Ipswich Investment Management Co., Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1463753
Institutional-grade research for retail investors
13F Reported Value
ⓘ$473.6M
Holdings
190
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Ipswich Investment Management Co., Inc. disclosed 190 positions worth $473.6M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 5.1% of the equity portfolio, followed by $MSFT and $GOOG. During the quarter the fund opened 10 new positions and exited 5 and a full exit from $HON. The portfolio is most concentrated in Technology (30.0% of disclosed assets). All figures are sourced directly from Ipswich Investment Management Co., Inc.’s Form 13F-HR filing with the SEC under CIK 1463753.
AI Fund Analysis
Stable
$AAPL5.1% weight
Held 10 quarters
$MSFT4.9% weight
Held 10 quarters
$GOOG4.1% weight
Held 10 quarters
$CAT3.5% weight
Held 10 quarters
ISHARES TR - RUSSELL 3000
3.3% weight
Held 10 quarters
ISHARES TR - CORE S&P500 E
2 quarters accumulating
$ABBV2 quarters accumulating
$NFLX2 quarters accumulating
$HD2 quarters accumulating
$ITW2 quarters accumulating
Sector Allocation
TechnologyFinancialsConsumer DiscretionaryHealthcareIndustrialsOther
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$24.0M83,062 sh - 83.7#15
Quality
$23.3M62,365 sh - 80.2#45
Quality
$19.6M54,739 sh - 67.8
Quality
$16.6M15,627 sh ISHARES TR - RUSSELL 3000 ETF
—Quality
$15.8M36,947 sh- 35.6
Quality
$14.2M43,326 sh - 90.2
Quality
$13.9M69,277 sh - 67.0
Quality
$12.9M13,812 sh - 61.8
Quality
$12.3M89,933 sh - 66.5
Quality
$11.5M33,774 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $24.0M | 83,062 |
| MICROSOFT CORP$MSFT | 83.7#15 | $23.3M | 62,365 |
| Alphabet Inc.$GOOG | 80.2#45 | $19.6M | 54,739 |
| CATERPILLAR INC$CAT | 67.8 | $16.6M | 15,627 |
| ISHARES TR - RUSSELL 3000 ETF | — | $15.8M | 36,947 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $14.2M | 43,326 |
 NVIDIA CORP$NVDA | 90.2 | $13.9M | 69,277 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $12.9M | 13,812 |
 EXXON MOBIL CORP$XOM | 61.8 | $12.3M | 89,933 |
 Palo Alto Networks Inc$PANW | 66.5 | $11.5M | 33,774 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Ipswich Investment Management Co., Inc.'s 190 positions.
Showing top 10 of 190 holdings.
Sector Allocation
Technology
$142.3M
Financials
$59.9M
Consumer Discretionary
$49.5M
Healthcare
$48.9M
Industrials
$48.7M
Other
$38.6M
Energy
$34.2M
Materials
$21.3M
Full Holdings — Ipswich Investment Management Co., Inc. (Q2 2026)
All 190 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $24.0M | 5.1% | -1% | 76.1 |
| 2 | $MSFT | MICROSOFT CORP | $23.3M | 4.9% | +1% | 83.7 |
| 3 | $GOOG | Alphabet Inc. | $19.6M | 4.1% | -1% | 80.2 |
