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CIK: 0001623678
Total reported value
$500.8M
$500.8M
164 檔
19.6%
According to the latest 13F quarterly dataset, Plimoth Trust Co LLC managed an equity portfolio of $500.8M at the end of Q2 2025, spanning 164 distinct U.S. exchange-listed positions.
In Q2 2025, Plimoth Trust Co LLC displayed an active expansion posture, initiating 5 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.48% | -0.39% | -0.50% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.34% | +0.12% | +1.08% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.09% | +0.12% | +0.72% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.42% | +0.09% | +3.38% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.16% | -0.08% | -0.65% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.77% | +0.33% | +1.54% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 1.82% | -0.38% | -0.11% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.79% | +0.02% | +3.43% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.73% | -0.19% | +3.42% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.58% | -0.56% | +1.21% | |
| 11 | AMAT | Applied Materials Inc | Stock-Tech | 1.55% | +1.66% | +0.03% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.53% | +0.37% | +4.70% | |
| 13 | QCOM | Qualcomm Inc | Stock-Tech | 1.47% | -0.05% | +4.21% | |
| 14 | IQLT | Ishares Msci International Q | ETF-Other | 1.39% | -0.06% | +0.51% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.35% | -0.14% | +4.56% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.27% | -0.17% | +0.35% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.24% | -0.11% | -2.47% | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 1.23% | -0.24% | +3.10% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.23% | +0.20% | +8.63% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.23% | -0.27% | +0.05% | |
| 21 | PGX | Invesco Preferred ETF | ETF-Other | 1.21% | -0.08% | +6.15% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 1.16% | +0.26% | -7.28% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.15% | -0.13% | +10.35% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.14% | -0.07% | +15.46% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.14% | -0.39% | +1.48% | |
| 26 | T | At&t Inc | Stock-Comm Services | 1.13% | -0.39% | -0.33% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 1.11% | +0.55% | +2.59% | |
| 28 | CB | Chubb Limited | Stock-Financials | 1.08% | -0.08% | -0.37% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 1.04% | +0.05% | +2.21% | |
| 30 | ETN | Eaton Corporation plc | Stock-Industrials | 1.03% | +0.07% | +3.39% | |
| 31 | DUK | Duke Energy CORP | Stock-Utilities | 0.96% | -0.15% | +2.26% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.95% | -0.17% | +1.62% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.89% | — | -1.03% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.89% | -0.13% | +1.47% | |
| 35 | AXP | American Express Co | Stock-Financials | 0.87% | +0.02% | +15.99% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.87% | -0.04% | -0.55% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.87% | -0.12% | +1.46% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.86% | +0.01% | -1.74% | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.86% | -0.16% | -1.67% | |
| 40 | GE | General Electric | Stock-Industrials | 0.85% | +0.10% | -0.18% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.84% | -0.08% | +7.03% | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 0.81% | -0.04% | +6.02% | |
| 43 | SYK | Stryker CORP | Stock-Healthcare | 0.80% | -0.10% | +0.83% | |
| 44 | LIN | Linde plc | Stock-Materials | 0.77% | -0.04% | +0.41% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.77% | +0.03% | +8.95% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.76% | -0.08% | +5.79% | |
