Ipswich Investment Management Co., Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 8, 2025), Ipswich Investment Management Co., Inc. reported 185 stock positions worth $428.1 million. Its top holding was Microsoft (MSFT) at 7.6% of the portfolio, followed by Apple (AAPL, 5.1%) and Alphabet Class A (GOOGL, 3.4%). Compared with Q2 2025, it opened 5 new positions, sold out of 5, added to 27 and reduced 85. The biggest buy was a new position in Amrize (AMRZ) and the biggest sale Vertex Pharmaceuticals (VRTX, shares −63%).

Most Recent 13F
Q2 2026
Location
BEVERLY, MA
CIK
0001463753
Portfolio Value
$428.1M (Q3 2025)
SEC Filing
0001398344-25-019010 ↗ filed Oct 8, 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 Q2 2025 Q3 2025: $428.1M $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 · $428.1M
MSFT Microsoft Corp. 7.59% 62,734 $32.5M Reduce -1.0%
AAPL Apple Inc. 5.15% 86,543 $22.0M Reduce -0.8%
GOOGL Alphabet Inc. Class A 3.45% 60,757 $14.8M Reduce -1.1%
JPM JPMorgan Chase & Co. 3.35% 45,496 $14.4M Reduce -0.1%
IWV iShares Russell 3000 ETF 3.30% 37,265 $14.1M Reduce -1.6%
NVDA Nvidia Corp. 3.24% 74,393 $13.9M Reduce -2.5%
COST Costco Wholesale Corp. 3.18% 14,687 $13.6M Add +0.1%
AMZN Amazon.com Inc. 2.51% 48,955 $10.7M Add +0.3%
XOM Exxon Mobil Corp. 2.35% 89,114 $10.0M Reduce -3.0%
V Visa Inc. Class A 2.21% 27,706 $9.5M Reduce -0.8%
PGR Progressive Corp. 1.90% 32,920 $8.1M Reduce -0.4%
CAT Caterpillar Inc. 1.85% 16,581 $7.9M Reduce -2.6%
MRSH Marsh & McLennan Cos 1.76% 37,477 $7.6M Add +16.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.65% 48,931 $7.1M Reduce -0.3%
JNJ Johnson & Johnson 1.64% 37,904 $7.0M Reduce -2.3%
TXN Texas Instruments Inc. 1.62% 37,724 $6.9M No change
PANW Palo Alto Networks Inc. 1.61% 33,926 $6.9M Add +4.9%
WSO Watsco Inc. 1.59% 16,862 $6.8M Reduce -2.2%
PG The Procter & Gamble Co. 1.49% 41,603 $6.4M Reduce -7.3%
CVX Chevron Corp. 1.41% 38,785 $6.0M Reduce -1.6%
LIN Linde PLC 1.39% 12,563 $6.0M Reduce -4.6%
ASML ASML Holding NV-NY Reg SHS 1.36% 5,995 $5.8M Add +7.0%
ACN Accenture PLC Class A 1.29% 22,439 $5.5M Add +0.8%
LLY Eli Lilly & Co. 1.25% 6,995 $5.3M Add +21.3%
CB Chubb Ltd. 1.17% 17,748 $5.0M Reduce -1.0%
OKE Oneok Inc. 1.11% 65,248 $4.8M Reduce -1.6%
AMGN Amgen Inc. 1.09% 16,479 $4.7M Reduce -0.3%
TPL Texas Pacific Land Corp. 1.01% 4,635 $4.3M Add +2.2%
NVO Novo-Nordisk A/S-Spons ADR 0.97% 74,995 $4.2M Reduce -0.0%
CCJ Cameco Corp. 0.96% 49,219 $4.1M Reduce -2.4%
AMRZ Amrize Ltd. 0.96% 84,304 $4.1M New
IVV iShares Core S&P 500 ETF 0.92% 5,908 $4.0M Add +7.0%
MRK Merck & Co. Inc. 0.92% 46,687 $3.9M Reduce -1.5%
OTIS Otis Worldwide Corp. 0.87% 40,891 $3.7M Reduce -17.0%
GOOG Alphabet Inc. Class C 0.86% 15,097 $3.7M Reduce -2.6%
LEU Centrus Energy Corp. Class A 0.78% 10,825 $3.4M Add +1.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.77% 11,740 $3.3M Reduce -13.2%
BIPC Brookfield Infrastructure-A 0.77% 80,210 $3.3M Reduce -1.8%
PEP Pepsico Inc. 0.72% 21,914 $3.1M Add +1.0%
GE General Electric filed as GE AEROSPACE 0.60% 8,583 $2.6M No change
