Ipswich Investment Management Co., Inc.

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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $426.9M Q1 2024 Q2 2024: $427.2M Q2 2024 Q3 2024: $431.9M Q3 2024 Q4 2024: $415.6M Q4 2024 Q1 2025: $403.0M Q1 2025 Q2 2025: $414.5M $414.5M Q2 2025 Q3 2025: $428.1M Q3 2025 Q4 2025: $431.8M Q4 2025 Q1 2026: $425.9M Q1 2026 Q2 2026: $473.6M Q2 2026

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%
AFL Aflac Inc. 0.19% 7,360 $776K Reduce -0.7%
BMY Bristol-Myers Squibb Co. 0.19% 16,711 $774K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.18% 6,020 $747K Reduce -6.2%
META Meta Platforms Inc. Class A 0.18% 991 $731K No change
RCL Royal Caribbean Cruises Ltd. 0.18% 2,319 $726K No change
EPD Enterprise Products Partners 0.17% 23,127 $717K No change
MA Mastercard Inc. Class A 0.17% 1,263 $710K Reduce -40.4%
SHW The Sherwin-Williams Co. 0.17% 2,028 $696K Reduce -1.2%
AMD Advanced Micro Devices 0.17% 4,830 $685K Reduce -26.2%
LHX L3HARRIS Technologies Inc. 0.16% 2,698 $677K Reduce -42.1%
VZ Verizon Communications Inc. 0.16% 15,450 $669K No change
SYK Stryker Corp. 0.16% 1,630 $645K No change
DD Dupont DE Nemours Inc. 0.15% 9,320 $639K No change
CHD Church & Dwight Co. Inc. 0.15% 6,648 $639K Reduce -1.3%
VRSN Verisign Inc. 0.15% 2,210 $638K No change
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.15% 5,610 $621K No change
ISRG Intuitive Surgical Inc. 0.14% 1,048 $569K No change
HSY The Hershey Co. 0.13% 3,250 $539K No change
QCOM Qualcomm Inc. 0.13% 3,362 $535K Reduce -46.1%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.13% 1,201 $529K Add +20.1%
GILD Gilead Sciences Inc. 0.12% 4,665 $517K No change
DE Deere & Co. 0.11% 913 $464K No change
RPM RPM International Inc. 0.11% 4,150 $456K Reduce -2.4%
ED Consolidated Edison Inc. 0.11% 4,525 $454K No change
BRK.B Berkshire Hathaway Inc. Class B 0.11% 925 $449K No change
COP Conocophillips 0.11% 4,960 $445K Reduce -1.4%
LOW Lowe's Cos Inc. 0.10% 1,958 $434K No change
VLTO Veralto Corp. 0.10% 4,280 $432K Add +2.0%
MDLZ Mondelez International Inc. Class A 0.10% 6,400 $432K Reduce -16.6%
MU Micron Technology Inc. 0.10% 3,325 $410K No change
ICE Intercontinental Exchange Inc. 0.10% 2,178 $400K Add +2.4%
CPRT Copart Inc. 0.09% 7,990 $392K No change
GLW Corning Inc. 0.09% 7,440 $391K No change
MS Morgan Stanley 0.09% 2,774 $391K Reduce -2.8%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.09% 2,091 $377K No change
INTC Intel Corp. 0.09% 16,229 $364K Reduce -3.8%
BR Broadridge Financial Solutio 0.09% 1,465 $356K Reduce -1.7%
EFA iShares MSCI Eafe ETF 0.08% 3,925 $351K No change
CMG Chipotle Mexican Grill Inc. 0.08% 6,180 $347K No change
CTVA Corteva Inc. 0.08% 4,652 $347K No change
GSK GSK PLC-Spon ADR 0.08% 8,964 $344K Add +10.6%
FTNT Fortinet Inc. 0.08% 3,190 $337K No change
