Ipswich Investment Management
Latest statistics and disclosures from Ipswich Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, GOOGL, IWV, JPM, and represent 23.38% of Ipswich Investment Management's stock portfolio.
- Added to shares of these 10 stocks: TPL, NFLX, FSLR, IWV, IWM, EXPD, WMT, TRV, AKAM, TECK.
- Started 7 new stock positions in EXPD, FSLR, TRV, IWM, NFLX, AKAM, WMT.
- Reduced shares in these 10 stocks: OTIS, , , GOOGL, NVDA, CCJ, AAPL, MSFT, MU, LB.
- Sold out of its positions in WRB, CAC, CCOI, EFX, FURY, TTE, WEC.
- Ipswich Investment Management was a net seller of stock by $-4.9M.
- Ipswich Investment Management has $432M in assets under management (AUM), dropping by 0.86%.
- Central Index Key (CIK): 0001463753
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Portfolio Holdings for Ipswich Investment Management
Ipswich Investment Management holds 185 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.9 | $30M | 62k | 483.62 |
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| Apple (AAPL) | 5.4 | $23M | 85k | 271.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $19M | -2% | 59k | 313.00 |
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| Ishares Tr Russell 3000 Etf (IWV) | 3.4 | $15M | +2% | 38k | 386.85 |
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| JPMorgan Chase & Co. (JPM) | 3.4 | $15M | 45k | 322.22 |
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| NVIDIA Corporation (NVDA) | 3.1 | $14M | -2% | 72k | 186.50 |
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| Costco Wholesale Corporation (COST) | 2.9 | $13M | 14k | 862.32 |
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| Amazon (AMZN) | 2.6 | $11M | 49k | 230.82 |
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| Exxon Mobil Corporation (XOM) | 2.5 | $11M | 90k | 120.34 |
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| Visa Com Cl A (V) | 2.2 | $9.6M | 27k | 350.72 |
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| Caterpillar (CAT) | 2.2 | $9.3M | 16k | 572.86 |
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| Johnson & Johnson (JNJ) | 1.8 | $7.8M | 38k | 206.95 |
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| Eli Lilly & Co. (LLY) | 1.8 | $7.6M | 7.1k | 1074.68 |
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| Progressive Corporation (PGR) | 1.7 | $7.5M | 33k | 227.72 |
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| TJX Companies (TJX) | 1.7 | $7.4M | 48k | 153.61 |
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| Marsh & McLennan Companies (MMC) | 1.6 | $6.9M | 37k | 185.52 |
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| Texas Instruments Incorporated (TXN) | 1.5 | $6.6M | 38k | 173.49 |
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| Palo Alto Networks (PANW) | 1.5 | $6.4M | +3% | 35k | 184.20 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.5 | $6.4M | 6.0k | 1069.88 |
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| Procter & Gamble Company (PG) | 1.4 | $5.8M | -2% | 41k | 143.31 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.3 | $5.8M | -3% | 22k | 268.30 |
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| Chevron Corporation (CVX) | 1.3 | $5.8M | -2% | 38k | 152.41 |
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| Watsco, Incorporated (WSO) | 1.3 | $5.6M | 17k | 336.95 |
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| Linde SHS (LIN) | 1.2 | $5.4M | 13k | 426.39 |
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| Amgen (AMGN) | 1.2 | $5.3M | -2% | 16k | 327.31 |
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| Chubb (CB) | 1.2 | $5.2M | -5% | 17k | 312.12 |
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| Merck & Co (MRK) | 1.1 | $4.9M | 47k | 105.26 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $4.9M | +3% | 16k | 313.79 |
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| Oneok (OKE) | 1.1 | $4.7M | 64k | 73.50 |
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| Amrize SHS (AMRZ) | 1.0 | $4.5M | 83k | 54.08 |
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| Cameco Corporation (CCJ) | 1.0 | $4.1M | -8% | 45k | 91.49 |
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| Texas Pacific Land Corp (TPL) | 0.9 | $4.0M | +199% | 14k | 287.22 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $3.9M | -3% | 5.7k | 684.92 |
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| Novo-nordisk A S Adr (NVO) | 0.9 | $3.8M | 74k | 50.88 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.8 | $3.6M | 79k | 45.40 |
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| International Business Machines (IBM) | 0.7 | $3.2M | -8% | 11k | 296.21 |
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| Pepsi (PEP) | 0.7 | $3.1M | -2% | 21k | 143.52 |
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| Coca-Cola Company (KO) | 0.6 | $2.7M | 39k | 69.91 |
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| Cummins (CMI) | 0.6 | $2.7M | -5% | 5.2k | 510.45 |
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| Ge Aerospace Com New (GE) | 0.6 | $2.6M | 8.6k | 308.03 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $2.5M | 14k | 183.40 |
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| Centrus Energy Corp Cl A (LEU) | 0.6 | $2.4M | -6% | 10k | 242.76 |
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| Abbvie (ABBV) | 0.6 | $2.4M | 11k | 228.49 |
