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CIK: 0000084616
Total reported value
$2.5B
$2.5B
283 檔
15.6%
During the Q3 2024 filing period, Rockland Trust Co (CIK: 0000084616) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.5B across 283 reported positions.
In Q3 2024, Rockland Trust Co adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 2 holdings to manage risk exposure.
Showing top 200 holdings (of 283 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.69% | +0.21% | -7.46% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 4.35% | -0.85% | -0.87% | |
| 3 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 3.79% | +0.32% | +0.61% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.41% | +0.57% | -0.18% | |
| 5 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 3.28% | +0.21% | +10247.53% | |
| 6 | ✓ | Stock-Other | 3.04% | -1.02% | — | ||
| 7 | AAPL | Apple Inc | Stock-Tech | 2.94% | +0.32% | -1.95% | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 2.65% | +0.08% | +5.70% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.24% | +0.01% | -0.15% | |
| 10 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.23% | -0.30% | +16.45% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.16% | -0.11% | -3.72% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.97% | +0.03% | -2.79% | |
| 13 | INDB | Independent Bank Corp/ma | Stock-Other | 1.87% | +0.26% | -12.69% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.83% | -0.46% | -2.90% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.82% | +0.31% | +2.74% | |
| 16 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 1.80% | +0.05% | +1.89% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.70% | -0.03% | -4.29% | |
| 18 | CB | Chubb Limited | Stock-Financials | 1.68% | -0.17% | -1.07% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.62% | — | -5.13% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.53% | -0.44% | -0.43% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.48% | +0.10% | -0.81% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 1.39% | +0.21% | +10.60% | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 1.37% | -0.11% | -1.97% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.34% | -0.24% | -2.14% | |
| 25 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.32% | -0.02% | +4.17% | |
| 26 | EOG | Eog Resources Inc | Stock-Energy | 1.31% | -0.16% | +2.46% | |
| 27 | BLKCHF | Blackrock Inc | Stock-Other | 1.27% | — | +1.22% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 1.17% | +0.46% | -1.63% | |
| 29 | ACN | Accenture plc | Stock-Tech | 1.15% | -0.19% | +2.87% | |
| 30 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.11% | +0.03% | +6.42% | |
| 31 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.11% | +0.20% | +6.32% | |
| 32 | INTU | Intuit Inc | Stock-Tech | 1.08% | -0.01% | +1.55% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 1.03% | -0.05% | -39.46% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 1.01% | -1.15% | EXIT | |
| 35 | ROP | Roper Technologies Inc | Stock-Tech | 0.94% | -0.50% | +2.32% | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.92% | -0.13% | +1.11% | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.92% | +0.05% | +1.62% | |
| 38 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.91% | +0.04% | -26.57% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -0.18% | -5.66% | |
| 40 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.88% | -0.04% | +7.25% | |
| 41 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.84% | — | +5.70% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | — | -3.28% | |
| 43 | LIN | Linde plc | Stock-Materials | 0.73% | -0.01% | -5.91% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.73% | -0.02% | -2.21% | |
| 45 | CPRT | Copart Inc | Stock-Industrials | 0.70% | -0.02% | -1.09% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.68% | -0.07% | -14.72% | |
| 47 | SPGI | S&p Global Inc | Stock-Financials | 0.68% | +0.04% | -0.49% | |
