Plimoth Trust Co. LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Plimoth Trust Co. LLC reported 159 stock positions worth $389.4 million. Its top holding was Apple (AAPL) at 7.1% of the portfolio, followed by Microsoft (MSFT, 5.6%) and Nvidia (NVDA, 4.1%). Compared with Q3 2024, it opened 4 new positions, sold out of 5, added to 42 and reduced 91. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale CVS Health (CVS, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- SWANSEA, MA
- CIK
- 0001623678
- Portfolio Value
- $389.4M (Q4 2024)
- SEC Filing
- 0001623678-25-000001 ↗ filed Jan 23, 2025
Holdings Value
Holdings 159 stocks · $389.4M
| AAPL Apple Inc. | 7.13% | 110,826 | $27.8M | Reduce -1.0% |
| MSFT Microsoft Corp. | 5.59% | 51,626 | $21.8M | Reduce -0.7% |
| NVDA Nvidia Corp. | 4.09% | 118,500 | $15.9M | Add +0.1% |
| AMZN Amazon.com Inc. | 3.55% | 63,005 | $13.8M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 3.26% | 67,022 | $12.7M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 2.91% | 47,228 | $11.3M | Reduce -1.4% |
| WMT Walmart Inc. | 2.08% | 89,666 | $8.1M | Reduce -1.3% |
| CRM Salesforce Inc. | 1.95% | 22,753 | $7.6M | Reduce -1.1% |
| AGG iShares Core U.S. Aggregate | 1.91% | 76,567 | $7.4M | Add +1.7% |
| V Visa Inc. Class A | 1.72% | 21,208 | $6.7M | Reduce -0.1% |
| VNQ Vanguard Real Estate ETF | 1.60% | 69,989 | $6.2M | Add +1.6% |
| AMAT Applied Materials Inc. | 1.48% | 35,450 | $5.8M | Add +0.6% |
| PG The Procter & Gamble Co. | 1.46% | 33,873 | $5.7M | Reduce -0.8% |
| QCOM Qualcomm Inc. | 1.44% | 36,411 | $5.6M | Add +0.5% |
| CVX Chevron Corp. | 1.38% | 37,144 | $5.4M | Reduce -3.6% |
| XOM Exxon Mobil Corp. | 1.35% | 48,993 | $5.3M | Add +0.3% |
| JNJ Johnson & Johnson | 1.31% | 35,308 | $5.1M | Add +0.2% |
| PGX Invesco Preferred ETF | 1.31% | 442,634 | $5.1M | Reduce -4.8% |
| MCD McDonald's Corp. | 1.30% | 17,428 | $5.1M | Reduce -1.2% |
| UNH Unitedhealth Group Inc. | 1.28% | 9,865 | $5.0M | Reduce -1.4% |
| MRK Merck & Co. Inc. | 1.23% | 48,146 | $4.8M | Add +1.1% |
| CAT Caterpillar Inc. | 1.17% | 12,508 | $4.5M | Reduce -0.2% |
| CB Chubb Ltd. | 1.13% | 15,960 | $4.4M | Reduce -0.5% |
| NEE Nextera Energy Inc. | 1.06% | 57,713 | $4.1M | Add +0.8% |
| RTX RTX Corp. | 1.06% | 35,686 | $4.1M | Reduce -0.7% |
| XLK SS Technology Select Sector | 1.05% | 17,585 | $4.1M | Reduce -8.5% |
| LLY Eli Lilly & Co. | 1.05% | 5,271 | $4.1M | Add +0.8% |
| IQLT iShares MSCI International Q | 1.04% | 108,683 | $4.0M | Add +4.6% |
| LOW Lowe's Cos Inc. | 1.02% | 16,040 | $4.0M | Reduce -0.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.99% | 87,515 | $3.8M | Add +0.3% |
| ETN Eaton Corp. PLC | 0.98% | 11,508 | $3.8M | Reduce -3.5% |
