Ipswich Investment Management as of March 31, 2025
Portfolio Holdings for Ipswich Investment Management
Ipswich Investment Management holds 186 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.9 | $24M | 64k | 375.39 | |
| Apple (AAPL) | 4.8 | $19M | 87k | 222.13 | |
| Costco Wholesale Corporation (COST) | 3.5 | $14M | 15k | 945.76 | |
| Ishares Tr Russell 3000 Etf (IWV) | 3.0 | $12M | 38k | 317.64 | |
| Exxon Mobil Corporation (XOM) | 2.8 | $11M | 96k | 118.93 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $11M | 45k | 245.30 | |
| Progressive Corporation (PGR) | 2.4 | $9.9M | 35k | 283.01 | |
| Visa Com Cl A (V) | 2.4 | $9.8M | 28k | 350.47 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $9.5M | 62k | 154.64 | |
| Amazon (AMZN) | 2.3 | $9.3M | 49k | 190.26 | |
| Watsco, Incorporated (WSO) | 2.3 | $9.1M | 18k | 508.30 | |
| NVIDIA Corporation (NVDA) | 2.1 | $8.4M | 78k | 108.38 | |
| Procter & Gamble Company (PG) | 2.1 | $8.3M | 49k | 170.42 | |
| Marsh & McLennan Companies | 2.0 | $8.1M | 33k | 244.03 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.8 | $7.2M | 23k | 312.04 | |
| Texas Instruments Incorporated (TXN) | 1.8 | $7.1M | 39k | 179.70 | |
| Chevron Corporation (CVX) | 1.7 | $6.7M | 40k | 167.29 | |
| Johnson & Johnson (JNJ) | 1.6 | $6.6M | 40k | 165.84 | |
| Linde SHS (LIN) | 1.5 | $6.1M | 13k | 465.64 | |
| Oneok (OKE) | 1.5 | $6.0M | 61k | 99.22 | |
| TJX Companies (TJX) | 1.5 | $6.0M | 49k | 121.80 | |
| Caterpillar (CAT) | 1.4 | $5.7M | 17k | 329.80 | |
| Texas Pacific Land Corp (TPL) | 1.4 | $5.6M | 4.2k | 1324.99 | |
| Chubb (CB) | 1.3 | $5.4M | 18k | 301.99 | |
| Palo Alto Networks (PANW) | 1.3 | $5.2M | 31k | 170.64 | |
| Amgen (AMGN) | 1.3 | $5.2M | 17k | 311.55 | |
| Otis Worldwide Corp (OTIS) | 1.3 | $5.1M | 50k | 103.20 | |
| Novo-nordisk A S Adr (NVO) | 1.2 | $5.0M | 72k | 69.44 | |
| Merck & Co (MRK) | 1.1 | $4.4M | 49k | 89.76 | |
| International Business Machines (IBM) | 0.9 | $3.6M | 15k | 248.66 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.9 | $3.6M | 5.4k | 662.64 | |
| Pepsi (PEP) | 0.9 | $3.6M | 24k | 149.94 | |
| Honeywell International (HON) | 0.8 | $3.3M | 16k | 211.75 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $3.2M | 6.4k | 497.60 | |
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.8 | $3.2M | 88k | 36.19 | |
| Eli Lilly & Co. (LLY) | 0.8 | $3.2M | 3.8k | 825.91 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $3.1M | 5.5k | 561.88 | |
| Abbvie (ABBV) | 0.8 | $3.0M | 15k | 209.52 | |
| Coca-Cola Company (KO) | 0.7 | $3.0M | 42k | 71.62 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.7 | $2.7M | 5.5k | 484.82 | |
| Cogent Communications Hldgs Com New (CCOI) | 0.7 | $2.6M | 43k | 61.31 | |
| Union Pacific Corporation (UNP) | 0.6 | $2.5M | 11k | 236.24 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.5M | 16k | 156.23 | |
| Simpson Manufacturing (SSD) | 0.6 | $2.4M | 15k | 157.08 | |
| Emerson Electric (EMR) | 0.6 | $2.3M | 21k | 109.64 | |