| 4 | $CAT | CATERPILLAR INC | $16.6M | 3.5% | -1% | 67.8 |
| 5 | — | ISHARES TR - RUSSELL 3000 ETF | $15.8M | 3.3% | +0% | — |
| 6 | $JPM | JPMORGAN CHASE & CO | $14.2M | 3.0% | -3% | 35.6 |
| 7 | $NVDA | NVIDIA CORP | $13.9M | 2.9% | -3% | 90.2 |
| 8 | $COST | COSTCO WHOLESALE CORP /NEW | $12.9M | 2.7% | -2% | 67 |
| 9 | $XOM | EXXON MOBIL CORP | $12.3M | 2.6% | +5% | 61.8 |
| 10 | $PANW | Palo Alto Networks Inc | $11.5M | 2.4% | -2% | 66.5 |
| 11 |  $AMZN | AMAZON COM INC | $11.3M | 2.4% | -2% | 74.6 |
| 12 |  $ASML | ASML HOLDING NV | $11.0M | 2.3% | -3% | — |
| 13 |  $TXN | TEXAS INSTRUMENTS INC | $10.2M | 2.1% | -7% | 70.4 |
| 14 |  $JNJ | JOHNSON & JOHNSON | $9.5M | 2.0% | +1% | 72.8 |
| 15 |  $V | VISA INC. | $8.8M | 1.9% | -4% | 83.5 |
| 16 |  $PGR | PROGRESSIVE CORP/OH/ | $8.5M | 1.8% | +21% | 83.6 |
| 17 |  $LLY | ELI LILLY & Co | $8.1M | 1.7% | +7% | 89.3 |
| 18 |  $TJX | TJX COMPANIES INC /DE/ | $7.5M | 1.6% | +6% | 70.7 |
| 19 |  $WSO | WATSCO INC | $6.8M | 1.4% | +1% | 58.9 |
| 20 |  $LIN | LINDE PLC | $6.2M | 1.3% | -4% | — |
| 21 |  $MRK | Merck & Co., Inc. | $6.0M | 1.3% | +0% | 70.9 |
| 22 |  $TPL | Texas Pacific Land Corp | $5.9M | 1.2% | +7% | 79.1 |
| 23 |  $CVX | CHEVRON CORP | $5.9M | 1.2% | -3% | 54.7 |
| 24 |  $PG | PROCTER & GAMBLE Co | $5.7M | 1.2% | +7% | 72.9 |
| 25 |  $AMGN | AMGEN INC | $5.5M | 1.2% | -4% | 79.5 |
| 26 |  $OKE | ONEOK INC /NEW/ | $5.5M | 1.2% | +6% | 72 |
| 27 |  $GOOGL | Alphabet Inc. | $5.4M | 1.1% | +0% | 80.2 |
| 28 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $5.3M | 1.1% | -10% | 71.5 |
| 29 |  $CB | Chubb Ltd | $5.3M | 1.1% | -4% | — |
| 30 |  $AMAT | APPLIED MATERIALS INC /DE | $5.3M | 1.1% | +0% | 74.8 |
| 31 | — | ISHARES TR - CORE S&P500 ETF | $5.2M | 1.1% | +22% | — |
| 32 |  $AMRZ | Amrize Ltd | $4.3M | 0.9% | +4% | — |
| 33 |  $CCJ | CAMECO CORP | $4.3M | 0.9% | +0% | — |
| 34 |  $KO | COCA COLA CO | $3.3M | 0.7% | +6% | 74 |
| 35 |  $GE | GENERAL ELECTRIC CO | $3.2M | 0.7% | -2% | 74.8 |
| 36 |  $CMI | CUMMINS INC | $3.2M | 0.7% | -4% | 58.9 |
| 37 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.0M | 0.6% | -0% | 66.7 |
| 38 | $ABBV | AbbVie Inc. | $3.0M | 0.6% | +2% | 59.3 |
| 39 | $NFLX | NETFLIX INC | $2.8M | 0.6% | +15% | 86.7 |
| 40 |  $BIPC | Brookfield Infrastructure Corp | $2.7M | 0.6% | -11% | — |
| 41 |  $AMD | ADVANCED MICRO DEVICES INC | $2.7M | 0.6% | +0% | 78.8 |
| 42 |  $NVS | NOVARTIS AG | $2.6M | 0.6% | +20% | — |
| 43 |  $PEP | PEPSICO INC | $2.6M | 0.6% | -2% | 62.7 |
| 44 |  $BNS | BANK OF NOVA SCOTIA | $2.6M | 0.5% | +7% | — |
| 45 |  $RTX | RTX Corp | $2.5M | 0.5% | -1% | 70 |
| 46 |  $GEV | GE Vernova Inc. | $2.5M | 0.5% | -2% | 70.1 |
| 47 |  $UNP | UNION PACIFIC CORP | $2.5M | 0.5% | +1% | 74 |
