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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 9 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LMT LOCKHEED MARTIN CORP Industrials 530.0 $256K 0.06% NEW $483.67 +4.2%
162 FORTINET INC 3,190.0 $253K 0.06% NEW $79.41
163 SBUX STARBUCKS CORP Consumer Cyclical 2,972.0 $250K 0.06% NEW $84.21 +22.2%
164 TTC TORO CO Industrials 3,175.0 $250K 0.06% NEW $78.72 +22.5%
165 MRNA MODERNA INC Healthcare 8,435.0 $249K 0.06% NEW $29.49 +100.5%
166 CVS CVS HEALTH CORP Healthcare 3,039.0 $241K 0.06% NEW $79.36 +31.1%
167 SPY SPDR S&P 500 ETF TR Financial Services 352.0 $240K 0.06% NEW $681.92 +7.4%
168 DOV DOVER CORP Industrials 1,212.0 $237K 0.06% NEW $195.28 +18.0%
169 EXPD EXPEDITORS INTL WASH INC Industrials 1,575.0 $235K 0.05% NEW $149.01 +7.4%
170 BAC BANK AMERICA CORP Financial Services 4,250.0 $234K 0.05% NEW $55.00 +5.4%
171 MPC MARATHON PETE CORP Energy 1,413.0 $230K 0.05% NEW $162.63 +54.5%
172 EL LAUDER ESTEE COS INC Consumer Defensive 2,181.0 $228K 0.05% NEW $104.72 -22.0%
173 PFE PFIZER INC Healthcare 9,121.0 $227K 0.05% NEW $24.90 -3.9%
174 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,050.0 $224K 0.05% NEW $37.00 -13.7%
175 MCO MOODYS CORP Financial Services 435.0 $222K 0.05% NEW $510.85 -12.8%
176 ZTS ZOETIS INC Healthcare 1,688.0 $212K 0.05% NEW $125.82 -38.0%
177 IGSB ISHARES TR 4,000.0 $212K 0.05% NEW $52.88 -0.9%
178 WMT WALMART INC Consumer Defensive 1,857.0 $207K 0.05% NEW $111.41 +3.8%
179 UPS UNITED PARCEL SERVICE INC Industrials 2,075.0 $206K 0.05% NEW $99.19 +9.4%
180 FAST FASTENAL CO Industrials 5,088.0 $204K 0.05% NEW $40.13 +16.8%
Page 9 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%