PLIMOTH TRUST CO LLC

CIK 0001623678 • 6 13F filings • Apr 21, 2025 – Jul 28, 2026

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Filer information

Filed by: PLIMOTH TRUST CO LLC, SVP - OPERATIONS
Address: 330 SWANSEA MALL DRIVE, SWANSEA, MA, 02777
Phone: 508-675-4316
AUM: $448.8M

AUM over time

$500.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $448.8M171 positionsView on SEC.gov

			% of Portfolio
3M Company	Com	$378K	0.1%Prev: 0.1%	2,358 SH	Increased-50 SH
Abbott Laboratories	Com	$3.2M	0.7%Prev: 0.8%	25,806 SH	Decreased-286 SH
AbbVie Inc	Com	$4.4M	1.0%Prev: 1.0%	19,307 SH	Decreased-210 SH
Accenture PLC Cl A	Com	$375K	0.1%Prev: 0.3%	1,399 SH	Decreased-4,798 SH
Adobe Systems Inc.	Com	$1.2M	0.3%Prev: 0.8%	3,330 SH	Decreased-6,648 SH
AFLAC, Inc.	Com	$282K	0.1%Prev: 0.1%	2,557 SH	Decreased-15 SH
Air Products & Chemicals	Com	$387K	0.1%Prev: 0.1%	1,565 SH	Decreased+115 SH
Alphabet Inc Cl C	Com	$4.4M	1.0%Prev: 0.8%	14,067 SH	Increased-455 SH
Alphabet Inc. Cl A	Com	$17.3M	3.9%Prev: 3.5%	55,213 SH	Increased-8,069 SH
Altria Group Inc.	Com	$844K	0.2%Prev: 0.2%	14,633 SH	Decreased-300 SH
Amazon.Com, Inc.	Com	$14.7M	3.3%Prev: 3.2%	63,779 SH	Increased-657 SH
American Electric Power	Com	$204K	0.0%	1,769 SH	New
American Express Co	Com	$4.3M	1.0%Prev: 0.9%	11,703 SH	Increased-39 SH
American Tower Corporation REIT	Com	$357K	0.1%Prev: 0.1%	2,031 SH	Decreased+169 SH
Ameriprise Financial, Inc.	Com	$412K	0.1%Prev: 0.1%	841 SH	Increased+2 SH
Amgen Inc.	Com	$3.9M	0.9%Prev: 0.7%	11,934 SH	Increased+244 SH
Analog Devices Inc.	Com	$656K	0.1%Prev: 0.1%	2,419 SH	Increased+11 SH
Apple, Inc.	Com	$28.8M	6.4%Prev: 6.2%	106,086 SH	Increased-1,433 SH
Applied Materials Inc.	Com	$7.6M	1.7%Prev: 1.6%	29,576 SH	Increased-5,088 SH
AT&T Inc. Com	Com	$4.0M	0.9%Prev: 1.0%	161,769 SH	Decreased+287 SH
Automatic Data Processing	Com	$890K	0.2%Prev: 0.3%	3,461 SH	Decreased-305 SH
Bank New York Mellon Corp. Com	Com	$250K	0.1%Prev: 0.1%	2,150 SH	Increased
Bank Of America Corporation	Com	$4.6M	1.0%Prev: 1.0%	83,422 SH	Increased-3,640 SH
Beacon Financial Corporation	Com	$201K	0.0%	7,604 SH	New
Berkshire Hathaway Inc Cl B	Com	$3.5M	0.8%Prev: 0.8%	7,025 SH	Increased+270 SH
Berkshire Hathaway, Inc. Cl A	Com	$755K	0.2%Prev: 0.2%	1 SH	Increased
Blackrock Funding, Inc.	Com	$1.1M	0.2%Prev: 0.3%	1,047 SH	Decreased-2 SH
Boston Scientific Corp	Com	$356K	0.1%Prev: 0.1%	3,735 SH	Decreased
Bristol Myers Squibb Co.	Com	$1.4M	0.3%Prev: 0.3%	25,334 SH	Increased-400 SH
Broadcom Inc	Com	$6.3M	1.4%Prev: 1.4%	18,197 SH	Decreased-933 SH
Capital One Financial Corp.	Com	$397K	0.1%Prev: 0.1%	1,639 SH	Increased-70 SH
Caterpillar Inc.	Com	$6.3M	1.4%Prev: 1.3%	11,035 SH	Increased-588 SH
