PLIMOTH TRUST CO LLC
Sector Allocation
- Technology40.3%$216.5M
- Financials11.9%$63.9M
- Healthcare10.4%$55.8M
- Other8.8%$47.0M
- Industrials7.7%$41.2M
- Consumer Discretionary6.4%$34.6M
- Consumer Staples4.4%$23.4M
- Energy3.1%$16.5M
- Utilities3.0%$16.4M
- Communication Services2.2%$12.0M
AUM History
13fpro.ai/research/fund/plimoth-trust-co-llc-1623678
Conviction and streaks
Concentrating · top 10 = 39.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$52.4MMSFT
$31.6MNVDA
$30.2MGOOGL
$18.8MAMZN
$16.6MDELL
$16.4MAMAT
$14.1MJPM
$14.1MLLY
$10.9MMRK
$9.2MCAT
$8.7MXOM.R34088
$8.7MWMT
$8.2MPANW
$8.2MAVGO
$8.1MJNJ
$8.0MV
$7.1M- Ishares$7.0M
META
$6.9MRTX
$6.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/plimoth-trust-co-llc-1623678
PLIMOTH TRUST CO LLC 13F holdings — Q3 2026
$536.7M portfolio (+7.2% QoQ) · 178 holdings · Q3 2026 13F · top 10 are 40% of the stock portfolio
$52.4M
9.8% of stocks
+46%This quarter+0.9%Since filed11+ qtrsHeld$31.6M
5.9% of stocks
+10%This quarter-0.2%Since filed11+ qtrsHeld$30.2M
5.6% of stocks
+2%This quarter+0.9%Since filed11+ qtrsHeld$18.8M
3.5% of stocks
+2%This quarter+0.8%Since filed11+ qtrsHeld$16.6M
3.1% of stocks
+0.7%This quarter+1.6%Since filed11+ qtrsHeld$16.4M
3.0% of stocks
-4%This quarter+7.5%Since filed4 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$14.1M
2.6% of stocks
+6%This quarter+2.1%Since filed11+ qtrsHeld$14.1M
2.6% of stocks
-0.9%This quarter+0.5%Since filed11+ qtrsHeld$10.9M
2.0% of stocks
+2%This quarter+0.2%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$9.2M
1.7% of stocks
+0.0%This quarter+0.9%Since filed11+ qtrsHeld
All holdings — PLIMOTH TRUST CO LLC (Q3 2026)
178 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | CATERPILLAR INC | Industrials | $8.7M | 1.6% | 11K | +2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | EXXON MOBIL CORP | Energy | $8.7M | 1.6% | 54K | -0.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Walmart Inc. | Consumer Staples | $8.2M | 1.5% | 79K | +8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Palo Alto Networks Inc | Technology | $8.2M | 1.5% | 21K | -10% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Broadcom Inc. | Technology | $8.1M | 1.5% | 23K | +10% | 7 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | JOHNSON & JOHNSON | Healthcare | $8.0M | 1.5% | 30K | -1% | 11+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | VISA INC. | Financials | $7.1M | 1.3% | 20K | +0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | Ishares Core U.S. Aggregate-ETF - Cometf/fund | — | $7.0M | 1.3% | 74K | +3% | — | — | 13F |
| 19 | Meta Platforms, Inc. | Technology | $6.9M | 1.3% | 9,535 | +4% | 11+ qtrsAdded 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | RTX Corp | Industrials | $6.6M | 1.2% | 35K | +3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | Ishares MSCI International Quality-ETF - Cometf/fund | — | $6.3M | 1.2% | 127K | +0.5% | — | — | 13F |
| 22 | — | State Street Tech Select Sector SPDR ETF - Cometf/fund | — | $6.1M | 1.1% | 31K | -10% | — | — | 13F |
