Plimoth Trust Co. LLC

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), Plimoth Trust Co. LLC reported 160 stock positions worth $383.9 million. Its top holding was Apple (AAPL) at 6.2% of the portfolio, followed by Microsoft (MSFT, 5.3%) and Nvidia (NVDA, 3.8%). Compared with Q4 2024, it opened 6 new positions, sold out of 5, added to 60 and reduced 85. The biggest buy was a new position in Broadcom (AVGO) and the biggest sale Apple (AAPL, shares −3%).

Most Recent 13F: Q2 2026
Location: SWANSEA, MA
CIK: 0001623678
Portfolio Value: $383.9M (Q1 2025)
SEC Filing: 0001623678-25-000002 ↗ filed Apr 21, 2025

Holdings Value

Holdings 160 stocks · $383.9M


AAPL Apple Inc.	6.21%	107,351	$23.8M	Reduce -3.1%
MSFT Microsoft Corp.	5.34%	54,615	$20.5M	Add +5.8%
NVDA Nvidia Corp.	3.77%	133,436	$14.5M	Add +12.6%
AMZN Amazon.com Inc.	3.12%	62,900	$12.0M	Reduce -0.2%
JPM JPMorgan Chase & Co.	2.93%	45,798	$11.2M	Reduce -3.0%
GOOGL Alphabet Inc. Class A	2.60%	64,591	$10.0M	Reduce -3.6%
XOM Exxon Mobil Corp.	1.87%	60,418	$7.2M	Add +23.3%
V Visa Inc. Class A	1.86%	20,370	$7.1M	Reduce -4.0%
AGG iShares Core U.S. Aggregate	1.81%	70,226	$6.9M	Reduce -8.3%
WMT Walmart Inc.	1.77%	77,547	$6.8M	Reduce -13.5%
LLY Eli Lilly & Co.	1.68%	7,813	$6.5M	Add +48.2%
JNJ Johnson & Johnson	1.53%	35,379	$5.9M	Add +0.2%
PG The Procter & Gamble Co.	1.48%	33,342	$5.7M	Reduce -1.6%
QCOM Qualcomm Inc.	1.48%	36,879	$5.7M	Add +1.3%
MCD McDonald's Corp.	1.42%	17,509	$5.5M	Add +0.5%
CVX Chevron Corp.	1.42%	32,629	$5.5M	Reduce -12.2%
IQLT iShares MSCI International Q	1.38%	133,116	$5.3M	Add +22.5%
AMAT Applied Materials Inc.	1.34%	35,325	$5.1M	Reduce -0.3%
CRM Salesforce Inc.	1.28%	18,297	$4.9M	Reduce -19.6%
MRK Merck & Co. Inc.	1.28%	54,681	$4.9M	Add +13.6%
PGX Invesco Preferred ETF	1.25%	427,010	$4.8M	Reduce -3.5%
RTX RTX Corp.	1.25%	36,138	$4.8M	Add +1.3%
VNQ Vanguard Real Estate ETF	1.23%	52,309	$4.7M	Reduce -25.3%
CB Chubb Ltd.	1.22%	15,532	$4.7M	Reduce -2.7%
T AT&T Inc.	1.20%	163,294	$4.6M	Add +6.7%
UNH Unitedhealth Group Inc.	1.11%	8,160	$4.3M	Reduce -17.3%
ABBV Abbvie Inc.	1.11%	20,273	$4.2M	Reduce -0.1%
XLK SS Technology Select Sector	1.10%	20,544	$4.2M	Add +16.8%
DUK Duke Energy Corp.	1.05%	33,058	$4.0M	Add +3.0%
NEE Nextera Energy Inc.	1.04%	56,308	$4.0M	Reduce -2.4%
LOW Lowe's Cos Inc.	1.00%	16,499	$3.8M	Add +2.9%
CAT Caterpillar Inc.	0.99%	11,574	$3.8M	Reduce -7.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.97%	89,320	$3.7M	Add +2.1%
