Ipswich Investment Management Co., Inc.

Name: Ipswich Investment Management Co., Inc. 13F holdings, Q2 2025
Creator: Ipswich Investment Management Co., Inc.
Published: 2025-07-16

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), Ipswich Investment Management Co., Inc. reported 185 stock positions worth $414.5 million. Its top holding was Microsoft (MSFT) at 7.6% of the portfolio, followed by Apple (AAPL, 4.3%) and Costco Wholesale (COST, 3.5%). Compared with Q1 2025, it opened 9 new positions, sold out of 10, added to 25 and reduced 80. The biggest buy was JPMorgan Chase (JPM, shares +1%) and the biggest sale Apple (AAPL, shares −0%).

Most Recent 13F: Q2 2026
Location: BEVERLY, MA
CIK: 0001463753
Portfolio Value: $414.5M (Q2 2025)
SEC Filing: 0001398344-25-013196 ↗ filed Jul 16, 2025

Holdings Value

Holdings 185 stocks · $414.5M


MSFT Microsoft Corp.	7.60%	63,346	$31.5M	Reduce -0.7%
AAPL Apple Inc.	4.32%	87,259	$17.9M	Reduce -0.2%
COST Costco Wholesale Corp.	3.50%	14,673	$14.5M	Reduce -0.6%
IWV iShares Russell 3000 ETF	3.21%	37,885	$13.3M	Reduce -0.7%
JPM JPMorgan Chase & Co.	3.18%	45,532	$13.2M	Add +1.5%
NVDA Nvidia Corp.	2.91%	76,273	$12.1M	Reduce -1.8%
GOOGL Alphabet Inc. Class A	2.61%	61,456	$10.8M	Reduce -0.1%
AMZN Amazon.com Inc.	2.58%	48,812	$10.7M	Reduce -0.4%
V Visa Inc. Class A	2.39%	27,926	$9.9M	Add +0.0%
XOM Exxon Mobil Corp.	2.39%	91,912	$9.9M	Reduce -3.8%
PGR Progressive Corp.	2.13%	33,044	$8.8M	Reduce -5.1%
TXN Texas Instruments Inc.	1.89%	37,724	$7.8M	Reduce -4.2%
WSO Watsco Inc.	1.84%	17,234	$7.6M	Reduce -3.6%
PG The Procter & Gamble Co.	1.72%	44,862	$7.1M	Reduce -8.1%
MRSH Marsh & McLennan Cos	1.70%	32,271	$7.1M	Reduce -2.5%
ACN Accenture PLC Class A	1.61%	22,273	$6.7M	Reduce -3.5%
PANW Palo Alto Networks Inc.	1.60%	32,335	$6.6M	Add +5.6%
CAT Caterpillar Inc.	1.60%	17,032	$6.6M	Reduce -1.3%
LIN Linde PLC	1.49%	13,163	$6.2M	Reduce -0.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW	1.46%	49,056	$6.1M	Add +0.1%
JNJ Johnson & Johnson	1.43%	38,776	$5.9M	Reduce -2.9%
CVX Chevron Corp.	1.36%	39,424	$5.6M	Reduce -0.9%
OKE Oneok Inc.	1.31%	66,345	$5.4M	Add +9.0%
CB Chubb Ltd.	1.25%	17,928	$5.2M	Add +0.1%
NVO Novo-Nordisk A/S-Spons ADR	1.25%	75,012	$5.2M	Add +4.4%
OTIS Otis Worldwide Corp.	1.18%	49,286	$4.9M	Reduce -0.3%
TPL Texas Pacific Land Corp.	1.16%	4,535	$4.8M	Add +6.8%
AMGN Amgen Inc.	1.11%	16,529	$4.6M	Reduce -0.2%
LLY Eli Lilly & Co.	1.08%	5,765	$4.5M	Add +51.1%
ASML ASML Holding NV-NY Reg SHS	1.08%	5,603	$4.5M	Add +3.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.96%	13,522	$4.0M	Reduce -6.8%
MRK Merck & Co. Inc.	0.91%	47,412	$3.8M	Reduce -3.1%
CCJ Cameco Corp.	0.90%	50,434	$3.7M	Reduce -10.9%
IVV iShares Core S&P 500 ETF	0.83%	5,520	$3.4M	Reduce -0.0%
BIPC Brookfield Infrastructure-A	0.82%	81,652	$3.4M	Reduce -7.3%
HON Honeywell International Inc.	0.79%	14,072	$3.3M	Reduce -9.4%
KO The Coca-Cola Co.	0.70%	41,233	$2.9M	Reduce -0.7%
PEP Pepsico Inc.	0.69%	21,688	$2.9M	Reduce -8.9%
GOOG Alphabet Inc. Class C	0.66%	15,502	$2.7M	Reduce -1.6%
VRTX Vertex Pharmaceuticals Inc.	0.60%	5,608	$2.5M	Add +1.6%
EMR Emerson Electric Co.	0.59%	18,249	$2.4M	Reduce -14.4%
GE General Electric filed as GE AEROSPACE	0.53%	8,583	$2.2M	No change