KO The Coca-Cola Co. 0.60% 38,833 $2.6M Reduce -5.8%
ABBV Abbvie Inc. 0.58% 10,684 $2.5M Reduce -9.0%
CMI Cummins Inc. 0.54% 5,502 $2.3M Reduce -1.8%
EMR Emerson Electric Co. 0.54% 17,649 $2.3M Reduce -3.3%
RTX RTX Corp. 0.53% 13,552 $2.3M Add +0.2%
HON Honeywell International Inc. 0.52% 10,542 $2.2M Reduce -25.1%
NVS Novartis AG-Sponsored ADR 0.52% 17,212 $2.2M Reduce -5.0%
DUK Duke Energy Corp. 0.49% 17,109 $2.1M Reduce -4.9%
UNP Union Pacific Corp. 0.47% 8,548 $2.0M Add +10.3%
MCD McDonald's Corp. 0.46% 6,505 $2.0M No change
VTI VG Morningstar TS MKT ETF-US 0.46% 5,973 $2.0M Reduce -0.5%
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX 0.46% 30,205 $2.0M Add +4.5%
LB Landbridge Co. LLC-A 0.45% 36,092 $1.9M Add +62.1%
ORCL Oracle Corp. 0.44% 6,727 $1.9M Reduce -6.6%
ADP Automatic Data Processing 0.43% 6,218 $1.8M Reduce -0.2%
TMO Thermo Fisher Scientific Inc. 0.42% 3,692 $1.8M Reduce -15.5%
QQQ Invesco QQQ Trust Series 1 0.41% 2,943 $1.8M Reduce -1.7%
CCOI Cogent Communications Holdin 0.40% 44,259 $1.7M Add +0.8%
ABT Abbott Laboratories 0.39% 12,456 $1.7M Reduce -10.8%
HD Home Depot Inc. 0.39% 4,106 $1.7M Reduce -0.1%
CRSP Crispr Therapeutics AG 0.38% 25,198 $1.6M Add +0.9%
SO The Southern Co. 0.36% 16,437 $1.6M Add +0.2%
AMAT Applied Materials Inc. 0.35% 7,366 $1.5M Reduce -3.0%
ORLY O'reilly Automotive Inc. 0.34% 13,350 $1.4M No change
MMM 3M Co. 0.33% 9,101 $1.4M No change
SHEL Shell PLC-ADR 0.32% 19,409 $1.4M No change
FICO Fair Isaac Corp. 0.32% 925 $1.4M Reduce -6.3%
MO Altria Group Inc. 0.32% 20,845 $1.4M No change
CCEP Coca-Cola Europacific Partne 0.32% 15,125 $1.4M No change
EQNR Equinor ASA-Spon ADR 0.32% 55,396 $1.4M Add +0.9%
AVGO Broadcom Inc. 0.31% 4,067 $1.3M No change
AXP American Express Co. 0.31% 4,036 $1.3M No change
BTI British American Tob-SP ADR 0.31% 25,000 $1.3M No change
GEV GE Vernova Inc. 0.31% 2,150 $1.3M No change
TTE Totalenergies SE -Spon ADR 0.31% 21,930 $1.3M No change
T AT&T Inc. 0.28% 42,388 $1.2M Add +0.1%
STE Steris PLC 0.27% 4,669 $1.2M Add +24.6%
DHR Danaher Corp. 0.26% 5,652 $1.1M Reduce -6.4%
NEM Newmont Corp. 0.26% 13,169 $1.1M Reduce -7.1%
MKC McCormick & Co.-Non VTG SHRS 0.26% 16,572 $1.1M Reduce -3.5%
ROST Ross Stores Inc. 0.26% 7,276 $1.1M Reduce -1.8%
PFF iShares Preferred & Income S 0.25% 33,864 $1.1M No change
IJR iShares Core S&P Small-Cap E 0.24% 8,606 $1.0M Reduce -9.0%
CRM Salesforce Inc. 0.24% 4,283 $1.0M Add +2.7%
ITW Illinois Tool Works 0.24% 3,875 $1.0M Reduce -0.3%
IJH iShares Core S&P Midcap ETF 0.23% 15,040 $982K Reduce -0.1%
SYY Sysco Corp. 0.22% 11,502 $947K No change
NEE Nextera Energy Inc. 0.20% 11,508 $869K No change
LHX L3HARRIS Technologies Inc. 0.19% 2,728 $833K Add +1.1%
SSD Simpson Manufacturing Co. Inc. 0.19% 4,970 $832K Reduce -58.6%
CCI Crown Castle Inc. 0.19% 8,591 $829K Reduce -10.3%
CI The Cigna Group 0.19% 2,864 $826K No change
EG Everest Group Ltd. 0.19% 2,350 $823K No change
AFL Aflac Inc. 0.19% 7,360 $822K No change
VRTX Vertex Pharmaceuticals Inc. 0.19% 2,083 $816K Reduce -62.9%
