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CIK: 0001623678
Total reported value
$500.8M
$500.8M
172 檔
21.9%
According to the latest 13F quarterly dataset, Plimoth Trust Co LLC managed an equity portfolio of $500.8M at the end of Q4 2025, spanning 172 distinct U.S. exchange-listed positions.
In Q4 2025, Plimoth Trust Co LLC adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.43% | +0.12% | -1.33% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.61% | -0.39% | -1.69% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.22% | +0.12% | -2.87% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.85% | +0.33% | -12.75% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.28% | +0.09% | -1.02% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.09% | -0.08% | -0.88% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.03% | +0.37% | -0.52% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 1.89% | -0.38% | +0.07% | |
| 9 | AMAT | Applied Materials Inc | Stock-Tech | 1.69% | +1.66% | -14.68% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.60% | +0.02% | -4.14% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.60% | -0.19% | -1.67% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.56% | -0.13% | +2.13% | |
| 13 | QCOM | Qualcomm Inc | Stock-Tech | 1.54% | -0.05% | +4.01% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.47% | -0.14% | -4.36% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 1.42% | -0.17% | -1.98% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 1.41% | +0.55% | -5.06% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.40% | +0.20% | -4.88% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.39% | -0.56% | -8.07% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.37% | -0.24% | +10.99% | |
| 20 | IQLT | Ishares Msci International Q | ETF-Other | 1.27% | -0.06% | -1.48% | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 1.22% | +0.26% | +94.12% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.21% | -0.27% | +2.83% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | -0.07% | +15.94% | |
| 24 | PGX | Invesco Preferred ETF | ETF-Other | 1.10% | -0.08% | -4.33% | |
| 25 | CB | Chubb Limited | Stock-Financials | 1.09% | -0.08% | -1.61% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.04% | -0.11% | +0.00% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 1.02% | +0.05% | -4.18% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.00% | -0.39% | -4.98% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.98% | +0.07% | -3.13% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.98% | — | -1.08% | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 0.98% | -0.17% | -3.96% | |
| 32 | AXP | American Express Co | Stock-Financials | 0.96% | +0.02% | -0.33% | |
| 33 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.96% | -0.16% | -2.84% | |
| 34 | GE | General Electric | Stock-Industrials | 0.95% | +0.10% | -0.04% | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.90% | -0.39% | +0.18% | |
| 36 | DUK | Duke Energy CORP | Stock-Utilities | 0.89% | -0.15% | +3.30% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.88% | -0.13% | -0.59% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.87% | -0.08% | +2.09% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.84% | +0.01% | -1.47% | |
| 40 | ETN | Eaton Corporation plc | Stock-Industrials | 0.81% | +0.07% | -2.38% | |
| 41 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.80% | +0.74% | +17.13% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.79% | -0.04% | -0.42% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.05% | +4.00% | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.79% | +0.03% | -5.86% | |
| 45 | DELL | Dell Technologies -c | Stock-Tech | 0.73% | +1.53% | — | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.73% | — | +3.72% | |
