Plimoth Trust Co. LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Plimoth Trust Co. LLC reported 172 stock positions worth $448.8 million. Its top holding was Apple (AAPL) at 6.4% of the portfolio, followed by Microsoft (MSFT, 5.6%) and Nvidia (NVDA, 5.2%). Compared with Q3 2025, it opened 5 new positions, sold out of 1, added to 35 and reduced 110. The biggest buy was a new position in Dell Technologies -C (DELL) and the biggest sale Microsoft (MSFT, shares −2%).

Most Recent 13F
Q2 2026
Location
SWANSEA, MA
CIK
0001623678
Portfolio Value
$448.8M (Q4 2025)
SEC Filing
0001623678-26-000001 ↗ filed Jan 27, 2026

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $375.3M Q1 2024 Q2 2024: $374.8M Q2 2024 Q3 2024: $396.9M Q3 2024 Q4 2024: $389.4M Q4 2024 Q1 2025: $383.9M Q1 2025 Q2 2025: $417.0M Q2 2025 Q3 2025: $441.6M Q3 2025 Q4 2025: $448.8M $448.8M Q4 2025 Q1 2026: $447.4M Q1 2026 Q2 2026: $500.8M Q2 2026

Holdings 172 stocks · $448.8M
AAPL Apple Inc. 6.43% 106,086 $28.8M Reduce -1.3%
MSFT Microsoft Corp. 5.61% 52,064 $25.2M Reduce -1.7%
NVDA Nvidia Corp. 5.22% 125,605 $23.4M Reduce -2.9%
GOOGL Alphabet Inc. Class A 3.85% 55,213 $17.3M Reduce -12.8%
AMZN Amazon.com Inc. 3.28% 63,779 $14.7M Reduce -1.0%
JPM JPMorgan Chase & Co. 3.09% 42,977 $13.8M Reduce -0.9%
LLY Eli Lilly & Co. 2.02% 8,457 $9.1M Reduce -0.5%
WMT Walmart Inc. 1.89% 76,147 $8.5M Add +0.1%
AMAT Applied Materials Inc. 1.69% 29,576 $7.6M Reduce -14.7%
V Visa Inc. Class A 1.60% 20,482 $7.2M Reduce -4.1%
AGG iShares Core U.S. Aggregate 1.60% 71,737 $7.2M Reduce -1.7%
MRK Merck & Co. Inc. 1.56% 66,414 $7.0M Add +2.1%
QCOM Qualcomm Inc. 1.54% 40,378 $6.9M Add +4.0%
JNJ Johnson & Johnson 1.47% 31,822 $6.6M Reduce -4.4%
RTX RTX Corp. 1.42% 34,733 $6.4M Reduce -2.0%
CAT Caterpillar Inc. 1.41% 11,035 $6.3M Reduce -5.1%
AVGO Broadcom Inc. 1.40% 18,197 $6.3M Reduce -4.9%
XOM Exxon Mobil Corp. 1.39% 51,786 $6.2M Reduce -8.1%
CRM Salesforce Inc. 1.37% 23,259 $6.2M Add +11.0%
IQLT iShares MSCI International Q 1.27% 125,162 $5.7M Reduce -1.5%
XLK SS Technology Select Sector 1.22% 37,973 $5.5M Reduce -2.9%
MCD McDonald's Corp. 1.21% 17,787 $5.4M Add +2.8%
META Meta Platforms Inc. Class A 1.16% 7,892 $5.2M Add +15.9%
PGX Invesco Preferred ETF 1.10% 439,745 $4.9M Reduce -4.3%
CB Chubb Ltd. 1.09% 15,724 $4.9M Reduce -1.6%
PG The Procter & Gamble Co. 1.04% 32,568 $4.7M Add +0.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.02% 83,422 $4.6M Reduce -4.2%
CVX Chevron Corp. 1.00% 29,561 $4.5M Reduce -5.0%
GOOG Alphabet Inc. Class C 0.98% 14,067 $4.4M Reduce -3.1%
ABBV Abbvie Inc. 0.98% 19,307 $4.4M Reduce -1.1%
