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Latest PLIMOTH TRUST CO LLC Stock Portfolio

PLIMOTH TRUST CO LLC Performance:
2025 Q3: 6.47%YTD: 10.85%2024: 15.04%
Performance for 2025 Q3 is 6.47%, and YTD is 10.85%, and 2024 is 15.04%.

About PLIMOTH TRUST CO LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, PLIMOTH TRUST CO LLC reported an equity portfolio of $441.6 Millions as of 30 Sep, 2025.

The top stock holdings of PLIMOTH TRUST CO LLC are MSFT, AAPL, NVDA. The fund has invested 6.2% of it's portfolio in MICROSOFT CORP and 6.2% of portfolio in APPLE, INC.

They significantly reduced their stock positions in INTEL CORP (INTC), COMCAST CORPORATION CL A (CMCSA) and SYSCO CORP (SYY). PLIMOTH TRUST CO LLC opened new stock positions in SPDR GOLD TRUST - ETF (GLD), WASTE MANAGEMENT INC (WM) and SELECT SECTOR SPDR-MATERIALS - ETF (XLB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES CORE MSCI EAFE - ETF (IBCE), PALO ALTO NETWORKS INC. (PANW) and ADOBE SYSTEMS INC. (ADBE).

PLIMOTH TRUST CO LLC Annual Return Estimates Vs S&P 500

Our best estimate is that PLIMOTH TRUST CO LLC made a return of 6.47% in the last quarter. In trailing 12 months, it's portfolio return was 9.83%.

New Buys

Ticker$ Bought
spdr gold trust - etf846,374
waste management inc759,214
select sector spdr-materials - etf261,063
citigroup inc234,465
New stocks bought by PLIMOTH TRUST CO LLC

Additions

Ticker% Inc.
ishares core msci eafe - etf133
palo alto networks inc.36.05
adobe systems inc.14.52
constellation brands inc cl a12.35
salesforce inc11.08
darden restaurants inc.9.88
merck & co. inc.7.77
berkshire hathaway inc cl b7.55
Additions to existing portfolio by PLIMOTH TRUST CO LLC

Reductions

Ticker% Reduced
intel corp-48.08
comcast corporation cl a-39.25
sysco corp-34.17
select sector spdr-energy - etf-29.39
regeneron pharmaceuticals-28.81
thermo fisher scientific inc-28.14
select sector spdr-real estate - etf-27.34
vanguard real estate-etf-22.19
PLIMOTH TRUST CO LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by PLIMOTH TRUST CO LLC

Sector Distribution

PLIMOTH TRUST CO LLC has about 27.9% of it's holdings in Technology sector.

Sector%
Technology27.9
Others13.4
Financial Services10.3
Healthcare9.8
Consumer Cyclical8.5
Communication Services8.4
Industrials8.3
Consumer Defensive5.8
Utilities3
Energy2.8
Basic Materials1.3

Market Cap. Distribution

PLIMOTH TRUST CO LLC has about 86.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP51.6
LARGE-CAP34.7
UNALLOCATED13.4

Stocks belong to which Index?

About 86.2% of the stocks held by PLIMOTH TRUST CO LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50086.2
Others13.7
Top 5 Winners (%)%
INTC
intel corp
49.8 %
GOOG
alphabet inc. cl a
37.9 %
GOOG
alphabet inc cl c
37.3 %
CMI
cummins, inc.
29.0 %
ORCL
oracle corp.
28.6 %
Top 5 Winners ($)$
AAPL
apple, inc.
5.4 M
GOOG
alphabet inc. cl a
4.4 M
NVDA
nvidia corporation
3.8 M
JNJ
johnson & johnson
1.2 M
JPM
jpmorgan chase & company
1.2 M
Top 5 Losers (%)%
UPS
united parcel service
-17.3 %
ACN
accenture plc cl a
-16.9 %
STZ
constellation brands inc cl a
-15.6 %
DOW
dow inc
-13.4 %
INTU
intuit inc
-13.3 %
Top 5 Losers ($)$
CRM
salesforce inc
-0.7 M
DRI
darden restaurants inc.
-0.3 M
ACN
accenture plc cl a
-0.3 M
DE
deere & co.
-0.3 M
STZ
constellation brands inc cl a
-0.3 M

PLIMOTH TRUST CO LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PLIMOTH TRUST CO LLC

PLIMOTH TRUST CO LLC has 166 stocks in it's portfolio. About 34.4% of the portfolio is in top 10 stocks. CRM proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for PLIMOTH TRUST CO LLC last quarter.

Last Reported on: 17 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions