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CIK: 0001623678
Total reported value
$500.8M
$500.8M
173 檔
19.9%
As reported in its official Q1 2026 Form 13F filing, Plimoth Trust Co LLC's tracked investment portfolio stood at $500.8M with 173 total positions.
Plimoth Trust Co LLC executed strategic sector rebalancing during Q1 2026, establishing 7 new positions while fully exiting 6 holdings and trimming 75 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.11% | +0.12% | +1.60% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.05% | +0.12% | +3.10% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.56% | -0.39% | +5.78% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.49% | +0.33% | -1.55% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.06% | +0.09% | +2.91% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.88% | -0.08% | +1.81% | |
| 7 | AMAT | Applied Materials Inc | Stock-Tech | 2.10% | +1.66% | -6.89% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.03% | -0.38% | -4.08% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.02% | -0.56% | +2.78% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.83% | +0.37% | +4.99% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.75% | -0.13% | -2.07% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.70% | -0.14% | -2.17% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 1.69% | +0.55% | -3.09% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.60% | -0.19% | +0.43% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 1.47% | -0.17% | -1.70% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.39% | +0.20% | +10.69% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.36% | -0.39% | -0.80% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.32% | +0.02% | -4.59% | |
| 19 | IQLT | Ishares Msci International Q | ETF-Other | 1.31% | -0.06% | +1.48% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.20% | -0.27% | -2.66% | |
| 21 | DELL | Dell Technologies -c | Stock-Tech | 1.20% | +1.53% | +24.60% | |
| 22 | CB | Chubb Limited | Stock-Financials | 1.11% | -0.08% | -2.91% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.10% | -0.07% | +9.36% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 1.08% | -0.24% | +11.60% | |
| 25 | PGX | Invesco Preferred ETF | ETF-Other | 1.07% | -0.08% | +0.15% | |
| 26 | NEE | Nextera Energy Inc | Stock-Utilities | 1.06% | -0.17% | -6.45% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 1.06% | +0.26% | -6.41% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.05% | -0.11% | +0.02% | |
| 29 | T | At&t Inc | Stock-Comm Services | 1.03% | -0.39% | -1.93% | |
| 30 | DUK | Duke Energy CORP | Stock-Utilities | 1.01% | -0.15% | +1.02% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.98% | -0.16% | -2.84% | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.96% | -0.05% | -17.06% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.95% | +0.05% | +4.88% | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.95% | +0.07% | +3.84% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.92% | -0.08% | -2.13% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.92% | — | -2.39% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.07% | -2.45% | |
| 38 | GE | General Electric | Stock-Industrials | 0.87% | +0.10% | -0.15% | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.85% | -0.13% | -0.94% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.85% | -0.04% | -1.28% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.84% | +0.06% | +23.51% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.84% | +0.02% | +6.31% | |
| 43 | LIN | Linde plc | Stock-Materials | 0.82% | -0.04% | +2.71% | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.81% | +0.74% | +16.47% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.77% | — | +0.41% | |
| 46 | SYK | Stryker CORP | Stock-Healthcare | 0.76% | -0.10% | +12.45% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.75% | +0.03% | -1.35% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.05% | -2.72% | |
| 49 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.70% | -0.17% | +7.03% | |
| 50 | EMR | Emerson Electric Co | Stock-Industrials | 0.69% | — | +2.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.6% | +2.78% | Add |
| 2 | DELL | Dell Technologies -c | +0.5% | +24.60% | Add |
| 3 | AMAT | Applied Materials Inc | +0.4% | -6.89% | Trim |
| 4 | CVX | Chevron CORP | +0.4% | -0.80% | Trim |
| 5 | CAT | Caterpillar Inc | +0.3% | -3.09% | Trim |
| 6 | JNJ | Johnson & Johnson | +0.2% | -2.17% | Trim |
| 7 | MRK | Merck & Co. Inc. | +0.2% | -2.07% | Trim |
| 8 | GEV | GE Vernova Inc | +0.2% | — | Unchanged |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +23.51% | Add |
| 10 | VZ | Verizon Communications Inc | +0.2% | +5.29% | Add |
| 11 | NFLX | Netflix Inc | +0.2% | +53.72% | Add |
| 12 | ETN | Eaton Corporation plc | +0.1% | +3.84% | Add |
| 13 | WMT | Walmart Inc | +0.1% | -4.08% | Trim |
| 14 | LIN | Linde plc | +0.1% | +2.71% | Add |
| 15 | T | At&t Inc | +0.1% | -1.93% | Trim |
| 16 | DUK | Duke Energy CORP | +0.1% | +1.02% | Add |
| 17 | EFA | Ishares Msci Eafe ETF | +0.1% | +102.66% | Add |
| 18 | NEE | Nextera Energy Inc | +0.1% | -6.45% | Trim |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | +77.46% | Add |
| 20 | TMUS | T-mobile US Inc | +0.1% | +7.03% | Add |
| 21 | LMT | Lockheed Martin CORP | +0.1% | +9.54% | Add |
| 22 | WM | Waste Management Inc | +0.1% | +9.16% | Add |
| 23 | KO | Coca-cola Co/the | +0.1% | -1.28% | Trim |
| 24 | RTX | Rtx CORP | +0.1% | -1.70% | Trim |
| 25 | BMY | Bristol-myers Squibb Co | +0.1% | +2.64% | Add |
| 26 | AMGN | Amgen Inc | +0.1% | -2.13% | Trim |
| 27 | IRM | Iron Mountain Inc | +0.1% | — | Unchanged |
| 28 | ED | Consolidated Edison Inc | +0.1% | +2.25% | Add |
| 29 | EEMV | Ishares Msci Emg Mkt Min Vol | +0.1% | +7.77% | Add |
| 30 | ETR | Entergy CORP | 0% | -0.76% | Trim |
| 31 | IQLT | Ishares Msci International Q | 0% | +1.48% | Add |
| 32 | SCCO | Southern Copper CORP | 0% | +0.16% | Add |
| 33 | UNP | Union Pacific CORP | 0% | +0.41% | Add |
| 34 | PEP | Pepsico Inc | 0% | -2.06% | Trim |
| 35 | SYK | Stryker CORP | 0% | +12.45% | Add |
| 36 | XLE | Ss Energy Select Sector | 0% | +16.08% | Add |
| 37 | PFE | Pfizer Inc | 0% | +0.65% | Add |
| 38 | COP | Conocophillips | 0% | — | Unchanged |
| 39 | PSX | Phillips 66 | 0% | — | Unchanged |
| 40 | MO | Altria Group Inc | 0% | +3.69% | Add |
| 41 | DRI | Darden Restaurants Inc | 0% | -1.17% | Trim |
| 42 | SO | Southern Co/the | 0% | +4.13% | Add |
| 43 | DWM | Wisdomtree International Equ | 0% | +5.30% | Add |
| 44 | HON | Honeywell International Inc | 0% | -0.95% | Trim |
| 45 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 46 | EXC | Exelon CORP | 0% | +2.60% | Add |
| 47 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 48 | CI | THE Cigna Group | 0% | +7.38% | Add |
| 49 | MCHP | Microchip Technology Inc | 0% | +10.45% | Add |
| 50 | CB | Chubb Limited | 0% | -2.91% | Trim |
According to official SEC Form 13F filings, Plimoth Trust Co LLC reported a total U.S. public equity portfolio value of $500.8M across 173 disclosed positions in Q1 2026.
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, NVDA, MSFT) accounted for 19.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
MA
市值: $1.5M
Top Position Liquidated / Trimmed
ACN
前期市值: $375.4K
During Q1 2026, Plimoth Trust Co LLC's top holdings by market value included AAPL (6.1%)、NVDA (5.0%)、MSFT (4.6%). The largest single position, AAPL, represented 6.1% of total portfolio value.
In Q1 2026, Plimoth Trust Co LLC made 155 total portfolio adjustments, initiating 7 new buys, adding to 67 positions, trimming 75 holdings, and fully liquidating 6 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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