StockDriftsStockDriftsTop 50 Ipswich Investment Management Co., Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.07% | 83.1K | $24.0M | -1.20%(-1.01K) | $42.33(+621.37%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.91% | 62.4K | $23.3M | +1.30%(+800) | $42.41(+1046.14%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.13% | 54.7K | $19.6M | -1.47%(-815) | $48.86(+605.47%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 3.51% | 15.6K | $16.6M | -0.90%(-142) | $87.34(+895.55%) | 2026-06-30 | |
| IWV | ISHARES TR | 3.33% | 36.9K | $15.8M | +0.29%(+106) | $138.59(+216.16%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.99% | 43.3K | $14.2M | -3.43%(-1.54K) | $92.51(+294.24%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.93% | 69.3K | $13.9M | -2.90%(-2.07K) | $9.61(+2252.33%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.73% | 13.8K | $12.9M | -1.97%(-278) | $129.06(+639.05%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.43% | 33.8K | $11.5M | -1.98%(-682) | $93.94(+302.60%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.38% | 47.3K | $11.3M | -2.03%(-982) | $45.69(+474.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.09% | +52.44% | +10.96% | +68.23% |
| Top 20 Holdings Unweighted | +15.47% | +53.95% | +11.47% | +72.12% |
Ipswich Investment Management Co., Inc. reports $473.65M in US-listed equity holdings across 190 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.1%), MSFT (4.9%) and GOOGL (4.1%). The top 20 holdings account for 51.84% of reported assets. Its disclosed equity book has returned +52.44% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ipswich Investment Management Co., Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1463753). View Ipswich Investment Management Co., Inc.’s 13F filings on SEC