| 48 |  $EMR | EMERSON ELECTRIC CO | $2.5M | 0.5% | +0% | 65.9 |
| 49 |  $NVO | NOVO NORDISK A S | $2.4M | 0.5% | +16% | — |
| 50 |  $STE | STERIS plc | $2.4M | 0.5% | -2% | — |
| 51 |  $LB | LandBridge Co LLC | $2.3M | 0.5% | -5% | 62.6 |
| 52 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.2M | 0.5% | +0% | — |
| 53 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.0M | 0.4% | +0% | — |
| 54 |  $DUK | Duke Energy CORP | $2.0M | 0.4% | -4% | 64 |
| 55 | — | ISHARES TR - CORE MSCI TOTAL | $2.0M | 0.4% | NEW | — |
| 56 |  $MU | MICRON TECHNOLOGY INC | $1.9M | 0.4% | -1% | 88.4 |
| 57 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.8M | 0.4% | -4% | 63.7 |
| 58 |  $MCD | MCDONALDS CORP | $1.8M | 0.4% | +1% | 73.9 |
| 59 |  $INTC | INTEL CORP | $1.7M | 0.4% | -14% | 41.5 |
| 60 |  $EQNR | EQUINOR ASA | $1.7M | 0.4% | +12% | — |
| 61 |  $TTE | TotalEnergies SE | $1.7M | 0.4% | +16% | — |
| 62 |  $SO | SOUTHERN CO | $1.6M | 0.3% | -1% | 65.1 |
| 63 |  $GLW | CORNING INC /NY | $1.6M | 0.3% | +0% | 72.7 |
| 64 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.6M | 0.3% | +16% | 77.9 |
| 65 | — | ISHARES TR - CORE S&P US VLU | $1.6M | 0.3% | -3% | — |
| 66 |  $AVGO | Broadcom Inc. | $1.6M | 0.3% | +0% | 86.4 |
| 67 | $HD | HOME DEPOT, INC. | $1.5M | 0.3% | +2% | 69.2 |
| 68 |  $BTI | British American Tobacco p.l.c. | $1.5M | 0.3% | +32% | — |
| 69 |  $ACN | Accenture plc | $1.5M | 0.3% | -35% | — |
| 70 |  $ROST | ROSS STORES, INC. | $1.5M | 0.3% | +0% | 71.5 |
| 71 |  $LEU | CENTRUS ENERGY CORP | $1.5M | 0.3% | -5% | 65.1 |
| 72 |  $MO | ALTRIA GROUP, INC. | $1.5M | 0.3% | +0% | 72.1 |
| 73 |  $SHEL | Shell plc | $1.4M | 0.3% | +0% | — |
| 74 |  $CCEP | COCA-COLA EUROPACIFIC PARTNERS plc | $1.4M | 0.3% | +7% | — |
| 75 | — | ISHARES TR - CORE S&P US GWT | $1.4M | 0.3% | +0% | — |
| 76 |  $LRCX | LAM RESEARCH CORP | $1.4M | 0.3% | +0% | 82.4 |
| 77 |  $AXP | AMERICAN EXPRESS CO | $1.3M | 0.3% | +0% | 73.2 |
| 78 | — | ISHARES TR - RUS MDCP VAL ETF | $1.3M | 0.3% | +0% | — |
| 79 |  $CRSP | CRISPR Therapeutics AG | $1.3M | 0.3% | +1% | 4.5 |
| 80 |  $MMM | 3M CO | $1.3M | 0.3% | +0% | 60.7 |
| 81 | — | ISHARES TR - CORE S&P SCP ETF | $1.2M | 0.3% | -3% | — |
| 82 |  $ORLY | O REILLY AUTOMOTIVE INC | $1.2M | 0.3% | +0% | 72.7 |
| 83 | — | ISHARES TR - CORE S&P MCP ETF | $1.2M | 0.2% | +1% | — |
| 84 |  $FICO | FAIR ISAAC CORP | $1.1M | 0.2% | -1% | 75.6 |
| 85 | — | ISHARES TR - RUS MD CP GR ETF | $1.1M | 0.2% | +3% | — |
| 86 |  $SSD | Simpson Manufacturing Co., Inc. | $1.0M | 0.2% | -1% | 62.6 |
| 87 |  $BMY | BRISTOL MYERS SQUIBB CO | $992,707 | 0.2% | +16% | 70.1 |
| 88 | — | ISHARES TR - PFD AND INCM SEC | $986,778 | 0.2% | -4% | — |
| 89 |  $DHR | DANAHER CORP /DE/ | $977,543 | 0.2% | -7% | 63.9 |