| SYK Stryker Corp. | 0.97% | 10,457 | $3.8M | Add +0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.93% | 16,482 | $3.6M | Reduce -1.8% |
| ABBV Abbvie Inc. | 0.93% | 20,295 | $3.6M | Reduce -1.3% |
| ADBE Adobe Inc. | 0.91% | 7,974 | $3.5M | Add +2.0% |
| T AT&T Inc. | 0.90% | 153,077 | $3.5M | Add +1.6% |
| DUK Duke Energy Corp. | 0.89% | 32,092 | $3.5M | Reduce -0.2% |
| KO The Coca-Cola Co. | 0.89% | 55,410 | $3.4M | Reduce -1.7% |
| ABT Abbott Laboratories | 0.87% | 30,112 | $3.4M | Reduce -0.6% |
| HD Home Depot Inc. | 0.86% | 8,639 | $3.4M | Reduce -2.4% |
| LIN Linde PLC | 0.83% | 7,762 | $3.2M | Add +0.2% |
| VZ Verizon Communications Inc. | 0.82% | 79,362 | $3.2M | Reduce -4.1% |
| DE Deere & Co. | 0.76% | 6,990 | $3.0M | Add +0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.75% | 24,171 | $2.9M | Add +0.3% |
| AMGN Amgen Inc. | 0.74% | 11,107 | $2.9M | Add +3.5% |
| AXP American Express Co. | 0.72% | 9,446 | $2.8M | Reduce -1.1% |
| EMR Emerson Electric Co. | 0.72% | 22,561 | $2.8M | Reduce -0.1% |
| UNP Union Pacific Corp. | 0.70% | 12,036 | $2.7M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 0.69% | 14,122 | $2.7M | Add +0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.68% | 23,642 | $2.6M | Reduce -2.4% |
| PEP Pepsico Inc. | 0.67% | 17,272 | $2.6M | Add +3.6% |
| LMT Lockheed Martin Corp. | 0.61% | 4,875 | $2.4M | Reduce -0.3% |
| DRI Darden Restaurants Inc. | 0.58% | 12,185 | $2.3M | Add +1.1% |
| NKE Nike Inc. Class B | 0.58% | 29,983 | $2.3M | Reduce -3.8% |
| GS Goldman Sachs Group Inc. | 0.58% | 3,960 | $2.3M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.57% | 4,910 | $2.2M | Add +2.0% |
| TMUS T-Mobile US Inc. | 0.56% | 9,953 | $2.2M | Add +0.4% |
| GE General Electric filed as GE AEROSPACE | 0.56% | 13,058 | $2.2M | No change |
| CSCO Cisco Systems Inc. | 0.54% | 35,323 | $2.1M | Add +0.3% |
| UPS United Parcel Service Class B | 0.51% | 15,842 | $2.0M | Reduce -2.3% |
| INTC Intel Corp. | 0.50% | 97,740 | $2.0M | Reduce -9.3% |
| ACN Accenture PLC Class A | 0.50% | 5,565 | $2.0M | Add +0.1% |
| CMCSA Comcast Corp. Class A | 0.49% | 51,345 | $1.9M | Reduce -0.9% |
| SYY Sysco Corp. | 0.45% | 22,975 | $1.8M | Reduce -0.7% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.45% | 30,043 | $1.7M | Add +1.3% |
| BMY Bristol-Myers Squibb Co. | 0.43% | 29,764 | $1.7M | Reduce -1.3% |
| XLF SS Financial Select Sector | 0.40% | 32,236 | $1.6M | Reduce -1.3% |
| STZ Constellation Brands Inc. Class A | 0.39% | 6,860 | $1.5M | Add +4.0% |
| PFE Pfizer Inc. | 0.39% | 56,745 | $1.5M | Reduce -7.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.38% | 5,600 | $1.5M | Add +3.0% |
| PSA Public Storage | 0.38% | 4,893 | $1.5M | No change |
| XLY SS Consumer Disc Select Sect | 0.35% | 6,106 | $1.4M | Reduce -5.0% |
