 iShares Core S&P Small Cap ETF Com 464287804 10949 101497 SH SOLE 0 101497 0 0 JPMorgan Chase & Co Com 46625H100 10577 77593 SH SOLE 0 77593 0 0 Johnson & Johnson Com 478160104 841 4746 SH SOLE 0 4321 0 425 KLA Corp Com 482480100 391 1068 SH SOLE 0 1068 0 0 Kroger Co Com 501044101 301 5255 SH SOLE 0 5255 0 0 Estee Lauder Companies Inc Cl A Com 518439104 7294 26786 SH SOLE 0 26786 0 0 Lilly Eli & Co Com 532457108 619 2161 SH SOLE 0 2011 0 150 Lowe's Cos Inc Com 548661107 2660 13157 SH SOLE 0 13057 0 100 Mastercard Inc Cl A Com 57636Q104 9438 26409 SH SOLE 0 26409 0 0 McDonald's Corp Com 580135101 282 1140 SH SOLE 0 765 0 375 Merck & Co Inc Com 58933Y105 2853 34776 SH SOLE 0 34601 0 175 Microsoft Corporation Com 594918104 30532 99029 SH SOLE 0 98584 0 445 Netflix Inc Com 64110L106 202 540 SH SOLE 0 540 0 0 NextEra Energy Inc Com 65339F101 5693 67204 SH SOLE 0 67204 0 0 Nike Inc Cl B Com 654106103 3258 24212 SH SOLE 0 24212 0 0 Nokia Corp Sponsored ADR Com 654902204 61 11148 SH SOLE 0 11148 0 0 Nomura Holdings Inc Sponsored ADR Com 65535H208 81 19307 SH SOLE 0 19307 0 0 Novartis AG Sponsored ADR Com 66987V109 9293 105902 SH SOLE 0 105327 0 575 Novo Nordisk A/S Sponsored ADR Com 670100205 471 4239 SH SOLE 0 3989 0 250 NVIDIA Corp Com 67066G104 12104 44360 SH SOLE 0 44360 0 0 Oracle Corp Com 68389X105 916 11073 SH SOLE 0 11073 0 0 Palo Alto Networks Inc Com 697435105 7703 12374 SH SOLE 0 12374 0 0 PayPal Holdings Inc Com 70450Y103 3662 31665 SH SOLE 0 31665 0 0 Pembina Pipeline Corp Com 706327103 343 9125 SH SOLE 0 9125 0 0 PepsiCo Inc Com 713448108 8862 52947 SH SOLE 0 52622 0 325 Procter & Gamble Co Com 742718109 9274 60692 SH SOLE 0 60332 0 360 Regions Financial Corp Com 7591EP100 260 11685 SH SOLE 0 11685 0 0 RELX PLC Sponsored ADR Com 759530108 353 11353 SH SOLE 0 11353 0 0 Rockwell Automation Inc Com 773903109 9166 32731 SH SOLE 0 32731 0 0 Roper Technologies Inc Com 776696106 6283 13306 SH SOLE 0 13306 0 0 Royal Bank of Canada Com 780087102 328 2976 SH SOLE 0 2976 0 0 SPDR S&P 500 ETF Com 78462F103 3256 7210 SH SOLE 0 7210 0 0 SPDR S&P MidCap 400 ETF Com 78467Y107 28628 58370 SH SOLE 0 58370 0 0 SVB Financial Group Com 78486Q101 272 487 SH SOLE 0 487 0 0 Salesforce Inc Com 79466L302 9658 45486 SH SOLE 0 45486 0 0 Henry Schein Inc Com 806407102 292 3350 SH SOLE 0 3350 0 0 Energy Select Sector SPDR ETF Com 81369Y506 248 3250 SH SOLE 0 3250 0 0 Starbucks Corp Com 855244109 272 2995 SH SOLE 0 2845 0 150 ST Microelectronics N Y Registry Shs Com 861012102 233 5402 SH SOLE 0 5402 0 0 Stryker Corp Com 863667101 11050 41331 SH SOLE 0 40930 0 401 Sumitomo Mitsui Financial Group Inc Com 86562M209 73 11577 SH SOLE 0 11577 0 0 TJX Companies Inc Com 872540109 6200 102341 SH SOLE 0 102341 0 0 Targa Resources Corp Com 87612G101 305 4039 SH SOLE 0 4039 0 0 Tenaris SA Sponsored ADR Com 88031M109 460 15310 SH SOLE 0 15310 0 0 Tesla Inc Com 88160R101 997 925 SH SOLE 0 925 0 0 Thermo Fisher Scientific Inc Com 883556102 3017 5108 SH SOLE 0 4933 0 175 Travelers Companies Inc Com 89417E109 7755 42439 SH SOLE 0 42439 0 0 US Bancorp Com 902973304 5055 95107 SH SOLE 0 95107 0 0 Unilever PLC Sponsored ADR New Com 904767704 260 5702 SH SOLE 0 4452 0 1250 UnitedHealth Group Inc Com 91324P102 357 701 SH SOLE 0 701 0 0 Waste Management Inc Com 94106L109 10601 66883 SH SOLE 0 66883 0 0 Zoetis Inc Com 98978V103 958 5081 SH SOLE 0 5081 0 0 Medtronic PLC Com G5960L103 8658 78033 SH SOLE 0 77758 0 275 ASML Holdings NV NY Registry Shs New 2012 Com N07059210 570 854 SH SOLE 0 854 0 0