Ipswich Investment Management Co., Inc.
CIK: 0001463753SEC EDGAR →
Portfolio Value
$431.8M
Holdings
185
As of
Q4 2025
New Positions
5
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 61,975 | $30.0M | 6.94% |
| 2 | APPLE INC | 85,151 | $23.1M | 5.36% |
| 3 | ALPHABET INC | 59,081 | $18.5M | 4.28% |
| 4 | ISHARES TR | 38,324 | $14.8M | 3.43% |
| 5 | JPMORGAN CHASE & CO. | 45,093 | $14.5M | 3.36% |
| 6 | NVIDIA CORPORATION | 72,266 | $13.5M | 3.12% |
| 7 | COSTCO WHSL CORP NEW | 14,448 | $12.5M | 2.88% |
| 8 | AMAZON COM INC | 49,352 | $11.4M | 2.64% |
| 9 | EXXON MOBIL CORP | 89,521 | $10.8M | 2.49% |
| 10 | VISA INC | 27,284 | $9.6M | 2.22% |
Quarterly Changes
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 26 | $108.7M | 25.2% |
| Financial Services | 33 | $79.5M | 18.4% |
| Healthcare | 27 | $46.6M | 10.8% |
| Industrials | 28 | $40.4M | 9.3% |
| Energy | 15 | $34.4M | 8.0% |
| Communication Services | 7 | $32.3M | 7.5% |
| Consumer Defensive | 13 | $29.3M | 6.8% |
| Consumer Cyclical | 11 | $27.2M | 6.3% |
| Basic Materials | 8 | $13.5M | 3.1% |
| Utilities | 7 | $10.0M | 2.3% |
| Unknown | 10 | $9.8M | 2.3% |