1y return+22.7%S&P 500 +20.9%
3y return+58.3%S&P 500 +68.5%
5y return+58.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $218 against $280 in the S&P 500.2
Plimoth Trust Co LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple, Inc. | $31.2M | 6.2% | |
| NVDANvidia Corporation | $25.9M | 5.2% | |
| MSFTMicrosoft Corp | $20.9M | 4.2% | +1.6% |
| GOOGLAlphabet Inc. Cl A | $19.1M | 3.8% | −1.5% |
| AMATApplied Materials Inc. | $18.9M | 3.8% | −5.3% |
| AMZNAmazon.Com, Inc. | $15.8M | 3.1% | |
| JPMJPMorgan Chase & Company | $14.0M | 2.8% | −2.0% |
| DELLDell Technologies Inc | $13.7M | 2.7% | −2.8% |
| CATCaterpillar Inc. | $11.2M | 2.2% | −1.6% |
| LLYLilly, Eli & Co | $11.0M | 2.2% | +3.6% |
| WMTWal-Mart Stores Inc | $8.3M | 1.6% | |
| MRKMerck & Co. Inc. | $8.1M | 1.6% | −2.6% |
| AVGOBroadcom Inc | $8.0M | 1.6% | +4.5% |
| JNJJohnson & Johnson | $7.8M | 1.6% | −1.2% |
| PANWPalo Alto Networks Inc. | $7.8M | 1.5% | |
| Exxon Mobil Corporation (OLD)CUSIP 30231G102 | $7.3M | 1.5% | |
| AGGIshares Core U.S. Aggregate-ETF | $7.1M | 1.4% | |
| VVisa, Inc. | $6.7M | 1.3% | |
| XLKState Street Tech Select Sector SPDR ETF | $6.6M | 1.3% | −2.2% |
| RTXRTX Corporation | $6.5M | 1.3% | |
| IQLTIshares MSCI International Quality-ETF | $6.3M | 1.3% | |
| METAMeta Platforms Inc | $5.2M | 1.0% | +6.0% |
| Chubb LtdCUSIP H1467J104 | $5.2M | 1.0% | |
| Eaton Corp PLCCUSIP G29183103 | $5.1M | 1.0% | |
| BACBank Of America Corporation | $5.0M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2021 | +1399.0% | $25.9M |
| AMATApplied Materials Inc. | June 30, 2020 | +1096.1% | $18.9M |
| CATCaterpillar Inc. | June 30, 2020 | +741.8% | $11.2M |
| LLYLilly, Eli & Co | June 30, 2020 | +630.6% | $11.0M |
| GEVGE Vernova Inc | June 30, 2024 | +585.0% | $4.1M |
| GOOGLAlphabet Inc. Cl A | June 30, 2020 | +404.0% | $19.1M |
| GOOGAlphabet Inc Cl C | June 30, 2020 | +399.9% | $4.7M |
| Eaton Corp PLCCUSIP G29183103 | June 30, 2020 | +387.1% | $5.1M |
| XLKState Street Tech Select Sector SPDR ETF | June 30, 2020 | +264.7% | $6.6M |
| GEGE Aerospace | September 30, 2021 | +262.7% | $4.9M |
Sold off last quarter
- Dupont De Nemours IncCUSIP 26614N102 was $315K
- BSXBoston Scientific Corp was $227K
- Check Point SoftwareCUSIP M22465104 was $203K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.6% | +14.8% |
| March 31, 2026 | −1.6% | −4.6% |
| December 31, 2025 | +3.7% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +6.8% | +10.5% |
| March 31, 2025 | −1.9% | −4.6% |
| December 31, 2024 | −1.2% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +1.9% | +4.0% |
| March 31, 2024 | +8.8% | +10.0% |
| December 31, 2023 | +10.4% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +5.4% | +8.3% |
| March 31, 2023 | +5.1% | +7.0% |
| December 31, 2022 | +8.8% | +7.1% |
| September 30, 2022 | −6.8% | −5.3% |
| June 30, 2022 | −14.1% | −16.5% |
| March 31, 2022 | −4.5% | −4.9% |
| December 31, 2021 | +9.6% | +10.7% |
| September 30, 2021 | −0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Plimoth Trust Co LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1623678&type=13F-HR&dateb=&owner=include&count=40CIK 1623678
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1623678/000162367826000003/Filed July 28, 2026 · accession 0001623678-26-000003