Q2 2026 13F · SEC CIK 1463753

Ipswich Investment Management Co., Inc.

Wealth managerFiled 2026-07-16 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $473.6M
Reported positions: 190
Top holdings a year, 3 yrs: +16.5%
Assets under management: $730.2M

Ipswich Investment Management Co., Inc. is a wealth manager that reported 190 positions worth $473.6M in its Q2 2026 13F, filed 2026-07-16. Its largest holdings were Apple Inc (AAPL, 5.1%), Microsoft Corp (MSFT, 4.9%), Alphabet Inc (GOOGL, 4.1%). A portfolio copying its top holdings returned 16.5% a year over the last 3 years, against 20.4% for the S&P 500.

Ipswich Investment Management Co., Inc. holdings largest 50 of 190 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Ipswich Investment Management Co., Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	5.1%	5.0%	83,062	-1.2%	$24.0M
MSFTMicrosoft Corp	4.9%	5.4%	62,365	+1.3%	$23.3M
GOOGLAlphabet Inc	4.1%	3.8%	54,739	-1.5%	$19.6M
CATCaterpillar Inc Com	3.5%	2.6%	15,627	-0.9%	$16.6M
IWVIshares Russell 3000 Index	3.3%	3.2%	36,947	+0.3%	$15.8M
JPMJpmorgan Chase & Co	3.0%	3.1%	43,326	-3.4%	$14.2M
NVDANvidia Corporation Com	2.9%	2.9%	69,277	-2.9%	$13.9M
COSTCostco Whsl Corp New	2.7%	3.3%	13,812	-2.0%	$12.9M
XOMExxon Mobil Corp	2.6%	—	89,933	—	$12.3M
PANWPalo Alto Networks Inc	2.4%	1.3%	33,774	-2.0%	$11.5M
AMZNAmazon Com Inc Com	2.4%	2.4%	47,349	-2.0%	$11.3M
ASMLAsml Hldg NV	2.3%	1.8%	5,547	-2.9%	$11.0M
TXNTexas Instruments Inc	2.1%	1.7%	34,062	-7.4%	$10.2M
JNJJohnson & Johnson	2.0%	2.1%	37,293	+1.0%	$9.5M
VVisa Inc Com Cl A	1.9%	1.9%	25,615	-4.0%	$8.8M
PGRProgressive Corp.	1.8%	1.5%	39,008	+21.3%	$8.5M
LLYLilly Eli & Co	1.7%	1.4%	6,727	+6.8%	$8.1M
TJXTjx Cos Inc New Com	1.6%	1.8%	49,539	+6.1%	$7.5M
WSOWatsco Inc	1.4%	1.4%	16,394	+0.6%	$6.8M
LINLinde PLC	1.3%	1.5%	11,975	-4.5%	$6.2M
MRKMerck & Co. Inc	1.3%	1.3%	46,912	+0.0%	$6.0M
TPLTexas Pacific Land Corporati	1.2%	1.4%	13,419	+6.7%	$5.9M
CVXChevron Corp New	1.2%	1.8%	35,418	-3.3%	$5.9M
PGProcter & Gamble Co Com	1.2%	1.2%	38,878	+7.2%	$5.7M
AMGNAmgen Inc Com	1.2%	1.3%	15,234	-3.7%	$5.5M
OKEOneok Inc	1.2%	1.3%	63,041	+6.1%	$5.5M
GOOGAlphabet Inc	1.1%	1.0%	15,372	+0.3%	$5.4M
MRSHMarsh	1.1%	1.5%	32,097	-10.2%	$5.3M
CBChubb Limited Com	1.1%	1.3%	15,699	-4.4%	$5.3M
AMATApplied Matls Inc	1.1%	0.6%	7,366	+0.0%	$5.3M
IVVIshares Core S&p 500 ETF	1.1%	0.9%	6,976	+21.7%	$5.2M
AMRZAmrize Ltd	0.9%	1.0%	80,684	+3.7%	$4.3M
CCJCameco Corp Com	0.9%	1.1%	41,839	+0.2%	$4.3M
KOCoca Cola Co	0.7%	0.7%	40,423	+5.9%	$3.3M
GEGe Aerospace	0.7%	0.6%	8,450	-1.5%	$3.2M
CMICummins Inc	0.7%	0.6%	4,417	-4.4%	$3.2M
IBMInternational Business Machs	0.6%	0.6%	10,705	-0.3%	$3.0M
ABBVAbbvie Inc	0.6%	0.6%	11,896	+1.7%	$3.0M
NFLXNetflix Inc Total	0.6%	0.8%	39,719	+15.4%	$2.8M
BIPCBrookfield Infrastructure Corp	0.6%	0.7%	71,037	-11.0%	$2.7M
AMDAdvanced Micro Devices Inc	0.6%	—	4,580	—	$2.7M
NVSNovartis AG	0.5%	0.5%	16,585	+19.9%	$2.6M
PEPPepsico Inc	0.5%	0.7%	19,165	-1.6%	$2.6M
BNSBank Nova Scotia B C	0.5%	—	29,672	—	$2.6M
RTXRtx Corporation Com	0.5%	0.6%	13,396	-0.9%	$2.5M
GEVGe Vernova Inc	0.5%	—	2,117	—	$2.5M
UNPUnion Pac Corp	0.5%	0.5%	9,135	+1.2%	$2.5M
EMREmerson Elec Co Com	0.5%	0.5%	17,349	+0.0%	$2.5M
NVONovo-Nordisk A S	0.5%	—	50,411	—	$2.4M
STESteris Corp	0.5%	0.6%	11,466	-1.8%	$2.4M

