Ipswich Investment Management Co., Inc. Portfolio Holdings

Ipswich Investment Management Co., Inc.

  • $410 Million
  • Q3 2025

Ipswich Investment Management Co., Inc. has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $410 Million distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $32.5M, Apple Inc. with a value of $22M, Alphabet Inc. with a value of $14.8M, Jpmorgan Chase & CO with a value of $14.4M, and Ishares Russell 3000 ETF with a value of $14.1M.

Examining the 13F form we can see an increase of $10.2M in the current position value, from $400M to 410M.

Below you can find more details about Ipswich Investment Management Co., Inc. portfolio as well as his latest detailed transactions.

Portfolio value $410 Million
Technology: $110 Million
Financial Services: $54.2 Million
Healthcare: $43.1 Million
Industrials: $40.7 Million
Energy: $39.1 Million
Consumer Defensive: $35 Million
Consumer Cyclical: $26.9 Million
ETFs: $26.7 Million
Other: $34.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$32.5 Million 7.92% of portfolio
62,734
Q3 2025 Reduced 0.97%
$4.3T
$22 Million 5.37% of portfolio
86,543
Q3 2025 Reduced 0.82%
$1.65T
$14.8 Million 3.6% of portfolio
60,757
Q3 2025 Reduced 1.14%
$881B
$14.4 Million 3.5% of portfolio
45,496
Q3 2025 Reduced 0.08%
$0
$14.1 Million 3.44% of portfolio
37,265
Q3 2025 Reduced 1.64%
$465B
$13.9 Million 3.38% of portfolio
74,393
Q3 2025 Reduced 2.46%
$404B
$13.6 Million 3.31% of portfolio
14,687
Q3 2025 Added 0.1%
$2.39T
$10.7 Million 2.62% of portfolio
48,955
Q3 2025 Added 0.29%
$490B
$10 Million 2.45% of portfolio
89,114
Q3 2025 Reduced 3.04%
$533B
$9.46 Million 2.31% of portfolio
27,706
Q3 2025 Reduced 0.79%
$132B
$8.13 Million 1.98% of portfolio
32,920
Q3 2025 Reduced 0.38%
$291B
$7.91 Million 1.93% of portfolio
16,581
Q3 2025 Reduced 2.65%
$89.7B
$7.55 Million 1.84% of portfolio
37,477
Q3 2025 Added 16.13%
$177B
$7.34 Million 1.79% of portfolio
37,724
Q2 2025 Reduced 4.19%
$170B
$7.07 Million 1.72% of portfolio
48,931
Q3 2025 Reduced 0.25%
$522B
$7.03 Million 1.71% of portfolio
37,904
Q3 2025 Reduced 2.25%
$11.4B
$6.82 Million 1.66% of portfolio
16,862
Q3 2025 Reduced 2.16%
$346B
$6.39 Million 1.56% of portfolio
41,603
Q3 2025 Reduced 7.26%
$303B
$6.02 Million 1.47% of portfolio
38,785
Q3 2025 Reduced 1.62%
$405B
$5.8 Million 1.41% of portfolio
5,995
Q3 2025 Added 7.0%
$152B
$5.53 Million 1.35% of portfolio
22,439
Q3 2025 Added 0.75%
$971B
$5.34 Million 1.3% of portfolio
6,995
Q3 2025 Added 21.34%
$123B
$5.01 Million 1.22% of portfolio
17,748
Q3 2025 Reduced 1.0%
$31.5B
$4.76 Million 1.16% of portfolio
65,248
Q3 2025 Reduced 1.65%
$183B
$4.65 Million 1.13% of portfolio
16,479
Q3 2025 Reduced 0.3%
$7.89B
$4.33 Million 1.05% of portfolio
4,635
Q3 2025 Added 2.21%
$109B
$4.16 Million 1.01% of portfolio
74,995
Q3 2025 Reduced 0.02%
$36.7B
$4.13 Million 1.01% of portfolio
49,219
Q3 2025 Reduced 2.41%
$235B
$3.92 Million 0.96% of portfolio
46,687
Q3 2025 Reduced 1.53%
$0
$3.95 Million 0.96% of portfolio
5,908
Q3 2025 Added 7.03%
$37B
$3.74 Million 0.91% of portfolio
40,891
Q3 2025 Reduced 17.03%
$1.74T
$3.68 Million 0.9% of portfolio
15,097
Q3 2025 Reduced 2.61%
$3.44B
$3.36 Million 0.82% of portfolio
10,825
Q3 2025 Added 1.41%
$266B
$3.31 Million 0.81% of portfolio
11,740
Q3 2025 Reduced 13.18%
$204B
$3.08 Million 0.75% of portfolio
21,914
Q3 2025 Added 1.04%
$328B
$2.58 Million 0.63% of portfolio
8,583
Q4 2024 Reduced 5.07%
$306B
$2.58 Million 0.63% of portfolio
38,833
Q3 2025 Reduced 5.82%
$414B
$2.47 Million 0.6% of portfolio
10,684
Q3 2025 Reduced 8.98%
$65.2B
$2.32 Million 0.57% of portfolio
5,502
Q3 2025 Reduced 1.79%
$75.4B
$2.32 Million 0.56% of portfolio
17,649
Q3 2025 Reduced 3.29%
$258B
$2.27 Million 0.55% of portfolio
13,552
Q3 2025 Added 0.2%
$132B
$2.22 Million 0.54% of portfolio
10,542
Q3 2025 Reduced 25.09%
$283B
$2.21 Million 0.54% of portfolio
17,212
Q3 2025 Reduced 5.05%
$96.4B
$2.12 Million 0.52% of portfolio
17,109
Q3 2025 Reduced 4.88%
$136B
$2.02 Million 0.49% of portfolio
8,548
Q3 2025 Added 10.25%
$80.2B
$1.95 Million 0.48% of portfolio
30,205
Q3 2025 Added 4.5%
$0
$1.96 Million 0.48% of portfolio
5,973
Q3 2025 Reduced 0.5%
$224B
$1.98 Million 0.48% of portfolio
6,505
Q1 2025 Reduced 3.2%
$593B
$1.89 Million 0.46% of portfolio
6,727
Q3 2025 Reduced 6.58%

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $410 Million
  • Prior Value $400 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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