1y return+9.9%S&P 500 +20.9%
3y return+31.8%S&P 500 +68.5%
5y return+39.4%S&P 500 +74.5%
10y return+129.2%S&P 500 +256.5%
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 June 30, 2016: $229 against $357 in the S&P 500.2
Rockland Trust CoS&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 |
|---|---|---|---|
| GOOGLAlphabet Inc | $145.7M | 5.7% | −8.8% |
| INDBIndependent Bk Corp Mass | $119.5M | 4.7% | −2.9% |
| MSFTMicrosoft Corp | $109.4M | 4.3% | +6.6% |
| GLDSpdr Gold Tr | $99.2M | 3.9% | −2.0% |
| AAPLApple Inc | $94.0M | 3.7% | −2.0% |
| IVOVVanguard Admiral Fds Inc | $93.0M | 3.6% | |
| NOBLProshares Tr | $84.1M | 3.3% | +3.0% |
| NVDANvidia Corporation | $68.0M | 2.7% | +41.6% |
| MRKMerck & Co Inc | $63.0M | 2.5% | −8.4% |
| MBBIshares Tr | $60.6M | 2.4% | +6.0% |
| VVisa Inc | $56.7M | 2.2% | +4.6% |
| PEPPepsico Inc | $48.4M | 1.9% | +1.3% |
| UNPUnion Pac Corp | $45.9M | 1.8% | +3.1% |
| SPLBSpdr Series Trust | $45.5M | 1.8% | +4.7% |
| TXNTexas Instrs Inc | $40.8M | 1.6% | −6.4% |
| TJXTjx Cos Inc New | $40.4M | 1.6% | −6.5% |
| Exxon Mobil CorpCUSIP 30231G102 | $40.0M | 1.6% | −1.1% |
| MAMastercard Incorporated | $39.4M | 1.5% | +6.7% |
| SCHWSchwab Charles Corp | $36.1M | 1.4% | +9.7% |
| EOGEog Res Inc | $35.2M | 1.4% | +1.8% |
| NEENextera Energy Inc | $33.0M | 1.3% | |
| TMOThermo Fisher Scientific Inc | $32.4M | 1.3% | +4.1% |
| BLKBlackrock Inc | $31.4M | 1.2% | +6.3% |
| VEEVVeeva Sys Inc | $30.8M | 1.2% | +21.4% |
| JPMJpmorgan Chase & Co | $27.2M | 1.1% | −6.1% |
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 | June 30, 2020 | +2006.7% | $68.0M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $19.6M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $145.7M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $21.8M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $27.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $94.0M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $40.0M |
| TJXTjx Cos Inc New | June 30, 2020 | +199.6% | $40.4M |
| EOGEog Res Inc | June 30, 2020 | +156.1% | $35.2M |
| TXNTexas Instrs Inc | June 30, 2020 | +134.8% | $40.8M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $28.8M
- Lyondellbasell Industries NvCUSIP N53745100 was $1.0M
- Trane Technologies PLCCUSIP G8994E103 was $867K
- CORCencora Inc was $767K
- ADMArcher Daniels Midland Co was $707K
- AMTAmerican Tower Corp was $697K
- ONBOld Natl Bancorp Ind was $530K
- OXYOccidental Pete Corp was $240K
- EXCExelon Corp was $217K
- DJPBarclays Bank PLC was $213K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.1% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | +3.0% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +2.0% | +10.5% |
| March 31, 2025 | +0.4% | −4.6% |
| December 31, 2024 | −2.5% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | +0.2% | +4.0% |
| March 31, 2024 | +5.9% | +10.0% |
| December 31, 2023 | +9.7% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | +2.9% | +7.0% |
| December 31, 2022 | +10.5% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −10.2% | −16.5% |
| March 31, 2022 | −2.3% | −4.9% |
| December 31, 2021 | +8.6% | +10.7% |
| September 30, 2021 | −0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Rockland Trust Co Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=84616&type=13F-HR&dateb=&owner=include&count=40CIK 84616
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/84616/000008461626000006/Filed July 8, 2026 · accession 0000084616-26-000006