KO The Coca-Cola Co.	0.96%	51,610	$3.7M	Reduce -6.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.93%	29,448	$3.6M	Add +21.8%
ABT Abbott Laboratories	0.91%	26,197	$3.5M	Reduce -13.0%
AMGN Amgen Inc.	0.87%	10,776	$3.4M	Reduce -3.0%
META Meta Platforms Inc. Class A	0.84%	5,568	$3.2M	Add +254.7%
LIN Linde PLC	0.82%	6,786	$3.2M	Reduce -12.6%
ADBE Adobe Inc.	0.82%	8,218	$3.2M	Add +3.1%
ETN Eaton Corp. PLC	0.82%	11,583	$3.1M	Add +0.7%
SYK Stryker Corp.	0.81%	8,314	$3.1M	Reduce -20.5%
BRK.B Berkshire Hathaway Inc. Class B	0.80%	5,788	$3.1M	Add +17.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.80%	12,370	$3.1M	Reduce -24.9%
UNP Union Pacific Corp.	0.77%	12,489	$3.0M	Add +3.8%
VZ Verizon Communications Inc.	0.76%	64,256	$2.9M	Reduce -19.0%
DE Deere & Co.	0.76%	6,182	$2.9M	Reduce -11.6%
AVGO Broadcom Inc.	0.75%	17,096	$2.9M	New
GE General Electric filed as GE AEROSPACE	0.72%	13,826	$2.8M	Add +5.9%
PEP Pepsico Inc.	0.72%	18,411	$2.8M	Add +6.6%
HD Home Depot Inc.	0.72%	7,500	$2.7M	Reduce -13.2%
AXP American Express Co.	0.69%	9,824	$2.6M	Add +4.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.68%	26,376	$2.6M	Add +11.6%
EMR Emerson Electric Co.	0.66%	22,984	$2.5M	Add +1.9%
TMUS T-Mobile US Inc.	0.63%	9,060	$2.4M	Reduce -9.0%
LMT Lockheed Martin Corp.	0.62%	5,309	$2.4M	Add +8.9%
DRI Darden Restaurants Inc.	0.61%	11,212	$2.3M	Reduce -8.0%
GS Goldman Sachs Group Inc.	0.59%	4,146	$2.3M	Add +4.7%
GOOG Alphabet Inc. Class C	0.58%	14,262	$2.2M	Add +1.0%
XLF SS Financial Select Sector	0.55%	42,624	$2.1M	Add +32.2%
CSCO Cisco Systems Inc.	0.55%	34,363	$2.1M	Reduce -2.7%
NKE Nike Inc. Class B	0.53%	32,115	$2.0M	Add +7.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.50%	7,487	$1.9M	Add +33.7%
EEMV iShares MSCI Emg MKT Min Vol	0.48%	31,681	$1.8M	Add +5.5%
ACN Accenture PLC Class A	0.48%	5,912	$1.8M	Add +6.2%
PANW Palo Alto Networks Inc.	0.47%	10,665	$1.8M	Add +54.9%
XLV SS Health Care Select Sector	0.45%	11,753	$1.7M	Add +21.1%
STZ Constellation Brands Inc. Class A	0.44%	9,296	$1.7M	Add +35.5%
BMY Bristol-Myers Squibb Co.	0.44%	27,539	$1.7M	Reduce -7.5%
SYY Sysco Corp.	0.39%	19,714	$1.5M	Reduce -14.2%
CI The Cigna Group	0.38%	4,476	$1.5M	New
UPS United Parcel Service Class B	0.37%	12,977	$1.4M	Reduce -18.1%
XLY SS Consumer Disc Select Sect	0.37%	7,216	$1.4M	Add +18.2%
DWM Wisdomtree International Equ	0.37%	24,362	$1.4M	Add +0.3%
XLC SS Comm Select Sector SPDR	0.36%	14,320	$1.4M	Add +20.0%
