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: $428.1M6 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	$1.7M	0.4%	12,456 SH	New
ABBVIE INC	COM	$2.5M	0.6%Prev: 0.6%	10,684 SH	Decreased-1,212 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$5.5M	1.3%Prev: 0.3%	22,439 SH	Increased+10,081 SH
ADOBE INC	COM	$592K	0.1%Prev: 0.1%	1,677 SH	Increased+423 SH
ADVANCED MICRO DEVICES INC	COM	$741K	0.2%Prev: 0.6%	4,580 SH	Decreased
AFLAC INC	COM	$822K	0.2%Prev: 0.2%	7,360 SH	Decreased+200 SH
AIR PRODS & CHEMS INC	COM	$797K	0.2%	2,921 SH	New
ALPHABET INC	CAP STK CL A	$14.8M	3.4%Prev: 4.1%	60,757 SH	Decreased+6,018 SH
ALPHABET INC	CAP STK CL C	$3.7M	0.9%Prev: 1.1%	15,097 SH	Decreased-275 SH
ALTRIA GROUP INC	COM	$1.4M	0.3%Prev: 0.3%	20,845 SH	Decreased
AMAZON COM INC	COM	$10.7M	2.5%Prev: 2.4%	48,955 SH	Decreased+1,606 SH
AMERICAN EXPRESS CO	COM	$1.3M	0.3%Prev: 0.3%	4,036 SH	Increased+146 SH
AMGEN INC	COM	$4.7M	1.1%Prev: 1.2%	16,479 SH	Decreased+1,245 SH
AMPHENOL CORP NEW	CL A	$272K	0.1%	2,200 SH	New
AMRIZE LTD	SHS	$4.1M	1.0%Prev: 0.9%	84,304 SH	Decreased+3,620 SH
APPLE INC	COM	$22.0M	5.1%Prev: 5.1%	86,543 SH	Decreased+3,481 SH
APPLIED MATLS INC	COM	$1.5M	0.4%Prev: 1.1%	7,366 SH	Decreased
ASML HOLDING N V	N Y REGISTRY SHS	$5.8M	1.4%	5,995 SH	New
AT&T INC	COM	$1.2M	0.3%Prev: 0.2%	42,388 SH	Increased+481 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.8M	0.4%Prev: 0.3%	6,218 SH	Increased-905 SH
BANK AMERICA CORP	COM	$219K	0.1%	4,250 SH	New
BANK MONTREAL QUE	COM	$714K	0.2%	5,485 SH	New
BANK NOVA SCOTIA HALIFAX	COM	$2.0M	0.5%	30,205 SH	New
BERKLEY W R CORP	COM	$214K	0.1%	2,797 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$465K	0.1%Prev: 0.2%	925 SH	Decreased-884 SH
BRISTOL-MYERS SQUIBB CO	COM	$746K	0.2%Prev: 0.2%	16,551 SH	Decreased-678 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$1.3M	0.3%Prev: 0.3%	25,000 SH	Decreased
BROADCOM INC	COM	$1.3M	0.3%Prev: 0.3%	4,067 SH	Decreased-45 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$349K	0.1%Prev: 0.0%	1,465 SH	Increased
BROOKFIELD INFRASTRUCTURE CO	COM SUB VTG A	$3.3M	0.8%Prev: 0.6%	80,210 SH	Increased+9,173 SH
CAMDEN NATL CORP	COM	$310K	0.1%	8,026 SH	New
CAMECO CORP	COM	$4.1M	1.0%Prev: 0.9%	49,219 SH	Decreased+7,380 SH
CATERPILLAR INC	COM	$7.9M	1.8%Prev: 3.5%	16,581 SH	Decreased+954 SH
CENTRUS ENERGY CORP	CL A	$3.4M	0.8%Prev: 0.3%	10,825 SH	Increased+1,765 SH
CHEVRON CORP NEW	COM	$6.0M	1.4%	38,785 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$237K	0.1%Prev: 0.0%	6,050 SH	Increased
CHUBB LIMITED	COM	$5.0M	1.2%Prev: 1.1%	17,748 SH	Decreased+2,049 SH
