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 $402.95 million in total holdings as of March 31, 2025.
Ipswich Investment Management Co., Inc. owns shares of 186 different stocks, but just 57 companies or ETFs make up 80% of its holdings.
Approximately 1.33% of the portfolio was purchased this quarter.
About 3.58% of the portfolio was sold this quarter.
This quarter, Ipswich Investment Management Co., Inc. has purchased 186 new stocks and bought additional shares in 42 stocks.
Ipswich Investment Management Co., Inc. sold shares of 80 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Microsoft: $23,955,628
Apple: $19,418,124
Costco Wholesale: $13,958,479
iShares Russell 3000 ETF: $12,121,460
Exxon Mobil: $11,368,162

Largest New Holdings this Quarter

G8473T100 - STERIS: $411,823 Holding
11133T103 - Broadridge Financial Solutions: $361,265 Holding
12572Q105 - CME Group: $252,026 Holding
115236101 - Brown & Brown: $210,236 Holding
126650100 - CVS Health: $205,892 Holding

Largest Purchases this Quarter

Procter & Gamble: 2,607 shares (about $444.28K)
STERIS: 1,817 shares (about $411.82K)
Broadridge Financial Solutions: 1,490 shares (about $361.27K)
Simpson Manufacturing: 1,902 shares (about $298.77K)
NVIDIA: 2,622 shares (about $284.17K)

Largest Sales this Quarter

Union Pacific: 6,567 shares (about $1.55M)
L3Harris Technologies: 4,487 shares (about $939.17K)
Costco Wholesale: 915 shares (about $865.37K)
Waste Management: 2,550 shares (about $590.35K)
SPDR S&P 500 ETF Trust: 900 shares (about $503.45K)

