Ipswich Investment Management Co., Inc. Top Holdings and 13F Report (2025) About Ipswich Investment Management Co., Inc.Investment ActivityIpswich Investment Management Co., Inc. has $428.15 million in total holdings as of September 30, 2025.Ipswich Investment Management Co., Inc. owns shares of 185 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 2.29% of the portfolio was purchased this quarter.About 3.70% of the portfolio was sold this quarter.This quarter, Ipswich Investment Management Co., Inc. has purchased 185 new stocks and bought additional shares in 27 stocks.Ipswich Investment Management Co., Inc. sold shares of 85 stocks and completely divested from 5 stocks this quarter.Largest Holdings Microsoft $32,493,235Apple $22,036,402Alphabet $14,770,027JPMorgan Chase & Co. $14,350,914iShares Russell 3000 ETF $14,121,199 Largest New Holdings this Quarter H2927K103 - AMRIZE LTD $4,091,273 Holding199908104 - Comfort Systems USA $428,268 Holding878742204 - Teck Resources $309,425 Holding92939U106 - WEC Energy Group $207,637 Holding97717X669 - WisdomTree U.S. Quality Dividend Growth Fund $201,939 Holding Largest Purchases this Quarter AMRIZE LTD 84,304 shares (about $4.09M)Marsh & McLennan Companies 5,206 shares (about $1.05M)Eli Lilly and Company 1,230 shares (about $938.49K)LANDBRIDGE COMPANY LLC 13,825 shares (about $737.56K)Comfort Systems USA 519 shares (about $428.27K) Largest Sales this Quarter Vertex Pharmaceuticals 3,525 shares (about $1.38M)Camden National 35,038 shares (about $1.35M)Lockheed Martin 2,360 shares (about $1.18M)Simpson Manufacturing 7,025 shares (about $1.18M)Otis Worldwide 8,395 shares (about $767.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIpswich Investment Management Co., Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$32,493,235$316,987 ▼-1.0%62,7347.6%Computer and TechnologyAAPLApple$22,036,402$182,315 ▼-0.8%86,5435.1%Computer and TechnologyGOOGLAlphabet$14,770,027$169,927 ▼-1.1%60,7573.4%Computer and TechnologyJPMJPMorgan Chase & Co.$14,350,914$11,356 ▼-0.1%45,4963.4%FinanceIWViShares Russell 3000 ETF$14,121,199$234,943 ▼-1.6%37,2653.3%ETFNVDANVIDIA$13,880,214$350,770 ▼-2.5%74,3933.2%Computer and TechnologyCOSTCostco Wholesale$13,594,445$12,959 ▲0.1%14,6873.2%Retail/WholesaleAMZNAmazon.com$10,749,049$31,399 ▲0.3%48,9552.5%Retail/WholesaleXOMExxon Mobil$10,047,604$315,475 ▼-3.0%89,1142.3%EnergyVVisa$9,458,438$75,105 ▼-0.8%27,7062.2%Business ServicesPGRProgressive$8,129,701$30,622 ▼-0.4%32,9201.9%FinanceCATCaterpillar$7,911,528$215,192 ▼-2.6%16,5811.8%IndustrialsMMCMarsh & McLennan Companies$7,552,689$1,049,158 ▲16.1%37,4771.8%FinanceTJXTJX Companies$7,072,464$18,067 ▼-0.3%48,9311.7%Retail/WholesaleJNJJohnson & Johnson$7,028,245$161,688 ▼-2.2%37,9041.6%MedicalTXNTexas Instruments$6,931,0080.0%37,7241.6%Computer and TechnologyPANWPalo Alto Networks$6,908,012$323,959 ▲4.9%33,9261.6%Computer and TechnologyWSOWatsco$6,817,237$150,398 ▼-2.2%16,8621.6%ConstructionPGProcter & Gamble$6,392,277$500,743 ▼-7.3%41,6031.5%Consumer StaplesCVXChevron$6,022,985$99,231 ▼-1.6%38,7851.4%EnergyLINDE PLC$5,967,379$284,998 ▼-4.6%12,5631.4%SHSASMLASML$5,803,789$379,497 ▲7.0%5,9951.4%Computer and TechnologyACNAccenture$5,533,540$40,936 ▲0.7%22,4391.3%Computer and TechnologyLLYEli Lilly and Company$5,337,185$938,490 ▲21.3%6,9951.2%MedicalCBChubb$5,009,373$50,805 ▼-1.0%17,7481.2%FinanceOKEONEOK$4,761,151$80,048 ▼-1.7%65,2481.1%EnergyAMGNAmgen$4,650,360$14,110 ▼-0.3%16,4791.1%MedicalTPLTexas Pacific Land$4,327,421$93,364 ▲2.2%4,6351.0%EnergyNVONovo Nordisk A/S$4,161,458$943 ▼0.0%74,9951.0%MedicalCCJCameco$4,127,505$101,890 ▼-2.4%49,2191.0%Basic MaterialsAMRIZE LTD$4,091,273$4,091,273 ▲New Holding84,3041.0%SHSIVViShares Core S&P 500 ETF$3,954,114$259,681 ▲7.0%5,9080.9%ETFMRKMerck & Co., Inc.$3,918,403$60,849 ▼-1.5%46,6870.9%MedicalOTISOtis Worldwide$3,738,689$767,560 ▼-17.0%40,8910.9%IndustrialsGOOGAlphabet$3,676,792$98,636 ▼-2.6%15,0970.9%Computer and TechnologyLEUCentrus Energy$3,356,508$46,511 ▲1.4%10,8250.8%Basic MaterialsIBMInternational Business Machines$3,312,558$502,809 ▼-13.2%11,7400.8%Computer and TechnologyBROOKFIELD INFRASTRUCTURE CO$3,298,235$59,295 ▼-1.8%80,2100.8%COM SUB VTG APEPPepsiCo$3,077,668$31,740 ▲1.0%21,9140.7%Consumer StaplesGEGE Aerospace$2,581,9380.0%8,5830.6%AerospaceKOCocaCola$2,575,388$159,167 ▼-5.8%38,8330.6%Consumer StaplesABBVAbbVie$2,473,773$244,043 ▼-9.0%10,6840.6%MedicalCMICummins$2,323,880$42,237 ▼-1.8%5,5020.5%Auto/Tires/TrucksEMREmerson Electric$2,315,196$78,708 ▼-3.3%17,6490.5%IndustrialsRTXRTX$2,267,656$4,518 ▲0.2%13,5520.5%AerospaceHONHoneywell International$2,219,020$743,041 ▼-25.1%10,5420.5%Multi-Sector ConglomeratesNVSNovartis$2,207,267$117,340 ▼-5.0%17,2120.5%MedicalDUKDuke Energy$2,117,244$108,653 ▼-4.9%17,1090.5%UtilitiesUNPUnion Pacific$2,020,491$187,914 ▲10.3%8,5480.5%TransportationMCDMcDonald's$1,976,8040.0%6,5050.5%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,960,159$9,845 ▼-0.5%5,9730.5%ETFBNSBank of Nova Scotia$1,952,754$84,045 ▲4.5%30,2050.5%FinanceLANDBRIDGE COMPANY LLC$1,925,508$737,564 ▲62.1%36,0920.4%CL AORCLOracle$1,891,764$133,298 ▼-6.6%6,7270.4%Computer and TechnologyADPAutomatic Data Processing$1,824,983$4,403 ▼-0.2%6,2180.4%Computer and TechnologyTMOThermo Fisher Scientific$1,790,694$328,844 ▼-15.5%3,6920.4%MedicalQQQInvesco QQQ$1,766,889$30,019 ▼-1.7%2,9430.4%FinanceCCOICogent Communications$1,697,333$14,151 ▲0.8%44,2590.4%Computer and TechnologyABTAbbott Laboratories$1,668,357$200,910 ▼-10.7%12,4560.4%MedicalHDHome Depot$1,663,523$2,026 ▼-0.1%4,1060.4%Retail/WholesaleCRSPCRISPR Therapeutics$1,633,082$14,906 ▲0.9%25,1980.4%MedicalSOSouthern$1,557,734$3,412 ▲0.2%16,4370.4%UtilitiesAMATApplied Materials$1,508,156$47,091 ▼-3.0%7,3660.4%Computer and TechnologyORLYO'Reilly Automotive$1,439,2640.0%13,3500.3%Retail/WholesaleMMM3M$1,412,2930.0%9,1010.3%Multi-Sector ConglomeratesSHELShell$1,388,3330.0%19,4090.3%EnergyFICOFair Isaac$1,384,290$92,785 ▼-6.3%9250.3%Computer and TechnologyMOAltria Group$1,377,0210.0%20,8450.3%Consumer StaplesCOCA-COLA EUROPACIFIC PARTNE$1,367,4510.0%15,1250.3%SHSEQNREquinor ASA$1,350,554$12,190 ▲0.9%55,3960.3%EnergyAVGOBroadcom$1,341,7440.0%4,0670.3%Computer and TechnologyAXPAmerican Express$1,340,4430.0%4,0360.3%FinanceBTIBritish American Tobacco$1,327,0000.0%25,0000.3%Consumer StaplesGE VERNOVA INC$1,322,0350.0%2,1500.3%COMTTETotalEnergies$1,309,0020.0%21,9300.3%EnergyTAT&T$1,197,026$847 ▲0.1%42,3880.3%Computer and TechnologySTESTERIS$1,155,297$228,387 ▲24.6%4,6690.3%MedicalDHRDanaher$1,120,566$76,330 ▼-6.4%5,6520.3%MedicalNEMNewmont$1,110,278$84,310 ▼-7.1%13,1690.3%Basic MaterialsMKCMcCormick & Company, Incorporated$1,108,850$39,745 ▼-3.5%16,5720.3%Consumer StaplesROSTRoss Stores$1,108,790$19,811 ▼-1.8%7,2760.3%Retail/WholesalePFFiShares Preferred and Income Securities ETF$1,070,7800.0%33,8640.3%ETFIJRiShares Core S&P Small-Cap ETF$1,022,651$101,481 ▼-9.0%8,6060.2%ETFCRMSalesforce$1,015,071$26,781 ▲2.7%4,2830.2%Computer and TechnologyITWIllinois Tool Works$1,010,445$2,608 ▼-0.3%3,8750.2%IndustrialsIJHiShares Core S&P Mid-Cap ETF$981,510$1,305 ▼-0.1%15,0400.2%ETFSYYSysco$947,0750.0%11,5020.2%Consumer StaplesNEENextEra Energy$868,7390.0%11,5080.2%UtilitiesLHXL3Harris Technologies$833,158$9,162 ▲1.1%2,7280.2%AerospaceSSDSimpson Manufacturing$832,276$1,176,406 ▼-58.6%4,9700.2%ConstructionCCICrown Castle$828,946$95,622 ▼-10.3%8,5910.2%FinanceCICigna Group$825,5480.0%2,8640.2%MedicalEGEverest Group$823,0410.0%2,3500.2%FinanceAFLAflac$822,1120.0%7,3600.2%FinanceVRTXVertex Pharmaceuticals$815,786$1,380,531 ▼-62.9%2,0830.2%MedicalMARMarriott International$806,1650.0%3,0950.2%Consumer DiscretionaryAPDAir Products and Chemicals$796,615$137,451 ▼-14.7%2,9210.2%Basic MaterialsPMPhilip Morris International$790,7250.0%4,8750.2%Consumer StaplesRCLRoyal Caribbean Cruises$750,2930.0%2,3190.2%Consumer DiscretionaryBMYBristol Myers Squibb$746,450$7,216 ▼-1.0%16,5510.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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