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CIK: 0000084616
Total reported value
$2.5B
$2.5B
302 檔
21.2%
According to the latest 13F quarterly dataset, Rockland Trust Co managed an equity portfolio of $2.5B at the end of Q3 2025, spanning 302 distinct U.S. exchange-listed positions.
In Q3 2025, Rockland Trust Co displayed an active expansion posture, initiating 8 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 302 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.61% | +0.21% | +17.27% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.13% | +0.57% | +8.83% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 4.57% | -0.85% | -2.55% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.50% | +0.32% | +29.52% | |
| 5 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 3.33% | +0.32% | -0.85% | |
| 6 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.82% | +0.21% | +0.58% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 2.33% | +0.08% | -0.83% | |
| 8 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.04% | -0.30% | +4.60% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.00% | +0.31% | +10.06% | |
| 10 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.00% | -0.11% | +5.46% | |
| 11 | INDB | Independent Bank Corp/ma | Stock-Other | 1.94% | +0.26% | -6.27% | |
| 12 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.86% | -0.24% | +13.83% | |
| 13 | ✓ | Stock-Other | 1.78% | -1.02% | -0.10% | ||
| 14 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 1.61% | +0.05% | +0.96% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.59% | -0.46% | +25.53% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 1.56% | +0.10% | +13.77% | |
| 17 | UNP | Union Pacific CORP | Stock-Industrials | 1.49% | +0.21% | +12.85% | |
| 18 | CB | Chubb Limited | Stock-Financials | 1.45% | -0.17% | +4.79% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.38% | -0.44% | +4.91% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.36% | +0.03% | -7.63% | |
| 21 | BLK | Blackrock Inc | Stock-Financials | 1.31% | +0.05% | +1.03% | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.27% | +0.05% | +17.36% | |
| 23 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.21% | +0.20% | +1.92% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.19% | -0.11% | +10.53% | |
| 25 | EOG | Eog Resources Inc | Stock-Energy | 1.13% | -0.16% | +5.11% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.10% | +0.99% | +319.76% | |
| 27 | TXN | Texas Instruments Inc | Stock-Tech | 1.07% | +0.46% | +3.16% | |
| 28 | INTU | Intuit Inc | Stock-Tech | 1.04% | -0.01% | +0.54% | |
| 29 | HON | Honeywell International Inc | Stock-Industrials | 1.04% | -1.15% | EXIT | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 1.03% | -0.54% | +15.61% | |
| 31 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.03% | +0.08% | +8.94% | |
| 32 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.03% | -0.04% | +5.93% | |
| 33 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.99% | +0.03% | -1.04% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.92% | +0.03% | +1093.97% | |
| 35 | CPRT | Copart Inc | Stock-Industrials | 0.90% | -0.02% | +9.77% | |
| 36 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.90% | — | — | |
| 37 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.89% | — | +6.52% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.89% | -0.19% | +18.69% | |
| 39 | ICE | Intercontinental Exchange In | Stock-Financials | 0.88% | -0.13% | +19.67% | |
| 40 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.86% | -0.02% | +0.84% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.81% | -0.13% | +3.96% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.18% | -4.63% | |
| 43 | ROP | Roper Technologies Inc | Stock-Tech | 0.77% | -0.50% | +1.57% | |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.76% | +0.12% | +9.18% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | +0.09% | +159.72% | |
