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: $473.6M6 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$1.3M	0.3%Prev: 0.3%	7,901 SH	Decreased-1,200 SH
ABBOTT LABORATORIES	COM	$717K	0.2%	7,900 SH	New
ABBVIE INC	COM	$3.0M	0.6%Prev: 0.5%	11,896 SH	Increased+158 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.5M	0.3%Prev: 1.6%	12,358 SH	Decreased-9,915 SH
ADOBE INC	COM	$257K	0.1%Prev: 0.2%	1,254 SH	Decreased-768 SH
ADVANCED MICRO DEVICES INC	COM	$2.7M	0.6%Prev: 0.2%	4,580 SH	Increased-250 SH
AFLAC INC	COM	$840K	0.2%Prev: 0.2%	7,160 SH	Increased-200 SH
AIR PRODUCTS AND CHEMICALS I	COM	$746K	0.2%	2,545 SH	New
AKAMAI TECHNOLOGIES INC	COM	$256K	0.1%Prev: 0.1%	2,165 SH	Increased-505 SH
ALPHABET INC	CAP STK CL A	$19.6M	4.1%Prev: 2.6%	54,739 SH	Increased-6,717 SH
ALPHABET INC	CAP STK CL C	$5.4M	1.1%Prev: 0.7%	15,372 SH	Increased-130 SH
ALTRIA GROUP INC	COM	$1.5M	0.3%Prev: 0.3%	20,845 SH	Increased
AMAZON COM INC	COM	$11.3M	2.4%Prev: 2.6%	47,349 SH	Increased-1,463 SH
AMERICAN ELEC PWR CO INC	COM	$205K	0.0%	1,500 SH	New
AMERICAN EXPRESS CO	COM	$1.3M	0.3%Prev: 0.3%	3,890 SH	Increased-146 SH
AMGEN INC	COM	$5.5M	1.2%Prev: 1.1%	15,234 SH	Increased-1,295 SH
AMPHENOL CORP	CL A	$391K	0.1%	2,220 SH	New
AMRIZE LTD	SHS	$4.3M	0.9%	80,684 SH	New
APPLE INC	COM	$24.0M	5.1%Prev: 4.3%	83,062 SH	Increased-4,197 SH
APPLIED MATLS INC	COM	$5.3M	1.1%Prev: 0.3%	7,366 SH	Increased-230 SH
ASML HLDG NV	N Y REGISTRY SHS	$11.0M	2.3%	5,547 SH	New
AT&T INC	COM	$867K	0.2%Prev: 0.3%	41,907 SH	Decreased-451 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.6M	0.3%Prev: 0.5%	7,123 SH	Decreased+890 SH
BANK MONTREAL MEDIUM	COM	$850K	0.2%	4,810 SH	New
BANK NOVA SCOTIA B C	COM	$2.6M	0.5%	29,672 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$905K	0.2%Prev: 0.1%	1,809 SH	Increased+884 SH
BRISTOL-MYERS SQUIBB CO	COM	$993K	0.2%Prev: 0.2%	17,229 SH	Increased+518 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$1.5M	0.3%Prev: 0.3%	25,000 SH	Increased
BROADCOM INC	COM	$1.6M	0.3%Prev: 0.3%	4,112 SH	Increased+45 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$201K	0.0%Prev: 0.1%	1,465 SH	Decreased
BROOKFIELD INFRASTRUCTURE CO	COM SUB VTG A	$2.7M	0.6%Prev: 0.8%	71,037 SH	Decreased-10,615 SH