MAR Marriott International Class A 0.19% 3,095 $806K No change
APD Air Products & Chemicals Inc. 0.19% 2,921 $797K Reduce -14.7%
PM Philip Morris International 0.18% 4,875 $791K No change
RCL Royal Caribbean Cruises Ltd. 0.18% 2,319 $750K No change
BMY Bristol-Myers Squibb Co. 0.17% 16,551 $746K Reduce -1.0%
AMD Advanced Micro Devices 0.17% 4,580 $741K Reduce -5.2%
META Meta Platforms Inc. Class A 0.17% 991 $728K No change
EPD Enterprise Products Partners 0.17% 23,127 $723K No change
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.17% 5,485 $714K Reduce -2.2%
MA Mastercard Inc. Class A 0.16% 1,237 $704K Reduce -2.1%
SHW The Sherwin-Williams Co. 0.16% 2,028 $702K No change
VZ Verizon Communications Inc. 0.16% 15,150 $666K Reduce -1.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.16% 5,800 $664K Reduce -3.6%
DD Dupont DE Nemours Inc. 0.15% 8,095 $631K Reduce -13.1%
VRSN Verisign Inc. 0.14% 2,210 $618K No change
GLW Corning Inc. 0.14% 7,440 $610K No change
HSY The Hershey Co. 0.14% 3,250 $608K No change
SYK Stryker Corp. 0.14% 1,630 $603K No change
ADBE Adobe Inc. 0.14% 1,677 $592K Reduce -17.1%
CHD Church & Dwight Co. Inc. 0.14% 6,602 $579K Reduce -0.7%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.13% 1,201 $557K No change
MU Micron Technology Inc. 0.13% 3,225 $540K Reduce -3.0%
GILD Gilead Sciences Inc. 0.12% 4,565 $507K Reduce -2.1%
LOW Lowe's Cos Inc. 0.11% 1,958 $492K No change
RPM RPM International Inc. 0.11% 4,150 $489K No change
INTC Intel Corp. 0.11% 14,416 $484K Reduce -11.2%
COP Conocophillips 0.11% 4,960 $469K No change
ISRG Intuitive Surgical Inc. 0.11% 1,048 $469K No change
QCOM Qualcomm Inc. 0.11% 2,815 $468K Reduce -16.3%
BRK.B Berkshire Hathaway Inc. Class B 0.11% 925 $465K No change
TGT Target Corp. 0.11% 5,181 $465K Reduce -41.4%
ED Consolidated Edison Inc. 0.11% 4,525 $455K No change
VLTO Veralto Corp. 0.11% 4,236 $452K Reduce -1.0%
MS Morgan Stanley 0.10% 2,774 $441K No change
MEDP Medpace Holdings Inc. 0.10% 855 $440K No change
LRCX Lam Research Corp. 0.10% 3,250 $435K No change
FIX Comfort Systems USA Inc. 0.10% 519 $428K New
DE Deere & Co. 0.10% 913 $418K No change
EFA iShares MSCI Eafe ETF 0.09% 4,158 $388K Add +5.9%
GSK GSK PLC-Spon ADR 0.09% 8,964 $387K No change
ICE Intercontinental Exchange Inc. 0.09% 2,248 $379K Add +3.2%
PWR Quanta Services Inc. 0.08% 844 $350K No change
BR Broadridge Financial Solutio 0.08% 1,465 $349K No change
WFC Wells Fargo & Co. 0.08% 4,101 $344K No change
IDXX Idexx Laboratories Inc. 0.08% 535 $342K No change
LH Labcorp Holdings Inc. 0.08% 1,145 $329K No change
VIG Vanguard Dividend Apprec ETF 0.08% 1,521 $328K No change
PSX Phillips 66 0.08% 2,400 $326K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.08% 9,392 $323K Reduce -2.1%
CL Colgate-Palmolive Co. 0.08% 4,030 $322K Reduce -60.5%
CPRT Copart Inc. 0.07% 7,090 $319K Reduce -11.3%
CTVA Corteva Inc. 0.07% 4,652 $315K No change
CAC Camden National Corp. 0.07% 8,026 $310K Reduce -81.4%
TECK Teck Resources Ltd.-CLS B 0.07% 7,050 $309K New
