Ipswich Investment Management Co., Inc.

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

Import this data to Google Sheets with:

=jivedata("ipswich-investment-management-co-inc-0001463753-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $425.9M6 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$1.1M	0.3%Prev: 0.5%	7,901 SH	Decreased-5,700 SH
ABBOTT LABORATORIES	COM	$811K	0.2%	7,900 SH	New
ABBVIE INC	COM	$2.5M	0.6%Prev: 0.8%	11,696 SH	Decreased-2,767 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$3.8M	0.9%Prev: 1.8%	19,006 SH	Decreased-4,073 SH
ADOBE INC	COM	$322K	0.1%Prev: 0.2%	1,324 SH	Decreased-1,055 SH
ADVANCED MICRO DEVICES INC	COM	$932K	0.2%Prev: 0.2%	4,580 SH	Increased-1,961 SH
AFLAC INC	COM	$786K	0.2%Prev: 0.2%	7,160 SH	Decreased-250 SH
AIR PRODUCTS AND CHEMICALS I	COM	$751K	0.2%	2,585 SH	New
AKAMAI TECHNOLOGIES INC	COM	$249K	0.1%Prev: 0.1%	2,165 SH	Increased-886 SH
ALPHABET INC	CAP STK CL A	$16.0M	3.8%Prev: 2.4%	55,554 SH	Increased-5,996 SH
ALPHABET INC	CAP STK CL C	$4.4M	1.0%Prev: 0.6%	15,332 SH	Increased-420 SH
ALTRIA GROUP INC	COM	$1.4M	0.3%Prev: 0.3%	20,845 SH	Increased
AMAZON COM INC	COM	$10.1M	2.4%Prev: 2.3%	48,331 SH	Increased-698 SH
AMERICAN ELEC PWR CO INC	COM	$203K	0.0%	1,550 SH	New
AMERICAN EXPRESS CO	COM	$1.2M	0.3%Prev: 0.3%	3,890 SH	Increased-201 SH
AMGEN INC	COM	$5.6M	1.3%Prev: 1.3%	15,820 SH	Increased-746 SH
AMPHENOL CORP	CL A	$280K	0.1%	2,220 SH	New
AMRIZE LTD	SHS	$4.4M	1.0%	77,806 SH	New
APPLE INC	COM	$21.3M	5.0%Prev: 4.8%	84,074 SH	Increased-3,344 SH
APPLIED MATLS INC	COM	$2.5M	0.6%Prev: 0.3%	7,366 SH	Increased-230 SH
ASML HLDG NV	N Y REGISTRY SHS	$7.5M	1.8%	5,713 SH	New
AT&T INC	COM	$1.2M	0.3%Prev: 0.3%	41,907 SH	Increased-451 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.2M	0.3%Prev: 0.5%	6,118 SH	Decreased-163 SH
BANK MONTREAL MEDIUM	COM	$651K	0.2%	4,810 SH	New
BANK NOVA SCOTIA B C	COM	$1.9M	0.5%	27,672 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$867K	0.2%Prev: 0.1%	1,809 SH	Increased+884 SH
BRISTOL-MYERS SQUIBB CO	COM	$899K	0.2%Prev: 0.3%	14,829 SH	Decreased-1,882 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$1.1M	0.3%Prev: 0.3%	19,000 SH	Increased-6,000 SH
BROADCOM INC	COM	$1.3M	0.3%Prev: 0.2%	4,112 SH	Increased+45 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$238K	0.1%Prev: 0.1%	1,465 SH	Decreased-25 SH
BROOKFIELD INFRASTRUCTURE CO	COM SUB VTG A	$3.2M	0.7%Prev: 0.8%	79,815 SH	Decreased-8,272 SH
CAMECO CORP	COM	$4.5M	1.1%Prev: 0.6%	41,748 SH	Increased-14,861 SH
CATERPILLAR INC	COM	$11.2M	2.6%Prev: 1.4%	15,769 SH	Increased-1,478 SH
CENTRUS ENERGY CORP	CL A	$1.7M	0.4%Prev: 0.2%	9,582 SH	Increased-1,248 SH