| 48 | ECL | Ecolab Inc | Stock-Materials | 0.67% | +0.04% | -2.20% | |
| 49 | SLB | Slb LTD | Stock-Energy | 0.66% | -0.03% | +10.43% | |
| 50 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.62% | +0.04% | +8.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NOBL | Proshares S&p 500 Dividend A | +3.3% | +10247.53% | Add |
| 2 | HON | Honeywell International Inc | +0.5% | +127.17% | Add |
| 3 | PEP | Pepsico Inc | +0.2% | +16.45% | Add |
| 4 | SBUX | Starbucks CORP | +0.2% | +4.17% | Add |
| 5 | GLD | Spdr Gold Shares | +0.2% | -0.87% | Trim |
| 6 | UNP | Union Pacific CORP | +0.2% | +10.60% | Add |
| 7 | BLKCHF | Blackrock Inc | +0.2% | +1.22% | Add |
| 8 | UNH | Unitedhealth Group Inc | +0.1% | -0.15% | Trim |
| 9 | VEEV | Veeva Systems Inc-class A | +0.1% | +6.32% | Add |
| 10 | NKE | Nike Inc -cl B | +0.1% | +7.25% | Add |
| 11 | NEE | Nextera Energy Inc | +0.1% | -1.97% | Trim |
| 12 | ACN | Accenture plc | +0.1% | +2.87% | Add |
| 13 | IVOV | Vanguard S&p Mid-cap 400 Val | +0.1% | +0.61% | Add |
| 14 | APD | Air Products & Chemicals Inc | +0.1% | +8.56% | Add |
| 15 | MBB | Ishares Mbs ETF | +0.1% | +5.70% | Add |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | +0.50% | Add |
| 17 | CB | Chubb Limited | +0.1% | -1.07% | Trim |
| 18 | WEC | Wec Energy Group Inc | +0.1% | +1.01% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | -2.90% | Trim |
| 20 | MA | Mastercard Inc - A | +0.1% | -0.81% | Trim |
| 21 | TMO | Thermo Fisher Scientific Inc | +0.1% | +1.62% | Add |
| 22 | SPGI | S&p Global Inc | +0.1% | -0.49% | Trim |
| 23 | GEV | GE Vernova Inc | +0.1% | -4.32% | Trim |
| 24 | HD | Home Depot Inc | 0% | -3.28% | Trim |
| 25 | UL | Unilever PLC | 0% | -1.16% | Trim |
| 26 | GIS | General Mills Inc | 0% | -1.38% | Trim |
| 27 | ED | Consolidated Edison Inc | 0% | -0.39% | Trim |
| 28 | AAPL | Apple Inc | 0% | -1.95% | Trim |
| 29 | SPLB | Ss Spdr P Long Term C ETF | 0% | +1.89% | Add |
| 30 | KO | Coca-cola Co/the | 0% | -2.21% | Trim |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -4.29% | Trim |
| 32 | VZ | Verizon Communications Inc | 0% | +1.11% | Add |
| 33 | SO | Southern Co/the | 0% | -3.23% | Trim |
| 34 | GE | General Electric | 0% | -4.58% | Trim |
| 35 | V | Visa Inc-class A Shares | 0% | +2.74% | Add |
| 36 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +6.42% | Add |
| 37 | TJX | Tjx Companies Inc | 0% | -2.14% | Trim |
| 38 | TXN | Texas Instruments Inc | 0% | -1.63% | Trim |
| 39 | INTC | Intel CORP | -0.1% | -74.84% | Trim |
| 40 | ABBV | Abbvie Inc | -0.1% | -23.11% | Trim |
| 41 | EFX | Equifax Inc | -0.1% | EXIT | Sold out |
| 42 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | EXIT | Sold out |
| 43 | INTU | Intuit Inc | -0.1% | +1.55% | Add |
| 44 | CTAS | Cintas CORP | -0.2% | -74.98% | Trim |
| 45 | CL | Colgate-palmolive Co | -0.3% | -26.57% | Trim |
| 46 | MRK | Merck & Co. Inc. | -0.5% | -3.72% | Trim |
| 47 | ✓ | -0.5% | — | Unchanged | |
| 48 | ADP | Automatic Data Processing | -0.5% | -39.46% | Trim |
| 49 | GOOGL | Alphabet Inc-cl A | -0.6% | -0.18% | Trim |
| 50 | MSFT | Microsoft CORP | -1% | -7.46% | Trim |
According to official SEC Form 13F filings, Rockland Trust Co reported a total U.S. public equity portfolio value of $2.5B across 283 disclosed positions in Q3 2024.
During Q3 2024, Rockland Trust Co's top holdings by market value included MSFT (4.7%)、GLD (4.3%)、IVOV (3.8%). The largest single position, MSFT, represented 4.7% 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 terms of portfolio concentration, the top 5 core holdings (including MSFT, GLD, IVOV) accounted for 15.6% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
MKC
前期市值: $2.3M
In Q3 2024, Rockland Trust Co made 49 total portfolio adjustments, initiating 0 new buys, adding to 20 positions, trimming 27 holdings, and fully liquidating 2 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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