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.07% 2,071 $308K Reduce -1.0%
MPC Marathon Petroleum Corp. 0.07% 1,600 $308K Reduce -1.5%
GIS General Mills Inc. 0.07% 5,898 $297K Reduce -6.3%
WM Waste Management Inc. 0.07% 1,300 $287K No change
SBUX Starbucks Corp. 0.06% 3,222 $273K Reduce -7.2%
APH Amphenol Corp. Class A 0.06% 2,200 $272K No change
FTNT Fortinet Inc. 0.06% 3,190 $268K No change
LMT Lockheed Martin Corp. 0.06% 530 $265K Reduce -81.7%
CME Cme Group Inc. 0.06% 975 $263K Add +2.6%
GXO Gxo Logistics Inc. 0.06% 4,968 $263K Reduce -19.1%
AGM Federal Agric MTG Corp. Class C 0.06% 1,520 $255K No change
EFX Equifax Inc. 0.06% 964 $247K No change
ZTS Zoetis Inc. 0.06% 1,688 $247K Reduce -5.6%
CFG Citizens Financial Group 0.06% 4,624 $246K No change
SAIA Saia Inc. 0.06% 820 $245K No change
FAST Fastenal Co. 0.06% 4,988 $245K No change
GEHC GE Healthcare Technology 0.06% 3,255 $244K No change
TTC Toro Co. 0.06% 3,175 $242K No change
CMG Chipotle Mexican Grill Inc. 0.06% 6,050 $237K Reduce -2.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.05% 352 $234K Reduce -14.4%
WAT Waters Corp. 0.05% 780 $234K Reduce -3.1%
MRNA Moderna Inc. 0.05% 9,035 $233K No change
PFE Pfizer Inc. 0.05% 9,121 $232K Reduce -33.2%
CEG Constellation Energy 0.05% 703 $231K Add +2.9%
CVS CVS Health Corp. 0.05% 3,039 $229K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 4,250 $219K No change
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.05% 2,797 $214K No change
IGSB iShares 1-5Y Inv Grade Corp. 0.05% 4,000 $212K No change
WEC WEC Energy Group Inc. 0.05% 1,812 $208K New
MCO Moody's Corp. 0.05% 435 $207K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.05% 2,341 $206K Reduce -7.3%
UPS United Parcel Service Class B 0.05% 2,425 $203K No change
DOV Dover Corp. 0.05% 1,212 $202K Reduce -5.8%
DGRW Wisdomtree U.S. Quality Divi 0.05% 2,270 $202K New
RIG Transocean Ltd. 0.01% 14,500 $45K No change
FURY Fury Gold Mines Ltd. 0.00% 11,000 $7K No change

Portfolio Sells Q2 2025 → Q3 2025
VRTX Vertex Pharmaceuticals Inc. Reduce -62.9% 0.19% −0.41
CAC Camden National Corp. Reduce -81.4% 0.07% −0.35
OTIS Otis Worldwide Corp. Reduce -17.0% 0.87% −0.30
NVO Novo-Nordisk A/S-Spons ADR Reduce -0.0% 0.97% −0.28
HON Honeywell International Inc. Reduce -25.1% 0.52% −0.27
LMT Lockheed Martin Corp. Reduce -81.7% 0.06% −0.26
SSD Simpson Manufacturing Co. Inc. Reduce -58.6% 0.19% −0.26
WSO Watsco Inc. Reduce -2.2% 1.59% −0.24
PG The Procter & Gamble Co. Reduce -7.3% 1.49% −0.23
PGR Progressive Corp. Reduce -0.4% 1.90% −0.23
OKE Oneok Inc. Reduce -1.6% 1.11% −0.19
IBM Intl Business Machines Corp. Reduce -13.2% 0.77% −0.19
V Visa Inc. Class A Reduce -0.8% 2.21% −0.18
CL Colgate-Palmolive Co. Reduce -60.5% 0.08% −0.15
FICO Fair Isaac Corp. Reduce -6.3% 0.32% −0.11
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.10
KO The Coca-Cola Co. Reduce -5.8% 0.60% −0.10
TGT Target Corp. Reduce -41.4% 0.11% −0.10
LIN Linde PLC Reduce -4.6% 1.39% −0.10
CB Chubb Ltd. Reduce -1.0% 1.17% −0.08
ABT Abbott Laboratories Reduce -10.8% 0.39% −0.07
