Ipswich Investment Management Co., Inc. Top Holdings and 13F Report (2025)

About Ipswich Investment Management Co., Inc.

Investment Activity

Ipswich Investment Management Co., Inc. has $414.49 million in total holdings as of June 30, 2025.
Ipswich Investment Management Co., Inc. owns shares of 185 different stocks, but just 58 companies or ETFs make up 80% of its holdings.
Approximately 2.22% of the portfolio was purchased this quarter.
About 3.88% of the portfolio was sold this quarter.
This quarter, Ipswich Investment Management Co., Inc. has purchased 186 new stocks and bought additional shares in 26 stocks.
Ipswich Investment Management Co., Inc. sold shares of 80 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Microsoft: $31,509,087
Apple: $17,902,895
Costco Wholesale: $14,525,088
iShares Russell 3000 ETF: $13,297,635
JPMorgan Chase & Co.: $13,200,095

Largest New Holdings this Quarter

922908769 - Vanguard Total Stock Market ETF: $1,824,492 Holding
60770K107 - Moderna: $249,276 Holding
21037T109 - Constellation Energy: $220,445 Holding
26142V105 - DraftKings: $218,953 Holding
032095101 - Amphenol: $217,250 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF: 6,003 shares (about $1.82M)
Eli Lilly and Company: 1,950 shares (about $1.52M)
O'Reilly Automotive: 12,460 shares (about $1.12M)
STERIS: 1,929 shares (about $463.38K)
ONEOK: 5,455 shares (about $445.29K)

