13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000084616
Total reported value
$2.5B
$2.5B
294 檔
14.8%
The Q1 2024 SEC filing reveals that Rockland Trust Co held a total portfolio value of $2.5B, covering 294 public equity positions.
During Q1 2024, Rockland Trust Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GLD, IVOV) accounted for 14.8% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 294 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.34% | +0.21% | -3.61% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 4.08% | -0.85% | -0.85% | |
| 3 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 3.81% | +0.32% | -0.63% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.47% | +0.57% | -1.58% | |
| 5 | ✓ | Stock-Other | 3.14% | -1.02% | +0.06% | ||
| 6 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.83% | -0.11% | -0.20% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 2.53% | +0.08% | +5.78% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.28% | +0.32% | -2.71% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.09% | -0.03% | -2.29% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.08% | +0.03% | -4.97% | |
| 11 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.99% | -0.30% | +1.77% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.97% | +0.01% | +8.62% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.91% | +0.31% | -3.03% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.83% | -0.46% | -11.51% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.78% | — | +6.61% | |
| 16 | INDB | Independent Bank Corp/ma | Stock-Other | 1.77% | +0.26% | -0.50% | |
| 17 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 1.74% | +0.05% | +4.75% | |
| 18 | CB | Chubb Limited | Stock-Financials | 1.65% | -0.17% | -2.97% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.63% | -0.44% | +3.91% | |
| 20 | ADP | Automatic Data Processing | Stock-Tech | 1.62% | -0.05% | +1.22% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.57% | +0.10% | -2.76% | |
| 22 | EOG | Eog Resources Inc | Stock-Energy | 1.42% | -0.16% | +4.88% | |
| 23 | LIN | Linde plc | Stock-Materials | 1.36% | -0.01% | -4.67% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.29% | -0.24% | +13.71% | |
| 25 | INTU | Intuit Inc | Stock-Tech | 1.19% | -0.01% | -4.37% | |
| 26 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.19% | -0.02% | +1259.32% | |
| 27 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.18% | +0.04% | -25.09% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 1.17% | -0.11% | +81.08% | |
| 29 | ACN | Accenture plc | Stock-Tech | 1.14% | -0.19% | -2.16% | |
| 30 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.11% | +0.20% | +9.64% | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 1.10% | +0.21% | -4.17% | |
| 32 | WST | West Pharmaceutical Services | Stock-Healthcare | 1.09% | — | +0.77% | |
| 33 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.09% | +0.03% | +5.15% | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 1.07% | +0.46% | +5.39% | |
| 35 | ROP | Roper Technologies Inc | Stock-Tech | 0.99% | -0.50% | -1.45% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | -0.18% | -3.77% | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.92% | -0.13% | -1.81% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.89% | — | -62.12% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.88% | +0.05% | +7.28% | |
| 40 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.88% | -0.04% | +66.04% | |
| 41 | CPRT | Copart Inc | Stock-Industrials | 0.86% | -0.02% | -4.77% | |
| 42 | BLKCHF | Blackrock Inc | Stock-Other | 0.85% | — | -3.36% | |
| 43 | TTC | Toro Co | Stock-Industrials | 0.77% | — | +3.90% | |
| 44 | SLB | Slb LTD | Stock-Energy | 0.75% | -0.03% | +767.08% | |
| 45 | ECL | Ecolab Inc | Stock-Materials | 0.68% | +0.04% | -3.23% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.67% | -0.07% | +0.69% | |
| 47 | EMR | Emerson Electric Co | Stock-Industrials | 0.63% | +0.02% | +1.45% | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.62% | +0.21% | -6.24% | |
| 49 | SPGI | S&p Global Inc | Stock-Financials | 0.60% | +0.04% | -1.79% | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.59% | — | +2.26% |
According to official SEC Form 13F filings, Rockland Trust Co reported a total U.S. public equity portfolio value of $2.5B across 294 disclosed positions in Q1 2024.
During Q1 2024, Rockland Trust Co's top holdings by market value included MSFT (5.3%)、GLD (4.1%)、IVOV (3.8%). The largest single position, MSFT, represented 5.3% of total portfolio value.
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 Q1 2024, Rockland Trust Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.