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| Netflix (NFLX) | 0.6 | $2.4M | NEW | 26k | 93.76 |
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| Novartis Sponsored Adr (NVS) | 0.5 | $2.4M | 17k | 137.87 |
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| Emerson Electric (EMR) | 0.5 | $2.3M | 18k | 132.72 |
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| Bk Nova Cad (BNS) | 0.5 | $2.2M | 30k | 73.69 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $2.1M | 3.7k | 579.45 |
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| Union Pacific Corporation (UNP) | 0.5 | $2.1M | +5% | 9.0k | 231.32 |
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| Honeywell International (HON) | 0.5 | $2.0M | 11k | 195.08 |
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| McDonald's Corporation (MCD) | 0.5 | $2.0M | 6.5k | 305.63 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $2.0M | 5.9k | 335.27 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $2.0M | 17k | 117.21 |
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| Applied Materials (AMAT) | 0.4 | $1.9M | 7.4k | 257.00 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.8M | 2.9k | 614.31 |
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| Automatic Data Processing (ADP) | 0.4 | $1.6M | 6.2k | 257.23 |
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| Abbott Laboratories (ABT) | 0.4 | $1.6M | 13k | 125.29 |
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| Fair Isaac Corporation (FICO) | 0.4 | $1.6M | 921.00 | 1690.62 |
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| American Express Company (AXP) | 0.3 | $1.5M | 4.0k | 369.91 |
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| Otis Worldwide Corp (OTIS) | 0.3 | $1.5M | -58% | 17k | 87.35 |
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| Landbridge Company Cl A (LB) | 0.3 | $1.5M | -17% | 30k | 48.99 |
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| 3M Company (MMM) | 0.3 | $1.4M | 9.0k | 160.10 |
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| Shell Spon Ads (SHEL) | 0.3 | $1.4M | 19k | 73.48 |
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| Broadcom (AVGO) | 0.3 | $1.4M | 4.1k | 346.10 |
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| British Amern Tob Sponsored Adr (BTI) | 0.3 | $1.4M | 25k | 56.62 |
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| Ge Vernova (GEV) | 0.3 | $1.4M | 2.2k | 653.57 |
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| Home Depot (HD) | 0.3 | $1.4M | 4.1k | 344.06 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.3 | $1.4M | 15k | 90.70 |
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| Southern Company (SO) | 0.3 | $1.4M | -5% | 16k | 87.20 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.3 | $1.3M | 25k | 52.44 |
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| Ross Stores (ROST) | 0.3 | $1.3M | 7.3k | 180.14 |
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| Equinor Asa Sponsored Adr (EQNR) | 0.3 | $1.3M | 55k | 23.63 |
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| Oracle Corporation (ORCL) | 0.3 | $1.3M | -2% | 6.6k | 194.90 |
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| Steris Shs Usd (STE) | 0.3 | $1.3M | +7% | 5.0k | 253.52 |
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| Danaher Corporation (DHR) | 0.3 | $1.3M | -2% | 5.5k | 228.92 |
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| Newmont Mining Corporation (NEM) | 0.3 | $1.3M | -3% | 13k | 99.85 |
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| O'reilly Automotive (ORLY) | 0.3 | $1.2M | 13k | 91.21 |
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| Altria (MO) | 0.3 | $1.2M | 21k | 57.66 |
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| salesforce (CRM) | 0.3 | $1.1M | 4.3k | 264.91 |
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| At&t (T) | 0.2 | $1.1M | 42k | 24.84 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $1.0M | 34k | 30.96 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.0M | 8.6k | 120.18 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $982k | 15k | 66.00 |
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| Advanced Micro Devices (AMD) | 0.2 | $981k | 4.6k | 214.16 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $950k | -15% | 14k | 68.11 |
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| Nextera Energy (NEE) | 0.2 | $936k | 12k | 80.28 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $926k | 2.0k | 453.36 |
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| Bristol Myers Squibb (BMY) | 0.2 | $893k | 17k | 53.94 |
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| Marriott Intl Cl A (MAR) | 0.2 | $884k | -7% | 2.8k | 310.28 |
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| L3harris Technologies (LHX) | 0.2 | $854k | +6% | 2.9k | 293.57 |
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| SYSCO Corporation (SYY) | 0.2 | $848k | 12k | 73.69 |
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| AFLAC Incorporated (AFL) | 0.2 | $806k | 7.3k | 110.27 |
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| Simpson Manufacturing (SSD) | 0.2 | $798k | 4.9k | 161.47 |
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| Cigna Corp (CI) | 0.2 | $788k | 2.9k | 275.23 |
