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CIK: 0000084616
Total reported value
$2.5B
$2.5B
279 檔
15.8%
According to the latest 13F quarterly dataset, Rockland Trust Co managed an equity portfolio of $2.5B at the end of Q4 2024, spanning 279 distinct U.S. exchange-listed positions.
In Q4 2024, Rockland Trust Co displayed an active expansion posture, initiating 2 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 279 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.83% | +0.21% | +1.55% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 4.40% | -0.85% | -1.83% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.04% | +0.57% | +0.48% | |
| 4 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 3.90% | +0.32% | -0.33% | |
| 5 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 3.26% | +0.21% | +3.38% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.26% | +0.32% | -0.26% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 2.62% | +0.08% | +0.09% | |
| 8 | ✓ | Stock-Other | 2.33% | -1.02% | — | ||
| 9 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.20% | -0.30% | +6.62% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.18% | +0.31% | +1.03% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.11% | -0.11% | +7.91% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.04% | +0.01% | +1.87% | |
| 13 | INDB | Independent Bank Corp/ma | Stock-Other | 1.98% | +0.26% | -6.01% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.96% | +0.03% | -15.21% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.85% | -0.46% | -4.36% | |
| 16 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 1.79% | +0.05% | +4.84% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.74% | -0.03% | +0.90% | |
| 18 | CB | Chubb Limited | Stock-Financials | 1.69% | -0.17% | +1.55% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.65% | — | +1.95% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.64% | +0.10% | +0.42% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.49% | -0.44% | +2.87% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.42% | -0.24% | -0.26% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.42% | +0.21% | +6.33% | |
| 24 | EOG | Eog Resources Inc | Stock-Energy | 1.39% | -0.16% | +3.00% | |
| 25 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.33% | -0.02% | +3.79% | |
| 26 | ACN | Accenture plc | Stock-Tech | 1.22% | -0.19% | +3.17% | |
| 27 | HON | Honeywell International Inc | Stock-Industrials | 1.22% | -1.15% | EXIT | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 1.21% | -0.11% | +1.03% | |
| 29 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.21% | +0.20% | +4.95% | |
| 30 | INTU | Intuit Inc | Stock-Tech | 1.16% | -0.01% | +2.95% | |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.14% | +0.03% | -0.37% | |
| 32 | TXN | Texas Instruments Inc | Stock-Tech | 1.14% | +0.46% | +3.65% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 1.07% | -0.05% | -5.12% | |
| 34 | WST | West Pharmaceutical Services | Stock-Healthcare | 1.00% | — | +5.48% | |
| 35 | ROP | Roper Technologies Inc | Stock-Tech | 0.95% | -0.50% | +4.36% | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.87% | -0.13% | +2.23% | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.85% | +0.05% | +5.67% | |
| 38 | ICE | Intercontinental Exchange In | Stock-Financials | 0.82% | -0.13% | +4001.86% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.18% | -1.05% | |
| 40 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.78% | +0.04% | -5.81% | |
| 41 | CPRT | Copart Inc | Stock-Industrials | 0.77% | -0.02% | -3.95% | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.75% | -0.04% | -3.67% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.71% | — | -10.50% | |
| 44 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.68% | +0.04% | +8.13% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.67% | -0.07% | -0.60% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.66% | -0.02% | +1.34% | |
