Ipswich Investment Management Co., Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), Ipswich Investment Management Co., Inc. reported 185 stock positions worth $431.8 million. Its top holding was Microsoft (MSFT) at 6.9% of the portfolio, followed by Apple (AAPL, 5.4%) and Alphabet Class A (GOOGL, 4.3%). Compared with Q3 2025, it opened 7 new positions, sold out of 7, added to 36 and reduced 82. The biggest buy was a new position in Netflix (NFLX) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BEVERLY, MA
- CIK
- 0001463753
- Portfolio Value
- $431.8M (Q4 2025)
- SEC Filing
- 0001398344-26-000773 ↗ filed Jan 16, 2026
Holdings Value
Holdings 185 stocks · $431.8M
| MSFT Microsoft Corp. | 6.94% | 61,975 | $30.0M | Reduce -1.2% |
| AAPL Apple Inc. | 5.36% | 85,151 | $23.1M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 4.28% | 59,081 | $18.5M | Reduce -2.8% |
| IWV iShares Russell 3000 ETF | 3.43% | 38,324 | $14.8M | Add +2.8% |
| JPM JPMorgan Chase & Co. | 3.36% | 45,093 | $14.5M | Reduce -0.9% |
| NVDA Nvidia Corp. | 3.12% | 72,266 | $13.5M | Reduce -2.9% |
| COST Costco Wholesale Corp. | 2.89% | 14,448 | $12.5M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 2.64% | 49,352 | $11.4M | Add +0.8% |
| XOM Exxon Mobil Corp. | 2.49% | 89,521 | $10.8M | Add +0.5% |
| V Visa Inc. Class A | 2.22% | 27,284 | $9.6M | Reduce -1.5% |
| CAT Caterpillar Inc. | 2.17% | 16,321 | $9.3M | Reduce -1.6% |
| JNJ Johnson & Johnson | 1.80% | 37,489 | $7.8M | Reduce -1.1% |
| LLY Eli Lilly & Co. | 1.76% | 7,059 | $7.6M | Add +0.9% |
| PGR Progressive Corp. | 1.73% | 32,799 | $7.5M | Reduce -0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.71% | 48,051 | $7.4M | Reduce -1.8% |
| MRSH Marsh & McLennan Cos | 1.60% | 37,168 | $6.9M | Reduce -0.8% |
| TXN Texas Instruments Inc. | 1.54% | 38,236 | $6.6M | Add +1.4% |
| PANW Palo Alto Networks Inc. | 1.49% | 35,012 | $6.4M | Add +3.2% |
| ASML ASML Holding NV-NY Reg SHS | 1.49% | 6,012 | $6.4M | Add +0.3% |
| PG The Procter & Gamble Co. | 1.35% | 40,762 | $5.8M | Reduce -2.0% |
| ACN Accenture PLC Class A | 1.34% | 21,603 | $5.8M | Reduce -3.7% |
| CVX Chevron Corp. | 1.33% | 37,768 | $5.8M | Reduce -2.6% |
| WSO Watsco Inc. | 1.30% | 16,720 | $5.6M | Reduce -0.8% |
| LIN Linde PLC | 1.24% | 12,572 | $5.4M | Add +0.1% |
| AMGN Amgen Inc. | 1.22% | 16,050 | $5.3M | Reduce -2.6% |
| CB Chubb Ltd. | 1.21% | 16,750 | $5.2M | Reduce -5.6% |
| MRK Merck & Co. Inc. | 1.14% | 46,962 | $4.9M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 1.14% | 15,647 | $4.9M | Add +3.6% |
| OKE Oneok Inc. | 1.09% | 64,055 | $4.7M | Reduce -1.8% |
| AMRZ Amrize Ltd. | 1.04% | 83,171 | $4.5M | Reduce -1.3% |
| CCJ Cameco Corp. | 0.95% | 45,053 | $4.1M | Reduce -8.5% |
| TPL Texas Pacific Land Corp. | 0.92% | 13,869 | $4.0M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 0.91% | 5,712 | $3.9M | Reduce -3.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.87% | 73,898 | $3.8M | Reduce -1.5% |
| BIPC Brookfield Infrastructure-A | 0.83% | 78,720 | $3.6M | Reduce -1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.74% | 10,790 | $3.2M | Reduce -8.1% |
| PEP Pepsico Inc. | 0.71% | 21,292 | $3.1M | Reduce -2.8% |
| KO The Coca-Cola Co. | 0.63% | 38,833 | $2.7M | No change |