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| Philip Morris International (PM) | 0.2 | $785k | 4.9k | 160.40 |
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| Illinois Tool Works (ITW) | 0.2 | $768k | -19% | 3.1k | 246.30 |
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| Everest Re Group (EG) | 0.2 | $764k | -4% | 2.3k | 339.35 |
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| Enterprise Products Partners (EPD) | 0.2 | $742k | 23k | 32.06 |
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| Bank Of Montreal Cadcom (BMO) | 0.2 | $712k | 5.5k | 129.79 |
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| Crown Castle Intl (CCI) | 0.2 | $681k | -10% | 7.7k | 88.87 |
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| Sherwin-Williams Company (SHW) | 0.2 | $659k | 2.0k | 324.03 |
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| Meta Platforms Cl A (META) | 0.2 | $654k | 991.00 | 660.09 |
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| Walt Disney Company (DIS) | 0.2 | $652k | 5.7k | 113.77 |
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| Corning Incorporated (GLW) | 0.2 | $651k | 7.4k | 87.56 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $647k | 2.3k | 278.89 |
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| Air Products & Chemicals (APD) | 0.1 | $644k | -10% | 2.6k | 247.02 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $611k | +2% | 1.1k | 566.36 |
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| Verizon Communications (VZ) | 0.1 | $607k | 15k | 40.73 |
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| Micron Technology (MU) | 0.1 | $594k | -35% | 2.1k | 285.41 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $577k | 1.2k | 480.57 |
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| Hershey Company (HSY) | 0.1 | $573k | -3% | 3.2k | 181.98 |
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| Stryker Corporation (SYK) | 0.1 | $573k | 1.6k | 351.47 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $556k | 3.3k | 171.18 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $554k | -5% | 1.6k | 349.99 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $546k | -22% | 956.00 | 570.88 |
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| Teck Resources CL B (TECK) | 0.1 | $539k | +59% | 11k | 47.89 |
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| Verisign (VRSN) | 0.1 | $538k | 2.2k | 242.95 |
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| Gilead Sciences (GILD) | 0.1 | $534k | -4% | 4.4k | 122.74 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $532k | +14% | 1.1k | 502.65 |
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| Intel Corporation (INTC) | 0.1 | $532k | 14k | 36.90 |
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| Target Corporation (TGT) | 0.1 | $497k | 5.1k | 97.75 |
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| Morgan Stanley Com New (MS) | 0.1 | $492k | 2.8k | 177.52 |
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| Comfort Systems USA (FIX) | 0.1 | $488k | 523.00 | 933.29 |
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| Qualcomm (QCOM) | 0.1 | $482k | 2.8k | 171.05 |
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| Medpace Hldgs (MEDP) | 0.1 | $480k | 855.00 | 561.65 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $472k | +18% | 4.9k | 96.03 |
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| Lowe's Companies (LOW) | 0.1 | $472k | 2.0k | 241.16 |
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| Intercontinental Exchange (ICE) | 0.1 | $465k | +27% | 2.9k | 161.96 |
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| ConocoPhillips (COP) | 0.1 | $464k | 5.0k | 93.61 |
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| First Solar (FSLR) | 0.1 | $460k | NEW | 1.8k | 261.23 |
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| Consolidated Edison (ED) | 0.1 | $449k | 4.5k | 99.32 |
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| RPM International (RPM) | 0.1 | $432k | 4.2k | 104.00 |
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| Deere & Company (DE) | 0.1 | $425k | 913.00 | 465.75 |
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| GSK Sponsored Adr (GSK) | 0.1 | $418k | -4% | 8.5k | 49.04 |
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| Veralto Corp Com Shs (VLTO) | 0.1 | $414k | 4.2k | 99.78 |
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| Wells Fargo & Company (WFC) | 0.1 | $387k | 4.2k | 93.20 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $379k | NEW | 1.5k | 246.16 |
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| Jack Henry & Associates (JKHY) | 0.1 | $378k | 2.1k | 182.48 |
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| IDEXX Laboratories (IDXX) | 0.1 | $370k | +2% | 547.00 | 676.53 |
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| Quanta Services (PWR) | 0.1 | $359k | 851.00 | 422.06 |
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| SLB Com Stk (SLB) | 0.1 | $349k | -3% | 9.1k | 38.38 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $334k | 1.5k | 219.78 |
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| Broadridge Financial Solutions (BR) | 0.1 | $327k | 1.5k | 223.17 |
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| Dupont De Nemours (DD) | 0.1 | $325k | 8.1k | 40.20 |
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| Corteva (CTVA) | 0.1 | $312k | 4.7k | 67.03 |
