PLIMOTH TRUST CO LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 45.0%; sector active share 5.3% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
175 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.7% | $148,718,484 |
| Financial Services | 12.5% | $62,639,569 |
| Healthcare | 10.3% | $51,388,079 |
| Unclassified | 10.1% | $50,435,113 |
| Industrials | 9.7% | $48,379,256 |
| Communication Services | 8.1% | $40,735,375 |
| Consumer Cyclical | 7.1% | $35,663,152 |
| Consumer Defensive | 4.9% | $24,758,487 |
| Utilities | 3.2% | $15,839,436 |
| Energy | 2.6% | $13,088,697 |
| Basic Materials | 1.4% | $6,772,404 |
| Real Estate | 0.5% | $2,347,250 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VO | VANGUARD MID-CAP INDEX FUND | +23,197 | 30,755 | $2,477,930 | |
| PGX | Invesco Ltd. | +16,661 | 457,054 | $4,954,464 | |
| IEFA | iShares Core MSCI EAFE ETF | +5,066 | 46,809 | $4,520,813 | |
| PLTR | Palantir Technologies Inc. | +4,258 | 10,840 | $1,264,702 | |
| NFLX | Netflix Inc | +2,473 | 21,187 | $1,512,751 | |
| IWF | iShares Russell 1000 Growth ETF | +2,100 | 2,800 | $347,676 | |
| TMUS | T-Mobile US, Inc. | +1,120 | 15,925 | $2,671,099 | |
| CEG | Constellation Energy Corp | +1,041 | 3,186 | $791,306 | |
| CRM | Salesforce, Inc. | +946 | 26,902 | $4,214,467 | |
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | +944 | 8,133 | $431,943 | |
| AVGO | Broadcom Inc. | +905 | 21,047 | $7,950,504 | |
| MSFT | Microsoft Corp | +866 | 55,939 | $20,866,364 | |
| ABT | Abbott Laboratories | +768 | 28,195 | $2,558,414 | |
| PFFD | Global X U.S. Preferred ETF | +741 | 70,279 | $1,313,514 | |
| BAC | Bank Of America Corp | +680 | 88,169 | $5,023,868 | |
| META | Meta Platforms, Inc. | +519 | 9,150 | $5,154,102 | |
| AMZN | Amazon Com Inc | +509 | 66,146 | $15,765,236 | |
| WM | Waste Management Inc | +508 | 11,113 | $2,476,865 | |
| EFA | iShares MSCI EAFE ETF | +480 | 8,619 | $895,341 | |
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | +389 | 9,212 | $417,671 | |
| IJR | iShares Core S&P Small-Cap ETF | +369 | 12,894 | $1,912,309 | |
| EMR | Emerson Electric Co | +361 | 23,993 | $3,434,597 | |
| LLY | ELI LILLY & Co | +322 | 9,201 | $11,035,955 | |
| LOW | Lowes Companies Inc | +320 | 16,464 | $3,630,146 | |
| XOM | ExxonMobil Holdings Corp | +317 | 53,545 | $7,320,672 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QCOM | Qualcomm Inc | −8,804 | 24,684 | $4,561,355 | |
| DD | DuPont de Nemours, Inc. | −4,635 | 2,250 | $305,189 | |
| T | At&T Inc. | −4,048 | 154,592 | $3,200,054 | |
| PPL | PPL Corp | −3,175 | 9,065 | $329,512 | |
| CMCSA | Comcast Corp | −2,414 | 8,154 | $200,180 | |
| INDB | Independent Bank Corp | −2,275 | 6,105 | $511,110 | |
| VZ | Verizon Communications Inc | −2,267 | 58,409 | $2,473,036 | |
| DIS | Walt Disney Co | −2,063 | 17,149 | $1,650,590 | |
| XLF | State Street Corp | −1,724 | 36,055 | $1,932,907 | |
| MRK | Merck & Co., Inc. | −1,722 | 63,317 | $8,136,234 | |
| CSCO | Cisco Systems, Inc. | −1,669 | 32,065 | $3,766,354 | |
| AMAT | Applied Materials Inc | −1,464 | 26,073 | $18,850,779 | |
| BMY | Bristol Myers Squibb Co | −1,455 | 24,547 | $1,414,398 | |
| NGG | National Grid PLC | −1,303 | 7,397 | $612,988 | |
| GEHC | GE HealthCare Technologies Inc. | −1,271 | 7,813 | $500,109 | |
| TFC | Truist Financial Corp | −993 | 16,067 | $800,457 | |
| NKE | NIKE, Inc. | −986 | 29,879 | $1,226,532 | |
| TD | Toronto Dominion Bank | −950 | 16,512 | $2,005,052 | |
| DELL | Dell Technologies Inc. | −924 | 31,651 | $13,656,139 | |
| JPM | Jpmorgan Chase & Co | −895 | 42,859 | $14,029,035 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | −872 | 13,870 | $1,337,483 | |
| PFE | Pfizer Inc | −855 | 49,223 | $1,185,289 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | −822 | 9,237 | $1,465,542 | |
| GOOGL | Alphabet Inc. | −804 | 53,553 | $19,138,235 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −782 | 34,758 | $6,622,093 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 107,732 | $31,173,331 | 6.23% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 129,513 | $25,914,255 | 5.17% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 55,939 | $20,866,364 | 4.17% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 53,553 | $19,138,235 | 3.82% | |
