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: $431.8M6 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$1.4M	0.3%Prev: 0.3%	9,001 SH	Increased-100 SH
ABBOTT LABS	COM	$1.6M	0.4%Prev: 0.4%	12,456 SH	Decreased
ABBVIE INC	COM	$2.4M	0.6%Prev: 0.6%	10,679 SH	Decreased-5 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$5.8M	1.3%Prev: 1.3%	21,603 SH	Increased-836 SH
ADOBE INC	COM	$554K	0.1%Prev: 0.1%	1,584 SH	Decreased-93 SH
ADVANCED MICRO DEVICES INC	COM	$981K	0.2%Prev: 0.2%	4,580 SH	Increased
AFLAC INC	COM	$806K	0.2%Prev: 0.2%	7,308 SH	Decreased-52 SH
AIR PRODS & CHEMS INC	COM	$644K	0.1%Prev: 0.2%	2,608 SH	Decreased-313 SH
AKAMAI TECHNOLOGIES INC	COM	$203K	0.0%	2,326 SH	New
ALPHABET INC	CAP STK CL A	$18.5M	4.3%Prev: 3.4%	59,081 SH	Increased-1,676 SH
ALPHABET INC	CAP STK CL C	$4.9M	1.1%Prev: 0.9%	15,647 SH	Increased+550 SH
ALTRIA GROUP INC	COM	$1.2M	0.3%Prev: 0.3%	20,845 SH	Decreased
AMAZON COM INC	COM	$11.4M	2.6%Prev: 2.5%	49,352 SH	Increased+397 SH
AMERICAN EXPRESS CO	COM	$1.5M	0.3%Prev: 0.3%	4,016 SH	Increased-20 SH
AMGEN INC	COM	$5.3M	1.2%Prev: 1.1%	16,050 SH	Increased-429 SH
AMPHENOL CORP NEW	CL A	$300K	0.1%Prev: 0.1%	2,220 SH	Increased+20 SH
AMRIZE LTD	SHS	$4.5M	1.0%Prev: 1.0%	83,171 SH	Increased-1,133 SH
APPLE INC	COM	$23.1M	5.4%Prev: 5.1%	85,151 SH	Increased-1,392 SH
APPLIED MATLS INC	COM	$1.9M	0.4%Prev: 0.4%	7,366 SH	Increased
ASML HOLDING N V	N Y REGISTRY SHS	$6.4M	1.5%Prev: 1.4%	6,012 SH	Increased+17 SH
AT&T INC	COM	$1.1M	0.2%Prev: 0.3%	42,288 SH	Decreased-100 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.6M	0.4%Prev: 0.4%	6,218 SH	Decreased
BANK AMERICA CORP	COM	$234K	0.1%Prev: 0.1%	4,250 SH	Increased
BANK MONTREAL QUE	COM	$712K	0.2%Prev: 0.2%	5,485 SH	Decreased
BANK NOVA SCOTIA HALIFAX	COM	$2.2M	0.5%Prev: 0.5%	30,005 SH	Increased-200 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$532K	0.1%Prev: 0.1%	1,059 SH	Increased+134 SH
BRISTOL-MYERS SQUIBB CO	COM	$893K	0.2%Prev: 0.2%	16,551 SH	Increased
BRITISH AMERN TOB PLC	SPONSORED ADR	$1.4M	0.3%Prev: 0.3%	25,000 SH	Increased
BROADCOM INC	COM	$1.4M	0.3%Prev: 0.3%	4,112 SH	Increased+45 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$327K	0.1%Prev: 0.1%	1,465 SH	Decreased
BROOKFIELD INFRASTRUCTURE CO	COM SUB VTG A	$3.6M	0.8%Prev: 0.8%	78,720 SH	Increased-1,490 SH
CAMECO CORP	COM	$4.1M	1.0%Prev: 1.0%	45,053 SH	Decreased-4,166 SH
CATERPILLAR INC	COM	$9.3M	2.2%Prev: 1.8%	16,321 SH	Increased-260 SH
CENTRUS ENERGY CORP	CL A	$2.4M	0.6%Prev: 0.8%	10,087 SH	Decreased-738 SH
CHEVRON CORP NEW	COM	$5.8M	1.3%Prev: 1.4%	37,768 SH	Decreased-1,017 SH