CHURCH & DWIGHT CO INC	COM	$579K	0.1%Prev: 0.1%	6,602 SH	Increased+3,616 SH
CITIZENS FINL GROUP INC	COM	$246K	0.1%Prev: 0.1%	4,624 SH	Decreased+250 SH
CME GROUP INC	COM	$263K	0.1%Prev: 0.0%	975 SH	Increased-57 SH
COCA COLA CO	COM	$2.6M	0.6%Prev: 0.7%	38,833 SH	Decreased-1,590 SH
COCA-COLA EUROPACIFIC PARTNE	SHS	$1.4M	0.3%Prev: 0.3%	15,125 SH	Decreased+700 SH
COGENT COMMUNICATIONS HLDGS	COM NEW	$1.7M	0.4%	44,259 SH	New
COLGATE PALMOLIVE CO	COM	$322K	0.1%Prev: 0.1%	4,030 SH	Increased+1,195 SH
COMFORT SYS USA INC	COM	$428K	0.1%Prev: 0.2%	519 SH	Decreased+65 SH
CONOCOPHILLIPS	COM	$469K	0.1%Prev: 0.1%	4,960 SH	Decreased
CONSOLIDATED EDISON INC	COM	$455K	0.1%Prev: 0.1%	4,525 SH	Increased+448 SH
CONSTELLATION ENERGY CORP	COM	$231K	0.1%	703 SH	New
COPART INC	COM	$319K	0.1%	7,090 SH	New
CORNING INC	COM	$610K	0.1%Prev: 0.3%	7,440 SH	Decreased+1,040 SH
CORTEVA INC	COM	$315K	0.1%Prev: 0.1%	4,652 SH	Increased+1,678 SH
COSTCO WHSL CORP NEW	COM	$13.6M	3.2%	14,687 SH	New
CRISPR THERAPEUTICS AG	NAMEN AKT	$1.6M	0.4%Prev: 0.3%	25,198 SH	Increased+1,400 SH
CROWN CASTLE INC	COM	$829K	0.2%Prev: 0.1%	8,591 SH	Increased+1,395 SH
CUMMINS INC	COM	$2.3M	0.5%Prev: 0.7%	5,502 SH	Decreased+1,085 SH
CVS HEALTH CORP	COM	$229K	0.1%Prev: 0.1%	3,039 SH	Decreased
DANAHER CORPORATION	COM	$1.1M	0.3%	5,652 SH	New
DEERE & CO	COM	$418K	0.1%Prev: 0.1%	913 SH	Decreased
DISNEY WALT CO	COM	$664K	0.2%Prev: 0.1%	5,800 SH	Increased-382 SH
DOVER CORP	COM	$202K	0.0%Prev: 0.1%	1,212 SH	Decreased
DUKE ENERGY CORP NEW	COM NEW	$2.1M	0.5%Prev: 0.4%	17,109 SH	Increased+1,046 SH
DUPONT DE NEMOURS INC	COM	$631K	0.1%	8,095 SH	New
ELI LILLY & CO	COM	$5.3M	1.2%Prev: 1.7%	6,995 SH	Decreased+268 SH
EMERSON ELEC CO	COM	$2.3M	0.5%Prev: 0.5%	17,649 SH	Decreased+300 SH
ENTERPRISE PRODS PARTNERS L	COM	$723K	0.2%Prev: 0.2%	23,127 SH	Decreased-1,000 SH
EQUIFAX INC	COM	$247K	0.1%	964 SH	New
EQUINOR ASA	SPONSORED ADR	$1.4M	0.3%Prev: 0.4%	55,396 SH	Decreased+600 SH
EVEREST GROUP LTD	COM	$823K	0.2%	2,350 SH	New
EXXON MOBIL CORP	COM	$10.0M	2.3%	89,114 SH	New
FAIR ISAAC CORP	COM	$1.4M	0.3%Prev: 0.2%	925 SH	Increased+9 SH
FASTENAL CO	COM	$245K	0.1%Prev: 0.1%	4,988 SH	Decreased-192 SH
FEDERAL AGRIC MTG CORP	CL C	$255K	0.1%Prev: 0.1%	1,520 SH	Decreased
FORTINET INC	COM	$268K	0.1%Prev: 0.1%	3,190 SH	Decreased
FURY GOLD MINES LIMITED	COM	$7K	0.0%	11,000 SH	New
GE AEROSPACE	COM NEW	$2.6M	0.6%Prev: 0.7%	8,583 SH	Decreased+133 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$244K	0.1%	3,255 SH	New
GE VERNOVA INC	COM	$1.3M	0.3%Prev: 0.5%	2,150 SH	Decreased+33 SH
GENERAL MLS INC	COM	$297K	0.1%	5,898 SH	New
