ROCKLAND TRUST CO
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in ROCKLAND TRUST CO
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | GOOGL | ALPHABET INC | 5.15% | 128.610 M $ | 447247 | 2015/12/31 | -11.935 M $ | -8.13 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 4.74% | 118.331 M $ | 275003 | 2017/12/31 | 10.038 M $ | 8.57 % |
| 2026/03/31 | INDB | INDEPENDENT BK CORP MASS | 4.43% | 110.592 M $ | 1470438 | 2013/06/30 | 2.687 M $ | 2.91 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 4.08% | 101.829 M $ | 275087 | 2013/06/30 | -29.855 M $ | -23.46 % |
| 2026/03/31 | AAPL | APPLE INC | 3.37% | 84.130 M $ | 331493 | 2013/06/30 | -5.988 M $ | -6.65 % |
| 2026/03/31 | IVOV | VANGUARD ADMIRAL FDS INC | 3.33% | 83.123 M $ | 815334 | 2018/12/31 | 762.438 K $ | 0.93 % |
| 2026/03/31 | NOBL | PROSHARES TR | 3.09% | 77.121 M $ | 727490 | 2020/03/31 | 1.363 M $ | 1.86 % |
| 2026/03/31 | MRK | MERCK & CO INC | 2.58% | 64.351 M $ | 534963 | 2013/06/30 | 8.679 M $ | 14.28 % |
| 2026/03/31 | MBB | ISHARES TR | 2.30% | 57.406 M $ | 604597 | 2018/03/31 | -159.438 K $ | -0.28 % |
| 2026/03/31 | PEP | PEPSICO INC | 2.20% | 54.833 M $ | 353103 | 2013/06/30 | 4.260 M $ | 8.20 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 2.01% | 50.116 M $ | 295392 | 2013/06/30 | 15.127 M $ | 40.98 % |
| 2026/03/31 | V | VISA INC | 1.91% | 47.763 M $ | 158029 | 2017/12/31 | -7.228 M $ | -13.82 % |
| 2026/03/31 | TJX | TJX COS INC NEW | 1.83% | 45.601 M $ | 285543 | 2016/06/30 | 1.893 M $ | 3.96 % |
| 2026/03/31 | SPLB | SPDR SERIES TRUST | 1.73% | 43.093 M $ | 1939392 | 2023/09/30 | -656.704 K $ | -1.59 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 1.68% | 41.844 M $ | 239934 | 2019/09/30 | -2.850 M $ | -6.49 % |
| 2026/03/31 | UNP | UNION PAC CORP | 1.59% | 39.763 M $ | 163888 | 2014/03/31 | 1.821 M $ | 4.89 % |
| 2026/03/31 | EOG | EOG RES INC | 1.54% | 38.484 M $ | 266197 | 2020/06/30 | 10.237 M $ | 37.67 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 1.44% | 35.876 M $ | 71800 | 2016/09/30 | -4.822 M $ | -12.48 % |
| 2026/03/31 | NEE | NEXTERA ENERGY INC | 1.40% | 34.977 M $ | 376581 | 2014/06/30 | 4.775 M $ | 15.70 % |
| 2026/03/31 | PANL | PANGAEA LOGISTICS SOLUTION L | 1.35% | 33.750 M $ | 4766941 | 2015/06/30 | 1.705 M $ | 2.91 % |
| 2026/03/31 | SCHW | SCHWAB CHARLES CORP | 1.34% | 33.567 M $ | 357176 | 2025/03/31 | -1.601 M $ | -5.94 % |
| 2026/03/31 | TMO | THERMO FISHER SCIENTIFIC INC | 1.22% | 30.521 M $ | 62093 | 2015/06/30 | -5.199 M $ | -15.17 % |
| 2026/03/31 | BLK | BLACKROCK INC | 1.18% | 29.582 M $ | 30760 | 2025/03/31 | -2.990 M $ | -10.15 % |
| 2026/03/31 | HON | HONEYWELL INTL INC | 1.15% | 28.826 M $ | 127531 | 2017/12/31 | 3.949 M $ | 15.86 % |
