Rockland Trust Co.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Rockland Trust Co. reported 275 stock positions worth $2.0 billion. Its top holding was SPDR Gold Shares (GLD) at 5.0% of the portfolio, followed by Microsoft (MSFT, 4.3%) and Vanguard S&P Mid-Cap 400 Val (IVOV, 3.7%). Compared with Q4 2024, it opened 13 new positions, sold out of 17, added to 68 and reduced 142. The biggest buy was a new position in BlackRock (BLK) and the biggest sale Alphabet Class A (GOOGL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- HANOVER, MA
- CIK
- 0000084616
- Portfolio Value
- $2.0B (Q1 2025)
- SEC Filing
- 0000084616-25-000004 ↗ filed Apr 16, 2025
Holdings Value
Holdings 275 stocks · $2.0B
| GLD SPDR Gold Shares | 4.96% | 342,785 | $98.8M | Reduce -4.0% |
| MSFT Microsoft Corp. | 4.34% | 229,957 | $86.3M | Add +2.1% |
| IVOV Vanguard S&P Mid-Cap 400 Val | 3.70% | 800,625 | $73.7M | Reduce -0.2% |
| NOBL Proshares S&P 500 Dividend A | 3.37% | 655,551 | $67.0M | Add +1.7% |
| GOOGL Alphabet Inc. Class A | 3.26% | 419,175 | $64.8M | Reduce -0.2% |
| AAPL Apple Inc. | 2.84% | 254,350 | $56.5M | Reduce -0.6% |
| MBB iShares MBS ETF | 2.82% | 598,446 | $56.1M | Add +6.4% |
| PEP Pepsico Inc. | 2.34% | 310,790 | $46.6M | Add +9.2% |
| V Visa Inc. Class A | 2.33% | 132,495 | $46.4M | Reduce -2.5% |
| MRK Merck & Co. Inc. | 2.23% | 493,234 | $44.3M | Add +18.3% |
| UNH Unitedhealth Group Inc. | 2.12% | 80,631 | $42.2M | Add +1.5% |
| PANL Pangaea Logistics Solutions | 2.05% | 8,552,689 | $40.7M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.95% | 72,715 | $38.7M | Reduce -3.9% |
| INDB Independent Bank Corp. | 1.90% | 603,940 | $37.8M | Reduce -0.2% |
| SPLB SS SPDR P Long Term C ETF | 1.84% | 1,625,005 | $36.7M | Add +2.4% |
| CB Chubb Ltd. | 1.83% | 120,480 | $36.4M | Add +0.1% |
| PG The Procter & Gamble Co. | 1.76% | 205,732 | $35.1M | Add +6.4% |
| META Meta Platforms Inc. Class A | 1.71% | 58,870 | $33.9M | Reduce -5.4% |
| JPM JPMorgan Chase & Co. | 1.70% | 138,171 | $33.9M | Reduce -14.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.70% | 277,457 | $33.8M | Add +20.1% |
| XOM Exxon Mobil Corp. | 1.69% | 282,880 | $33.6M | Add +3.5% |
| MA Mastercard Inc. Class A | 1.66% | 60,259 | $33.0M | Reduce -1.8% |
| UNP Union Pacific Corp. | 1.51% | 127,369 | $30.1M | Add +4.3% |
| EOG EOG Resources Inc. | 1.45% | 224,888 | $28.8M | Add +0.9% |
| BLK BlackRock Inc. | 1.28% | 27,008 | $25.6M | New |
| VEEV Veeva Systems Inc. Class A | 1.24% | 106,232 | $24.6M | Reduce -5.8% |
| STIP iShares 0-5 Year Tips Bond E | 1.22% | 234,849 | $24.3M | Add +5.6% |
| NEE Nextera Energy Inc. | 1.18% | 332,245 | $23.6M | Reduce -0.2% |
| INTU Intuit Inc. | 1.17% | 37,984 | $23.3M | Add +4.6% |
| SBUX Starbucks Corp. | 1.15% | 234,111 | $23.0M | Reduce -18.1% |
| TXN Texas Instruments Inc. | 1.12% | 124,476 | $22.4M | Add +4.4% |