CHEVRON CORPORATION	COM	$7.6M	1.8%	36,629 SH	New
CHUBB LTD SWITZ	COM	$5.4M	1.3%	16,426 SH	New
CHURCH & DWIGHT CO INC	COM	$316K	0.1%Prev: 0.2%	3,386 SH	Decreased-3,352 SH
CITIZENS FINL GROUP INC	COM	$262K	0.1%	4,374 SH	New
CME GROUP INC	COM	$305K	0.1%Prev: 0.1%	1,032 SH	Increased+82 SH
COCA COLA CO	COM	$2.9M	0.7%Prev: 0.7%	38,158 SH	Decreased-3,360 SH
COCA-COLA EUROPACIFIC PARTNE	SHS	$1.2M	0.3%Prev: 0.3%	13,425 SH	Decreased-1,875 SH
COLGATE PALMOLIVE CO	COM	$291K	0.1%Prev: 0.3%	3,417 SH	Decreased-8,035 SH
COMFORT SYS USA INC	COM	$666K	0.2%	483 SH	New
CONOCOPHILLIPS	COM	$655K	0.2%Prev: 0.1%	4,960 SH	Increased-70 SH
CONSOLIDATED EDISON INC	COM	$495K	0.1%Prev: 0.1%	4,377 SH	Decreased-148 SH
COPART INC	COM	$213K	0.1%Prev: 0.1%	6,430 SH	Decreased-1,560 SH
CORNING INC	COM	$870K	0.2%Prev: 0.1%	6,400 SH	Increased-1,040 SH
CORTEVA INC	COM	$389K	0.1%Prev: 0.1%	4,652 SH	Increased
COSTCO WHOLESALE CORPORATION	COM	$14.0M	3.3%	14,090 SH	New
CRISPR THERAPEUTICS AG	NAMEN AKT	$1.1M	0.3%Prev: 0.2%	23,533 SH	Increased-1,010 SH
CROWN CASTLE INC	COM	$618K	0.1%Prev: 0.2%	7,606 SH	Decreased-1,441 SH
CUMMINS INC	COM	$2.5M	0.6%Prev: 0.5%	4,622 SH	Increased-1,190 SH
CVS HEALTH CORP	COM	$218K	0.1%Prev: 0.1%	3,039 SH	Increased
DANAHER CORP DEL	COM	$1.0M	0.2%	5,532 SH	New
DEERE & CO	COM	$514K	0.1%Prev: 0.1%	913 SH	Increased
DISNEY WALT CO	COM	$596K	0.1%Prev: 0.2%	6,182 SH	Decreased-238 SH
DOMINOS PIZZA INC	COM	$364K	0.1%	1,015 SH	New
DOVER CORP	COM	$253K	0.1%Prev: 0.1%	1,212 SH	Increased-75 SH
DUKE ENERGY CORP NEW	COM NEW	$2.2M	0.5%Prev: 0.5%	16,750 SH	Decreased-1,237 SH
DUPONT DE NEMOURS INC	COM	$371K	0.1%Prev: 0.2%	8,095 SH	Decreased-1,225 SH
ELI LILLY & CO	COM	$5.8M	1.4%Prev: 0.8%	6,297 SH	Increased+2,482 SH
EMERSON ELEC CO	COM	$2.3M	0.5%Prev: 0.6%	17,349 SH	Decreased-3,962 SH
ENTERPRISE PRODS PARTNERS L	COM	$875K	0.2%Prev: 0.2%	23,127 SH	Increased
EQUINOR ASA	SPONSORED ADR	$2.1M	0.5%Prev: 0.4%	48,796 SH	Increased-13,100 SH
EXPEDITORS INTL WASH INC	COM	$226K	0.1%Prev: 0.1%	1,575 SH	Decreased-315 SH
EXXON MOBIL CORP	COM	$14.5M	3.4%Prev: 2.8%	85,509 SH	Increased-10,078 SH
FAIR ISAAC CORP	COM	$983K	0.2%Prev: 0.5%	921 SH	Decreased-66 SH
FASTENAL CO	COM	$240K	0.1%	5,180 SH	New
FIRST SOLAR INC	COM	$220K	0.1%	1,115 SH	New
FORTINET INC	COM	$261K	0.1%Prev: 0.1%	3,190 SH	Decreased
GE AEROSPACE	COM NEW	$2.4M	0.6%Prev: 0.4%	8,583 SH	Increased
GE VERNOVA INC	COM	$1.9M	0.4%Prev: 0.2%	2,150 SH	Increased
GENERAL MILLS INC	COM	$207K	0.0%	5,550 SH	New
GILEAD SCIENCES INC	COM	$580K	0.1%Prev: 0.1%	4,165 SH	Increased-500 SH
GSK PLC	SPONSORED ADR	$471K	0.1%Prev: 0.1%	8,526 SH	Increased+422 SH
GXO LOGISTICS INCORPORATED	COMMON STOCK	$294K	0.1%Prev: 0.1%	5,661 SH	Increased-1,553 SH
