Ipswich Investment Management as of June 30, 2026
Portfolio Holdings for Ipswich Investment Management
Ipswich Investment Management holds 190 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.1 | $24M | 83k | 289.36 | |
| Microsoft Corporation (MSFT) | 4.9 | $23M | 62k | 373.02 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $20M | 55k | 357.37 | |
| Caterpillar (CAT) | 3.5 | $17M | 16k | 1064.89 | |
| Ishares Tr Russell 3000 Etf (IWV) | 3.3 | $16M | 37k | 426.40 | |
| JPMorgan Chase & Co. (JPM) | 3.0 | $14M | 43k | 327.33 | |
| NVIDIA Corporation (NVDA) | 2.9 | $14M | 69k | 200.09 | |
| Costco Wholesale Corporation (COST) | 2.7 | $13M | 14k | 935.45 | |
| Exxonmobil Holdings Corp Stock | 2.6 | $12M | 90k | 136.72 | |
| Palo Alto Networks (PANW) | 2.4 | $12M | 34k | 341.02 | |
| Amazon (AMZN) | 2.4 | $11M | 47k | 238.34 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 2.3 | $11M | 5.5k | 1989.47 | |
| Texas Instruments Incorporated (TXN) | 2.1 | $10M | 34k | 298.07 | |
| Johnson & Johnson (JNJ) | 2.0 | $9.5M | 37k | 253.97 | |
| Visa Com Cl A (V) | 1.9 | $8.8M | 26k | 343.10 | |
| Progressive Corporation (PGR) | 1.8 | $8.5M | 39k | 218.45 | |
| Eli Lilly & Co. (LLY) | 1.7 | $8.1M | 6.7k | 1199.44 | |
| TJX Companies (TJX) | 1.6 | $7.5M | 50k | 151.50 | |
| Watsco, Incorporated (WSO) | 1.4 | $6.8M | 16k | 416.73 | |
| Linde SHS (LIN) | 1.3 | $6.2M | 12k | 518.94 | |
| Merck & Co (MRK) | 1.3 | $6.0M | 47k | 128.50 | |
| Texas Pacific Land Corp (TPL) | 1.2 | $5.9M | 13k | 437.64 | |
| Chevron Corporation (CVX) | 1.2 | $5.9M | 35k | 165.76 | |
| Procter & Gamble Company (PG) | 1.2 | $5.7M | 39k | 146.64 | |
| Amgen (AMGN) | 1.2 | $5.5M | 15k | 362.12 | |
| Oneok (OKE) | 1.2 | $5.5M | 63k | 86.94 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $5.4M | 15k | 353.32 | |
| Marsh & McLennan Companies (MRSH) | 1.1 | $5.3M | 32k | 166.67 | |
| Chubb (CB) | 1.1 | $5.3M | 16k | 340.74 | |
| Applied Materials (AMAT) | 1.1 | $5.3M | 7.4k | 723.02 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $5.2M | 7.0k | 748.87 | |
| Amrize SHS (AMRZ) | 0.9 | $4.3M | 81k | 53.30 | |
| Cameco Corporation (CCJ) | 0.9 | $4.3M | 42k | 101.86 | |
| Coca-Cola Company (KO) | 0.7 | $3.3M | 40k | 81.27 | |
| Ge Aerospace Com New (GE) | 0.7 | $3.2M | 8.5k | 373.73 | |
| Cummins (CMI) | 0.7 | $3.2M | 4.4k | 713.21 | |
| International Business Machines (IBM) | 0.6 | $3.0M | 11k | 281.22 | |
| Abbvie (ABBV) | 0.6 | $3.0M | 12k | 251.64 | |
| Netflix (NFLX) | 0.6 | $2.8M | 40k | 71.40 | |
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.6 | $2.7M | 71k | 38.50 | |
| Advanced Micro Devices (AMD) | 0.6 | $2.7M | 4.6k | 580.91 | |
| Novartis Sponsored Adr (NVS) | 0.5 | $2.6M | 17k | 156.72 | |
| Pepsi (PEP) | 0.5 | $2.6M | 19k | 135.40 | |
| Bk Nova Cad (BNS) | 0.5 | $2.6M | 30k | 86.84 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $2.5M | 13k | 189.73 | |
| Ge Vernova (GEV) | 0.5 | $2.5M | 2.1k | 1174.86 | |
| Union Pacific Corporation (UNP) | 0.5 | $2.5M | 9.1k | 272.00 | |
