Ipswich Investment Management Co., Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Ipswich Investment Management Co., Inc. reported 186 stock positions worth $403.0 million. Its top holding was Microsoft (MSFT) at 5.9% of the portfolio, followed by Apple (AAPL, 4.8%) and Costco Wholesale (COST, 3.5%). Compared with Q4 2024, it opened 8 new positions, sold out of 8, added to 42 and reduced 80. The biggest buy was Visa Class A (V, shares +1%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BEVERLY, MA
- CIK
- 0001463753
- Portfolio Value
- $403.0M (Q1 2025)
- SEC Filing
- 0001398344-25-007204 ↗ filed Apr 16, 2025
Holdings Value
Holdings 186 stocks · $403.0M
| MSFT Microsoft Corp. | 5.95% | 63,815 | $24.0M | Reduce -1.3% |
| AAPL Apple Inc. | 4.82% | 87,418 | $19.4M | Reduce -1.4% |
| COST Costco Wholesale Corp. | 3.46% | 14,759 | $14.0M | Reduce -5.8% |
| IWV iShares Russell 3000 ETF | 3.01% | 38,161 | $12.1M | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 2.82% | 95,587 | $11.4M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 2.73% | 44,869 | $11.0M | Reduce -0.6% |
| PGR Progressive Corp. | 2.45% | 34,834 | $9.9M | Reduce -3.6% |
| V Visa Inc. Class A | 2.43% | 27,923 | $9.8M | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 2.36% | 61,550 | $9.5M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 2.31% | 49,029 | $9.3M | Add +0.1% |
| WSO Watsco Inc. | 2.25% | 17,871 | $9.1M | Add +1.9% |
| NVDA Nvidia Corp. | 2.09% | 77,694 | $8.4M | Add +3.5% |
| PG The Procter & Gamble Co. | 2.07% | 48,832 | $8.3M | Add +5.6% |
| MRSH Marsh & McLennan Cos | 2.00% | 33,091 | $8.1M | Reduce -1.5% |
| ACN Accenture PLC Class A | 1.79% | 23,079 | $7.2M | Reduce -3.2% |
| TXN Texas Instruments Inc. | 1.76% | 39,374 | $7.1M | Reduce -0.7% |
| CVX Chevron Corp. | 1.65% | 39,782 | $6.7M | Reduce -3.9% |
| JNJ Johnson & Johnson | 1.64% | 39,926 | $6.6M | Reduce -5.6% |
| LIN Linde PLC | 1.52% | 13,166 | $6.1M | Reduce -1.1% |
| OKE Oneok Inc. | 1.50% | 60,890 | $6.0M | Reduce -5.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.48% | 49,021 | $6.0M | Reduce -1.5% |
| CAT Caterpillar Inc. | 1.41% | 17,247 | $5.7M | Reduce -2.5% |
| TPL Texas Pacific Land Corp. | 1.40% | 4,245 | $5.6M | Reduce -1.9% |
| CB Chubb Ltd. | 1.34% | 17,918 | $5.4M | Reduce -3.5% |
| PANW Palo Alto Networks Inc. | 1.30% | 30,609 | $5.2M | Add +0.5% |
| AMGN Amgen Inc. | 1.28% | 16,566 | $5.2M | Reduce -1.3% |
| OTIS Otis Worldwide Corp. | 1.27% | 49,451 | $5.1M | Reduce -1.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.24% | 71,825 | $5.0M | Add +3.7% |
| MRK Merck & Co. Inc. | 1.09% | 48,920 | $4.4M | Reduce -5.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.89% | 14,502 | $3.6M | Reduce -1.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.89% | 5,427 | $3.6M | Reduce -4.2% |