| PFFD Global X US Preferred ETF | 0.35% | 69,124 | $1.3M | Reduce -3.9% |
| CVS CVS Health Corp. | 0.35% | 29,961 | $1.3M | Reduce -24.4% |
| XLV SS Health Care Select Sector | 0.34% | 9,706 | $1.3M | Reduce -3.7% |
| TGT Target Corp. | 0.34% | 9,751 | $1.3M | Reduce -2.2% |
| DWM Wisdomtree International Equ | 0.33% | 24,277 | $1.3M | No change |
| PANW Palo Alto Networks Inc. | 0.32% | 6,884 | $1.3M | Add +6.9% |
| ADP Automatic Data Processing | 0.31% | 4,059 | $1.2M | Reduce -1.3% |
| XLC SS Comm Select Sector SPDR | 0.30% | 11,931 | $1.2M | Reduce -10.3% |
| TD Toronto-Dominion Bank | 0.29% | 21,317 | $1.1M | Reduce -1.0% |
| IJR iShares Core S&P Small-Cap E | 0.28% | 9,466 | $1.1M | Add +4.9% |
| TRV The Travelers Cos Inc. | 0.28% | 4,524 | $1.1M | Add +5.5% |
| BLK BlackRock Inc. | 0.28% | 1,059 | $1.1M | Reduce -0.7% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.28% | 10,328 | $1.1M | No change |
| GEV GE Vernova Inc. | 0.28% | 3,279 | $1.1M | No change |
| ED Consolidated Edison Inc. | 0.28% | 12,061 | $1.1M | Reduce -1.6% |
| XLI SS Industrial Select Sector | 0.26% | 7,800 | $1.0M | Reduce -2.2% |
| HON Honeywell International Inc. | 0.25% | 4,388 | $991K | Reduce -1.1% |
| MET Metlife Inc. | 0.24% | 11,228 | $919K | No change |
| META Meta Platforms Inc. Class A | 0.24% | 1,570 | $919K | Add +1.0% |
| TFC Truist Financial Corp. | 0.23% | 20,517 | $890K | Reduce -3.2% |
| SO The Southern Co. | 0.22% | 10,247 | $844K | Reduce -1.3% |
| ETR Entergy Corp. | 0.22% | 11,090 | $841K | Reduce -2.5% |
| MO Altria Group Inc. | 0.21% | 15,615 | $817K | Reduce -0.6% |
| XLP SS Consumer Staples Sel Sect | 0.20% | 10,109 | $795K | Add +0.1% |
| PM Philip Morris International | 0.20% | 6,360 | $765K | Reduce -0.2% |
| INTU Intuit Inc. | 0.19% | 1,170 | $735K | Reduce -1.7% |
| MDT Medtronic PLC | 0.18% | 8,613 | $688K | Reduce -18.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.17% | 1 | $681K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| CVS CVS Health Corp. | Reduce -24.4% | 0.35% | −0.28 |
| UNH Unitedhealth Group Inc. | Reduce -1.4% | 1.28% | −0.19 |
| PGX Invesco Preferred ETF | Reduce -4.8% | 1.31% | −0.14 |
| KO The Coca-Cola Co. | Reduce -1.7% | 0.89% | −0.13 |
| INTC Intel Corp. | Reduce -9.3% | 0.50% | −0.13 |
| VZ Verizon Communications Inc. | Reduce -4.1% | 0.82% | −0.12 |
| LMT Lockheed Martin Corp. | Reduce -0.3% | 0.61% | −0.11 |
| NKE Nike Inc. Class B | Reduce -3.8% | 0.58% | −0.11 |
| ABBV Abbvie Inc. | Reduce -1.3% | 0.93% | −0.10 |
| LOW Lowe's Cos Inc. | Reduce -0.9% | 1.02% | −0.09 |
| CAT Caterpillar Inc. | Reduce -0.2% | 1.17% | −0.07 |
| MCHP Microchip Technology Inc. | Reduce -0.4% | 0.17% | −0.07 |
| CI The Cigna Group | Sold out | 0.00% | −0.06 |
