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CIK: 0001463753
Total reported value
$473.6M
$473.6M
185 檔
21.3%
According to the latest 13F quarterly dataset, Ipswich Investment Management Co., Inc. managed an equity portfolio of $473.6M at the end of Q4 2025, spanning 185 distinct U.S. exchange-listed positions.
In Q4 2025, Ipswich Investment Management Co., Inc. adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.94% | -0.44% | -1.21% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.36% | +0.06% | -1.61% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.28% | +0.38% | -2.76% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.43% | +0.12% | +2.84% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.36% | -0.11% | -0.89% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.12% | +0.01% | -2.86% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.89% | -0.57% | -1.63% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.64% | +0.02% | +0.81% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.49% | -3.41% | EXIT | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.22% | -0.03% | -1.52% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 2.17% | +0.89% | -1.57% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.80% | -0.12% | -1.09% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.76% | +0.34% | +0.91% | |
| 14 | PGR | Progressive CORP | Stock-Financials | 1.73% | +0.30% | -0.37% | |
| 15 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.71% | -0.17% | -1.80% | |
| 16 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.60% | -0.33% | -0.82% | |
| 17 | TXN | Texas Instruments Inc | Stock-Tech | 1.54% | +0.46% | +1.36% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.49% | +1.13% | +3.20% | |
| 19 | ASML | ASML Holding N.V. | Stock-Tech | 1.49% | +0.56% | +0.28% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.35% | -0.03% | -2.02% | |
| 21 | ACN | Accenture plc | Stock-Tech | 1.34% | -0.56% | -3.73% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.33% | -0.54% | -2.62% | |
| 23 | WSO | Watsco Inc | Stock-Industrials | 1.30% | +0.05% | -0.84% | |
| 24 | LIN | Linde plc | Stock-Materials | 1.24% | -0.15% | +0.07% | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 1.22% | -0.15% | -2.60% | |
| 26 | CB | Chubb Limited | Stock-Financials | 1.21% | -0.13% | -5.62% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.14% | -0.05% | +0.59% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | +0.12% | +3.64% | |
| 29 | OKE | Oneok Inc | Stock-Energy | 1.09% | -0.10% | -1.83% | |
| 30 | AMRZ | Amrize Ltd | Stock-Materials | 1.04% | -0.11% | -1.34% | |
| 31 | CCJ | Cameco CORP | Stock-Energy | 0.95% | -0.16% | -8.46% | |
| 32 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.92% | -0.16% | +199.22% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | +0.22% | -3.32% | |
| 34 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.87% | +0.13% | -1.46% | |
| 35 | BIPC | Brookfield Infrastructure-a | Stock-Utilities | 0.83% | -0.16% | -1.86% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.74% | +0.03% | -8.09% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.71% | -0.16% | -2.84% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.63% | +0.01% | — | |
| 39 | CMI | Cummins Inc | Stock-Industrials | 0.61% | +0.09% | -5.45% | |
| 40 | GE | General Electric | Stock-Industrials | 0.61% | +0.10% | — | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.58% | -0.07% | — | |
| 42 | LEU | Centrus Energy Corp-class A | Stock-Energy | 0.57% | -0.07% | -6.82% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | +0.03% | -0.05% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.56% | -0.18% | — | |
| 45 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.55% | +0.05% | -0.61% | |
| 46 | EMR | Emerson Electric Co | Stock-Industrials | 0.54% | -0.01% | — | |
