Plimoth Trust Co LLC holds a diversified book of 175 stocks worth $500.8M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Dupont De Nemours Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
89% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Plimoth Trust Co LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $881.2B |
| MORGAN STANLEY | 80 / 80 | $630.3B |
| JPMORGAN CHASE & CO | 80 / 80 | $615.2B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $425.8B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $190.8B |
| ROYAL BANK OF CANADA | 80 / 80 | $186.5B |
| UBS Group AG | 80 / 80 | $173.3B |
| AMERIPRISE FINANCIAL INC | 80 / 80 | $163.7B |
Ranked by the share of each fund's own book sitting in the names it shares with Plimoth Trust Co LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple, Inc. Com | $31.2M | 107.7K | 6.2% | ▼−0.1% Reduced · −55 sh | |
| 2 | Nvidia Corporation Com | $25.9M | 129.5K | 5.2% | ▲~0% Added · +14 sh | |
| 3 | Microsoft Corp Com | $20.9M | 55.9K | 4.2% | ▲+1.6% Added · +866 sh | |
| 4 | Alphabet Inc. Cl A Com | $19.1M | 53.6K | 3.8% | ▼−1.5% Reduced · −804 sh | |
| 5 | Applied Materials Inc. Com | $18.9M | 26.1K | 3.8% | ▼−5.3% Reduced · −1K sh | |
| 6 | Amazon.Com, Inc. Com | $15.8M | 66.1K | 3.1% | ▲+0.8% Added · +509 sh | |
| 7 | JPMorgan Chase & Company Com | $14.0M | 42.9K | 2.8% | ▼−2.0% Reduced · −895 sh | |
| 8 | Dell Technologies Inc Com | $13.7M | 31.7K | 2.7% | ▼−2.8% Reduced · −924 sh | |
| 9 | Caterpillar Inc. Com | $11.2M | 10.5K | 2.2% | ▼−1.6% Reduced · −172 sh | |
| 10 | Lilly, Eli & Co Com | $11.0M | 9.2K | 2.2% | ▲+3.6% Added · +322 sh | |
| 11 | Wal-Mart Stores Inc Com | $8.3M | 72.9K | 1.6% | ▼−0.2% Reduced · −158 sh | |
| 12 | Merck & Co. Inc. Com | $8.1M | 63.3K | 1.6% | ▼−2.6% Reduced · −2K sh | |
| 13 | Broadcom Inc Com | $8.0M | 21.0K | 1.6% | ▲+4.5% Added · +905 sh | |
| 14 | Johnson & Johnson Com | $7.8M | 30.8K | 1.6% | ▼−1.1% Reduced · −358 sh | |
| 15 | Palo Alto Networks Inc. Com | $7.8M | 22.7K | 1.5% | ▲+0.6% Added · +129 sh | |
| 16 | Exxon Mobil Corporation (OLD) Com | $7.3M | 53.5K | 1.5% | ▲+0.6% Added · +317 sh | |
| 17 | Ishares Core U.S. Aggregate-ETF Com | $7.1M | 71.6K | 1.4% | ▼−0.7% Reduced · −476 sh | |
| 18 | Visa, Inc. Com | $6.7M | 19.5K | 1.3% | ▲~0% Added · +3 sh | |
| 19 | State Street Tech Select Sector SPDR ETF Com | $6.6M | 34.8K | 1.3% | ▼−2.2% Reduced · −782 sh | |
| 20 | RTX Corporation Com | $6.5M | 34.2K | 1.3% | ▲+0.3% Added · +102 sh | |
| 21 | Ishares MSCI International Quality-ETF Com | $6.3M | 126.4K | 1.3% | ▼−0.5% Reduced · −590 sh | |
| 22 | Meta Platforms Inc Com | $5.2M | 9.2K | 1.0% | ▲+6.0% Added · +519 sh | |
| 23 | Chubb Ltd Com | $5.2M | 15.1K | 1.0% | ▼−1.0% Reduced · −150 sh | |
| 24 | Eaton Corp PLC Com | $5.1M | 12.0K | 1.0% | ▲+0.8% Added · +97 sh | |