PFE Pfizer Inc.	0.35%	52,275	$1.3M	Reduce -7.9%
ED Consolidated Edison Inc.	0.34%	11,911	$1.3M	Reduce -1.2%
TRV The Travelers Cos Inc.	0.34%	4,972	$1.3M	Add +9.9%
CMCSA Comcast Corp. Class A	0.34%	35,322	$1.3M	Reduce -31.2%
ADP Automatic Data Processing	0.32%	4,003	$1.2M	Reduce -1.4%
XLI SS Industrial Select Sector	0.32%	9,286	$1.2M	Add +19.1%
TD Toronto-Dominion Bank	0.32%	20,257	$1.2M	Reduce -5.0%
IJR iShares Core S&P Small-Cap E	0.32%	11,583	$1.2M	Add +22.4%
PFFD Global X US Preferred ETF	0.31%	62,775	$1.2M	Reduce -9.2%
GEV GE Vernova Inc.	0.28%	3,515	$1.1M	Add +7.2%
BLK BlackRock Inc.	0.26%	1,056	$999K	Reduce -0.3%
PM Philip Morris International	0.25%	6,015	$955K	Reduce -5.4%
SO The Southern Co.	0.24%	10,012	$921K	Reduce -2.3%
HON Honeywell International Inc.	0.24%	4,325	$916K	Reduce -1.4%
MO Altria Group Inc.	0.24%	15,140	$909K	Reduce -3.0%
ETR Entergy Corp.	0.24%	10,625	$908K	Reduce -4.2%
XLP SS Consumer Staples Sel Sect	0.23%	10,998	$898K	Add +8.8%
TGT Target Corp.	0.23%	8,587	$896K	Reduce -11.9%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL	0.23%	10,328	$889K	No change
MET Metlife Inc.	0.23%	11,048	$887K	Reduce -1.6%
PSA Public Storage	0.23%	2,925	$875K	Reduce -40.2%
MDT Medtronic PLC	0.23%	9,714	$873K	Add +12.8%
BRK.A Berkshire Hathaway Inc. Class A	0.21%	1	$798K	No change
TFC Truist Financial Corp.	0.21%	19,377	$797K	Reduce -5.6%
GILD Gilead Sciences Inc.	0.20%	6,995	$784K	Reduce -2.4%
INTU Intuit Inc.	0.18%	1,143	$702K	Reduce -2.3%
KMB Kimberly-Clark Corp.	0.17%	4,712	$670K	Reduce -3.2%
PFG Principal Financial Group	0.17%	7,668	$647K	Reduce -2.4%
NGG National Grid PLC-SP ADR	0.17%	9,816	$644K	Reduce -1.9%
GEHC GE Healthcare Technology	0.16%	7,722	$623K	Add +0.9%
D Dominion Energy Inc.	0.16%	10,960	$615K	Reduce -2.4%
SBUX Starbucks Corp.	0.16%	6,255	$614K	Reduce -3.0%
INTC Intel Corp.	0.16%	26,476	$601K	Reduce -72.9%
EXC Exelon Corp.	0.16%	13,045	$601K	Reduce -4.1%
PFXF Vaneck Pref Sec X-Financials	0.15%	35,129	$589K	Reduce -10.4%
IVV iShares Core S&P 500 ETF	0.15%	1,025	$576K	Add +4.0%
SCCO Southern Copper Corp.	0.15%	6,028	$563K	Reduce -1.8%
DD Dupont DE Nemours Inc.	0.15%	7,474	$558K	Reduce -0.5%
MCHP Microchip Technology Inc.	0.14%	11,080	$536K	Reduce -6.5%
INDB Independent Bank Corp.	0.14%	8,380	$525K	No change
ADI Analog Devices Inc.	0.14%	2,576	$520K	No change
REGN Regeneron Pharmaceuticals	0.13%	807	$512K	Reduce -3.6%
DON Wisdomtree US Midcap Dividen	0.13%	9,753	$483K	Reduce -0.4%