| 23 | CHEVRON CORP | Energy | $6.0M | 1.1% | 29K | +0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Salesforce, Inc. | Technology | $5.5M | 1.0% | 24K | -12% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Eaton Corp plc | Industrials | $5.2M | 1.0% | 12K | +0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AMGN | AMGEN INC | Healthcare | $4.9M | 0.9% | 12K | -0.8% | |||
| 27 | $CB | Chubb Ltd | Financials | $4.8M | 0.9% | 15K | -2% | |||
| 28 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $4.8M | 0.9% | 88K | -0.2% | |||
| 29 | — | IShares Core MSCI EAFE - ETF - Com | — | $4.8M | 0.9% | 49K | +6% | |||
| 30 | $ABBV | AbbVie Inc. | Healthcare | $4.8M | 0.9% | 18K | -0.7% | |||
| 31 | $IVZ | Invesco Ltd. | Financials | $4.6M | 0.9% | 458K | +0.2% | |||
| 32 | $GOOG | Alphabet Inc. | Technology | $4.6M | 0.8% | 13K | +0.2% | |||
| 33 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $4.3M | 0.8% | 30K | -8% | |||
| 34 | $KO | COCA COLA CO | Consumer Staples | $4.3M | 0.8% | 50K | -0.5% | |||
| 35 | $QCOM | QUALCOMM INC/DE | Technology | $4.2M | 0.8% | 23K | -7% | |||
| 36 | $AXP | AMERICAN EXPRESS CO | Financials | $4.1M | 0.8% | 13K | +5% | |||
| 37 | $EMR | EMERSON ELECTRIC CO | Industrials | $4.0M | 0.8% | 26K | +9% | |||
| 38 | $MCD | MCDONALDS CORP | Consumer Discretionary | $4.0M | 0.8% | 17K | +1% | |||
| 39 | $NEE | NEXTERA ENERGY INC | Utilities | $3.9M | 0.7% | 52K | +2% | |||
| 40 | $DUK | Duke Energy CORP | Utilities | $3.9M | 0.7% | 34K | +0.1% | |||
| 41 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $3.9M | 0.7% | 29K | +9% | |||
| 42 | $UNP | UNION PACIFIC CORP | Industrials | $3.8M | 0.7% | 14K | -0.2% | |||
| 43 | $LIN | LINDE PLC | Materials | $3.8M | 0.7% | 8,050 | +7% | |||
| 44 | $GE | GENERAL ELECTRIC CO | Industrials | $3.7M | 0.7% | 12K | -10% | |||
| 45 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $3.6M | 0.7% | 7,195 | +5% | |||
| 46 | $T | AT&T INC. | Communication Services | $3.5M | 0.7% | 144K | -7% | |||
| 47 | $CSCO | CISCO SYSTEMS, INC. | Technology | $3.5M | 0.7% | 32K | +1% | |||
| 48 | $GS | GOLDMAN SACHS GROUP INC | Financials | $3.5M | 0.7% | 3,865 | +0.5% | |||
| 49 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $3.3M | 0.6% | 18K | +8% | |||
| 50 | $GEV | GE Vernova Inc. | Industrials | $3.3M | 0.6% | 3,427 | -2% | |||
| 51 | $SYK | STRYKER CORP | Healthcare | $2.9M | 0.5% | 11K | -0.4% | |||
| 52 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.8M | 0.5% | 29K | +2% | |||
| 53 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.8M | 0.5% | 13K | +3% | |||
| 54 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $2.7M | 0.5% | 14K | -0.4% | |||
| 55 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $2.6M | 0.5% | 56K | -4% | |||
| 56 | $WM | WASTE MANAGEMENT INC | Utilities | $2.5M | 0.5% | 12K | +12% | |||
| 57 | $TMUS | T-Mobile US, Inc. | Communication Services | $2.5M | 0.5% | 15K | -3% | |||
| 58 | — | Vanguard Morningstar Mid-Cap ETF - Com | — | $2.5M | 0.5% | 31K | +2% | |||
| 59 | — | IShares MSCI Emerging Mkts Min Vol Factor ETF - Com | — | $2.4M | 0.5% | 33K | -0.3% | |||
| 60 | $PLTR | Palantir Technologies Inc. | Technology | $2.4M | 0.5% | 13K | +19% | |||
| 61 | $PEP | PEPSICO INC | Consumer Staples | $2.4M | 0.5% | 19K | -0.8% | |||
| 62 | $DE | DEERE & CO | Industrials | $2.3M | 0.4% | 3,355 | -2% | |||
| 63 | $CI | Cigna Group | Healthcare | $2.1M | 0.4% | 7,594 | -2% | |||