| Cameco Corporation (CCJ) | 0.6 | $2.3M | 57k | 41.16 | |
| Duke Energy Corp Com New (DUK) | 0.5 | $2.2M | 18k | 121.97 | |
| Novartis Sponsored Adr (NVS) | 0.5 | $2.2M | 20k | 111.48 | |
| Abbott Laboratories (ABT) | 0.5 | $2.1M | 16k | 132.65 | |
| McDonald's Corporation (MCD) | 0.5 | $2.0M | 6.5k | 312.37 | |
| 3M Company (MMM) | 0.5 | $2.0M | 14k | 146.86 | |
| Automatic Data Processing (ADP) | 0.5 | $1.9M | 6.3k | 305.53 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $1.9M | 14k | 132.46 | |
| Cummins (CMI) | 0.5 | $1.8M | 5.8k | 313.44 | |
| Fair Isaac Corporation (FICO) | 0.5 | $1.8M | 987.00 | 1844.16 | |
| Camden National Corporation (CAC) | 0.4 | $1.8M | 43k | 40.47 | |
| Ge Aerospace Com New (GE) | 0.4 | $1.7M | 8.6k | 200.15 | |
| Equinor Asa Sponsored Adr (EQNR) | 0.4 | $1.6M | 62k | 26.45 | |
| Shell Spon Ads (SHEL) | 0.4 | $1.6M | 21k | 73.28 | |
| Home Depot (HD) | 0.4 | $1.5M | 4.1k | 366.45 | |
| Southern Company (SO) | 0.4 | $1.5M | 16k | 91.95 | |
| Totalenergies Se Sponsored Ads | 0.4 | $1.5M | 23k | 64.69 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.4 | $1.4M | 18k | 82.31 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.4M | 3.0k | 468.92 | |
| Landbridge Company Cl A (LB) | 0.3 | $1.3M | 19k | 71.94 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.3 | $1.3M | 15k | 87.03 | |
| Philip Morris International (PM) | 0.3 | $1.3M | 8.2k | 158.73 | |
| O'reilly Automotive (ORLY) | 0.3 | $1.3M | 890.00 | 1432.58 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $1.3M | 2.8k | 446.71 | |
| Altria (MO) | 0.3 | $1.3M | 21k | 60.02 | |
| Danaher Corporation (DHR) | 0.3 | $1.2M | 6.0k | 205.00 | |
| Bk Nova Cad (BNS) | 0.3 | $1.2M | 26k | 47.43 | |
| At&t (T) | 0.3 | $1.2M | 42k | 28.28 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.2M | 2.1k | 548.12 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $1.1M | 37k | 30.73 | |
| Applied Materials (AMAT) | 0.3 | $1.1M | 7.6k | 145.12 | |
| American Express Company (AXP) | 0.3 | $1.1M | 4.1k | 269.02 | |
| Colgate-Palmolive Company (CL) | 0.3 | $1.1M | 12k | 93.70 | |
| Air Products & Chemicals (APD) | 0.3 | $1.1M | 3.6k | 294.92 | |
| British Amern Tob Sponsored Adr (BTI) | 0.3 | $1.0M | 25k | 41.37 | |
| Bristol Myers Squibb (BMY) | 0.3 | $1.0M | 17k | 60.99 | |
| Oracle Corporation (ORCL) | 0.2 | $1.0M | 7.2k | 139.80 | |
| Illinois Tool Works (ITW) | 0.2 | $1.0M | 4.1k | 248.01 | |
| salesforce (CRM) | 0.2 | $992k | 3.7k | 268.36 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $986k | 9.4k | 104.57 | |
| L3harris Technologies (LHX) | 0.2 | $975k | 4.7k | 209.31 | |
| Qualcomm (QCOM) | 0.2 | $958k | 6.2k | 153.61 | |
| Ross Stores (ROST) | 0.2 | $946k | 7.4k | 127.79 | |
| Target Corporation (TGT) | 0.2 | $945k | 9.1k | 104.36 | |
| Crown Castle Intl (CCI) | 0.2 | $943k | 9.0k | 104.23 | |