| 2026/03/31 | META | META PLATFORMS INC | 1.14% | 28.560 M $ | 49918 | 2017/03/31 | -4.452 M $ | -13.33 % |
| 2026/03/31 | TXN | TEXAS INSTRS INC | 1.14% | 28.385 M $ | 146207 | 2013/06/30 | 3.021 M $ | 11.90 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 1.04% | 26.065 M $ | 88609 | 2013/06/30 | -2.585 M $ | -8.71 % |
| 2026/03/31 | VEEV | VEEVA SYS INC | 1.01% | 25.134 M $ | 143082 | 2022/06/30 | -5.671 M $ | -21.31 % |
| 2026/03/31 | STIP | ISHARES TR | 0.98% | 24.423 M $ | 236135 | 2018/03/31 | 240.923 K $ | 1.02 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.96% | 24.102 M $ | 98599 | 2013/06/30 | 3.783 M $ | 18.12 % |
| 2026/03/31 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.96% | 23.925 M $ | 152118 | 2024/09/30 | -661.092 K $ | -2.89 % |
| 2026/03/31 | NKE | NIKE INC | 0.93% | 23.322 M $ | 441537 | 2015/09/30 | -4.157 M $ | -17.09 % |
| 2026/03/31 | VZ | VERIZON COMMUNICATIONS INC | 0.93% | 23.207 M $ | 462291 | 2013/06/30 | 4.319 M $ | 23.25 % |
| 2026/03/31 | IJH | ISHARES TR | 0.85% | 21.142 M $ | 313076 | 2017/12/31 | 511.258 K $ | 2.32 % |
| 2026/03/31 | SPGI | S&P GLOBAL INC | 0.84% | 21.068 M $ | 49533 | 2019/09/30 | -942.158 K $ | -18.61 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.84% | 20.983 M $ | 100750 | 2017/12/31 | -1.429 M $ | -9.77 % |
| 2026/03/31 | ACN | ACCENTURE PLC IRELAND | 0.81% | 20.256 M $ | 102152 | 2017/12/31 | -5.909 M $ | -26.09 % |
| 2026/03/31 | CPRT | COPART INC | 0.81% | 20.203 M $ | 608510 | 2019/03/31 | -3.225 M $ | -15.20 % |
| 2026/03/31 | INTU | INTUIT | 0.79% | 19.737 M $ | 45648 | 2023/03/31 | -8.841 M $ | -34.73 % |
| 2026/03/31 | ELV | ELEVANCE HEALTH INC FORMERLY | 0.79% | 19.661 M $ | 67160 | 2023/09/30 | -3.717 M $ | -16.49 % |
| 2026/03/31 | ZTS | ZOETIS INC | 0.76% | 18.932 M $ | 160155 | 2017/06/30 | -1.131 M $ | -6.05 % |
| 2026/03/31 | DBMF | LITMAN GREGORY FDS TR | 0.76% | 18.924 M $ | 627654 | 2025/06/30 | 1.267 M $ | 7.45 % |
| 2026/03/31 | APD | AIR PRODUCTS AND CHEMICALS I | 0.71% | 17.732 M $ | 61043 | 2024/06/30 | 2.474 M $ | 17.60 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.68% | 16.993 M $ | 18475 | 2014/06/30 | -2.947 M $ | -14.41 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.66% | 16.571 M $ | 25480 | 2013/06/30 | -782.805 K $ | -4.63 % |
| 2026/03/31 | XLK | SELECT SECTOR SPDR TR | 0.65% | 16.303 M $ | 122673 | 2017/12/31 | -1.082 M $ | -7.69 % |
| 2026/03/31 | LULU | LULULEMON ATHLETICA INC | 0.64% | 15.922 M $ | 104000 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.63% | 15.754 M $ | 107088 | 2018/09/30 | -4.734 M $ | -24.52 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.61% | 15.272 M $ | 49138 | 2013/06/30 | 253.469 K $ | 1.69 % |
