Top 50 Ipswich Investment Management Co., Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 5.35% | 61.6K | $22.8M | -0.66%(-410) | $38.20(+922.10%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.01% | 84.1K | $21.3M | -1.26%(-1.08K) | $42.33(+629.05%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.75% | 55.6K | $16.0M | -5.97%(-3.53K) | $48.86(+636.57%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.41% | 85.5K | $14.5M | -4.48%(-4.01K) | $65.68(+108.73%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.3% | 14.1K | $14.0M | -2.48%(-358) | $129.06(+637.37%) | 2026-03-31 | |
| IWV | ISHARES TR | 3.21% | 36.8K | $13.7M | -3.87%(-1.48K) | $137.86(+208.47%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.1% | 44.9K | $13.2M | -0.50%(-227) | $92.51(+261.54%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.92% | 71.3K | $12.4M | -1.27%(-921) | $9.61(+1927.31%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 2.62% | 15.8K | $11.2M | -3.38%(-552) | $87.34(+1003.24%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.36% | 48.3K | $10.1M | -2.07%(-1.02K) | $45.69(+431.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.25% | +45.26% |
| Top 20 Holdings Unweighted | +13.30% | +45.45% |
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