Q3 2026 13F · SEC CIK 1623678

Plimoth Trust Co LLC

Bank & trustFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $536.7M
Reported positions: 178
Top holdings a year, 3 yrs: +24.4%
Average holding period: 6.9 yrs

Plimoth Trust Co LLC is a bank & trust that reported 178 positions worth $536.7M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Apple Inc (AAPL, 9.8%), Microsoft Corp (MSFT, 5.9%), Nvidia Corporation (NVDA, 5.6%). A portfolio copying its top holdings returned 24.4% a year over the last 3 years, against 22.3% for the S&P 500.

Plimoth Trust Co LLC holdings largest 50 of 178 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Plimoth Trust Co LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	9.8%	6.2%	157,452	+46.2%	$52.4M
MSFTMicrosoft Corp	5.9%	4.2%	61,535	+10.0%	$31.6M
NVDANvidia Corporation	5.6%	5.2%	132,240	+2.1%	$30.2M
GOOGLAlphabet Inc	3.5%	3.8%	54,758	+2.3%	$18.8M
AMZNAmazon Com Inc	3.1%	3.1%	66,633	+0.7%	$16.6M
DELLDell Technologies Inc	3.1%	2.7%	30,449	-3.8%	$16.4M
AMATApplied Matls Inc	2.6%	3.8%	27,618	+5.9%	$14.1M
JPMJpmorgan Chase & Co	2.6%	2.8%	42,476	-0.9%	$14.1M
LLYEli Lilly & Co	2.0%	2.2%	9,421	+2.4%	$10.9M
MRKMerck & Co Inc	1.7%	1.6%	63,335	+0.0%	$9.2M
CATCaterpillar Inc	1.6%	2.2%	10,770	+2.4%	$8.7M
XOMExxonmobil Holdings Corp	1.6%	—	53,536	—	$8.7M
WMTWalmart Inc	1.5%	1.6%	78,647	+7.9%	$8.2M
PANWPalo Alto Networks Inc	1.5%	1.5%	20,519	-9.7%	$8.2M
AVGOBroadcom Inc	1.5%	1.6%	23,087	+9.7%	$8.1M
JNJJohnson & Johnson	1.5%	1.6%	30,316	-1.5%	$8.0M
VVisa Inc	1.3%	1.3%	19,686	+0.7%	$7.1M
AGGIshares Tr	1.3%	1.4%	73,542	+2.8%	$7.0M
METAMeta Platforms Inc	1.3%	1.0%	9,535	+4.2%	$6.9M
RTXRtx Corporation	1.2%	1.3%	35,428	+3.5%	$6.6M
IQLTIshares Tr	1.2%	1.3%	127,109	+0.5%	$6.3M
XLKSelect Sector Spdr Tr	1.1%	1.3%	31,249	-10.1%	$6.1M
CVXChevron Corporation	1.1%	1.0%	29,230	+0.2%	$6.0M
CRMSalesforce Inc	1.0%	0.8%	23,762	-11.7%	$5.5M
ETNEaton Corp PLC	1.0%	1.0%	12,049	+0.6%	$5.2M
AMGNAmgen Inc	0.9%	0.8%	11,552	-0.8%	$4.9M
CBChubb Limited	0.9%	1.0%	14,865	-1.7%	$4.8M
BACBank of Amer Corp	0.9%	1.0%	87,999	-0.2%	$4.8M
IEFAIshares Tr	0.9%	0.9%	49,434	+5.6%	$4.8M
ABBVAbbvie Inc	0.9%	0.9%	18,239	-0.7%	$4.8M
PGXInvesco Exch Traded Fd Tr II	0.9%	1.0%	457,964	+0.2%	$4.6M
GOOGAlphabet Inc	0.9%	0.9%	13,426	+0.2%	$4.6M
PGProcter & Gamble Co	0.8%	0.9%	29,550	-8.1%	$4.3M
KOCoca Cola Co	0.8%	0.8%	49,595	-0.5%	$4.3M
QCOMQualcomm Inc	0.8%	0.9%	23,036	-6.7%	$4.2M
AXPAmerican Express Co	0.8%	0.9%	13,363	+5.1%	$4.1M
EMREmerson Elec Co	0.8%	0.7%	26,105	+8.8%	$4.0M
MCDMcdonalds Corp	0.8%	0.9%	17,455	+1.4%	$4.0M
NEENextera Energy Inc	0.7%	0.9%	51,939	+2.0%	$3.9M
DUKDuke Energy Corp New	0.7%	0.9%	34,170	+0.1%	$3.9M
TJXTjx Cos Inc New	0.7%	0.8%	29,439	+9.1%	$3.9M
UNPUnion Pac Corp	0.7%	0.8%	14,123	-0.2%	$3.8M
LINLinde PLC	0.7%	0.8%	8,050	+7.3%	$3.8M
GEGe Aerospace	0.7%	1.0%	11,759	-10.0%	$3.7M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.7%	7,195	+5.1%	$3.6M
TAt&t Inc	0.7%	—	143,885	—	$3.5M
CSCOCisco Sys Inc	0.7%	0.8%	32,425	+1.1%	$3.5M
GSGoldman Sachs Group Inc	0.6%	0.8%	3,865	+0.5%	$3.5M
LOWLowes Cos Inc	0.6%	0.7%	17,743	+7.8%	$3.3M
GEVGe Vernova Inc	0.6%	0.8%	3,427	-1.9%	$3.3M

