ROCKLAND TRUST CO
SEC Form 13F institutional filer · CIK 0000084616
13F-HR · 210 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.92B
Top-10 concentration
37.1%
ROCKLAND TRUST CO — $1.92B AUM allocation strategy
ROCKLAND TRUST CO files SEC Form 13F and reports $1.92B of long US equity value across 210 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 11.9%, followed by Communication Services 8.2% and Financials 7.6%.
The top 10 holdings account for 37% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
ROCKLAND TRUST CO — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.92B
total across 210 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
37% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +87.2K sh · +$6.59M+$CPRT +66.5K sh · −$1.02M+$NKE +59.8K sh · −$998K
Biggest trims (shares)
−$SBUX −238K sh · −$19.9M−$CB −82.1K sh · −$25M−$MRK −42.5K sh · +$3.57M
Exited to nil (held last quarter, gone now)
$CTSH ($3.04M last qtr)$MAS ($293K last qtr)$QCOM ($239K last qtr)$VRSK ($231K last qtr)$WAT ($226K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services8.2%—
- Systems Software5.3%—
- Technology Hardware, Storage & Peripherals4.4%—
- Transaction & Payment Processing Services4.3%—
- Pharmaceuticals3.4%—
- Soft Drinks & Non-alcoholic Beverages2.9%—
- Integrated Oil & Gas2.6%—
- Apparel Retail2.4%—
- Other holdings66.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 447K | $129M | -21.9K | 6.7% |
| $MSFT | Microsoft Corporation | 275K | $102M | +11.9K | 5.3% |
| $AAPL | Apple Inc | 331K | $84.1M | +111 | 4.4% |
| $MRK | Merck & Company Inc | 535K | $64.4M | -42.5K | 3.3% |
| $PEP | PepsiCo Inc | 353K | $54.8M | -8.87K | 2.8% |
| $XOM | ExxonMobil Holdings Corporation | 295K | $50.1M | -11.3K | 2.6% |
| $V | Visa Inc | 158K | $47.8M | +8.91K | 2.5% |
| $TJX | TJX Companies Inc | 286K | $45.6M | -25.2K | 2.4% |
| $NVDA | NVIDIA Corporation | 240K | $41.8M | +4.37K | 2.2% |
…and 201 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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