Check Point Software	Com	$264K	0.1%Prev: 0.1%	1,421 SH	Decreased
Chevron Corp com	Com	$4.5M	1.0%Prev: 1.1%	29,561 SH	Decreased-1,548 SH
Chubb Ltd	Com	$4.9M	1.1%Prev: 1.0%	15,724 SH	Increased-258 SH
Cigna Group	Com	$1.9M	0.4%Prev: 0.3%	7,078 SH	Increased+2,119 SH
Cisco Systems, Inc.	Com	$2.6M	0.6%Prev: 0.5%	33,929 SH	Increased-90 SH
Citigroup Inc	Com	$264K	0.1%Prev: 0.1%	2,260 SH	Increased-50 SH
Coca Cola	Com	$3.5M	0.8%Prev: 0.8%	50,648 SH	Increased-215 SH
ComCast Corporation Cl A	Com	$383K	0.1%Prev: 0.1%	12,800 SH	Decreased-5,305 SH
ConocoPhillips	Com	$387K	0.1%Prev: 0.1%	4,138 SH	Decreased
Consolidated Edison Inc.	Com	$1.2M	0.3%Prev: 0.3%	11,896 SH	Decreased+120 SH
Constellation Brands Inc Cl A	Com	$1.6M	0.4%Prev: 0.4%	11,457 SH	Decreased-566 SH
Costco Wholesale Corporation	Com	$438K	0.1%Prev: 0.1%	508 SH	Decreased
Cummins, Inc.	Com	$549K	0.1%Prev: 0.1%	1,076 SH	Increased-75 SH
CVS Health Corp	Com	$331K	0.1%Prev: 0.1%	4,165 SH	Decreased-275 SH
Danaher Corp. Com	Com	$516K	0.1%Prev: 0.1%	2,255 SH	Increased-260 SH
Darden Restaurants Inc.	Com	$2.5M	0.6%Prev: 0.5%	13,848 SH	Increased+1,266 SH
Deere & Co.	Com	$2.0M	0.4%Prev: 0.6%	4,320 SH	Decreased-1,559 SH
Dell Technologies Inc	Com	$3.3M	0.7%	26,144 SH	New
Dominion Energy Inc.	Com	$612K	0.1%Prev: 0.1%	10,450 SH	Decreased-65 SH
Donaldson Inc	Com	$266K	0.1%Prev: 0.1%	3,000 SH	Increased
Duke Energy Corp	Com	$4.0M	0.9%Prev: 0.9%	34,217 SH	Decreased+1,094 SH
Dupont De Nemours Inc	Com	$274K	0.1%Prev: 0.1%	6,820 SH	Decreased-258 SH
Eaton Corp PLC	Com	$3.6M	0.8%Prev: 1.0%	11,436 SH	Decreased-279 SH
Edwards Lifesciences Corp	Com	$254K	0.1%Prev: 0.1%	2,977 SH	Increased-86 SH
Emerson Electric Co	Com	$3.1M	0.7%Prev: 0.7%	23,162 SH	Increased-177 SH
Entergy Corp.	Com	$976K	0.2%Prev: 0.2%	10,555 SH	Decreased-20 SH
Exelon Corp.	Com	$569K	0.1%Prev: 0.1%	13,055 SH	Decreased+230 SH
Exxon Mobil Corporation	Com	$6.2M	1.4%Prev: 1.4%	51,786 SH	Decreased-4,544 SH
Fedex Corp.	Com	$344K	0.1%Prev: 0.1%	1,190 SH	Increased
GE Aerospace	Com	$4.2M	0.9%Prev: 0.9%	13,776 SH	Increased-5 SH
GE Healthcare Technologies Inc	Com	$720K	0.2%Prev: 0.1%	8,780 SH	Increased+80 SH
GE Vernova Inc	Com	$2.3M	0.5%Prev: 0.5%	3,495 SH	Increased
Gilead Sciences, Inc.	Com	$813K	0.2%Prev: 0.2%	6,625 SH	Increased
Global X US Preferred ETF	Pfd Stk	$1.3M	0.3%Prev: 0.3%	68,334 SH	Decreased-111 SH
Goldman Sachs Active Beta ETF	Com	$344K	0.1%Prev: 0.1%	2,599 SH	Decreased-86 SH
Goldman Sachs Group Inc.	Com	$3.5M	0.8%Prev: 0.8%	4,014 SH	Increased-250 SH
GSK PLC SPON ADR	Com	$339K	0.1%Prev: 0.1%	6,920 SH	Increased
Home Depot, Inc.	Com	$2.2M	0.5%Prev: 0.7%	6,522 SH	Decreased-711 SH
Honeywell International Inc.	Com	$778K	0.2%Prev: 0.2%	3,990 SH	Decreased-85 SH