CAMECO CORP	COM	$4.3M	0.9%Prev: 0.9%	41,839 SH	Increased-8,595 SH
CATERPILLAR INC	COM	$16.6M	3.5%Prev: 1.6%	15,627 SH	Increased-1,405 SH
CENTRUS ENERGY CORP	CL A	$1.5M	0.3%Prev: 0.5%	9,060 SH	Decreased-1,615 SH
CHEVRON CORPORATION	COM	$5.9M	1.2%	35,418 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$206K	0.0%Prev: 0.1%	6,050 SH	Decreased-130 SH
CHUBB LIMITED	COM	$5.3M	1.1%Prev: 1.3%	15,699 SH	Increased-2,229 SH
CHURCH & DWIGHT CO INC	COM	$289K	0.1%Prev: 0.2%	2,986 SH	Decreased-3,662 SH
CISCO SYS INC	COM	$288K	0.1%	2,453 SH	New
CITIZENS FINL GROUP INC	COM	$306K	0.1%Prev: 0.0%	4,374 SH	Increased-250 SH
CME GROUP INC	COM	$228K	0.0%Prev: 0.1%	1,032 SH	Decreased+82 SH
COCA COLA CO	COM	$3.3M	0.7%Prev: 0.7%	40,423 SH	Increased-810 SH
COCA-COLA EUROPACIFIC PARTNE	SHS	$1.4M	0.3%Prev: 0.3%	14,425 SH	Increased-700 SH
COLGATE PALMOLIVE CO	COM	$260K	0.1%Prev: 0.2%	2,835 SH	Decreased-7,370 SH
COMFORT SYS USA INC	COM	$900K	0.2%	454 SH	New
CONOCOPHILLIPS	COM	$516K	0.1%Prev: 0.1%	4,960 SH	Increased
CONSOLIDATED EDISON INC	COM	$451K	0.1%Prev: 0.1%	4,077 SH	Decreased-448 SH
CORNING INC	COM	$1.6M	0.3%Prev: 0.1%	6,400 SH	Increased-1,040 SH
CORTEVA INC	COM	$252K	0.1%Prev: 0.1%	2,974 SH	Decreased-1,678 SH
COSTCO WHOLESALE CORPORATION	COM	$12.9M	2.7%	13,812 SH	New
CRISPR THERAPEUTICS AG	NAMEN AKT	$1.3M	0.3%Prev: 0.3%	23,798 SH	Increased-1,170 SH
CROWN CASTLE INC	COM	$545K	0.1%Prev: 0.2%	7,196 SH	Decreased-2,386 SH
CUMMINS INC	COM	$3.2M	0.7%Prev: 0.4%	4,417 SH	Increased-1,185 SH
CVS HEALTH CORP	COM	$314K	0.1%Prev: 0.1%	3,039 SH	Increased
DANAHER CORP DEL	COM	$978K	0.2%	5,132 SH	New
DEERE & CO	COM	$579K	0.1%Prev: 0.1%	913 SH	Increased
DISNEY WALT CO	COM	$595K	0.1%Prev: 0.2%	6,182 SH	Decreased+162 SH
DOMINION ENERGY INC	COM	$208K	0.0%	3,050 SH	New
DOMINOS PIZZA INC	COM	$244K	0.1%	824 SH	New
DOVER CORP	COM	$272K	0.1%Prev: 0.1%	1,212 SH	Increased-75 SH
DUKE ENERGY CORP NEW	COM NEW	$2.0M	0.4%Prev: 0.5%	16,063 SH	Decreased-1,924 SH
DUPONT DE NEMOURS INC	COMMON STOCK	$365K	0.1%	2,688 SH	New
ELI LILLY & CO	COM	$8.1M	1.7%Prev: 1.1%	6,727 SH	Increased+962 SH
EMERSON ELEC CO	COM	$2.5M	0.5%Prev: 0.6%	17,349 SH	Increased-900 SH
ENTERPRISE PRODS PARTNERS L	COM	$887K	0.2%Prev: 0.2%	24,127 SH	Increased+1,000 SH
EQUINOR ASA	SPONSORED ADR	$1.7M	0.4%Prev: 0.3%	54,796 SH	Increased-100 SH
EXPEDITORS INTL WASH INC	COM	$257K	0.1%	1,575 SH	New
EXXONMOBIL HOLDINGS CORP COM SHS	Stock	$12.3M	2.6%	89,933 SH	New
FAIR ISAAC CORP	COM	$1.1M	0.2%Prev: 0.4%	916 SH	Decreased-71 SH
FASTENAL CO	COM	$249K	0.1%Prev: 0.1%	5,180 SH	Increased+192 SH
FEDERAL AGRIC MTG CORP	CL C	$303K	0.1%Prev: 0.1%	1,520 SH	Increased
FIRST SOLAR INC	COM	$263K	0.1%	1,115 SH	New
FORTINET INC	COM	$490K	0.1%Prev: 0.1%	3,190 SH	Increased
GE AEROSPACE	COM NEW	$3.2M	0.7%Prev: 0.5%	8,450 SH	Increased-133 SH
GE VERNOVA INC	COM	$2.5M	0.5%Prev: 0.3%	2,117 SH	Increased-33 SH
GILEAD SCIENCES INC	COM	$526K	0.1%Prev: 0.1%	4,165 SH	Increased-500 SH
GSK PLC	SPONSORED ADR	$434K	0.1%Prev: 0.1%	8,270 SH	Increased-694 SH
HENRY JACK & ASSOC INC	COM	$269K	0.1%Prev: 0.1%	1,951 SH	Decreased-140 SH
HERSHEY CO	COM	$553K	0.1%Prev: 0.1%	3,150 SH	Increased-100 SH
HOME DEPOT INC	COM	$1.5M	0.3%Prev: 0.4%	4,381 SH	Increased+270 SH
IDEXX LABS INC	COM	$288K	0.1%Prev: 0.1%	547 SH	Increased+12 SH
ILLINOIS TOOL WKS INC	COM	$954K	0.2%Prev: 0.2%	3,528 SH	Decreased-357 SH
INTEL CORP	COM	$1.7M	0.4%Prev: 0.1%	12,426 SH	Increased-3,803 SH
INTERCONTINENTAL EXCHANGE IN	COM	$378K	0.1%Prev: 0.1%	3,073 SH	Decreased+895 SH
INTERNATIONAL BUSINESS MACHS	COM	$3.0M	0.6%Prev: 1.0%	10,705 SH	Decreased-2,817 SH
INTUITIVE SURGICAL INC	COM NEW	$451K	0.1%Prev: 0.1%	1,133 SH	Decreased+85 SH
INVESCO QQQ TR	UNIT SER 1	$2.0M	0.4%Prev: 0.4%	2,764 SH	Increased-229 SH
ISHARES TR	CORE MSCI TOTAL	$2.0M	0.4%	21,176 SH	New
ISHARES TR	CORE S&P MCP ETF	$1.2M	0.2%Prev: 0.2%	15,003 SH	Increased-57 SH
ISHARES TR	CORE S&P SCP ETF	$1.2M	0.3%Prev: 0.2%	8,334 SH	Increased-1,126 SH
ISHARES TR	CORE S&P TTL STK	$214K	0.0%	1,300 SH	New
ISHARES TR	CORE S&P US GWT	$1.4M	0.3%	7,521 SH	New
ISHARES TR	CORE S&P US VLU	$1.6M	0.3%	14,365 SH	New
ISHARES TR	CORE S&P500 ETF	$5.2M	1.1%Prev: 0.8%	6,976 SH	Increased+1,456 SH
ISHARES TR	ISHS 1-5YR INVS	$210K	0.0%Prev: 0.1%	4,000 SH	Decreased
ISHARES TR	MSCI EAFE ETF	$511K	0.1%Prev: 0.1%	4,923 SH	Increased+998 SH
ISHARES TR	PFD AND INCM SEC	$987K	0.2%Prev: 0.3%	32,364 SH	Decreased-1,500 SH
ISHARES TR	RUS MD CP GR ETF	$1.1M	0.2%	7,330 SH	New
ISHARES TR	RUS MDCP VAL ETF	$1.3M	0.3%	7,920 SH	New