NVS Novartis AG-Sponsored ADR	0.53%	18,127	$2.2M	Reduce -6.9%
ABBV Abbvie Inc.	0.53%	11,738	$2.2M	Reduce -18.8%
DUK Duke Energy Corp.	0.51%	17,987	$2.1M	No change
CCOI Cogent Communications Holdin	0.51%	43,890	$2.1M	Add +2.7%
RTX RTX Corp.	0.48%	13,525	$2.0M	Reduce -5.2%
LEU Centrus Energy Corp. Class A	0.47%	10,675	$2.0M	Reduce -1.4%
ADP Automatic Data Processing	0.46%	6,233	$1.9M	Reduce -0.8%
MCD McDonald's Corp.	0.46%	6,505	$1.9M	No change
ABT Abbott Laboratories	0.46%	13,956	$1.9M	Reduce -13.0%
SSD Simpson Manufacturing Co. Inc.	0.45%	11,995	$1.9M	Reduce -20.0%
CMI Cummins Inc.	0.44%	5,602	$1.8M	Reduce -3.6%
VTI VG Morningstar TS MKT ETF-US	0.44%	6,003	$1.8M	New
FICO Fair Isaac Corp.	0.44%	987	$1.8M	No change
UNP Union Pacific Corp.	0.43%	7,753	$1.8M	Reduce -27.8%
TMO Thermo Fisher Scientific Inc.	0.43%	4,370	$1.8M	Reduce -32.2%
CAC Camden National Corp.	0.42%	43,064	$1.7M	Reduce -0.8%
QQQ Invesco QQQ Trust Series 1	0.40%	2,993	$1.7M	No change
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX	0.39%	28,905	$1.6M	Add +11.2%
ORCL Oracle Corp.	0.38%	7,201	$1.6M	No change
HD Home Depot Inc.	0.36%	4,111	$1.5M	Reduce -0.1%
SO The Southern Co.	0.36%	16,401	$1.5M	No change
LB Landbridge Co. LLC-A	0.36%	22,267	$1.5M	Add +19.7%
CCEP Coca-Cola Europacific Partne	0.34%	15,125	$1.4M	Reduce -1.1%
AMAT Applied Materials Inc.	0.34%	7,596	$1.4M	No change
MMM 3M Co.	0.33%	9,101	$1.4M	Reduce -33.1%
EQNR Equinor ASA-Spon ADR	0.33%	54,896	$1.4M	Reduce -11.3%
SHEL Shell PLC-ADR	0.33%	19,409	$1.4M	Reduce -9.1%
TTE Totalenergies SE -Spon ADR	0.32%	21,930	$1.3M	Reduce -4.4%
LMT Lockheed Martin Corp.	0.32%	2,890	$1.3M	Add +3.2%
MKC McCormick & Co.-Non VTG SHRS	0.31%	17,166	$1.3M	Reduce -1.7%
AXP American Express Co.	0.31%	4,036	$1.3M	Reduce -1.3%
T AT&T Inc.	0.30%	42,358	$1.2M	No change
MO Altria Group Inc.	0.29%	20,845	$1.2M	No change
CRSP Crispr Therapeutics AG	0.29%	24,968	$1.2M	Add +1.7%
ORLY O'reilly Automotive Inc.	0.29%	13,350	$1.2M	No change
DHR Danaher Corp.	0.29%	6,037	$1.2M	Add +0.1%
BTI British American Tob-SP ADR	0.29%	25,000	$1.2M	No change
GEV GE Vernova Inc.	0.27%	2,150	$1.1M	No change
CRM Salesforce Inc.	0.27%	4,170	$1.1M	Add +12.8%
AVGO Broadcom Inc.	0.27%	4,067	$1.1M	No change
PFF iShares Preferred & Income S	0.25%	33,864	$1.0M	Reduce -9.4%
IJR iShares Core S&P Small-Cap E	0.25%	9,460	$1.0M	Add +0.3%
CCI Crown Castle Inc.	0.24%	9,582	$984K	Add +5.9%
APD Air Products & Chemicals Inc.	0.23%	3,425	$966K	Reduce -5.3%
ITW Illinois Tool Works	0.23%	3,885	$961K	Reduce -4.1%
CI The Cigna Group	0.23%	2,864	$947K	No change
ROST Ross Stores Inc.	0.23%	7,406	$945K	No change
IJH iShares Core S&P Midcap ETF	0.23%	15,060	$934K	Reduce -0.2%
CL Colgate-Palmolive Co.	0.22%	10,205	$928K	Reduce -10.9%
STE Steris PLC	0.22%	3,746	$900K	Add +106.2%
PM Philip Morris International	0.21%	4,875	$888K	Reduce -40.4%
TGT Target Corp.	0.21%	8,838	$872K	Reduce -2.4%
SYY Sysco Corp.	0.21%	11,502	$871K	No change
MAR Marriott International Class A	0.20%	3,095	$846K	No change
NEM Newmont Corp.	0.20%	14,169	$825K	Reduce -0.7%
NEE Nextera Energy Inc.	0.19%	11,508	$799K	Reduce -3.7%
EG Everest Group Ltd.	0.19%	2,350	$799K	No change
ADBE Adobe Inc.	0.19%	2,022	$782K	Reduce -15.0%

