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Portfolio (Quarterly) Guide ↗

ROCKLAND TRUST CO

· CIK 0000084616
13F Portfolio $2.5B AUM 504 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 80 Added 140 Reduced 13 Exited
Page 4 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RF REGIONS FINANCIAL CORP NEW Financial Services 48,313.0 $1.5M 0.06% -2K -4.6% $30.20 +1.7%
62 CMI CUMMINS INC Industrials 2,014.0 $1.4M 0.06% -357.0 -15.1% $713.21 -18.9%
63 SHY ISHARES TR 15,791.0 $1.3M 0.05% -308.0 -1.9% $82.11 -0.1%
64 TROW PRICE T ROWE GROUP INC Financial Services 11,345.0 $1.3M 0.05% -324.0 -2.8% $113.69 -1.0%
65 DHR DANAHER CORP DEL Healthcare 6,631.0 $1.3M 0.05% -415.0 -5.9% $190.48 +13.1%
66 SHW SHERWIN WILLIAMS CO Basic Materials 3,481.0 $1.2M 0.05% -54.0 -1.5% $344.32 +1.3%
67 PNC PNC FINL SVCS GROUP INC Financial Services 4,782.0 $1.2M 0.05% -1K -18.8% $246.22 -0.6%
68 ETN EATON CORP PLC Industrials 2,628.0 $1.1M 0.04% -76.0 -2.8% $426.12 -1.6%
69 UPS UNITED PARCEL SVCS INC Industrials 10,393.0 $1.1M 0.04% -348.0 -3.2% $107.50 -1.7%
70 WST WEST PHARMACEUTICAL SVSC INC Healthcare 2,956.0 $1.1M 0.04% -1K -30.3% $359.00 -2.5%
71 SYK STRYKER CORPORATION Healthcare 3,329.0 $1.0M 0.04% -54.0 -1.6% $314.84 +4.7%
72 GLW CORNING INC Technology 4,100.0 $1.0M 0.04% -100.0 -2.4% $255.43 -40.2%
73 USB US BANCORP Financial Services 17,279.0 $1.0M 0.04% -378.0 -2.1% $60.40 +4.0%
74 MMM 3M CO Industrials 6,378.0 $1.0M 0.04% -258.0 -3.9% $161.91 +11.2%
75 KBWB INVESCO EXCH TRADED FD TR II 11,070.0 $1.0M 0.04% -550.0 -4.7% $92.98 +3.8%
76 MLPA GLOBAL X FDS 19,330.0 $1.0M 0.04% -2K -7.3% $53.08 +7.0%
77 CWB SPDR SERIES TRUST 9,090.0 $980K 0.04% -114.0 -1.2% $107.82 -3.8%
78 ILCB ISHARES TR 9,385.0 $973K 0.04% -141.0 -1.5% $103.65 +2.4%
79 DIS DISNEY WALT CO Communication Services 9,554.0 $920K 0.04% -4K -28.2% $96.25 +13.9%
80 WWD WOODWARD INC Industrials 2,150.0 $915K 0.04% -110.0 -4.9% $425.44 -18.7%
Page 4 of 7  ·  140 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.4%
Technology 19.4%
Healthcare 12.6%
Communication Services 9.8%
Consumer Defensive 7.6%
Industrials 7.0%
Consumer Cyclical 6.8%
Energy 4.3%
Utilities 3.6%
Basic Materials 2.5%