COST Costco Wholesale Corp.	0.12%	488	$462K	Reduce -22.7%
ORCL Oracle Corp.	0.12%	3,254	$455K	Add +2.4%
DOW Dow Inc.	0.12%	12,869	$449K	Reduce -3.3%
PRU Prudential Financial Inc.	0.12%	3,980	$444K	Reduce -1.6%
COP Conocophillips	0.11%	4,192	$440K	Add +20.1%
XLE SS Energy Select Sector	0.11%	4,711	$440K	Reduce -15.6%
AMT American Tower Corp.	0.11%	2,010	$437K	Add +13.6%
PPL PPL Corp.	0.11%	12,090	$437K	Reduce -2.6%
AMP Ameriprise Financial Inc.	0.11%	868	$420K	Reduce -8.0%
APD Air Products & Chemicals Inc.	0.11%	1,423	$420K	Reduce -1.4%
NVO Novo-Nordisk A/S-Spons ADR	0.11%	5,890	$409K	Add +4.3%
BSX Boston Scientific Corp.	0.10%	3,980	$402K	Add +41.1%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.10%	4,962	$391K	Add +10.1%
IP International Paper Co.	0.10%	6,999	$373K	Reduce -3.5%
MMM 3M Co.	0.10%	2,518	$370K	Add +28.6%
CMI Cummins Inc.	0.10%	1,173	$368K	Reduce -13.6%
PSX Phillips 66	0.10%	2,976	$367K	Add +17.8%
FDX FedEx Corp.	0.09%	1,495	$364K	Reduce -2.0%
CHKP Check Point Software Tech	0.09%	1,571	$358K	Reduce -0.3%
DHR Danaher Corp.	0.09%	1,735	$356K	Reduce -12.3%
VTWO Vanguard Russell 2000 ETF	0.09%	4,408	$356K	Add +23.6%
XLRE SS Real Estate Select Sector	0.09%	8,331	$349K	Add +24.1%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC	0.09%	3,771	$346K	Reduce -1.2%
STT State Street Corp.	0.09%	3,865	$346K	Reduce -0.8%
NUE Nucor Corp.	0.09%	2,875	$346K	Add +19.7%
CVS CVS Health Corp.	0.09%	5,060	$343K	Reduce -83.1%
WSM Williams-Sonoma Inc.	0.09%	2,165	$342K	Reduce -1.1%
GSLC Goldman Activebeta US LC ETF	0.08%	2,768	$305K	Add +4.5%
COF Capital One Financial Corp.	0.08%	1,693	$304K	Reduce -9.4%
DES Wisdomtree US Smallcap Divid	0.08%	9,331	$298K	Reduce -0.4%
TMO Thermo Fisher Scientific Inc.	0.08%	590	$294K	Reduce -29.2%
AFL Aflac Inc.	0.08%	2,640	$294K	No change
IGSB iShares 1-5Y Inv Grade Corp.	0.07%	5,127	$269K	No change
GSK GSK PLC-Spon ADR	0.07%	6,920	$268K	No change
NVS Novartis AG-Sponsored ADR	0.06%	2,067	$230K	Reduce -3.8%
SCI Service Corp. International	0.06%	2,860	$229K	No change
IEF iShares 7-10 Year Treasury B	0.06%	2,405	$229K	New
XLB SS Materials Select Sector	0.06%	2,538	$218K	New
SPYG SS SPDR P S&P 500 Growth ETF	0.06%	2,647	$213K	No change
CTSH Cognizant Tech Solutions-A	0.05%	2,713	$208K	Reduce -16.7%
DCI Donaldson Co. Inc.	0.05%	3,000	$201K	New
CRCS Corecare Systems Inc.	0.00%	10,000	$0	New

Portfolio Sells Q4 2024 → Q1 2025


AAPL Apple Inc.	Reduce -3.1%	6.21%	−0.92
CRM Salesforce Inc.	Reduce -19.6%	1.28%	−0.67