NEE Nextera Energy Inc. 0.98% 54,750 $4.4M Reduce -4.0%
AXP American Express Co. 0.96% 11,703 $4.3M Reduce -0.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.96% 28,133 $4.3M Reduce -2.8%
GE General Electric filed as GE AEROSPACE 0.95% 13,776 $4.2M Reduce -0.0%
T AT&T Inc. 0.90% 161,769 $4.0M Add +0.2%
DUK Duke Energy Corp. 0.89% 34,217 $4.0M Add +3.3%
LOW Lowe's Cos Inc. 0.88% 16,297 $3.9M Reduce -0.6%
AMGN Amgen Inc. 0.87% 11,934 $3.9M Add +2.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.84% 12,715 $3.8M Reduce -1.5%
ETN Eaton Corp. PLC 0.81% 11,436 $3.6M Reduce -2.4%
PANW Palo Alto Networks Inc. 0.80% 19,403 $3.6M Add +17.1%
KO The Coca-Cola Co. 0.79% 50,648 $3.5M Reduce -0.4%
BRK.B Berkshire Hathaway Inc. Class B 0.79% 7,025 $3.5M Add +4.0%
GS Goldman Sachs Group Inc. 0.79% 4,014 $3.5M Reduce -5.9%
DELL Dell Technologies -C 0.73% 26,144 $3.3M New
UNP Union Pacific Corp. 0.73% 14,184 $3.3M Add +3.7%
SYK Stryker Corp. 0.72% 9,227 $3.2M Add +7.8%
ABT Abbott Laboratories 0.72% 25,806 $3.2M Reduce -1.1%
LIN Linde PLC 0.69% 7,245 $3.1M Add +8.8%
EMR Emerson Electric Co. 0.68% 23,162 $3.1M Reduce -0.8%
IEFA iShares Core MSCI Eafe ETF 0.67% 33,797 $3.0M Add +26.2%
PEP Pepsico Inc. 0.63% 19,795 $2.8M Reduce -1.0%
TMUS T-Mobile US Inc. 0.63% 13,832 $2.8M Add +38.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.59% 23,108 $2.6M Reduce -12.5%
CSCO Cisco Systems Inc. 0.58% 33,929 $2.6M Reduce -0.3%
DRI Darden Restaurants Inc. 0.57% 13,848 $2.5M Add +10.1%
VZ Verizon Communications Inc. 0.52% 57,628 $2.3M Reduce -3.0%
GEV GE Vernova Inc. 0.51% 3,495 $2.3M No change
HD Home Depot Inc. 0.50% 6,522 $2.2M Reduce -9.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.49% 7,565 $2.2M Add +0.5%
XLF SS Financial Select Sector 0.48% 39,312 $2.2M Reduce -2.8%
WM Waste Management Inc. 0.48% 9,715 $2.1M Add +182.6%
NKE Nike Inc. Class B 0.45% 32,010 $2.0M Reduce -3.1%
DE Deere & Co. 0.45% 4,320 $2.0M Reduce -26.5%
EEMV iShares MSCI Emg MKT Min Vol 0.44% 31,161 $2.0M Reduce -0.9%
CI The Cigna Group 0.43% 7,078 $1.9M Add +42.7%
XLV SS Health Care Select Sector 0.39% 11,362 $1.8M Reduce -2.7%
TD Toronto-Dominion Bank 0.38% 18,192 $1.7M Reduce -2.6%
XLC SS Comm Select Sector SPDR 0.38% 14,537 $1.7M Reduce -2.1%
DWM Wisdomtree International Equ 0.36% 23,767 $1.6M Add +0.5%
STZ Constellation Brands Inc. Class A 0.35% 11,457 $1.6M Reduce -4.7%
XLY SS Consumer Disc Select Sect 0.35% 13,199 $1.6M Reduce -2.6%
IJR iShares Core S&P Small-Cap E 0.34% 12,525 $1.5M Add +1.4%
TRV The Travelers Cos Inc. 0.32% 4,932 $1.4M Reduce -6.8%
UNH Unitedhealth Group Inc. 0.32% 4,286 $1.4M Reduce -48.1%