Independent Bank Corp Mass	Com	$612K	0.1%Prev: 0.1%	8,380 SH	Increased
Intel Corp	Com	$344K	0.1%Prev: 0.1%	9,330 SH	Decreased-2,958 SH
International Business Machines	Com	$3.8M	0.8%Prev: 0.8%	12,715 SH	Increased-190 SH
International Paper	Com	$228K	0.1%Prev: 0.1%	5,779 SH	Decreased-495 SH
Intuit Inc	Com	$637K	0.1%Prev: 0.2%	961 SH	Decreased-100 SH
Invesco II Pfd-ETF	Pfd Stk	$4.9M	1.1%Prev: 1.2%	439,745 SH	Decreased-19,925 SH
Iron Mountain Inc.	Com	$857K	0.2%Prev: 0.2%	10,328 SH	Decreased
iShares Barclays 7-10 Treasury Bond Fund ETF	Com	$239K	0.1%Prev: 0.1%	2,490 SH	Decreased-98 SH
IShares Core MSCI EAFE - ETF	Com	$3.0M	0.7%Prev: 0.5%	33,797 SH	Increased+7,017 SH
Ishares Core U.S. Aggregate-ETF	Com	$7.2M	1.6%Prev: 1.7%	71,737 SH	Decreased-1,220 SH
iShares MSCI EAFE Index - ETF	Com	$386K	0.1%Prev: 0.1%	4,016 SH	Increased
IShares MSCI Emerging Mkts Min Vol Factor ETF	Com	$2.0M	0.4%Prev: 0.5%	31,161 SH	Decreased-275 SH
Ishares MSCI International Quality-ETF	Com	$5.7M	1.3%Prev: 1.3%	125,162 SH	Increased-1,882 SH
iShares S&P 500 Index - ETF	Com	$839K	0.2%Prev: 0.2%	1,225 SH	Increased+8 SH
iShares S&P SmallCap 600 Index - ETF	Com	$1.5M	0.3%Prev: 0.3%	12,525 SH	Increased+175 SH
IShares Tr Russell 1000 Growth Index Fund ETF	Com	$438K	0.1%Prev: 0.1%	925 SH	Increased
IShares Tr Short-Term Corp Bd-ETF	Com	$271K	0.1%Prev: 0.1%	5,127 SH	Decreased
Johnson & Johnson	Com	$6.6M	1.5%Prev: 1.4%	31,822 SH	Increased-1,451 SH
JPMorgan Chase & Company	Com	$13.8M	3.1%Prev: 3.1%	42,977 SH	Increased-383 SH
Kimberly-Clark Corp	Com	$380K	0.1%Prev: 0.1%	3,762 SH	Decreased-375 SH
Lilly, Eli & Co	Com	$9.1M	2.0%Prev: 1.5%	8,457 SH	Increased-44 SH
Linde Plc	Com	$3.1M	0.7%Prev: 0.7%	7,245 SH	Decreased+588 SH
Lockheed Martin Corporation	Com	$770K	0.2%Prev: 0.5%	1,593 SH	Decreased-2,921 SH
Lowe's Companies, Inc.	Com	$3.9M	0.9%Prev: 0.9%	16,297 SH	Decreased-97 SH
McDonald's Corp.	Com	$5.4M	1.2%Prev: 1.2%	17,787 SH	Increased+489 SH
Medtronic Hldg Ltd	Com	$467K	0.1%Prev: 0.2%	4,860 SH	Decreased-3,262 SH
Merck & Co. Inc.	Com	$7.0M	1.6%Prev: 1.2%	66,414 SH	Increased+1,384 SH
Meta Platforms Inc	Com	$5.2M	1.2%Prev: 1.1%	7,892 SH	Increased+1,085 SH
MetLife Inc. Com	Com	$812K	0.2%Prev: 0.2%	10,288 SH	Decreased-710 SH
MFC Vaneck ETF TR	Com	$541K	0.1%Prev: 0.1%	30,651 SH	Decreased-4,300 SH
Microchip Technology Inc.	Com	$640K	0.1%Prev: 0.2%	10,049 SH	Decreased-491 SH
Microsoft Corp	Com	$25.2M	5.6%Prev: 6.2%	52,064 SH	Decreased-893 SH
National Grid Plc-SP ADR	Com	$682K	0.2%Prev: 0.1%	8,815 SH	Increased
Netflix Inc	Com	$1.1M	0.3%	12,174 SH	New
NextEra Energy Inc.	Com	$4.4M	1.0%Prev: 1.0%	54,750 SH	Increased-2,255 SH
Nike Inc. Class B	Com	$2.0M	0.5%Prev: 0.5%	32,010 SH	Decreased-1,011 SH