HENRY JACK & ASSOC INC	COM	$315K	0.1%Prev: 0.1%	1,996 SH	Decreased-95 SH
HERSHEY CO	COM	$655K	0.2%Prev: 0.1%	3,150 SH	Increased-100 SH
HOME DEPOT INC	COM	$1.4M	0.3%Prev: 0.4%	4,301 SH	Decreased+185 SH
HONEYWELL INTL INC	COM	$2.3M	0.5%Prev: 0.8%	10,007 SH	Decreased-5,525 SH
IDEXX LABS INC	COM	$307K	0.1%Prev: 0.1%	547 SH	Increased+12 SH
ILLINOIS TOOL WKS INC	COM	$890K	0.2%Prev: 0.2%	3,418 SH	Decreased-632 SH
INTEL CORP	COM	$636K	0.1%Prev: 0.1%	14,416 SH	Increased-2,453 SH
INTERCONTINENTAL EXCHANGE IN	COM	$483K	0.1%Prev: 0.1%	3,073 SH	Increased+945 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.6M	0.6%Prev: 0.9%	10,733 SH	Decreased-3,769 SH
INTUITIVE SURGICAL INC	COM NEW	$497K	0.1%Prev: 0.1%	1,078 SH	Decreased+30 SH
INVESCO QQQ TR	UNIT SER 1	$1.6M	0.4%Prev: 0.3%	2,764 SH	Increased-229 SH
ISHARES TR	CORE S&P MCP ETF	$1.0M	0.2%Prev: 0.2%	14,880 SH	Increased-215 SH
ISHARES TR	CORE S&P SCP ETF	$1.1M	0.3%Prev: 0.2%	8,584 SH	Increased-844 SH
ISHARES TR	CORE S&P US GWT	$1.2M	0.3%	7,521 SH	New
ISHARES TR	CORE S&P US VLU	$1.5M	0.4%	14,805 SH	New
ISHARES TR	CORE S&P500 ETF	$3.7M	0.9%Prev: 0.8%	5,731 SH	Increased+209 SH
ISHARES TR	ISHS 1-5YR INVS	$210K	0.0%Prev: 0.1%	4,000 SH	Increased
ISHARES TR	MSCI EAFE ETF	$483K	0.1%Prev: 0.1%	4,973 SH	Increased+1,048 SH
ISHARES TR	PFD AND INCM SEC	$1.0M	0.2%Prev: 0.3%	33,864 SH	Decreased-3,500 SH
ISHARES TR	RUS MD CP GR ETF	$916K	0.2%	7,150 SH	New
ISHARES TR	RUS MDCP VAL ETF	$1.2M	0.3%	7,920 SH	New
ISHARES TR	RUSSELL 2000 ETF	$382K	0.1%	1,540 SH	New
ISHARES TR	RUSSELL 3000 ETF	$13.7M	3.2%Prev: 3.0%	36,841 SH	Increased-1,320 SH
JOHNSON & JOHNSON	COM	$9.0M	2.1%Prev: 1.6%	36,911 SH	Increased-3,015 SH
JPMORGAN CHASE & CO	COM	$13.2M	3.1%	44,866 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$997K	0.2%Prev: 0.2%	2,889 SH	Increased-1,769 SH
LABCORP HOLDINGS INC	COM SHS	$305K	0.1%Prev: 0.1%	1,145 SH	Increased-75 SH
LAM RESEARCH CORP	COM NEW	$694K	0.2%Prev: 0.1%	3,250 SH	Increased
LANDBRIDGE COMPANY LLC	CL A	$2.1M	0.5%Prev: 0.3%	30,379 SH	Increased+11,772 SH
LINDE PLC	SHS	$6.2M	1.5%Prev: 1.5%	12,537 SH	Increased-629 SH
LOCKHEED MARTIN CORP	COM	$302K	0.1%Prev: 0.3%	500 SH	Decreased-2,301 SH
LOWES COS INC	COM	$463K	0.1%Prev: 0.1%	1,958 SH	Increased
MARATHON PETE CORP	COM	$430K	0.1%Prev: 0.1%	1,763 SH	Increased+138 SH
MARRIOTT INTL INC NEW	CL A	$852K	0.2%Prev: 0.2%	2,605 SH	Increased-490 SH
MARSH & MCLENNAN COS INC	COM	$6.2M	1.5%Prev: 2.0%	35,727 SH	Decreased+2,636 SH
MASTERCARD INCORPORATED	CL A	$494K	0.1%Prev: 0.3%	989 SH	Decreased-1,129 SH
MCCORMICK & CO INC	COM NON VTG	$701K	0.2%Prev: 0.4%	13,896 SH	Decreased-3,570 SH