| HON Honeywell International Inc. | 1.12% | 105,120 | $22.3M | Reduce -1.2% |
| ACN Accenture PLC Class A | 1.09% | 69,647 | $21.7M | Add +1.7% |
| ROP Roper Technologies Inc. | 1.08% | 36,535 | $21.5M | Add +1.5% |
| ADP Automatic Data Processing | 1.07% | 69,873 | $21.3M | Reduce -2.6% |
| VZ Verizon Communications Inc. | 0.98% | 430,386 | $19.5M | Add +0.6% |
| ICE Intercontinental Exchange Inc. | 0.96% | 110,521 | $19.1M | Add +2.5% |
| JNJ Johnson & Johnson | 0.90% | 107,539 | $17.8M | Reduce -2.4% |
| TMO Thermo Fisher Scientific Inc. | 0.82% | 32,786 | $16.3M | Add +2.3% |
| NKE Nike Inc. Class B | 0.79% | 247,648 | $15.7M | Add +26.7% |
| CL Colgate-Palmolive Co. | 0.79% | 166,711 | $15.6M | Reduce -0.7% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.78% | 370,875 | $15.5M | Add +12.3% |
| CPRT Copart Inc. | 0.75% | 264,955 | $15.0M | Add +0.9% |
| WST West Pharmaceutical Services | 0.73% | 64,724 | $14.5M | Add +8.3% |
| XLK SS Technology Select Sector | 0.73% | 69,941 | $14.4M | Add +31.4% |
| MCD McDonald's Corp. | 0.71% | 45,284 | $14.1M | Add +0.0% |
| APD Air Products & Chemicals Inc. | 0.70% | 47,151 | $13.9M | Add +2.3% |
| ECL Ecolab Inc. | 0.68% | 53,143 | $13.5M | Reduce -1.0% |
| WEC WEC Energy Group Inc. | 0.63% | 115,374 | $12.6M | Reduce -1.2% |
| KO The Coca-Cola Co. | 0.61% | 169,838 | $12.2M | Reduce -18.4% |
| HD Home Depot Inc. | 0.61% | 32,872 | $12.0M | Reduce -8.8% |
| LIN Linde PLC | 0.60% | 25,815 | $12.0M | Reduce -6.8% |
| GIS General Mills Inc. | 0.59% | 197,182 | $11.8M | Add +19.2% |
| ABT Abbott Laboratories | 0.59% | 88,712 | $11.8M | Reduce -9.7% |
| PFE Pfizer Inc. | 0.58% | 454,543 | $11.5M | Add +5.8% |
| LLY Eli Lilly & Co. | 0.57% | 13,760 | $11.4M | Add +17.9% |
| ED Consolidated Edison Inc. | 0.57% | 102,191 | $11.3M | Reduce -1.9% |
| SO The Southern Co. | 0.55% | 119,029 | $10.9M | Reduce -9.6% |
| KMB Kimberly-Clark Corp. | 0.55% | 76,510 | $10.9M | Add +1.6% |
| BMY Bristol-Myers Squibb Co. | 0.54% | 175,253 | $10.7M | Reduce -10.3% |
| UL Unilever PLC | 0.50% | 168,600 | $10.0M | Reduce -5.3% |
| WMT Walmart Inc. | 0.48% | 108,845 | $9.6M | Reduce -5.7% |
| VOO Vanguard S&P 500 ETF | 0.43% | 16,634 | $8.5M | Reduce -2.7% |
| GE General Electric filed as GE AEROSPACE | 0.41% | 40,674 | $8.1M | Reduce -15.1% |
| EMR Emerson Electric Co. | 0.39% | 71,664 | $7.9M | Reduce -1.5% |
| ROK Rockwell Automation Inc. | 0.38% | 29,161 | $7.5M | Add +6.5% |
| HPQ HP Inc. | 0.34% | 246,555 | $6.8M | Reduce -17.6% |
| ABBV Abbvie Inc. | 0.33% | 31,794 | $6.7M | Reduce -2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 9,523 | $5.3M | Add +1.2% |
| ORLY O'reilly Automotive Inc. | 0.27% | 3,694 | $5.3M | Reduce -9.8% |
| CVX Chevron Corp. | 0.25% | 29,152 | $4.9M | Reduce -7.4% |
| EFV iShares MSCI Eafe Value ETF | 0.24% | 81,377 | $4.8M | Reduce -1.2% |
