Ipswich Investment Management

Ipswich Investment Management as of March 31, 2026

Portfolio Holdings for Ipswich Investment Management

Ipswich Investment Management holds 185 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.4 $23M 62k 370.17
Apple (AAPL) 5.0 $21M 84k 253.79
Alphabet Cap Stk Cl A (GOOGL) 3.8 $16M 56k 287.56
Exxon Mobil Corporation (XOM) 3.4 $15M 86k 169.66
Costco Wholesale Corporation (COST) 3.3 $14M 14k 996.41
Ishares Tr Russell 3000 Etf (IWV) 3.2 $14M 37k 370.68
JPMorgan Chase & Co. (JPM) 3.1 $13M 45k 294.16
NVIDIA Corporation (NVDA) 2.9 $12M 71k 174.40
Caterpillar (CAT) 2.6 $11M 16k 708.45
Amazon (AMZN) 2.4 $10M 48k 208.27
Johnson & Johnson (JNJ) 2.1 $9.0M 37k 244.44
Visa Com Cl A (V) 1.9 $8.1M 27k 302.25
Chevron Corporation (CVX) 1.8 $7.6M 37k 206.90
Asml Hldg Nv N Y Registry Shs (ASML) 1.8 $7.5M 5.7k 1320.85
TJX Companies (TJX) 1.8 $7.5M 47k 159.70
Texas Instruments Incorporated (TXN) 1.7 $7.1M 37k 194.14
Progressive Corporation (PGR) 1.5 $6.4M 32k 198.24
Linde SHS (LIN) 1.5 $6.2M 13k 495.76
Marsh & McLennan Companies (MRSH) 1.5 $6.2M 36k 173.45
Texas Pacific Land Corp (TPL) 1.4 $6.0M 13k 474.56
Watsco, Incorporated (WSO) 1.4 $5.9M 16k 363.79
Eli Lilly & Co. (LLY) 1.4 $5.8M 6.3k 919.78
Merck & Co (MRK) 1.3 $5.6M 47k 120.29
Amgen (AMGN) 1.3 $5.6M 16k 351.85
Palo Alto Networks (PANW) 1.3 $5.5M 35k 160.32
Oneok (OKE) 1.3 $5.4M 59k 90.39
Chubb (CB) 1.3 $5.4M 16k 325.93
Procter & Gamble Company (PG) 1.2 $5.2M 36k 144.44
Cameco Corporation (CCJ) 1.1 $4.5M 42k 108.61
Alphabet Cap Stk Cl C (GOOG) 1.0 $4.4M 15k 286.85
Amrize SHS (AMRZ) 1.0 $4.4M 78k 56.02
Accenture Plc Ireland Shs Class A (ACN) 0.9 $3.8M 19k 198.29
Ishares Tr Core S&p500 Etf (IVV) 0.9 $3.7M 5.7k 653.19
Netflix (NFLX) 0.8 $3.3M 34k 96.15
Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.7 $3.2M 80k 39.52
Pepsi (PEP) 0.7 $3.0M 20k 155.29
Coca-Cola Company (KO) 0.7 $2.9M 38k 76.05
Raytheon Technologies Corp (RTX) 0.6 $2.6M 14k 192.90
International Business Machines (IBM) 0.6 $2.6M 11k 242.40
Steris Shs Usd (STE) 0.6 $2.6M 12k 221.13
Abbvie (ABBV) 0.6 $2.5M 12k 217.49
Applied Materials (AMAT) 0.6 $2.5M 7.4k 341.80
Cummins (CMI) 0.6 $2.5M 4.6k 538.02
Ge Aerospace Com New (GE) 0.6 $2.4M 8.6k 283.77
Emerson Electric (EMR) 0.5 $2.3M 17k 131.02
Honeywell International 0.5 $2.3M 10k 226.02
Duke Energy Corp Com New (DUK) 0.5 $2.2M 17k 130.94
Union Pacific Corporation (UNP) 0.5 $2.2M 9.0k 242.62
Novartis Sponsored Adr (NVS) 0.5 $2.1M 14k 152.75
Landbridge Company Cl A (LB) 0.5 $2.1M 30k 69.05
Equinor Asa Sponsored Adr (EQNR) 0.5 $2.1M 49k 42.20
McDonald's Corporation (MCD) 0.5 $2.0M 6.4k 310.79
Bk Nova Cad (BNS) 0.5 $1.9M 28k 69.31
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.9M 5.9k 320.81
Ge Vernova (GEV) 0.4 $1.9M 2.2k 872.90
Thermo Fisher Scientific (TMO) 0.4 $1.8M 3.7k 491.53
Shell Spon Ads (SHEL) 0.4 $1.7M 19k 93.00
Totalenergies Se Act (TTE) 0.4 $1.7M 19k 90.98
Southern Company (SO) 0.4 $1.7M 17k 96.52
Centrus Energy Corp Cl A (LEU) 0.4 $1.7M 9.6k 173.59
Novo-nordisk A S Adr (NVO) 0.4 $1.6M 44k 36.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.6M 2.8k 577.18