MCDONALDS CORP	COM	$2.0M	0.5%Prev: 0.5%	6,445 SH	Decreased-60 SH
MEDPACE HLDGS INC	COM	$411K	0.1%Prev: 0.1%	855 SH	Increased
MERCK & CO INC	COM	$5.6M	1.3%Prev: 1.1%	46,912 SH	Increased-2,008 SH
META PLATFORMS INC	CL A	$604K	0.1%Prev: 0.1%	1,057 SH	Increased+66 SH
MICRON TECHNOLOGY INC	COM	$569K	0.1%Prev: 0.1%	1,685 SH	Increased-1,640 SH
MICROSOFT CORP	COM	$22.8M	5.4%Prev: 5.9%	61,565 SH	Decreased-2,250 SH
MORGAN STANLEY	COM NEW	$456K	0.1%Prev: 0.1%	2,774 SH	Increased-79 SH
NETFLIX INC.	COM	$3.3M	0.8%	34,404 SH	New
NEWMONT CORP	COM	$1.1M	0.3%Prev: 0.2%	10,469 SH	Increased-3,800 SH
NEXTERA ENERGY INC	COM	$1.1M	0.2%Prev: 0.2%	11,359 SH	Increased-589 SH
NOVARTIS AG	SPONSORED ADR	$2.1M	0.5%Prev: 0.5%	13,835 SH	Decreased-5,627 SH
NOVO-NORDISK A S	ADR	$1.6M	0.4%Prev: 1.2%	43,541 SH	Decreased-28,284 SH
NVIDIA CORPORATION	COM	$12.4M	2.9%Prev: 2.1%	71,345 SH	Increased-6,349 SH
ONEOK INC NEW	COM	$5.4M	1.3%Prev: 1.5%	59,426 SH	Decreased-1,464 SH
ORACLE CORP	COM	$902K	0.2%Prev: 0.2%	6,131 SH	Decreased-1,070 SH
OREILLY AUTOMOTIVE INC	COM	$1.2M	0.3%Prev: 0.3%	13,265 SH	Decreased+12,375 SH
OTIS WORLDWIDE CORP	COM	$1.1M	0.3%Prev: 1.3%	14,326 SH	Decreased-35,125 SH
PALO ALTO NETWORKS INC	COM	$5.5M	1.3%Prev: 1.3%	34,456 SH	Increased+3,847 SH
PEPSICO INC	COM	$3.0M	0.7%Prev: 0.9%	19,477 SH	Decreased-4,341 SH
PFIZER INC	COM	$256K	0.1%Prev: 0.1%	9,121 SH	Decreased-4,532 SH
PHILIP MORRIS INTL INC	COM	$759K	0.2%Prev: 0.3%	4,593 SH	Decreased-3,582 SH
PHILLIPS 66	COM	$455K	0.1%Prev: 0.1%	2,500 SH	Increased+100 SH
PROCTER & GAMBLE CO	COM	$5.2M	1.2%	36,252 SH	New
PROGRESSIVE CORP	COM	$6.4M	1.5%Prev: 2.4%	32,164 SH	Decreased-2,670 SH
QNITY ELECTRONICS INC	COMMON STOCK	$348K	0.1%	3,018 SH	New
QUALCOMM INC	COM	$285K	0.1%Prev: 0.2%	2,215 SH	Decreased-4,018 SH
QUANTA SVCS INC	COM	$467K	0.1%Prev: 0.1%	851 SH	Increased+7 SH
REGENERON PHARMACEUTICALS	COM	$204K	0.0%	264 SH	New
ROSS STORES INC	COM	$1.6M	0.4%Prev: 0.2%	7,161 SH	Increased-245 SH
ROYAL CARIBBEAN GROUP	COM	$631K	0.1%Prev: 0.1%	2,294 SH	Increased-25 SH
RPM INTL INC	COM	$413K	0.1%Prev: 0.1%	4,150 SH	Decreased-100 SH
RTX CORPORATION	COM	$2.6M	0.6%Prev: 0.5%	13,512 SH	Increased-753 SH
SAIA INC	COM	$288K	0.1%Prev: 0.1%	820 SH	Increased
SALESFORCE INC	COM	$441K	0.1%Prev: 0.2%	2,365 SH	Decreased-1,333 SH
SHELL PLC	SPON ADS	$1.7M	0.4%Prev: 0.4%	18,689 SH	Increased-2,658 SH
SHERWIN WILLIAMS CO	COM	$652K	0.2%Prev: 0.2%	2,033 SH	Decreased-20 SH
SIMPSON MFG INC	COM	$852K	0.2%Prev: 0.6%	4,966 SH	Decreased-10,024 SH
SLB LIMITED	COM STK	$456K	0.1%	8,870 SH	New
SOUTHERN CO	COM	$1.7M	0.4%Prev: 0.4%	17,267 SH	Increased+866 SH
