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: $414.5M6 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$1.4M	0.3%Prev: 0.3%	9,101 SH	Increased+1,200 SH
ABBOTT LABS	COM	$1.9M	0.5%	13,956 SH	New
ABBVIE INC	COM	$2.2M	0.5%Prev: 0.6%	11,738 SH	Decreased+42 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$6.7M	1.6%Prev: 0.9%	22,273 SH	Increased+3,267 SH
ADOBE INC	COM	$782K	0.2%Prev: 0.1%	2,022 SH	Increased+698 SH
ADVANCED MICRO DEVICES INC	COM	$685K	0.2%Prev: 0.2%	4,830 SH	Decreased+250 SH
AFLAC INC	COM	$776K	0.2%Prev: 0.2%	7,360 SH	Decreased+200 SH
AIR PRODS & CHEMS INC	COM	$966K	0.2%	3,425 SH	New
AKAMAI TECHNOLOGIES INC	COM	$213K	0.1%Prev: 0.1%	2,670 SH	Decreased+505 SH
ALPHABET INC	CAP STK CL A	$10.8M	2.6%Prev: 3.8%	61,456 SH	Decreased+5,902 SH
ALPHABET INC	CAP STK CL C	$2.7M	0.7%Prev: 1.0%	15,502 SH	Decreased+170 SH
ALTRIA GROUP INC	COM	$1.2M	0.3%Prev: 0.3%	20,845 SH	Decreased
AMAZON COM INC	COM	$10.7M	2.6%Prev: 2.4%	48,812 SH	Increased+481 SH
AMERICAN EXPRESS CO	COM	$1.3M	0.3%Prev: 0.3%	4,036 SH	Increased+146 SH
AMGEN INC	COM	$4.6M	1.1%Prev: 1.3%	16,529 SH	Decreased+709 SH
AMPHENOL CORP NEW	CL A	$217K	0.1%	2,200 SH	New
APPLE INC	COM	$17.9M	4.3%Prev: 5.0%	87,259 SH	Decreased+3,185 SH
APPLIED MATLS INC	COM	$1.4M	0.3%Prev: 0.6%	7,596 SH	Decreased+230 SH
ASML HOLDING N V	N Y REGISTRY SHS	$4.5M	1.1%	5,603 SH	New
AT&T INC	COM	$1.2M	0.3%Prev: 0.3%	42,358 SH	Increased+451 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.9M	0.5%Prev: 0.3%	6,233 SH	Increased+115 SH
BANK AMERICA CORP	COM	$201K	0.0%	4,250 SH	New
BANK MONTREAL QUE	COM	$621K	0.1%	5,610 SH	New
BANK NOVA SCOTIA HALIFAX	COM	$1.6M	0.4%	28,905 SH	New
BERKLEY W R CORP	COM	$205K	0.0%	2,797 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$449K	0.1%Prev: 0.2%	925 SH	Decreased-884 SH
BRISTOL-MYERS SQUIBB CO	COM	$774K	0.2%Prev: 0.2%	16,711 SH	Decreased+1,882 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$1.2M	0.3%Prev: 0.3%	25,000 SH	Increased+6,000 SH
BROADCOM INC	COM	$1.1M	0.3%Prev: 0.3%	4,067 SH	Decreased-45 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$356K	0.1%Prev: 0.1%	1,465 SH	Increased
BROOKFIELD INFRASTRUCTURE CO	COM SUB VTG A	$3.4M	0.8%Prev: 0.7%	81,652 SH	Increased+1,837 SH
CAMDEN NATL CORP	COM	$1.7M	0.4%	43,064 SH	New
CAMECO CORP	COM	$3.7M	0.9%Prev: 1.1%	50,434 SH	Decreased+8,686 SH
CATERPILLAR INC	COM	$6.6M	1.6%Prev: 2.6%	17,032 SH	Decreased+1,263 SH
CENTRUS ENERGY CORP	CL A	$2.0M	0.5%Prev: 0.4%	10,675 SH	Increased+1,093 SH
CHEVRON CORP NEW	COM	$5.6M	1.4%	39,424 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$347K	0.1%	6,180 SH	New
