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CIK: 0001623678
Total reported value
$500.8M
$500.8M
157 檔
15.0%
In Q1 2024, Plimoth Trust Co LLC's U.S. equity holdings reached a combined market value of $500.8M, distributed across 157 disclosed stock positions.
During Q1 2024, Plimoth Trust Co LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 15.0% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.91% | -0.39% | -0.42% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.24% | +0.12% | +0.30% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.01% | +0.09% | +0.19% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.99% | -0.08% | -3.76% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.81% | +0.12% | +4.76% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.79% | +0.33% | +6.17% | |
| 7 | AMAT | Applied Materials Inc | Stock-Tech | 2.20% | +1.66% | -3.92% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.98% | -0.19% | +5.85% | |
| 9 | CRM | Salesforce Inc | Stock-Tech | 1.78% | -0.24% | +2.29% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.69% | -0.02% | -0.25% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.66% | -0.39% | -8.87% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.63% | -0.13% | -2.06% | |
| 13 | QCOM | Qualcomm Inc | Stock-Tech | 1.63% | -0.05% | -12.17% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.63% | -0.38% | +195.61% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.61% | -0.11% | -3.09% | |
| 16 | PGX | Invesco Preferred ETF | ETF-Other | 1.59% | -0.08% | +3.78% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.44% | -0.14% | +4.63% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.41% | -0.27% | -4.56% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.38% | +0.02% | +7.60% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.36% | +0.37% | -6.86% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 1.28% | — | -7.02% | |
| 22 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.27% | -0.13% | -1.75% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.25% | +0.55% | -3.68% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.21% | -0.56% | +32.92% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.20% | +0.05% | +3.62% | |
| 26 | CB | Chubb Limited | Stock-Financials | 1.14% | -0.08% | -0.86% | |
| 27 | ETN | Eaton Corporation plc | Stock-Industrials | 1.12% | +0.07% | -8.65% | |
| 28 | INTC | Intel CORP | Stock-Tech | 1.09% | +0.10% | -1.90% | |
| 29 | IQLT | Ishares Msci International Q | ETF-Other | 1.07% | -0.06% | -0.11% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.05% | -0.04% | +1.76% | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.04% | -0.19% | -7.46% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 1.01% | -0.04% | +16.66% | |
| 33 | LIN | Linde plc | Stock-Materials | 1.00% | -0.04% | +0.98% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.99% | -0.17% | +3.66% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.99% | -0.17% | +7.26% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.99% | +0.26% | -0.57% | |
| 37 | CVS | Cvs Health CORP | Stock-Healthcare | 0.99% | +0.01% | +2.05% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.97% | -0.02% | -4.64% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.93% | +0.05% | -0.53% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.91% | -0.12% | -0.85% | |
| 41 | SYK | Stryker CORP | Stock-Healthcare | 0.90% | -0.10% | -1.32% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.86% | +0.01% | -1.51% | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.82% | -0.15% | +2.39% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.76% | -0.08% | -2.81% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.76% | — | +1.13% | |
| 46 | DE | Deere & Co | Stock-Industrials | 0.75% | -0.02% | +16.39% | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.70% | -0.12% | +24.57% | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.68% | -0.16% | +4.66% | |
| 49 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.68% | -0.01% | -0.12% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.68% | -0.39% | +7.67% |
According to official SEC Form 13F filings, Plimoth Trust Co LLC reported a total U.S. public equity portfolio value of $500.8M across 157 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2024, Plimoth Trust Co LLC's top holdings by market value included MSFT (5.9%)、AAPL (5.2%)、AMZN (3.0%). The largest single position, MSFT, represented 5.9% of total portfolio value.
In Q1 2024, Plimoth Trust Co LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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