Ipswich Investment Management Co., Inc.

CIK 0001463753 • 6 13F filings • Apr 16, 2025 – Jul 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $403.0M6 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$2.0M	0.5%	13,601 SH
ABBOTT LABS	COM	$2.1M	0.5%	16,046 SH
ABBVIE INC	COM	$3.0M	0.8%	14,463 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$7.2M	1.8%	23,079 SH
ADOBE INC	COM	$912K	0.2%	2,379 SH
ADVANCED MICRO DEVICES INC	COM	$672K	0.2%	6,541 SH
AFLAC INC	COM	$824K	0.2%	7,410 SH
AIR PRODS & CHEMS INC	COM	$1.1M	0.3%	3,615 SH
AKAMAI TECHNOLOGIES INC	COM	$246K	0.1%	3,051 SH
ALPHABET INC	CAP STK CL A	$9.5M	2.4%	61,550 SH
ALPHABET INC	CAP STK CL C	$2.5M	0.6%	15,752 SH
ALTRIA GROUP INC	COM	$1.3M	0.3%	20,845 SH
AMAZON COM INC	COM	$9.3M	2.3%	49,029 SH
AMERICAN EXPRESS CO	COM	$1.1M	0.3%	4,091 SH
AMGEN INC	COM	$5.2M	1.3%	16,566 SH
APPLE INC	COM	$19.4M	4.8%	87,418 SH
APPLIED MATLS INC	COM	$1.1M	0.3%	7,596 SH
ARES CAPITAL CORP	COM	$254K	0.1%	11,450 SH
ASML HOLDING N V	N Y REGISTRY SHS	$3.6M	0.9%	5,427 SH
AT&T INC	COM	$1.2M	0.3%	42,358 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.9M	0.5%	6,281 SH
BANK MONTREAL QUE	COM	$536K	0.1%	5,610 SH
BANK NOVA SCOTIA HALIFAX	COM	$1.2M	0.3%	26,005 SH
BAXTER INTL INC	COM	$203K	0.1%	5,945 SH
BERKLEY W R CORP	COM	$205K	0.1%	2,877 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$493K	0.1%	925 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.0M	0.3%	16,711 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$1.0M	0.3%	25,000 SH
BROADCOM INC	COM	$681K	0.2%	4,067 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$361K	0.1%	1,490 SH
BROOKFIELD INFRASTRUCTURE CO	COM SUB VTG A	$3.2M	0.8%	88,087 SH
BROWN & BROWN INC	COM	$210K	0.1%	1,690 SH
CAMDEN NATL CORP	COM	$1.8M	0.4%	43,419 SH
CAMECO CORP	COM	$2.3M	0.6%	56,609 SH
CATERPILLAR INC	COM	$5.7M	1.4%	17,247 SH
CENTRUS ENERGY CORP	CL A	$674K	0.2%	10,830 SH
CHEVRON CORP NEW	COM	$6.7M	1.7%	39,782 SH
CHIPOTLE MEXICAN GRILL INC	COM	$310K	0.1%	6,180 SH
CHUBB LIMITED	COM	$5.4M	1.3%	17,918 SH
CHURCH & DWIGHT CO INC	COM	$742K	0.2%	6,738 SH
CME GROUP INC	COM	$252K	0.1%	950 SH
COCA COLA CO	COM	$3.0M	0.7%	41,518 SH
COCA-COLA EUROPACIFIC PARTNE	SHS	$1.3M	0.3%	15,300 SH
COGENT COMMUNICATIONS HLDGS	COM NEW	$2.6M	0.7%	42,739 SH
COLGATE PALMOLIVE CO	COM	$1.1M	0.3%	11,452 SH
CONOCOPHILLIPS	COM	$528K	0.1%	5,030 SH
CONSOLIDATED EDISON INC	COM	$500K	0.1%	4,525 SH
COPART INC	COM	$452K	0.1%	7,990 SH
CORNING INC	COM	$341K	0.1%	7,440 SH
CORTEVA INC	COM	$293K	0.1%	4,652 SH
COSTCO WHSL CORP NEW	COM	$14.0M	3.5%	14,759 SH
CRISPR THERAPEUTICS AG	NAMEN AKT	$835K	0.2%	24,543 SH
CROWN CASTLE INC	COM	$943K	0.2%	9,047 SH
CUMMINS INC	COM	$1.8M	0.5%	5,812 SH
CVS HEALTH CORP	COM	$206K	0.1%	3,039 SH
DANAHER CORPORATION	COM	$1.2M	0.3%	6,029 SH
DEERE & CO	COM	$429K	0.1%	913 SH
DISNEY WALT CO	COM	$634K	0.2%	6,420 SH
DOVER CORP	COM	$226K	0.1%	1,287 SH