| Emerson Electric (EMR) | 0.5 | $2.5M | 17k | 143.15 | |
| Novo-nordisk A S Adr (NVO) | 0.5 | $2.4M | 50k | 47.94 | |
| Steris Shs Usd (STE) | 0.5 | $2.4M | 12k | 210.57 | |
| Landbridge Company Cl A (LB) | 0.5 | $2.3M | 29k | 79.24 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $2.2M | 5.9k | 370.04 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.0M | 2.8k | 736.40 | |
| Duke Energy Corp Com New (DUK) | 0.4 | $2.0M | 16k | 126.58 | |
| Ishares Tr Core Msci Total (IXUS) | 0.4 | $2.0M | 21k | 95.44 | |
| Micron Technology (MU) | 0.4 | $1.9M | 1.7k | 1154.29 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $1.8M | 3.6k | 501.36 | |
| McDonald's Corporation (MCD) | 0.4 | $1.8M | 6.5k | 270.31 | |
| Intel Corporation (INTC) | 0.4 | $1.7M | 12k | 139.63 | |
| Equinor Asa Sponsored Adr (EQNR) | 0.4 | $1.7M | 55k | 31.40 | |
| Totalenergies Se Act (TTE) | 0.4 | $1.7M | 22k | 77.76 | |
| Southern Company (SO) | 0.3 | $1.6M | 17k | 95.71 | |
| Corning Incorporated (GLW) | 0.3 | $1.6M | 6.4k | 255.43 | |
| Automatic Data Processing (ADP) | 0.3 | $1.6M | 7.1k | 223.95 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $1.6M | 14k | 110.15 | |
| Broadcom (AVGO) | 0.3 | $1.6M | 4.1k | 377.75 | |
| Home Depot (HD) | 0.3 | $1.5M | 4.4k | 352.64 | |
| British Amern Tob Sponsored Adr (BTI) | 0.3 | $1.5M | 25k | 61.76 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.5M | 12k | 124.44 | |
| Ross Stores (ROST) | 0.3 | $1.5M | 7.2k | 212.85 | |
| Centrus Energy Corp Cl A (LEU) | 0.3 | $1.5M | 9.1k | 167.87 | |
| Altria (MO) | 0.3 | $1.5M | 21k | 71.95 | |
| Shell Spon Ads (SHEL) | 0.3 | $1.4M | 19k | 77.54 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.3 | $1.4M | 14k | 100.07 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $1.4M | 7.5k | 188.09 | |
| Lam Research Corp Com New (LRCX) | 0.3 | $1.4M | 3.3k | 433.33 | |
| American Express Company (AXP) | 0.3 | $1.3M | 3.9k | 338.21 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $1.3M | 7.9k | 164.60 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.3 | $1.3M | 24k | 54.54 | |
| 3M Company (MMM) | 0.3 | $1.3M | 7.9k | 161.91 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.2M | 8.3k | 148.31 | |
| O'reilly Automotive (ORLY) | 0.3 | $1.2M | 13k | 92.09 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.2M | 15k | 77.11 | |
| Fair Isaac Corporation (FICO) | 0.2 | $1.1M | 916.00 | 1194.78 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $1.1M | 7.3k | 146.41 | |
| Simpson Manufacturing (SSD) | 0.2 | $1.0M | 4.9k | 209.35 | |
| Bristol Myers Squibb (BMY) | 0.2 | $993k | 17k | 57.62 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $987k | 32k | 30.49 | |
| Danaher Corporation (DHR) | 0.2 | $978k | 5.1k | 190.48 | |
| Nextera Energy (NEE) | 0.2 | $972k | 11k | 87.77 | |
| Marriott Intl Cl A (MAR) | 0.2 | $966k | 2.6k | 370.65 | |
| Newmont Mining Corporation (NEM) | 0.2 | $955k | 10k | 93.40 | |
| Illinois Tool Works (ITW) | 0.2 | $954k | 3.5k | 270.47 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $905k | 1.8k | 500.39 | |