Largest Sales this Quarter

Thermo Fisher Scientific: 2,075 shares (about $841.34K)
Union Pacific: 2,978 shares (about $685.18K)
3M: 4,500 shares (about $685.08K)
Procter & Gamble: 3,970 shares (about $632.50K)
Philip Morris International: 3,300 shares (about $601.03K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$31,509,087	$233,286 ▼	-0.7%	63,346	7.6%	Computer and Technology
AAPL Apple	$17,902,895	$32,622 ▼	-0.2%	87,259	4.3%	Computer and Technology
COST Costco Wholesale	$14,525,088	$85,133 ▼	-0.6%	14,673	3.5%	Retail/Wholesale
IWV iShares Russell 3000 ETF	$13,297,635	$96,876 ▼	-0.7%	37,885	3.2%	ETF
JPM JPMorgan Chase & Co.	$13,200,095	$192,209 ▲	1.5%	45,532	3.2%	Finance
NVDA NVIDIA	$12,050,344	$224,503 ▼	-1.8%	76,273	2.9%	Computer and Technology
GOOGL Alphabet	$10,830,391	$16,566 ▼	-0.2%	61,456	2.6%	Computer and Technology
AMZN Amazon.com	$10,708,865	$47,608 ▼	-0.4%	48,812	2.6%	Retail/Wholesale
V Visa	$9,915,297	$1,065 ▲	0.0%	27,926	2.4%	Business Services
XOM Exxon Mobil	$9,908,114	$396,165 ▼	-3.8%	91,912	2.4%	Energy
PGR Progressive	$8,818,237	$477,686 ▼	-5.1%	33,044	2.1%	Finance
TXN Texas Instruments	$7,832,232	$342,572 ▼	-4.2%	37,724	1.9%	Computer and Technology
WSO Watsco	$7,610,803	$281,309 ▼	-3.6%	17,234	1.8%	Construction
PG Procter & Gamble	$7,147,357	$632,495 ▼	-8.1%	44,862	1.7%	Consumer Staples
MMC Marsh & McLennan Companies	$7,055,676	$179,283 ▼	-2.5%	32,271	1.7%	Finance
ACN Accenture	$6,657,277	$240,909 ▼	-3.5%	22,273	1.6%	Computer and Technology
PANW Palo Alto Networks	$6,617,034	$353,209 ▲	5.6%	32,335	1.6%	Computer and Technology
CAT Caterpillar	$6,611,915	$83,464 ▼	-1.2%	17,032	1.6%	Industrials
LINDE PLC	$6,175,771	$1,408 ▼	0.0%	13,163	1.5%	SHS
TJX TJX Companies	$6,057,906	$4,322 ▲	0.1%	49,056	1.5%	Retail/Wholesale
JNJ Johnson & Johnson	$5,923,105	$175,665 ▼	-2.9%	38,776	1.4%	Medical
CVX Chevron	$5,645,180	$51,263 ▼	-0.9%	39,424	1.4%	Energy
OKE ONEOK	$5,415,747	$445,292 ▲	9.0%	66,345	1.3%	Energy
CB Chubb	$5,194,100	$2,897 ▲	0.1%	17,928	1.3%	Finance
NVO Novo Nordisk A/S	$5,177,310	$219,966 ▲	4.4%	75,012	1.2%	Medical
OTIS Otis Worldwide	$4,880,327	$16,338 ▼	-0.3%	49,286	1.2%	Industrials
TPL Texas Pacific Land	$4,790,729	$306,353 ▲	6.8%	4,535	1.2%	Energy
AMGN Amgen	$4,615,048	$10,331 ▼	-0.2%	16,529	1.1%	Medical
LLY Eli Lilly and Company	$4,493,990	$1,520,083 ▲	51.1%	5,765	1.1%	Medical
ASML ASML	$4,490,262	$141,047 ▲	3.2%	5,603	1.1%	Computer and Technology
IBM International Business Machines	$3,986,015	$288,884 ▼	-6.8%	13,522	1.0%	Computer and Technology
MRK Merck & Co., Inc.	$3,753,099	$119,372 ▼	-3.1%	47,412	0.9%	Medical
CCJ Cameco	$3,743,716	$458,370 ▼	-10.9%	50,434	0.9%	Basic Materials
IVV iShares Core S&P 500 ETF	$3,427,265	$1,242 ▼	0.0%	5,520	0.8%	ETF
BROOKFIELD INFRASTRUCTURE CO	$3,396,723	$267,696 ▼	-7.3%	81,652	0.8%	COM SUB VTG A
HON Honeywell International	$3,277,009	$339,997 ▼	-9.4%	14,072	0.8%	Multi-Sector Conglomerates
KO CocaCola	$2,917,218	$20,164 ▼	-0.7%	41,233	0.7%	Consumer Staples
PEP PepsiCo	$2,863,725	$281,249 ▼	-8.9%	21,688	0.7%	Consumer Staples
GOOG Alphabet	$2,749,839	$44,347 ▼	-1.6%	15,502	0.7%	Computer and Technology
VRTX Vertex Pharmaceuticals	$2,496,682	$40,068 ▲	1.6%	5,608	0.6%	Medical
EMR Emerson Electric	$2,433,139	$408,256 ▼	-14.4%	18,249	0.6%	Industrials
GE GE Aerospace	$2,209,178		0.0%	8,583	0.5%	Aerospace
NVS Novartis	$2,193,548	$161,548 ▼	-6.9%	18,127	0.5%	Medical
ABBV AbbVie	$2,178,808	$505,815 ▼	-18.8%	11,738	0.5%	Medical
DUK Duke Energy	$2,122,471		0.0%	17,987	0.5%	Utilities
CCOI Cogent Communications	$2,115,937	$55,490 ▲	2.7%	43,890	0.5%	Computer and Technology
RTX RTX	$1,974,921	$108,055 ▼	-5.2%	13,525	0.5%	Aerospace
LEU Centrus Energy	$1,955,447	$28,393 ▼	-1.4%	10,675	0.5%	Basic Materials
ADP Automatic Data Processing	$1,922,257	$14,803 ▼	-0.8%	6,233	0.5%	Computer and Technology
MCD McDonald's	$1,900,566		0.0%	6,505	0.5%	Retail/Wholesale
ABT Abbott Laboratories	$1,898,156	$284,261 ▼	-13.0%	13,956	0.5%	Medical
SSD Simpson Manufacturing	$1,862,943	$465,153 ▼	-20.0%	11,995	0.4%	Construction
CMI Cummins	$1,834,655	$68,775 ▼	-3.6%	5,602	0.4%	Auto/Tires/Trucks
VTI Vanguard Total Stock Market ETF	$1,824,492	$1,824,492 ▲	New Holding	6,003	0.4%	ETF
FICO Fair Isaac	$1,804,197		0.0%	987	0.4%	Computer and Technology
UNP Union Pacific	$1,783,810	$685,178 ▼	-27.8%	7,753	0.4%	Transportation
TMO Thermo Fisher Scientific	$1,771,876	$841,337 ▼	-32.2%	4,370	0.4%	Medical
CAC Camden National	$1,747,526	$14,406 ▼	-0.8%	43,064	0.4%	Finance
QQQ Invesco QQQ	$1,651,059		0.0%	2,993	0.4%	Finance
BNS Bank of Nova Scotia	$1,597,580	$160,283 ▲	11.2%	28,905	0.4%	Finance
ORCL Oracle	$1,574,248		0.0%	7,201	0.4%	Computer and Technology
HD Home Depot	$1,507,088	$1,833 ▼	-0.1%	4,111	0.4%	Retail/Wholesale
SO Southern	$1,506,104		0.0%	16,401	0.4%	Utilities
LANDBRIDGE COMPANY LLC	$1,504,804	$247,343 ▲	19.7%	22,267	0.4%	CL A
COCA-COLA EUROPACIFIC PARTNE	$1,402,390	$16,226 ▼	-1.1%	15,125	0.3%	SHS
AMAT Applied Materials	$1,390,636		0.0%	7,596	0.3%	Computer and Technology
MMM 3M	$1,385,536	$685,080 ▼	-33.1%	9,101	0.3%	Multi-Sector Conglomerates
EQNR Equinor ASA	$1,380,085	$175,980 ▼	-11.3%	54,896	0.3%	Energy
SHEL Shell	$1,366,594	$136,455 ▼	-9.1%	19,409	0.3%	Energy
TTE TotalEnergies	$1,346,283	$61,390 ▼	-4.4%	21,930	0.3%	Energy
LMT Lockheed Martin	$1,338,475	$41,219 ▲	3.2%	2,890	0.3%	Aerospace
MKC McCormick & Company, Incorporated	$1,301,546	$22,746 ▼	-1.7%	17,166	0.3%	Consumer Staples
AXP American Express	$1,287,255	$17,542 ▼	-1.3%	4,036	0.3%	Finance
T AT&T	$1,225,829		0.0%	42,358	0.3%	Computer and Technology
MO Altria Group	$1,222,142		0.0%	20,845	0.3%	Consumer Staples
CRSP CRISPR Therapeutics	$1,214,444	$20,672 ▲	1.7%	24,968	0.3%	Medical
ORLY O'Reilly Automotive	$1,203,236	$1,123,020 ▲	1,400.0%	13,350	0.3%	Retail/Wholesale
DHR Danaher	$1,192,549	$1,580 ▲	0.1%	6,037	0.3%	Medical
BTI British American Tobacco	$1,183,250		0.0%	25,000	0.3%	Consumer Staples
GE VERNOVA INC	$1,137,673		0.0%	2,150	0.3%	COM
CRM Salesforce	$1,137,117	$128,710 ▲	12.8%	4,170	0.3%	Computer and Technology
AVGO Broadcom	$1,121,069		0.0%	4,067	0.3%	Computer and Technology
PFF iShares Preferred and Income Securities ETF	$1,038,948	$107,380 ▼	-9.4%	33,864	0.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,033,883	$3,497 ▲	0.3%	9,460	0.2%	ETF
CCI Crown Castle	$984,359	$54,961 ▲	5.9%	9,582	0.2%	Finance
APD Air Products and Chemicals	$966,056	$53,591 ▼	-5.3%	3,425	0.2%	Basic Materials
ITW Illinois Tool Works	$960,566	$40,796 ▼	-4.1%	3,885	0.2%	Industrials
CI Cigna Group	$946,781		0.0%	2,864	0.2%	Medical
ROST Ross Stores	$944,857		0.0%	7,406	0.2%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$934,021	$2,171 ▼	-0.2%	15,060	0.2%	ETF
CL Colgate-Palmolive	$927,619	$113,350 ▼	-10.9%	10,205	0.2%	Consumer Staples
STE STERIS	$899,864	$463,384 ▲	106.2%	3,746	0.2%	Medical
PM Philip Morris International	$887,884	$601,029 ▼	-40.4%	4,875	0.2%	Consumer Staples
TGT Target	$871,869	$21,111 ▼	-2.4%	8,838	0.2%	Retail/Wholesale
SYY Sysco	$871,161		0.0%	11,502	0.2%	Consumer Staples
MAR Marriott International	$845,693		0.0%	3,095	0.2%	Consumer Discretionary
NEM Newmont	$825,486	$5,826 ▼	-0.7%	14,169	0.2%	Basic Materials
NEE NextEra Energy	$798,885	$30,545 ▼	-3.7%	11,508	0.2%	Utilities
EG Everest Group	$798,648		0.0%	2,350	0.2%	Finance
ADBE Adobe	$782,271	$138,116 ▼	-15.0%	2,022	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Ipswich Investment Management Co., Inc. Top Holdings and 13F Report (2025)

About Ipswich Investment Management Co., Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Ipswich Investment Management Co., Inc. Top Holdings and 13F Report (2025)

About Ipswich Investment Management Co., Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofIpswich Investment Management Co., Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools