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 $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: $32,493,235
Apple: $22,036,402
Alphabet: $14,770,027
JPMorgan Chase & Co.: $14,350,914
iShares Russell 3000 ETF: $14,121,199

Largest New Holdings this Quarter

H2927K103 - AMRIZE LTD: $4,091,273 Holding
199908104 - Comfort Systems USA: $428,268 Holding
878742204 - Teck Resources: $309,425 Holding
92939U106 - WEC Energy Group: $207,637 Holding
97717X669 - 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 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	$32,493,235	$316,987 ▼	-1.0%	62,734	7.6%	Computer and Technology
AAPL Apple	$22,036,402	$182,315 ▼	-0.8%	86,543	5.1%	Computer and Technology
GOOGL Alphabet	$14,770,027	$169,927 ▼	-1.1%	60,757	3.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$14,350,914	$11,356 ▼	-0.1%	45,496	3.4%	Finance
IWV iShares Russell 3000 ETF	$14,121,199	$234,943 ▼	-1.6%	37,265	3.3%	ETF
NVDA NVIDIA	$13,880,214	$350,770 ▼	-2.5%	74,393	3.2%	Computer and Technology
COST Costco Wholesale	$13,594,445	$12,959 ▲	0.1%	14,687	3.2%	Retail/Wholesale
AMZN Amazon.com	$10,749,049	$31,399 ▲	0.3%	48,955	2.5%	Retail/Wholesale
XOM Exxon Mobil	$10,047,604	$315,475 ▼	-3.0%	89,114	2.3%	Energy
V Visa	$9,458,438	$75,105 ▼	-0.8%	27,706	2.2%	Business Services
PGR Progressive	$8,129,701	$30,622 ▼	-0.4%	32,920	1.9%	Finance
CAT Caterpillar	$7,911,528	$215,192 ▼	-2.6%	16,581	1.8%	Industrials
MMC Marsh & McLennan Companies	$7,552,689	$1,049,158 ▲	16.1%	37,477	1.8%	Finance
TJX TJX Companies	$7,072,464	$18,067 ▼	-0.3%	48,931	1.7%	Retail/Wholesale
JNJ Johnson & Johnson	$7,028,245	$161,688 ▼	-2.2%	37,904	1.6%	Medical
TXN Texas Instruments	$6,931,008		0.0%	37,724	1.6%	Computer and Technology
PANW Palo Alto Networks	$6,908,012	$323,959 ▲	4.9%	33,926	1.6%	Computer and Technology
WSO Watsco	$6,817,237	$150,398 ▼	-2.2%	16,862	1.6%	Construction
PG Procter & Gamble	$6,392,277	$500,743 ▼	-7.3%	41,603	1.5%	Consumer Staples
CVX Chevron	$6,022,985	$99,231 ▼	-1.6%	38,785	1.4%	Energy
LINDE PLC	$5,967,379	$284,998 ▼	-4.6%	12,563	1.4%	SHS
ASML ASML	$5,803,789	$379,497 ▲	7.0%	5,995	1.4%	Computer and Technology
ACN Accenture	$5,533,540	$40,936 ▲	0.7%	22,439	1.3%	Computer and Technology
LLY Eli Lilly and Company	$5,337,185	$938,490 ▲	21.3%	6,995	1.2%	Medical
CB Chubb	$5,009,373	$50,805 ▼	-1.0%	17,748	1.2%	Finance
OKE ONEOK	$4,761,151	$80,048 ▼	-1.7%	65,248	1.1%	Energy
AMGN Amgen	$4,650,360	$14,110 ▼	-0.3%	16,479	1.1%	Medical
TPL Texas Pacific Land	$4,327,421	$93,364 ▲	2.2%	4,635	1.0%	Energy
NVO Novo Nordisk A/S	$4,161,458	$943 ▼	0.0%	74,995	1.0%	Medical
CCJ Cameco	$4,127,505	$101,890 ▼	-2.4%	49,219	1.0%	Basic Materials
AMRIZE LTD	$4,091,273	$4,091,273 ▲	New Holding	84,304	1.0%	SHS
IVV iShares Core S&P 500 ETF	$3,954,114	$259,681 ▲	7.0%	5,908	0.9%	ETF
MRK Merck & Co., Inc.	$3,918,403	$60,849 ▼	-1.5%	46,687	0.9%	Medical
OTIS Otis Worldwide	$3,738,689	$767,560 ▼	-17.0%	40,891	0.9%	Industrials
GOOG Alphabet	$3,676,792	$98,636 ▼	-2.6%	15,097	0.9%	Computer and Technology
LEU Centrus Energy	$3,356,508	$46,511 ▲	1.4%	10,825	0.8%	Basic Materials
IBM International Business Machines	$3,312,558	$502,809 ▼	-13.2%	11,740	0.8%	Computer and Technology
BROOKFIELD INFRASTRUCTURE CO	$3,298,235	$59,295 ▼	-1.8%	80,210	0.8%	COM SUB VTG A
PEP PepsiCo	$3,077,668	$31,740 ▲	1.0%	21,914	0.7%	Consumer Staples
GE GE Aerospace	$2,581,938		0.0%	8,583	0.6%	Aerospace
KO CocaCola	$2,575,388	$159,167 ▼	-5.8%	38,833	0.6%	Consumer Staples
ABBV AbbVie	$2,473,773	$244,043 ▼	-9.0%	10,684	0.6%	Medical
CMI Cummins	$2,323,880	$42,237 ▼	-1.8%	5,502	0.5%	Auto/Tires/Trucks
EMR Emerson Electric	$2,315,196	$78,708 ▼	-3.3%	17,649	0.5%	Industrials
RTX RTX	$2,267,656	$4,518 ▲	0.2%	13,552	0.5%	Aerospace
HON Honeywell International	$2,219,020	$743,041 ▼	-25.1%	10,542	0.5%	Multi-Sector Conglomerates
NVS Novartis	$2,207,267	$117,340 ▼	-5.0%	17,212	0.5%	Medical
DUK Duke Energy	$2,117,244	$108,653 ▼	-4.9%	17,109	0.5%	Utilities
UNP Union Pacific	$2,020,491	$187,914 ▲	10.3%	8,548	0.5%	Transportation
MCD McDonald's	$1,976,804		0.0%	6,505	0.5%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$1,960,159	$9,845 ▼	-0.5%	5,973	0.5%	ETF
BNS Bank of Nova Scotia	$1,952,754	$84,045 ▲	4.5%	30,205	0.5%	Finance
LANDBRIDGE COMPANY LLC	$1,925,508	$737,564 ▲	62.1%	36,092	0.4%	CL A
ORCL Oracle	$1,891,764	$133,298 ▼	-6.6%	6,727	0.4%	Computer and Technology
ADP Automatic Data Processing	$1,824,983	$4,403 ▼	-0.2%	6,218	0.4%	Computer and Technology
TMO Thermo Fisher Scientific	$1,790,694	$328,844 ▼	-15.5%	3,692	0.4%	Medical
QQQ Invesco QQQ	$1,766,889	$30,019 ▼	-1.7%	2,943	0.4%	Finance
CCOI Cogent Communications	$1,697,333	$14,151 ▲	0.8%	44,259	0.4%	Computer and Technology
ABT Abbott Laboratories	$1,668,357	$200,910 ▼	-10.7%	12,456	0.4%	Medical
HD Home Depot	$1,663,523	$2,026 ▼	-0.1%	4,106	0.4%	Retail/Wholesale
CRSP CRISPR Therapeutics	$1,633,082	$14,906 ▲	0.9%	25,198	0.4%	Medical
SO Southern	$1,557,734	$3,412 ▲	0.2%	16,437	0.4%	Utilities
AMAT Applied Materials	$1,508,156	$47,091 ▼	-3.0%	7,366	0.4%	Computer and Technology
