Institutional Manager · CIK 0001463753
Ipswich Investment Management Co., Inc.
IPSWICH, MA · File #028-13506
Latest AUM
$431.8M
Positions
185
Top-10 Concentration
46.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025185 pos · $431.8M
- 13F HOLDINGS REPORTQ/E Sep 2025185 pos · $428.1M
- 13F HOLDINGS REPORTQ/E Jun 2025185 pos · $414.5M
- 13F HOLDINGS REPORTQ/E Mar 2025186 pos · $403.0M
- 13F HOLDINGS REPORTQ/E Dec 2024186 pos · $415.6M
- 13F HOLDINGS REPORTQ/E Sep 2024192 pos · $431.9M
- 13F HOLDINGS REPORTQ/E Jun 2024185 pos · $427.2M
- 13F HOLDINGS REPORTQ/E Mar 2024196 pos · $426.9M
- 13F HOLDINGS REPORTQ/E Dec 2023184 pos · $366.3M
- 13F HOLDINGS REPORTQ/E Sep 2023190 pos · $379.9M
- 13F HOLDINGS REPORTQ/E Jun 2023187 pos · $365.8M
- 13F HOLDINGS REPORTQ/E Mar 2023179 pos · $349.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 61,975 | $30.0M | 8.84% |
| 2 | APPLE INC | AAPL | 85,151 | $23.1M | 6.83% |
| 3 | ALPHABET INC | GOOG | 59,081 | $18.5M | 5.45% |
| 4 | ISHARES TR | 464287689 | 38,324 | $14.8M | 4.37% |
| 5 | JPMORGAN CHASE & CO. | VYLD | 45,093 | $14.5M | 4.28% |
| 6 | NVIDIA CORPORATION | NVDA | 72,266 | $13.5M | 3.97% |
| 7 | COSTCO WHSL CORP NEW | 22160K105 | 14,448 | $12.5M | 3.67% |
| 8 | AMAZON COM INC | AMZN | 49,352 | $11.4M | 3.36% |
| 9 | EXXON MOBIL CORP | XOM | 89,521 | $10.8M | 3.18% |
| 10 | VISA INC | V | 27,284 | $9.6M | 2.82% |
| 11 | CATERPILLAR INC | CAT | 16,321 | $9.3M | 2.76% |
| 12 | JOHNSON & JOHNSON | JNJ | 37,489 | $7.8M | 2.29% |
| 13 | ELI LILLY & CO | LLY | 7,059 | $7.6M | 2.24% |
| 14 | PROGRESSIVE CORP | 743315103 | 32,799 | $7.5M | 2.20% |
| 15 | TJX COS INC NEW | 872540109 | 48,051 | $7.4M | 2.18% |
| 16 | MARSH & MCLENNAN COS INC | 571748102 | 37,168 | $6.9M | 2.03% |
| 17 | TEXAS INSTRS INC | 882508104 | 38,236 | $6.6M | 1.96% |
| 18 | PALO ALTO NETWORKS INC | PANW | 35,012 | $6.4M | 1.90% |
| 19 | ASML HOLDING N V | ASMLF | 6,012 | $6.4M | 1.90% |
| 20 | PROCTER AND GAMBLE CO | 742718109 | 40,762 | $5.8M | 1.72% |