Show all 185 holdings

Portfolio Sells Q1 2025 → Q2 2025


AAPL Apple Inc.	Reduce -0.2%	4.32%	−0.50
XOM Exxon Mobil Corp.	Reduce -3.8%	2.39%	−0.43
WSO Watsco Inc.	Reduce -3.6%	1.84%	−0.42
TMO Thermo Fisher Scientific Inc.	Reduce -32.2%	0.43%	−0.37
PG The Procter & Gamble Co.	Reduce -8.1%	1.72%	−0.34
PGR Progressive Corp.	Reduce -5.1%	2.13%	−0.32
MRSH Marsh & McLennan Cos	Reduce -2.5%	1.70%	−0.30
CVX Chevron Corp.	Reduce -0.9%	1.36%	−0.29
ABBV Abbvie Inc.	Reduce -18.8%	0.53%	−0.23
JNJ Johnson & Johnson	Reduce -2.9%	1.43%	−0.21
UNP Union Pacific Corp.	Reduce -27.8%	0.43%	−0.20
PEP Pepsico Inc.	Reduce -8.9%	0.69%	−0.20
MRK Merck & Co. Inc.	Reduce -3.1%	0.91%	−0.18
ACN Accenture PLC Class A	Reduce -3.5%	1.61%	−0.18
AMGN Amgen Inc.	Reduce -0.2%	1.11%	−0.17
MMM 3M Co.	Reduce -33.1%	0.33%	−0.16
SSD Simpson Manufacturing Co. Inc.	Reduce -20.0%	0.45%	−0.13
EW Edwards Lifesciences Corp.	Sold out	0.00%	−0.13
MA Mastercard Inc. Class A	Reduce -40.4%	0.17%	−0.12
QCOM Qualcomm Inc.	Reduce -46.1%	0.13%	−0.11
PM Philip Morris International	Reduce -40.4%	0.21%	−0.11
UNH Unitedhealth Group Inc.	Sold out	0.00%	−0.10
OTIS Otis Worldwide Corp.	Reduce -0.3%	1.18%	−0.09
LHX L3HARRIS Technologies Inc.	Reduce -42.1%	0.16%	−0.08
EQNR Equinor ASA-Spon ADR	Reduce -11.3%	0.33%	−0.07
NKE Nike Inc. Class B	Sold out	0.00%	−0.07
ABT Abbott Laboratories	Reduce -13.0%	0.46%	−0.07
DOW Dow Inc.	Sold out	0.00%	−0.07
ARCC Ares Capital Corp.	Sold out	0.00%	−0.06
LULU Lululemon Athletica Inc.	Sold out	0.00%	−0.06
SHEL Shell PLC-ADR	Reduce -9.1%	0.33%	−0.06
EXPD Expeditors Intl Wash Inc.	Sold out	0.00%	−0.06
KMB Kimberly-Clark Corp.	Sold out	0.00%	−0.05
BRO Brown & Brown Inc.	Sold out	0.00%	−0.05
BAX Baxter International Inc.	Sold out	0.00%	−0.05
TTE Totalenergies SE -Spon ADR	Reduce -4.4%	0.32%	−0.04
MKC McCormick & Co.-Non VTG SHRS	Reduce -1.7%	0.31%	−0.04
CL Colgate-Palmolive Co.	Reduce -10.9%	0.22%	−0.04
ADBE Adobe Inc.	Reduce -15.0%	0.19%	−0.04
PFF iShares Preferred & Income S	Reduce -9.4%	0.25%	−0.03
KO The Coca-Cola Co.	Reduce -0.7%	0.70%	−0.03
APD Air Products & Chemicals Inc.	Reduce -5.3%	0.23%	−0.03
LIN Linde PLC	Reduce -0.0%	1.49%	−0.03
CHD Church & Dwight Co. Inc.	Reduce -1.3%	0.15%	−0.03
HON Honeywell International Inc.	Reduce -9.4%	0.79%	−0.03
MDLZ Mondelez International Inc. Class A	Reduce -16.6%	0.10%	−0.03
GIS General Mills Inc.	Reduce -9.6%	0.08%	−0.02
TGT Target Corp.	Reduce -2.4%	0.21%	−0.02
COP Conocophillips	Reduce -1.4%	0.11%	−0.02
SLB SLB Ltd.	Reduce -1.6%	0.08%	−0.02