| CMI Cummins Inc. | 0.61% | 5,202 | $2.7M | Reduce -5.5% |
| GE General Electric filed as GE AEROSPACE | 0.61% | 8,583 | $2.6M | No change |
| RTX RTX Corp. | 0.58% | 13,552 | $2.5M | No change |
| LEU Centrus Energy Corp. Class A | 0.57% | 10,087 | $2.4M | Reduce -6.8% |
| ABBV Abbvie Inc. | 0.56% | 10,679 | $2.4M | Reduce -0.1% |
| NFLX Netflix Inc. | 0.56% | 25,937 | $2.4M | New |
| NVS Novartis AG-Sponsored ADR | 0.55% | 17,107 | $2.4M | Reduce -0.6% |
| EMR Emerson Electric Co. | 0.54% | 17,649 | $2.3M | No change |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.51% | 30,005 | $2.2M | Reduce -0.7% |
| TMO Thermo Fisher Scientific Inc. | 0.50% | 3,700 | $2.1M | Add +0.2% |
| UNP Union Pacific Corp. | 0.48% | 9,048 | $2.1M | Add +5.8% |
| HON Honeywell International Inc. | 0.47% | 10,452 | $2.0M | Reduce -0.8% |
| MCD McDonald's Corp. | 0.46% | 6,519 | $2.0M | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 5,941 | $2.0M | Reduce -0.5% |
| DUK Duke Energy Corp. | 0.46% | 16,890 | $2.0M | Reduce -1.3% |
| AMAT Applied Materials Inc. | 0.44% | 7,366 | $1.9M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 2,914 | $1.8M | Reduce -1.0% |
| ADP Automatic Data Processing | 0.37% | 6,218 | $1.6M | No change |
| ABT Abbott Laboratories | 0.36% | 12,456 | $1.6M | No change |
| FICO Fair Isaac Corp. | 0.36% | 921 | $1.6M | Reduce -0.4% |
| AXP American Express Co. | 0.34% | 4,016 | $1.5M | Reduce -0.5% |
| OTIS Otis Worldwide Corp. | 0.34% | 16,835 | $1.5M | Reduce -58.8% |
| LB Landbridge Co. LLC-A | 0.34% | 29,644 | $1.5M | Reduce -17.9% |
| MMM 3M Co. | 0.33% | 9,001 | $1.4M | Reduce -1.1% |
| SHEL Shell PLC-ADR | 0.33% | 19,409 | $1.4M | No change |
| AVGO Broadcom Inc. | 0.33% | 4,112 | $1.4M | Add +1.1% |
| BTI British American Tob-SP ADR | 0.33% | 25,000 | $1.4M | No change |
| GEV GE Vernova Inc. | 0.33% | 2,150 | $1.4M | No change |
| HD Home Depot Inc. | 0.32% | 4,056 | $1.4M | Reduce -1.2% |
| CCEP Coca-Cola Europacific Partne | 0.31% | 14,925 | $1.4M | Reduce -1.3% |
| SO The Southern Co. | 0.31% | 15,492 | $1.4M | Reduce -5.8% |
| CRSP Crispr Therapeutics AG | 0.30% | 25,033 | $1.3M | Reduce -0.7% |
| ROST Ross Stores Inc. | 0.30% | 7,276 | $1.3M | No change |
| EQNR Equinor ASA-Spon ADR | 0.30% | 54,796 | $1.3M | Reduce -1.1% |
| ORCL Oracle Corp. | 0.30% | 6,572 | $1.3M | Reduce -2.3% |
| STE Steris PLC | 0.30% | 5,039 | $1.3M | Add +7.9% |
| DHR Danaher Corp. | 0.29% | 5,532 | $1.3M | Reduce -2.1% |
| NEM Newmont Corp. | 0.29% | 12,669 | $1.3M | Reduce -3.8% |
| ORLY O'reilly Automotive Inc. | 0.28% | 13,265 | $1.2M | Reduce -0.6% |
| MO Altria Group Inc. | 0.28% | 20,845 | $1.2M | No change |
| CRM Salesforce Inc. | 0.27% | 4,324 | $1.1M | Add +1.0% |
| T AT&T Inc. | 0.24% | 42,288 | $1.1M | Reduce -0.2% |
| PFF iShares Preferred & Income S | 0.24% | 33,864 | $1.0M | No change |
| IJR iShares Core S&P Small-Cap E | 0.24% | 8,584 | $1.0M | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 14,880 | $982K | Reduce -1.1% |
| AMD Advanced Micro Devices | 0.23% | 4,580 | $981K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.22% | 13,946 | $950K | Reduce -15.8% |
| NEE Nextera Energy Inc. | 0.22% | 11,655 | $936K | Add +1.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.21% | 2,043 | $926K | Reduce -1.9% |