CHIPOTLE MEXICAN GRILL INC	COM	$224K	0.1%Prev: 0.1%	6,050 SH	Decreased
CHUBB LIMITED	COM	$5.2M	1.2%Prev: 1.2%	16,750 SH	Increased-998 SH
CHURCH & DWIGHT CO INC	COM	$308K	0.1%Prev: 0.1%	3,676 SH	Decreased-2,926 SH
CITIZENS FINL GROUP INC	COM	$270K	0.1%Prev: 0.1%	4,624 SH	Increased
CME GROUP INC	COM	$282K	0.1%Prev: 0.1%	1,032 SH	Increased+57 SH
COCA COLA CO	COM	$2.7M	0.6%Prev: 0.6%	38,833 SH	Increased
COCA-COLA EUROPACIFIC PARTNE	SHS	$1.4M	0.3%Prev: 0.3%	14,925 SH	Decreased-200 SH
COLGATE PALMOLIVE CO	COM	$270K	0.1%Prev: 0.1%	3,417 SH	Decreased-613 SH
COMFORT SYS USA INC	COM	$488K	0.1%Prev: 0.1%	523 SH	Increased+4 SH
CONOCOPHILLIPS	COM	$464K	0.1%Prev: 0.1%	4,960 SH	Decreased
CONSOLIDATED EDISON INC	COM	$449K	0.1%Prev: 0.1%	4,525 SH	Decreased
CONSTELLATION ENERGY CORP	COM	$262K	0.1%Prev: 0.1%	743 SH	Increased+40 SH
COPART INC	COM	$279K	0.1%Prev: 0.1%	7,130 SH	Decreased+40 SH
CORNING INC	COM	$651K	0.2%Prev: 0.1%	7,440 SH	Increased
CORTEVA INC	COM	$312K	0.1%Prev: 0.1%	4,652 SH	Decreased
COSTCO WHSL CORP NEW	COM	$12.5M	2.9%Prev: 3.2%	14,448 SH	Decreased-239 SH
CRISPR THERAPEUTICS AG	NAMEN AKT	$1.3M	0.3%Prev: 0.4%	25,033 SH	Decreased-165 SH
CROWN CASTLE INC	COM	$681K	0.2%Prev: 0.2%	7,661 SH	Decreased-930 SH
CUMMINS INC	COM	$2.7M	0.6%Prev: 0.5%	5,202 SH	Increased-300 SH
CVS HEALTH CORP	COM	$241K	0.1%Prev: 0.1%	3,039 SH	Increased
DANAHER CORPORATION	COM	$1.3M	0.3%Prev: 0.3%	5,532 SH	Increased-120 SH
DEERE & CO	COM	$425K	0.1%Prev: 0.1%	913 SH	Increased
DISNEY WALT CO	COM	$652K	0.2%Prev: 0.2%	5,730 SH	Decreased-70 SH
DOVER CORP	COM	$237K	0.1%Prev: 0.0%	1,212 SH	Increased
DUKE ENERGY CORP NEW	COM NEW	$2.0M	0.5%Prev: 0.5%	16,890 SH	Decreased-219 SH
DUPONT DE NEMOURS INC	COM	$325K	0.1%Prev: 0.1%	8,095 SH	Decreased
ELI LILLY & CO	COM	$7.6M	1.8%Prev: 1.2%	7,059 SH	Increased+64 SH
EMERSON ELEC CO	COM	$2.3M	0.5%Prev: 0.5%	17,649 SH	Increased
ENTERPRISE PRODS PARTNERS L	COM	$741K	0.2%Prev: 0.2%	23,127 SH	Increased
EQUINOR ASA	SPONSORED ADR	$1.3M	0.3%Prev: 0.3%	54,796 SH	Decreased-600 SH
EVEREST GROUP LTD	COM	$764K	0.2%Prev: 0.2%	2,250 SH	Decreased-100 SH
EXPEDITORS INTL WASH INC	COM	$235K	0.1%	1,575 SH	New
EXXON MOBIL CORP	COM	$10.8M	2.5%Prev: 2.3%	89,521 SH	Increased+407 SH
FAIR ISAAC CORP	COM	$1.6M	0.4%Prev: 0.3%	921 SH	Increased-4 SH
FASTENAL CO	COM	$204K	0.0%Prev: 0.1%	5,088 SH	Decreased+100 SH
FEDERAL AGRIC MTG CORP	CL C	$267K	0.1%Prev: 0.1%	1,520 SH	Increased
FIRST SOLAR INC	COM	$460K	0.1%	1,760 SH	New
FORTINET INC	COM	$253K	0.1%Prev: 0.1%	3,190 SH	Decreased
GE AEROSPACE	COM NEW	$2.6M	0.6%Prev: 0.6%	8,583 SH	Increased
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$202K	0.0%Prev: 0.1%	2,464 SH	Decreased-791 SH