| 64 | $TD | TORONTO DOMINION BANK | Financials | $1.9M | 0.4% | 16K | -1% | |||
| 65 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.8M | 0.3% | 6,483 | -0.5% | |||
| 66 | — | State Street Financial Select Sector SPDR ETF - Com | — | $1.8M | 0.3% | 34K | -5% | |||
| 67 | — | iShares S&P SmallCap 600 Index - ETF - Com | — | $1.8M | 0.3% | 13K | +4% | |||
| 68 | $WT | WisdomTree, Inc. | Financials | $1.8M | 0.3% | 25K | -0.2% | |||
| 69 | $DIS | Walt Disney Co | Communication Services | $1.7M | 0.3% | 16K | -4% | |||
| 70 | — | State St Comm Svc Select Sector SPDR ETF - Com | — | $1.7M | 0.3% | 15K | +6% | |||
| 71 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $1.7M | 0.3% | 4,739 | -5% | |||
| 72 | $MA | Mastercard Inc | Financials | $1.7M | 0.3% | 3,000 | — | |||
| 73 | $NFLX | NETFLIX INC | Communication Services | $1.7M | 0.3% | 24K | +12% | |||
| 74 | $INTC | INTEL CORP | Technology | $1.6M | 0.3% | 14K | +131% | |||
| 75 | — | State St Health Care Select Sector SPDR ETF - Com | — | $1.6M | 0.3% | 9,555 | +3% | |||
| 76 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.5M | 0.3% | 24K | -0.8% | |||
| 77 | $PFE | PFIZER INC | Healthcare | $1.4M | 0.3% | 49K | -0.6% | |||
| 78 | — | State St Cons Discret Select Sector SPDR ETF - Com | — | $1.4M | 0.3% | 12K | -1% | |||
| 79 | — | iShares MSCI EAFE Index - ETF - Com | — | $1.3M | 0.3% | 13K | +50% | |||
| 80 | — | State St Industrial Select Sector SPDR ETF - Com | — | $1.3M | 0.3% | 8,036 | +4% | |||
| 81 | $NOTV | Inotiv, Inc. | Healthcare | $1.3M | 0.2% | 72K | +2% | |||
| 82 | $ED | CONSOLIDATED EDISON INC | Utilities | $1.2M | 0.2% | 12K | +0.1% | |||
| 83 | — | Vanguard Real Estate-ETF - Com | — | $1.1M | 0.2% | 13K | -8% | |||
| 84 | $IRM | IRON MOUNTAIN INC | Real Estate | $1.1M | 0.2% | 10K | — | |||
| 85 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.1M | 0.2% | 3,005 | -9% | |||
| 86 | $SCCO | SOUTHERN COPPER CORP/ | Materials | $1.1M | 0.2% | 5,437 | -13% | |||
| 87 | $BLK | BlackRock, Inc. | Financials | $1.1M | 0.2% | 1,031 | -0.6% | |||
| 88 | $CEG | Constellation Energy Corp | Utilities | $1.1M | 0.2% | 4,230 | +33% | |||
| 89 | $PM | Philip Morris International Inc. | Consumer Staples | $1.1M | 0.2% | 5,533 | -3% | |||
| 90 | $ETR | ENTERGY CORP /DE/ | Utilities | $1.0M | 0.2% | 10K | -2% | |||
| 91 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $984K | 0.2% | 15K | -0.6% | |||
| 92 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $959K | 0.2% | 3,716 | -0.3% | |||
| 93 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $952K | 0.2% | 6,390 | -3% | |||
| 94 | — | iShares S&P 500 Index - ETF - Com | — | $946K | 0.2% | 1,235 | -7% | |||
| 95 | $MET | METLIFE INC | Financials | $919K | 0.2% | 9,758 | -4% | |||
| 96 | $GLD | SPDR GOLD TRUST | Financials | $897K | 0.2% | 2,356 | -0.2% | |||
| 97 | $LMT | LOCKHEED MARTIN CORP | Industrials | $866K | 0.2% | 1,700 | -1.0% | |||
| 98 | $MU | MICRON TECHNOLOGY INC | Technology | $858K | 0.2% | 806 | New | |||
| 99 | $NKE | NIKE, Inc. | Consumer Discretionary | $857K | 0.2% | 24K | -19% | |||
| 100 | $TGT | TARGET CORP | Consumer Staples | $853K | 0.2% | 5,446 | -4% | |||
| 101 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $838K | 0.2% | 11K | -1% | |||
