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CIK: 0001463753
Total reported value
$473.6M
$473.6M
186 檔
17.1%
According to the latest 13F quarterly dataset, Ipswich Investment Management Co., Inc. managed an equity portfolio of $473.6M at the end of Q1 2025, spanning 186 distinct U.S. exchange-listed positions.
In Q1 2025, Ipswich Investment Management Co., Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.95% | -0.44% | -1.28% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.82% | +0.06% | -1.43% | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.46% | -0.57% | -5.84% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.01% | +0.12% | -1.39% | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 2.82% | -3.41% | EXIT | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.73% | -0.11% | -0.63% | |
| 7 | PGR | Progressive CORP | Stock-Financials | 2.45% | +0.30% | -3.59% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.43% | -0.03% | +1.10% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.36% | +0.38% | -0.56% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.31% | +0.02% | +0.12% | |
| 11 | WSO | Watsco Inc | Stock-Industrials | 2.25% | +0.05% | +1.89% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.09% | +0.01% | +3.49% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.07% | -0.03% | +5.64% | |
| 14 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 2.00% | -0.33% | -1.54% | |
| 15 | ACN | Accenture plc | Stock-Tech | 1.79% | -0.56% | -3.21% | |
| 16 | TXN | Texas Instruments Inc | Stock-Tech | 1.76% | +0.46% | -0.65% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.65% | -0.54% | -3.92% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.64% | -0.12% | -5.61% | |
| 19 | LIN | Linde plc | Stock-Materials | 1.52% | -0.15% | -1.09% | |
| 20 | OKE | Oneok Inc | Stock-Energy | 1.50% | -0.10% | -5.49% | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.48% | -0.17% | -1.49% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 1.41% | +0.89% | -2.51% | |
| 23 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.40% | -0.16% | -1.85% | |
| 24 | CB | Chubb Limited | Stock-Financials | 1.34% | -0.13% | -3.52% | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.30% | +1.13% | +0.54% | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 1.28% | -0.15% | -1.25% | |
| 27 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.27% | -0.09% | -1.67% | |
| 28 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.24% | +0.13% | +3.67% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.09% | -0.05% | -5.52% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.89% | +0.03% | -1.69% | |
| 31 | ASML | ASML Holding N.V. | Stock-Tech | 0.89% | +0.56% | -4.18% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.89% | -0.16% | -6.69% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.82% | -0.53% | EXIT | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.80% | -0.05% | -0.06% | |
| 35 | BIPC | Brookfield Infrastructure-a | Stock-Utilities | 0.79% | -0.16% | -0.86% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.34% | -9.38% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.22% | +0.04% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | +0.03% | -13.90% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.74% | +0.01% | -4.60% | |
| 40 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.66% | -0.10% | +10.18% | |
| 41 | CCOI | Cogent Communications Holdin | Stock-Other | 0.65% | — | +0.61% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.63% | +0.01% | -37.96% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.12% | +3.31% | |
| 44 | SSD | Simpson Manufacturing Co Inc | Stock-Materials | 0.58% | +0.02% | +14.53% | |
| 45 | EMR | Emerson Electric Co | Stock-Industrials | 0.58% | -0.01% | — | |
| 46 | CCJ | Cameco CORP | Stock-Energy | 0.58% | -0.16% | -2.35% | |
| 47 | DUK | Duke Energy CORP | Stock-Utilities | 0.54% | -0.09% | +1.21% | |
| 48 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.54% | +0.05% | -3.78% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.53% | -0.04% | -11.16% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.10% | -3.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 4 | IWV | Ishares Russell 3000 ETF | — | NEW | New buy |
| 5 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 6 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 7 | PGR | Progressive CORP | — | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 9 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 10 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 11 | WSO | Watsco Inc | — | NEW | New buy |
| 12 | NVDA | Nvidia CORP | — | NEW | New buy |
| 13 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 14 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 15 | ACN | Accenture plc | — | NEW | New buy |
| 16 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 17 | CVX | Chevron CORP | — | NEW | New buy |
| 18 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 19 | LIN | Linde plc | — | NEW | New buy |
| 20 | OKE | Oneok Inc | — | NEW | New buy |
| 21 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 22 | CAT | Caterpillar Inc | — | NEW | New buy |
| 23 | TPL | Texas Pacific Land CORP | — | NEW | New buy |
| 24 | CB | Chubb Limited | — | NEW | New buy |
| 25 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 26 | AMGN | Amgen Inc | — | NEW | New buy |
| 27 | OTIS | Otis Worldwide CORP | — | NEW | New buy |
| 28 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 29 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 30 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 31 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 32 | PEP | Pepsico Inc | — | NEW | New buy |
| 33 | HON | Honeywell International Inc | — | NEW | New buy |
| 34 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 35 | BIPC | Brookfield Infrastructure-a | — | NEW | New buy |
| 36 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 37 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 38 | ABBV | Abbvie Inc | — | NEW | New buy |
| 39 | KO | Coca-cola Co/the | — | NEW | New buy |
| 40 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 41 | CCOI | Cogent Communications Holdin | — | NEW | New buy |
| 42 | UNP | Union Pacific CORP | — | NEW | New buy |
| 43 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 44 | SSD | Simpson Manufacturing Co Inc | — | NEW | New buy |
| 45 | EMR | Emerson Electric Co | — | NEW | New buy |
| 46 | CCJ | Cameco CORP | — | NEW | New buy |
| 47 | DUK | Duke Energy CORP | — | NEW | New buy |
| 48 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 49 | ABT | Abbott Laboratories | — | NEW | New buy |
| 50 | MCD | Mcdonald's CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Ipswich Investment Management Co., Inc. reported a total U.S. public equity portfolio value of $473.6M across 186 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, COST) accounted for 17.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $24.0M
During Q1 2025, Ipswich Investment Management Co., Inc.'s top holdings by market value included MSFT (6.0%)、AAPL (4.8%)、COST (3.5%). The largest single position, MSFT, represented 6.0% of total portfolio value.
In Q1 2025, Ipswich Investment Management Co., Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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