| MDT Medtronic PLC | Reduce -18.7% | 0.18% | −0.06 |
| PFE Pfizer Inc. | Reduce -7.8% | 0.39% | −0.06 |
| XLB SS Materials Select Sector | Sold out | 0.00% | −0.06 |
| MCD McDonald's Corp. | Reduce -1.2% | 1.30% | −0.06 |
| TGT Target Corp. | Reduce -2.2% | 0.34% | −0.05 |
| TD Toronto-Dominion Bank | Reduce -1.0% | 0.29% | −0.05 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -0.9% | 0.49% | −0.05 |
| DOW Dow Inc. | Reduce -1.8% | 0.14% | −0.05 |
| CVX Chevron Corp. | Reduce -3.6% | 1.38% | −0.05 |
| XLV SS Health Care Select Sector | Reduce -3.7% | 0.34% | −0.05 |
| MSFT Microsoft Corp. | Reduce -0.7% | 5.59% | −0.05 |
| DUK Duke Energy Corp. | Reduce -0.2% | 0.89% | −0.05 |
| ED Consolidated Edison Inc. | Reduce -1.6% | 0.28% | −0.05 |
| UPS United Parcel Service Class B | Reduce -2.3% | 0.51% | −0.04 |
| XLK SS Technology Select Sector | Reduce -8.5% | 1.05% | −0.04 |
| HD Home Depot Inc. | Reduce -2.4% | 0.86% | −0.04 |
| SCCO Southern Copper Corp. | Reduce -1.4% | 0.14% | −0.04 |
| RTX RTX Corp. | Reduce -0.7% | 1.06% | −0.04 |
| CB Chubb Ltd. | Reduce -0.5% | 1.13% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.8% | 1.46% | −0.03 |
| PFFD Global X US Preferred ETF | Reduce -3.9% | 0.35% | −0.03 |
| DD Dupont DE Nemours Inc. | Reduce -3.0% | 0.15% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -18.4% | 0.11% | −0.03 |
| NUE Nucor Corp. | Reduce -4.9% | 0.07% | −0.02 |
| AMT American Tower Corp. | Reduce -2.5% | 0.08% | −0.02 |
| XPMQX PIMCO Muni Income Fund III | Sold out | 0.00% | −0.02 |
| SO The Southern Co. | Reduce -1.3% | 0.22% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.2% | 0.11% | −0.02 |
| PFG Principal Financial Group | Reduce -1.9% | 0.16% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -3.5% | 0.98% | −0.01 |
| SBUX Starbucks Corp. | Reduce -4.2% | 0.15% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -1.9% | 0.16% | −0.01 |
| XLE SS Energy Select Sector | Reduce -8.3% | 0.12% | −0.01 |
| PFXF Vaneck Pref Sec X-Financials | Reduce -2.4% | 0.17% | −0.01 |
| CPB The Campbell's Company | Reduce -2.1% | 0.06% | −0.01 |
| D Dominion Energy Inc. | Reduce -0.6% | 0.16% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | Add +0.1% | 4.09% | +0.46 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.12% | +0.12 |
| BAC Bank of America Corp. | Add +0.3% | 0.99% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +0.6% | 0.69% | +0.10 |
| GS Goldman Sachs Group Inc. | Add +0.1% | 0.58% | +0.09 |
| DRI Darden Restaurants Inc. | Add +1.1% | 0.58% | +0.09 |
| CSCO Cisco Systems Inc. | Add +0.3% | 0.54% | +0.07 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.06% | +0.06 |
| T AT&T Inc. | Add +1.6% | 0.90% | +0.06 |