DOW INC	COM	$267K	0.1%	7,652 SH
DUKE ENERGY CORP NEW	COM NEW	$2.2M	0.5%	17,987 SH
DUPONT DE NEMOURS INC	COM	$696K	0.2%	9,320 SH
EDWARDS LIFESCIENCES CORP	COM	$504K	0.1%	6,959 SH
ELI LILLY & CO	COM	$3.2M	0.8%	3,815 SH
EMERSON ELEC CO	COM	$2.3M	0.6%	21,311 SH
ENTERPRISE PRODS PARTNERS L	COM	$790K	0.2%	23,127 SH
EQUIFAX INC	COM	$235K	0.1%	964 SH
EQUINOR ASA	SPONSORED ADR	$1.6M	0.4%	61,896 SH
EVEREST GROUP LTD	COM	$854K	0.2%	2,350 SH
EXPEDITORS INTL WASH INC	COM	$227K	0.1%	1,890 SH
EXXON MOBIL CORP	COM	$11.4M	2.8%	95,587 SH
FAIR ISAAC CORP	COM	$1.8M	0.5%	987 SH
FEDERAL AGRIC MTG CORP	CL C	$285K	0.1%	1,520 SH
FISERV INC	COM	$284K	0.1%	1,285 SH
FORTINET INC	COM	$307K	0.1%	3,190 SH
FURY GOLD MINES LIMITED	COM	$4K	0.0%	11,000 SH
GE AEROSPACE	COM NEW	$1.7M	0.4%	8,583 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$263K	0.1%	3,255 SH
GE VERNOVA INC	COM	$656K	0.2%	2,150 SH
GENERAL MLS INC	COM	$416K	0.1%	6,964 SH
GILEAD SCIENCES INC	COM	$523K	0.1%	4,665 SH
GSK PLC	SPONSORED ADR	$314K	0.1%	8,104 SH
GXO LOGISTICS INCORPORATED	COMMON STOCK	$282K	0.1%	7,214 SH
HENRY JACK & ASSOC INC	COM	$382K	0.1%	2,091 SH
HERSHEY CO	COM	$556K	0.1%	3,250 SH
HOME DEPOT INC	COM	$1.5M	0.4%	4,116 SH
HONEYWELL INTL INC	COM	$3.3M	0.8%	15,532 SH
IDEXX LABS INC	COM	$225K	0.1%	535 SH
ILLINOIS TOOL WKS INC	COM	$1.0M	0.2%	4,050 SH
INTEL CORP	COM	$383K	0.1%	16,869 SH
INTERCONTINENTAL EXCHANGE IN	COM	$367K	0.1%	2,128 SH
INTERNATIONAL BUSINESS MACHS	COM	$3.6M	0.9%	14,502 SH
INTUITIVE SURGICAL INC	COM NEW	$519K	0.1%	1,048 SH
INVESCO QQQ TR	UNIT SER 1	$1.4M	0.3%	2,993 SH
ISHARES TR	CORE S&P MCP ETF	$881K	0.2%	15,095 SH
ISHARES TR	CORE S&P SCP ETF	$986K	0.2%	9,428 SH
ISHARES TR	CORE S&P500 ETF	$3.1M	0.8%	5,522 SH
ISHARES TR	ISHS 1-5YR INVS	$209K	0.1%	4,000 SH
ISHARES TR	MSCI EAFE ETF	$321K	0.1%	3,925 SH
ISHARES TR	PFD AND INCM SEC	$1.1M	0.3%	37,364 SH
ISHARES TR	RUSSELL 3000 ETF	$12.1M	3.0%	38,161 SH
JOHNSON & JOHNSON	COM	$6.6M	1.6%	39,926 SH
JPMORGAN CHASE & CO.	COM	$11.0M	2.7%	44,869 SH
KIMBERLY-CLARK CORP	COM	$220K	0.1%	1,548 SH
L3HARRIS TECHNOLOGIES INC	COM	$975K	0.2%	4,658 SH
LABCORP HOLDINGS INC	COM SHS	$284K	0.1%	1,220 SH
LAM RESEARCH CORP	COM NEW	$236K	0.1%	3,250 SH
LANDBRIDGE COMPANY LLC	CL A	$1.3M	0.3%	18,607 SH
LINDE PLC	SHS	$6.1M	1.5%	13,166 SH
LOCKHEED MARTIN CORP	COM	$1.3M	0.3%	2,801 SH
LOWES COS INC	COM	$457K	0.1%	1,958 SH
LULULEMON ATHLETICA INC	COM	$239K	0.1%	845 SH
MARATHON PETE CORP	COM	$237K	0.1%	1,625 SH
MARRIOTT INTL INC NEW	CL A	$737K	0.2%	3,095 SH
MARSH & MCLENNAN COS INC	COM	$8.1M	2.0%	33,091 SH
MASTERCARD INCORPORATED	CL A	$1.2M	0.3%	2,118 SH
MCCORMICK & CO INC	COM NON VTG	$1.4M	0.4%	17,466 SH
MCCORMICK & CO INC	COM VTG	$234K	0.1%	2,846 SH
MCDONALDS CORP	COM	$2.0M	0.5%	6,505 SH
MEDPACE HLDGS INC	COM	$261K	0.1%	855 SH
MERCK & CO INC	COM	$4.4M	1.1%	48,920 SH
META PLATFORMS INC	CL A	$571K	0.1%	991 SH