| VYM Vanguard High DVD Yield ETF | 0.23% | 34,815 | $4.5M | Reduce -2.0% |
| XLF SS Financial Select Sector | 0.22% | 88,473 | $4.4M | Reduce -7.3% |
| IXP iShares Global Comm Services | 0.20% | 40,123 | $3.9M | Reduce -3.1% |
| NVDA Nvidia Corp. | 0.18% | 32,466 | $3.5M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.17% | 21,787 | $3.4M | Reduce -5.1% |
| XLE SS Energy Select Sector | 0.17% | 35,975 | $3.4M | Reduce -25.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 78,457 | $3.3M | Reduce -31.6% |
| AIG American International Group | 0.16% | 37,360 | $3.2M | Reduce -26.3% |
| IVV iShares Core S&P 500 ETF | 0.15% | 5,464 | $3.1M | Reduce -1.9% |
| AMZN Amazon.com Inc. | 0.15% | 15,221 | $2.9M | Reduce -2.9% |
| DOV Dover Corp. | 0.14% | 15,315 | $2.7M | Reduce -1.4% |
| SPGI S&P Global Inc. | 0.13% | 5,172 | $2.6M | Reduce -24.2% |
| FMHI First Trust Municipal High I | 0.13% | 53,463 | $2.6M | Reduce -6.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 10,102 | $2.5M | Reduce -14.4% |
| VNQ Vanguard Real Estate ETF | 0.12% | 25,702 | $2.3M | Reduce -3.2% |
| EPS Wisdomtree US Large Cap Fund | 0.11% | 38,381 | $2.3M | Reduce -9.2% |
| OTIS Otis Worldwide Corp. | 0.11% | 21,153 | $2.2M | Reduce -4.6% |
| PM Philip Morris International | 0.11% | 13,219 | $2.1M | Reduce -21.6% |
| EFA iShares MSCI Eafe ETF | 0.10% | 23,525 | $1.9M | Add +4.0% |
| PNC PNC Financial Services Group | 0.09% | 10,446 | $1.8M | Add +7.5% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 29,706 | $1.7M | Reduce -4.8% |
| DHR Danaher Corp. | 0.08% | 7,700 | $1.6M | Reduce -18.5% |
| OIH Vaneck Oil Services ETF | 0.08% | 5,930 | $1.6M | Add +26.2% |
| AXP American Express Co. | 0.08% | 5,633 | $1.5M | Reduce -17.9% |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 33,009 | $1.5M | Add +1.3% |
| UPS United Parcel Service Class B | 0.07% | 13,316 | $1.5M | Add +9.0% |
| VCIT Vanguard Int-Term Corporate | 0.07% | 17,758 | $1.5M | No change |
| MDT Medtronic PLC | 0.07% | 16,084 | $1.4M | Add +1.9% |
Portfolio Sells Q4 2024 → Q1 2025
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 3.26% | −0.78 |
| AAPL Apple Inc. | Reduce -0.6% | 2.84% | −0.42 |
| JPM JPMorgan Chase & Co. | Reduce -14.0% | 1.70% | −0.26 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.25 |
| IVOV Vanguard S&P Mid-Cap 400 Val | Reduce -0.2% | 3.70% | −0.19 |
| SBUX Starbucks Corp. | Reduce -18.1% | 1.15% | −0.17 |
| HPQ HP Inc. | Reduce -17.6% | 0.34% | −0.15 |
| META Meta Platforms Inc. Class A | Reduce -5.4% | 1.71% | −0.15 |
| XLY SS Consumer Disc Select Sect | Reduce -65.5% | 0.06% | −0.15 |
| HD Home Depot Inc. | Reduce -8.8% | 0.61% | −0.11 |
| WTMF Wisdomtree MGD Futures Strat | Sold out | 0.00% | −0.10 |
| HON Honeywell International Inc. | Reduce -1.2% | 1.12% | −0.10 |