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	$23,955,628	$311,200 ▼	-1.3%	63,815	5.9%	Computer and Technology
AAPL Apple	$19,418,124	$282,105 ▼	-1.4%	87,418	4.8%	Computer and Technology
COST Costco Wholesale	$13,958,479	$865,371 ▼	-5.8%	14,759	3.5%	Retail/Wholesale
IWV iShares Russell 3000 ETF	$12,121,460	$170,890 ▼	-1.4%	38,161	3.0%	ETF
XOM Exxon Mobil	$11,368,162	$120,119 ▼	-1.0%	95,587	2.8%	Energy
JPM JPMorgan Chase & Co.	$11,006,285	$70,155 ▼	-0.6%	44,869	2.7%	Finance
PGR Progressive	$9,858,493	$367,352 ▼	-3.6%	34,834	2.4%	Finance
V Visa	$9,786,063	$106,892 ▲	1.1%	27,923	2.4%	Business Services
GOOGL Alphabet	$9,518,092	$53,196 ▼	-0.6%	61,550	2.4%	Computer and Technology
AMZN Amazon.com	$9,328,258	$11,416 ▲	0.1%	49,029	2.3%	Retail/Wholesale
WSO Watsco	$9,083,741	$168,246 ▲	1.9%	17,871	2.3%	Construction
NVDA NVIDIA	$8,420,457	$284,172 ▲	3.5%	77,694	2.1%	Computer and Technology
PG Procter & Gamble	$8,321,889	$444,282 ▲	5.6%	48,832	2.1%	Consumer Staples
MMC Marsh & McLennan Companies	$8,075,135	$126,407 ▼	-1.5%	33,091	2.0%	Finance
ACN Accenture	$7,201,676	$238,714 ▼	-3.2%	23,079	1.8%	Computer and Technology
TXN Texas Instruments	$7,075,486	$46,542 ▼	-0.7%	39,374	1.8%	Computer and Technology
CVX Chevron	$6,655,198	$271,849 ▼	-3.9%	39,782	1.7%	Energy
JNJ Johnson & Johnson	$6,621,404	$393,709 ▼	-5.6%	39,926	1.6%	Medical
LINDE PLC	$6,130,571	$67,517 ▼	-1.1%	13,166	1.5%	SHS
OKE ONEOK	$6,041,512	$351,239 ▼	-5.5%	60,890	1.5%	Energy
TJX TJX Companies	$5,970,738	$90,132 ▼	-1.5%	49,021	1.5%	Retail/Wholesale
CAT Caterpillar	$5,687,994	$146,429 ▼	-2.5%	17,247	1.4%	Industrials
TPL Texas Pacific Land	$5,624,583	$105,999 ▼	-1.8%	4,245	1.4%	Energy
CB Chubb	$5,411,057	$197,199 ▼	-3.5%	17,918	1.3%	Finance
PANW Palo Alto Networks	$5,223,120	$28,156 ▲	0.5%	30,609	1.3%	Computer and Technology
AMGN Amgen	$5,161,122	$65,425 ▼	-1.3%	16,566	1.3%	Medical
OTIS Otis Worldwide	$5,103,371	$86,688 ▼	-1.7%	49,451	1.3%	Construction
NVO Novo Nordisk A/S	$4,987,510	$176,724 ▲	3.7%	71,825	1.2%	Medical
MRK Merck & Co., Inc.	$4,391,020	$256,532 ▼	-5.5%	48,920	1.1%	Medical
IBM International Business Machines	$3,606,067	$62,165 ▼	-1.7%	14,502	0.9%	Computer and Technology
ASML ASML	$3,596,154	$157,046 ▼	-4.2%	5,427	0.9%	Computer and Technology
PEP PepsiCo	$3,571,318	$256,251 ▼	-6.7%	23,818	0.9%	Consumer Staples
HON Honeywell International	$3,288,830	$153,515 ▼	-4.5%	15,532	0.8%	Multi-Sector Conglomerates
TMO Thermo Fisher Scientific	$3,207,051	$1,990 ▼	-0.1%	6,445	0.8%	Medical
BROOKFIELD INFRASTRUCTURE CO	$3,187,869	$27,613 ▼	-0.9%	88,087	0.8%	COM SUB VTG A
LLY Eli Lilly and Company	$3,150,847	$326,234 ▼	-9.4%	3,815	0.8%	Medical
IVV iShares Core S&P 500 ETF	$3,102,719	$1,124 ▲	0.0%	5,522	0.8%	ETF
ABBV AbbVie	$3,030,288	$489,229 ▼	-13.9%	14,463	0.8%	Medical
KO Coca-Cola	$2,973,502	$143,239 ▼	-4.6%	41,518	0.7%	Consumer Staples
VRTX Vertex Pharmaceuticals	$2,675,237	$247,258 ▲	10.2%	5,518	0.7%	Medical
CCOI Cogent Communications	$2,620,328	$15,941 ▲	0.6%	42,739	0.7%	Computer and Technology
UNP Union Pacific	$2,535,091	$1,551,388 ▼	-38.0%	10,731	0.6%	Transportation
GOOG Alphabet	$2,460,882	$78,894 ▲	3.3%	15,752	0.6%	Computer and Technology
SSD Simpson Manufacturing	$2,354,629	$298,766 ▲	14.5%	14,990	0.6%	Construction
EMR Emerson Electric	$2,336,538		0.0%	21,311	0.6%	Industrials
CCJ Cameco	$2,330,026	$55,978 ▼	-2.3%	56,609	0.6%	Basic Materials
DUK Duke Energy	$2,193,879	$26,224 ▲	1.2%	17,987	0.5%	Utilities
NVS Novartis	$2,169,624	$85,282 ▼	-3.8%	19,462	0.5%	Medical
ABT Abbott Laboratories	$2,128,502	$267,290 ▼	-11.2%	16,046	0.5%	Medical