PFE Pfizer Inc. 0.08% 13,653 $331K No change
WFC Wells Fargo & Co. 0.08% 4,101 $329K No change
GIS General Mills Inc. 0.08% 6,298 $326K Reduce -9.6%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.08% 9,592 $324K Reduce -1.6%
PWR Quanta Services Inc. 0.08% 844 $319K No change
SBUX Starbucks Corp. 0.08% 3,472 $318K No change
LRCX Lam Research Corp. 0.08% 3,250 $316K No change
VIG Vanguard Dividend Apprec ETF 0.08% 1,521 $311K No change
LH Labcorp Holdings Inc. 0.07% 1,145 $301K Reduce -6.2%
GXO Gxo Logistics Inc. 0.07% 6,143 $299K Reduce -14.8%
WM Waste Management Inc. 0.07% 1,300 $297K No change
AGM Federal Agric MTG Corp. Class C 0.07% 1,520 $295K No change
IDXX Idexx Laboratories Inc. 0.07% 535 $287K No change
PSX Phillips 66 0.07% 2,400 $286K No change
WAT Waters Corp. 0.07% 805 $281K Reduce -3.0%
ZTS Zoetis Inc. 0.07% 1,788 $279K No change
MPC Marathon Petroleum Corp. 0.07% 1,625 $270K No change
MEDP Medpace Holdings Inc. 0.06% 855 $268K No change
CME Cme Group Inc. 0.06% 950 $262K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.06% 411 $254K No change
EFX Equifax Inc. 0.06% 964 $250K No change
MRNA Moderna Inc. 0.06% 9,035 $249K New
UPS United Parcel Service Class B 0.06% 2,425 $245K No change
GEHC GE Healthcare Technology 0.06% 3,255 $241K No change
DOV Dover Corp. 0.06% 1,287 $236K No change
SAIA Saia Inc. 0.05% 820 $225K No change
TTC Toro Co. 0.05% 3,175 $224K No change
FISV Fiserv Inc. 0.05% 1,285 $222K No change
CEG Constellation Energy 0.05% 683 $220K New
DKNG Draftkings Inc. Class A 0.05% 5,105 $219K New
MCO Moody's Corp. 0.05% 435 $218K No change
APH Amphenol Corp. Class A 0.05% 2,200 $217K New
MKC.V McCormick & Co. Inc. VTG Com 0.05% 2,846 $215K No change
AKAM Akamai Technologies Inc. 0.05% 2,670 $213K Reduce -12.5%
IGSB iShares 1-5Y Inv Grade Corp. 0.05% 4,000 $211K No change
CVS CVS Health Corp. 0.05% 3,039 $210K No change
FAST Fastenal Co. 0.05% 4,988 $209K New
CFG Citizens Financial Group 0.05% 4,624 $207K New
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.05% 2,797 $205K Reduce -2.8%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.05% 2,526 $204K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 4,250 $201K New
RIG Transocean Ltd. 0.01% 14,500 $38K No change
FURY Fury Gold Mines Ltd. 0.00% 11,000 $5K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 190$473.6MAAPL, MSFT, GOOGL, CAT, IWV
Q1 2026 185$425.9MMSFT, AAPL, GOOGL, XOM, COST
Q4 2025 185$431.8MMSFT, AAPL, GOOGL, IWV, JPM
Q3 2025 185$428.1MMSFT, AAPL, GOOGL, JPM, IWV
Q2 2025 185$414.5MMSFT, AAPL, COST, IWV, JPM
Q1 2025 186$403.0MMSFT, AAPL, COST, IWV, XOM
Q4 2024 186$415.6MMSFT, AAPL, COST, IWV, GOOGL
Q3 2024 192$431.9MMSFT, AAPL, COST, IWV, XOM
Q2 2024 185$427.2MMSFT, AAPL, COST, XOM, IWV
Q1 2024 196$426.9MMSFT, AAPL, COST, XOM, IWV