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CIK: 0001623678
Total reported value
$500.8M
$500.8M
159 檔
18.4%
In Q4 2024, Plimoth Trust Co LLC's U.S. equity holdings reached a combined market value of $500.8M, distributed across 159 disclosed stock positions.
In Q4 2024, Plimoth Trust Co LLC adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.13% | +0.12% | -0.96% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.59% | -0.39% | -0.67% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.09% | +0.12% | +0.06% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.55% | +0.09% | -0.02% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.26% | +0.33% | -0.36% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.91% | -0.08% | -1.43% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 2.08% | -0.38% | -1.26% | |
| 8 | CRM | Salesforce Inc | Stock-Tech | 1.95% | -0.24% | -1.13% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.91% | -0.19% | +1.69% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.72% | +0.02% | -0.15% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.60% | -0.02% | +1.65% | |
| 12 | AMAT | Applied Materials Inc | Stock-Tech | 1.48% | +1.66% | +0.63% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.46% | -0.11% | -0.77% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 1.44% | -0.05% | +0.49% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.38% | -0.39% | -3.60% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.35% | -0.56% | +0.34% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.31% | -0.14% | +0.21% | |
| 18 | PGX | Invesco Preferred ETF | ETF-Other | 1.31% | -0.08% | -4.81% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.30% | -0.27% | -1.16% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.28% | +0.05% | -1.43% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.23% | -0.13% | +1.07% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 1.17% | +0.55% | -0.17% | |
| 23 | CB | Chubb Limited | Stock-Financials | 1.13% | -0.08% | -0.46% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.06% | -0.17% | +0.85% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.06% | -0.17% | -0.74% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 1.05% | +0.26% | -8.54% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | +0.37% | +0.84% | |
| 28 | IQLT | Ishares Msci International Q | ETF-Other | 1.04% | -0.06% | +4.61% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.02% | -0.13% | -0.93% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.99% | +0.05% | +0.33% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.98% | +0.07% | -3.50% | |
| 32 | SYK | Stryker CORP | Stock-Healthcare | 0.97% | -0.10% | +0.63% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.93% | +0.01% | -1.79% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.93% | — | -1.29% | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 0.91% | -0.04% | +1.96% | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.90% | -0.39% | +1.56% | |
| 37 | DUK | Duke Energy CORP | Stock-Utilities | 0.89% | -0.15% | -0.16% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.89% | -0.04% | -1.72% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.87% | -0.12% | -0.62% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.86% | -0.02% | -2.37% | |
| 41 | LIN | Linde plc | Stock-Materials | 0.83% | -0.04% | +0.21% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.82% | -0.19% | -4.12% | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.76% | -0.02% | +0.49% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.75% | -0.16% | +0.29% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.74% | -0.08% | +3.46% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.72% | +0.02% | -1.13% | |
| 47 | EMR | Emerson Electric Co | Stock-Industrials | 0.72% | — | -0.06% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.70% | — | +1.06% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.07% | +0.57% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.68% | -0.08% | -2.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.6% | -0.02% | Trim |
| 2 | AAPL | Apple Inc | +0.6% | -0.96% | Trim |
| 3 | NVDA | Nvidia CORP | +0.5% | +0.06% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.36% | Trim |
| 5 | CRM | Salesforce Inc | +0.4% | -1.13% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.4% | -1.43% | Trim |
| 7 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | +0.3% | -0.15% | Trim |
| 9 | WMT | Walmart Inc | +0.2% | -1.26% | Trim |
| 10 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | NEW | New buy |
| 11 | BAC | Bank Of America CORP | +0.1% | +0.33% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +0.57% | Add |
| 13 | EMR | Emerson Electric Co | +0.1% | -0.06% | Trim |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | +0.08% | Add |
| 15 | DIS | Walt Disney Co/the | +0.1% | -2.35% | Trim |
| 16 | DRI | Darden Restaurants Inc | +0.1% | +1.07% | Add |
| 17 | MSFT | Microsoft CORP | 0% | -0.67% | Trim |
| 18 | MCD | Mcdonald's CORP | -0.1% | -1.16% | Trim |
| 19 | CVX | Chevron CORP | -0.1% | -3.60% | Trim |
| 20 | IQLT | Ishares Msci International Q | -0.1% | +4.61% | Add |
| 21 | CAT | Caterpillar Inc | -0.1% | -0.17% | Trim |
| 22 | GE | General Electric | -0.1% | — | Unchanged |
| 23 | PFE | Pfizer Inc | -0.1% | -7.75% | Trim |
| 24 | MDT | Medtronic plc | -0.1% | -18.73% | Trim |
| 25 | CI | THE Cigna Group | -0.1% | EXIT | Sold out |
| 26 | PSA | Public Storage | -0.1% | — | Unchanged |
| 27 | REGN | Regeneron Pharmaceuticals | -0.1% | — | Unchanged |
| 28 | MCHP | Microchip Technology Inc | -0.1% | -0.42% | Trim |
| 29 | LOW | Lowe's Cos Inc | -0.1% | -0.93% | Trim |
| 30 | VNQ | Vanguard Real Estate ETF | -0.1% | +1.65% | Add |
| 31 | ABBV | Abbvie Inc | -0.1% | -1.29% | Trim |
| 32 | XOM | Exxon Mobil CORP | -0.1% | +0.34% | Add |
| 33 | LIN | Linde plc | -0.1% | +0.21% | Add |
| 34 | QCOM | Qualcomm Inc | -0.1% | +0.49% | Add |
| 35 | ADBE | Adobe Inc | -0.1% | +1.96% | Add |
| 36 | LMT | Lockheed Martin CORP | -0.1% | -0.35% | Trim |
| 37 | NKE | Nike Inc -cl B | -0.1% | -3.79% | Trim |
| 38 | LLY | Eli Lilly & Co | -0.1% | +0.84% | Add |
| 39 | VZ | Verizon Communications Inc | -0.1% | -4.12% | Trim |
| 40 | MRK | Merck & Co. Inc. | -0.1% | +1.07% | Add |
| 41 | JNJ | Johnson & Johnson | -0.1% | +0.21% | Add |
| 42 | KO | Coca-cola Co/the | -0.1% | -1.72% | Trim |
| 43 | AMGN | Amgen Inc | -0.1% | +3.46% | Add |
| 44 | PGX | Invesco Preferred ETF | -0.1% | -4.81% | Trim |
| 45 | INTC | Intel CORP | -0.1% | -9.34% | Trim |
| 46 | NEE | Nextera Energy Inc | -0.2% | +0.85% | Add |
| 47 | UNH | Unitedhealth Group Inc | -0.2% | -1.43% | Trim |
| 48 | BLKCHF | Blackrock Inc | -0.3% | EXIT | Sold out |
| 49 | CVS | Cvs Health CORP | -0.3% | -24.35% | Trim |
| 50 | AMAT | Applied Materials Inc | -0.3% | +0.63% | Add |
According to official SEC Form 13F filings, Plimoth Trust Co LLC reported a total U.S. public equity portfolio value of $500.8M across 159 disclosed positions in Q4 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.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 18.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $1.1M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $1.0M
During Q4 2024, Plimoth Trust Co LLC's top holdings by market value included AAPL (7.1%)、MSFT (5.6%)、NVDA (4.1%). The largest single position, AAPL, represented 7.1% of total portfolio value.
In Q4 2024, Plimoth Trust Co LLC made 47 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 26 holdings, and fully liquidating 2 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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