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