CHUBB LIMITED	COM	$5.2M	1.3%	17,928 SH	New
CHURCH & DWIGHT CO INC	COM	$639K	0.2%Prev: 0.1%	6,648 SH	Increased+3,262 SH
CITIZENS FINL GROUP INC	COM	$207K	0.0%Prev: 0.1%	4,624 SH	Decreased+250 SH
CME GROUP INC	COM	$262K	0.1%Prev: 0.1%	950 SH	Decreased-82 SH
COCA COLA CO	COM	$2.9M	0.7%Prev: 0.7%	41,233 SH	Increased+3,075 SH
COCA-COLA EUROPACIFIC PARTNE	SHS	$1.4M	0.3%Prev: 0.3%	15,125 SH	Increased+1,700 SH
COGENT COMMUNICATIONS HLDGS	COM NEW	$2.1M	0.5%	43,890 SH	New
COLGATE PALMOLIVE CO	COM	$928K	0.2%Prev: 0.1%	10,205 SH	Increased+6,788 SH
CONOCOPHILLIPS	COM	$445K	0.1%Prev: 0.2%	4,960 SH	Decreased
CONSOLIDATED EDISON INC	COM	$454K	0.1%Prev: 0.1%	4,525 SH	Decreased+148 SH
CONSTELLATION ENERGY CORP	COM	$220K	0.1%	683 SH	New
COPART INC	COM	$392K	0.1%Prev: 0.1%	7,990 SH	Increased+1,560 SH
CORNING INC	COM	$391K	0.1%Prev: 0.2%	7,440 SH	Decreased+1,040 SH
CORTEVA INC	COM	$347K	0.1%Prev: 0.1%	4,652 SH	Decreased
COSTCO WHSL CORP NEW	COM	$14.5M	3.5%	14,673 SH	New
CRISPR THERAPEUTICS AG	NAMEN AKT	$1.2M	0.3%Prev: 0.3%	24,968 SH	Increased+1,435 SH
CROWN CASTLE INC	COM	$984K	0.2%Prev: 0.1%	9,582 SH	Increased+1,976 SH
CUMMINS INC	COM	$1.8M	0.4%Prev: 0.6%	5,602 SH	Decreased+980 SH
CVS HEALTH CORP	COM	$210K	0.1%Prev: 0.1%	3,039 SH	Decreased
DANAHER CORPORATION	COM	$1.2M	0.3%	6,037 SH	New
DEERE & CO	COM	$464K	0.1%Prev: 0.1%	913 SH	Decreased
DISNEY WALT CO	COM	$747K	0.2%Prev: 0.1%	6,020 SH	Increased-162 SH
DOVER CORP	COM	$236K	0.1%Prev: 0.1%	1,287 SH	Decreased+75 SH
DRAFTKINGS INC NEW	COM CL A	$219K	0.1%	5,105 SH	New
DUKE ENERGY CORP NEW	COM NEW	$2.1M	0.5%Prev: 0.5%	17,987 SH	Decreased+1,237 SH
DUPONT DE NEMOURS INC	COM	$639K	0.2%Prev: 0.1%	9,320 SH	Increased+1,225 SH
ELI LILLY & CO	COM	$4.5M	1.1%Prev: 1.4%	5,765 SH	Decreased-532 SH
EMERSON ELEC CO	COM	$2.4M	0.6%Prev: 0.5%	18,249 SH	Increased+900 SH
ENTERPRISE PRODS PARTNERS L	COM	$717K	0.2%Prev: 0.2%	23,127 SH	Decreased
EQUIFAX INC	COM	$250K	0.1%	964 SH	New
EQUINOR ASA	SPONSORED ADR	$1.4M	0.3%Prev: 0.5%	54,896 SH	Decreased+6,100 SH
EVEREST GROUP LTD	COM	$799K	0.2%	2,350 SH	New
EXXON MOBIL CORP	COM	$9.9M	2.4%Prev: 3.4%	91,912 SH	Decreased+6,403 SH
FAIR ISAAC CORP	COM	$1.8M	0.4%Prev: 0.2%	987 SH	Increased+66 SH
FASTENAL CO	COM	$209K	0.1%Prev: 0.1%	4,988 SH	Decreased-192 SH
FEDERAL AGRIC MTG CORP	CL C	$295K	0.1%	1,520 SH	New
FISERV INC	COM	$222K	0.1%	1,285 SH	New
FORTINET INC	COM	$337K	0.1%Prev: 0.1%	3,190 SH	Increased
FURY GOLD MINES LIMITED	COM	$5K	0.0%	11,000 SH	New
GE AEROSPACE	COM NEW	$2.2M	0.5%Prev: 0.6%	8,583 SH	Decreased
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$241K	0.1%	3,255 SH	New
GE VERNOVA INC	COM	$1.1M	0.3%Prev: 0.4%	2,150 SH	Decreased
GENERAL MLS INC	COM	$326K	0.1%	6,298 SH	New
GILEAD SCIENCES INC	COM	$517K	0.1%Prev: 0.1%	4,665 SH	Decreased+500 SH
GSK PLC	SPONSORED ADR	$344K	0.1%Prev: 0.1%	8,964 SH	Decreased+438 SH
GXO LOGISTICS INCORPORATED	COMMON STOCK	$299K	0.1%Prev: 0.1%	6,143 SH	Increased+482 SH
HENRY JACK & ASSOC INC	COM	$377K	0.1%Prev: 0.1%	2,091 SH	Increased+95 SH
HERSHEY CO	COM	$539K	0.1%Prev: 0.2%	3,250 SH	Decreased+100 SH
HOME DEPOT INC	COM	$1.5M	0.4%Prev: 0.3%	4,111 SH	Increased-190 SH
HONEYWELL INTL INC	COM	$3.3M	0.8%Prev: 0.5%	14,072 SH	Increased+4,065 SH
IDEXX LABS INC	COM	$287K	0.1%Prev: 0.1%	535 SH	Decreased-12 SH
ILLINOIS TOOL WKS INC	COM	$961K	0.2%Prev: 0.2%	3,885 SH	Increased+467 SH
INTEL CORP	COM	$364K	0.1%Prev: 0.1%	16,229 SH	Decreased+1,813 SH
INTERCONTINENTAL EXCHANGE IN	COM	$400K	0.1%Prev: 0.1%	2,178 SH	Decreased-895 SH
INTERNATIONAL BUSINESS MACHS	COM	$4.0M	1.0%Prev: 0.6%	13,522 SH	Increased+2,789 SH
INTUITIVE SURGICAL INC	COM NEW	$569K	0.1%Prev: 0.1%	1,048 SH	Increased-30 SH
INVESCO QQQ TR	UNIT SER 1	$1.7M	0.4%Prev: 0.4%	2,993 SH	Increased+229 SH
ISHARES TR	CORE S&P MCP ETF	$934K	0.2%Prev: 0.2%	15,060 SH	Decreased+180 SH
ISHARES TR	CORE S&P SCP ETF	$1.0M	0.2%Prev: 0.3%	9,460 SH	Decreased+876 SH
ISHARES TR	CORE S&P500 ETF	$3.4M	0.8%Prev: 0.9%	5,520 SH	Decreased-211 SH
ISHARES TR	ISHS 1-5YR INVS	$211K	0.1%Prev: 0.0%	4,000 SH	Increased
ISHARES TR	MSCI EAFE ETF	$351K	0.1%Prev: 0.1%	3,925 SH	Decreased-1,048 SH
ISHARES TR	PFD AND INCM SEC	$1.0M	0.3%Prev: 0.2%	33,864 SH	Increased
ISHARES TR	RUSSELL 3000 ETF	$13.3M	3.2%Prev: 3.2%	37,885 SH	Decreased+1,044 SH
JOHNSON & JOHNSON	COM	$5.9M	1.4%Prev: 2.1%	38,776 SH	Decreased+1,865 SH
JPMORGAN CHASE & CO.	COM	$13.2M	3.2%	45,532 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$677K	0.2%Prev: 0.2%	2,698 SH	Decreased-191 SH
LABCORP HOLDINGS INC	COM SHS	$301K	0.1%Prev: 0.1%	1,145 SH	Decreased
LAM RESEARCH CORP	COM NEW	$316K	0.1%Prev: 0.2%	3,250 SH	Decreased
LANDBRIDGE COMPANY LLC	CL A	$1.5M	0.4%Prev: 0.5%	22,267 SH	Decreased-8,112 SH
LAUDER ESTEE COS INC	CL A	$204K	0.0%	2,526 SH	New
LINDE PLC	SHS	$6.2M	1.5%Prev: 1.5%	13,163 SH	Decreased+626 SH
LOCKHEED MARTIN CORP	COM	$1.3M	0.3%Prev: 0.1%	2,890 SH	Increased+2,390 SH
LOWES COS INC	COM	$434K	0.1%Prev: 0.1%	1,958 SH	Decreased
MARATHON PETE CORP	COM	$270K	0.1%Prev: 0.1%	1,625 SH	Decreased-138 SH
MARRIOTT INTL INC NEW	CL A	$846K	0.2%Prev: 0.2%	3,095 SH	Decreased+490 SH
MARSH & MCLENNAN COS INC	COM	$7.1M	1.7%Prev: 1.5%	32,271 SH	Increased-3,456 SH
MASTERCARD INCORPORATED	CL A	$710K	0.2%Prev: 0.1%	1,263 SH	Increased+274 SH
MCCORMICK & CO INC	COM NON VTG	$1.3M	0.3%Prev: 0.2%	17,166 SH	Increased+3,270 SH
MCCORMICK & CO INC	COM VTG	$215K	0.1%	2,846 SH	New
MCDONALDS CORP	COM	$1.9M	0.5%Prev: 0.5%	6,505 SH	Decreased+60 SH
MEDPACE HLDGS INC	COM	$268K	0.1%Prev: 0.1%	855 SH	Decreased
MERCK & CO INC	COM	$3.8M	0.9%Prev: 1.3%	47,412 SH	Decreased+500 SH
META PLATFORMS INC	CL A	$731K	0.2%Prev: 0.1%	991 SH	Increased-66 SH
MICRON TECHNOLOGY INC	COM	$410K	0.1%Prev: 0.1%	3,325 SH	Decreased+1,640 SH
MICROSOFT CORP	COM	$31.5M	7.6%Prev: 5.4%	63,346 SH	Increased+1,781 SH
MODERNA INC	COM	$249K	0.1%	9,035 SH	New
MONDELEZ INTL INC	CL A	$432K	0.1%	6,400 SH	New
MOODYS CORP	COM	$218K	0.1%	435 SH	New
MORGAN STANLEY	COM NEW	$391K	0.1%Prev: 0.1%	2,774 SH	Decreased
NEWMONT CORP	COM	$825K	0.2%Prev: 0.3%	14,169 SH	Decreased+3,700 SH
NEXTERA ENERGY INC	COM	$799K	0.2%Prev: 0.2%	11,508 SH	Decreased+149 SH
NOVARTIS AG	SPONSORED ADR	$2.2M	0.5%Prev: 0.5%	18,127 SH	Increased+4,292 SH
NOVO-NORDISK A S	ADR	$5.2M	1.2%Prev: 0.4%	75,012 SH	Increased+31,471 SH
NVIDIA CORPORATION	COM	$12.1M	2.9%Prev: 2.9%	76,273 SH	Decreased+4,928 SH
ONEOK INC NEW	COM	$5.4M	1.3%Prev: 1.3%	66,345 SH	Increased+6,919 SH
ORACLE CORP	COM	$1.6M	0.4%Prev: 0.2%	7,201 SH	Increased+1,070 SH
OREILLY AUTOMOTIVE INC	COM	$1.2M	0.3%Prev: 0.3%	13,350 SH	Decreased+85 SH
OTIS WORLDWIDE CORP	COM	$4.9M	1.2%Prev: 0.3%	49,286 SH	Increased+34,960 SH
PALO ALTO NETWORKS INC	COM	$6.6M	1.6%Prev: 1.3%	32,335 SH	Increased-2,121 SH
PEPSICO INC	COM	$2.9M	0.7%Prev: 0.7%	21,688 SH	Decreased+2,211 SH
PFIZER INC	COM	$331K	0.1%Prev: 0.1%	13,653 SH	Increased+4,532 SH
PHILIP MORRIS INTL INC	COM	$888K	0.2%Prev: 0.2%	4,875 SH	Increased+282 SH
PHILLIPS 66	COM	$286K	0.1%Prev: 0.1%	2,400 SH	Decreased-100 SH
PROCTER AND GAMBLE CO	COM	$7.1M	1.7%	44,862 SH	New
PROGRESSIVE CORP	COM	$8.8M	2.1%Prev: 1.5%	33,044 SH	Increased+880 SH
QUALCOMM INC	COM	$535K	0.1%Prev: 0.1%	3,362 SH	Increased+1,147 SH
QUANTA SVCS INC	COM	$319K	0.1%Prev: 0.1%	844 SH	Decreased-7 SH
ROSS STORES INC	COM	$945K	0.2%Prev: 0.4%	7,406 SH	Decreased+245 SH
ROYAL CARIBBEAN GROUP	COM	$726K	0.2%Prev: 0.1%	2,319 SH	Increased+25 SH
RPM INTL INC	COM	$456K	0.1%Prev: 0.1%	4,150 SH	Increased
RTX CORPORATION	COM	$2.0M	0.5%Prev: 0.6%	13,525 SH	Decreased+13 SH
SAIA INC	COM	$225K	0.1%Prev: 0.1%	820 SH	Decreased
SALESFORCE INC	COM	$1.1M	0.3%Prev: 0.1%	4,170 SH	Increased+1,805 SH
SCHLUMBERGER LTD	COM STK	$324K	0.1%	9,592 SH	New
SHELL PLC	SPON ADS	$1.4M	0.3%Prev: 0.4%	19,409 SH	Decreased+720 SH
SHERWIN WILLIAMS CO	COM	$696K	0.2%Prev: 0.2%	2,028 SH	Increased-5 SH
SIMPSON MFG INC	COM	$1.9M	0.4%Prev: 0.2%	11,995 SH	Increased+7,029 SH
SOUTHERN CO	COM	$1.5M	0.4%Prev: 0.4%	16,401 SH	Decreased-866 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$529K	0.1%	1,201 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$254K	0.1%	411 SH	New
STARBUCKS CORP	COM	$318K	0.1%Prev: 0.1%	3,472 SH	Increased+500 SH
STERIS PLC	SHS USD	$900K	0.2%Prev: 0.6%	3,746 SH	Decreased-7,935 SH
STRYKER CORPORATION	COM	$645K	0.2%Prev: 0.1%	1,630 SH	Increased+160 SH
SYSCO CORP	COM	$871K	0.2%Prev: 0.2%	11,502 SH	Increased
TARGET CORP	COM	$872K	0.2%Prev: 0.1%	8,838 SH	Increased+3,862 SH
TEXAS INSTRS INC	COM	$7.8M	1.9%Prev: 1.7%	37,724 SH	Increased+945 SH
TEXAS PACIFIC LAND CORPORATI	COM	$4.8M	1.2%Prev: 1.4%	4,535 SH	Decreased-8,040 SH
THE CIGNA GROUP	COM	$947K	0.2%Prev: 0.2%	2,864 SH	Increased
THERMO FISHER SCIENTIFIC INC	COM	$1.8M	0.4%Prev: 0.4%	4,370 SH	Decreased+662 SH
TJX COS INC NEW	COM	$6.1M	1.5%Prev: 1.8%	49,056 SH	Decreased+2,357 SH
TORO CO	COM	$224K	0.1%Prev: 0.1%	3,175 SH	Decreased
TOTALENERGIES SE	SPONSORED ADS	$1.3M	0.3%	21,930 SH	New
TRANSOCEAN LTD	REGISTERED SHS	$38K	0.0%Prev: 0.0%	14,500 SH	Decreased-1,000 SH
UNION PAC CORP	COM	$1.8M	0.4%Prev: 0.5%	7,753 SH	Decreased-1,272 SH
UNITED PARCEL SERVICE INC	CL B	$245K	0.1%	2,425 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.8M	0.4%Prev: 0.4%	6,003 SH	Decreased+62 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$311K	0.1%Prev: 0.1%	1,521 SH	Decreased
VERALTO CORP	COM SHS	$432K	0.1%Prev: 0.1%	4,280 SH	Increased+134 SH
VERISIGN INC	COM	$638K	0.2%Prev: 0.1%	2,210 SH	Increased-5 SH
VERIZON COMMUNICATIONS INC	COM	$669K	0.2%Prev: 0.2%	15,450 SH	Decreased+698 SH
VERTEX PHARMACEUTICALS INC	COM	$2.5M	0.6%Prev: 0.2%	5,608 SH	Increased+3,545 SH
VISA INC	COM CL A	$9.9M	2.4%Prev: 1.9%	27,926 SH	Increased+1,236 SH
WASTE MGMT INC DEL	COM	$297K	0.1%Prev: 0.1%	1,300 SH	Decreased
WATERS CORP	COM	$281K	0.1%Prev: 0.1%	805 SH	Increased+25 SH
WATSCO INC	COM	$7.6M	1.8%Prev: 1.4%	17,234 SH	Increased+942 SH
WELLS FARGO CO NEW	COM	$329K	0.1%	4,101 SH	New
ZOETIS INC	CL A	$279K	0.1%	1,788 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $811K
AIR PRODUCTS AND CHEMICALS I — $751K
AMERICAN ELEC PWR CO INC — $203K
AMPHENOL CORP — $280K
AMRIZE LTD — $4.4M
ASML HLDG NV — $7.5M
BANK MONTREAL MEDIUM — $651K
BANK NOVA SCOTIA B C — $1.9M
CHEVRON CORPORATION — $7.6M
CHUBB LTD SWITZ — $5.4M
COMFORT SYS USA INC — $666K
COSTCO WHOLESALE CORPORATION — $14.0M
DANAHER CORP DEL — $1.0M
DOMINOS PIZZA INC — $364K
EXPEDITORS INTL WASH INC — $226K
FIRST SOLAR INC — $220K
GENERAL MILLS INC — $207K
ISHARES TR — $1.2M
ISHARES TR — $1.5M
ISHARES TR — $916K
… and 18 more

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