| BAC Bank of America Corp. | Reduce -31.6% | 0.16% | −0.09 |
| INDB Independent Bank Corp. | Reduce -0.2% | 1.90% | −0.07 |
| EMR Emerson Electric Co. | Reduce -1.5% | 0.39% | −0.06 |
| MS Morgan Stanley | Sold out | 0.00% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -5.1% | 0.17% | −0.05 |
| WMT Walmart Inc. | Reduce -5.7% | 0.48% | −0.05 |
| KO The Coca-Cola Co. | Reduce -18.4% | 0.61% | −0.05 |
| NVDA Nvidia Corp. | Reduce -0.7% | 0.18% | −0.05 |
| XLE SS Energy Select Sector | Reduce -25.9% | 0.17% | −0.04 |
| SPGI S&P Global Inc. | Reduce -24.2% | 0.13% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -2.7% | 0.43% | −0.04 |
| DHR Danaher Corp. | Reduce -18.5% | 0.08% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -0.2% | 1.18% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -2.9% | 0.15% | −0.03 |
| AXP American Express Co. | Reduce -17.9% | 0.08% | −0.03 |
| AIG American International Group | Reduce -26.3% | 0.16% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -10.3% | 0.54% | −0.02 |
| CLX Clorox Company | Sold out | 0.00% | −0.02 |
| CAT Caterpillar Inc. | Reduce -12.1% | 0.07% | −0.02 |
| DE Deere & Co. | Sold out | 0.00% | −0.02 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.02 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.02 |
| EPS Wisdomtree US Large Cap Fund | Reduce -9.2% | 0.11% | −0.02 |
| ES Eversource Energy | Reduce -45.4% | 0.02% | −0.02 |
| DPZ Domino's Pizza Inc. | Sold out | 0.00% | −0.02 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.02 |
| FBND Fidelity Total Bond ETF | Sold out | 0.00% | −0.01 |
| SOXX iShares Semiconductor ETF | Reduce -4.5% | 0.07% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -20.0% | 0.05% | −0.01 |
| AMP Ameriprise Financial Inc. | Reduce -49.2% | 0.01% | −0.01 |
| XLF SS Financial Select Sector | Reduce -7.3% | 0.22% | −0.01 |
| DOV Dover Corp. | Reduce -1.4% | 0.14% | −0.01 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.01 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.01 |
| FAST Fastenal Co. | Reduce -44.1% | 0.02% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -55.5% | 0.01% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.9% | 0.15% | −0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -28.1% | 0.03% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| BLK BlackRock Inc. | New | 1.28% | +1.28 |
| TJX TJX Companies Inc. | Add +20.1% | 1.70% | +0.28 |
| MBB iShares MBS ETF | Add +6.4% | 2.82% | +0.20 |
| XOM Exxon Mobil Corp. | Add +3.5% | 1.69% | +0.20 |
| PEP Pepsico Inc. | Add +9.2% | 2.34% | +0.14 |
| ICE Intercontinental Exchange Inc. | Add +2.5% | 0.96% | +0.14 |
| CB Chubb Ltd. | Add +0.1% | 1.83% | +0.14 |
| SLB SLB Ltd. | Add +12.3% | 0.78% | +0.14 |
| ROP Roper Technologies Inc. | Add +1.5% | 1.08% | +0.13 |
| MRK Merck & Co. Inc. | Add +18.3% | 2.23% | +0.12 |
