Ipswich Investment Management as of June 30, 2025
Portfolio Holdings for Ipswich Investment Management
Ipswich Investment Management holds 185 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.6 | $32M | 63k | 497.41 | |
| Apple (AAPL) | 4.3 | $18M | 87k | 205.17 | |
| Costco Wholesale Corporation (COST) | 3.5 | $15M | 15k | 989.92 | |
| Ishares Tr Russell 3000 Etf (IWV) | 3.2 | $13M | 38k | 351.00 | |
| JPMorgan Chase & Co. (JPM) | 3.2 | $13M | 46k | 289.91 | |
| NVIDIA Corporation (NVDA) | 2.9 | $12M | 76k | 157.99 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $11M | 62k | 176.23 | |
| Amazon (AMZN) | 2.6 | $11M | 49k | 219.39 | |
| Visa Com Cl A (V) | 2.4 | $9.9M | 28k | 355.06 | |
| Exxon Mobil Corporation (XOM) | 2.4 | $9.9M | 92k | 107.80 | |
| Progressive Corporation (PGR) | 2.1 | $8.8M | 33k | 266.86 | |
| Texas Instruments Incorporated (TXN) | 1.9 | $7.8M | 38k | 207.62 | |
| Watsco, Incorporated (WSO) | 1.8 | $7.6M | 17k | 441.62 | |
| Procter & Gamble Company (PG) | 1.7 | $7.1M | 45k | 159.32 | |
| Marsh & McLennan Companies (MMC) | 1.7 | $7.1M | 32k | 218.64 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.6 | $6.7M | 22k | 298.89 | |
| Palo Alto Networks (PANW) | 1.6 | $6.6M | 32k | 204.64 | |
| Caterpillar (CAT) | 1.6 | $6.6M | 17k | 388.21 | |
| Linde SHS (LIN) | 1.5 | $6.2M | 13k | 469.18 | |
| TJX Companies (TJX) | 1.5 | $6.1M | 49k | 123.49 | |
| Johnson & Johnson (JNJ) | 1.4 | $5.9M | 39k | 152.75 | |
| Chevron Corporation (CVX) | 1.4 | $5.6M | 39k | 143.19 | |
| Oneok (OKE) | 1.3 | $5.4M | 66k | 81.63 | |
| Chubb (CB) | 1.3 | $5.2M | 18k | 289.72 | |
| Novo-nordisk A S Adr (NVO) | 1.2 | $5.2M | 75k | 69.02 | |
| Otis Worldwide Corp (OTIS) | 1.2 | $4.9M | 49k | 99.02 | |
| Texas Pacific Land Corp (TPL) | 1.2 | $4.8M | 4.5k | 1056.39 | |
| Amgen (AMGN) | 1.1 | $4.6M | 17k | 279.21 | |
| Eli Lilly & Co. (LLY) | 1.1 | $4.5M | 5.8k | 779.53 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.1 | $4.5M | 5.6k | 801.40 | |
| International Business Machines (IBM) | 1.0 | $4.0M | 14k | 294.78 | |
| Merck & Co (MRK) | 0.9 | $3.8M | 47k | 79.16 | |
| Cameco Corporation (CCJ) | 0.9 | $3.7M | 50k | 74.23 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $3.4M | 5.5k | 620.88 | |
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.8 | $3.4M | 82k | 41.60 | |
| Honeywell International (HON) | 0.8 | $3.3M | 14k | 232.87 | |
| Coca-Cola Company (KO) | 0.7 | $2.9M | 41k | 70.75 | |
| Pepsi (PEP) | 0.7 | $2.9M | 22k | 132.04 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.7M | 16k | 177.39 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.6 | $2.5M | 5.6k | 445.20 | |
| Emerson Electric (EMR) | 0.6 | $2.4M | 18k | 133.33 | |
| Ge Aerospace Com New (GE) | 0.5 | $2.2M | 8.6k | 257.39 | |
| Novartis Sponsored Adr (NVS) | 0.5 | $2.2M | 18k | 121.01 | |
| Abbvie (ABBV) | 0.5 | $2.2M | 12k | 185.62 | |
| Duke Energy Corp Com New (DUK) | 0.5 | $2.1M | 18k | 118.00 | |
| Cogent Communications Hldgs Com New (CCOI) | 0.5 | $2.1M | 44k | 48.21 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $2.0M | 14k | 146.02 | |
| Centrus Energy Corp Cl A (LEU) | 0.5 | $2.0M | 11k | 183.18 | |
| Automatic Data Processing (ADP) | 0.5 | $1.9M | 6.2k | 308.40 | |
| McDonald's Corporation (MCD) | 0.5 | $1.9M | 6.5k | 292.17 | |
| Abbott Laboratories (ABT) | 0.5 | $1.9M | 14k | 136.01 | |
| Simpson Manufacturing (SSD) | 0.4 | $1.9M | 12k | 155.31 | |
| Cummins (CMI) | 0.4 | $1.8M | 5.6k | 327.50 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.8M | 6.0k | 303.93 | |
| Fair Isaac Corporation (FICO) | 0.4 | $1.8M | 987.00 | 1827.96 | |
| Union Pacific Corporation (UNP) | 0.4 | $1.8M | 7.8k | 230.08 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $1.8M | 4.4k | 405.46 | |
| Camden National Corporation (CAC) | 0.4 | $1.7M | 43k | 40.58 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.7M | 3.0k | 551.64 | |
| Bk Nova Cad (BNS) | 0.4 | $1.6M | 29k | 55.27 | |
| Oracle Corporation (ORCL) | 0.4 | $1.6M | 7.2k | 218.62 | |
| Home Depot (HD) | 0.4 | $1.5M | 4.1k | 366.60 | |
| Southern Company (SO) | 0.4 | $1.5M | 16k | 91.83 | |
| Landbridge Company Cl A (LB) | 0.4 | $1.5M | 22k | 67.58 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.3 | $1.4M | 15k | 92.72 | |
| Applied Materials (AMAT) | 0.3 | $1.4M | 7.6k | 183.07 | |
| 3M Company (MMM) | 0.3 | $1.4M | 9.1k | 152.24 | |
| Equinor Asa Sponsored Adr (EQNR) | 0.3 | $1.4M | 55k | 25.14 | |
| Shell Spon Ads (SHEL) | 0.3 | $1.4M | 19k | 70.41 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.3 | $1.3M | 22k | 61.39 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $1.3M | 2.9k | 463.14 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.3 | $1.3M | 17k | 75.82 | |
| American Express Company (AXP) | 0.3 | $1.3M | 4.0k | 318.94 | |
| At&t (T) | 0.3 | $1.2M | 42k | 28.94 | |
| Altria (MO) | 0.3 | $1.2M | 21k | 58.63 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.3 | $1.2M | 25k | 48.64 | |
| O'reilly Automotive (ORLY) | 0.3 | $1.2M | 13k | 90.13 | |
| Danaher Corporation (DHR) | 0.3 | $1.2M | 6.0k | 197.54 | |
| British Amern Tob Sponsored Adr (BTI) | 0.3 | $1.2M | 25k | 47.33 | |
| Ge Vernova (GEV) | 0.3 | $1.1M | 2.2k | 529.15 | |
| salesforce (CRM) | 0.3 | $1.1M | 4.2k | 272.69 | |
| Broadcom (AVGO) | 0.3 | $1.1M | 4.1k | 275.65 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $1.0M | 34k | 30.68 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.0M | 9.5k | 109.29 | |
| Crown Castle Intl (CCI) | 0.2 | $984k | 9.6k | 102.73 | |
| Air Products & Chemicals (APD) | 0.2 | $966k | 3.4k | 282.06 | |
| Illinois Tool Works (ITW) | 0.2 | $961k | 3.9k | 247.25 | |
| Cigna Corp (CI) | 0.2 | $947k | 2.9k | 330.58 | |
| Ross Stores (ROST) | 0.2 | $945k | 7.4k | 127.58 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $934k | 15k | 62.02 | |
| Colgate-Palmolive Company (CL) | 0.2 | $928k | 10k | 90.90 | |
| Steris Shs Usd (STE) | 0.2 | $900k | 3.7k | 240.22 | |
| Philip Morris International (PM) | 0.2 | $888k | 4.9k | 182.13 | |
| Target Corporation (TGT) | 0.2 | $872k | 8.8k | 98.65 | |
| SYSCO Corporation (SYY) | 0.2 | $871k | 12k | 75.74 | |
| Marriott Intl Cl A (MAR) | 0.2 | $846k | 3.1k | 273.24 | |
| Newmont Mining Corporation (NEM) | 0.2 | $826k | 14k | 58.26 | |
| Nextera Energy (NEE) | 0.2 | $799k | 12k | 69.42 | |
| Everest Re Group (EG) | 0.2 | $799k | 2.4k | 339.85 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $782k | 2.0k | 386.88 | |
| AFLAC Incorporated (AFL) | 0.2 | $776k | 7.4k | 105.46 | |
| Bristol Myers Squibb (BMY) | 0.2 | $774k | 17k | 46.29 | |
| Walt Disney Company (DIS) | 0.2 | $747k | 6.0k | 124.01 | |
| Meta Platforms Cl A (META) | 0.2 | $731k | 991.00 | 738.09 | |
| Royal Caribbean Cruises (RCL) | 0.2 | $726k | 2.3k | 313.10 | |
| Enterprise Products Partners (EPD) | 0.2 | $717k | 23k | 31.01 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $710k | 1.3k | 561.94 | |
| Sherwin-Williams Company (SHW) | 0.2 | $696k | 2.0k | 343.36 | |
| Advanced Micro Devices (AMD) | 0.2 | $685k | 4.8k | 141.90 | |
| L3harris Technologies (LHX) | 0.2 | $677k | 2.7k | 250.84 | |
| Verizon Communications (VZ) | 0.2 | $669k | 16k | 43.27 | |
| Stryker Corporation (SYK) | 0.2 | $645k | 1.6k | 395.63 | |
| Dupont De Nemours (DD) | 0.2 | $639k | 9.3k | 68.59 | |
| Church & Dwight (CHD) | 0.2 | $639k | 6.6k | 96.12 | |
| Verisign (VRSN) | 0.2 | $638k | 2.2k | 288.80 | |
| Bank Of Montreal Cadcom (BMO) | 0.1 | $621k | 5.6k | 110.63 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $570k | 1.0k | 543.41 | |
| Hershey Company (HSY) | 0.1 | $539k | 3.3k | 165.95 | |
| Qualcomm (QCOM) | 0.1 | $535k | 3.4k | 159.26 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $529k | 1.2k | 440.65 | |
| Gilead Sciences (GILD) | 0.1 | $517k | 4.7k | 110.87 | |
| Deere & Company (DE) | 0.1 | $464k | 913.00 | 508.69 | |
| RPM International (RPM) | 0.1 | $456k | 4.2k | 109.84 | |
| Consolidated Edison (ED) | 0.1 | $454k | 4.5k | 100.35 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $449k | 925.00 | 485.77 | |
| ConocoPhillips (COP) | 0.1 | $445k | 5.0k | 89.74 | |
| Lowe's Companies (LOW) | 0.1 | $434k | 2.0k | 221.87 | |
| Veralto Corp Com Shs (VLTO) | 0.1 | $432k | 4.3k | 100.95 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $432k | 6.4k | 67.44 | |
| Micron Technology (MU) | 0.1 | $410k | 3.3k | 123.25 | |
| Intercontinental Exchange (ICE) | 0.1 | $400k | 2.2k | 183.47 | |
| Copart (CPRT) | 0.1 | $392k | 8.0k | 49.07 | |
| Corning Incorporated (GLW) | 0.1 | $391k | 7.4k | 52.59 | |
| Morgan Stanley Com New (MS) | 0.1 | $391k | 2.8k | 140.85 | |
| Jack Henry & Associates (JKHY) | 0.1 | $377k | 2.1k | 180.17 | |
| Intel Corporation (INTC) | 0.1 | $364k | 16k | 22.40 | |
| Broadridge Financial Solutions (BR) | 0.1 | $356k | 1.5k | 243.03 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $351k | 3.9k | 89.39 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $347k | 6.2k | 56.15 | |