VNQ Vanguard Real Estate ETF 0.31% 15,854 $1.4M Reduce -41.8%
BMY Bristol-Myers Squibb Co. 0.30% 25,334 $1.4M Reduce -1.6%
XLI SS Industrial Select Sector 0.29% 8,333 $1.3M Reduce -2.5%
PFFD Global X US Preferred ETF 0.29% 68,334 $1.3M Reduce -0.2%
PFE Pfizer Inc. 0.28% 49,755 $1.2M Reduce -1.2%
ED Consolidated Edison Inc. 0.26% 11,896 $1.2M Add +1.0%
ADBE Adobe Inc. 0.26% 3,330 $1.2M Reduce -66.6%
NFLX Netflix Inc. 0.25% 12,174 $1.1M New
BLK BlackRock Inc. 0.25% 1,047 $1.1M Reduce -0.2%
ETR Entergy Corp. 0.22% 10,555 $976K Reduce -0.2%
GLD SPDR Gold Shares 0.21% 2,361 $936K Reduce -0.8%
PM Philip Morris International 0.21% 5,813 $932K Reduce -0.3%
UPS United Parcel Service Class B 0.21% 9,324 $925K Reduce -11.2%
ADP Automatic Data Processing 0.20% 3,461 $890K Reduce -8.1%
TFC Truist Financial Corp. 0.20% 18,080 $890K Reduce -1.6%
SCCO Southern Copper Corp. 0.20% 6,160 $884K Add +0.6%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.19% 10,328 $857K No change
MO Altria Group Inc. 0.19% 14,633 $844K Reduce -2.0%
IVV iShares Core S&P 500 ETF 0.19% 1,225 $839K Add +0.7%
ORCL Oracle Corp. 0.19% 4,287 $836K Add +31.5%
SO The Southern Co. 0.18% 9,327 $813K Reduce -3.7%
GILD Gilead Sciences Inc. 0.18% 6,625 $813K No change
MET Metlife Inc. 0.18% 10,288 $812K Reduce -6.5%
HON Honeywell International Inc. 0.17% 3,990 $778K Reduce -2.1%
LMT Lockheed Martin Corp. 0.17% 1,593 $770K Reduce -64.7%
BRK.A Berkshire Hathaway Inc. Class A 0.17% 1 $755K No change
GEHC GE Healthcare Technology 0.16% 8,780 $720K Add +0.9%
XLP SS Consumer Staples Sel Sect 0.16% 9,181 $713K Reduce -2.5%
NGG National Grid PLC-SP ADR 0.15% 8,815 $682K No change
TGT Target Corp. 0.15% 6,830 $668K Reduce -6.1%
PLTR Palantir Technologies Inc. Class A 0.15% 3,709 $659K New
ADI Analog Devices Inc. 0.15% 2,419 $656K Add +0.5%
PFG Principal Financial Group 0.15% 7,398 $653K Reduce -2.0%
MCHP Microchip Technology Inc. 0.14% 10,049 $640K Reduce -4.7%
INTU Intuit Inc. 0.14% 961 $637K Reduce -9.4%
INDB Independent Bank Corp. 0.14% 8,380 $612K No change
D Dominion Energy Inc. 0.14% 10,450 $612K Reduce -0.6%
PSA Public Storage 0.14% 2,345 $609K Reduce -9.5%
EXC Exelon Corp. 0.13% 13,055 $569K Add +1.8%
CMI Cummins Inc. 0.12% 1,076 $549K Reduce -6.5%
PFXF Vaneck Pref Sec X-Financials 0.12% 30,651 $541K Reduce -12.3%
DHR Danaher Corp. 0.12% 2,255 $516K Reduce -10.3%
SBUX Starbucks Corp. 0.11% 5,893 $496K Reduce -5.2%
DON Wisdomtree US Midcap Dividen 0.11% 9,403 $485K No change
NUE Nucor Corp. 0.11% 2,965 $484K Reduce -0.7%
MDT Medtronic PLC 0.10% 4,860 $467K Reduce -40.2%