What Ipswich Investment Management Co., Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.3% /yr; S&P 500 +20.1%
3 years: +16.5% /yr; S&P 500 +20.4%
5 years: +11.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$473.6M	190
Q1 2026	$425.9M	185
Q4 2025	$431.8M	185
Q3 2025	$428.1M	185
Q2 2025	$414.5M	185
Q1 2025	$403.0M	186
Q4 2024	$415.6M	186
Q3 2024	$431.9M	192
Q2 2024	$427.2M	185
Q1 2024	$426.9M	196
Q4 2023	$395.5M	186
Q3 2023	$366.3M	184

Questions about Ipswich Investment Management Co., Inc.'s portfolio

What stocks does Ipswich Investment Management Co., Inc. own?

Ipswich Investment Management Co., Inc.'s latest 13F, for Q2 2026 and filed Jul 16, 2026, lists 190 positions worth $473.6M. The largest are Apple Inc (AAPL) at 5.1%, Microsoft Corp (MSFT) at 4.9%, Alphabet Inc (GOOGL) at 4.1%, Caterpillar Inc Com (CAT) at 3.5% and Ishares Russell 3000 Index (IWV) at 3.3%.

What did Ipswich Investment Management Co., Inc. buy last quarter?

In Q2 2026, Ipswich Investment Management Co., Inc. added Ishares Core S&p 500 ETF (IVV) (+21.7% shares), Progressive Corp. (PGR) (+21.3% shares) and Novartis AG (NVS) (+19.9% shares), compared with its Q1 2026 filing.

What did Ipswich Investment Management Co., Inc. sell last quarter?

In Q2 2026, Ipswich Investment Management Co., Inc. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Accenture PLC Ireland Shs Class A (ACN), cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Duke Energy (DUK), cut from its top 50 Landbridge Company LLC (LB), Brookfield Infrastructure Corp (BIPC) (-11.0% shares), Marsh (MRSH) (-10.2% shares) and Texas Instruments Inc (TXN) (-7.4% shares), compared with its Q1 2026 filing.

How has Ipswich Investment Management Co., Inc.'s portfolio performed?

A portfolio copying Ipswich Investment Management Co., Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.3% against +20.1%. Over 5 years: +11.4% a year against +11.6%.

When is Ipswich Investment Management Co., Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Ipswich Investment Management Co., Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Ipswich Investment Management Co., Inc. manage?

Ipswich Investment Management Co., Inc. reported $730.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $473.6M.