Ipswich Investment Management Co., Inc. Top Holdings and 13F Report (2025) About Ipswich Investment Management Co., Inc.Investment ActivityIpswich Investment Management Co., Inc. has $415.65 million in total holdings as of December 31, 2024.Ipswich Investment Management Co., Inc. owns shares of 186 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 3.98% of the portfolio was purchased this quarter.About 5.20% of the portfolio was sold this quarter.This quarter, Ipswich Investment Management Co., Inc. has purchased 192 new stocks and bought additional shares in 35 stocks.Ipswich Investment Management Co., Inc. sold shares of 97 stocks and completely divested from 14 stocks this quarter.Largest Holdings Microsoft $27,247,576Apple $22,209,208Costco Wholesale $14,361,337iShares Russell 3000 ETF $12,935,141Alphabet $11,716,534 Largest New Holdings this Quarter BROOKFIELD INFRASTRUCTURE CO $3,554,889 HoldingLANDBRIDGE COMPANY LLC $1,017,902 HoldingEverest Group $761,166 HoldingCentrus Energy $716,058 HoldingCopart $303,593 Holding Largest Purchases this Quarter BROOKFIELD INFRASTRUCTURE CO 88,850 shares (about $3.55M)Palo Alto Networks 15,592 shares (about $2.84M)Cameco 37,809 shares (about $1.94M)Vertex Pharmaceuticals 3,485 shares (about $1.40M)LANDBRIDGE COMPANY LLC 15,757 shares (about $1.02M) Largest Sales this Quarter Merck & Co., Inc. 14,333 shares (about $1.43M)American Water Works 7,791 shares (about $969.90K)Crown Castle 9,765 shares (about $886.27K)Otis Worldwide 9,285 shares (about $859.89K)Costco Wholesale 812 shares (about $744.00K) 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$27,247,576$161,014 ▼-0.6%64,6446.6%Computer and TechnologyAAPLApple$22,209,208$408,685 ▼-1.8%88,6885.3%Computer and TechnologyCOSTCostco Wholesale$14,361,337$743,997 ▼-4.9%15,6743.5%Retail/WholesaleIWViShares Russell 3000 ETF$12,935,141$474,635 ▲3.8%38,6993.1%ETFGOOGLAlphabet$11,716,534$208,230 ▲1.8%61,8942.8%Computer and TechnologyJPMJPMorgan Chase & Co.$10,824,120$29,484 ▼-0.3%45,1552.6%FinanceAMZNAmazon.com$10,743,309$32,250 ▲0.3%48,9692.6%Retail/WholesaleXOMExxon Mobil$10,390,939$5,916 ▼-0.1%96,5972.5%Oils/EnergyNVDANVIDIA$10,081,396$224,935 ▼-2.2%75,0722.4%Computer and TechnologyVVisa$8,728,545$194,368 ▲2.3%27,6182.1%Business ServicesPGRProgressive$8,657,692$284,420 ▼-3.2%36,1322.1%FinanceACNAccenture$8,388,199$48,899 ▼-0.6%23,8442.0%Computer and TechnologyWSOWatsco$8,311,949$6,161 ▲0.1%17,5402.0%ConstructionPGProcter & Gamble$7,749,562$504,287 ▼-6.1%46,2251.9%Consumer StaplesTXNTexas Instruments$7,431,561$6,188 ▼-0.1%39,6331.8%Computer and TechnologyMMCMarsh & McLennan Companies$7,138,834$31,012 ▼-0.4%33,6091.7%FinanceOKEONEOK$6,468,778$245,579 ▲3.9%64,4301.6%Oils/EnergyCATCaterpillar$6,417,514$5,441 ▼-0.1%17,6911.5%Industrial ProductsJNJJohnson & Johnson$6,117,493$77,806 ▼-1.3%42,3001.5%MedicalTJXTJX Companies$6,011,607$164,301 ▼-2.7%49,7611.4%Retail/WholesaleCVXChevron$5,997,448$25,492 ▲0.4%41,4071.4%Oils/EnergyNVONovo Nordisk A/S$5,959,443$108,987 ▼-1.8%69,2801.4%MedicalLINDE PLC$5,572,876$168,723 ▼-2.9%13,3111.3%SHSPANWPalo Alto Networks$5,539,590$2,837,120 ▲105.0%30,4441.3%Computer and TechnologyMRKMerck & Co., Inc.$5,150,832$1,425,835 ▼-21.7%51,7781.2%MedicalCBChubb$5,131,167$544,035 ▲11.9%18,5711.2%FinanceTPLTexas Pacific Land$4,783,277$110,596 ▼-2.3%4,3251.2%Oils/EnergyOTISOtis Worldwide$4,657,475$859,889 ▼-15.6%50,2911.1%ConstructionAMGNAmgen$4,372,484$344,565 ▼-7.3%16,7761.1%MedicalUNPUnion Pacific$3,944,522$376,483 ▼-8.7%17,2980.9%TransportationASMLASML$3,925,669$47,823 ▲1.2%5,6640.9%Computer and TechnologyPEPPepsiCo$3,881,683$4,562 ▼-0.1%25,5270.9%Consumer StaplesHONHoneywell International$3,672,218$1,581 ▲0.0%16,2570.9%Multi-Sector ConglomeratesBROOKFIELD INFRASTRUCTURE CO$3,554,889$3,554,889 ▲New Holding88,8500.9%COM SUB VTG ATMOThermo Fisher Scientific$3,354,983$208,093 ▼-5.8%6,4490.8%MedicalCCOICogent Communications$3,273,857$107,898 ▲3.4%42,4790.8%Computer and TechnologyLLYEli Lilly and Company$3,250,120$10,808 ▼-0.3%4,2100.8%MedicalIVViShares Core S&P 500 ETF$3,249,416$73,583 ▲2.3%5,5200.8%ETFIBMInternational Business Machines$3,242,932$174,105 ▼-5.1%14,7520.8%Computer and TechnologyABBVAbbVie$2,985,005$213,240 ▼-6.7%16,7980.7%MedicalCCJCameco$2,979,027$1,943,005 ▲187.5%57,9690.7%Basic MaterialsGOOGAlphabet$2,903,574$137,875 ▼-4.5%15,2470.7%Computer and TechnologyKOCoca-Cola$2,709,416$134,481 ▼-4.7%43,5180.7%Consumer StaplesEMREmerson Electric$2,641,072$377,986 ▼-12.5%21,3110.6%Industrial ProductsADPAutomatic Data Processing$2,208,941$1,464 ▼-0.1%7,5460.5%Business ServicesSSDSimpson Manufacturing$2,170,383$390,530 ▲21.9%13,0880.5%ConstructionABTAbbott Laboratories$2,042,8800.0%18,0610.5%MedicalCMICummins$2,026,063$161,402 ▼-7.4%5,8120.5%Auto/Tires/TrucksCACCamden National$2,018,129$42,013 ▼-2.0%47,2190.5%FinanceVRTXVertex Pharmaceuticals$2,016,722$1,403,410 ▲228.8%5,0080.5%MedicalNVSNovartis$1,968,2890.0%20,2270.5%MedicalMCDMcDonald's$1,948,061$8,697 ▼-0.4%6,7200.5%Retail/WholesaleLHXL3Harris Technologies$1,923,011$53,621 ▲2.9%9,1450.5%AerospaceDUKDuke Energy$1,914,760$20,794 ▼-1.1%17,7720.5%UtilitiesFICOFair Isaac$1,791,837$627,143 ▼-25.9%9000.4%Computer and TechnologyMMM3M$1,755,753$238,946 ▼-12.0%13,6010.4%Multi-Sector ConglomeratesRTXRTX$1,650,746$4,629 ▲0.3%14,2650.4%AerospaceHDHome Depot$1,618,797$7,390 ▲0.5%4,1620.4%Retail/WholesaleQQQInvesco QQQ$1,530,111$2,556 ▲0.2%2,9930.4%FinanceBNSBank