Plimoth Trust Co LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 160Value: $28.4MLatest: 2025Q1

PLIMOTH TRUST CO LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 160 holdings worth $0.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  null,
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BSX",
  "COF",
  "CMI",
  "DUK",
  "D",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "SCCO",
  null,
  "AMAT",
  "EMR",
  "META",
  null,
  null,
  null,
  "LIN",
  "MDT",
  "MSFT",
  "TMUS",
  "EXC",
  "GE",
  "NVS",
  null,
  "AMP",
  "IJR",
  "ORCL",
  null,
  "PANW",
  "PEP",
  "IRM",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "REGN",
  null,
  null,
  "RTX",
  null,
  null,
  "SPYG",
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TD",
  "TGT",
  null,
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "NGG",
  "XLB",
  "IEF",
  null,
  "GSK",
  null,
  null,
  null,
  "ETR",
  null,
  "DD",
  "AFL",
  "DRI",
  "IP",
  "GSLC",
  "INDB",
  "NVO",
  "AMZN",
  "PFG",
  "VTWO",
  "V",
  "WMT",
  "WSM",
  null,
  null,
  "CHKP",
  "SO",
  "PPL",
  "PSX",
  "CRM",
  "SCI",
  "SYY",
  null,
  "GEV",
  "PSA",
  "NUE",
  "FDX",
  "KMB",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BMY",
  "CVX",
  "CB",
  "CSCO",
  "KO",
  "CMCSA",
  "CTSH",
  "COP",
  "STZ",
  "ED",
  "COST",
  "CVS",
  "DHR",
  "DE",
  "DCI",
  "ADI",
  "NEE",
  "NKE",
  "STT",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "MO",
  "XLK",
  "MCHP",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 160
Total Value: 28424266
Accession Number: 0001623678-25-000002
Form Type: 13F-HR
CIK: plimoth-trust-co
Manager Name: Plimoth-Trust-Co

Data Enrichment

88% identified

140 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

160 positions • $28.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 8

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464287804

IJR|464287804

Shares:11.6K

Value:$1.2M

% of Portfolio:4.3% ($1.2M/$28.4M)

Apple Inc.

AAPL|037833100

Shares:4.9K

Value:$1.1M

% of Portfolio:3.9% ($1.1M/$28.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:4.1K

Value:$998.9K

% of Portfolio:3.5% ($998.9K/$28.4M)

Philip Morris International Inc.

PM|718172109

Shares:6.0K

Value:$954.8K

% of Portfolio:3.4% ($954.8K/$28.4M)

Public Storage

PSA|74460D109

Shares:2.9K

Value:$875.4K

% of Portfolio:3.1% ($875.4K/$28.4M)

IRON MOUNTAIN INC

IRM|46284V101

Shares:10.1K

Value:$867.1K

% of Portfolio:3.1% ($867.1K/$28.4M)

MICROSOFT CORP

MSFT|594918104

Shares:2.1K

Value:$802.6K

% of Portfolio:2.8% ($802.6K/$28.4M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:2.8% ($798.4K/$28.4M)

COCA COLA CO

KO|191216100

Shares:10.9K

Value:$782.2K

% of Portfolio:2.8% ($782.2K/$28.4M)

INTUIT INC.

INTU|461202103

Shares:1.1K

Value:$701.8K

% of Portfolio:2.5% ($701.8K/$28.4M)

Eaton Corp plc

ETN|G29183103

Shares:2.5K

Value:$687.2K

% of Portfolio:2.4% ($687.2K/$28.4M)

Walmart Inc.

WMT|931142103

Shares:7.2K

Value:$628.4K

% of Portfolio:2.2% ($628.4K/$28.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.5K

Value:$627.4K

% of Portfolio:2.2% ($627.4K/$28.4M)

92189F429

Shares:35.1K

Value:$588.8K

% of Portfolio:2.1% ($588.8K/$28.4M)

464287200

IVV|464287200

Shares:1.0K

Value:$575.9K

% of Portfolio:2.0% ($575.9K/$28.4M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.5K

Value:$528.6K

% of Portfolio:1.9% ($528.6K/$28.4M)

ELI LILLY & Co

LLY|532457108

Shares:612

Value:$505.5K

% of Portfolio:1.8% ($505.5K/$28.4M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.8K

Value:$472.2K

% of Portfolio:1.7% ($472.2K/$28.4M)

AMAZON COM INC

AMZN|023135106

Shares:2.3K

Value:$445.0K

% of Portfolio:1.6% ($445.0K/$28.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.5K