| 90 |  $NEE | NEXTERA ENERGY INC | $971,526 | 0.2% | -3% | 71.7 |
| 91 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $965,534 | 0.2% | +0% | 65.9 |
| 92 |  $NEM | NEWMONT Corp /DE/ | $954,455 | 0.2% | -2% | 88.3 |
| 93 | $ITW | ILLINOIS TOOL WORKS INC | $954,218 | 0.2% | +3% | 71.2 |
| 94 |  $BRK.B | BERKSHIRE HATHAWAY INC | $905,206 | 0.2% | +0% | 64.5 |
| 95 |  $FIX | COMFORT SYSTEMS USA INC | $899,805 | 0.2% | -6% | 79.5 |
| 96 |  $SYY | SYSCO CORP | $898,652 | 0.2% | -7% | 58.4 |
| 97 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $886,919 | 0.2% | +4% | 66.4 |
| 98 |  $T | AT&T INC. | $867,478 | 0.2% | +0% | 71.9 |
| 99 |  $BMO | BANK OF MONTREAL /CAN/ | $849,927 | 0.2% | +0% | — |
| 100 |  $AFL | AFLAC INC | $839,510 | 0.2% | +0% | 60.3 |
| 101 |  $ORCL | ORACLE CORP | $831,013 | 0.2% | -8% | 67.2 |
| 102 |  $PM | Philip Morris International Inc. | $826,397 | 0.2% | -1% | 80.5 |
| 103 |  $OTIS | Otis Worldwide Corp | $785,901 | 0.2% | -23% | 60.3 |
| 104 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $784,302 | 0.2% | -7% | 66.5 |
| 105 |  $CI | Cigna Group | $748,196 | 0.2% | -5% | 66.8 |
| 106 |  $APD | Air Products & Chemicals, Inc. | $746,143 | 0.2% | -2% | 41.2 |
| 107 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $728,327 | 0.1% | +0% | — |
| 108 |  $ABT | ABBOTT LABORATORIES | $716,846 | 0.1% | +0% | 67 |
| 109 |  $SHW | SHERWIN WILLIAMS CO | $700,003 | 0.1% | +0% | 65.3 |
| 110 |  $TECK | TECK RESOURCES LTD | $657,033 | 0.1% | +0% | — |
| 111 |  $TGT | TARGET CORP | $649,915 | 0.1% | +0% | 53.1 |
| 112 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $627,390 | 0.1% | +0% | — |
| 113 |  $VZ | VERIZON COMMUNICATIONS INC | $624,580 | 0.1% | +0% | 71.6 |
| 114 |  $PWR | QUANTA SERVICES, INC. | $612,754 | 0.1% | +0% | 62.6 |
| 115 |  $META | Meta Platforms, Inc. | $595,134 | 0.1% | +0% | 80.9 |
| 116 |  $DIS | Walt Disney Co | $595,018 | 0.1% | +0% | 68.9 |
| 117 |  $MS | MORGAN STANLEY | $579,845 | 0.1% | +0% | — |
| 118 |  $DE | DEERE & CO | $579,372 | 0.1% | +0% | 57.4 |
| 119 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $577,697 | 0.1% | -44% | 76.6 |
| 120 |  $VRSN | VERISIGN INC/CA | $557,205 | 0.1% | +0% | 71.6 |
| 121 |  $HSY | HERSHEY CO | $552,668 | 0.1% | +0% | 59.4 |
| 122 |  $CCI | CROWN CASTLE INC. | $544,953 | 0.1% | -5% | 52.9 |
| 123 |  $MA | Mastercard Inc | $536,198 | 0.1% | +6% | 81.7 |
| 124 |  $GILD | GILEAD SCIENCES, INC. | $526,206 | 0.1% | +0% | 77.8 |
| 125 |  $MKC | MCCORMICK & CO INC | $520,902 | 0.1% | -26% | 73.7 |
| 126 |  $COP | CONOCOPHILLIPS | $515,642 | 0.1% | +0% | 74.8 |
| 127 | — | ISHARES TR - MSCI EAFE ETF | $511,401 | 0.1% | -1% | — |
| 128 |  $Q | Qnity Electronics, Inc. | $492,870 | 0.1% | +0% | — |
