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Portfolio (Quarterly) Guide ↗

Ipswich Investment Management Co., Inc.

· CIK 0001463753
13F Portfolio $432M AUM Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 185 New
Page 5 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PFF ISHARES TR 33,864.0 $1.0M 0.24% NEW $30.96 -1.7%
82 IJR ISHARES TR 8,584.0 $1.0M 0.24% NEW $120.18 +21.4%
83 IJH ISHARES TR 14,880.0 $982K 0.23% NEW $66.00 +15.7%
84 AMD ADVANCED MICRO DEVICES INC Technology 4,580.0 $981K 0.23% NEW $214.16 +146.5%
85 MKC MCCORMICK & CO INC Consumer Defensive 13,946.0 $950K 0.22% NEW $68.11 -27.6%
86 NEE NEXTERA ENERGY INC Utilities 11,655.0 $936K 0.22% NEW $80.28 +9.3%
87 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,043.0 $926K 0.21% NEW $453.36 +6.6%
88 BMY BRISTOL-MYERS SQUIBB CO Healthcare 16,551.0 $893K 0.21% NEW $53.94 +3.6%
89 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,849.0 $884K 0.20% NEW $310.28 +22.4%
90 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,908.0 $854K 0.20% NEW $293.57 -2.1%
91 SYY SYSCO CORP Consumer Defensive 11,502.0 $848K 0.20% NEW $73.69 +9.9%
92 AFL AFLAC INC Financial Services 7,308.0 $806K 0.19% NEW $110.27 +7.2%
93 SSD SIMPSON MFG INC Industrials 4,940.0 $798K 0.18% NEW $161.47 +30.8%
94 CI THE CIGNA GROUP Healthcare 2,864.0 $788K 0.18% NEW $275.23 +2.6%
95 PM PHILIP MORRIS INTL INC Consumer Defensive 4,893.0 $785K 0.18% NEW $160.40 +11.1%
96 ITW ILLINOIS TOOL WKS INC Industrials 3,118.0 $768K 0.18% NEW $246.30 +9.4%
97 EVEREST GROUP LTD 2,250.0 $764K 0.18% NEW $339.35
98 EPD ENTERPRISE PRODS PARTNERS L Energy 23,127.0 $741K 0.17% NEW $32.06 +14.4%
99 BMO BANK MONTREAL QUE Financial Services 5,485.0 $712K 0.17% NEW $129.79 +34.5%
100 CCI CROWN CASTLE INC Real Estate 7,661.0 $681K 0.16% NEW $88.87 -10.1%
Page 5 of 10  ·  185 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.2%
Financial Services 13.8%
Healthcare 12.3%
Industrials 10.1%
Energy 9.3%
Consumer Defensive 8.3%
Communication Services 7.2%
Consumer Cyclical 6.8%
Utilities 2.5%
Basic Materials 2.4%