| BMY Bristol-Myers Squibb Co. | 0.21% | 16,551 | $893K | No change |
| MAR Marriott International Class A | 0.20% | 2,849 | $884K | Reduce -8.0% |
| LHX L3HARRIS Technologies Inc. | 0.20% | 2,908 | $854K | Add +6.6% |
| SYY Sysco Corp. | 0.20% | 11,502 | $848K | No change |
| AFL Aflac Inc. | 0.19% | 7,308 | $806K | Reduce -0.7% |
| SSD Simpson Manufacturing Co. Inc. | 0.18% | 4,940 | $798K | Reduce -0.6% |
| CI The Cigna Group | 0.18% | 2,864 | $788K | No change |
| PM Philip Morris International | 0.18% | 4,893 | $785K | Add +0.4% |
| ITW Illinois Tool Works | 0.18% | 3,118 | $768K | Reduce -19.5% |
| EG Everest Group Ltd. | 0.18% | 2,250 | $764K | Reduce -4.3% |
| EPD Enterprise Products Partners | 0.17% | 23,127 | $741K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.16% | 5,485 | $712K | No change |
| CCI Crown Castle Inc. | 0.16% | 7,661 | $681K | Reduce -10.8% |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -1.2% | 6.94% | −0.65 |
| OTIS Otis Worldwide Corp. | Reduce -58.8% | 0.34% | −0.53 |
| CCOI Cogent Communications Holdin | Sold out | 0.00% | −0.40 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.31 |
| COST Costco Wholesale Corp. | Reduce -1.6% | 2.89% | −0.29 |
| WSO Watsco Inc. | Reduce -0.8% | 1.30% | −0.29 |
| LEU Centrus Energy Corp. Class A | Reduce -6.8% | 0.57% | −0.22 |
| PGR Progressive Corp. | Reduce -0.4% | 1.73% | −0.17 |
| MRSH Marsh & McLennan Cos | Reduce -0.8% | 1.60% | −0.17 |
| ORCL Oracle Corp. | Reduce -2.3% | 0.30% | −0.15 |
| PG The Procter & Gamble Co. | Reduce -2.0% | 1.35% | −0.14 |
| NVDA Nvidia Corp. | Reduce -2.9% | 3.12% | −0.12 |
| LB Landbridge Co. LLC-A | Reduce -17.9% | 0.34% | −0.11 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.5% | 0.87% | −0.10 |
| TPL Texas Pacific Land Corp. | Reduce -0.3% | 0.92% | −0.09 |
| CRSP Crispr Therapeutics AG | Reduce -0.7% | 0.30% | −0.08 |
| CVX Chevron Corp. | Reduce -2.6% | 1.33% | −0.07 |
| CAC Camden National Corp. | Sold out | 0.00% | −0.07 |
| HD Home Depot Inc. | Reduce -1.2% | 0.32% | −0.07 |
| CHD Church & Dwight Co. Inc. | Reduce -44.3% | 0.07% | −0.06 |
| ITW Illinois Tool Works | Reduce -19.5% | 0.18% | −0.06 |
| EFX Equifax Inc. | Sold out | 0.00% | −0.06 |
| ORLY O'reilly Automotive Inc. | Reduce -0.6% | 0.28% | −0.06 |
| SO The Southern Co. | Reduce -5.8% | 0.31% | −0.05 |
| WRB WR Berkley Corp. | Sold out | 0.00% | −0.05 |
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −0.05 |
| HON Honeywell International Inc. | Reduce -0.8% | 0.47% | −0.05 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -15.8% | 0.22% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -22.7% | 0.13% | −0.04 |
| APD Air Products & Chemicals Inc. | Reduce -10.7% | 0.15% | −0.04 |
| T AT&T Inc. | Reduce -0.2% | 0.24% | −0.04 |
| DUK Duke Energy Corp. | Reduce -1.3% | 0.46% | −0.04 |
| CCI Crown Castle Inc. | Reduce -10.8% | 0.16% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -8.1% | 0.74% | −0.03 |
| OKE Oneok Inc. | Reduce -1.8% | 1.09% | −0.02 |
| MPC Marathon Petroleum Corp. | Reduce -11.7% | 0.05% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -3.3% | 0.91% | −0.02 |
| EQNR Equinor ASA-Spon ADR | Reduce -1.1% | 0.30% | −0.02 |
| EG Everest Group Ltd. | Reduce -4.3% | 0.18% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -1.6% | 0.14% | −0.01 |
| ABBV Abbvie Inc. | Reduce -0.1% | 0.56% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -15.2% | 0.06% | −0.01 |
| PEP Pepsico Inc. | Reduce -2.8% | 0.71% | −0.01 |
| GEHC GE Healthcare Technology | Reduce -24.3% | 0.05% | −0.01 |
| ADBE Adobe Inc. | Reduce -5.5% | 0.13% | −0.01 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -0.6% | 0.18% | −0.01 |
| CCJ Cameco Corp. | Reduce -8.5% | 0.95% | −0.01 |
| VLTO Veralto Corp. | Reduce -2.0% | 0.10% | −0.01 |
| HSY The Hershey Co. | Reduce -3.1% | 0.13% | −0.01 |
| GIS General Mills Inc. | Reduce -3.4% | 0.06% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| NFLX Netflix Inc. | New | 0.56% | +0.56 |
| LLY Eli Lilly & Co. | Add +0.9% | 1.76% | +0.51 |
| GOOG Alphabet Inc. Class C | Add +3.6% | 1.14% | +0.28 |
| MRK Merck & Co. Inc. | Add +0.6% | 1.14% | +0.23 |
| XOM Exxon Mobil Corp. | Add +0.5% | 2.49% | +0.15 |
| IWV iShares Russell 3000 ETF | Add +2.8% | 3.43% | +0.13 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.3% | 1.49% | +0.13 |
| AMZN Amazon.com Inc. | Add +0.8% | 2.64% | +0.13 |
| FSLR First Solar Inc. | New | 0.11% | +0.11 |
| IWM iShares Russell 2000 ETF | New | 0.09% | +0.09 |
| TMO Thermo Fisher Scientific Inc. | Add +0.2% | 0.50% | +0.08 |
| EXPD Expeditors Intl Wash Inc. | New | 0.05% | +0.05 |
| TECK Teck Resources Ltd.-CLS B | Add +59.6% | 0.12% | +0.05 |
| WMT Walmart Inc. | New | 0.05% | +0.05 |
| TRV The Travelers Cos Inc. | New | 0.05% | +0.05 |
| AKAM Akamai Technologies Inc. | New | 0.05% | +0.05 |
| ISRG Intuitive Surgical Inc. | Add +2.9% | 0.14% | +0.03 |
| CRM Salesforce Inc. | Add +1.0% | 0.27% | +0.03 |
| STE Steris PLC | Add +7.9% | 0.30% | +0.03 |
| ICE Intercontinental Exchange Inc. | Add +27.8% | 0.11% | +0.02 |
| EFA iShares MSCI Eafe ETF | Add +18.3% | 0.11% | +0.02 |
| AVGO Broadcom Inc. | Add +1.1% | 0.33% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +14.5% | 0.12% | +0.01 |
| NEE Nextera Energy Inc. | Add +1.3% | 0.22% | +0.01 |
| FIX Comfort Systems USA Inc. | Add +0.8% | 0.11% | +0.01 |
| UNP Union Pacific Corp. | Add +5.8% | 0.48% | +0.01 |
| WFC Wells Fargo & Co. | Add +1.3% | 0.09% | +0.01 |
| CEG Constellation Energy | Add +5.7% | 0.06% | +0.01 |
| APH Amphenol Corp. Class A | Add +0.9% | 0.07% | +0.01 |
| IDXX Idexx Laboratories Inc. | Add +2.2% | 0.09% | +0.01 |
| GXO Gxo Logistics Inc. | Add +9.4% | 0.07% | +0.00 |
| CME Cme Group Inc. | Add +5.8% | 0.07% | +0.00 |
| LHX L3HARRIS Technologies Inc. | Add +6.6% | 0.20% | +0.00 |
| PWR Quanta Services Inc. | Add +0.8% | 0.08% | +0.00 |
| MCD McDonald's Corp. | Add +0.2% | 0.46% | −0.00 |
| PM Philip Morris International | Add +0.4% | 0.18% | −0.00 |
| CPRT Copart Inc. | Add +0.6% | 0.06% | −0.01 |
| FAST Fastenal Co. | Add +2.0% | 0.05% | −0.01 |
| SHW The Sherwin-Williams Co. | Add +0.3% | 0.15% | −0.01 |
| VRSN Verisign Inc. | Add +0.2% | 0.12% | −0.02 |
| TXN Texas Instruments Inc. | Add +1.4% | 1.54% | −0.08 |
| PANW Palo Alto Networks Inc. | Add +3.2% | 1.49% | −0.12 |
| LIN Linde PLC | Add +0.1% | 1.24% | −0.15 |
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 |