of Nova Scotia$1,523,231$92,989 ▼-5.8%28,3550.4%FinanceEQNREquinor ASA$1,436,799$486,830 ▼-25.3%60,6500.3%Oils/EnergyGEGeneral Electric$1,431,559$76,390 ▼-5.1%8,5830.3%TransportationDHRDanaher$1,398,419$19,282 ▲1.4%6,0920.3%MedicalLMTLockheed Martin$1,394,162$247,829 ▲21.6%2,8690.3%AerospaceMKCMcCormick & Company, Incorporated$1,372,797$403,087 ▼-22.7%18,0060.3%Consumer StaplesSOSouthern$1,327,081$24,696 ▼-1.8%16,1210.3%UtilitiesTGTTarget$1,300,702$15,546 ▼-1.2%9,6220.3%Retail/WholesaleSHELShell$1,253,069$132,568 ▼-9.6%20,0010.3%Oils/EnergyTTETotalEnergies$1,238,785$86,928 ▼-6.6%22,7300.3%Oils/EnergyAMATApplied Materials$1,238,623$1,626 ▼-0.1%7,6160.3%Computer and TechnologyCOCA-COLA EUROPACIFIC PARTNE$1,228,9600.0%16,0000.3%SHSORCLOracle$1,204,0590.0%7,2260.3%Computer and TechnologyCRMSalesforce$1,196,233$4,012 ▼-0.3%3,5780.3%Computer and TechnologyAXPAmerican Express$1,191,770$2,968 ▼-0.2%4,0160.3%FinanceITWIllinois Tool Works$1,189,450$36,766 ▼-3.0%4,6910.3%Industrial ProductsPFFiShares Preferred and Income Securities ETF$1,174,7240.0%37,3640.3%ETFROSTRoss Stores$1,127,869$68,677 ▼-5.7%7,4560.3%Retail/WholesaleMAMastercard$1,116,855$47,391 ▼-4.1%2,1210.3%Business ServicesMOAltria Group$1,089,9850.0%20,8450.3%Consumer StaplesCLColgate-Palmolive$1,081,995$87,272 ▼-7.5%11,9020.3%Consumer StaplesBMYBristol-Myers Squibb$1,052,864$77,487 ▼-6.9%18,6150.3%MedicalADBEAdobe$1,046,332$217,893 ▲26.3%2,3530.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,045,967$191,611 ▲22.4%9,0780.3%ETFLANDBRIDGE COMPANY LLC$1,017,902$1,017,902 ▲New Holding15,7570.2%CL AORLYO'Reilly Automotive$1,013,859$35,574 ▲3.6%8550.2%Retail/WholesaleAPDAir Products and Chemicals$1,013,690$65,259 ▲6.9%3,4950.2%Basic MaterialsPMPhilip Morris International$995,896$602 ▼-0.1%8,2750.2%Consumer StaplesCRSPCRISPR Therapeutics$995,336$29,520 ▲3.1%25,2880.2%MedicalQCOMQUALCOMM$962,890$2,304 ▼-0.2%6,2680.2%Computer and TechnologyTAT&T$951,617$569 ▲0.1%41,7930.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$943,6850.0%15,1450.2%ETFAVGOBroadcom$928,983$220,944 ▼-19.2%4,0070.2%Computer and TechnologyBTIBritish American Tobacco$908,000$34,286 ▼-3.6%25,0000.2%Consumer StaplesNEENextEra Energy$899,208$215,930 ▼-19.4%12,5430.2%UtilitiesMARMarriott International$898,297$2,790 ▼-0.3%3,2200.2%Consumer DiscretionarySYYSysco$884,413$2,676 ▼-0.3%11,5670.2%Consumer StaplesCCICrown Castle$850,603$886,272 ▼-51.0%9,3720.2%FinanceAMDAdvanced Micro Devices$827,0490.0%6,8470.2%Computer and TechnologyCHDChurch & Dwight$811,338$6,807 ▼-0.8%7,7480.2%Consumer StaplesCIThe Cigna Group$790,865$13,807 ▼-1.7%2,8640.2%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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