| 102 | $ADI | ANALOG DEVICES INC | Technology | $816K | 0.1% | 2,057 | — | |||
| 103 | $SO | SOUTHERN CO | Utilities | $796K | 0.1% | 9,602 | -0.9% | |||
| 104 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $791K | 0.1% | 8,467 | -0.6% | |||
| 105 | $PSX | Phillips 66 | Energy | $762K | 0.1% | 2,984 | — | |||
| 106 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.1% | 1 | — | |||
| 107 | $STZ | CONSTELLATION BRANDS, INC. | Consumer Staples | $719K | 0.1% | 6,363 | -28% | |||
| 108 | $ORCL | ORACLE CORP | Technology | $716K | 0.1% | 5,214 | +12% | |||
| 109 | $PFG | PRINCIPAL FINANCIAL GROUP INC | Financials | $711K | 0.1% | 6,352 | -6% | |||
| 110 | $TFC | TRUIST FINANCIAL CORP | Financials | $702K | 0.1% | 15K | -6% | |||
| 111 | $NUE | NUCOR CORP | Materials | $678K | 0.1% | 2,900 | -0.2% | |||
| 112 | $PSA | Public Storage | Real Estate | $659K | 0.1% | 2,330 | — | |||
| 113 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $642K | 0.1% | 705 | +54% | |||
| 114 | $D | DOMINION ENERGY, INC | Utilities | $612K | 0.1% | 10K | -2% | |||
| 115 | — | State St Cons Staples Select Sector SPDR ETF - Com | — | $608K | 0.1% | 7,539 | -6% | |||
| 116 | $GLW | CORNING INC /NY | Materials | $587K | 0.1% | 3,815 | +45% | |||
| 117 | $STT | STATE STREET CORP | Financials | $584K | 0.1% | 3,345 | — | |||
| 118 | $MDT | Medtronic plc | Healthcare | $577K | 0.1% | 6,689 | +55% | |||
| 119 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $562K | 0.1% | 919 | New | |||
| 120 | — | State Street Energy Select Sector SPDR ETF - Com | — | $550K | 0.1% | 8,941 | +10% | |||
| 121 | $UBS | UBS Group AG | Financials | $536K | 0.1% | 11K | New | |||
| 122 | $EXC | EXELON CORP | Utilities | $535K | 0.1% | 13K | -0.3% | |||
| 123 | $NGG | NATIONAL GRID PLC | Energy | $524K | 0.1% | 6,912 | -7% | |||
| 124 | $DHR | DANAHER CORP /DE/ | Healthcare | $523K | 0.1% | 2,360 | +30% | |||
| 125 | $COP | CONOCOPHILLIPS | Energy | $518K | 0.1% | 4,138 | — | |||
| 126 | $CMI | CUMMINS INC | Industrials | $509K | 0.1% | 985 | -3% | |||
| 127 | — | MFC Vaneck ETF TR - Com | — | $481K | 0.1% | 27K | -2% | |||
| 128 | $WT | WisdomTree, Inc. | Financials | $467K | 0.1% | 8,653 | — | |||
| 129 | $CVS | CVS HEALTH Corp | Healthcare | $440K | 0.1% | 5,132 | +29% | |||
| 130 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $438K | 0.1% | 3,860 | — | |||
| 131 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $433K | 0.1% | 4,604 | -4% | |||
| 132 | — | Vanguard Russell 2000 ETF - Com | — | $423K | 0.1% | 3,771 | +0.5% | |||
| 133 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $418K | 0.1% | 1,835 | -3% | |||
| 134 | — | State Street Utilities Select Sector SPDR ETF - Com | — | $415K | 0.1% | 11K | +14% | |||
| 135 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $413K | 0.1% | 1,956 | -50% | |||
| 136 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $412K | 0.1% | 836 | — | |||
| 137 | $APD | Air Products & Chemicals, Inc. | Materials | $407K | 0.1% | 1,464 | — | |||
| 138 | $KMB | KIMBERLY CLARK CORP | Materials | $404K | 0.1% | 4,145 | +27% | |||
| 139 | $MMM | 3M CO | Healthcare | $385K | 0.1% | 2,347 | -1% | |||
| 140 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $370K | 0.1% | 2,263 | +22% | |||