| BBT Beacon Financial Corp. | New | 0.05% | +0.05 |
| EW Edwards Lifesciences Corp. | New | 0.05% | +0.05 |
| TMUS T-Mobile US Inc. | Add +0.4% | 0.56% | +0.05 |
| PANW Palo Alto Networks Inc. | Add +6.9% | 0.32% | +0.04 |
| TJX TJX Companies Inc. | Add +0.3% | 0.75% | +0.04 |
| DE Deere & Co. | Add +0.5% | 0.76% | +0.03 |
| TRV The Travelers Cos Inc. | Add +5.5% | 0.28% | +0.03 |
| SYK Stryker Corp. | Add +0.6% | 0.97% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.0% | 0.38% | +0.02 |
| COST Costco Wholesale Corp. | Add +7.1% | 0.15% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +4.9% | 0.28% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.0% | 0.57% | +0.01 |
| META Meta Platforms Inc. Class A | Add +1.0% | 0.24% | +0.01 |
| ACN Accenture PLC Class A | Add +0.1% | 0.50% | +0.01 |
| VTWO Vanguard Russell 2000 ETF | Add +0.0% | 0.08% | +0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +1.0% | 0.09% | −0.00 |
| XLRE SS Real Estate Select Sector | Add +2.6% | 0.07% | −0.00 |
| XLP SS Consumer Staples Sel Sect | Add +0.1% | 0.20% | −0.01 |
| HUM Humana Inc. | Add +2.5% | 0.05% | −0.01 |
| AGG iShares Core U.S. Aggregate | Add +1.7% | 1.91% | −0.02 |
| EEMV iShares MSCI Emg MKT Min Vol | Add +1.3% | 0.45% | −0.02 |
| GEHC GE Healthcare Technology | Add +0.7% | 0.15% | −0.03 |
| UNP Union Pacific Corp. | Add +1.1% | 0.70% | −0.03 |
| STZ Constellation Brands Inc. Class A | Add +4.0% | 0.39% | −0.04 |
| PEP Pepsico Inc. | Add +3.6% | 0.67% | −0.04 |
| IQLT iShares MSCI International Q | Add +4.6% | 1.04% | −0.05 |
| XOM Exxon Mobil Corp. | Add +0.3% | 1.35% | −0.09 |
| VNQ Vanguard Real Estate ETF | Add +1.6% | 1.60% | −0.09 |
| LIN Linde PLC | Add +0.2% | 0.83% | −0.10 |
| ADBE Adobe Inc. | Add +2.0% | 0.91% | −0.11 |
| QCOM Qualcomm Inc. | Add +0.5% | 1.44% | −0.12 |
| LLY Eli Lilly & Co. | Add +0.8% | 1.05% | −0.12 |
| JNJ Johnson & Johnson | Add +0.2% | 1.31% | −0.13 |
| AMGN Amgen Inc. | Add +3.5% | 0.74% | −0.13 |
| MRK Merck & Co. Inc. | Add +1.1% | 1.23% | −0.13 |
| NEE Nextera Energy Inc. | Add +0.8% | 1.06% | −0.16 |
| AMAT Applied Materials Inc. | Add +0.6% | 1.48% | −0.31 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 175 | $500.8M | AAPL, NVDA, MSFT, GOOGL, AMAT |
| Q1 2026 | 173 | $447.4M | AAPL, NVDA, MSFT, GOOGL, AMZN |
| Q4 2025 | 172 | $448.8M | AAPL, MSFT, NVDA, GOOGL, AMZN |
| Q3 2025 | 168 | $441.6M | MSFT, AAPL, NVDA, GOOGL, AMZN |
| Q2 2025 | 164 | $417.0M | MSFT, AAPL, NVDA, AMZN, JPM |
| Q1 2025 | 160 | $383.9M | AAPL, MSFT, NVDA, AMZN, JPM |
| Q4 2024 | 159 | $389.4M | AAPL, MSFT, NVDA, AMZN, GOOGL |
| Q3 2024 | 160 | $396.9M | AAPL, MSFT, NVDA, AMZN, GOOGL |
| Q2 2024 | 156 | $374.8M | AAPL, MSFT, NVDA, GOOGL, AMZN |
| Q1 2024 | 157 | $375.3M | MSFT, AAPL, AMZN, JPM, NVDA |