ISHARES TR	RUSSELL 2000 ETF	$463K	0.1%	1,540 SH	New
ISHARES TR	RUSSELL 3000 ETF	$15.8M	3.3%Prev: 3.2%	36,947 SH	Increased-938 SH
JOHNSON & JOHNSON	COM	$9.5M	2.0%Prev: 1.4%	37,293 SH	Increased-1,483 SH
JPMORGAN CHASE & CO	COM	$14.2M	3.0%	43,326 SH	New
KLA CORP	COM NEW	$293K	0.1%	970 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$784K	0.2%Prev: 0.2%	2,699 SH	Increased+1 SH
LABCORP HOLDINGS INC	COM SHS	$321K	0.1%Prev: 0.1%	1,145 SH	Increased
LAM RESEARCH CORP	COM NEW	$1.4M	0.3%Prev: 0.1%	3,250 SH	Increased
LANDBRIDGE COMPANY LLC	CL A	$2.3M	0.5%Prev: 0.4%	28,882 SH	Increased+6,615 SH
LINDE PLC	SHS	$6.2M	1.3%Prev: 1.5%	11,975 SH	Increased-1,188 SH
LOCKHEED MARTIN CORP	COM	$255K	0.1%Prev: 0.3%	500 SH	Decreased-2,390 SH
LOWES COS INC	COM	$432K	0.1%Prev: 0.1%	1,958 SH	Decreased
MARATHON PETE CORP	COM	$345K	0.1%Prev: 0.1%	1,350 SH	Increased-275 SH
MARRIOTT INTL INC NEW	CL A	$966K	0.2%Prev: 0.2%	2,605 SH	Increased-490 SH
MARSH & MCLENNAN COS INC	COM	$5.3M	1.1%Prev: 1.7%	32,097 SH	Decreased-174 SH
MASTERCARD INCORPORATED	CL A	$536K	0.1%Prev: 0.2%	1,044 SH	Decreased-219 SH
MCCORMICK & CO INC	COM NON VTG	$521K	0.1%Prev: 0.3%	10,331 SH	Decreased-6,835 SH
MCDONALDS CORP	COM	$1.8M	0.4%Prev: 0.5%	6,530 SH	Decreased+25 SH
MEDPACE HLDGS INC	COM	$453K	0.1%Prev: 0.1%	855 SH	Increased
MERCK & CO INC	COM	$6.0M	1.3%Prev: 0.9%	46,912 SH	Increased-500 SH
META PLATFORMS INC	CL A	$595K	0.1%Prev: 0.2%	1,057 SH	Decreased+66 SH
MICRON TECHNOLOGY INC	COM	$1.9M	0.4%Prev: 0.1%	1,665 SH	Increased-1,660 SH
MICROSOFT CORP	COM	$23.3M	4.9%Prev: 7.6%	62,365 SH	Decreased-981 SH
MODERNA INC	COM	$304K	0.1%Prev: 0.1%	4,335 SH	Increased-4,700 SH
MORGAN STANLEY	COM NEW	$580K	0.1%Prev: 0.1%	2,774 SH	Increased
NETFLIX INC.	COM	$2.8M	0.6%	39,719 SH	New
NEWMONT CORP	COM	$954K	0.2%Prev: 0.2%	10,219 SH	Increased-3,950 SH
NEXTERA ENERGY INC	COM	$972K	0.2%Prev: 0.2%	11,069 SH	Increased-439 SH
NOVARTIS AG	SPONSORED ADR	$2.6M	0.5%Prev: 0.5%	16,585 SH	Increased-1,542 SH
NOVO-NORDISK A S	ADR	$2.4M	0.5%Prev: 1.2%	50,411 SH	Decreased-24,601 SH
NUCOR CORP	COM	$205K	0.0%	920 SH	New
NVIDIA CORPORATION	COM	$13.9M	2.9%Prev: 2.9%	69,277 SH	Increased-6,996 SH
ONEOK INC NEW	COM	$5.5M	1.2%Prev: 1.3%	63,041 SH	Increased-3,304 SH