GILEAD SCIENCES INC	COM	$507K	0.1%Prev: 0.1%	4,565 SH	Decreased+400 SH
GSK PLC	SPONSORED ADR	$387K	0.1%Prev: 0.1%	8,964 SH	Decreased+694 SH
GXO LOGISTICS INCORPORATED	COMMON STOCK	$263K	0.1%	4,968 SH	New
HENRY JACK & ASSOC INC	COM	$308K	0.1%Prev: 0.1%	2,071 SH	Increased+120 SH
HERSHEY CO	COM	$608K	0.1%Prev: 0.1%	3,250 SH	Increased+100 SH
HOME DEPOT INC	COM	$1.7M	0.4%Prev: 0.3%	4,106 SH	Increased-275 SH
HONEYWELL INTL INC	COM	$2.2M	0.5%	10,542 SH	New
IDEXX LABS INC	COM	$342K	0.1%Prev: 0.1%	535 SH	Increased-12 SH
ILLINOIS TOOL WKS INC	COM	$1.0M	0.2%Prev: 0.2%	3,875 SH	Increased+347 SH
INTEL CORP	COM	$484K	0.1%Prev: 0.4%	14,416 SH	Decreased+1,990 SH
INTERCONTINENTAL EXCHANGE IN	COM	$379K	0.1%Prev: 0.1%	2,248 SH	Increased-825 SH
INTERNATIONAL BUSINESS MACHS	COM	$3.3M	0.8%Prev: 0.6%	11,740 SH	Increased+1,035 SH
INTUITIVE SURGICAL INC	COM NEW	$469K	0.1%Prev: 0.1%	1,048 SH	Increased-85 SH
INVESCO QQQ TR	UNIT SER 1	$1.8M	0.4%Prev: 0.4%	2,943 SH	Decreased+179 SH
ISHARES TR	CORE S&P MCP ETF	$982K	0.2%Prev: 0.2%	15,040 SH	Decreased+37 SH
ISHARES TR	CORE S&P SCP ETF	$1.0M	0.2%Prev: 0.3%	8,606 SH	Decreased+272 SH
ISHARES TR	CORE S&P500 ETF	$4.0M	0.9%Prev: 1.1%	5,908 SH	Decreased-1,068 SH
ISHARES TR	ISHS 1-5YR INVS	$212K	0.0%Prev: 0.0%	4,000 SH	Increased
ISHARES TR	MSCI EAFE ETF	$388K	0.1%Prev: 0.1%	4,158 SH	Decreased-765 SH
ISHARES TR	PFD AND INCM SEC	$1.1M	0.3%Prev: 0.2%	33,864 SH	Increased+1,500 SH
ISHARES TR	RUSSELL 3000 ETF	$14.1M	3.3%Prev: 3.3%	37,265 SH	Decreased+318 SH
JOHNSON & JOHNSON	COM	$7.0M	1.6%Prev: 2.0%	37,904 SH	Decreased+611 SH
JPMORGAN CHASE & CO.	COM	$14.4M	3.4%	45,496 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$833K	0.2%Prev: 0.2%	2,728 SH	Increased+29 SH
LABCORP HOLDINGS INC	COM SHS	$329K	0.1%Prev: 0.1%	1,145 SH	Increased
LAM RESEARCH CORP	COM NEW	$435K	0.1%Prev: 0.3%	3,250 SH	Decreased
LANDBRIDGE COMPANY LLC	CL A	$1.9M	0.4%Prev: 0.5%	36,092 SH	Decreased+7,210 SH
LAUDER ESTEE COS INC	CL A	$206K	0.0%	2,341 SH	New
LINDE PLC	SHS	$6.0M	1.4%Prev: 1.3%	12,563 SH	Decreased+588 SH
LOCKHEED MARTIN CORP	COM	$265K	0.1%Prev: 0.1%	530 SH	Increased+30 SH
LOWES COS INC	COM	$492K	0.1%Prev: 0.1%	1,958 SH	Increased
MARATHON PETE CORP	COM	$308K	0.1%Prev: 0.1%	1,600 SH	Decreased+250 SH
MARRIOTT INTL INC NEW	CL A	$806K	0.2%Prev: 0.2%	3,095 SH	Decreased+490 SH
MARSH & MCLENNAN COS INC	COM	$7.6M	1.8%Prev: 1.1%	37,477 SH	Increased+5,380 SH
MASTERCARD INCORPORATED	CL A	$704K	0.2%Prev: 0.1%	1,237 SH	Increased+193 SH
MCCORMICK & CO INC	COM NON VTG	$1.1M	0.3%Prev: 0.1%	16,572 SH	Increased+6,241 SH
MCDONALDS CORP	COM	$2.0M	0.5%Prev: 0.4%	6,505 SH	Increased-25 SH