| Cigna Corp (CI) | 0.2 | $942k | 2.9k | 329.00 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $912k | 2.4k | 383.53 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $881k | 15k | 58.35 | |
| SYSCO Corporation (SYY) | 0.2 | $863k | 12k | 75.04 | |
| Everest Re Group (EG) | 0.2 | $854k | 2.4k | 363.33 | |
| Nextera Energy (NEE) | 0.2 | $847k | 12k | 70.89 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.2 | $835k | 25k | 34.03 | |
| AFLAC Incorporated (AFL) | 0.2 | $824k | 7.4k | 111.19 | |
| Enterprise Products Partners (EPD) | 0.2 | $790k | 23k | 34.14 | |
| Church & Dwight (CHD) | 0.2 | $742k | 6.7k | 110.10 | |
| Marriott Intl Cl A (MAR) | 0.2 | $737k | 3.1k | 238.23 | |
| Sherwin-Williams Company (SHW) | 0.2 | $717k | 2.1k | 349.19 | |
| Verizon Communications (VZ) | 0.2 | $701k | 16k | 45.36 | |
| Dupont De Nemours (DD) | 0.2 | $696k | 9.3k | 74.68 | |
| Newmont Mining Corporation (NEM) | 0.2 | $689k | 14k | 48.28 | |
| Broadcom (AVGO) | 0.2 | $681k | 4.1k | 167.43 | |
| Centrus Energy Corp Cl A (LEU) | 0.2 | $674k | 11k | 62.21 | |
| Advanced Micro Devices (AMD) | 0.2 | $672k | 6.5k | 102.74 | |
| Ge Vernova (GEV) | 0.2 | $656k | 2.2k | 305.28 | |
| Walt Disney Company (DIS) | 0.2 | $634k | 6.4k | 98.70 | |
| Stryker Corporation (SYK) | 0.2 | $607k | 1.6k | 372.25 | |
| Meta Platforms Cl A (META) | 0.1 | $571k | 991.00 | 576.36 | |
| Verisign (VRSN) | 0.1 | $561k | 2.2k | 253.87 | |
| Hershey Company (HSY) | 0.1 | $556k | 3.3k | 171.03 | |
| Bank Of Montreal Cadcom (BMO) | 0.1 | $536k | 5.6k | 95.51 | |
| ConocoPhillips (COP) | 0.1 | $528k | 5.0k | 105.02 | |
| Gilead Sciences (GILD) | 0.1 | $523k | 4.7k | 112.05 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $521k | 7.7k | 67.85 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $519k | 1.0k | 495.27 | |
| Edwards Lifesciences (EW) | 0.1 | $504k | 7.0k | 72.48 | |
| Consolidated Edison (ED) | 0.1 | $500k | 4.5k | 110.59 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $493k | 925.00 | 532.58 | |
| RPM International (RPM) | 0.1 | $492k | 4.3k | 115.68 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $476k | 2.3k | 205.42 | |
| Lowe's Companies (LOW) | 0.1 | $457k | 2.0k | 233.23 | |
| Copart (CPRT) | 0.1 | $452k | 8.0k | 56.59 | |
| Deere & Company (DE) | 0.1 | $429k | 913.00 | 469.54 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $420k | 1.0k | 419.88 | |
| General Mills (GIS) | 0.1 | $416k | 7.0k | 59.79 | |
| Steris Shs Usd (STE) | 0.1 | $412k | 1.8k | 226.65 | |
| Veralto Corp Com Shs (VLTO) | 0.1 | $409k | 4.2k | 97.45 | |
| Schlumberger Com Stk (SLB) | 0.1 | $408k | 9.8k | 41.80 | |
| UnitedHealth (UNH) | 0.1 | $391k | 747.00 | 523.75 | |
| Intel Corporation (INTC) | 0.1 | $383k | 17k | 22.71 | |
| Jack Henry & Associates (JKHY) | 0.1 | $382k | 2.1k | 182.60 | |
| Intercontinental Exchange (ICE) | 0.1 | $367k | 2.1k | 172.50 | |
| Broadridge Financial Solutions (BR) | 0.1 | $361k | 1.5k | 242.46 | |
| Pfizer (PFE) | 0.1 | $346k | 14k | 25.34 | |
| Corning Incorporated (GLW) | 0.1 | $341k | 7.4k | 45.78 | |