| 2026/03/31 | MKC | MCCORMICK & CO INC | 0.61% | 15.187 M $ | 301091 | 2025/06/30 | -5.211 M $ | -25.94 % |
| 2026/03/31 | CL | COLGATE PALMOLIVE CO | 0.60% | 15.080 M $ | 176934 | 2017/12/31 | 1.116 M $ | 7.86 % |
| 2026/03/31 | CB | CHUBB LTD SWITZ | 0.60% | 15.070 M $ | 46238 | 2021/09/30 | 1.772 M $ | 4.42 % |
| 2026/03/31 | ECL | ECOLAB INC | 0.60% | 15.026 M $ | 56483 | 2013/06/30 | 195.842 K $ | 1.33 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.59% | 14.823 M $ | 102621 | 2013/06/30 | 114.887 K $ | 0.79 % |
| 2026/03/31 | MS | MORGAN STANLEY | 0.54% | 13.516 M $ | 82129 | 2025/09/30 | -1.044 M $ | -7.30 % |
| 2026/03/31 | WEC | WEC ENERGY GROUP INC | 0.54% | 13.435 M $ | 116051 | 2015/06/30 | 1.181 M $ | 9.78 % |
| 2026/03/31 | ROP | ROPER TECHNOLOGIES INC | 0.53% | 13.183 M $ | 37255 | 2021/12/31 | -3.693 M $ | -20.50 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.49% | 12.267 M $ | 37297 | 2013/06/30 | -577.751 K $ | -4.42 % |
| 2026/03/31 | PFE | PFIZER INC | 0.48% | 11.954 M $ | 425726 | 2013/06/30 | 1.336 M $ | 12.77 % |
| 2026/03/31 | WMT | WALMART INC | 0.47% | 11.770 M $ | 94709 | 2013/06/30 | 1.334 M $ | 11.55 % |
| 2026/03/31 | LIN | LINDE PLC | 0.47% | 11.724 M $ | 23649 | 2023/06/30 | 1.676 M $ | 16.27 % |
| 2026/03/31 | KO | COCA COLA CO | 0.46% | 11.458 M $ | 150667 | 2013/06/30 | 917.794 K $ | 8.78 % |
| 2026/03/31 | ABT | ABBOTT LABORATORIES | 0.45% | 11.254 M $ | 109611 | 2013/06/30 | -2.501 M $ | -18.05 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.44% | 11.066 M $ | 18519 | 2015/12/31 | -540.042 K $ | -4.72 % |
| 2026/03/31 | DFAE | DIMENSIONAL ETF TRUST | 0.43% | 10.788 M $ | 318615 | 2025/09/30 | 414.448 K $ | 3.96 % |
| 2026/03/31 | BMY | BRISTOL-MYERS SQUIBB CO | 0.43% | 10.764 M $ | 177471 | 2013/06/30 | 1.200 M $ | 12.44 % |
| 2026/03/31 | ED | CONSOLIDATED EDISON INC | 0.42% | 10.504 M $ | 92804 | 2013/06/30 | 1.254 M $ | 13.95 % |
| 2026/03/31 | SO | SOUTHERN CO | 0.41% | 10.360 M $ | 107336 | 2013/06/30 | 976.512 K $ | 10.69 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.38% | 9.606 M $ | 46429 | 2013/06/30 | 2.590 M $ | 35.75 % |
| 2026/03/31 | GE | GE AEROSPACE | 0.36% | 8.992 M $ | 31686 | 2021/12/31 | -791.021 K $ | -7.88 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.36% | 8.878 M $ | 30948 | 2015/12/31 | -861.298 K $ | -8.59 % |
| 2026/03/31 | EMR | EMERSON ELEC CO | 0.33% | 8.221 M $ | 62746 | 2013/06/30 | -107.922 K $ | -1.28 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.33% | 8.133 M $ | 8162 | 2017/12/31 | 1.106 M $ | 15.55 % |
| 2026/03/31 | ROK | ROCKWELL AUTOMATION INC | 0.32% | 7.992 M $ | 22268 | 2013/06/30 | -688.815 K $ | -7.76 % |
| 2026/03/31 | GIS | GENERAL MILLS INC | 0.31% | 7.771 M $ | 208783 | 2013/06/30 | -1.799 M $ | -19.96 % |