| Comfort Systems USA (FIX) | 0.2 | $900k | 454.00 | 1981.95 | |
| SYSCO Corporation (SYY) | 0.2 | $899k | 11k | 83.58 | |
| Enterprise Products Partners (EPD) | 0.2 | $887k | 24k | 36.76 | |
| At&t (T) | 0.2 | $868k | 42k | 20.70 | |
| Bank Of Montreal Cadcom (BMO) | 0.2 | $850k | 4.8k | 176.70 | |
| AFLAC Incorporated (AFL) | 0.2 | $840k | 7.2k | 117.25 | |
| Oracle Corporation (ORCL) | 0.2 | $831k | 5.7k | 146.54 | |
| Philip Morris International (PM) | 0.2 | $826k | 4.6k | 180.91 | |
| Otis Worldwide Corp (OTIS) | 0.2 | $786k | 11k | 71.60 | |
| L3harris Technologies (LHX) | 0.2 | $784k | 2.7k | 290.59 | |
| Cigna Corp (CI) | 0.2 | $748k | 2.7k | 275.68 | |
| Air Products & Chemicals (APD) | 0.2 | $746k | 2.5k | 293.18 | |
| Royal Caribbean Cruises (RCL) | 0.2 | $728k | 2.3k | 317.49 | |
| Abbott Laboratories (ABT) | 0.2 | $717k | 7.9k | 90.74 | |
| Sherwin-Williams Company (SHW) | 0.1 | $700k | 2.0k | 344.32 | |
| Teck Resources CL B (TECK) | 0.1 | $657k | 11k | 59.46 | |
| Target Corporation (TGT) | 0.1 | $650k | 5.0k | 130.61 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $627k | 1.2k | 522.39 | |
| Verizon Communications (VZ) | 0.1 | $625k | 15k | 42.34 | |
| Quanta Services (PWR) | 0.1 | $613k | 851.00 | 720.04 | |
| Meta Platforms Cl A (META) | 0.1 | $595k | 1.1k | 563.04 | |
| Walt Disney Company (DIS) | 0.1 | $595k | 6.2k | 96.25 | |
| Morgan Stanley Com New (MS) | 0.1 | $580k | 2.8k | 209.03 | |
| Deere & Company (DE) | 0.1 | $579k | 913.00 | 634.58 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $578k | 1.2k | 496.73 | |
| Verisign (VRSN) | 0.1 | $557k | 2.2k | 251.56 | |
| Hershey Company (HSY) | 0.1 | $553k | 3.2k | 175.45 | |
| Crown Castle Intl (CCI) | 0.1 | $545k | 7.2k | 75.73 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $536k | 1.0k | 513.60 | |
| Gilead Sciences (GILD) | 0.1 | $526k | 4.2k | 126.34 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $521k | 10k | 50.42 | |
| ConocoPhillips (COP) | 0.1 | $516k | 5.0k | 103.96 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $511k | 4.9k | 103.88 | |
| Qnity Electronics Common Stock (Q) | 0.1 | $493k | 3.0k | 163.31 | |
| Fortinet (FTNT) | 0.1 | $490k | 3.2k | 153.62 | |
| Stryker Corporation (SYK) | 0.1 | $463k | 1.5k | 314.84 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $463k | 1.5k | 300.45 | |
| RPM International (RPM) | 0.1 | $461k | 4.2k | 111.15 | |
| Medpace Hldgs (MEDP) | 0.1 | $453k | 855.00 | 529.59 | |
| Consolidated Edison (ED) | 0.1 | $451k | 4.1k | 110.63 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $451k | 1.1k | 397.68 | |
| SLB Com Stk (SLB) | 0.1 | $437k | 9.4k | 46.49 | |
| GSK Sponsored Adr (GSK) | 0.1 | $434k | 8.3k | 52.42 | |
| Lowe's Companies (LOW) | 0.1 | $432k | 2.0k | 220.49 | |
| Phillips 66 (PSX) | 0.1 | $423k | 2.5k | 169.05 | |
| Qualcomm (QCOM) | 0.1 | $409k | 2.2k | 184.79 | |
| Amphenol Corp Cl A (APH) | 0.1 | $391k | 2.2k | 176.32 | |
| Intercontinental Exchange (ICE) | 0.1 | $378k | 3.1k | 123.11 | |
| Dupont De Nemours Common Stock (DD) | 0.1 | $365k | 2.7k | 135.64 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $360k | 1.5k | 236.62 | |
| Veralto Corp Com Shs (VLTO) | 0.1 | $355k | 4.0k | 88.68 | |
| Saia (SAIA) | 0.1 | $345k | 820.00 | 421.16 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $345k | 1.4k | 255.67 | |
| salesforce (CRM) | 0.1 | $340k | 2.2k | 156.66 | |
| Labcorp Holdings Com Shs (LH) | 0.1 | $321k | 1.1k | 280.00 | |
| CVS Caremark Corporation (CVS) | 0.1 | $314k | 3.0k | 103.45 | |
| Wells Fargo & Company (WFC) | 0.1 | $314k | 3.8k | 82.64 | |
| Toro Company (TTC) | 0.1 | $309k | 3.2k | 97.42 | |
| Citizens Financial (CFG) | 0.1 | $307k | 4.4k | 70.07 | |
| Starbucks Corporation (SBUX) | 0.1 | $304k | 3.0k | 102.19 | |
| Moderna (MRNA) | 0.1 | $304k | 4.3k | 70.03 | |
| Federal Agric Mtg Corp CL C (AGM) | 0.1 | $303k | 1.5k | 199.27 | |
| Kla Corp Com New (KLAC) | 0.1 | $293k | 970.00 | 301.71 | |
| Waters Corporation (WAT) | 0.1 | $293k | 780.00 | 375.04 | |
| Waste Management (WM) | 0.1 | $290k | 1.3k | 222.88 | |
| Church & Dwight (CHD) | 0.1 | $289k | 3.0k | 96.89 | |
| Cisco Systems (CSCO) | 0.1 | $288k | 2.5k | 117.46 | |
| IDEXX Laboratories (IDXX) | 0.1 | $288k | 547.00 | 526.44 | |
| Dover Corporation (DOV) | 0.1 | $272k | 1.2k | 224.33 | |
| Jack Henry & Associates (JKHY) | 0.1 | $269k | 2.0k | 137.74 | |
| First Solar (FSLR) | 0.1 | $263k | 1.1k | 235.96 | |
| Colgate-Palmolive Company (CL) | 0.1 | $260k | 2.8k | 91.67 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $257k | 1.3k | 205.02 | |
| Expeditors International of Washington (EXPD) | 0.1 | $257k | 1.6k | 162.98 | |
| Akamai Technologies (AKAM) | 0.1 | $256k | 2.2k | 118.21 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $255k | 500.00 | 509.46 | |
| Corteva (CTVA) | 0.1 | $252k | 3.0k | 84.69 | |
| Fastenal Company (FAST) | 0.1 | $249k | 5.2k | 48.03 | |
| Domino's Pizza (DPZ) | 0.1 | $244k | 824.00 | 296.17 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $233k | 312.00 | 746.77 | |
| Travelers Companies (TRV) | 0.0 | $231k | 701.00 | 330.12 | |
| Cme (CME) | 0.0 | $228k | 1.0k | 220.83 | |
| Valero Energy Corporation (VLO) | 0.0 | $224k | 860.00 | 260.44 | |
| United Parcel Svcs CL B (UPS) | 0.0 | $223k | 2.1k | 107.50 | |
| Pfizer (PFE) | 0.0 | $220k | 9.1k | 24.08 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $217k | 2.3k | 95.62 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $214k | 1.3k | 164.28 | |
| Wec Energy Group (WEC) | 0.0 | $212k | 1.8k | 116.77 | |
| Wal-Mart Stores (WMT) | 0.0 | $210k | 1.9k | 113.26 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $210k | 4.0k | 52.41 | |
| Dominion Resources (D) | 0.0 | $208k | 3.1k | 68.29 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $206k | 6.1k | 34.00 | |
| American Electric Power Company (AEP) | 0.0 | $205k | 1.5k | 136.81 | |
| Nucor Corporation (NUE) | 0.0 | $205k | 920.00 | 222.75 | |
| Broadridge Financial Solutions (BR) | 0.0 | $201k | 1.5k | 136.95 | |
| Transocean Registered Shs (RIG) | 0.0 | $76k | 16k | 4.89 |
