Free Trial

Plimoth Trust Co LLC Top Holdings and 13F Report (2025)

About Plimoth Trust Co LLC

Investment Activity

  • Plimoth Trust Co LLC has $383.89 million in total holdings as of March 31, 2025.
  • Plimoth Trust Co LLC owns shares of 160 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
  • Approximately 6.11% of the portfolio was purchased this quarter.
  • About 5.67% of the portfolio was sold this quarter.
  • This quarter, Plimoth Trust Co LLC has purchased 159 new stocks and bought additional shares in 60 stocks.
  • Plimoth Trust Co LLC sold shares of 85 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Apple
$23,845,878
Microsoft
$20,501,925
NVIDIA
$14,461,793
Amazon.com
$11,967,354

Largest New Holdings this Quarter

11135F101 - Broadcom
$2,862,384 Holding
125523100 - The Cigna Group
$1,472,604 Holding
464287440 - iShares 7-10 Year Treasury Bond ETF
$229,365 Holding
81369Y100 - Materials Select Sector SPDR Fund
$218,218 Holding
257651109 - Donaldson
$201,180 Holding

Largest Purchases this Quarter

Broadcom
17,096 shares (about $2.86M)
Meta Platforms
3,998 shares (about $2.30M)
Eli Lilly and Company
2,542 shares (about $2.10M)
NVIDIA
14,936 shares (about $1.62M)
The Cigna Group
4,476 shares (about $1.47M)