| 47 | SYK | Stryker CORP | Stock-Healthcare | 0.72% | -0.10% | +7.84% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.72% | -0.12% | -1.10% | |
| 49 | LIN | Linde plc | Stock-Materials | 0.69% | -0.04% | +8.83% | |
| 50 | EMR | Emerson Electric Co | Stock-Industrials | 0.68% | — | -0.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.6% | -0.52% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -12.75% | Trim |
| 3 | MRK | Merck & Co. Inc. | +0.3% | +2.13% | Add |
| 4 | WM | Waste Management Inc | +0.3% | +182.58% | Add |
| 5 | CRM | Salesforce Inc | +0.3% | +10.99% | Add |
| 6 | AAPL | Apple Inc | +0.2% | -1.33% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -3.13% | Trim |
| 8 | CAT | Caterpillar Inc | +0.2% | -5.06% | Trim |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +26.20% | Add |
| 10 | AMGN | Amgen Inc | +0.1% | +2.09% | Add |
| 11 | WMT | Walmart Inc | +0.1% | +0.07% | Add |
| 12 | CI | THE Cigna Group | +0.1% | +42.73% | Add |
| 13 | TMUS | T-mobile US Inc | +0.1% | +38.42% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | -1.02% | Trim |
| 15 | AMAT | Applied Materials Inc | +0.1% | -14.68% | Trim |
| 16 | QCOM | Qualcomm Inc | +0.1% | +4.01% | Add |
| 17 | RTX | Rtx CORP | +0.1% | -1.98% | Trim |
| 18 | AXP | American Express Co | +0.1% | -0.33% | Trim |
| 19 | JNJ | Johnson & Johnson | +0.1% | -4.36% | Trim |
| 20 | CB | Chubb Limited | +0.1% | -1.61% | Trim |
| 21 | CSCO | Cisco Systems Inc | +0.1% | -0.26% | Trim |
| 22 | TD | Toronto-dominion Bank | 0% | -2.57% | Trim |
| 23 | BMY | Bristol-myers Squibb Co | 0% | -1.55% | Trim |
| 24 | META | Meta Platforms Inc-class A | 0% | +15.94% | Add |
| 25 | ADP | Automatic Data Processing | -0.1% | -8.10% | Trim |
| 26 | 6D8 | Dupont De Nemours Inc | -0.1% | -3.65% | Trim |
| 27 | VZ | Verizon Communications Inc | -0.1% | -2.99% | Trim |
| 28 | NKE | Nike Inc -cl B | -0.1% | -3.06% | Trim |
| 29 | ABT | Abbott Laboratories | -0.1% | -1.10% | Trim |
| 30 | MDT | Medtronic plc | -0.1% | -40.16% | Trim |
| 31 | DIS | Walt Disney Co/the | -0.1% | -12.48% | Trim |
| 32 | PG | Procter & Gamble Co/the | -0.1% | +0.00% | Add |
| 33 | CVX | Chevron CORP | -0.1% | -4.98% | Trim |
| 34 | PGX | Invesco Preferred ETF | -0.1% | -4.33% | Trim |
| 35 | T | At&t Inc | -0.1% | +0.18% | Add |
| 36 | HD | Home Depot Inc | -0.2% | -9.83% | Trim |
| 37 | DE | Deere & Co | -0.2% | -26.52% | Trim |
| 38 | SYY | Sysco CORP | -0.2% | -72.37% | Trim |
| 39 | ETN | Eaton Corporation plc | -0.2% | -2.38% | Trim |
| 40 | NVDA | Nvidia CORP | -0.2% | -2.87% | Trim |
| 41 | VNQ | Vanguard Real Estate ETF | -0.3% | -41.82% | Trim |
| 42 | ACN | Accenture plc | -0.3% | -77.42% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.3% | -48.13% | Trim |
| 44 | LMT | Lockheed Martin CORP | -0.3% | -64.71% | Trim |
| 45 | ADBE | Adobe Inc | -0.5% | -66.63% | Trim |
| 46 | MSFT | Microsoft CORP | -0.6% | -1.69% | Trim |
| 47 | DELL | Dell Technologies -c | — | NEW | New buy |
| 48 | NFLX | Netflix Inc | — | NEW | New buy |
| 49 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 50 | DOW | Dow Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Plimoth Trust Co LLC reported a total U.S. public equity portfolio value of $500.8M across 172 disclosed positions in Q4 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 AAPL, MSFT, NVDA) accounted for 21.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
DELL
市值: $3.3M
Top Position Liquidated / Trimmed
DOW
前期市值: $279.0K
During Q4 2025, Plimoth Trust Co LLC's top holdings by market value included AAPL (6.4%)、MSFT (5.6%)、NVDA (5.2%). The largest single position, AAPL, represented 6.4% of total portfolio value.
In Q4 2025, Plimoth Trust Co LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 12 positions, trimming 34 holdings, and fully liquidating 1 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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