MICRON TECHNOLOGY INC	COM	$289K	0.1%	3,325 SH
MICROSOFT CORP	COM	$24.0M	5.9%	63,815 SH
MONDELEZ INTL INC	CL A	$521K	0.1%	7,677 SH
MOODYS CORP	COM	$203K	0.1%	435 SH
MORGAN STANLEY	COM NEW	$333K	0.1%	2,853 SH
NEWMONT CORP	COM	$689K	0.2%	14,269 SH
NEXTERA ENERGY INC	COM	$847K	0.2%	11,948 SH
NIKE INC	CL B	$284K	0.1%	4,480 SH
NOVARTIS AG	SPONSORED ADR	$2.2M	0.5%	19,462 SH
NOVO-NORDISK A S	ADR	$5.0M	1.2%	71,825 SH
NVIDIA CORPORATION	COM	$8.4M	2.1%	77,694 SH
ONEOK INC NEW	COM	$6.0M	1.5%	60,890 SH
ORACLE CORP	COM	$1.0M	0.2%	7,201 SH
OREILLY AUTOMOTIVE INC	COM	$1.3M	0.3%	890 SH
OTIS WORLDWIDE CORP	COM	$5.1M	1.3%	49,451 SH
PALO ALTO NETWORKS INC	COM	$5.2M	1.3%	30,609 SH
PEPSICO INC	COM	$3.6M	0.9%	23,818 SH
PFIZER INC	COM	$346K	0.1%	13,653 SH
PHILIP MORRIS INTL INC	COM	$1.3M	0.3%	8,175 SH
PHILLIPS 66	COM	$296K	0.1%	2,400 SH
PROCTER AND GAMBLE CO	COM	$8.3M	2.1%	48,832 SH
PROGRESSIVE CORP	COM	$9.9M	2.4%	34,834 SH
QUALCOMM INC	COM	$957K	0.2%	6,233 SH
QUANTA SVCS INC	COM	$215K	0.1%	844 SH
ROSS STORES INC	COM	$946K	0.2%	7,406 SH
ROYAL CARIBBEAN GROUP	COM	$476K	0.1%	2,319 SH
RPM INTL INC	COM	$492K	0.1%	4,250 SH
RTX CORPORATION	COM	$1.9M	0.5%	14,265 SH
SAIA INC	COM	$287K	0.1%	820 SH
SALESFORCE INC	COM	$992K	0.2%	3,698 SH
SCHLUMBERGER LTD	COM STK	$408K	0.1%	9,752 SH
SHELL PLC	SPON ADS	$1.6M	0.4%	21,347 SH
SHERWIN WILLIAMS CO	COM	$717K	0.2%	2,053 SH
SIMPSON MFG INC	COM	$2.4M	0.6%	14,990 SH
SOUTHERN CO	COM	$1.5M	0.4%	16,401 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$420K	0.1%	1,000 SH
SPDR S&P 500 ETF TR	TR UNIT	$230K	0.1%	411 SH
STARBUCKS CORP	COM	$341K	0.1%	3,472 SH
STERIS PLC	SHS USD	$412K	0.1%	1,817 SH
STRYKER CORPORATION	COM	$607K	0.2%	1,630 SH
SYSCO CORP	COM	$863K	0.2%	11,502 SH
TARGET CORP	COM	$945K	0.2%	9,052 SH
TEXAS INSTRS INC	COM	$7.1M	1.8%	39,374 SH
TEXAS PACIFIC LAND CORPORATI	COM	$5.6M	1.4%	4,245 SH
THE CIGNA GROUP	COM	$942K	0.2%	2,864 SH
THERMO FISHER SCIENTIFIC INC	COM	$3.2M	0.8%	6,445 SH
TJX COS INC NEW	COM	$6.0M	1.5%	49,021 SH
TORO CO	COM	$231K	0.1%	3,175 SH
TOTALENERGIES SE	SPONSORED ADS	$1.5M	0.4%	22,930 SH
TRANSOCEAN LTD	REGISTERED SHS	$46K	0.0%	14,500 SH
UNION PAC CORP	COM	$2.5M	0.6%	10,731 SH
UNITED PARCEL SERVICE INC	CL B	$267K	0.1%	2,425 SH
UNITEDHEALTH GROUP INC	COM	$391K	0.1%	747 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$295K	0.1%	1,521 SH
VERALTO CORP	COM SHS	$409K	0.1%	4,196 SH
VERISIGN INC	COM	$561K	0.1%	2,210 SH
VERIZON COMMUNICATIONS INC	COM	$701K	0.2%	15,450 SH
VERTEX PHARMACEUTICALS INC	COM	$2.7M	0.7%	5,518 SH
VISA INC	COM CL A	$9.8M	2.4%	27,923 SH
WASTE MGMT INC DEL	COM	$301K	0.1%	1,300 SH
WATERS CORP	COM	$306K	0.1%	830 SH
WATSCO INC	COM	$9.1M	2.3%	17,871 SH
WELLS FARGO CO NEW	COM	$294K	0.1%	4,101 SH
ZOETIS INC	CL A	$294K	0.1%	1,788 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001398344-26-018114	—	View
Jan 16, 2026	Q4 2025	13F-HR	0001398344-26-000773	$431.8M	View
Oct 8, 2025