| 141 | — | Goldman Sachs Active Beta ETF - Com | — | $362K | 0.1% | 2,499 | — | |||
| 142 | — | State Street SPDR Portfolio S&P500 Growth ETF - Com | — | $358K | 0.1% | 2,911 | — | |||
| 143 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $354K | 0.1% | 8,100 | New | |||
| 144 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $353K | 0.1% | 465 | -5% | |||
| 145 | — | IShares Tr Russell 1000 Growth Index Fund ETF - Com | — | $338K | 0.1% | 2,700 | -4% | |||
| 146 | $GSK | GSK plc | Healthcare | $333K | 0.1% | 6,920 | — | |||
| 147 | $INDB | INDEPENDENT BANK CORP | Financials | $317K | 0.1% | 4,085 | -33% | |||
| 148 | $BNY | Bank of New York Mellon Corp | Financials | $305K | 0.1% | 2,110 | — | |||
| 149 | $WT | WisdomTree, Inc. | Financials | $302K | 0.1% | 7,980 | — | |||
| 150 | — | IShares Tr Short-Term Corp Bd-ETF - Com | — | $301K | 0.1% | 5,877 | +15% |
What changed in Q3 2026
Against the previous quarter's 13F: 8 new, 63 added to, 81 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
$MUMICRON TECHNOLOGY INC$858K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$562K
first bought this quarter
$UBSUBS Group AG$536K
first bought this quarter
$BSXBOSTON SCIENTIFIC CORP$354K
first bought this quarter
$HONAHoneywell Aerospace Inc.$299K
first bought this quarter
$TMOTHERMO FISHER SCIENTIFIC INC.$243K
first bought this quarter
+2 more in the Excel export
Added to (63)
now $52.4M · held 11+ qtrs
now $31.6M · held 11+ qtrs, 3 adds in a row
$INTCINTEL CORP+131%
now $1.6M · held 11+ qtrs
now $14.1M · held 11+ qtrs
now $8.1M · held 7 qtrs, 3 adds in a row
now $30.2M · held 11+ qtrs
+57 more in the Excel export
Trimmed (81)
now $8.2M · held 9 qtrs
$CRMSalesforce, Inc.-12%
now $5.5M · held 11+ qtrs
- State Street Tech Select Sector SPDR ETF - Com-10%
now $6.1M
now $16.4M · held 4 qtrs, 2 trims in a row
$HONHONEYWELL INTERNATIONAL INC-50%
now $413K · held 11+ qtrs, 2 trims in a row
$GEGENERAL ELECTRIC CO-10%
now $3.7M · held 11+ qtrs, 2 trims in a row
+75 more in the Excel export
Holdings by quarter
Every 13F PLIMOTH TRUST CO LLC has filed, 35 earlier quarters. Pick one to see what it held then.
Is it too late to follow PLIMOTH?
Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of PLIMOTH's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+1.3%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 9% over the last 4
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
PLIMOTH TRUST CO LLC disclosed 178 positions worth $536.7M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 9.8% of the equity portfolio, followed by $MSFT and $NVDA. During the quarter the fund opened 8 new positions and exited 5 — including a new stake in $MU. The portfolio is most concentrated in Technology (40.3% of disclosed assets). All figures are sourced directly from PLIMOTH TRUST CO LLC’s Form 13F-HR filing with the SEC under CIK 1623678.
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AI-Powered Hedge Fund Analysis: PLIMOTH TRUST CO LLC
13F Pro is an AI hedge fund tracker and stock research platform. For PLIMOTH TRUST CO LLC (SEC CIK: 1623678), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in PLIMOTH TRUST CO LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.