Ross Stores (ROST) 0.4 $1.6M 7.2k 216.63
Ishares Tr Core S&p Us Vlu (IUSV) 0.4 $1.5M 15k 102.25
Home Depot (HD) 0.3 $1.4M 4.3k 328.85
Altria (MO) 0.3 $1.4M 21k 65.99
Broadcom (AVGO) 0.3 $1.3M 4.1k 309.51
Automatic Data Processing (ADP) 0.3 $1.2M 6.1k 203.18
O'reilly Automotive (ORLY) 0.3 $1.2M 13k 92.31
Coca-cola Europacific Partne SHS (CCEP) 0.3 $1.2M 13k 90.67
At&t (T) 0.3 $1.2M 42k 28.99
American Express Company (AXP) 0.3 $1.2M 3.9k 302.44
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $1.2M 7.5k 155.11
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $1.2M 7.9k 145.74
3M Company (MMM) 0.3 $1.1M 7.9k 145.23
Newmont Mining Corporation (NEM) 0.3 $1.1M 11k 108.25
Crispr Therapeutics Namen Akt (CRSP) 0.3 $1.1M 24k 47.57
British Amern Tob Sponsored Adr (BTI) 0.3 $1.1M 19k 58.47
Otis Worldwide Corp (OTIS) 0.3 $1.1M 14k 77.08
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.1M 8.6k 124.31
Nextera Energy (NEE) 0.2 $1.1M 11k 92.88
Danaher Corporation (DHR) 0.2 $1.0M 5.5k 189.60
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $1.0M 34k 30.32
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.0M 15k 67.53
L3harris Technologies (LHX) 0.2 $997k 2.9k 345.15
Fair Isaac Corporation (FICO) 0.2 $983k 921.00 1067.54
Advanced Micro Devices (AMD) 0.2 $932k 4.6k 203.43
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $921k 2.1k 446.54
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $916k 7.2k 128.12
Oracle Corporation (ORCL) 0.2 $902k 6.1k 147.10
Bristol Myers Squibb (BMY) 0.2 $899k 15k 60.65
Illinois Tool Works (ITW) 0.2 $890k 3.4k 260.29
Enterprise Products Partners (EPD) 0.2 $875k 23k 37.84
Corning Incorporated (GLW) 0.2 $870k 6.4k 135.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $867k 1.8k 479.20
Simpson Manufacturing (SSD) 0.2 $852k 5.0k 171.62
Marriott Intl Cl A (MAR) 0.2 $852k 2.6k 327.12
SYSCO Corporation (SYY) 0.2 $820k 12k 71.33
Abbott Laboratories (ABT) 0.2 $811k 7.9k 102.67
AFLAC Incorporated (AFL) 0.2 $786k 7.2k 109.71
Cigna Corp (CI) 0.2 $764k 2.9k 266.75
Philip Morris International (PM) 0.2 $759k 4.6k 165.34
Air Products & Chemicals (APD) 0.2 $751k 2.6k 290.49
Verizon Communications (VZ) 0.2 $741k 15k 50.20
Mccormick & Co Com Non Vtg (MKC) 0.2 $701k 14k 50.44
Lam Research Corp Com New (LRCX) 0.2 $694k 3.3k 213.66
Comfort Systems USA (FIX) 0.2 $666k 483.00 1378.99
Hershey Company (HSY) 0.2 $655k 3.2k 207.89
ConocoPhillips (COP) 0.2 $655k 5.0k 132.00
Sherwin-Williams Company (SHW) 0.2 $652k 2.0k 320.55
Bank Of Montreal Cadcom (BMO) 0.2 $651k 4.8k 135.34
Intel Corporation (INTC) 0.1 $636k 14k 44.13
Royal Caribbean Cruises (RCL) 0.1 $631k 2.3k 275.15
Crown Castle Intl (CCI) 0.1 $618k 7.6k 81.31
Meta Platforms Cl A (META) 0.1 $605k 1.1k 571.88
Target Corporation (TGT) 0.1 $603k 5.0k 121.20
Walt Disney Company (DIS) 0.1 $596k 6.2k 96.38
Gilead Sciences (GILD) 0.1 $581k 4.2k 139.37
Teck Resources CL B (TECK) 0.1 $572k 11k 51.75
Micron Technology (MU) 0.1 $569k 1.7k 337.84
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $556k 1.2k 463.19
Verisign (VRSN) 0.1 $550k 2.2k 248.36