| 47 | SLB | Slb LTD | Stock-Energy | 0.64% | -0.03% | +3.37% | |
| 48 | ECL | Ecolab Inc | Stock-Materials | 0.64% | +0.04% | +0.72% | |
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.63% | +0.21% | -1.57% | |
| 50 | LIN | Linde plc | Stock-Materials | 0.59% | -0.01% | -11.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ICE | Intercontinental Exchange In | +0.8% | +4001.86% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | +0.48% | Add |
| 3 | V | Visa Inc-class A Shares | +0.4% | +1.03% | Add |
| 4 | AAPL | Apple Inc | +0.3% | -0.26% | Trim |
| 5 | HON | Honeywell International Inc | +0.2% | +7.16% | Add |
| 6 | WST | West Pharmaceutical Services | +0.2% | +5.48% | Add |
| 7 | MA | Mastercard Inc - A | +0.2% | +0.42% | Add |
| 8 | XLY | Ss Consumer Disc Select Sect | +0.1% | +116.92% | Add |
| 9 | WTMF | Wisdomtree Mgd Futures Strat | +0.1% | NEW | New buy |
| 10 | VEEV | Veeva Systems Inc-class A | +0.1% | +4.95% | Add |
| 11 | INTU | Intuit Inc | +0.1% | +2.95% | Add |
| 12 | RF | Regions Financial CORP | +0.1% | NEW | New buy |
| 13 | XLE | Ss Energy Select Sector | +0.1% | +41.03% | Add |
| 14 | GEV | GE Vernova Inc | +0.1% | -1.60% | Trim |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | +7.70% | Add |
| 16 | GLD | Spdr Gold Shares | +0.1% | -1.83% | Trim |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +11.91% | Add |
| 18 | CB | Chubb Limited | 0% | +1.55% | Add |
| 19 | JPM | Jpmorgan Chase & Co | 0% | -15.21% | Trim |
| 20 | SPLB | Ss Spdr P Long Term C ETF | 0% | +4.84% | Add |
| 21 | NOBL | Proshares S&p 500 Dividend A | 0% | +3.38% | Add |
| 22 | MBB | Ishares Mbs ETF | 0% | +0.09% | Add |
| 23 | PEP | Pepsico Inc | 0% | +6.62% | Add |
| 24 | TXN | Texas Instruments Inc | 0% | +3.65% | Add |
| 25 | GE | General Electric | 0% | -0.01% | Trim |
| 26 | ECL | Ecolab Inc | 0% | +0.72% | Add |
| 27 | XOM | Exxon Mobil CORP | 0% | +2.87% | Add |
| 28 | SO | Southern Co/the | 0% | -1.72% | Trim |
| 29 | HPQ | Hp Inc | 0% | -1.57% | Trim |
| 30 | LLY | Eli Lilly & Co | 0% | +2.22% | Add |
| 31 | MRK | Merck & Co. Inc. | -0.1% | +7.91% | Add |
| 32 | VZ | Verizon Communications Inc | -0.1% | +2.23% | Add |
| 33 | GIS | General Mills Inc | -0.1% | +2.34% | Add |
| 34 | ABBV | Abbvie Inc | -0.1% | -7.94% | Trim |
| 35 | HBAN | Huntington Bancshares Inc | -0.1% | EXIT | Sold out |
| 36 | ED | Consolidated Edison Inc | -0.1% | +0.47% | Add |
| 37 | TMO | Thermo Fisher Scientific Inc | -0.1% | +5.67% | Add |
| 38 | KO | Coca-cola Co/the | -0.1% | +1.34% | Add |
| 39 | UL | Unilever PLC | -0.1% | -2.42% | Trim |
| 40 | JNJ | Johnson & Johnson | -0.1% | -1.05% | Trim |
| 41 | HD | Home Depot Inc | -0.1% | -10.50% | Trim |
| 42 | DHR | Danaher CORP | -0.1% | -44.85% | Trim |
| 43 | CL | Colgate-palmolive Co | -0.1% | -5.81% | Trim |
| 44 | NKE | Nike Inc -cl B | -0.1% | -3.67% | Trim |
| 45 | LIN | Linde plc | -0.1% | -11.45% | Trim |
| 46 | NEE | Nextera Energy Inc | -0.2% | +1.03% | Add |
| 47 | UNH | Unitedhealth Group Inc | -0.2% | +1.87% | Add |
| 48 | SPGI | S&p Global Inc | -0.5% | -74.45% | Trim |
| 49 | ✓ | -0.7% | — | Unchanged | |
| 50 | BLKCHF | Blackrock Inc | -1.3% | EXIT | Sold out |
According to official SEC Form 13F filings, Rockland Trust Co reported a total U.S. public equity portfolio value of $2.5B across 279 disclosed positions in Q4 2024.
During Q4 2024, Rockland Trust Co's top holdings by market value included MSFT (4.8%)、GLD (4.4%)、GOOGL (4.0%). The largest single position, MSFT, represented 4.8% 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, GOOGL) accounted for 15.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
WTMF
市值: $2.1M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $25.9M
In Q4 2024, Rockland Trust Co made 49 total portfolio adjustments, initiating 2 new buys, adding to 29 positions, trimming 16 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.
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.
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