Plimoth Trust Co. LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 17, 2025), Plimoth Trust Co. LLC reported 168 stock positions worth $441.6 million. Its top holding was Microsoft (MSFT) at 6.2% of the portfolio, followed by Apple (AAPL, 6.2%) and Nvidia (NVDA, 5.5%). Compared with Q2 2025, it opened 4 new positions, added to 38 and reduced 113. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +134%) and the biggest sale Microsoft (MSFT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SWANSEA, MA
- CIK
- 0001623678
- Portfolio Value
- $441.6M (Q3 2025)
- SEC Filing
- 0001623678-25-000007 ↗ filed Oct 17, 2025
Holdings Value
Holdings 168 stocks · $441.6M
| MSFT Microsoft Corp. | 6.21% | 52,957 | $27.4M | Reduce -2.5% |
| AAPL Apple Inc. | 6.20% | 107,519 | $27.4M | Reduce -0.9% |
| NVDA Nvidia Corp. | 5.46% | 129,317 | $24.1M | Reduce -3.8% |
| GOOGL Alphabet Inc. Class A | 3.48% | 63,282 | $15.4M | Reduce -3.5% |
| AMZN Amazon.com Inc. | 3.20% | 64,436 | $14.1M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 3.10% | 43,360 | $13.7M | Reduce -4.7% |
| WMT Walmart Inc. | 1.78% | 76,095 | $7.8M | Reduce -1.8% |
| AGG iShares Core U.S. Aggregate | 1.66% | 72,957 | $7.3M | Add +0.5% |
| V Visa Inc. Class A | 1.65% | 21,367 | $7.3M | Add +1.4% |
| AMAT Applied Materials Inc. | 1.61% | 34,664 | $7.1M | Reduce -1.9% |
| LLY Eli Lilly & Co. | 1.47% | 8,501 | $6.5M | Add +3.9% |
| QCOM Qualcomm Inc. | 1.46% | 38,822 | $6.5M | Add +1.0% |
| XOM Exxon Mobil Corp. | 1.44% | 56,330 | $6.4M | Reduce -7.9% |
| AVGO Broadcom Inc. | 1.43% | 19,130 | $6.3M | Add +3.0% |
| JNJ Johnson & Johnson | 1.40% | 33,273 | $6.2M | Reduce -10.1% |
| RTX RTX Corp. | 1.34% | 35,434 | $5.9M | Reduce -2.3% |
| IQLT iShares MSCI International Q | 1.27% | 127,044 | $5.6M | Reduce -5.0% |
| CAT Caterpillar Inc. | 1.26% | 11,623 | $5.5M | Reduce -2.1% |
| XLK SS Technology Select Sector | 1.25% | 19,562 | $5.5M | Add +2.7% |
| MRK Merck & Co. Inc. | 1.24% | 65,030 | $5.5M | Add +7.8% |
| PGX Invesco Preferred ETF | 1.21% | 459,670 | $5.3M | Add +1.4% |
| MCD McDonald's Corp. | 1.19% | 17,298 | $5.3M | Reduce -1.3% |
| PG The Procter & Gamble Co. | 1.13% | 32,567 | $5.0M | Add +0.1% |
| META Meta Platforms Inc. Class A | 1.13% | 6,807 | $5.0M | Add +5.9% |
| CRM Salesforce Inc. | 1.12% | 20,956 | $5.0M | Add +11.1% |
| CVX Chevron Corp. | 1.09% | 31,109 | $4.8M | Reduce -6.0% |
| T AT&T Inc. | 1.03% | 161,482 | $4.6M | Reduce -0.8% |
| ABBV Abbvie Inc. | 1.02% | 19,517 | $4.5M | Reduce -2.7% |
| CB Chubb Ltd. | 1.02% | 15,982 | $4.5M | Add +3.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.02% | 87,062 | $4.5M | Reduce -4.6% |
| ETN Eaton Corp. PLC | 0.99% | 11,715 | $4.4M | Reduce -2.2% |
| NEE Nextera Energy Inc. | 0.97% | 57,005 | $4.3M | Reduce -0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.95% | 28,954 | $4.2M | Reduce 0.0% |
| GE General Electric filed as GE AEROSPACE | 0.94% | 13,781 | $4.1M | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 0.93% | 16,394 | $4.1M | Reduce -2.1% |
| DUK Duke Energy Corp. | 0.93% | 33,123 | $4.1M | Reduce -2.0% |
| AXP American Express Co. | 0.88% | 11,742 | $3.9M | Add +3.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.82% | 12,905 | $3.6M | Add +6.2% |