Novartis AG Sponsored ADR	Com	$255K	0.1%Prev: 0.1%	1,847 SH	Increased-120 SH
Novo-Nordisk A/S-Spons ADR	Com	$218K	0.0%Prev: 0.1%	4,275 SH	Decreased-1,420 SH
Nucor Corporation	Com	$484K	0.1%Prev: 0.1%	2,965 SH	Increased-20 SH
Nvidia Corporation	Com	$23.4M	5.2%Prev: 5.5%	125,605 SH	Decreased-3,712 SH
Oracle Corp.	Com	$836K	0.2%Prev: 0.2%	4,287 SH	Decreased+1,028 SH
Palantir Technologies Inc - A	Com	$659K	0.1%	3,709 SH	New
Palo Alto Networks Inc.	Com	$3.6M	0.8%Prev: 0.8%	19,403 SH	Increased+2,837 SH
Pepsico Inc	Com	$2.8M	0.6%Prev: 0.6%	19,795 SH	Increased-204 SH
Pfizer, Inc	Com	$1.2M	0.3%Prev: 0.3%	49,755 SH	Decreased-610 SH
Philip Morris Intl Inc.	Com	$932K	0.2%Prev: 0.2%	5,813 SH	Decreased-20 SH
Phillips 66	Com	$385K	0.1%Prev: 0.1%	2,984 SH	Decreased
PPL Corporation	Com	$413K	0.1%Prev: 0.1%	11,790 SH	Decreased-175 SH
Principal Financial Group Inc.	Com	$653K	0.1%Prev: 0.1%	7,398 SH	Increased-150 SH
Procter & Gamble Co	Com	$4.7M	1.0%Prev: 1.1%	32,568 SH	Decreased+1 SH
Prudential Financial Inc.	Com	$414K	0.1%Prev: 0.1%	3,670 SH	Increased+20 SH
Public Storage	Com	$609K	0.1%Prev: 0.2%	2,345 SH	Decreased-245 SH
Qualcomm Inc	Com	$6.9M	1.5%Prev: 1.5%	40,378 SH	Increased+1,556 SH
Regeneron Pharmaceuticals	Com	$396K	0.1%Prev: 0.1%	513 SH	Increased-48 SH
RTX Corporation	Com	$6.4M	1.4%Prev: 1.3%	34,733 SH	Increased-701 SH
Salesforce Inc	Com	$6.2M	1.4%Prev: 1.1%	23,259 SH	Increased+2,303 SH
Service Corp. Intl.	Com	$223K	0.0%Prev: 0.1%	2,860 SH	Decreased
Southern Co	Com	$813K	0.2%Prev: 0.2%	9,327 SH	Decreased-360 SH
Southern Copper Corporation	Com	$884K	0.2%Prev: 0.2%	6,160 SH	Increased+34 SH
SPDR Gold Trust - ETF	Com	$936K	0.2%Prev: 0.2%	2,361 SH	Increased-20 SH
Starbucks Corporation	Com	$496K	0.1%Prev: 0.1%	5,893 SH	Decreased-320 SH
State St Comm Svc Select Sector SPDR ETF	Com	$1.7M	0.4%	14,537 SH	New
State St Cons Discret Select Sector SPDR ETF	Com	$1.6M	0.4%	13,199 SH	New
State St Cons Staples Select Sector SPDR ETF	Com	$713K	0.2%	9,181 SH	New
State St Health Care Select Sector SPDR ETF	Com	$1.8M	0.4%	11,362 SH	New
State St Industrial Select Sector SPDR ETF	Com	$1.3M	0.3%	8,333 SH	New
State St Real Estate Select Sector SPDR ETF	Com	$266K	0.1%	6,590 SH	New
State Street Corp.	Com	$448K	0.1%Prev: 0.1%	3,470 SH	Increased-100 SH
State Street Energy Select Sector SPDR ETF	Com	$277K	0.1%	6,193 SH	New
State Street Financial Select Sector SPDR ETF	Com	$2.2M	0.5%	39,312 SH	New
State Street Materials Select Sector SPDR ETF	Com	$258K	0.1%	5,696 SH	New
State Street SPDR Portfolio S&P500 Growth ETF	Com	$302K	0.1%	2,826 SH	New
State Street Tech Select Sector SPDR ETF	Com	$5.5M	1.2%	37,973 SH	New
State Street Utilities Select Sector SPDR ETF	Com	$383K	0.1%	8,964 SH	New