GOOGL Alphabet Inc. Class A	Reduce -3.6%	2.60%	−0.66
AMZN Amazon.com Inc.	Reduce -0.2%	3.12%	−0.43
VNQ Vanguard Real Estate ETF	Reduce -25.3%	1.23%	−0.37
INTC Intel Corp.	Reduce -72.9%	0.16%	−0.35
WMT Walmart Inc.	Reduce -13.5%	1.77%	−0.31
CVS CVS Health Corp.	Reduce -83.1%	0.09%	−0.26
CAT Caterpillar Inc.	Reduce -7.5%	0.99%	−0.17
UNH Unitedhealth Group Inc.	Reduce -17.3%	1.11%	−0.17
SYK Stryker Corp.	Reduce -20.5%	0.81%	−0.16
CMCSA Comcast Corp. Class A	Reduce -31.2%	0.34%	−0.16
PSA Public Storage	Reduce -40.2%	0.23%	−0.15
HD Home Depot Inc.	Reduce -13.2%	0.72%	−0.15
AMAT Applied Materials Inc.	Reduce -0.3%	1.34%	−0.15
UPS United Parcel Service Class B	Reduce -18.1%	0.37%	−0.14
IBM Intl Business Machines Corp.	Reduce -24.9%	0.80%	−0.13
TGT Target Corp.	Reduce -11.9%	0.23%	−0.11
AGG iShares Core U.S. Aggregate	Reduce -8.3%	1.81%	−0.10
SYY Sysco Corp.	Reduce -14.2%	0.39%	−0.07
PGX Invesco Preferred ETF	Reduce -3.5%	1.25%	−0.06
CPB The Campbell's Company	Sold out	0.00%	−0.06
VZ Verizon Communications Inc.	Reduce -19.0%	0.76%	−0.06
HPQ HP Inc.	Sold out	0.00%	−0.06
BBT Beacon Financial Corp.	Sold out	0.00%	−0.05
EW Edwards Lifesciences Corp.	Sold out	0.00%	−0.05
HUM Humana Inc.	Sold out	0.00%	−0.05
PFE Pfizer Inc.	Reduce -7.9%	0.35%	−0.04
PFFD Global X US Preferred ETF	Reduce -9.2%	0.31%	−0.04
TMO Thermo Fisher Scientific Inc.	Reduce -29.2%	0.08%	−0.03
MCHP Microchip Technology Inc.	Reduce -6.5%	0.14%	−0.03
COST Costco Wholesale Corp.	Reduce -22.7%	0.12%	−0.03
CMI Cummins Inc.	Reduce -13.6%	0.10%	−0.03
DHR Danaher Corp.	Reduce -12.3%	0.09%	−0.02
NEE Nextera Energy Inc.	Reduce -2.4%	1.04%	−0.02
TFC Truist Financial Corp.	Reduce -5.6%	0.21%	−0.02
TROW T Rowe Price Group Inc.	Reduce -1.2%	0.09%	−0.02
PFXF Vaneck Pref Sec X-Financials	Reduce -10.4%	0.15%	−0.02
DOW Dow Inc.	Reduce -3.3%	0.12%	−0.02
REGN Regeneron Pharmaceuticals	Reduce -3.6%	0.13%	−0.02
AMP Ameriprise Financial Inc.	Reduce -8.0%	0.11%	−0.02
BLK BlackRock Inc.	Reduce -0.3%	0.26%	−0.02
HON Honeywell International Inc.	Reduce -1.4%	0.24%	−0.02
FDX FedEx Corp.	Reduce -2.0%	0.09%	−0.02
WSM Williams-Sonoma Inc.	Reduce -1.1%	0.09%	−0.01
LIN Linde PLC	Reduce -12.6%	0.82%	−0.01
CTSH Cognizant Tech Solutions-A	Reduce -16.7%	0.05%	−0.01
XLE SS Energy Select Sector	Reduce -15.6%	0.11%	−0.01
STT State Street Corp.	Reduce -0.8%	0.09%	−0.01
PRU Prudential Financial Inc.	Reduce -1.6%	0.12%	−0.01

Portfolio Buys Q4 2024 → Q1 2025