MEDPACE HLDGS INC	COM	$440K	0.1%Prev: 0.1%	855 SH	Decreased
MERCK & CO INC	COM	$3.9M	0.9%Prev: 1.3%	46,687 SH	Decreased-225 SH
META PLATFORMS INC	CL A	$728K	0.2%Prev: 0.1%	991 SH	Increased-66 SH
MICRON TECHNOLOGY INC	COM	$540K	0.1%Prev: 0.4%	3,225 SH	Decreased+1,560 SH
MICROSOFT CORP	COM	$32.5M	7.6%Prev: 4.9%	62,734 SH	Increased+369 SH
MODERNA INC	COM	$233K	0.1%Prev: 0.1%	9,035 SH	Decreased+4,700 SH
MOODYS CORP	COM	$207K	0.0%	435 SH	New
MORGAN STANLEY	COM NEW	$441K	0.1%Prev: 0.1%	2,774 SH	Decreased
NEWMONT CORP	COM	$1.1M	0.3%Prev: 0.2%	13,169 SH	Increased+2,950 SH
NEXTERA ENERGY INC	COM	$869K	0.2%Prev: 0.2%	11,508 SH	Decreased+439 SH
NOVARTIS AG	SPONSORED ADR	$2.2M	0.5%Prev: 0.5%	17,212 SH	Decreased+627 SH
NOVO-NORDISK A S	ADR	$4.2M	1.0%Prev: 0.5%	74,995 SH	Increased+24,584 SH
NVIDIA CORPORATION	COM	$13.9M	3.2%Prev: 2.9%	74,393 SH	Increased+5,116 SH
ONEOK INC NEW	COM	$4.8M	1.1%Prev: 1.2%	65,248 SH	Decreased+2,207 SH
ORACLE CORP	COM	$1.9M	0.4%Prev: 0.2%	6,727 SH	Increased+1,056 SH
OREILLY AUTOMOTIVE INC	COM	$1.4M	0.3%Prev: 0.3%	13,350 SH	Increased+85 SH
OTIS WORLDWIDE CORP	COM	$3.7M	0.9%Prev: 0.2%	40,891 SH	Increased+29,915 SH
PALO ALTO NETWORKS INC	COM	$6.9M	1.6%Prev: 2.4%	33,926 SH	Decreased+152 SH
PEPSICO INC	COM	$3.1M	0.7%Prev: 0.5%	21,914 SH	Increased+2,749 SH
PFIZER INC	COM	$232K	0.1%Prev: 0.0%	9,121 SH	Increased
PHILIP MORRIS INTL INC	COM	$791K	0.2%Prev: 0.2%	4,875 SH	Decreased+307 SH
PHILLIPS 66	COM	$326K	0.1%Prev: 0.1%	2,400 SH	Decreased-100 SH
PROCTER AND GAMBLE CO	COM	$6.4M	1.5%	41,603 SH	New
PROGRESSIVE CORP	COM	$8.1M	1.9%Prev: 1.8%	32,920 SH	Decreased-6,088 SH
QUALCOMM INC	COM	$468K	0.1%Prev: 0.1%	2,815 SH	Increased+600 SH
QUANTA SVCS INC	COM	$350K	0.1%Prev: 0.1%	844 SH	Decreased-7 SH
ROSS STORES INC	COM	$1.1M	0.3%Prev: 0.3%	7,276 SH	Decreased+115 SH
ROYAL CARIBBEAN GROUP	COM	$750K	0.2%Prev: 0.2%	2,319 SH	Increased+25 SH
RPM INTL INC	COM	$489K	0.1%Prev: 0.1%	4,150 SH	Increased
RTX CORPORATION	COM	$2.3M	0.5%Prev: 0.5%	13,552 SH	Decreased+156 SH
SAIA INC	COM	$245K	0.1%Prev: 0.1%	820 SH	Decreased
SALESFORCE INC	COM	$1.0M	0.2%Prev: 0.1%	4,283 SH	Increased+2,115 SH
SCHLUMBERGER LTD	COM STK	$323K	0.1%	9,392 SH	New
SHELL PLC	SPON ADS	$1.4M	0.3%Prev: 0.3%	19,409 SH	Decreased+720 SH
SHERWIN WILLIAMS CO	COM	$702K	0.2%Prev: 0.1%	2,028 SH	Increased-5 SH
SIMPSON MFG INC	COM	$832K	0.2%Prev: 0.2%	4,970 SH	Decreased+69 SH
SOUTHERN CO	COM	$1.6M	0.4%Prev: 0.3%	16,437 SH	Decreased-680 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$557K	0.1%	1,201 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$234K	0.1%	352 SH	New
STARBUCKS CORP	COM	$273K	0.1%Prev: 0.1%	3,222 SH	Decreased+250 SH