MKC McCormick & Co.-Non VTG SHRS Reduce -3.5% 0.26% −0.06
FISV Fiserv Inc. Sold out 0.00% −0.05
DKNG Draftkings Inc. Class A Sold out 0.00% −0.05
MKC.V McCormick & Co. Inc. VTG Com Sold out 0.00% −0.05
AKAM Akamai Technologies Inc. Sold out 0.00% −0.05
ADBE Adobe Inc. Reduce -17.1% 0.14% −0.05
BIPC Brookfield Infrastructure-A Reduce -1.8% 0.77% −0.05
APD Air Products & Chemicals Inc. Reduce -14.7% 0.19% −0.05
EMR Emerson Electric Co. Reduce -3.3% 0.54% −0.05
CCI Crown Castle Inc. Reduce -10.3% 0.19% −0.04
XOM Exxon Mobil Corp. Reduce -3.0% 2.35% −0.04
ADP Automatic Data Processing Reduce -0.2% 0.43% −0.04
CMG Chipotle Mexican Grill Inc. Reduce -2.1% 0.06% −0.03
AMGN Amgen Inc. Reduce -0.3% 1.09% −0.03
DHR Danaher Corp. Reduce -6.4% 0.26% −0.03
PFE Pfizer Inc. Reduce -33.2% 0.05% −0.03
DIS The Walt Disney Co. Reduce -3.6% 0.16% −0.03
CPRT Copart Inc. Reduce -11.3% 0.07% −0.02
QCOM Qualcomm Inc. Reduce -16.3% 0.11% −0.02
CHD Church & Dwight Co. Inc. Reduce -0.7% 0.14% −0.02
JKHY Jack Henry & Associates Inc. Reduce -1.0% 0.07% −0.02
DUK Duke Energy Corp. Reduce -4.9% 0.49% −0.02
NVS Novartis AG-Sponsored ADR Reduce -5.0% 0.52% −0.01
WAT Waters Corp. Reduce -3.1% 0.05% −0.01
SBUX Starbucks Corp. Reduce -7.2% 0.06% −0.01
MSFT Microsoft Corp. Reduce -1.0% 7.59% −0.01
BMY Bristol-Myers Squibb Co. Reduce -1.0% 0.17% −0.01
GXO Gxo Logistics Inc. Reduce -19.1% 0.06% −0.01
IJR iShares Core S&P Small-Cap E Reduce -9.0% 0.24% −0.01

Portfolio Buys Q2 2025 → Q3 2025
AMRZ Amrize Ltd. New 0.96% +0.96
LEU Centrus Energy Corp. Class A Add +1.4% 0.78% +0.31
ASML ASML Holding NV-NY Reg SHS Add +7.0% 1.36% +0.27
LLY Eli Lilly & Co. Add +21.3% 1.25% +0.16
FIX Comfort Systems USA Inc. New 0.10% +0.10
IVV iShares Core S&P 500 ETF Add +7.0% 0.92% +0.10
CRSP Crispr Therapeutics AG Add +0.9% 0.38% +0.09
LB Landbridge Co. LLC-A Add +62.1% 0.45% +0.09
TECK Teck Resources Ltd.-CLS B New 0.07% +0.07
BNS Bank of Nova Scotia Add +4.5% 0.46% +0.07
MRSH Marsh & McLennan Cos Add +16.1% 1.76% +0.06
RTX RTX Corp. Add +0.2% 0.53% +0.05
STE Steris PLC Add +24.6% 0.27% +0.05
WEC WEC Energy Group Inc. New 0.05% +0.05
DGRW Wisdomtree U.S. Quality Divi New 0.05% +0.05
UNP Union Pacific Corp. Add +10.3% 0.47% +0.04
LHX L3HARRIS Technologies Inc. Add +1.1% 0.19% +0.03
PEP Pepsico Inc. Add +1.0% 0.72% +0.03
PANW Palo Alto Networks Inc. Add +4.9% 1.61% +0.02
EFA iShares MSCI Eafe ETF Add +5.9% 0.09% +0.01
CEG Constellation Energy Add +2.9% 0.05% +0.00
SO The Southern Co. Add +0.2% 0.36% +0.00
CME Cme Group Inc. Add +2.6% 0.06% −0.00
ICE Intercontinental Exchange Inc. Add +3.2% 0.09% −0.01
T AT&T Inc. Add +0.1% 0.28% −0.02
EQNR Equinor ASA-Spon ADR Add +0.9% 0.32% −0.02
CRM Salesforce Inc. Add +2.7% 0.24% −0.04
AMZN Amazon.com Inc. Add +0.3% 2.51% −0.07
CCOI Cogent Communications Holdin Add +0.8% 0.40% −0.11
TPL Texas Pacific Land Corp. Add +2.2% 1.01% −0.15
ACN Accenture PLC Class A Add +0.8% 1.29% −0.31
COST Costco Wholesale Corp. Add +0.1% 3.18% −0.33

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