| 2026/03/31 | UL | UNILEVER PLC | 0.31% | 7.681 M $ | 134824 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | KMB | KIMBERLY-CLARK CORP | 0.30% | 7.519 M $ | 77943 | 2013/06/30 | -315.375 K $ | -4.38 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.29% | 7.234 M $ | 15096 | 2013/06/30 | -396.328 K $ | -4.67 % |
| 2026/03/31 | ADP | AUTOMATIC DATA PROCESSING IN | 0.24% | 5.939 M $ | 29228 | 2013/06/30 | -1.739 M $ | -21.01 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.23% | 5.850 M $ | 26898 | 2013/06/30 | -301.345 K $ | -4.81 % |
| 2026/03/31 | EFV | ISHARES TR | 0.23% | 5.745 M $ | 77276 | 2022/12/31 | 232.871 K $ | 4.12 % |
| 2026/03/31 | HPQ | HP INC | 0.22% | 5.421 M $ | 282209 | 2016/03/31 | -765.608 K $ | -13.78 % |
| 2026/03/31 | VYM | VANGUARD WHITEHALL FDS | 0.20% | 5.006 M $ | 33801 | 2013/06/30 | 159.626 K $ | 3.19 % |
| 2026/03/31 | IVV | ISHARES TR | 0.19% | 4.658 M $ | 7131 | 2014/12/31 | -343.635 K $ | -4.63 % |
| 2026/03/31 | BAC | BANK AMERICA CORP | 0.17% | 4.212 M $ | 86391 | 2013/06/30 | -541.662 K $ | -11.36 % |
| 2026/03/31 | RTX | RTX CORPORATION | 0.16% | 3.939 M $ | 20419 | 2020/09/30 | 187.131 K $ | 5.18 % |
| 2026/03/31 | XLE | SELECT SECTOR SPDR TR | 0.16% | 3.917 M $ | 63934 | 2014/06/30 | 1.091 M $ | 37.02 % |
| 2026/03/31 | IXP | ISHARES TR | 0.16% | 3.916 M $ | 34091 | 2022/12/31 | -230.009 K $ | -5.25 % |
| 2026/03/31 | ORLY | OREILLY AUTOMOTIVE INC | 0.15% | 3.849 M $ | 41695 | 2018/03/31 | 49.903 K $ | 1.21 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 0.15% | 3.830 M $ | 59775 | 2025/09/30 | 96.571 K $ | 2.58 % |
| 2026/03/31 | GD | GENERAL DYNAMICS CORP | 0.15% | 3.640 M $ | 10605 | 2015/12/31 | 69.772 K $ | 1.95 % |
| 2026/03/31 | EFA | ISHARES TR | 0.14% | 3.468 M $ | 35707 | 2013/06/30 | 38.432 K $ | 1.15 % |
| 2026/03/31 | XLF | SELECT SECTOR SPDR TR | 0.14% | 3.443 M $ | 69734 | 2013/06/30 | -386.191 K $ | -9.86 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 0.14% | 3.437 M $ | 63598 | 2014/12/31 | 18.777 K $ | 0.54 % |
| 2026/03/31 | ADI | ANALOG DEVICES INC | 0.14% | 3.381 M $ | 10628 | 2025/09/30 | 502.586 K $ | 17.31 % |
| 2026/03/31 | DOV | DOVER CORP | 0.13% | 3.207 M $ | 15383 | 2013/06/30 | 203.209 K $ | 6.77 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.12% | 3.090 M $ | 9982 | 2021/09/30 | -327.260 K $ | -10.57 % |
| 2026/03/31 | PANW | PALO ALTO NETWORKS INC | 0.11% | 2.831 M $ | 17661 | 2025/06/30 | -484.405 K $ | -12.96 % |
| 2026/03/31 | AIG | AMERICAN INTL GROUP INC | 0.10% | 2.548 M $ | 33867 | 2018/09/30 | -341.836 K $ | -12.04 % |
| 2026/03/31 | XLV | SELECT SECTOR SPDR TR | 0.10% | 2.455 M $ | 16746 | 2013/12/31 | -79.918 K $ | -5.29 % |