Largest Sales this Quarter

CVS Health
24,901 shares (about $1.69M)
Intel
71,264 shares (about $1.62M)
Vanguard Real Estate ETF
17,680 shares (about $1.60M)
Salesforce
4,456 shares (about $1.20M)
Walmart
12,119 shares (about $1.06M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPlimoth Trust Co LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$23,845,878$771,902 -3.1%107,3516.2%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$20,501,925$1,122,041 5.8%54,6155.3%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$14,461,793$1,618,764 12.6%133,4363.8%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$11,967,354$19,977 -0.2%62,9003.1%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$11,234,250$350,779 -3.0%45,7982.9%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$9,988,352$375,930 -3.6%64,5912.6%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$7,185,513$1,358,775 23.3%60,4181.9%Energy
Visa Inc. stock logo
V
Visa
$7,138,871$293,686 -4.0%20,3701.9%Business Services
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$6,946,756$627,252 -8.3%70,2261.8%Finance
Walmart Inc. stock logo
WMT
Walmart
$6,807,851$1,063,927 -13.5%77,5471.8%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$6,452,835$2,099,463 48.2%7,8131.7%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$5,867,254$11,775 0.2%35,3791.5%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$5,682,144$90,493 -1.6%33,3421.5%Consumer Staples
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$5,664,983$71,889 1.3%36,8791.5%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$5,469,286$25,302 0.5%17,5091.4%Retail/Wholesale
Chevron Co. stock logo
CVX
Chevron
$5,458,505$755,314 -12.2%32,6291.4%Energy
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$5,283,374$969,746 22.5%133,1161.4%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$5,126,364$18,140 -0.4%35,3251.3%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$4,910,183$1,195,812 -19.6%18,2971.3%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$4,908,167$586,582 13.6%54,6811.3%Medical
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$4,791,053$175,301 -3.5%427,0101.2%ETF
RTX Co. stock logo
RTX
RTX
$4,786,839$59,872 1.3%36,1381.2%Aerospace
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$4,736,056$1,600,747 -25.3%52,3091.2%ETF
Chubb Limited stock logo
CB
Chubb
$4,690,509$129,252 -2.7%15,5321.2%Finance
AT&T Inc. stock logo
T
AT&T
$4,617,955$288,937 6.7%163,2941.2%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$4,273,801$892,994 -17.3%8,1601.1%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$4,247,599$4,609 -0.1%20,2731.1%Medical
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$4,241,925$610,974 16.8%20,5441.1%ETF
Duke Energy Co. stock logo
DUK
Duke Energy
$4,032,084$117,823 3.0%33,0581.1%Utilities
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$3,991,674$99,600 -2.4%56,3081.0%Utilities
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$3,848,062$107,053 2.9%16,4991.0%Retail/Wholesale
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,817,105$308,033 -7.5%11,5741.0%Industrials
Bank of America Co. stock logo
BAC
Bank of America
$3,727,324$75,323 2.1%89,3201.0%Finance
The Coca-Cola Company stock logo
KO
Coca-Cola
$3,696,308$272,156 -6.9%51,6101.0%Consumer Staples
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$3,586,767$642,739 21.8%29,4480.9%Retail/Wholesale
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$3,475,032$519,325 -13.0%26,1970.9%Medical
Amgen Inc. stock logo
AMGN
Amgen
$3,357,263$103,123 -3.0%10,7760.9%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,209,173$2,304,288 254.6%5,5680.8%Computer and Technology
Linde Plc
$3,159,833$454,465 -12.6%6,7860.8%Com
Adobe Inc. stock logo
ADBE
Adobe
$3,151,849$93,581 3.1%8,2180.8%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$3,148,607$20,387 0.7%11,5830.8%Industrials
Stryker Co. stock logo
SYK
Stryker
$3,094,887$797,732 -20.5%8,3140.8%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,082,573$467,605 17.9%5,7880.8%Finance
International Business Machines Co. stock logo
IBM
International Business Machines
$3,075,924$1,022,490 -24.9%12,3700.8%Computer and Technology
Union Pacific Co. stock logo
UNP
Union Pacific
$2,950,402$107,017 3.8%12,4890.8%Transportation
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$2,914,652$685,208 -19.0%64,2560.8%Computer and Technology
Deere & Company stock logo
DE
Deere & Company
$2,901,521$379,235 -11.6%6,1820.8%Industrials
Broadcom Inc. stock logo
AVGO
Broadcom
$2,862,384$2,862,384 New Holding17,0960.7%Computer and Technology
GE Aerospace stock logo
GE
GE Aerospace
$2,767,274$153,715 5.9%13,8260.7%Industrials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,760,545$170,782 6.6%18,4110.7%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$2,748,675$417,432 -13.2%7,5000.7%Retail/Wholesale
American Express stock logo
AXP
American Express
$2,643,147$101,701 4.0%9,8240.7%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$2,603,311$269,846 11.6%26,3760.7%Consumer Discretionary
Emerson Electric Co. stock logo
EMR
Emerson Electric
$2,519,966$46,378 1.9%22,9840.7%Industrials
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$2,416,392$238,172 -9.0%9,0600.6%Computer and Technology
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$2,371,583$193,872 8.9%5,3090.6%Aerospace
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$2,329,405$202,150 -8.0%11,2120.6%Retail/Wholesale
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,264,918$101,610 4.7%4,1460.6%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$2,228,152$21,872 1.0%14,2620.6%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$2,123,101$517,426 32.2%42,6240.6%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,120,541$59,242 -2.7%34,3630.6%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$2,038,660$135,339 7.1%32,1150.5%Consumer Discretionary
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,936,288$488,016 33.7%7,4870.5%ETF
iShares MSCI Emerging Markets Min Vol Factor ETF stock logo
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
$1,848,270$95,561 5.5%31,6810.5%ETF
Accenture plc stock logo
ACN
Accenture
$1,844,780$108,278 6.2%5,9120.5%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,819,875$645,190 54.9%10,6650.5%Computer and Technology
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,716,056$298,883 21.1%11,7530.4%ETF
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$1,706,002$447,055 35.5%9,2960.4%Consumer Staples
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$1,679,604$135,703 -7.5%27,5390.4%Medical
Sysco Co. stock logo
SYY
Sysco
$1,479,338$244,705 -14.2%19,7140.4%Consumer Staples
The Cigna Group stock logo
CI
The Cigna Group
$1,472,604$1,472,604 New Holding4,4760.4%Medical
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$1,427,341$315,122 -18.1%12,9770.4%Transportation
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$1,424,871$219,181 18.2%7,2160.4%Finance
WisdomTree International Equity Fund stock logo
DWM
WisdomTree International Equity Fund
$1,416,769$4,943 0.4%24,3620.4%Finance
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$1,381,164$230,419 20.0%14,3200.4%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$1,324,649$113,270 -7.9%52,2750.3%Medical
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$1,317,237$16,588 -1.2%11,9110.3%Utilities
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$1,314,895$118,478 9.9%4,9720.3%Finance
Comcast Co. stock logo
CMCSA
Comcast
$1,303,382$591,249 -31.2%35,3220.3%Consumer Discretionary
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,223,036$17,110 -1.4%4,0030.3%Business Services
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$1,217,116$194,770 19.1%9,2860.3%ETF
The Toronto-Dominion Bank stock logo
TD
Toronto-Dominion Bank
$1,214,205$63,536 -5.0%20,2570.3%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,211,234$221,375 22.4%11,5830.3%ETF
Global X U.S. Preferred ETF stock logo
PFFD
Global X U.S. Preferred ETF
$1,195,236$120,885 -9.2%62,7750.3%ETF
GE Vernova Inc
$1,073,059$72,046 7.2%3,5150.3%Com
Blackrock Funding, Inc.
$999,483$2,839 -0.3%1,0560.3%Com
Philip Morris International Inc. stock logo
PM
Philip Morris International
$954,761$54,762 -5.4%6,0150.2%Consumer Staples
The Southern Company stock logo
SO
Southern
$920,603$21,608 -2.3%10,0120.2%Utilities
Honeywell International Inc. stock logo
HON
Honeywell International
$915,819$13,340 -1.4%4,3250.2%Multi-Sector Conglomerates
Altria Group, Inc. stock logo
MO
Altria Group
$908,703$28,510 -3.0%15,1400.2%Consumer Staples
Entergy Corporation stock logo
ETR
Entergy
$908,331$39,753 -4.2%10,6250.2%Utilities
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$898,207$72,605 8.8%10,9980.2%ETF
Target Co. stock logo
TGT
Target
$896,139$121,475 -11.9%8,5870.2%Retail/Wholesale
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$888,6210.0%10,3280.2%Business Services
MetLife, Inc. stock logo
MET
MetLife
$887,044$14,452 -1.6%11,0480.2%Finance
Public Storage stock logo
PSA
Public Storage
$875,423$589,003 -40.2%2,9250.2%Finance
Medtronic plc stock logo
MDT
Medtronic
$872,900$98,936 12.8%9,7140.2%Medical
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$798,4420.0%10.2%Finance
Truist Financial Co. stock logo
TFC
Truist Financial
$797,364$46,911 -5.6%19,3770.2%Finance
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$783,790$19,049 -2.4%6,9950.2%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data