Portfolio Buys Q1 2025 → Q2 2025


JPM JPMorgan Chase & Co.	Add +1.5%	3.18%	+0.45
VTI VG Morningstar TS MKT ETF-US	New	0.44%	+0.44
LLY Eli Lilly & Co.	Add +51.1%	1.08%	+0.30
PANW Palo Alto Networks Inc.	Add +5.6%	1.60%	+0.30
ASML ASML Holding NV-NY Reg SHS	Add +3.2%	1.08%	+0.19
STE Steris PLC	Add +106.2%	0.22%	+0.11
CRSP Crispr Therapeutics AG	Add +1.7%	0.29%	+0.09
BNS Bank of Nova Scotia	Add +11.2%	0.39%	+0.08
MRNA Moderna Inc.	New	0.06%	+0.06
CEG Constellation Energy	New	0.05%	+0.05
DKNG Draftkings Inc. Class A	New	0.05%	+0.05
APH Amphenol Corp. Class A	New	0.05%	+0.05
FAST Fastenal Co.	New	0.05%	+0.05
CFG Citizens Financial Group	New	0.05%	+0.05
EL Estee Lauder Companies Class A	New	0.05%	+0.05
BAC Bank of America Corp.	New	0.05%	+0.05
LB Landbridge Co. LLC-A	Add +19.7%	0.36%	+0.03
CRM Salesforce Inc.	Add +12.8%	0.27%	+0.03
DIA SS SPDR Dow Jones Indus Avg	Add +20.1%	0.13%	+0.02
LMT Lockheed Martin Corp.	Add +3.2%	0.32%	+0.01
NVO Novo-Nordisk A/S-Spons ADR	Add +4.4%	1.25%	+0.01
ICE Intercontinental Exchange Inc.	Add +2.4%	0.10%	+0.01
GSK GSK PLC-Spon ADR	Add +10.6%	0.08%	+0.01
IJR iShares Core S&P Small-Cap E	Add +0.3%	0.25%	+0.00
CCI Crown Castle Inc.	Add +5.9%	0.24%	+0.00
VLTO Veralto Corp.	Add +2.0%	0.10%	+0.00
DHR Danaher Corp.	Add +0.1%	0.29%	−0.02
TJX TJX Companies Inc.	Add +0.1%	1.46%	−0.02
V Visa Inc. Class A	Add +0.0%	2.39%	−0.04
VRTX Vertex Pharmaceuticals Inc.	Add +1.6%	0.60%	−0.06
CB Chubb Ltd.	Add +0.1%	1.25%	−0.09
CCOI Cogent Communications Holdin	Add +2.7%	0.51%	−0.14
OKE Oneok Inc.	Add +9.0%	1.31%	−0.19
TPL Texas Pacific Land Corp.	Add +6.8%	1.16%	−0.24

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