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Ipswich Investment Management Co., Inc.

Portfolio Manager
Ipswich Investment Management Co., Inc.
Performance
-2.61% (2026 Q1)
AUM (13F)
$425.88M
# of Holdings
185
Performance Rank
Allocation (Top 20)
51.84%

Ipswich Investment Management Co., Inc. Holdings Map

Top 50 Ipswich Investment Management Co., Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
5.35%61.6K$22.8M
-0.66%(-410)
2025-Q1: 63.8K shares2025-Q2: 63.3K shares2025-Q3: 62.7K shares2025-Q4: 62.0K shares2026-Q1: 61.6K shares
$38.20(+922.10%)
2026-03-31
AAPL
APPLE INC
5.01%84.1K$21.3M
-1.26%(-1.08K)
2025-Q1: 87.4K shares2025-Q2: 87.3K shares2025-Q3: 86.5K shares2025-Q4: 85.2K shares2026-Q1: 84.1K shares
$42.33(+629.05%)
2026-03-31
GOOGL
ALPHABET INC
3.75%55.6K$16.0M
-5.97%(-3.53K)
2025-Q1: 61.5K shares2025-Q2: 61.5K shares2025-Q3: 60.8K shares2025-Q4: 59.1K shares2026-Q1: 55.6K shares
$48.86(+636.57%)
2026-03-31
XOM
EXXON MOBIL CORP
3.41%85.5K$14.5M
-4.48%(-4.01K)
2025-Q1: 95.6K shares2025-Q2: 91.9K shares2025-Q3: 89.1K shares2025-Q4: 89.5K shares2026-Q1: 85.5K shares
$65.68(+108.73%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
3.3%14.1K$14.0M
-2.48%(-358)
2025-Q1: 14.8K shares2025-Q2: 14.7K shares2025-Q3: 14.7K shares2025-Q4: 14.4K shares2026-Q1: 14.1K shares
$129.06(+637.37%)
2026-03-31
IWV
ISHARES TR
3.21%36.8K$13.7M
-3.87%(-1.48K)
2025-Q1: 38.2K shares2025-Q2: 37.9K shares2025-Q3: 37.3K shares2025-Q4: 38.3K shares2026-Q1: 36.8K shares
$137.86(+208.47%)
2026-03-31
JPM
JPMORGAN CHASE & CO
3.1%44.9K$13.2M
-0.50%(-227)
2025-Q1: 44.9K shares2025-Q2: 45.5K shares2025-Q3: 45.5K shares2025-Q4: 45.1K shares2026-Q1: 44.9K shares
$92.51(+261.54%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.92%71.3K$12.4M
-1.27%(-921)
2025-Q1: 77.7K shares2025-Q2: 76.3K shares2025-Q3: 74.4K shares2025-Q4: 72.3K shares2026-Q1: 71.3K shares
$9.61(+1927.31%)
2026-03-31
CAT
CATERPILLAR INC
2.62%15.8K$11.2M
-3.38%(-552)
2025-Q1: 17.2K shares2025-Q2: 17.0K shares2025-Q3: 16.6K shares2025-Q4: 16.3K shares2026-Q1: 15.8K shares
$87.34(+1003.24%)
2026-03-31
AMZN
AMAZON COM INC
2.36%48.3K$10.1M
-2.07%(-1.02K)
2025-Q1: 49.0K shares2025-Q2: 48.8K shares2025-Q3: 49.0K shares2025-Q4: 49.4K shares2026-Q1: 48.3K shares
$45.69(+431.16%)
2026-03-31

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