AVGO Broadcom Inc.	New	0.75%	+0.75
LLY Eli Lilly & Co.	Add +48.2%	1.68%	+0.64
META Meta Platforms Inc. Class A	Add +254.7%	0.84%	+0.60
XOM Exxon Mobil Corp.	Add +23.3%	1.87%	+0.52
CI The Cigna Group	New	0.38%	+0.38
IQLT iShares MSCI International Q	Add +22.5%	1.38%	+0.34
T AT&T Inc.	Add +6.7%	1.20%	+0.31
BRK.B Berkshire Hathaway Inc. Class B	Add +17.9%	0.80%	+0.23
JNJ Johnson & Johnson	Add +0.2%	1.53%	+0.22
RTX RTX Corp.	Add +1.3%	1.25%	+0.19
TJX TJX Companies Inc.	Add +21.8%	0.93%	+0.18
DUK Duke Energy Corp.	Add +3.0%	1.05%	+0.16
GE General Electric	Add +5.9%	0.72%	+0.16
XLF SS Financial Select Sector	Add +32.2%	0.55%	+0.15
PANW Palo Alto Networks Inc.	Add +54.9%	0.47%	+0.15
MCD McDonald's Corp.	Add +0.5%	1.42%	+0.13
VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +33.7%	0.50%	+0.12
XLV SS Health Care Select Sector	Add +21.1%	0.45%	+0.10
UNP Union Pacific Corp.	Add +3.8%	0.77%	+0.06
XLC SS Comm Select Sector SPDR	Add +20.0%	0.36%	+0.06
TRV The Travelers Cos Inc.	Add +9.9%	0.34%	+0.06
IEF iShares 7-10 Year Treasury B	New	0.06%	+0.06
XLB SS Materials Select Sector	New	0.06%	+0.06
STZ Constellation Brands Inc. Class A	Add +35.5%	0.44%	+0.06
XLK SS Technology Select Sector	Add +16.8%	1.10%	+0.05
XLI SS Industrial Select Sector	Add +19.1%	0.32%	+0.05
DCI Donaldson Co. Inc.	New	0.05%	+0.05
MDT Medtronic PLC	Add +12.8%	0.23%	+0.05
MRK Merck & Co. Inc.	Add +13.6%	1.28%	+0.05
PEP Pepsico Inc.	Add +6.6%	0.72%	+0.04
DWM Wisdomtree International Equ	Add +0.3%	0.37%	+0.04
BSX Boston Scientific Corp.	Add +41.1%	0.10%	+0.04
QCOM Qualcomm Inc.	Add +1.3%	1.48%	+0.04
IJR iShares Core S&P Small-Cap E	Add +22.4%	0.32%	+0.04
EEMV iShares MSCI Emg MKT Min Vol	Add +5.5%	0.48%	+0.03
MMM 3M Co.	Add +28.6%	0.10%	+0.03
AMT American Tower Corp.	Add +13.6%	0.11%	+0.03
XLP SS Consumer Staples Sel Sect	Add +8.8%	0.23%	+0.03
COP Conocophillips	Add +20.1%	0.11%	+0.03
PSX Phillips 66	Add +17.8%	0.10%	+0.02
XLRE SS Real Estate Select Sector	Add +24.1%	0.09%	+0.02
XLY SS Consumer Disc Select Sect	Add +18.2%	0.37%	+0.02
NUE Nucor Corp.	Add +19.7%	0.09%	+0.02
XLU St Sr Utl SL SE SPDR ETF-Usd	Add +10.1%	0.10%	+0.01
VTWO Vanguard Russell 2000 ETF	Add +23.6%	0.09%	+0.01
LMT Lockheed Martin Corp.	Add +8.9%	0.62%	+0.01
GEHC GE Healthcare Technology	Add +0.9%	0.16%	+0.01
GS Goldman Sachs Group Inc.	Add +4.7%	0.59%	+0.01
GEV GE Vernova Inc.	Add +7.2%	0.28%	+0.00
DIS The Walt Disney Co.	Add +11.6%	0.68%	+0.00

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