STT State Street Corp. 0.10% 3,470 $448K Reduce -2.8%
COST Costco Wholesale Corp. 0.10% 508 $438K No change
IWF iShares Russell 1000 Growth 0.10% 925 $438K No change
PRU Prudential Financial Inc. 0.09% 3,670 $414K Add +0.6%
PPL PPL Corp. 0.09% 11,790 $413K Reduce -1.5%
AMP Ameriprise Financial Inc. 0.09% 841 $412K Add +0.2%
VTWO Vanguard Russell 2000 ETF 0.09% 4,010 $399K Reduce -3.4%
COF Capital One Financial Corp. 0.09% 1,639 $397K Reduce -4.1%
REGN Regeneron Pharmaceuticals 0.09% 513 $396K Reduce -8.6%
COP Conocophillips 0.09% 4,138 $387K No change
APD Air Products & Chemicals Inc. 0.09% 1,565 $387K Add +7.9%
EFA iShares MSCI Eafe ETF 0.09% 4,016 $386K No change
PSX Phillips 66 0.09% 2,984 $385K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.09% 8,964 $383K Reduce -2.3%
CMCSA Comcast Corp. Class A 0.09% 12,800 $383K Reduce -29.3%
KMB Kimberly-Clark Corp. 0.08% 3,762 $380K Reduce -9.1%
MMM 3M Co. 0.08% 2,358 $378K Reduce -2.1%
ACN Accenture PLC Class A 0.08% 1,399 $375K Reduce -77.4%
AMT American Tower Corp. 0.08% 2,031 $357K Add +9.1%
BSX Boston Scientific Corp. 0.08% 3,735 $356K No change
INTC Intel Corp. 0.08% 9,330 $344K Reduce -24.1%
GSLC Goldman Activebeta US LC ETF 0.08% 2,599 $344K Reduce -3.2%
FDX FedEx Corp. 0.08% 1,190 $344K No change
GSK GSK PLC-Spon ADR 0.08% 6,920 $339K No change
WSM Williams-Sonoma Inc. 0.08% 1,900 $339K No change
CVS CVS Health Corp. 0.07% 4,165 $331K Reduce -6.2%
SPYG SS SPDR P S&P 500 Growth ETF 0.07% 2,826 $302K Add +7.6%
USB US Bancorp 0.06% 5,306 $283K Reduce -3.6%
AFL Aflac Inc. 0.06% 2,557 $282K Reduce -0.6%
DES Wisdomtree US Smallcap Divid 0.06% 8,340 $279K Reduce -2.9%
XLE SS Energy Select Sector 0.06% 6,193 $277K Reduce -2.0%
DD Dupont DE Nemours Inc. 0.06% 6,820 $274K Reduce -3.6%
IGSB iShares 1-5Y Inv Grade Corp. 0.06% 5,127 $271K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.06% 2,612 $267K Reduce -17.0%
DCI Donaldson Co. Inc. 0.06% 3,000 $266K No change
XLRE SS Real Estate Select Sector 0.06% 6,590 $266K Reduce -1.9%
SYY Sysco Corp. 0.06% 3,594 $265K Reduce -72.4%
C Citigroup Inc. 0.06% 2,260 $264K Reduce -2.2%
CHKP Check Point Software Tech 0.06% 1,421 $264K No change
XLB SS Materials Select Sector 0.06% 5,696 $258K Reduce -2.2%
NVS Novartis AG-Sponsored ADR 0.06% 1,847 $255K Reduce -6.1%
EW Edwards Lifesciences Corp. 0.06% 2,977 $254K Reduce -2.8%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.06% 2,150 $250K No change
TMO Thermo Fisher Scientific Inc. 0.05% 419 $243K Reduce -1.2%
IEF iShares 7-10 Year Treasury B 0.05% 2,490 $239K Reduce -3.8%
IP International Paper Co. 0.05% 5,779 $228K Reduce -7.9%
