StockDriftsStockDriftsTop 50 Plimoth Trust CO LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple, Inc. | 6.23% | 107.7K | $31.2M | -0.05%(-55) | $49.08(+524.83%) | 2026-06-30 | |
| NVDA | Nvidia Corporation | 5.17% | 129.5K | $25.9M | +0.01%(+14) | $38.14(+478.02%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 4.17% | 55.9K | $20.9M | +1.57%(+866) | $149.99(+235.18%) | 2026-06-30 | |
| GOOGL | Alphabet Inc. Cl A | 3.82% | 53.6K | $19.1M | -1.48%(-804) | $68.54(+412.81%) | 2026-06-30 | |
| AMAT | Applied Materials Inc. | 3.76% | 26.1K | $18.9M | -5.32%(-1.46K) | $69.29(+670.00%) | 2026-06-30 | |
| AMZN | Amazon.Com, Inc. | 3.15% | 66.1K | $15.8M | +0.78%(+509) | $123.33(+122.94%) | 2026-06-30 | |
| JPM | JPMorgan Chase & Company | 2.8% | 42.9K | $14.0M | -2.05%(-895) | $107.80(+235.33%) | 2026-06-30 | |
| DELL | Dell Technologies Inc | 2.73% | 31.7K | $13.7M | -2.84%(-924) | $136.03(+222.76%) | 2026-06-30 | |
| CAT | Caterpillar Inc. | 2.24% | 10.5K | $11.2M | -1.61%(-172) | $175.93(+386.44%) | 2026-06-30 | |
| LLY | Lilly, Eli & Co | 2.2% | 9.2K | $11.0M | +3.63%(+322) | $412.66(+197.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.28% | +78.38% | +11.79% | +74.56% |
| Top 20 Holdings Unweighted | +21.31% | +78.50% | +11.62% | +73.29% |
Plimoth Trust CO LLC reports $500.77M in US-listed equity holdings across 175 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.2%), NVDA (5.2%) and MSFT (4.2%). The top 20 holdings account for 51.07% of reported assets. Its disclosed equity book has returned +78.38% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Plimoth Trust CO LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1623678). View Plimoth Trust CO LLC’s 13F filings on SEC