What Plimoth Trust Co LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

AAPL Apple Inc+46.2% shares
MSFT Microsoft Corp+10.0% shares
AVGO Broadcom Inc+9.7% shares
TJX Tjx Cos Inc New+9.1% shares
EMR Emerson Elec Co+8.8% shares
WMT Walmart Inc+7.9% shares
LOW Lowes Cos Inc+7.8% shares
LIN Linde PLC+7.3% shares

Reduced

Left the top 50

XOM Exxon Mobil Corpwas 1.5%
IBM International Business Machswas 0.7%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.4% /yr; S&P 500 +11.7%
3 years: +24.4% /yr; S&P 500 +22.3%
5 years: +11.7% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$536.7M	178
Q2 2026	$500.8M	175
Q1 2026	$447.4M	173
Q4 2025	$448.8M	171
Q3 2025	$441.6M	167
Q2 2025	$417.0M	163
Q1 2025	$383.9M	159
Q4 2024	$389.4M	159
Q3 2024	$396.9M	159
Q2 2024	$374.8M	155
Q1 2024	$375.3M	156
Q4 2023	$346.5M	157

Questions about Plimoth Trust Co LLC's portfolio

What stocks does Plimoth Trust Co LLC own?

Plimoth Trust Co LLC's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 178 positions worth $536.7M. The largest are Apple Inc (AAPL) at 9.8%, Microsoft Corp (MSFT) at 5.9%, Nvidia Corporation (NVDA) at 5.6%, Alphabet Inc (GOOGL) at 3.5% and Amazon Com Inc (AMZN) at 3.1%.

What did Plimoth Trust Co LLC buy last quarter?

In Q3 2026, Plimoth Trust Co LLC added Apple Inc (AAPL) (+46.2% shares), Microsoft Corp (MSFT) (+10.0% shares) and Broadcom Inc (AVGO) (+9.7% shares), compared with its Q2 2026 filing.

What did Plimoth Trust Co LLC sell last quarter?

In Q3 2026, Plimoth Trust Co LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 International Business Machs (IBM), Salesforce Inc (CRM) (-11.7% shares), Select Sector Spdr Tr (XLK) (-10.1% shares) and Ge Aerospace (GE) (-10.0% shares), compared with its Q2 2026 filing.

How has Plimoth Trust Co LLC's portfolio performed?

A portfolio copying Plimoth Trust Co LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.4% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +17.4% against +11.7%. Over 5 years: +11.7% a year against +10.6%.

When is Plimoth Trust Co LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Plimoth Trust Co LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.