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CIK: 0001623678
Total reported value
$500.8M
$500.8M
168 檔
21.7%
During the Q3 2025 filing period, Plimoth Trust Co LLC (CIK: 0001623678) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $500.8M across 168 reported positions.
In Q3 2025, Plimoth Trust Co LLC displayed an active expansion posture, initiating 5 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.21% | -0.39% | -2.55% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.20% | +0.12% | -0.91% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.46% | +0.12% | -3.78% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.48% | +0.33% | -3.52% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.20% | +0.09% | -0.90% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.10% | -0.08% | -4.71% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 1.78% | -0.38% | -1.76% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.66% | -0.19% | +0.45% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.65% | +0.02% | +1.42% | |
| 10 | AMAT | Applied Materials Inc | Stock-Tech | 1.61% | +1.66% | -1.90% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.47% | +0.37% | +3.92% | |
| 12 | QCOM | Qualcomm Inc | Stock-Tech | 1.46% | -0.05% | +1.02% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.44% | -0.56% | -7.88% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.43% | +0.20% | +3.00% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.40% | -0.14% | -10.05% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.34% | -0.17% | -2.29% | |
| 17 | IQLT | Ishares Msci International Q | ETF-Other | 1.27% | -0.06% | -5.04% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.26% | +0.55% | -2.11% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 1.25% | +0.26% | +2.70% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.24% | -0.13% | +7.77% | |
| 21 | PGX | Invesco Preferred ETF | ETF-Other | 1.21% | -0.08% | +1.41% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.19% | -0.27% | -1.25% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.13% | -0.11% | +0.14% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | -0.07% | +5.88% | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 1.12% | -0.24% | +11.08% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.09% | -0.39% | -6.05% | |
| 27 | T | At&t Inc | Stock-Comm Services | 1.03% | -0.39% | -0.78% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 1.02% | — | -2.73% | |
| 29 | CB | Chubb Limited | Stock-Financials | 1.02% | -0.08% | +3.28% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 1.02% | +0.05% | -4.64% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.99% | +0.07% | -2.18% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.97% | -0.17% | -0.38% | |
| 33 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.95% | -0.16% | -0.00% | |
| 34 | GE | General Electric | Stock-Industrials | 0.94% | +0.10% | -0.14% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.93% | -0.13% | -2.07% | |
| 36 | DUK | Duke Energy CORP | Stock-Utilities | 0.93% | -0.15% | -2.02% | |
| 37 | AXP | American Express Co | Stock-Financials | 0.88% | +0.02% | +3.05% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.82% | +0.01% | +6.17% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | +0.07% | -0.65% | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.80% | -0.04% | +14.52% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.79% | -0.12% | -1.83% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.05% | +7.55% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.77% | +0.03% | -5.60% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.76% | -0.04% | -0.91% | |
| 45 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.76% | +0.74% | +36.05% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.75% | -0.08% | +2.54% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.73% | — | +5.30% | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.72% | -0.10% | +2.06% | |
| 49 | LIN | Linde plc | Stock-Materials | 0.72% | -0.04% | -2.30% | |
| 50 | EMR | Emerson Electric Co | Stock-Industrials | 0.69% | — | -1.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | -3.78% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.9% | -3.52% | Trim |
| 3 | MSFT | Microsoft CORP | +0.9% | -2.55% | Trim |
| 4 | AVGO | Broadcom Inc | +0.7% | +3.00% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +5.88% | Add |
| 6 | PANW | Palo Alto Networks Inc | +0.3% | +36.05% | Add |
| 7 | AMAT | Applied Materials Inc | +0.3% | -1.90% | Trim |
| 8 | CAT | Caterpillar Inc | +0.3% | -2.11% | Add |
| 9 | GE | General Electric | +0.2% | -0.14% | Trim |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -0.65% | Add |
| 11 | GEV | GE Vernova Inc | +0.2% | -0.14% | Trim |
| 12 | AXP | American Express Co | +0.2% | +3.05% | Add |
| 13 | GS | Goldman Sachs Group Inc | +0.2% | -5.60% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | -4.71% | Trim |
| 15 | ETN | Eaton Corporation plc | +0.2% | -2.18% | Add |
| 16 | XLK | Ss Technology Select Sector | +0.2% | +2.70% | Trim |
| 17 | RTX | Rtx CORP | +0.1% | -2.29% | Trim |
| 18 | ORCL | Oracle CORP | +0.1% | +0.15% | Add |
| 19 | AMZN | Amazon.com Inc | +0.1% | -0.90% | Add |
| 20 | BAC | Bank Of America CORP | +0.1% | -4.64% | Trim |
| 21 | XLC | Ss Comm Select Sector Spdr | 0% | +3.86% | Add |
| 22 | EMR | Emerson Electric Co | 0% | -1.00% | Add |
| 23 | TJX | Tjx Companies Inc | 0% | -0.00% | Trim |
| 24 | IBM | Intl Business Machines CORP | 0% | +6.17% | Add |
| 25 | WMT | Walmart Inc | 0% | -1.76% | Trim |
| 26 | DIS | Walt Disney Co/the | — | -6.47% | Add |
| 27 | AAPL | Apple Inc | 0% | -0.91% | Add |
| 28 | QCOM | Qualcomm Inc | 0% | +1.02% | Add |
| 29 | ADBE | Adobe Inc | 0% | +14.52% | Add |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +7.55% | Add |
| 31 | MRK | Merck & Co. Inc. | 0% | +7.77% | Add |
| 32 | PGX | Invesco Preferred ETF | 0% | +1.41% | Add |
| 33 | IQLT | Ishares Msci International Q | -0.1% | -5.04% | Trim |
| 34 | ACN | Accenture plc | -0.1% | +4.33% | Add |
| 35 | SYY | Sysco CORP | -0.2% | -34.17% | Trim |
| 36 | AGG | Ishares Core U.s. Aggregate | -0.2% | +0.45% | Add |
| 37 | UPS | United Parcel Service-cl B | -0.2% | -7.22% | Trim |
| 38 | BMY | Bristol-myers Squibb Co | -0.2% | -5.66% | Trim |
| 39 | KO | Coca-cola Co/the | -0.2% | -0.91% | Trim |
| 40 | CMCSA | Comcast Corp-class A | -0.2% | -39.25% | Trim |
| 41 | CVX | Chevron CORP | -0.3% | -6.05% | Trim |
| 42 | PG | Procter & Gamble Co/the | -0.4% | +0.14% | Trim |
| 43 | XOM | Exxon Mobil CORP | -0.4% | -7.88% | Trim |
| 44 | UNH | Unitedhealth Group Inc | -0.5% | -2.04% | Add |
| 45 | VNQ | Vanguard Real Estate ETF | -0.7% | -22.19% | Trim |
| 46 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 47 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 48 | WM | Waste Management Inc | — | NEW | New buy |
| 49 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 50 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Plimoth Trust Co LLC reported a total U.S. public equity portfolio value of $500.8M across 168 disclosed positions in Q3 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 21.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
IEFA
市值: $2.3M
Top Position Liquidated / Trimmed
MSFT
前期市值: $20.5M
During Q3 2025, Plimoth Trust Co LLC's top holdings by market value included MSFT (6.2%)、AAPL (6.2%)、NVDA (5.5%). The largest single position, MSFT, represented 6.2% of total portfolio value.
In Q3 2025, Plimoth Trust Co LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 23 positions, trimming 22 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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