SCI Service Corp. International 0.05% 2,860 $223K No change
NVO Novo-Nordisk A/S-Spons ADR 0.05% 4,275 $218K Reduce -24.9%
AEP American Electric Power 0.05% 1,769 $204K New
BBT Beacon Financial Corp. 0.04% 7,604 $201K New
CRCS Corecare Systems Inc. 0.00% 10,000 $0 No change

Portfolio Sells Q3 2025 → Q4 2025
MSFT Microsoft Corp. Reduce -1.7% 5.61% −0.60
ADBE Adobe Inc. Reduce -66.6% 0.26% −0.54
LMT Lockheed Martin Corp. Reduce -64.7% 0.17% −0.34
UNH Unitedhealth Group Inc. Reduce -48.1% 0.32% −0.33
ACN Accenture PLC Class A Reduce -77.4% 0.08% −0.26
VNQ Vanguard Real Estate ETF Reduce -41.8% 0.31% −0.25
NVDA Nvidia Corp. Reduce -2.9% 5.22% −0.24
SYY Sysco Corp. Reduce -72.4% 0.06% −0.18
ETN Eaton Corp. PLC Reduce -2.4% 0.81% −0.18
HD Home Depot Inc. Reduce -9.8% 0.50% −0.16
DE Deere & Co. Reduce -26.5% 0.45% −0.16
PGX Invesco Preferred ETF Reduce -4.3% 1.10% −0.11
DIS The Walt Disney Co. Reduce -12.5% 0.59% −0.10
CVX Chevron Corp. Reduce -5.0% 1.00% −0.09
MDT Medtronic PLC Reduce -40.2% 0.10% −0.07
ABT Abbott Laboratories Reduce -1.1% 0.72% −0.07
VZ Verizon Communications Inc. Reduce -3.0% 0.52% −0.07
NKE Nike Inc. Class B Reduce -3.1% 0.45% −0.07
DD Dupont DE Nemours Inc. Reduce -3.6% 0.06% −0.06
DOW Dow Inc. Sold out 0.00% −0.06
AGG iShares Core U.S. Aggregate Reduce -1.7% 1.60% −0.06
LOW Lowe's Cos Inc. Reduce -0.6% 0.88% −0.06
ADP Automatic Data Processing Reduce -8.1% 0.20% −0.05
V Visa Inc. Class A Reduce -4.1% 1.60% −0.05
XOM Exxon Mobil Corp. Reduce -8.1% 1.39% −0.05
CMCSA Comcast Corp. Class A Reduce -29.3% 0.09% −0.04
ABBV Abbvie Inc. Reduce -1.1% 0.98% −0.04
MO Altria Group Inc. Reduce -2.0% 0.19% −0.04
PSA Public Storage Reduce -9.5% 0.14% −0.03
KMB Kimberly-Clark Corp. Reduce -9.1% 0.08% −0.03
XLK SS Technology Select Sector Reduce -2.9% 1.22% −0.03
BLK BlackRock Inc. Reduce -0.2% 0.25% −0.03
SO The Southern Co. Reduce -3.7% 0.18% −0.03
AVGO Broadcom Inc. Reduce -4.9% 1.40% −0.03
MET Metlife Inc. Reduce -6.5% 0.18% −0.02
NVO Novo-Nordisk A/S-Spons ADR Reduce -24.9% 0.05% −0.02
INTU Intuit Inc. Reduce -9.4% 0.14% −0.02
HON Honeywell International Inc. Reduce -2.1% 0.17% −0.02
PFXF Vaneck Pref Sec X-Financials Reduce -12.3% 0.12% −0.02
XLC SS Comm Select Sector SPDR Reduce -2.1% 0.38% −0.02
INTC Intel Corp. Reduce -24.1% 0.08% −0.02
XLY SS Consumer Disc Select Sect Reduce -2.6% 0.35% −0.02
TRV The Travelers Cos Inc. Reduce -6.8% 0.32% −0.02
IP International Paper Co. Reduce -7.9% 0.05% −0.02
PFE Pfizer Inc. Reduce -1.2% 0.28% −0.01
STZ Constellation Brands Inc. Class A Reduce -4.7% 0.35% −0.01
XLF SS Financial Select Sector Reduce -2.8% 0.48% −0.01