ORACLE CORP	COM	$831K	0.2%Prev: 0.4%	5,671 SH	Decreased-1,530 SH
OREILLY AUTOMOTIVE INC	COM	$1.2M	0.3%Prev: 0.3%	13,265 SH	Increased-85 SH
OTIS WORLDWIDE CORP	COM	$786K	0.2%Prev: 1.2%	10,976 SH	Decreased-38,310 SH
PALO ALTO NETWORKS INC	COM	$11.5M	2.4%Prev: 1.6%	33,774 SH	Increased+1,439 SH
PEPSICO INC	COM	$2.6M	0.5%Prev: 0.7%	19,165 SH	Decreased-2,523 SH
PFIZER INC	COM	$220K	0.0%Prev: 0.1%	9,121 SH	Decreased-4,532 SH
PHILIP MORRIS INTL INC	COM	$826K	0.2%Prev: 0.2%	4,568 SH	Decreased-307 SH
PHILLIPS 66	COM	$423K	0.1%Prev: 0.1%	2,500 SH	Increased+100 SH
PROCTER & GAMBLE CO	COM	$5.7M	1.2%	38,878 SH	New
PROGRESSIVE CORP	COM	$8.5M	1.8%Prev: 2.1%	39,008 SH	Decreased+5,964 SH
QNITY ELECTRONICS INC	COMMON STOCK	$493K	0.1%	3,018 SH	New
QUALCOMM INC	COM	$409K	0.1%Prev: 0.1%	2,215 SH	Decreased-1,147 SH
QUANTA SVCS INC	COM	$613K	0.1%Prev: 0.1%	851 SH	Increased+7 SH
ROSS STORES INC	COM	$1.5M	0.3%Prev: 0.2%	7,161 SH	Increased-245 SH
ROYAL CARIBBEAN GROUP	COM	$728K	0.2%Prev: 0.2%	2,294 SH	Increased-25 SH
RPM INTL INC	COM	$461K	0.1%Prev: 0.1%	4,150 SH	Increased
RTX CORPORATION	COM	$2.5M	0.5%Prev: 0.5%	13,396 SH	Increased-129 SH
SAIA INC	COM	$345K	0.1%Prev: 0.1%	820 SH	Increased
SALESFORCE INC	COM	$340K	0.1%Prev: 0.3%	2,168 SH	Decreased-2,002 SH
SHELL PLC	SPON ADS	$1.4M	0.3%Prev: 0.3%	18,689 SH	Increased-720 SH
SHERWIN WILLIAMS CO	COM	$700K	0.1%Prev: 0.2%	2,033 SH	Increased+5 SH
SIMPSON MFG INC	COM	$1.0M	0.2%Prev: 0.4%	4,901 SH	Decreased-7,094 SH
SLB LIMITED	COM STK	$437K	0.1%	9,405 SH	New
SOUTHERN CO	COM	$1.6M	0.3%Prev: 0.4%	17,117 SH	Increased+716 SH
STARBUCKS CORP	COM	$304K	0.1%Prev: 0.1%	2,972 SH	Decreased-500 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$627K	0.1%	1,201 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$233K	0.0%	312 SH	New
STERIS PLC	SHS USD	$2.4M	0.5%Prev: 0.2%	11,466 SH	Increased+7,720 SH
STRYKER CORPORATION	COM	$463K	0.1%Prev: 0.2%	1,470 SH	Decreased-160 SH
SYSCO CORP	COM	$899K	0.2%Prev: 0.2%	10,752 SH	Increased-750 SH
TARGET CORP	COM	$650K	0.1%Prev: 0.2%	4,976 SH	Decreased-3,862 SH
TECK RESOURCES LTD	CL B	$657K	0.1%	11,050 SH	New
TEXAS INSTRS INC	COM	$10.2M	2.1%Prev: 1.9%	34,062 SH	Increased-3,662 SH
TEXAS PACIFIC LAND CORPORATI	COM	$5.9M	1.2%Prev: 1.2%	13,419 SH	Increased+8,884 SH