ORLY O'Reilly Automotive	$1,439,264		0.0%	13,350	0.3%	Retail/Wholesale
MMM 3M	$1,412,293		0.0%	9,101	0.3%	Multi-Sector Conglomerates
SHEL Shell	$1,388,333		0.0%	19,409	0.3%	Energy
FICO Fair Isaac	$1,384,290	$92,785 ▼	-6.3%	925	0.3%	Computer and Technology
MO Altria Group	$1,377,021		0.0%	20,845	0.3%	Consumer Staples
COCA-COLA EUROPACIFIC PARTNE	$1,367,451		0.0%	15,125	0.3%	SHS
EQNR Equinor ASA	$1,350,554	$12,190 ▲	0.9%	55,396	0.3%	Energy
AVGO Broadcom	$1,341,744		0.0%	4,067	0.3%	Computer and Technology
AXP American Express	$1,340,443		0.0%	4,036	0.3%	Finance
BTI British American Tobacco	$1,327,000		0.0%	25,000	0.3%	Consumer Staples
GE VERNOVA INC	$1,322,035		0.0%	2,150	0.3%	COM
TTE TotalEnergies	$1,309,002		0.0%	21,930	0.3%	Energy
T AT&T	$1,197,026	$847 ▲	0.1%	42,388	0.3%	Computer and Technology
STE STERIS	$1,155,297	$228,387 ▲	24.6%	4,669	0.3%	Medical
DHR Danaher	$1,120,566	$76,330 ▼	-6.4%	5,652	0.3%	Medical
NEM Newmont	$1,110,278	$84,310 ▼	-7.1%	13,169	0.3%	Basic Materials
MKC McCormick & Company, Incorporated	$1,108,850	$39,745 ▼	-3.5%	16,572	0.3%	Consumer Staples
ROST Ross Stores	$1,108,790	$19,811 ▼	-1.8%	7,276	0.3%	Retail/Wholesale
PFF iShares Preferred and Income Securities ETF	$1,070,780		0.0%	33,864	0.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,022,651	$101,481 ▼	-9.0%	8,606	0.2%	ETF
CRM Salesforce	$1,015,071	$26,781 ▲	2.7%	4,283	0.2%	Computer and Technology
ITW Illinois Tool Works	$1,010,445	$2,608 ▼	-0.3%	3,875	0.2%	Industrials
IJH iShares Core S&P Mid-Cap ETF	$981,510	$1,305 ▼	-0.1%	15,040	0.2%	ETF
SYY Sysco	$947,075		0.0%	11,502	0.2%	Consumer Staples
NEE NextEra Energy	$868,739		0.0%	11,508	0.2%	Utilities
LHX L3Harris Technologies	$833,158	$9,162 ▲	1.1%	2,728	0.2%	Aerospace
SSD Simpson Manufacturing	$832,276	$1,176,406 ▼	-58.6%	4,970	0.2%	Construction
CCI Crown Castle	$828,946	$95,622 ▼	-10.3%	8,591	0.2%	Finance
CI Cigna Group	$825,548		0.0%	2,864	0.2%	Medical
EG Everest Group	$823,041		0.0%	2,350	0.2%	Finance
AFL Aflac	$822,112		0.0%	7,360	0.2%	Finance
VRTX Vertex Pharmaceuticals	$815,786	$1,380,531 ▼	-62.9%	2,083	0.2%	Medical
MAR Marriott International	$806,165		0.0%	3,095	0.2%	Consumer Discretionary
APD Air Products and Chemicals	$796,615	$137,451 ▼	-14.7%	2,921	0.2%	Basic Materials
PM Philip Morris International	$790,725		0.0%	4,875	0.2%	Consumer Staples
RCL Royal Caribbean Cruises	$750,293		0.0%	2,319	0.2%	Consumer Discretionary
BMY Bristol Myers Squibb	$746,450	$7,216 ▼	-1.0%	16,551	0.2%	Medical

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