STARBUCKS CORP	COM	$266K	0.1%Prev: 0.1%	2,972 SH	Decreased-500 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$556K	0.1%	1,201 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$229K	0.1%	352 SH	New
STERIS PLC	SHS USD	$2.6M	0.6%Prev: 0.1%	11,681 SH	Increased+9,864 SH
STRYKER CORPORATION	COM	$483K	0.1%Prev: 0.2%	1,470 SH	Decreased-160 SH
SYSCO CORP	COM	$820K	0.2%Prev: 0.2%	11,502 SH	Decreased
TARGET CORP	COM	$603K	0.1%Prev: 0.2%	4,976 SH	Decreased-4,076 SH
TECK RESOURCES LTD	CL B	$572K	0.1%	11,050 SH	New
TEXAS INSTRS INC	COM	$7.1M	1.7%Prev: 1.8%	36,779 SH	Increased-2,595 SH
TEXAS PACIFIC LAND CORPORATI	COM	$6.0M	1.4%Prev: 1.4%	12,575 SH	Increased+8,330 SH
THE CIGNA GROUP	COM	$764K	0.2%Prev: 0.2%	2,864 SH	Decreased
THERMO FISHER SCIENTIFIC INC	COM	$1.8M	0.4%Prev: 0.8%	3,708 SH	Decreased-2,737 SH
TJX COS INC NEW	COM	$7.5M	1.8%Prev: 1.5%	46,699 SH	Increased-2,322 SH
TORO CO	COM	$297K	0.1%Prev: 0.1%	3,175 SH	Increased
TOTALENERGIES SE	ACT	$1.7M	0.4%	18,930 SH	New
TRANSOCEAN LTD	REGISTERED SHS	$103K	0.0%Prev: 0.0%	15,500 SH	Increased+1,000 SH
TRAVELERS COMPANIES INC	COM	$204K	0.0%	701 SH	New
UNION PAC CORP	COM	$2.2M	0.5%Prev: 0.6%	9,025 SH	Decreased-1,706 SH
UNITED PARCEL SVCS INC	CL B	$204K	0.0%	2,075 SH	New
VALERO ENERGY CORP	COM	$212K	0.0%	860 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	0.4%	5,941 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$327K	0.1%Prev: 0.1%	1,521 SH	Increased
VERALTO CORP	COM SHS	$367K	0.1%Prev: 0.1%	4,146 SH	Decreased-50 SH
VERISIGN INC	COM	$550K	0.1%Prev: 0.1%	2,215 SH	Decreased+5 SH
VERIZON COMMUNICATIONS INC	COM	$741K	0.2%Prev: 0.2%	14,752 SH	Increased-698 SH
VERTEX PHARMACEUTICALS INC	COM	$921K	0.2%Prev: 0.7%	2,063 SH	Decreased-3,455 SH
VISA INC	COM CL A	$8.1M	1.9%Prev: 2.4%	26,690 SH	Decreased-1,233 SH
WALMART INC	COM	$231K	0.1%	1,857 SH	New
WASTE MGMT INC DEL	COM	$299K	0.1%Prev: 0.1%	1,300 SH	Decreased
WATERS CORP	COM	$232K	0.1%Prev: 0.1%	780 SH	Decreased-50 SH
WATSCO INC	COM	$5.9M	1.4%Prev: 2.3%	16,292 SH	Decreased-1,579 SH
WEC ENERGY GROUP INC	COM	$210K	0.0%	1,812 SH	New
WELLS FARGO & CO	COM	$309K	0.1%	3,882 SH	New

Sold (vs prior filing)

ABBOTT LABS — $2.1M
AIR PRODS & CHEMS INC — $1.1M
ARES CAPITAL CORP — $254K
ASML HOLDING N V — $3.6M
BANK MONTREAL QUE — $536K
BANK NOVA SCOTIA HALIFAX — $1.2M
BAXTER INTL INC — $203K
BERKLEY W R CORP — $205K
BROWN & BROWN INC — $210K
CAMDEN NATL CORP — $1.8M
CHEVRON CORP NEW — $6.7M
CHIPOTLE MEXICAN GRILL INC — $310K
CHUBB LIMITED — $5.4M
COGENT COMMUNICATIONS HLDGS — $2.6M
COSTCO WHSL CORP NEW — $14.0M
DANAHER CORPORATION — $1.2M
DOW INC — $267K
EDWARDS LIFESCIENCES CORP — $504K
EQUIFAX INC — $235K
EVEREST GROUP LTD — $854K
… and 21 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