TROW T Rowe Price Group Inc. Reduce -17.0% 0.06% −0.01
PFFD Global X US Preferred ETF Reduce -0.2% 0.29% −0.01
JPM JPMorgan Chase & Co. Reduce -0.9% 3.09% −0.01

Portfolio Buys Q3 2025 → Q4 2025
DELL Dell Technologies -C New 0.73% +0.73
MRK Merck & Co. Inc. Add +2.1% 1.56% +0.32
WM Waste Management Inc. Add +182.6% 0.48% +0.30
NFLX Netflix Inc. New 0.25% +0.25
CRM Salesforce Inc. Add +11.0% 1.37% +0.25
PLTR Palantir Technologies Inc. Class A New 0.15% +0.15
IEFA iShares Core MSCI Eafe ETF Add +26.2% 0.67% +0.14
AMGN Amgen Inc. Add +2.1% 0.87% +0.12
WMT Walmart Inc. Add +0.1% 1.89% +0.11
CI The Cigna Group Add +42.7% 0.43% +0.11
TMUS T-Mobile US Inc. Add +38.4% 0.63% +0.08
QCOM Qualcomm Inc. Add +4.0% 1.54% +0.08
AEP American Electric Power New 0.05% +0.05
BBT Beacon Financial Corp. New 0.04% +0.04
PANW Palo Alto Networks Inc. Add +17.1% 0.80% +0.03
META Meta Platforms Inc. Class A Add +15.9% 1.16% +0.03
SCCO Southern Copper Corp. Add +0.6% 0.20% +0.03
DRI Darden Restaurants Inc. Add +10.1% 0.57% +0.03
MCD McDonald's Corp. Add +2.8% 1.21% +0.02
BRK.B Berkshire Hathaway Inc. Class B Add +4.0% 0.79% +0.02
GEHC GE Healthcare Technology Add +0.9% 0.16% +0.01
ADI Analog Devices Inc. Add +0.5% 0.15% +0.01
DWM Wisdomtree International Equ Add +0.5% 0.36% +0.01
PRU Prudential Financial Inc. Add +0.6% 0.09% +0.01
SYK Stryker Corp. Add +7.8% 0.72% +0.01
SPYG SS SPDR P S&P 500 Growth ETF Add +7.6% 0.07% +0.01
IJR iShares Core S&P Small-Cap E Add +1.4% 0.34% +0.00
IVV iShares Core S&P 500 ETF Add +0.7% 0.19% +0.00
UNP Union Pacific Corp. Add +3.7% 0.73% −0.00
AMP Ameriprise Financial Inc. Add +0.2% 0.09% −0.00
AMT American Tower Corp. Add +9.1% 0.08% −0.00
APD Air Products & Chemicals Inc. Add +7.9% 0.09% −0.00
EXC Exelon Corp. Add +1.8% 0.13% −0.00
ED Consolidated Edison Inc. Add +1.0% 0.26% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.5% 0.49% −0.01
ORCL Oracle Corp. Add +31.5% 0.19% −0.02
LIN Linde PLC Add +8.8% 0.69% −0.03
DUK Duke Energy Corp. Add +3.3% 0.89% −0.03
PG The Procter & Gamble Co. Add +0.0% 1.04% −0.09
T AT&T Inc. Add +0.2% 0.90% −0.14

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 175$500.8MAAPL, NVDA, MSFT, GOOGL, AMAT
Q1 2026 173$447.4MAAPL, NVDA, MSFT, GOOGL, AMZN
Q4 2025 172$448.8MAAPL, MSFT, NVDA, GOOGL, AMZN
Q3 2025 168$441.6MMSFT, AAPL, NVDA, GOOGL, AMZN
Q2 2025 164$417.0MMSFT, AAPL, NVDA, AMZN, JPM
Q1 2025 160$383.9MAAPL, MSFT, NVDA, AMZN, JPM
Q4 2024 159$389.4MAAPL, MSFT, NVDA, AMZN, GOOGL
Q3 2024 160$396.9MAAPL, MSFT, NVDA, AMZN, GOOGL
Q2 2024 156$374.8MAAPL, MSFT, NVDA, GOOGL, AMZN
Q1 2024 157$375.3MMSFT, AAPL, AMZN, JPM, NVDA