GE VERNOVA INC	COM	$1.4M	0.3%Prev: 0.3%	2,150 SH	Increased
GENERAL MLS INC	COM	$265K	0.1%Prev: 0.1%	5,698 SH	Decreased-200 SH
GILEAD SCIENCES INC	COM	$534K	0.1%Prev: 0.1%	4,350 SH	Increased-215 SH
GSK PLC	SPONSORED ADR	$418K	0.1%Prev: 0.1%	8,526 SH	Increased-438 SH
GXO LOGISTICS INCORPORATED	COMMON STOCK	$286K	0.1%Prev: 0.1%	5,436 SH	Increased+468 SH
HENRY JACK & ASSOC INC	COM	$378K	0.1%Prev: 0.1%	2,071 SH	Increased
HERSHEY CO	COM	$573K	0.1%Prev: 0.1%	3,150 SH	Decreased-100 SH
HOME DEPOT INC	COM	$1.4M	0.3%Prev: 0.4%	4,056 SH	Decreased-50 SH
HONEYWELL INTL INC	COM	$2.0M	0.5%Prev: 0.5%	10,452 SH	Decreased-90 SH
IDEXX LABS INC	COM	$370K	0.1%Prev: 0.1%	547 SH	Increased+12 SH
ILLINOIS TOOL WKS INC	COM	$768K	0.2%Prev: 0.2%	3,118 SH	Decreased-757 SH
INTEL CORP	COM	$532K	0.1%Prev: 0.1%	14,416 SH	Increased
INTERCONTINENTAL EXCHANGE IN	COM	$465K	0.1%Prev: 0.1%	2,873 SH	Increased+625 SH
INTERNATIONAL BUSINESS MACHS	COM	$3.2M	0.7%Prev: 0.8%	10,790 SH	Decreased-950 SH
INTUITIVE SURGICAL INC	COM NEW	$611K	0.1%Prev: 0.1%	1,078 SH	Increased+30 SH
INVESCO QQQ TR	UNIT SER 1	$1.8M	0.4%Prev: 0.4%	2,914 SH	Increased-29 SH
ISHARES TR	CORE S&P MCP ETF	$982K	0.2%Prev: 0.2%	14,880 SH	Increased-160 SH
ISHARES TR	CORE S&P SCP ETF	$1.0M	0.2%Prev: 0.2%	8,584 SH	Increased-22 SH
ISHARES TR	CORE S&P500 ETF	$3.9M	0.9%Prev: 0.9%	5,712 SH	Decreased-196 SH
ISHARES TR	ISHS 1-5YR INVS	$212K	0.0%Prev: 0.0%	4,000 SH	Decreased
ISHARES TR	MSCI EAFE ETF	$472K	0.1%Prev: 0.1%	4,918 SH	Increased+760 SH
ISHARES TR	PFD AND INCM SEC	$1.0M	0.2%Prev: 0.3%	33,864 SH	Decreased
ISHARES TR	RUSSELL 2000 ETF	$379K	0.1%	1,540 SH	New
ISHARES TR	RUSSELL 3000 ETF	$14.8M	3.4%Prev: 3.3%	38,324 SH	Increased+1,059 SH
JOHNSON & JOHNSON	COM	$7.8M	1.8%Prev: 1.6%	37,489 SH	Increased-415 SH
JPMORGAN CHASE & CO.	COM	$14.5M	3.4%Prev: 3.4%	45,093 SH	Increased-403 SH
L3HARRIS TECHNOLOGIES INC	COM	$854K	0.2%Prev: 0.2%	2,908 SH	Increased+180 SH
LABCORP HOLDINGS INC	COM SHS	$287K	0.1%Prev: 0.1%	1,145 SH	Decreased
LAM RESEARCH CORP	COM NEW	$556K	0.1%Prev: 0.1%	3,250 SH	Increased
LANDBRIDGE COMPANY LLC	CL A	$1.5M	0.3%Prev: 0.4%	29,644 SH	Decreased-6,448 SH
LAUDER ESTEE COS INC	CL A	$228K	0.1%Prev: 0.0%	2,181 SH	Increased-160 SH
LINDE PLC	SHS	$5.4M	1.2%Prev: 1.4%	12,572 SH	Decreased+9 SH
LOCKHEED MARTIN CORP	COM	$256K	0.1%Prev: 0.1%	530 SH	Decreased
LOWES COS INC	COM	$472K	0.1%Prev: 0.1%	1,958 SH	Decreased
MARATHON PETE CORP	COM	$230K	0.1%Prev: 0.1%	1,413 SH	Decreased-187 SH
MARRIOTT INTL INC NEW	CL A	$884K	0.2%Prev: 0.2%	2,849 SH	Increased-246 SH