| PG The Procter & Gamble Co. | Add +6.4% | 1.76% | +0.11 |
| LLY Eli Lilly & Co. | Add +17.9% | 0.57% | +0.11 |
| VZ Verizon Communications Inc. | Add +0.6% | 0.98% | +0.11 |
| NOBL Proshares S&P 500 Dividend A | Add +1.7% | 3.37% | +0.10 |
| XLK SS Technology Select Sector | Add +31.4% | 0.73% | +0.10 |
| UNP Union Pacific Corp. | Add +4.3% | 1.51% | +0.10 |
| STIP iShares 0-5 Year Tips Bond E | Add +5.6% | 1.22% | +0.08 |
| UNH Unitedhealth Group Inc. | Add +1.5% | 2.12% | +0.08 |
| EOG EOG Resources Inc. | Add +0.9% | 1.45% | +0.06 |
| GIS General Mills Inc. | Add +19.2% | 0.59% | +0.06 |
| SPLB SS SPDR P Long Term C ETF | Add +2.4% | 1.84% | +0.05 |
| KMB Kimberly-Clark Corp. | Add +1.6% | 0.55% | +0.04 |
| MCD McDonald's Corp. | Add +0.0% | 0.71% | +0.04 |
| HSY The Hershey Co. | New | 0.04% | +0.04 |
| NKE Nike Inc. Class B | Add +26.7% | 0.79% | +0.04 |
| EXC Exelon Corp. | New | 0.02% | +0.02 |
| APD Air Products & Chemicals Inc. | Add +2.3% | 0.70% | +0.02 |
| SCHW Schwab (charles) Corp. | New | 0.02% | +0.02 |
| TT Trane Technologies PLC | New | 0.01% | +0.01 |
| MO Altria Group Inc. | New | 0.01% | +0.01 |
| OIH Vaneck Oil Services ETF | Add +26.2% | 0.08% | +0.01 |
| PGR Progressive Corp. | New | 0.01% | +0.01 |
| LRCX Lam Research Corp. | New | 0.01% | +0.01 |
| REGN Regeneron Pharmaceuticals | New | 0.01% | +0.01 |
| INTU Intuit Inc. | Add +4.6% | 1.17% | +0.01 |
| EQT Eqt Corp. | New | 0.01% | +0.01 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.01% | +0.01 |
| AWK American Water Works Co. Inc. | New | 0.01% | +0.01 |
| AON Aon PLC Class A | New | 0.01% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +4.0% | 0.10% | +0.01 |
| XLV SS Health Care Select Sector | Add +10.1% | 0.07% | +0.01 |
| MDT Medtronic PLC | Add +1.9% | 0.07% | +0.01 |
| ELV Elevance Health Inc. | Add +46.7% | 0.02% | +0.01 |
| FMC FMC Corp. | Add +45.0% | 0.04% | +0.01 |
| RF Regions Financial Corp. | Add +18.8% | 0.07% | +0.01 |
| MSM MSC Industrial Direct Co. Class A | Add +3.9% | 0.07% | +0.00 |
| CTAS Cintas Corp. | Add +18.4% | 0.02% | +0.00 |
| DVY iShares Select Dividend ETF | Add +17.6% | 0.02% | +0.00 |
| ADBE Adobe Inc. | Add +27.7% | 0.03% | +0.00 |
| ADM Archer-Daniels-Midland Co. | Add +12.7% | 0.04% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 317 | $2.5B | GOOGL, INDB, MSFT, GLD, AAPL |
| Q1 2026 | 308 | $2.5B | GOOGL, GLD, INDB, MSFT, AAPL |
| Q4 2025 | 304 | $2.5B | GOOGL, MSFT, GLD, INDB, AAPL |
| Q3 2025 | 302 | $2.4B | MSFT, GOOGL, GLD, AAPL, IVOV |
| Q2 2025 | 258 | $2.1B | MSFT, GLD, GOOGL, IVOV, NOBL |
| Q1 2025 | 275 | $2.0B | GLD, MSFT, IVOV, NOBL, GOOGL |
| Q4 2024 | 279 | $2.0B | MSFT, GLD, GOOGL, IVOV, NOBL |
| Q3 2024 | 283 | $2.0B | MSFT, GLD, IVOV, GOOGL, NOBL |
| Q2 2024 | 298 | $1.9B | MSFT, GLD, GOOGL, IVOV, PANL |
| Q1 2024 | 294 | $1.9B | MSFT, GLD, IVOV, GOOGL, PANL |