| 46 | SLB | Slb LTD | Stock-Energy | 0.67% | -0.03% | +13.23% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | — | +26.41% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | — | +2.30% | |
| 49 | ECL | Ecolab Inc | Stock-Materials | 0.62% | +0.04% | +4.98% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.09% | +39.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.9% | +8.83% | Add |
| 2 | MSFT | Microsoft CORP | +1.3% | +17.27% | Add |
| 3 | SCHW | Schwab (charles) CORP | +1% | +8.94% | Add |
| 4 | ORCL | Oracle CORP | +1% | +15.61% | Add |
| 5 | NVDA | Nvidia CORP | +0.9% | +319.76% | Add |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.8% | +1093.97% | Add |
| 7 | AAPL | Apple Inc | +0.7% | +29.52% | Add |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.5% | +17.36% | Add |
| 9 | AMZN | Amazon.com Inc | +0.4% | +351.82% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +159.72% | Add |
| 11 | COST | Costco Wholesale CORP | +0.3% | +860.69% | Add |
| 12 | NKE | Nike Inc -cl B | +0.2% | +5.93% | Add |
| 13 | TJX | Tjx Companies Inc | +0.2% | +13.83% | Add |
| 14 | WST | West Pharmaceutical Services | +0.2% | +6.52% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.2% | +74.95% | Add |
| 16 | CPRT | Copart Inc | +0.2% | +9.77% | Add |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.2% | +100.78% | Add |
| 18 | GD | General Dynamics CORP | +0.1% | +703.35% | Add |
| 19 | AGG | Ishares Core U.s. Aggregate | +0.1% | — | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | +173.05% | Add |
| 21 | CVX | Chevron CORP | +0.1% | +85.45% | Add |
| 22 | INDB | Independent Bank Corp/ma | 0% | -6.27% | Add |
| 23 | HD | Home Depot Inc | 0% | +26.41% | Add |
| 24 | LLY | Eli Lilly & Co | 0% | +39.41% | Add |
| 25 | BLK | Blackrock Inc | 0% | +1.03% | Add |
| 26 | ABT | Abbott Laboratories | 0% | +26.80% | Add |
| 27 | NEE | Nextera Energy Inc | 0% | +10.53% | Add |
| 28 | UNP | Union Pacific CORP | 0% | +12.85% | Add |
| 29 | VEEV | Veeva Systems Inc-class A | 0% | +1.92% | Trim |
| 30 | TXN | Texas Instruments Inc | -0.1% | +3.16% | Add |
| 31 | HON | Honeywell International Inc | -0.1% | +15.51% | Add |
| 32 | MA | Mastercard Inc - A | -0.1% | +13.77% | Add |
| 33 | META | Meta Platforms Inc-class A | -0.1% | +25.53% | Trim |
| 34 | BMY | Bristol-myers Squibb Co | -0.2% | -5.53% | Trim |
| 35 | MRK | Merck & Co. Inc. | -0.2% | +5.46% | Add |
| 36 | PEP | Pepsico Inc | -0.3% | +4.60% | Add |
| 37 | IVOV | Vanguard S&p Mid-cap 400 Val | -0.4% | -0.85% | Add |
| 38 | GLD | Spdr Gold Shares | -0.4% | -2.55% | Trim |
| 39 | ADP | Automatic Data Processing | -0.7% | -11.05% | Trim |
| 40 | PG | Procter & Gamble Co/the | -1.1% | +2.30% | Trim |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -1.6% | -13.15% | Trim |
| 42 | UNH | Unitedhealth Group Inc | -2.1% | -94.86% | Trim |
| 43 | FHLC | Fidelity Msci Health Care | — | NEW | New buy |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 45 | DBMF | Imgp Dbi Managed Futures Str | — | NEW | New buy |
| 46 | MS | Morgan Stanley | — | NEW | New buy |
| 47 | DFAE | Dimensional Emerging Core Eq | — | NEW | New buy |
| 48 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 49 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 50 | CRM | Salesforce Inc | — | 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 302 disclosed positions in Q3 2025.
During Q3 2025, Rockland Trust Co's top holdings by market value included MSFT (5.6%)、GOOGL (5.1%)、GLD (4.6%). The largest single position, MSFT, represented 5.6% 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, GOOGL, GLD) accounted for 21.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
FHLC
市值: $21.9M
Top Position Liquidated / Trimmed
GLD
前期市值: $98.8M
In Q3 2025, Rockland Trust Co made 50 total portfolio adjustments, initiating 8 new buys, adding to 34 positions, trimming 8 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.
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