| PEP Pepsico Inc. | 0.89% | 23,818 | $3.6M | Reduce -6.7% |
| HON Honeywell International Inc. | 0.82% | 15,532 | $3.3M | Reduce -4.5% |
| TMO Thermo Fisher Scientific Inc. | 0.80% | 6,445 | $3.2M | Reduce -0.1% |
| BIPC Brookfield Infrastructure-A | 0.79% | 88,087 | $3.2M | Reduce -0.9% |
| LLY Eli Lilly & Co. | 0.78% | 3,815 | $3.2M | Reduce -9.4% |
| IVV iShares Core S&P 500 ETF | 0.77% | 5,522 | $3.1M | Add +0.0% |
| ABBV Abbvie Inc. | 0.75% | 14,463 | $3.0M | Reduce -13.9% |
| KO The Coca-Cola Co. | 0.74% | 41,518 | $3.0M | Reduce -4.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.66% | 5,518 | $2.7M | Add +10.2% |
| CCOI Cogent Communications Holdin | 0.65% | 42,739 | $2.6M | Add +0.6% |
| UNP Union Pacific Corp. | 0.63% | 10,731 | $2.5M | Reduce -38.0% |
| GOOG Alphabet Inc. Class C | 0.61% | 15,752 | $2.5M | Add +3.3% |
| SSD Simpson Manufacturing Co. Inc. | 0.58% | 14,990 | $2.4M | Add +14.5% |
| EMR Emerson Electric Co. | 0.58% | 21,311 | $2.3M | No change |
| CCJ Cameco Corp. | 0.58% | 56,609 | $2.3M | Reduce -2.4% |
| DUK Duke Energy Corp. | 0.54% | 17,987 | $2.2M | Add +1.2% |
| NVS Novartis AG-Sponsored ADR | 0.54% | 19,462 | $2.2M | Reduce -3.8% |
| ABT Abbott Laboratories | 0.53% | 16,046 | $2.1M | Reduce -11.2% |
| MCD McDonald's Corp. | 0.50% | 6,505 | $2.0M | Reduce -3.2% |
| MMM 3M Co. | 0.50% | 13,601 | $2.0M | No change |
| ADP Automatic Data Processing | 0.48% | 6,281 | $1.9M | Reduce -16.8% |
| RTX RTX Corp. | 0.47% | 14,265 | $1.9M | No change |
| CMI Cummins Inc. | 0.45% | 5,812 | $1.8M | No change |
| FICO Fair Isaac Corp. | 0.45% | 987 | $1.8M | Add +9.7% |
| CAC Camden National Corp. | 0.44% | 43,419 | $1.8M | Reduce -8.1% |
| GE General Electric filed as GE AEROSPACE | 0.43% | 8,583 | $1.7M | No change |
| EQNR Equinor ASA-Spon ADR | 0.41% | 61,896 | $1.6M | Add +2.0% |
| SHEL Shell PLC-ADR | 0.39% | 21,347 | $1.6M | Add +6.7% |
| HD Home Depot Inc. | 0.37% | 4,116 | $1.5M | Reduce -1.1% |
| SO The Southern Co. | 0.37% | 16,401 | $1.5M | Add +1.7% |
| TTE Totalenergies SE -Spon ADR | 0.37% | 22,930 | $1.5M | Add +0.9% |
| MKC McCormick & Co.-Non VTG SHRS | 0.36% | 17,466 | $1.4M | Reduce -3.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.35% | 2,993 | $1.4M | No change |
| LB Landbridge Co. LLC-A | 0.33% | 18,607 | $1.3M | Add +18.1% |
| CCEP Coca-Cola Europacific Partne | 0.33% | 15,300 | $1.3M | Reduce -4.4% |
| PM Philip Morris International | 0.32% | 8,175 | $1.3M | Reduce -1.2% |
| ORLY O'reilly Automotive Inc. | 0.32% | 890 | $1.3M | Add +4.1% |
| LMT Lockheed Martin Corp. | 0.31% | 2,801 | $1.3M | Reduce -2.4% |
| MO Altria Group Inc. | 0.31% | 20,845 | $1.3M | No change |
| DHR Danaher Corp. | 0.31% | 6,029 | $1.2M | Reduce -1.0% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.31% | 26,005 | $1.2M | Reduce -8.3% |