| GOOG Alphabet Inc. Class C | 0.80% | 14,522 | $3.5M | Reduce -0.7% |
| ADBE Adobe Inc. | 0.80% | 9,978 | $3.5M | Add +14.5% |
| ABT Abbott Laboratories | 0.79% | 26,092 | $3.5M | Reduce -1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.77% | 6,755 | $3.4M | Add +7.5% |
| GS Goldman Sachs Group Inc. | 0.77% | 4,264 | $3.4M | Reduce -5.6% |
| KO The Coca-Cola Co. | 0.76% | 50,863 | $3.4M | Reduce -0.9% |
| PANW Palo Alto Networks Inc. | 0.76% | 16,566 | $3.4M | Add +36.0% |
| AMGN Amgen Inc. | 0.75% | 11,690 | $3.3M | Add +2.5% |
| UNP Union Pacific Corp. | 0.73% | 13,675 | $3.2M | Add +5.3% |
| SYK Stryker Corp. | 0.72% | 8,556 | $3.2M | Add +2.1% |
| LIN Linde PLC | 0.72% | 6,657 | $3.2M | Reduce -2.3% |
| EMR Emerson Electric Co. | 0.69% | 23,339 | $3.1M | Reduce -1.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.68% | 26,404 | $3.0M | Reduce -6.5% |
| HD Home Depot Inc. | 0.66% | 7,233 | $2.9M | Reduce -3.2% |
| UNH Unitedhealth Group Inc. | 0.65% | 8,263 | $2.9M | Reduce -2.0% |
| PEP Pepsico Inc. | 0.64% | 19,999 | $2.8M | Reduce -2.0% |
| DE Deere & Co. | 0.61% | 5,879 | $2.7M | Reduce -2.5% |
| VZ Verizon Communications Inc. | 0.59% | 59,404 | $2.6M | Reduce -4.4% |
| VNQ Vanguard Real Estate ETF | 0.56% | 27,250 | $2.5M | Reduce -22.2% |
| DRI Darden Restaurants Inc. | 0.54% | 12,582 | $2.4M | Add +9.9% |
| TMUS T-Mobile US Inc. | 0.54% | 9,993 | $2.4M | Add +6.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.53% | 26,780 | $2.3M | Add +133.8% |
| CSCO Cisco Systems Inc. | 0.53% | 34,019 | $2.3M | Reduce -0.8% |
| NKE Nike Inc. Class B | 0.52% | 33,021 | $2.3M | Add +0.3% |
| LMT Lockheed Martin Corp. | 0.51% | 4,514 | $2.3M | Reduce -19.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.50% | 7,527 | $2.2M | Add +2.1% |
| XLF SS Financial Select Sector | 0.49% | 40,445 | $2.2M | Reduce -6.1% |
| GEV GE Vernova Inc. | 0.49% | 3,495 | $2.1M | Reduce -0.1% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.45% | 31,436 | $2.0M | Add +0.0% |
| XLC SS Comm Select Sector SPDR | 0.40% | 14,850 | $1.8M | Add +3.9% |
| XLV SS Health Care Select Sector | 0.37% | 11,678 | $1.6M | Reduce -7.8% |
| XLY SS Consumer Disc Select Sect | 0.37% | 6,775 | $1.6M | Reduce -5.1% |
| STZ Constellation Brands Inc. Class A | 0.37% | 12,023 | $1.6M | Add +12.3% |
| DWM Wisdomtree International Equ | 0.35% | 23,657 | $1.6M | Add +0.1% |
| ACN Accenture PLC Class A | 0.35% | 6,197 | $1.5M | Add +4.3% |
| TD Toronto-Dominion Bank | 0.34% | 18,672 | $1.5M | Reduce -5.7% |
| TRV The Travelers Cos Inc. | 0.33% | 5,289 | $1.5M | Add +0.0% |
| IJR iShares Core S&P Small-Cap E | 0.33% | 12,350 | $1.5M | Add +4.6% |
| CI The Cigna Group | 0.32% | 4,959 | $1.4M | Add +5.7% |
| PFFD Global X US Preferred ETF | 0.30% | 68,445 | $1.3M | Add +5.0% |
| XLI SS Industrial Select Sector | 0.30% | 8,546 | $1.3M | Reduce -3.2% |
| PFE Pfizer Inc. | 0.29% | 50,365 | $1.3M | Reduce -3.2% |
| BLK BlackRock Inc. | 0.28% | 1,049 | $1.2M | Reduce -1.3% |
| ED Consolidated Edison Inc. | 0.27% | 11,776 | $1.2M | Reduce -0.6% |
| BMY Bristol-Myers Squibb Co. | 0.26% | 25,734 | $1.2M | Reduce -5.7% |
| ADP Automatic Data Processing | 0.25% | 3,766 | $1.1M | Reduce -5.2% |
| SYY Sysco Corp. | 0.24% | 13,007 | $1.1M | Reduce -34.2% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.24% | 10,328 | $1.1M | No change |