Deere & Company (DE) 0.1 $515k 913.00 563.52
Intuitive Surgical Com New (ISRG) 0.1 $497k 1.1k 460.99
Consolidated Edison (ED) 0.1 $495k 4.4k 113.18
Mastercard Incorporated Cl A (MA) 0.1 $494k 989.00 499.66
Intercontinental Exchange (ICE) 0.1 $483k 3.1k 157.28
Ishares Tr Msci Eafe Etf (EFA) 0.1 $483k 5.0k 97.13
Stryker Corporation (SYK) 0.1 $483k 1.5k 328.59
GSK Sponsored Adr (GSK) 0.1 $471k 8.5k 55.19
Quanta Services (PWR) 0.1 $467k 851.00 549.02
Lowe's Companies (LOW) 0.1 $463k 2.0k 236.28
Morgan Stanley Com New (MS) 0.1 $457k 2.8k 164.56
SLB Com Stk (SLB) 0.1 $456k 8.9k 51.39
Phillips 66 (PSX) 0.1 $456k 2.5k 182.18
salesforce (CRM) 0.1 $442k 2.4k 186.67
Marathon Petroleum Corp (MPC) 0.1 $431k 1.8k 244.18
RPM International (RPM) 0.1 $413k 4.2k 99.40
Medpace Hldgs (MEDP) 0.1 $411k 855.00 480.19
Corteva (CTVA) 0.1 $389k 4.7k 83.71
Ishares Tr Russell 2000 Etf (IWM) 0.1 $382k 1.5k 248.00
Dupont De Nemours 0.1 $371k 8.1k 45.80
Veralto Corp Com Shs (VLTO) 0.1 $367k 4.1k 88.42
Domino's Pizza (DPZ) 0.1 $364k 1.0k 358.91
Qnity Electronics Common Stock (Q) 0.1 $348k 3.0k 115.38
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $327k 1.5k 215.06
Adobe Systems Incorporated (ADBE) 0.1 $322k 1.3k 243.08
Church & Dwight (CHD) 0.1 $316k 3.4k 93.33
Jack Henry & Associates (JKHY) 0.1 $315k 2.0k 158.04
Wells Fargo & Company (WFC) 0.1 $309k 3.9k 79.61
IDEXX Laboratories (IDXX) 0.1 $307k 547.00 561.89
Labcorp Holdings Com Shs (LH) 0.1 $306k 1.1k 266.81
Cme (CME) 0.1 $305k 1.0k 295.35
Lockheed Martin Corporation (LMT) 0.1 $302k 500.00 604.39
Waste Management (WM) 0.1 $299k 1.3k 229.79
Toro Company (TTC) 0.1 $297k 3.2k 93.44
Gxo Logistics Incorporated Common Stock (GXO) 0.1 $294k 5.7k 51.85
Colgate-Palmolive Company (CL) 0.1 $291k 3.4k 85.23
Saia (SAIA) 0.1 $288k 820.00 351.28
Qualcomm (QCOM) 0.1 $285k 2.2k 128.78
Amphenol Corp Cl A (APH) 0.1 $281k 2.2k 126.35
Starbucks Corporation (SBUX) 0.1 $266k 3.0k 89.59
Citizens Financial (CFG) 0.1 $262k 4.4k 59.97
Fortinet (FTNT) 0.1 $261k 3.2k 81.72
Pfizer (PFE) 0.1 $256k 9.1k 28.08
Dover Corporation (DOV) 0.1 $253k 1.2k 208.50
Akamai Technologies (AKAM) 0.1 $249k 2.2k 114.85
Fastenal Company (FAST) 0.1 $240k 5.2k 46.40
Broadridge Financial Solutions (BR) 0.1 $238k 1.5k 162.48
Waters Corporation (WAT) 0.1 $232k 780.00 297.80
Wal-Mart Stores (WMT) 0.1 $231k 1.9k 124.28
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $229k 352.00 650.34
Expeditors International of Washington (EXPD) 0.1 $226k 1.6k 143.23
First Solar (FSLR) 0.1 $220k 1.1k 197.26
CVS Caremark Corporation (CVS) 0.1 $218k 3.0k 71.82
Copart (CPRT) 0.1 $214k 6.4k 33.20
Valero Energy Corporation (VLO) 0.0 $213k 860.00 247.08
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $210k 4.0k 52.56
Wec Energy Group (WEC) 0.0 $210k 1.8k 115.77
General Mills (GIS) 0.0 $207k 5.6k 37.22
Travelers Companies (TRV) 0.0 $205k 701.00 291.68
United Parcel Svcs CL B (UPS) 0.0 $204k 2.1k 98.38
Regeneron Pharmaceuticals (REGN) 0.0 $204k 264.00 772.64
American Electric Power Company (AEP) 0.0 $203k 1.6k 131.08
Transocean Registered Shs (RIG) 0.0 $103k 16k 6.63