| T AT&T Inc. | 0.30% | 42,358 | $1.2M | Add +1.4% |
| MA Mastercard Inc. Class A | 0.29% | 2,118 | $1.2M | Reduce -0.1% |
| PFF iShares Preferred & Income S | 0.28% | 37,364 | $1.1M | No change |
| AMAT Applied Materials Inc. | 0.27% | 7,596 | $1.1M | Reduce -0.3% |
| AXP American Express Co. | 0.27% | 4,091 | $1.1M | Add +1.9% |
| CL Colgate-Palmolive Co. | 0.27% | 11,452 | $1.1M | Reduce -3.8% |
| APD Air Products & Chemicals Inc. | 0.26% | 3,615 | $1.1M | Add +3.4% |
| BTI British American Tob-SP ADR | 0.26% | 25,000 | $1.0M | No change |
| BMY Bristol-Myers Squibb Co. | 0.25% | 16,711 | $1.0M | Reduce -10.2% |
| ORCL Oracle Corp. | 0.25% | 7,201 | $1.0M | Reduce -0.3% |
| ITW Illinois Tool Works | 0.25% | 4,050 | $1.0M | Reduce -13.7% |
| CRM Salesforce Inc. | 0.25% | 3,698 | $992K | Add +3.4% |
| IJR iShares Core S&P Small-Cap E | 0.24% | 9,428 | $986K | Add +3.9% |
| LHX L3HARRIS Technologies Inc. | 0.24% | 4,658 | $975K | Reduce -49.1% |
| QCOM Qualcomm Inc. | 0.24% | 6,233 | $957K | Reduce -0.6% |
| ROST Ross Stores Inc. | 0.23% | 7,406 | $946K | Reduce -0.7% |
| TGT Target Corp. | 0.23% | 9,052 | $945K | Reduce -5.9% |
| CCI Crown Castle Inc. | 0.23% | 9,047 | $943K | Reduce -3.5% |
| CI The Cigna Group | 0.23% | 2,864 | $942K | No change |
| ADBE Adobe Inc. | 0.23% | 2,379 | $912K | Add +1.1% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 15,095 | $881K | Reduce -0.3% |
| SYY Sysco Corp. | 0.21% | 11,502 | $863K | Reduce -0.6% |
| EG Everest Group Ltd. | 0.21% | 2,350 | $854K | Add +11.9% |
| NEE Nextera Energy Inc. | 0.21% | 11,948 | $847K | Reduce -4.7% |
| CRSP Crispr Therapeutics AG | 0.21% | 24,543 | $835K | Reduce -3.0% |
| AFL Aflac Inc. | 0.20% | 7,410 | $824K | No change |
| EPD Enterprise Products Partners | 0.20% | 23,127 | $790K | No change |
| CHD Church & Dwight Co. Inc. | 0.18% | 6,738 | $742K | Reduce -13.0% |
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Reduce -1.3% | 5.95% | −0.61 |
| AAPL Apple Inc. | Reduce -1.4% | 4.82% | −0.52 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 2.36% | −0.46 |
| UNP Union Pacific Corp. | Reduce -38.0% | 0.63% | −0.32 |
| ACN Accenture PLC Class A | Reduce -3.2% | 1.79% | −0.23 |
| LHX L3HARRIS Technologies Inc. | Reduce -49.1% | 0.24% | −0.22 |
| MRK Merck & Co. Inc. | Reduce -5.5% | 1.09% | −0.15 |
| CCJ Cameco Corp. | Reduce -2.4% | 0.58% | −0.14 |
| CAT Caterpillar Inc. | Reduce -2.5% | 1.41% | −0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -68.7% | 0.06% | −0.13 |
| WM Waste Management Inc. | Reduce -66.2% | 0.07% | −0.11 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.11 |
| IWV iShares Russell 3000 ETF | Reduce -1.4% | 3.01% | −0.10 |
| TGT Target Corp. | Reduce -5.9% | 0.23% | −0.08 |
| HON Honeywell International Inc. | Reduce -4.5% | 0.82% | −0.07 |