| Corteva (CTVA) | 0.1 | $347k | 4.7k | 74.53 | |
| GSK Sponsored Adr (GSK) | 0.1 | $344k | 9.0k | 38.40 | |
| Fortinet (FTNT) | 0.1 | $337k | 3.2k | 105.72 | |
| Pfizer (PFE) | 0.1 | $331k | 14k | 24.24 | |
| Wells Fargo & Company (WFC) | 0.1 | $329k | 4.1k | 80.12 | |
| General Mills (GIS) | 0.1 | $326k | 6.3k | 51.81 | |
| Schlumberger Com Stk (SLB) | 0.1 | $324k | 9.6k | 33.80 | |
| Quanta Services (PWR) | 0.1 | $319k | 844.00 | 378.08 | |
| Starbucks Corporation (SBUX) | 0.1 | $318k | 3.5k | 91.63 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $316k | 3.3k | 97.34 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $311k | 1.5k | 204.67 | |
| Labcorp Holdings Com Shs (LH) | 0.1 | $301k | 1.1k | 262.51 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $299k | 6.1k | 48.70 | |
| Waste Management (WM) | 0.1 | $298k | 1.3k | 228.82 | |
| Federal Agric Mtg Corp CL C (AGM) | 0.1 | $295k | 1.5k | 194.28 | |
| IDEXX Laboratories (IDXX) | 0.1 | $287k | 535.00 | 536.34 | |
| Phillips 66 (PSX) | 0.1 | $286k | 2.4k | 119.30 | |
| Waters Corporation (WAT) | 0.1 | $281k | 805.00 | 349.04 | |
| Zoetis Cl A (ZTS) | 0.1 | $279k | 1.8k | 155.95 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $270k | 1.6k | 166.11 | |
| Medpace Hldgs (MEDP) | 0.1 | $268k | 855.00 | 313.86 | |
| Cme (CME) | 0.1 | $262k | 950.00 | 275.62 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $254k | 411.00 | 617.85 | |
| Equifax (EFX) | 0.1 | $250k | 964.00 | 259.37 | |
| Moderna (MRNA) | 0.1 | $249k | 9.0k | 27.59 | |
| United Parcel Service CL B (UPS) | 0.1 | $245k | 2.4k | 100.94 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $241k | 3.3k | 74.07 | |
| Dover Corporation (DOV) | 0.1 | $236k | 1.3k | 183.27 | |
| Saia (SAIA) | 0.1 | $225k | 820.00 | 273.99 | |
| Toro Company (TTC) | 0.1 | $224k | 3.2k | 70.68 | |
| Fiserv (FI) | 0.1 | $222k | 1.3k | 172.41 | |
| Constellation Energy (CEG) | 0.1 | $220k | 683.00 | 322.76 | |
| Draftkings Com Cl A (DKNG) | 0.1 | $219k | 5.1k | 42.89 | |
| Moody's Corporation (MCO) | 0.1 | $218k | 435.00 | 501.59 | |
| Amphenol Corp Cl A (APH) | 0.1 | $217k | 2.2k | 98.75 | |
| Mccormick & Co Com Vtg (MKC.V) | 0.1 | $215k | 2.8k | 75.51 | |
| Akamai Technologies (AKAM) | 0.1 | $213k | 2.7k | 79.76 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $211k | 4.0k | 52.76 | |
| CVS Caremark Corporation (CVS) | 0.1 | $210k | 3.0k | 68.98 | |
| Fastenal Company (FAST) | 0.1 | $210k | 5.0k | 42.00 | |
| Citizens Financial (CFG) | 0.0 | $207k | 4.6k | 44.75 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $206k | 2.8k | 73.47 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $204k | 2.5k | 80.80 | |
| Bank of America Corporation (BAC) | 0.0 | $201k | 4.3k | 47.32 | |
| Transocean Registered Shs (RIG) | 0.0 | $38k | 15k | 2.59 | |
| Fury Gold Mines (FURY) | 0.0 | $5.4k | 11k | 0.49 |