Value:$426.7K

% of Portfolio:1.5% ($426.7K/$28.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJRcusip464287804)	11.6K	QoQ +22.36% (+2.1K) YoY +40.89% (+3.4K)	All Managers (Combined)	$1.2M	4.3% ($1.2M/$28.4M)	QoQ +11.05% (+$120.6K) YoY +33.30% (+$302.6K)
Apple Inc.(AAPLcusip037833100)	4.9K	QoQ -14.96% (-868) YoY -20.46% (-1.3K)	All Managers (Combined)	$1.1M	3.9% ($1.1M/$28.4M)	QoQ -24.57% (-$356.9K) YoY +3.02% (-$32.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	4.1K	QoQ -5.60% (-242) YoY -17.15% (-843)	All Managers (Combined)	$998.9K	3.5% ($998.9K/$28.4M)	QoQ -3.40% (-$35.2K) YoY +1.46% (-$14.4K)
Philip Morris International Inc.(PMcusip718172109)	6.0K	QoQ -5.42% (-345) YoY -14.74% (-1.0K)	All Managers (Combined)	$954.8K	3.4% ($954.8K/$28.4M)	QoQ +24.73% (-$189.3K) YoY +47.70% (-$308.4K)
Public Storage(PSAcusip74460D109)	2.9K	QoQ -40.22% (-2.0K) YoY -41.76% (-2.1K)	All Managers (Combined)	$875.4K	3.1% ($875.4K/$28.4M)	QoQ -40.25% (-$589.7K) YoY -39.91% (-$581.5K)
IRON MOUNTAIN INC(IRMcusip46284V101)	10.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$867.1K	3.1% ($867.1K/$28.4M)	QoQ -18.14% (-$192.2K) YoY +7.26% (+$58.8K)
MICROSOFT CORP(MSFTcusip594918104)	2.1K	QoQ -22.36% (-616) YoY -27.57% (-814)	All Managers (Combined)	$802.6K	2.8% ($802.6K/$28.4M)	QoQ -30.86% (-$358.2K) YoY -35.37% (-$439.4K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$798.4K	2.8% ($798.4K/$28.4M)	QoQ +17.25% (+$117.5K) YoY +25.84% (+$164.0K)
COCA COLA CO(KOcusip191216100)	10.9K	QoQ 0.00% (+0) YoY -10.21% (-1.2K)	All Managers (Combined)	$782.2K	2.8% ($782.2K/$28.4M)	QoQ +15.03% (+$102.2K) YoY +5.11% (-$38.0K)
INTUIT INC.(INTUcusip461202103)	1.1K	QoQ -2.30% (-27) YoY -7.82% (-97)	All Managers (Combined)	$701.8K	2.5% ($701.8K/$28.4M)	QoQ -4.56% (-$33.6K) YoY -12.92% (-$104.2K)
Eaton Corp plc(ETNcusipG29183103)	2.5K	QoQ -2.46% (-64) YoY -32.29% (-1.2K)	All Managers (Combined)	$687.2K	2.4% ($687.2K/$28.4M)	QoQ -20.11% (-$173.0K) YoY -41.14% (-$480.4K)
Walmart Inc.(WMTcusip931142103)	7.2K	QoQ -11.30% (-912) YoY -19.34% (-1.7K)	All Managers (Combined)	$628.4K	2.2% ($628.4K/$28.4M)	QoQ -13.81% (-$100.7K) YoY +17.67% (-$94.4K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.5K	QoQ -0.19% (-5) YoY +0.07% (+2)	All Managers (Combined)	$627.4K	2.2% ($627.4K/$28.4M)	QoQ +12.89% (-$71.6K) YoY +30.31% (+$146.0K)
(cusip92189F429)✕	35.1K	QoQ +321.96% (+26.8K) YoY +284.97% (+26.0K)	All Managers (Combined)	$588.8K	2.1% ($588.8K/$28.4M)	QoQ +309.98% (+$445.2K) YoY +264.73% (+$427.3K)
(IVVcusip464287200)	1.0K	QoQ +3.95% (-39) YoY -7.23% (-80)	All Managers (Combined)	$575.9K	2.0% ($575.9K/$28.4M)	QoQ -0.77% (-$4.5K) YoY -0.85% (-$5.0K)
AbbVie Inc.(ABBVcusip00287Y109)	2.5K	QoQ 0.00% (+0) YoY -7.58% (-207)	All Managers (Combined)	$528.6K	1.9% ($528.6K/$28.4M)	QoQ +17.90% (+$80.3K) YoY +6.33% (-$31.5K)
ELI LILLY & Co(LLYcusip532457108)	612	QoQ +1.15% (+7) YoY -7.13% (-47)	All Managers (Combined)	$505.5K	1.8% ($505.5K/$28.4M)	QoQ +8.22% (+$38.4K) YoY -1.40% (-$7.2K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.8K	QoQ -5.33% (-99) YoY -8.73% (-168)	All Managers (Combined)	$472.2K	1.7% ($472.2K/$28.4M)	QoQ -14.18% (-$78.1K) YoY +7.84% (-$34.3K)
AMAZON COM INC(AMZNcusip023135106)	2.3K	QoQ -23.81% (-731) YoY -26.60% (-848)	All Managers (Combined)	$445.0K	1.6% ($445.0K/$28.4M)	QoQ -33.92% (-$228.5K) YoY -22.58% (-$129.9K)
PROCTER & GAMBLE Co(PGcusip742718109)	2.5K	QoQ -7.53% (-204) YoY -14.51% (-425)	All Managers (Combined)	$426.7K	1.5% ($426.7K/$28.4M)	QoQ -6.00% (-$27.3K) YoY -10.20% (-$48.5K)