| BIPC Brookfield Infrastructure-A | Reduce -0.9% | 0.79% | −0.06 |
| BNS Bank of Nova Scotia | Reduce -8.3% | 0.31% | −0.06 |
| SPHQ Invesco S&P 500 Quality ETF | Sold out | 0.00% | −0.06 |
| OKE Oneok Inc. | Reduce -5.5% | 1.50% | −0.06 |
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −0.06 |
| ADP Automatic Data Processing | Reduce -16.8% | 0.48% | −0.06 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.05 |
| XMLV Invesco S&P Midcap Low Volat | Sold out | 0.00% | −0.05 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -4.2% | 0.89% | −0.05 |
| CAC Camden National Corp. | Reduce -8.1% | 0.44% | −0.05 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.05 |
| CFG Citizens Financial Group | Sold out | 0.00% | −0.05 |
| PEP Pepsico Inc. | Reduce -6.7% | 0.89% | −0.05 |
| FISV Fiserv Inc. | Reduce -44.0% | 0.07% | −0.04 |
| ORCL Oracle Corp. | Reduce -0.3% | 0.25% | −0.04 |
| ITW Illinois Tool Works | Reduce -13.7% | 0.25% | −0.04 |
| ROST Ross Stores Inc. | Reduce -0.7% | 0.23% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -30.3% | 0.10% | −0.03 |
| MAR Marriott International Class A | Reduce -3.9% | 0.18% | −0.03 |
| AMD Advanced Micro Devices | Reduce -4.5% | 0.17% | −0.03 |
| CRSP Crispr Therapeutics AG | Reduce -3.0% | 0.21% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -0.7% | 1.76% | −0.03 |
| DHR Danaher Corp. | Reduce -1.0% | 0.31% | −0.03 |
| GXO Gxo Logistics Inc. | Reduce -24.2% | 0.07% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -2.4% | 0.31% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -0.3% | 0.27% | −0.02 |
| NKE Nike Inc. Class B | Reduce -13.4% | 0.07% | −0.02 |
| PFE Pfizer Inc. | Reduce -15.3% | 0.09% | −0.02 |
| HD Home Depot Inc. | Reduce -1.1% | 0.37% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.1% | 0.80% | −0.01 |
| CHD Church & Dwight Co. Inc. | Reduce -13.0% | 0.18% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.3% | 0.22% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -4.7% | 0.21% | −0.01 |
| RPM RPM International Inc. | Reduce -1.5% | 0.12% | −0.01 |
| BRNS Barinthus Biotherapeutics PL | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| V Visa Inc. Class A | Add +1.1% | 2.43% | +0.33 |
| WSO Watsco Inc. | Add +1.9% | 2.25% | +0.25 |
| PG The Procter & Gamble Co. | Add +5.6% | 2.07% | +0.20 |
| VRTX Vertex Pharmaceuticals Inc. | Add +10.2% | 0.66% | +0.18 |
| STE Steris PLC | New | 0.10% | +0.10 |
| BR Broadridge Financial Solutio | New | 0.09% | +0.09 |
| LB Landbridge Co. LLC-A | Add +18.1% | 0.33% | +0.09 |
| SHEL Shell PLC-ADR | Add +6.7% | 0.39% | +0.09 |
| DUK Duke Energy Corp. | Add +1.2% | 0.54% | +0.08 |
| ORLY O'reilly Automotive Inc. | Add +4.1% | 0.32% | +0.07 |
| TTE Totalenergies SE -Spon ADR | Add +0.9% | 0.37% | +0.07 |