| 47 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.51% | +0.09% | -0.66% | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.50% | -0.05% | +0.22% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.48% | +0.01% | +5.85% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.47% | -0.53% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.8% | -2.76% | Trim |
| 2 | LLY | Eli Lilly & Co | +0.5% | +0.91% | Add |
| 3 | CAT | Caterpillar Inc | +0.3% | -1.57% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | +3.64% | Add |
| 5 | MRK | Merck & Co. Inc. | +0.2% | +0.59% | Add |
| 6 | AAPL | Apple Inc | +0.2% | -1.61% | Trim |
| 7 | JNJ | Johnson & Johnson | +0.2% | -1.09% | Trim |
| 8 | XOM | Exxon Mobil CORP | +0.1% | +0.46% | Add |
| 9 | IWV | Ishares Russell 3000 ETF | +0.1% | +2.84% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | +0.81% | Add |
| 11 | ASML | ASML Holding N.V. | +0.1% | +0.28% | Add |
| 12 | AMGN | Amgen Inc | +0.1% | -2.60% | Trim |
| 13 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 14 | AMRZ | Amrize Ltd | +0.1% | -1.34% | Trim |
| 15 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.22% | Add |
| 16 | CMI | Cummins Inc | +0.1% | -5.45% | Trim |
| 17 | TJX | Tjx Companies Inc | +0.1% | -1.80% | Trim |
| 18 | BIPC | Brookfield Infrastructure-a | +0.1% | -1.86% | Trim |
| 19 | AMD | Advanced Micro Devices | +0.1% | — | Unchanged |
| 20 | ACN | Accenture plc | +0.1% | -3.73% | Trim |
| 21 | BNS | Bank Of Nova Scotia | +0.1% | -0.66% | Trim |
| 22 | ITW | Illinois Tool Works | -0.1% | -19.54% | Trim |
| 23 | 6D8 | Dupont De Nemours Inc | -0.1% | — | Unchanged |
| 24 | CHD | Church & Dwight Co Inc | -0.1% | -44.32% | Trim |
| 25 | HD | Home Depot Inc | -0.1% | -1.22% | Trim |
| 26 | CRSP | CRISPR Therapeutics AG | -0.1% | -0.65% | Trim |
| 27 | TXN | Texas Instruments Inc | -0.1% | +1.36% | Add |
| 28 | CVX | Chevron CORP | -0.1% | -2.62% | Trim |
| 29 | TPL | Texas Pacific Land CORP | -0.1% | +199.22% | Add |
| 30 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -1.46% | Trim |
| 31 | LB | Landbridge Co Llc-a | -0.1% | -17.87% | Trim |
| 32 | PANW | Palo Alto Networks Inc | -0.1% | +3.20% | Add |
| 33 | NVDA | Nvidia CORP | -0.1% | -2.86% | Trim |
| 34 | ORCL | Oracle CORP | -0.1% | -2.30% | Trim |
| 35 | PG | Procter & Gamble Co/the | -0.1% | -2.02% | Trim |
| 36 | LIN | Linde plc | -0.2% | +0.07% | Add |
| 37 | MRSH | Marsh & Mclennan Cos | -0.2% | -0.82% | Trim |
| 38 | PGR | Progressive CORP | -0.2% | -0.37% | Trim |
| 39 | LEU | Centrus Energy Corp-class A | -0.2% | -6.82% | Trim |
| 40 | WSO | Watsco Inc | -0.3% | -0.84% | Trim |
| 41 | COST | Costco Wholesale CORP | -0.3% | -1.63% | Trim |
| 42 | OTIS | Otis Worldwide CORP | -0.5% | -58.83% | Trim |
| 43 | MSFT | Microsoft CORP | -0.7% | -1.21% | Trim |
| 44 | NFLX | Netflix Inc | — | NEW | New buy |
| 45 | CCOI | Cogent Communications Holdin | — | EXIT | Sold out |
| 46 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 47 | FSLR | First Solar Inc | — | NEW | New buy |
| 48 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 49 | CAC | Camden National CORP | — | EXIT | Sold out |
| 50 | EFX | Equifax Inc | — | EXIT | Sold out |
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 185 disclosed positions in Q4 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, GOOGL) accounted for 21.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
NFLX
市值: $2.4M
Top Position Liquidated / Trimmed
CCOI
前期市值: $1.7M
During Q4 2025, Ipswich Investment Management Co., Inc.'s top holdings by market value included MSFT (6.9%)、AAPL (5.4%)、GOOGL (4.3%). The largest single position, MSFT, represented 6.9% of total portfolio value.
In Q4 2025, Ipswich Investment Management Co., Inc. made 47 total portfolio adjustments, initiating 3 new buys, adding to 12 positions, trimming 28 holdings, and fully liquidating 4 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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