THE CIGNA GROUP	COM	$748K	0.2%Prev: 0.2%	2,714 SH	Decreased-150 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.8M	0.4%Prev: 0.4%	3,575 SH	Increased-795 SH
TJX COS INC NEW	COM	$7.5M	1.6%Prev: 1.5%	49,539 SH	Increased+483 SH
TORO CO	COM	$309K	0.1%Prev: 0.1%	3,175 SH	Increased
TOTALENERGIES SE	ACT	$1.7M	0.4%	21,930 SH	New
TRANSOCEAN LTD	REGISTERED SHS	$76K	0.0%Prev: 0.0%	15,500 SH	Increased+1,000 SH
TRAVELERS COMPANIES INC	COM	$231K	0.0%	701 SH	New
UNION PAC CORP	COM	$2.5M	0.5%Prev: 0.4%	9,135 SH	Increased+1,382 SH
UNITED PARCEL SVCS INC	CL B	$223K	0.0%	2,075 SH	New
VALERO ENERGY CORP	COM	$224K	0.0%	860 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$2.2M	0.5%Prev: 0.4%	5,941 SH	Increased-62 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$360K	0.1%Prev: 0.1%	1,521 SH	Increased
VERALTO CORP	COM SHS	$354K	0.1%Prev: 0.1%	3,997 SH	Decreased-283 SH
VERISIGN INC	COM	$557K	0.1%Prev: 0.2%	2,215 SH	Decreased+5 SH
VERIZON COMMUNICATIONS INC	COM	$625K	0.1%Prev: 0.2%	14,752 SH	Decreased-698 SH
VERTEX PHARMACEUTICALS INC	COM	$578K	0.1%Prev: 0.6%	1,163 SH	Decreased-4,445 SH
VISA INC	COM CL A	$8.8M	1.9%Prev: 2.4%	25,615 SH	Decreased-2,311 SH
WALMART INC	COM	$210K	0.0%	1,857 SH	New
WASTE MGMT INC DEL	COM	$290K	0.1%Prev: 0.1%	1,300 SH	Decreased
WATERS CORP	COM	$293K	0.1%Prev: 0.1%	780 SH	Increased-25 SH
WATSCO INC	COM	$6.8M	1.4%Prev: 1.8%	16,394 SH	Decreased-840 SH
WEC ENERGY GROUP INC	COM	$212K	0.0%	1,812 SH	New
WELLS FARGO & CO	COM	$314K	0.1%	3,804 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$217K	0.0%	2,270 SH	New

Sold (vs prior filing)

ABBOTT LABS — $1.9M
AIR PRODS & CHEMS INC — $966K
AMPHENOL CORP NEW — $217K
ASML HOLDING N V — $4.5M
BANK AMERICA CORP — $201K
BANK MONTREAL QUE — $621K
BANK NOVA SCOTIA HALIFAX — $1.6M
BERKLEY W R CORP — $205K
CAMDEN NATL CORP — $1.7M
CHEVRON CORP NEW — $5.6M
COGENT COMMUNICATIONS HLDGS — $2.1M
CONSTELLATION ENERGY CORP — $220K
COPART INC — $392K
COSTCO WHSL CORP NEW — $14.5M
DANAHER CORPORATION — $1.2M
DRAFTKINGS INC NEW — $219K
DUPONT DE NEMOURS INC — $639K
EQUIFAX INC — $250K
EVEREST GROUP LTD — $799K
EXXON MOBIL CORP — $9.9M
… and 19 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