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| Phillips 66 (PSX) | 0.1 | $310k | 2.4k | 129.04 |
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| Church & Dwight (CHD) | 0.1 | $308k | -44% | 3.7k | 83.86 |
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| Amphenol Corp Cl A (APH) | 0.1 | $300k | 2.2k | 135.14 |
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| Waters Corporation (WAT) | 0.1 | $296k | 780.00 | 379.83 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $287k | 1.1k | 250.88 |
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| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $286k | +9% | 5.4k | 52.64 |
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| Waste Management (WM) | 0.1 | $286k | 1.3k | 219.71 |
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| Cme (CME) | 0.1 | $282k | +5% | 1.0k | 273.08 |
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| Copart (CPRT) | 0.1 | $279k | 7.1k | 39.15 |
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| Citizens Financial (CFG) | 0.1 | $270k | 4.6k | 58.41 |
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| Colgate-Palmolive Company (CL) | 0.1 | $270k | -15% | 3.4k | 79.02 |
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| Saia (SAIA) | 0.1 | $268k | 820.00 | 326.52 |
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| Federal Agric Mtg Corp CL C (AGM) | 0.1 | $267k | 1.5k | 175.57 |
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| General Mills (GIS) | 0.1 | $265k | -3% | 5.7k | 46.50 |
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| Constellation Energy (CEG) | 0.1 | $263k | +5% | 743.00 | 353.27 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $256k | 530.00 | 483.67 |
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| Fortinet (FTNT) | 0.1 | $253k | 3.2k | 79.41 |
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| Starbucks Corporation (SBUX) | 0.1 | $250k | -7% | 3.0k | 84.21 |
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| Toro Company (TTC) | 0.1 | $250k | 3.2k | 78.72 |
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| Moderna (MRNA) | 0.1 | $249k | -6% | 8.4k | 29.49 |
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| CVS Caremark Corporation (CVS) | 0.1 | $241k | 3.0k | 79.36 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $240k | 352.00 | 681.92 |
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| Dover Corporation (DOV) | 0.1 | $237k | 1.2k | 195.28 |
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| Expeditors International of Washington (EXPD) | 0.1 | $235k | NEW | 1.6k | 149.01 |
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| Bank of America Corporation (BAC) | 0.1 | $234k | 4.3k | 55.00 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $230k | -11% | 1.4k | 162.63 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $228k | -6% | 2.2k | 104.72 |
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| Pfizer (PFE) | 0.1 | $227k | 9.1k | 24.90 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $224k | 6.1k | 37.00 |
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| Moody's Corporation (MCO) | 0.1 | $222k | 435.00 | 510.85 |
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| Zoetis Cl A (ZTS) | 0.0 | $212k | 1.7k | 125.82 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $212k | 4.0k | 52.88 |
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| Wal-Mart Stores (WMT) | 0.0 | $207k | NEW | 1.9k | 111.41 |
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| United Parcel Service CL B (UPS) | 0.0 | $206k | -14% | 2.1k | 99.19 |
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| Fastenal Company (FAST) | 0.0 | $204k | +2% | 5.1k | 40.13 |
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| Travelers Companies (TRV) | 0.0 | $203k | NEW | 701.00 | 290.06 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $203k | 2.3k | 89.43 |
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| Akamai Technologies (AKAM) | 0.0 | $203k | NEW | 2.3k | 87.25 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $202k | -24% | 2.5k | 82.02 |
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| Transocean Registered Shs (RIG) | 0.0 | $60k | 15k | 4.13 |
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Past Filings by Ipswich Investment Management
SEC 13F filings are viewable for Ipswich Investment Management going back to 2011
- Ipswich Investment Management 2025 Q4 filed Jan. 16, 2026
- Ipswich Investment Management 2025 Q3 filed Oct. 8, 2025
- Ipswich Investment Management 2025 Q2 filed July 16, 2025
- Ipswich Investment Management 2025 Q1 filed April 16, 2025
- Ipswich Investment Management 2024 Q4 filed Feb. 3, 2025
- Ipswich Investment Management 2024 Q3 filed Nov. 6, 2024
- Ipswich Investment Management 2024 Q2 filed July 16, 2024
- Ipswich Investment Management 2024 Q1 filed April 19, 2024
- Ipswich Investment Management 2023 Q4 filed Jan. 31, 2024
- Ipswich Investment Management 2023 Q3 filed Nov. 8, 2023
- Ipswich Investment Management 2023 Q2 filed July 27, 2023
- Ipswich Investment Management 2023 Q1 filed April 24, 2023
- Ipswich Investment Management 2022 Q4 filed Feb. 1, 2023
- Ipswich Investment Management 2022 Q3 filed Oct. 11, 2022
- Ipswich Investment Management 2022 Q2 filed July 26, 2022
- Ipswich Investment Management 2022 Q1 restated filed April 25, 2022