| AMAT |
Applied Materials Inc
Technology
|
Reduced | 26,073 | $18,850,779 | 3.76% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 66,146 | $15,765,236 | 3.15% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 42,859 | $14,029,035 | 2.80% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 31,651 | $13,656,139 | 2.73% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 10,522 | $11,204,877 | 2.24% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 9,201 | $11,035,955 | 2.20% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 72,886 | $8,255,067 | 1.65% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 63,317 | $8,136,234 | 1.62% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 21,047 | $7,950,504 | 1.59% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 30,772 | $7,815,164 | 1.56% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 22,728 | $7,750,701 | 1.55% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 53,545 | $7,320,672 | 1.46% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Reduced | 71,571 | $7,084,096 | 1.41% | |
| V |
Visa Inc.
Financial Services
|
Added | 19,544 | $6,705,350 | 1.34% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 34,758 | $6,622,093 | 1.32% | |
| RTX |
RTX Corp
Industrials
|
Added | 34,243 | $6,496,923 | 1.30% | |
| IQLT |
iShares MSCI Intl Quality Factor ETF
|
Reduced | 126,424 | $6,264,309 | 1.25% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 9,150 | $5,154,102 | 1.03% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 15,117 | $5,150,965 | 1.03% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 11,972 | $5,101,508 | 1.02% | |
| BAC |
Bank Of America Corp
Financial Services
|
Added | 88,169 | $5,023,868 | 1.00% | |
| PGX |
Invesco Ltd.
Financial Services
|
Added | 457,054 | $4,954,464 | 0.99% | |
| GE |
General Electric Co
Industrials
|
Reduced | 13,061 | $4,881,287 | 0.97% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 29,159 | $4,833,395 | 0.97% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 13,402 | $4,735,328 | 0.95% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 32,143 | $4,713,449 | 0.94% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 17,212 | $4,652,574 | 0.93% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 18,365 | $4,621,367 | 0.92% | |
| QCOM |
Qualcomm Inc
Technology
|
Reduced | 24,684 | $4,561,355 | 0.91% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 46,809 | $4,520,813 | 0.90% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 50,922 | $4,469,423 | 0.89% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 34,152 | $4,322,959 | 0.86% | |
| AXP |
American Express Co
Financial Services
|
Added | 12,719 | $4,302,201 | 0.86% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 11,650 | $4,218,697 | 0.84% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 26,902 | $4,214,467 | 0.84% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 3,495 | $4,106,134 | 0.82% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Reduced | 26,988 | $4,088,682 | 0.82% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 49,840 | $4,050,495 | 0.81% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 7,505 | $3,894,643 | 0.78% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 3,844 | $3,887,706 | 0.78% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 14,156 | $3,850,432 | 0.77% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 32,065 | $3,766,354 | 0.75% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 16,464 | $3,630,146 | 0.72% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 12,299 | $3,458,600 | 0.69% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 23,993 | $3,434,597 | 0.69% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 6,848 | $3,426,670 | 0.68% |
Showing the top 50 of 175 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.