Stryker Corp	Com	$3.2M	0.7%Prev: 0.7%	9,227 SH	Increased+671 SH
Sysco Corp	Com	$265K	0.1%Prev: 0.2%	3,594 SH	Decreased-9,413 SH
T Rowe Price Group Inc	Com	$267K	0.1%Prev: 0.1%	2,612 SH	Decreased-534 SH
T-Mobile US Inc	Com	$2.8M	0.6%Prev: 0.5%	13,832 SH	Increased+3,839 SH
Target Corp.	Com	$668K	0.1%Prev: 0.1%	6,830 SH	Increased-445 SH
The Travelers Companies Inc.	Com	$1.4M	0.3%Prev: 0.3%	4,932 SH	Decreased-357 SH
The Walt Disney Company	Com	$2.6M	0.6%Prev: 0.7%	23,108 SH	Decreased-3,296 SH
Thermo Fisher Scientific Inc	Com	$243K	0.1%Prev: 0.0%	419 SH	Increased-5 SH
TJX Companies Inc.	Com	$4.3M	1.0%Prev: 0.9%	28,133 SH	Increased-821 SH
Toronto Dominion Bank	Com	$1.7M	0.4%Prev: 0.3%	18,192 SH	Increased-480 SH
Truist Financial Corp	Com	$890K	0.2%Prev: 0.2%	18,080 SH	Increased-292 SH
Union Pacific Corp	Com	$3.3M	0.7%Prev: 0.7%	14,184 SH	Increased+509 SH
United Parcel Service	Com	$925K	0.2%Prev: 0.2%	9,324 SH	Increased-1,181 SH
UnitedHealth Group Inc.	Com	$1.4M	0.3%Prev: 0.6%	4,286 SH	Decreased-3,977 SH
US Bancorp Del Com	Com	$283K	0.1%Prev: 0.1%	5,306 SH	Increased-199 SH
Vanguard Index Mid-Cap ETF	Com	$2.2M	0.5%Prev: 0.5%	7,565 SH	Decreased+38 SH
Vanguard Real Estate-ETF	Com	$1.4M	0.3%Prev: 0.6%	15,854 SH	Decreased-11,396 SH
Vanguard Russell 2000 ETF	Com	$399K	0.1%Prev: 0.1%	4,010 SH	Decreased-139 SH
Verizon Communications Inc.	Com	$2.3M	0.5%Prev: 0.6%	57,628 SH	Decreased-1,776 SH
Visa, Inc.	Com	$7.2M	1.6%Prev: 1.7%	20,482 SH	Decreased-885 SH
Wal-Mart Stores Inc	Com	$8.5M	1.9%Prev: 1.8%	76,147 SH	Increased+52 SH
Waste Management Inc	Com	$2.1M	0.5%Prev: 0.2%	9,715 SH	Increased+6,277 SH
Williams-Sonoma, Inc.	Com	$339K	0.1%Prev: 0.1%	1,900 SH	Decreased
Wisdomtree International Equity Fund ETF	Com	$1.6M	0.4%Prev: 0.4%	23,767 SH	Increased+110 SH
WisdomTree U.S. Midcap Dividend Fund-ETF	Com	$485K	0.1%Prev: 0.1%	9,403 SH	Decreased
WisdomTree U.S. Small Cap Dividend Fund ETF	Com	$279K	0.1%Prev: 0.1%	8,340 SH	Decreased-250 SH

Sold (vs prior filing)

Dow Inc — $279K
MFC SPDR Series Trust S&P 500 Growth - ETF — $275K
Select Sector SPDR Fund-Utilities - ETF — $400K
Select Sector SPDR- Comm Services-ETF — $1.8M
Select Sector SPDR-Cons. Discretionary - ETF — $1.6M
Select Sector SPDR-Consumer Staples - ETF — $738K
Select Sector SPDR-Energy - ETF — $282K
Select Sector SPDR-Financial - ETF — $2.2M
Select Sector SPDR-Health Care - ETF — $1.6M
Select Sector SPDR-Industrial - ETF — $1.3M
Select Sector SPDR-Materials - ETF — $261K
Select Sector SPDR-Real Estate - ETF — $283K
Select Sector SPDR-Technology - ETF — $5.5M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0001623678-26-000001	$448.8M	View
Oct 17, 2025	Q3 2025	13F-HR	0001623678-25-000007	$441.6M	View
Jul 28, 2026	Q2 2026