| 47 | EMR | Emerson Electric Co | Stock-Industrials | 0.75% | — | +2.57% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.75% | -0.02% | -33.05% | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.74% | -0.02% | -2.41% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.05% | +8.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +0.72% | Add |
| 2 | MSFT | Microsoft CORP | +1.1% | -0.50% | Trim |
| 3 | AVGO | Broadcom Inc | +0.5% | +8.63% | Add |
| 4 | AMZN | Amazon.com Inc | +0.3% | +3.38% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +15.46% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | -0.65% | Trim |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | NEW | New buy |
| 8 | AMAT | Applied Materials Inc | +0.2% | +0.03% | Add |
| 9 | ETN | Eaton Corporation plc | +0.2% | +3.39% | Add |
| 10 | AXP | American Express Co | +0.2% | +15.99% | Add |
| 11 | GS | Goldman Sachs Group Inc | +0.2% | +8.95% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.54% | Add |
| 13 | DIS | Walt Disney Co/the | +0.2% | +7.03% | Add |
| 14 | GEV | GE Vernova Inc | +0.2% | -0.43% | Trim |
| 15 | GE | General Electric | +0.1% | -0.18% | Trim |
| 16 | PANW | Palo Alto Networks Inc | +0.1% | +14.17% | Add |
| 17 | CAT | Caterpillar Inc | +0.1% | +2.59% | Add |
| 18 | EMR | Emerson Electric Co | +0.1% | +2.57% | Add |
| 19 | IWF | Ishares Russell 1000 Growth | +0.1% | NEW | New buy |
| 20 | EFA | Ishares Msci Eafe ETF | +0.1% | NEW | New buy |
| 21 | BAC | Bank Of America CORP | +0.1% | +2.21% | Add |
| 22 | USB | US Bancorp | +0.1% | NEW | New buy |
| 23 | XLK | Ss Technology Select Sector | +0.1% | -7.28% | Trim |
| 24 | IBM | Intl Business Machines CORP | +0.1% | -1.74% | Trim |
| 25 | EW | Edwards Lifesciences CORP | +0.1% | NEW | New buy |
| 26 | WMT | Walmart Inc | +0.1% | -0.11% | Trim |
| 27 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 28 | MCHP | Microchip Technology Inc | +0.1% | -0.81% | Trim |
| 29 | GOOG | Alphabet Inc-cl C | 0% | +2.49% | Add |
| 30 | NKE | Nike Inc -cl B | 0% | +2.53% | Add |
| 31 | TD | Toronto-dominion Bank | 0% | -2.25% | Trim |
| 32 | RTX | Rtx CORP | 0% | +0.35% | Add |
| 33 | CSCO | Cisco Systems Inc | 0% | -0.24% | Trim |
| 34 | IQLT | Ishares Msci International Q | 0% | +0.51% | Add |
| 35 | QCOM | Qualcomm Inc | 0% | +4.21% | Add |
| 36 | PGX | Invesco Preferred ETF | 0% | +6.15% | Add |
| 37 | CRM | Salesforce Inc | -0.1% | +3.10% | Add |
| 38 | V | Visa Inc-class A Shares | -0.1% | +3.43% | Add |
| 39 | AGG | Ishares Core U.s. Aggregate | -0.1% | +3.42% | Add |
| 40 | CMCSA | Comcast Corp-class A | -0.1% | -15.63% | Trim |
| 41 | UPS | United Parcel Service-cl B | -0.1% | -12.75% | Trim |
| 42 | BMY | Bristol-myers Squibb Co | -0.1% | -0.94% | Trim |
| 43 | MCD | Mcdonald's CORP | -0.2% | +0.05% | Add |
| 44 | ABBV | Abbvie Inc | -0.2% | -1.03% | Trim |
| 45 | PG | Procter & Gamble Co/the | -0.2% | -2.47% | Trim |
| 46 | CVX | Chevron CORP | -0.3% | +1.48% | Add |
| 47 | XOM | Exxon Mobil CORP | -0.3% | +1.21% | Add |
| 48 | UNH | Unitedhealth Group Inc | -0.5% | +3.37% | Add |
| 49 | VNQ | Vanguard Real Estate ETF | -0.5% | -33.05% | Trim |
| 50 | AAPL | Apple Inc | -0.9% | +1.08% | 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 164 disclosed positions in Q2 2025.
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 MSFT, AAPL, NVDA) accounted for 19.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
IEFA
市值: $956.3K
Top Position Liquidated / Trimmed
MSFT
前期市值: $20.5M
During Q2 2025, Plimoth Trust Co LLC's top holdings by market value included MSFT (6.5%)、AAPL (5.3%)、NVDA (5.1%). The largest single position, MSFT, represented 6.5% of total portfolio value.
In Q2 2025, Plimoth Trust Co LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 28 positions, trimming 16 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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