| MO Altria Group Inc. | 0.22% | 14,933 | $986K | Reduce -0.6% |
| ETR Entergy Corp. | 0.22% | 10,575 | $985K | No change |
| PM Philip Morris International | 0.21% | 5,833 | $946K | Reduce -2.3% |
| SO The Southern Co. | 0.21% | 9,687 | $918K | Reduce -2.7% |
| ORCL Oracle Corp. | 0.21% | 3,259 | $917K | Add +0.1% |
| MET Metlife Inc. | 0.21% | 10,998 | $906K | Reduce -0.6% |
| UPS United Parcel Service Class B | 0.20% | 10,505 | $877K | Reduce -7.2% |
| HON Honeywell International Inc. | 0.19% | 4,075 | $858K | Reduce -1.6% |
| GLD SPDR Gold Shares | 0.19% | 2,381 | $846K | New |
| TFC Truist Financial Corp. | 0.19% | 18,372 | $840K | Reduce -4.5% |
| IVV iShares Core S&P 500 ETF | 0.18% | 1,217 | $815K | Reduce -0.2% |
| MDT Medtronic PLC | 0.18% | 8,122 | $774K | Reduce -13.5% |
| WM Waste Management Inc. | 0.17% | 3,438 | $759K | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.17% | 1 | $754K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| MSFT Microsoft Corp. | Reduce -2.5% | 6.21% | −0.27 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 3.20% | −0.22 |
| VNQ Vanguard Real Estate ETF | Reduce -22.2% | 0.56% | −0.18 |
| DIS The Walt Disney Co. | Reduce -6.5% | 0.68% | −0.15 |
| XOM Exxon Mobil Corp. | Reduce -7.9% | 1.44% | −0.14 |
| DE Deere & Co. | Reduce -2.5% | 0.61% | −0.13 |
| CMCSA Comcast Corp. Class A | Reduce -39.3% | 0.13% | −0.13 |
| SYY Sysco Corp. | Reduce -34.2% | 0.24% | −0.12 |
| IQLT iShares MSCI International Q | Reduce -5.0% | 1.27% | −0.12 |
| LMT Lockheed Martin Corp. | Reduce -19.1% | 0.51% | −0.11 |
| KO The Coca-Cola Co. | Reduce -0.9% | 0.76% | −0.11 |
| T AT&T Inc. | Reduce -0.8% | 1.03% | −0.10 |
| ABT Abbott Laboratories | Reduce -1.8% | 0.79% | −0.08 |
| UPS United Parcel Service Class B | Reduce -7.2% | 0.20% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -4.7% | 3.10% | −0.07 |
| EMR Emerson Electric Co. | Reduce -1.0% | 0.69% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -4.4% | 0.59% | −0.05 |
| LIN Linde PLC | Reduce -2.3% | 0.72% | −0.05 |
| XLF SS Financial Select Sector | Reduce -6.1% | 0.49% | −0.05 |
| INTU Intuit Inc. | Reduce -4.9% | 0.16% | −0.05 |
| PM Philip Morris International | Reduce -2.3% | 0.21% | −0.05 |
| ADP Automatic Data Processing | Reduce -5.2% | 0.25% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -0.8% | 0.53% | −0.04 |
| CVX Chevron Corp. | Reduce -6.0% | 1.09% | −0.04 |
| TGT Target Corp. | Reduce -9.5% | 0.15% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -7.8% | 0.37% | −0.04 |
| WMT Walmart Inc. | Reduce -1.8% | 1.78% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.7% | 0.26% | −0.04 |
| HON Honeywell International Inc. | Reduce -1.6% | 0.19% | −0.04 |
| MCD McDonald's Corp. | Reduce -1.3% | 1.19% | −0.04 |
| XLP SS Consumer Staples Sel Sect | Reduce -10.2% | 0.17% | −0.04 |
| INTC Intel Corp. | Reduce -48.1% | 0.09% | −0.03 |
| ETN Eaton Corp. PLC | Reduce -2.2% | 0.99% | −0.03 |
| MCHP Microchip Technology Inc. | Reduce -4.1% | 0.15% | −0.03 |
| KMB Kimberly-Clark Corp. | Reduce -12.2% | 0.12% | −0.03 |
| DUK Duke Energy Corp. | Reduce -2.0% | 0.93% | −0.03 |
| REGN Regeneron Pharmaceuticals | Reduce -28.8% | 0.07% | −0.03 |