MCD McDonald's	$2,031,967	$67,160 ▼	-3.2%	6,505	0.5%	Retail/Wholesale
MMM 3M	$1,997,443		0.0%	13,601	0.5%	Multi-Sector Conglomerates
ADP Automatic Data Processing	$1,919,034	$386,495 ▼	-16.8%	6,281	0.5%	Business Services
RTX RTX	$1,889,542		0.0%	14,265	0.5%	Aerospace
CMI Cummins	$1,821,713		0.0%	5,812	0.5%	Auto/Tires/Trucks
FICO Fair Isaac	$1,820,186	$160,442 ▲	9.7%	987	0.5%	Computer and Technology
CAC Camden National	$1,757,156	$153,785 ▼	-8.0%	43,419	0.4%	Finance
GE General Electric	$1,717,887		0.0%	8,583	0.4%	Transportation
EQNR Equinor ASA	$1,637,149	$32,957 ▲	2.1%	61,896	0.4%	Energy
SHEL Shell	$1,564,315	$98,635 ▲	6.7%	21,347	0.4%	Energy
HD Home Depot	$1,508,304	$16,857 ▼	-1.1%	4,116	0.4%	Retail/Wholesale
SO Southern	$1,508,072	$25,746 ▲	1.7%	16,401	0.4%	Utilities
TTE TotalEnergies	$1,483,342	$12,938 ▲	0.9%	22,930	0.4%	Energy
MKC McCormick & Company, Incorporated	$1,437,648	$44,448 ▼	-3.0%	17,466	0.4%	Consumer Staples
QQQ Invesco QQQ	$1,403,478		0.0%	2,993	0.3%	Finance
LANDBRIDGE COMPANY LLC	$1,338,588	$205,029 ▲	18.1%	18,607	0.3%	CL A
COCA-COLA EUROPACIFIC PARTNE	$1,331,559	$60,921 ▼	-4.4%	15,300	0.3%	SHS
PM Philip Morris International	$1,297,618	$15,873 ▼	-1.2%	8,175	0.3%	Consumer Staples
ORLY O'Reilly Automotive	$1,274,996	$50,140 ▲	4.1%	890	0.3%	Retail/Wholesale
LMT Lockheed Martin	$1,251,235	$30,376 ▼	-2.4%	2,801	0.3%	Aerospace
MO Altria Group	$1,251,117		0.0%	20,845	0.3%	Consumer Staples
DHR Danaher	$1,235,945	$12,915 ▼	-1.0%	6,029	0.3%	Medical
BNS Bank of Nova Scotia	$1,233,418	$111,461 ▼	-8.3%	26,005	0.3%	Finance
T AT&T	$1,197,873	$15,978 ▲	1.4%	42,358	0.3%	Computer and Technology
MA Mastercard	$1,160,918	$1,644 ▼	-0.1%	2,118	0.3%	Business Services
PFF iShares Preferred and Income Securities ETF	$1,148,196		0.0%	37,364	0.3%	ETF
AMAT Applied Materials	$1,102,361	$2,902 ▼	-0.3%	7,596	0.3%	Computer and Technology
AXP American Express	$1,100,558	$20,176 ▲	1.9%	4,091	0.3%	Finance
CL Colgate-Palmolive	$1,073,036	$42,164 ▼	-3.8%	11,452	0.3%	Consumer Staples
APD Air Products and Chemicals	$1,066,136	$35,390 ▲	3.4%	3,615	0.3%	Basic Materials
BTI British American Tobacco	$1,034,250		0.0%	25,000	0.3%	Consumer Staples
BMY Bristol-Myers Squibb	$1,019,204	$116,125 ▼	-10.2%	16,711	0.3%	Medical
ORCL Oracle	$1,006,703	$3,495 ▼	-0.3%	7,201	0.2%	Computer and Technology
ITW Illinois Tool Works	$1,004,441	$158,974 ▼	-13.7%	4,050	0.2%	Industrials
CRM Salesforce	$992,395	$32,203 ▲	3.4%	3,698	0.2%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$985,886	$36,600 ▲	3.9%	9,428	0.2%	ETF
LHX L3Harris Technologies	$974,966	$939,174 ▼	-49.1%	4,658	0.2%	Aerospace
QCOM QUALCOMM	$957,451	$5,376 ▼	-0.6%	6,233	0.2%	Computer and Technology
ROST Ross Stores	$946,413	$6,390 ▼	-0.7%	7,406	0.2%	Retail/Wholesale
TGT Target	$944,667	$59,485 ▼	-5.9%	9,052	0.2%	Retail/Wholesale
CCI Crown Castle	$942,969	$33,875 ▼	-3.5%	9,047	0.2%	Finance
CI The Cigna Group	$942,256		0.0%	2,864	0.2%	Medical
ADBE Adobe	$912,418	$9,972 ▲	1.1%	2,379	0.2%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$880,793	$2,917 ▼	-0.3%	15,095	0.2%	ETF
SYY Sysco	$863,110	$4,878 ▼	-0.6%	11,502	0.2%	Consumer Staples
EG Everest Group	$853,826	$90,833 ▲	11.9%	2,350	0.2%	Finance
NEE NextEra Energy	$846,994	$42,180 ▼	-4.7%	11,948	0.2%	Utilities
CRSP CRISPR Therapeutics	$835,198	$25,352 ▼	-2.9%	24,543	0.2%	Medical
AFL Aflac	$823,918		0.0%	7,410	0.2%	Finance
EPD Enterprise Products Partners	$789,566		0.0%	23,127	0.2%	Energy
CHD Church & Dwight	$741,834	$111,198 ▼	-13.0%	6,738	0.2%	Consumer Staples

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