STERIS PLC	SHS USD	$1.2M	0.3%Prev: 0.5%	4,669 SH	Decreased-6,797 SH
STRYKER CORPORATION	COM	$603K	0.1%Prev: 0.1%	1,630 SH	Increased+160 SH
SYSCO CORP	COM	$947K	0.2%Prev: 0.2%	11,502 SH	Increased+750 SH
TARGET CORP	COM	$465K	0.1%Prev: 0.1%	5,181 SH	Decreased+205 SH
TECK RESOURCES LTD	CL B	$309K	0.1%Prev: 0.1%	7,050 SH	Decreased-4,000 SH
TEXAS INSTRS INC	COM	$6.9M	1.6%Prev: 2.1%	37,724 SH	Decreased+3,662 SH
TEXAS PACIFIC LAND CORPORATI	COM	$4.3M	1.0%Prev: 1.2%	4,635 SH	Decreased-8,784 SH
THE CIGNA GROUP	COM	$826K	0.2%Prev: 0.2%	2,864 SH	Increased+150 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.8M	0.4%Prev: 0.4%	3,692 SH	Decreased+117 SH
TJX COS INC NEW	COM	$7.1M	1.7%Prev: 1.6%	48,931 SH	Decreased-608 SH
TORO CO	COM	$242K	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	$45K	0.0%Prev: 0.0%	14,500 SH	Decreased-1,000 SH
UNION PAC CORP	COM	$2.0M	0.5%Prev: 0.5%	8,548 SH	Decreased-587 SH
UNITED PARCEL SERVICE INC	CL B	$203K	0.0%	2,425 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$2.0M	0.5%Prev: 0.5%	5,973 SH	Decreased+32 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$328K	0.1%Prev: 0.1%	1,521 SH	Decreased
VERALTO CORP	COM SHS	$452K	0.1%Prev: 0.1%	4,236 SH	Increased+239 SH
VERISIGN INC	COM	$618K	0.1%Prev: 0.1%	2,210 SH	Increased-5 SH
VERIZON COMMUNICATIONS INC	COM	$666K	0.2%Prev: 0.1%	15,150 SH	Increased+398 SH
VERTEX PHARMACEUTICALS INC	COM	$816K	0.2%Prev: 0.1%	2,083 SH	Increased+920 SH
VISA INC	COM CL A	$9.5M	2.2%Prev: 1.9%	27,706 SH	Increased+2,091 SH
WASTE MGMT INC DEL	COM	$287K	0.1%Prev: 0.1%	1,300 SH	Decreased
WATERS CORP	COM	$234K	0.1%Prev: 0.1%	780 SH	Decreased
WATSCO INC	COM	$6.8M	1.6%Prev: 1.4%	16,862 SH	Decreased+468 SH
WEC ENERGY GROUP INC	COM	$208K	0.0%Prev: 0.0%	1,812 SH	Decreased
WELLS FARGO CO NEW	COM	$344K	0.1%	4,101 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$202K	0.0%Prev: 0.0%	2,270 SH	Decreased
ZOETIS INC	CL A	$247K	0.1%	1,688 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $717K
AIR PRODUCTS AND CHEMICALS I — $746K
AKAMAI TECHNOLOGIES INC — $256K
AMERICAN ELEC PWR CO INC — $205K
AMPHENOL CORP — $391K
ASML HLDG NV — $11.0M
BANK MONTREAL MEDIUM — $850K
BANK NOVA SCOTIA B C — $2.6M
CHEVRON CORPORATION — $5.9M
CISCO SYS INC — $288K
COSTCO WHOLESALE CORPORATION — $12.9M
DANAHER CORP DEL — $978K
DOMINION ENERGY INC — $208K
DOMINOS PIZZA INC — $244K
DUPONT DE NEMOURS INC — $365K
EXPEDITORS INTL WASH INC — $257K
EXXONMOBIL HOLDINGS CORP COM SHS — $12.3M
FIRST SOLAR INC — $263K
ISHARES TR — $2.0M
ISHARES TR — $214K
… and 20 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