| 129 |  $FTNT | Fortinet, Inc. | $490,048 | 0.1% | +0% | 78.1 |
| 130 |  $SYK | STRYKER CORP | $462,815 | 0.1% | +0% | 69.8 |
| 131 | — | ISHARES TR - RUSSELL 2000 ETF | $462,693 | 0.1% | +0% | — |
| 132 |  $RPM | RPM INTERNATIONAL INC/DE/ | $461,273 | 0.1% | +0% | 57.3 |
| 133 |  $MEDP | Medpace Holdings, Inc. | $452,799 | 0.1% | +0% | 77.4 |
| 134 |  $ED | CONSOLIDATED EDISON INC | $451,039 | 0.1% | -7% | 71.6 |
| 135 |  $ISRG | INTUITIVE SURGICAL INC | $450,571 | 0.1% | +5% | 81.4 |
| 136 |  $SLB | SLB LIMITED/NV | $437,238 | 0.1% | +6% | 63.2 |
| 137 |  $GSK | GSK plc | $433,513 | 0.1% | -3% | — |
| 138 |  $LOW | LOWES COMPANIES INC | $431,719 | 0.1% | +0% | 63.5 |
| 139 |  $PSX | Phillips 66 | $422,625 | 0.1% | +0% | 47.6 |
| 140 |  $QCOM | QUALCOMM INC/DE | $409,310 | 0.1% | +0% | 81.9 |
| 141 |  $APH | AMPHENOL CORP /DE/ | $391,430 | 0.1% | +0% | 80.5 |
| 142 |  $ICE | Intercontinental Exchange, Inc. | $378,317 | 0.1% | +0% | 73.8 |
| 143 |  $DD | DuPont de Nemours, Inc. | $364,600 | 0.1% | -67% | 31.1 |
| 144 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $359,899 | 0.1% | +0% | — |
| 145 |  $VLTO | Veralto Corp | $354,454 | 0.1% | -4% | 74.4 |
| 146 |  $SAIA | SAIA INC | $345,351 | 0.1% | +0% | 57.3 |
| 147 |  $MPC | Marathon Petroleum Corp | $345,155 | 0.1% | -23% | 50.7 |
| 148 |  $CRM | Salesforce, Inc. | $339,639 | 0.1% | -8% | 75.2 |
| 149 |  $LH | LABCORP HOLDINGS INC. | $320,600 | 0.1% | +0% | 54.8 |
| 150 |  $CVS | CVS HEALTH Corp | $314,385 | 0.1% | +0% | 51.3 |
| 151 |  $WFC | WELLS FARGO & COMPANY/MN | $314,363 | 0.1% | -2% | — |
| 152 |  $TTC | TORO CO | $309,309 | 0.1% | +0% | 69.5 |
| 153 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $306,486 | 0.1% | +0% | 68.8 |
| 154 |  $SBUX | STARBUCKS CORP | $303,709 | 0.1% | +0% | 54.6 |
| 155 |  $MRNA | Moderna, Inc. | $303,580 | 0.1% | NEW | 15.9 |
| 156 |  $AGM | FEDERAL AGRICULTURAL MORTGAGE CORP | $302,890 | 0.1% | NEW | — |
| 157 |  $KLAC | KLA CORP | $292,659 | 0.1% | NEW | 84.4 |
| 158 |  $WAT | WATERS CORP /DE/ | $292,531 | 0.1% | +0% | 69.9 |
| 159 |  $WM | WASTE MANAGEMENT INC | $289,744 | 0.1% | +0% | 70.7 |
| 160 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $289,325 | 0.1% | -12% | 65.3 |
| 161 |  $CSCO | CISCO SYSTEMS, INC. | $288,129 | 0.1% | NEW | 72.3 |
| 162 |  $IDXX | IDEXX LABORATORIES INC /DE | $287,963 | 0.1% | +0% | 73.6 |
| 163 |  $DOV | DOVER Corp | $271,888 | 0.1% | +0% | 63.1 |
| 164 |  $JKHY | JACK HENRY & ASSOCIATES INC | $268,731 | 0.1% | -2% | 72.8 |
| 165 |  $FSLR | FIRST SOLAR, INC. | $263,095 | 0.1% | +0% | 73.8 |
| 166 |  $CL | COLGATE PALMOLIVE CO | $259,897 | 0.1% | -17% | 72.4 |
| 167 |  $ADBE | ADOBE INC. | $257,095 | 0.1% | -5% | 80.4 |
