ROCKLAND TRUST CO — 13F Holdings & Portfolio

CIK 84616 · latest 13F-HR filed 2026-07-08

ROCKLAND TRUST CO manages $2.55B in 13F-reported U.S. long-equity assets across 504 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGL (5.65%), INDB (4.62%), MSFT (4.24%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 22 new positions, exited 13, added to 163, and trimmed 72.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2036 WASHINGTON STREET
HANOVER, MA 02339
Phone
(800) 826-6101
Filing Manager
ROCKLAND TRUST CO
HANOVER, MA
Signatory
Shauna Haglof
VP, Investment Compliance Manager
Loading holdings…
AUM

$2.55B

Long-equity book

Holdings

504

Distinct positions

Period

2026-06-30

Filed 2026-07-08

Q/Q Activity

+22 / −13 / ↑163 / ↓72

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NVIDIA CORPORATION$26.1M +62.4%
  • ALPHABET INC$17.1M +13.3%
  • TEXAS INSTRS INC$12.4M +43.7%
  • NETFLIX INC.$12.1M +5555.2%
  • APPLE INC$9.9M +11.8%
Show all 163

Top Trims

  • PANGAEA LOGISTICS SOLUTION L-$25.4M -75.3%
  • SPDR GOLD TR-$19.1M -16.1%
  • ORACLE CORP-$13.4M -85.3%
  • ROPER TECHNOLOGIES INC-$12.4M -94.0%
  • META PLATFORMS INC-$11.3M -39.7%
Show all 72

New Positions

  • SPDR SERIES TRUST$649.2K
  • SEAGATE TECHNOLOGY HLDNGS PL$434.2K
  • DELL TECHNOLOGIES INC$424.1K
  • KNOWLES CORP$320.7K
  • FIDELITY COVINGTON TRUST$318.9K
Show all 22

Exited Positions

  • HONEYWELL INTL INC$28.8M
  • LYONDELLBASELL INDUSTRIES NV$1.0M
  • TRANE TECHNOLOGIES PLC$867.2K
  • CENCORA INC$766.8K
  • ARCHER DANIELS MIDLAND CO$707.1K
Show all 13
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC GOOGL 02079K305 $144.1M 5.65% 403,093 SH
2 INDEPENDENT BK CORP MASS INDB 453836108 $117.8M 4.62% 1,407,587 SH
3 MICROSOFT CORP MSFT 594918104 $108.2M 4.24% 290,067 SH
4 SPDR GOLD TR GLD 78463V107 $99.1M 3.89% 268,912 SH
5 VANGUARD ADMIRAL FDS INC IVOV 921932844 $93.0M 3.65% 815,182 SH
6 PROSHARES TR NOBL 74348A467 $84.0M 3.30% 1,496,503 SH
7 APPLE INC AAPL 037833100 $69.1M 2.71% 238,635 SH
8 NVIDIA CORPORATION NVDA 67066G104 $66.2M 2.60% 331,019 SH
9 MERCK & CO INC MRK 58933Y105 $61.5M 2.41% 478,380 SH
10 ISHARES TR MBB 464288588 $60.5M 2.37% 640,519 SH
11 VISA INC V 92826C839 $56.6M 2.22% 164,891 SH
12 PEPSICO INC PEP 713448108 $48.2M 1.89% 355,929 SH
13 UNION PAC CORP UNP 907818108 $45.7M 1.79% 167,845 SH
14 SPDR SERIES TRUST SPLB 78464A367 $45.4M 1.78% 2,028,790 SH
15 TJX COS INC NEW TJX 872540109 $40.1M 1.57% 264,693 SH
16 MASTERCARD INCORPORATED MA 57636Q104 $39.4M 1.54% 76,641 SH
17 EXXON MOBIL CORP XOM 30231G102 $39.3M 1.54% 287,780 SH
18 TEXAS INSTRS INC TXN 882508104 $39.3M 1.54% 131,891 SH
19 SCHWAB CHARLES CORP SCHW 808513105 $36.1M 1.42% 391,413 SH
20 EOG RES INC EOG 26875P101 $35.2M 1.38% 270,965 SH
21 NEXTERA ENERGY INC NEE 65339F101 $32.9M 1.29% 375,192 SH
22 THERMO FISHER SCIENTIFIC INC TMO 883556102 $32.1M 1.26% 64,116 SH
23 BLACKROCK INC BLK 09290D101 $31.4M 1.23% 32,661 SH
24 VEEVA SYS INC VEEV 922475108 $30.8M 1.21% 173,548 SH
25 ELEVANCE HEALTH INC FORMERLY ELV 036752103 $26.5M 1.04% 68,436 SH
26 JPMORGAN CHASE & CO JPM 46625H100 $25.9M 1.01% 79,006 SH
27 ISHARES TR STIP 46429B747 $25.7M 1.01% 251,984 SH
28 APPLE INC AAPL 037833100 $25.0M 0.98% 86,388 SH
29 AMAZON COM INC AMZN 023135106 $23.3M 0.91% 97,824 SH
30 NIKE INC NKE 654106103 $22.6M 0.88% 549,386 SH
31 S&P GLOBAL INC SPGI 78409V104 $22.5M 0.88% 55,136 SH
32 ISHARES TR IJH 464287507 $21.9M 0.86% 284,032 SH
33 SELECT SECTOR SPDR TR XLK 81369Y803 $21.5M 0.84% 112,995 SH
34 LITMAN GREGORY FDS TR DBMF 53700T827 $21.3M 0.84% 695,804 SH
35 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $21.3M 0.83% 172,729 SH
36 COPART INC CPRT 217204106 $20.2M 0.79% 714,839 SH
37 INTUIT INTU 461202103 $19.8M 0.78% 75,757 SH
38 VERIZON COMMUNICATIONS INC VZ 92343V104 $19.7M 0.77% 464,981 SH
39 JOHNSON & JOHNSON JNJ 478160104 $19.2M 0.75% 75,497 SH
40 AIR PRODUCTS AND CHEMICALS I APD 009158106 $19.1M 0.75% 65,283 SH
41 ELI LILLY & CO LLY 532457108 $19.1M 0.75% 15,916 SH
42 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $19.0M 0.75% 25,493 SH
43 MCCORMICK & CO INC MKC 579780206 $18.7M 0.73% 370,423 SH
44 META PLATFORMS INC META 30303M102 $16.9M 0.66% 30,066 SH
45 MORGAN STANLEY MS 617446448 $16.8M 0.66% 80,513 SH
46 ECOLAB INC ECL 278865100 $16.4M 0.64% 58,689 SH
47 COLGATE PALMOLIVE CO CL 194162103 $16.2M 0.64% 177,025 SH
48 ACCENTURE PLC IRELAND ACN G1151C101 $15.7M 0.62% 126,300 SH
49 ZOETIS INC ZTS 98978V103 $14.6M 0.57% 203,611 SH
50 PROCTER & GAMBLE CO PG 742718109 $14.4M 0.57% 98,261 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-08 $2.55B 504 0000084616-26-000006
2026-03-31 2026-04-16 $2.50B 496 0000084616-26-000004
2025-12-31 2026-01-15 $2.54B 537 0000084616-26-000002