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CIK: 0001623678
Total reported value
$500.8M
$500.8M
156 檔
16.9%
As reported in its official Q2 2024 Form 13F filing, Plimoth Trust Co LLC's tracked investment portfolio stood at $500.8M with 156 total positions.
During Q2 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 AAPL, MSFT, NVDA) accounted for 16.9% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.23% | +0.12% | -3.41% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.97% | -0.39% | -5.00% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.85% | +0.12% | +900.46% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.32% | +0.33% | -1.54% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.20% | +0.09% | -0.86% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.86% | -0.08% | -5.42% | |
| 7 | AMAT | Applied Materials Inc | Stock-Tech | 2.19% | +1.66% | -13.27% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.93% | -0.19% | -1.54% | |
| 9 | QCOM | Qualcomm Inc | Stock-Tech | 1.83% | -0.05% | -4.87% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.80% | -0.38% | -1.88% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.60% | -0.39% | -2.69% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.60% | -0.02% | -2.49% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.57% | -0.24% | +3.16% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.53% | +0.37% | -3.47% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.53% | -0.11% | -7.22% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.51% | -0.13% | -1.69% | |
| 17 | PGX | Invesco Preferred ETF | ETF-Other | 1.50% | -0.08% | -3.53% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.37% | -0.14% | +2.50% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.35% | +0.05% | +9.58% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.34% | -0.56% | +11.74% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.32% | +0.02% | +1.16% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.25% | -0.27% | -1.74% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 1.16% | -0.04% | +3.86% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.13% | -0.17% | +3.15% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 1.13% | +0.55% | -0.78% | |
| 26 | CB | Chubb Limited | Stock-Financials | 1.12% | -0.08% | -0.74% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.07% | -0.04% | -1.95% | |
| 28 | IQLT | Ishares Msci International Q | ETF-Other | 1.06% | -0.06% | +0.98% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 1.06% | +0.26% | -1.07% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 1.03% | -0.17% | +0.44% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.01% | -0.13% | -8.58% | |
| 32 | ETN | Eaton Corporation plc | Stock-Industrials | 1.00% | +0.07% | -10.95% | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.99% | -0.19% | -2.91% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.99% | — | -17.73% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.97% | +0.05% | -1.48% | |
| 36 | LIN | Linde plc | Stock-Materials | 0.96% | -0.04% | +1.53% | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.86% | -0.10% | +0.35% | |
| 38 | DUK | Duke Energy CORP | Stock-Utilities | 0.86% | -0.15% | +1.29% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.86% | -0.02% | -1.38% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.85% | -0.12% | +1.78% | |
| 41 | INTC | Intel CORP | Stock-Tech | 0.78% | +0.10% | +2.00% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.77% | +0.01% | -1.32% | |
| 43 | CVS | Cvs Health CORP | Stock-Healthcare | 0.73% | +0.01% | +0.37% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.73% | -0.16% | -1.61% | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.73% | -0.39% | -1.80% | |
| 46 | DE | Deere & Co | Stock-Industrials | 0.70% | -0.02% | +3.31% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.70% | — | +0.62% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.07% | -2.79% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.63% | -0.08% | +55.90% | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.63% | -0.01% | +0.25% |
According to official SEC Form 13F filings, Plimoth Trust Co LLC reported a total U.S. public equity portfolio value of $500.8M across 156 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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During Q2 2024, Plimoth Trust Co LLC's top holdings by market value included AAPL (6.2%)、MSFT (6.0%)、NVDA (3.9%). The largest single position, AAPL, represented 6.2% of total portfolio value.
In Q2 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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