| Starbucks Corporation (SBUX) | 0.1 | $341k | 3.5k | 98.09 | |
| Morgan Stanley Com New (MS) | 0.1 | $333k | 2.9k | 116.66 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $321k | 3.9k | 81.73 | |
| GSK Sponsored Adr (GSK) | 0.1 | $314k | 8.1k | 38.74 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $310k | 6.2k | 50.21 | |
| Fortinet (FTNT) | 0.1 | $307k | 3.2k | 96.26 | |
| Waters Corporation (WAT) | 0.1 | $306k | 830.00 | 368.57 | |
| Waste Management (WM) | 0.1 | $301k | 1.3k | 231.51 | |
| Phillips 66 (PSX) | 0.1 | $296k | 2.4k | 123.48 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $295k | 1.5k | 193.99 | |
| Wells Fargo & Company (WFC) | 0.1 | $294k | 4.1k | 71.79 | |
| Zoetis Cl A (ZTS) | 0.1 | $294k | 1.8k | 164.65 | |
| Corteva (CTVA) | 0.1 | $293k | 4.7k | 62.93 | |
| Micron Technology (MU) | 0.1 | $289k | 3.3k | 86.89 | |
| Saia (SAIA) | 0.1 | $287k | 820.00 | 349.43 | |
| Federal Agric Mtg Corp CL C (AGM) | 0.1 | $285k | 1.5k | 187.51 | |
| Nike CL B (NKE) | 0.1 | $284k | 4.5k | 63.48 | |
| Labcorp Holdings Com Shs (LH) | 0.1 | $284k | 1.2k | 232.74 | |
| Fiserv (FI) | 0.1 | $284k | 1.3k | 220.83 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $282k | 7.2k | 39.08 | |
| Dow (DOW) | 0.1 | $267k | 7.7k | 34.92 | |
| United Parcel Service CL B (UPS) | 0.1 | $267k | 2.4k | 109.99 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $263k | 3.3k | 80.71 | |
| Medpace Hldgs (MEDP) | 0.1 | $261k | 855.00 | 304.69 | |
| Ares Capital Corporation (ARCC) | 0.1 | $254k | 12k | 22.16 | |
| Cme (CME) | 0.1 | $252k | 950.00 | 265.29 | |
| Akamai Technologies (AKAM) | 0.1 | $246k | 3.1k | 80.50 | |
| Lululemon Athletica (LULU) | 0.1 | $239k | 845.00 | 283.06 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $237k | 1.6k | 145.69 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $236k | 3.3k | 72.70 | |
| Equifax (EFX) | 0.1 | $235k | 964.00 | 243.56 | |
| Mccormick & Co Com Vtg (MKC.V) | 0.1 | $234k | 2.8k | 82.05 | |
| Toro Company (TTC) | 0.1 | $231k | 3.2k | 72.75 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $230k | 411.00 | 559.39 | |
| Expeditors International of Washington (EXPD) | 0.1 | $227k | 1.9k | 120.25 | |
| Dover Corporation (DOV) | 0.1 | $226k | 1.3k | 175.72 | |
| IDEXX Laboratories (IDXX) | 0.1 | $225k | 535.00 | 419.95 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $220k | 1.5k | 142.22 | |
| Quanta Services (PWR) | 0.1 | $215k | 844.00 | 254.18 | |
| Brown & Brown (BRO) | 0.1 | $210k | 1.7k | 124.40 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $210k | 4.0k | 52.37 | |
| CVS Caremark Corporation (CVS) | 0.1 | $206k | 3.0k | 67.75 | |
| W.R. Berkley Corporation (WRB) | 0.1 | $205k | 2.9k | 71.16 | |
| Baxter International (BAX) | 0.1 | $204k | 5.9k | 34.23 | |
| Moody's Corporation (MCO) | 0.1 | $203k | 435.00 | 465.69 | |
| Transocean Registered Shs (RIG) | 0.0 | $46k | 15k | 3.17 | |
| Fury Gold Mines (FURY) | 0.0 | $4.3k | 11k | 0.40 |
