Ipswich Investment Management Co., Inc.

CIK 0001463753 · BEVERLY, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

Ipswich Investment Management Co., Inc. reported 190 positions worth $473.6M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: AAPL (5.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$473.6M
2026 Q2
Positions
190
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
34.6%
Est. Net Flow (Q)
2026 Q2
10 / 190 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$24.0M5.07%83,062
2MSFTMICROSOFT CORPSH$23.3M4.91%62,365
3GOOGLALPHABET INCSH$19.6M4.13%54,739
4CATCATERPILLAR INCSH$16.6M3.51%15,627
5IWVISHARES TRSH$15.8M3.33%36,947
6JPMJPMORGAN CHASE & COSH$14.2M2.99%43,326
7NVDANVIDIA CORPORATIONSH$13.9M2.93%69,277
8COSTCOSTCO WHOLESALE CORPORATIONSH$12.9M2.73%13,812
9XOMEXXONMOBIL HOLDINGS CORP COM SHSSH$12.3M2.60%89,933
10PANWPALO ALTO NETWORKS INCSH$11.5M2.43%33,774

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Ipswich Investment Management Co., Inc. hold as of Q2 2026?

Ipswich Investment Management Co., Inc. reported 190 positions worth $473.6M in its Q2 2026 13F filing. Largest positions: AAPL (5.1%), MSFT (4.9%), GOOGL (4.1%), CAT (3.5%) and IWV (3.3%).

What did Ipswich Investment Management Co., Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Ipswich Investment Management Co., Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.