MARSH & MCLENNAN COS INC	COM	$6.9M	1.6%Prev: 1.8%	37,168 SH	Decreased-309 SH
MASTERCARD INCORPORATED	CL A	$546K	0.1%Prev: 0.2%	956 SH	Decreased-281 SH
MCCORMICK & CO INC	COM NON VTG	$950K	0.2%Prev: 0.3%	13,946 SH	Decreased-2,626 SH
MCDONALDS CORP	COM	$2.0M	0.5%Prev: 0.5%	6,519 SH	Increased+14 SH
MEDPACE HLDGS INC	COM	$480K	0.1%Prev: 0.1%	855 SH	Increased
MERCK & CO INC	COM	$4.9M	1.1%Prev: 0.9%	46,962 SH	Increased+275 SH
META PLATFORMS INC	CL A	$654K	0.2%Prev: 0.2%	991 SH	Decreased
MICRON TECHNOLOGY INC	COM	$594K	0.1%Prev: 0.1%	2,082 SH	Increased-1,143 SH
MICROSOFT CORP	COM	$30.0M	6.9%Prev: 7.6%	61,975 SH	Decreased-759 SH
MODERNA INC	COM	$249K	0.1%Prev: 0.1%	8,435 SH	Increased-600 SH
MOODYS CORP	COM	$222K	0.1%Prev: 0.0%	435 SH	Increased
MORGAN STANLEY	COM NEW	$492K	0.1%Prev: 0.1%	2,774 SH	Increased
NETFLIX INC	COM	$2.4M	0.6%	25,937 SH	New
NEWMONT CORP	COM	$1.3M	0.3%Prev: 0.3%	12,669 SH	Increased-500 SH
NEXTERA ENERGY INC	COM	$936K	0.2%Prev: 0.2%	11,655 SH	Increased+147 SH
NOVARTIS AG	SPONSORED ADR	$2.4M	0.5%Prev: 0.5%	17,107 SH	Increased-105 SH
NOVO-NORDISK A S	ADR	$3.8M	0.9%Prev: 1.0%	73,898 SH	Decreased-1,097 SH
NVIDIA CORPORATION	COM	$13.5M	3.1%Prev: 3.2%	72,266 SH	Decreased-2,127 SH
ONEOK INC NEW	COM	$4.7M	1.1%Prev: 1.1%	64,055 SH	Decreased-1,193 SH
ORACLE CORP	COM	$1.3M	0.3%Prev: 0.4%	6,572 SH	Decreased-155 SH
OREILLY AUTOMOTIVE INC	COM	$1.2M	0.3%Prev: 0.3%	13,265 SH	Decreased-85 SH
OTIS WORLDWIDE CORP	COM	$1.5M	0.3%Prev: 0.9%	16,835 SH	Decreased-24,056 SH
PALO ALTO NETWORKS INC	COM	$6.4M	1.5%Prev: 1.6%	35,012 SH	Decreased+1,086 SH
PEPSICO INC	COM	$3.1M	0.7%Prev: 0.7%	21,292 SH	Decreased-622 SH
PFIZER INC	COM	$227K	0.1%Prev: 0.1%	9,121 SH	Decreased
PHILIP MORRIS INTL INC	COM	$785K	0.2%Prev: 0.2%	4,893 SH	Decreased+18 SH
PHILLIPS 66	COM	$310K	0.1%Prev: 0.1%	2,400 SH	Decreased
PROCTER AND GAMBLE CO	COM	$5.8M	1.4%Prev: 1.5%	40,762 SH	Decreased-841 SH
PROGRESSIVE CORP	COM	$7.5M	1.7%Prev: 1.9%	32,799 SH	Decreased-121 SH
QUALCOMM INC	COM	$482K	0.1%Prev: 0.1%	2,815 SH	Increased
QUANTA SVCS INC	COM	$359K	0.1%Prev: 0.1%	851 SH	Increased+7 SH
ROSS STORES INC	COM	$1.3M	0.3%Prev: 0.3%	7,276 SH	Increased
ROYAL CARIBBEAN GROUP	COM	$647K	0.1%Prev: 0.2%	2,319 SH	Decreased
RPM INTL INC	COM	$432K	0.1%Prev: 0.1%	4,150 SH	Decreased
RTX CORPORATION	COM	$2.5M	0.6%Prev: 0.5%	13,552 SH	Increased
SAIA INC	COM	$268K	0.1%Prev: 0.1%	820 SH	Increased
SALESFORCE INC	COM	$1.1M	0.3%Prev: 0.2%	4,324 SH	Increased+41 SH
SHELL PLC	SPON ADS	$1.4M	0.3%Prev: 0.3%	19,409 SH	Increased
SHERWIN WILLIAMS CO	COM	$659K	0.2%Prev: 0.2%	2,033 SH	Decreased+5 SH
SIMPSON MFG INC	COM	$798K	0.2%Prev: 0.2%	4,940 SH	Decreased-30 SH
SLB LIMITED	COM STK	$349K	0.1%	9,092 SH	New
SOUTHERN CO	COM	$1.4M	0.3%Prev: 0.4%	15,492 SH	Decreased-945 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$577K	0.1%Prev: 0.1%	1,201 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$240K	0.1%Prev: 0.1%	352 SH	Increased
STARBUCKS CORP	COM	$250K	0.1%Prev: 0.1%	2,972 SH	Decreased-250 SH
STERIS PLC	SHS USD	$1.3M	0.3%Prev: 0.3%	5,039 SH	Increased+370 SH
STRYKER CORPORATION	COM	$573K	0.1%Prev: 0.1%	1,630 SH	Decreased
SYSCO CORP	COM	$848K	0.2%Prev: 0.2%	11,502 SH	Decreased
TARGET CORP	COM	$497K	0.1%Prev: 0.1%	5,081 SH	Increased-100 SH
TECK RESOURCES LTD	CL B	$539K	0.1%Prev: 0.1%	11,250 SH	Increased+4,200 SH
TEXAS INSTRS INC	COM	$6.6M	1.5%Prev: 1.6%	38,236 SH	Decreased+512 SH
TEXAS PACIFIC LAND CORPORATI	COM	$4.0M	0.9%Prev: 1.0%	13,869 SH	Decreased+9,234 SH
THE CIGNA GROUP	COM	$788K	0.2%Prev: 0.2%	2,864 SH	Decreased
THERMO FISHER SCIENTIFIC INC	COM	$2.1M	0.5%Prev: 0.4%	3,700 SH	Increased+8 SH
TJX COS INC NEW	COM	$7.4M	1.7%Prev: 1.7%	48,051 SH	Increased-880 SH
TORO CO	COM	$250K	0.1%Prev: 0.1%	3,175 SH	Increased
TRANSOCEAN LTD	REGISTERED SHS	$60K	0.0%Prev: 0.0%	14,500 SH	Increased
TRAVELERS COMPANIES INC	COM	$203K	0.0%	701 SH	New
UNION PAC CORP	COM	$2.1M	0.5%Prev: 0.5%	9,048 SH	Increased+500 SH
UNITED PARCEL SERVICE INC	CL B	$206K	0.0%Prev: 0.0%	2,075 SH	Increased-350 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.0M	0.5%Prev: 0.5%	5,941 SH	Increased-32 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$334K	0.1%Prev: 0.1%	1,521 SH	Increased
VERALTO CORP	COM SHS	$414K	0.1%Prev: 0.1%	4,152 SH	Decreased-84 SH
VERISIGN INC	COM	$538K	0.1%Prev: 0.1%	2,215 SH	Decreased+5 SH
VERIZON COMMUNICATIONS INC	COM	$607K	0.1%Prev: 0.2%	14,900 SH	Decreased-250 SH
VERTEX PHARMACEUTICALS INC	COM	$926K	0.2%Prev: 0.2%	2,043 SH	Increased-40 SH
VISA INC	COM CL A	$9.6M	2.2%Prev: 2.2%	27,284 SH	Increased-422 SH
WALMART INC	COM	$207K	0.0%	1,857 SH	New
WASTE MGMT INC DEL	COM	$286K	0.1%Prev: 0.1%	1,300 SH	Decreased
WATERS CORP	COM	$296K	0.1%Prev: 0.1%	780 SH	Increased
WATSCO INC	COM	$5.6M	1.3%Prev: 1.6%	16,720 SH	Decreased-142 SH
WELLS FARGO CO NEW	COM	$387K	0.1%Prev: 0.1%	4,154 SH	Increased+53 SH
WISDOMTREE TR	US QTLY DIV GRT	$203K	0.0%Prev: 0.0%	2,270 SH	Increased
ZOETIS INC	CL A	$212K	0.0%Prev: 0.1%	1,688 SH	Decreased

Sold (vs prior filing)

BERKLEY W R CORP — $214K
CAMDEN NATL CORP — $310K
COGENT COMMUNICATIONS HLDGS — $1.7M
EQUIFAX INC — $247K
FURY GOLD MINES LIMITED — $7K
SCHLUMBERGER LTD — $323K
TOTALENERGIES SE — $1.3M
WEC ENERGY GROUP INC — $208K

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