Rockland Trust Co.
Annual return '25
+10.9%
SPY '25
+17.7%
Alpha
-6.8ptsvs SPY
Invested
$2.5B
Holdings
313
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOGL
ALPHABET INC
Q4 2025: New position (190 shares)
5.1%
02
$GQ9
SPDR GOLD TR
Held since at least Q1 2024
4.7%
03
$INDB
INDEPENDENT BK CORP MASS
Held since at least Q1 2024
4.4%
04
$MSFT
MICROSOFT CORP
Q4 2025: New position (90 shares)
4.1%
05
$AAPL
APPLE INC
Q4 2025: New position (200 shares)
3.4%
06
$IVOV
VANGUARD ADMIRAL FDS INC
Held since at least Q1 2024
3.3%
07
$NOBL
PROSHARES TR
Held since at least Q1 2024
3.1%
08
$MRK
MERCK & CO INC
Q1 2026: Sold 3.3% (3.4k → 3.3k shares)
2.6%
09
$MBB
ISHARES TR
Held since at least Q1 2024
2.3%
10
$PEP
PEPSICO INC
Q4 2025: New position (160 shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:25 UTC.