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CIK: 0000084616
Total reported value
$2.5B
$2.5B
275 檔
15.3%
As reported in its official Q1 2025 Form 13F filing, Rockland Trust Co's tracked investment portfolio stood at $2.5B with 275 total positions.
In Q1 2025, Rockland Trust Co displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including GLD, MSFT, IVOV) accounted for 15.3% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 275 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 4.96% | -0.85% | -4.04% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.34% | +0.21% | +2.14% | |
| 3 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 3.70% | +0.32% | -0.17% | |
| 4 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 3.37% | +0.21% | +1.70% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.26% | +0.57% | -0.20% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.84% | +0.32% | -0.59% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 2.82% | +0.08% | +6.39% | |
| 8 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.34% | -0.30% | +9.20% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.33% | +0.31% | -2.53% | |
| 10 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.23% | -0.11% | +18.28% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.12% | +0.01% | +1.50% | |
| 12 | ✓ | Stock-Other | 2.05% | -1.02% | +0.05% | ||
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.95% | -0.03% | -3.87% | |
| 14 | INDB | Independent Bank Corp/ma | Stock-Other | 1.90% | +0.26% | -0.21% | |
| 15 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 1.84% | +0.05% | +2.41% | |
| 16 | CB | Chubb Limited | Stock-Financials | 1.83% | -0.17% | +0.08% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.76% | — | +6.44% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.71% | -0.46% | -5.43% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.70% | +0.03% | -14.02% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.70% | -0.24% | +20.15% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.69% | -0.44% | +3.51% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.66% | +0.10% | -1.78% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.51% | +0.21% | +4.26% | |
| 24 | EOG | Eog Resources Inc | Stock-Energy | 1.45% | -0.16% | +0.92% | |
| 25 | BLK | Blackrock Inc | Stock-Financials | 1.28% | +0.05% | — | |
| 26 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.24% | +0.20% | -5.79% | |
| 27 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.22% | +0.03% | +5.59% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 1.18% | -0.11% | -0.21% | |
| 29 | INTU | Intuit Inc | Stock-Tech | 1.17% | -0.01% | +4.57% | |
| 30 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.15% | -0.02% | -18.08% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 1.12% | +0.46% | +4.38% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 1.12% | -1.15% | EXIT | |
| 33 | ACN | Accenture plc | Stock-Tech | 1.09% | -0.19% | +1.72% | |
| 34 | ROP | Roper Technologies Inc | Stock-Tech | 1.08% | -0.50% | +1.50% | |
| 35 | ADP | Automatic Data Processing | Stock-Tech | 1.07% | -0.05% | -2.64% | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.98% | -0.13% | +0.59% | |
| 37 | ICE | Intercontinental Exchange In | Stock-Financials | 0.96% | -0.13% | +2.49% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.90% | -0.18% | -2.40% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.82% | +0.05% | +2.27% | |
| 40 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.79% | -0.04% | +26.67% | |
| 41 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.79% | +0.04% | -0.65% | |
| 42 | SLB | Slb LTD | Stock-Energy | 0.78% | -0.03% | +12.34% | |
| 43 | CPRT | Copart Inc | Stock-Industrials | 0.75% | -0.02% | +0.91% | |
| 44 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.73% | — | +8.34% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.73% | +0.21% | +31.40% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.71% | -0.07% | +0.04% | |
| 47 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.70% | +0.04% | +2.34% | |
| 48 | ECL | Ecolab Inc | Stock-Materials | 0.68% | +0.04% | -0.99% | |
| 49 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.63% | +0.01% | -1.22% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.61% | -0.02% | -18.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | IVOV | Vanguard S&p Mid-cap 400 Val | — | NEW | New buy |
| 4 | NOBL | Proshares S&p 500 Dividend A | — | NEW | New buy |
| 5 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 6 | AAPL | Apple Inc | — | NEW | New buy |
| 7 | MBB | Ishares Mbs ETF | — | NEW | New buy |
| 8 | PEP | Pepsico Inc | — | NEW | New buy |
| 9 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 10 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 11 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 12 | ✓ | — | NEW | New buy | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 14 | INDB | Independent Bank Corp/ma | — | NEW | New buy |
| 15 | SPLB | Ss Spdr P Long Term C ETF | — | NEW | New buy |
| 16 | CB | Chubb Limited | — | NEW | New buy |
| 17 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 18 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 19 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 20 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 21 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 22 | MA | Mastercard Inc - A | — | NEW | New buy |
| 23 | UNP | Union Pacific CORP | — | NEW | New buy |
| 24 | EOG | Eog Resources Inc | — | NEW | New buy |
| 25 | BLK | Blackrock Inc | — | NEW | New buy |
| 26 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 27 | STIP | Ishares 0-5 Year Tips Bond E | — | NEW | New buy |
| 28 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 29 | INTU | Intuit Inc | — | NEW | New buy |
| 30 | SBUX | Starbucks CORP | — | NEW | New buy |
| 31 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 32 | HON | Honeywell International Inc | — | NEW | New buy |
| 33 | ACN | Accenture plc | — | NEW | New buy |
| 34 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 35 | ADP | Automatic Data Processing | — | NEW | New buy |
| 36 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 37 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 38 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 39 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 40 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 41 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 42 | SLB | Slb LTD | — | NEW | New buy |
| 43 | CPRT | Copart Inc | — | NEW | New buy |
| 44 | WST | West Pharmaceutical Services | — | NEW | New buy |
| 45 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 46 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 47 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 48 | ECL | Ecolab Inc | — | NEW | New buy |
| 49 | WEC | Wec Energy Group Inc | — | NEW | New buy |
| 50 | KO | Coca-cola Co/the | — | NEW | New buy |
According to official SEC Form 13F filings, Rockland Trust Co reported a total U.S. public equity portfolio value of $2.5B across 275 disclosed positions in Q1 2025.
During Q1 2025, Rockland Trust Co's top holdings by market value included GLD (5.0%)、MSFT (4.3%)、IVOV (3.7%). The largest single position, GLD, represented 5.0% of total portfolio value.
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Top New Position Initiated
GLD
市值: $98.8M
In Q1 2025, Rockland Trust Co made 50 total portfolio adjustments, initiating 50 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.
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