| XLRE SS Real Estate Select Sector | Reduce -27.3% | 0.06% | −0.03 |
| XLE SS Energy Select Sector | Reduce -29.4% | 0.06% | −0.03 |
| NGG National Grid PLC-SP ADR | Reduce -8.5% | 0.15% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -3.5% | 0.07% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -8.6% | 0.11% | −0.03 |
| MDT Medtronic PLC | Reduce -13.5% | 0.18% | −0.02 |
| PSA Public Storage | Reduce -3.7% | 0.17% | −0.02 |
| SBUX Starbucks Corp. | Reduce -1.7% | 0.12% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -5.3% | 0.17% | −0.02 |
| BAC Bank of America Corp. | Reduce -4.6% | 1.02% | −0.02 |
| AMT American Tower Corp. | Reduce -1.1% | 0.08% | −0.02 |
| DOW Dow Inc. | Reduce -5.3% | 0.06% | −0.02 |
| BSX Boston Scientific Corp. | Reduce -4.3% | 0.08% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| IEFA iShares Core MSCI Eafe ETF | Add +133.8% | 0.53% | +0.30 |
| AVGO Broadcom Inc. | Add +3.0% | 1.43% | +0.20 |
| GLD SPDR Gold Shares | New | 0.19% | +0.19 |
| WM Waste Management Inc. | New | 0.17% | +0.17 |
| PANW Palo Alto Networks Inc. | Add +36.0% | 0.76% | +0.17 |
| XLK SS Technology Select Sector | Add +2.7% | 1.25% | +0.09 |
| MRK Merck & Co. Inc. | Add +7.8% | 1.24% | +0.09 |
| XLB SS Materials Select Sector | New | 0.06% | +0.06 |
| C Citigroup Inc. | New | 0.05% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +7.5% | 0.77% | +0.04 |
| ORCL Oracle Corp. | Add +0.1% | 0.21% | +0.04 |
| XLC SS Comm Select Sector SPDR | Add +3.9% | 0.40% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +4.6% | 0.33% | +0.02 |
| SCCO Southern Copper Corp. | Add +0.8% | 0.17% | +0.02 |
| UNP Union Pacific Corp. | Add +5.3% | 0.73% | +0.02 |
| AXP American Express Co. | Add +3.0% | 0.88% | +0.01 |
| PFFD Global X US Preferred ETF | Add +5.0% | 0.30% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.1% | 0.50% | +0.01 |
| TMUS T-Mobile US Inc. | Add +6.5% | 0.54% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.3% | 0.09% | +0.00 |
| PGX Invesco Preferred ETF | Add +1.4% | 1.21% | −0.00 |
| IEF iShares 7-10 Year Treasury B | Add +1.0% | 0.06% | −0.00 |
| TRV The Travelers Cos Inc. | Add +0.0% | 0.33% | −0.00 |
| QCOM Qualcomm Inc. | Add +1.0% | 1.46% | −0.01 |
| DWM Wisdomtree International Equ | Add +0.1% | 0.35% | −0.01 |
| META Meta Platforms Inc. Class A | Add +5.9% | 1.13% | −0.01 |
| ADBE Adobe Inc. | Add +14.5% | 0.80% | −0.01 |
| AMGN Amgen Inc. | Add +2.5% | 0.75% | −0.02 |
| EEMV iShares MSCI Emg MKT Min Vol | Add +0.0% | 0.45% | −0.02 |
| IBM Intl Business Machines Corp. | Add +6.2% | 0.82% | −0.03 |
| NKE Nike Inc. Class B | Add +0.3% | 0.52% | −0.04 |
| CI The Cigna Group | Add +5.7% | 0.32% | −0.05 |
| STZ Constellation Brands Inc. Class A | Add +12.3% | 0.37% | −0.05 |
| CB Chubb Ltd. | Add +3.3% | 1.02% | −0.05 |
| DRI Darden Restaurants Inc. | Add +9.9% | 0.54% | −0.06 |
| LLY Eli Lilly & Co. | Add +3.9% | 1.47% | −0.06 |
| AGG iShares Core U.S. Aggregate | Add +0.5% | 1.66% | −0.07 |
| SYK Stryker Corp. | Add +2.1% | 0.72% | −0.08 |
| ACN Accenture PLC Class A | Add +4.3% | 0.35% | −0.08 |
| CRM Salesforce Inc. | Add +11.1% | 1.12% | −0.11 |
| PG The Procter & Gamble Co. | Add +0.1% | 1.13% | −0.11 |
| V Visa Inc. Class A | Add +1.4% | 1.65% | −0.14 |
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 |