| T AT&T Inc. | Add +1.4% | 0.30% | +0.07 |
| CME Cme Group Inc. | New | 0.06% | +0.06 |
| SSD Simpson Manufacturing Co. Inc. | Add +14.5% | 0.58% | +0.06 |
| EQNR Equinor ASA-Spon ADR | Add +2.0% | 0.41% | +0.06 |
| SO The Southern Co. | Add +1.7% | 0.37% | +0.06 |
| BRO Brown & Brown Inc. | New | 0.05% | +0.05 |
| CVS CVS Health Corp. | New | 0.05% | +0.05 |
| WRB WR Berkley Corp. | New | 0.05% | +0.05 |
| BAX Baxter International Inc. | New | 0.05% | +0.05 |
| MCO Moody's Corp. | New | 0.05% | +0.05 |
| NEM Newmont Corp. | Add +1.4% | 0.17% | +0.04 |
| VRSN Verisign Inc. | Add +15.7% | 0.14% | +0.04 |
| SHW The Sherwin-Williams Co. | Add +22.0% | 0.18% | +0.04 |
| CPRT Copart Inc. | Add +51.0% | 0.11% | +0.04 |
| EG Everest Group Ltd. | Add +11.9% | 0.21% | +0.03 |
| APD Air Products & Chemicals Inc. | Add +3.4% | 0.26% | +0.02 |
| FICO Fair Isaac Corp. | Add +9.7% | 0.45% | +0.02 |
| WAT Waters Corp. | Add +12.9% | 0.08% | +0.01 |
| VLTO Veralto Corp. | Add +11.0% | 0.10% | +0.01 |
| META Meta Platforms Inc. Class A | Add +4.8% | 0.14% | +0.01 |
| FTNT Fortinet Inc. | Add +4.6% | 0.08% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +4.0% | 0.13% | +0.00 |
| LEU Centrus Energy Corp. Class A | Add +0.7% | 0.17% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Add +3.9% | 0.24% | −0.01 |
| RCL Royal Caribbean Cruises Ltd. | Add +2.7% | 0.12% | −0.01 |
| DIS The Walt Disney Co. | Add +4.0% | 0.16% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Add +3.3% | 0.08% | −0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.0% | 0.77% | −0.01 |
| AXP American Express Co. | Add +1.9% | 0.27% | −0.01 |
| LULU Lululemon Athletica Inc. | Add +4.3% | 0.06% | −0.02 |
| ADBE Adobe Inc. | Add +1.1% | 0.23% | −0.03 |
| PANW Palo Alto Networks Inc. | Add +0.5% | 1.30% | −0.04 |
| CRM Salesforce Inc. | Add +3.4% | 0.25% | −0.04 |
| AVGO Broadcom Inc. | Add +1.5% | 0.17% | −0.05 |
| GOOG Alphabet Inc. Class C | Add +3.3% | 0.61% | −0.09 |
| CCOI Cogent Communications Holdin | Add +0.6% | 0.65% | −0.14 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +3.7% | 1.24% | −0.20 |
| AMZN Amazon.com Inc. | Add +0.1% | 2.31% | −0.27 |
| NVDA Nvidia Corp. | Add +3.5% | 2.09% | −0.34 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 190 | $473.6M | AAPL, MSFT, GOOGL, CAT, IWV |
| Q1 2026 | 185 | $425.9M | MSFT, AAPL, GOOGL, XOM, COST |
| Q4 2025 | 185 | $431.8M | MSFT, AAPL, GOOGL, IWV, JPM |
| Q3 2025 | 185 | $428.1M | MSFT, AAPL, GOOGL, JPM, IWV |
| Q2 2025 | 185 | $414.5M | MSFT, AAPL, COST, IWV, JPM |
| Q1 2025 | 186 | $403.0M | MSFT, AAPL, COST, IWV, XOM |
| Q4 2024 | 186 | $415.6M | MSFT, AAPL, COST, IWV, GOOGL |
| Q3 2024 | 192 | $431.9M | MSFT, AAPL, COST, IWV, XOM |
| Q2 2024 | 185 | $427.2M | MSFT, AAPL, COST, XOM, IWV |
| Q1 2024 | 196 | $426.9M | MSFT, AAPL, COST, XOM, IWV |