| 168 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $256,694 | 0.1% | +0% | 71.2 |
| 169 |  $AKAM | AKAMAI TECHNOLOGIES INC | $255,925 | 0.1% | +0% | 62 |
| 170 |  $LMT | LOCKHEED MARTIN CORP | $254,730 | 0.1% | +0% | 65 |
| 171 |  $CTVA | Corteva, Inc. | $251,868 | 0.1% | -36% | 48.4 |
| 172 |  $FAST | FASTENAL CO | $248,795 | 0.1% | +0% | 73.5 |
| 173 |  $DPZ | DOMINOS PIZZA INC | $244,041 | 0.1% | -19% | 69.8 |
| 174 |  $SPY | SPDR S&P 500 ETF TRUST | $232,992 | 0.1% | -11% | — |
| 175 |  $TRV | TRAVELERS COMPANIES, INC. | $231,414 | 0.1% | +0% | 71.5 |
| 176 |  $CME | CME GROUP INC. | $227,897 | 0.1% | +0% | 74.5 |
| 177 |  $VLO | VALERO ENERGY CORP/TX | $223,978 | 0.1% | +0% | 51.4 |
| 178 |  $UPS | UNITED PARCEL SERVICE INC | $223,063 | 0.1% | +0% | 58.2 |
| 179 |  $PFE | PFIZER INC | $219,630 | 0.1% | +0% | 69 |
| 180 |  $WT | WisdomTree, Inc. | $217,057 | 0.1% | NEW | 62.9 |
| 181 | — | ISHARES TR - CORE S&P TTL STK | $213,563 | 0.1% | NEW | — |
| 182 |  $WEC | WEC ENERGY GROUP, INC. | $211,587 | 0.0% | +0% | 67 |
| 183 |  $WMT | Walmart Inc. | $210,324 | 0.0% | +0% | 63.2 |
| 184 | — | ISHARES TR - ISHS 1-5YR INVS | $209,640 | 0.0% | +0% | — |
| 185 |  $D | DOMINION ENERGY, INC | $208,285 | 0.0% | NEW | 74.9 |
| 186 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $205,700 | 0.0% | NEW | 72.9 |
| 187 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $205,215 | 0.0% | -3% | 75.4 |
| 188 |  $NUE | NUCOR CORP | $204,930 | 0.0% | NEW | 58.9 |
| 189 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $200,632 | 0.0% | +0% | 77.6 |
| 190 |  $RIG | Transocean Ltd. | $75,795 | 0.0% | +0% | — |
New Positions (10)
ISHARES TR - CORE MSCI TOTAL$2.0M
$MRNA Moderna, Inc.$303,580$AGM FEDERAL AGRICULTURAL MORTGAGE CORP$302,890$KLAC KLA CORP$292,659$CSCO CISCO SYSTEMS, INC.$288,129$WT WisdomTree, Inc.$217,057 ISHARES TR - CORE S&P TTL STK$213,563
$D DOMINION ENERGY, INC$208,285$CMG CHIPOTLE MEXICAN GRILL INC$205,700$NUE NUCOR CORP$204,930
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Available Analysis
13F Pro tracks comprehensive institutional data for Ipswich Investment Management Co., Inc. including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Ipswich Investment Management Co., Inc.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Ipswich Investment Management Co., Inc. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
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AI-Powered Hedge Fund Analysis: Ipswich Investment Management Co., Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Ipswich Investment Management Co., Inc. (SEC CIK: 1463753), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Ipswich Investment Management Co., Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.