| 25 | Bank Of America Corporation Com | $5.0M | 88.2K | 1.0% | ▲+0.8% Added · +680 sh | |
| 26 | Invesco II Pfd-ETF Pfd Stk | $5.0M | 457.1K | 1.0% | ▲+3.8% Added · +17K sh | |
| 27 | GE Aerospace Com | $4.9M | 13.1K | 1.0% | ▼−5.0% Reduced · −695 sh | |
| 28 | Chevron Corp com Com | $4.8M | 29.2K | 1.0% | ▼−0.6% Reduced · −167 sh | |
| 29 | Alphabet Inc Cl C Com | $4.7M | 13.4K | 0.9% | ▼−2.3% Reduced · −320 sh | |
| 30 | Procter & Gamble Co Com | $4.7M | 32.1K | 0.9% | ▼−1.3% Reduced · −431 sh | |
| 31 | McDonald's Corp. Com | $4.7M | 17.2K | 0.9% | ▼−0.6% Reduced · −102 sh | |
| 32 | AbbVie Inc Com | $4.6M | 18.4K | 0.9% | ▼−2.5% Reduced · −480 sh | |
| 33 | Qualcomm Inc Com | $4.6M | 24.7K | 0.9% | ▼−26% Reduced · −9K sh | |
| 34 | IShares Core MSCI EAFE - ETF Com | $4.5M | 46.8K | 0.9% | ▲+12% Added · +5K sh | |
| 35 | NextEra Energy Inc. Com | $4.5M | 50.9K | 0.9% | ▼−0.6% Reduced · −298 sh | |
| 36 | Duke Energy Corp Com | $4.3M | 34.2K | 0.9% | ▼−1.2% Reduced · −415 sh | |
| 37 | American Express Co Com | $4.3M | 12.7K | 0.9% | ▲+2.2% Added · +277 sh | |
| 38 | Amgen Inc. Com | $4.2M | 11.7K | 0.8% | ▼−0.3% Reduced · −30 sh | |
| 39 | Salesforce Inc Com | $4.2M | 26.9K | 0.8% | ▲+3.6% Added · +946 sh | |
| 40 | GE Vernova Inc Com | $4.1M | 3.5K | 0.8% | —Held | |
| 41 | TJX Companies Inc. Com | $4.1M | 27.0K | 0.8% | ▼−1.3% Reduced · −346 sh | |
| 42 | Coca Cola Com | $4.1M | 49.8K | 0.8% | ▼−0.3% Reduced · −160 sh | |
| 43 | Linde Plc Com | $3.9M | 7.5K | 0.8% | ▲+0.9% Added · +64 sh | |
| 44 | Goldman Sachs Group Inc. Com | $3.9M | 3.8K | 0.8% | ▼−2.9% Reduced · −116 sh | |
| 45 | Union Pacific Corp Com | $3.9M | 14.2K | 0.8% | ▼−0.6% Reduced · −86 sh | |
| 46 | Cisco Systems, Inc. Com | $3.8M | 32.1K | 0.8% | ▼−4.9% Reduced · −2K sh | |
| 47 | Lowe's Companies, Inc. Com | $3.6M | 16.5K | 0.7% | ▲+2.0% Added · +320 sh | |
| 48 | International Business Machines Com | $3.5M | 12.3K | 0.7% | ▼−2.6% Reduced · −326 sh | |
| 49 | Emerson Electric Co Com | $3.4M | 24.0K | 0.7% | ▲+1.5% Added · +361 sh | |
| 50 | Berkshire Hathaway Inc Cl B Com | $3.4M | 6.8K | 0.7% | ▲+0.2% Added · +14 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1623678/holdings"
Use Arkolith to show PLIMOTH TRUST CO LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 327 | $500.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 327 | $447.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 324 | $448.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 317 | $441.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 310 | $417.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 306 | $383.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 305 | $389.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 306 | $396.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.