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Portfolio (Quarterly) Guide ↗

Ipswich Investment Management Co., Inc.

· CIK 0001463753
13F Portfolio $426M AUM 185 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 21 Added 89 Reduced 11 Exited
Page 3 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BNS BANK NOVA SCOTIA B C Financial Services 27,672.0 $1.9M 0.45% -2K -7.8% $69.31 +22.5%
42 SHEL SHELL PLC Energy 18,689.0 $1.7M 0.41% -720.0 -3.7% $93.00 -16.8%
43 LEU CENTRUS ENERGY CORP Energy 9,582.0 $1.7M 0.39% -505.0 -5.0% $173.59 -2.6%
44 NVO NOVO-NORDISK A S Healthcare 43,541.0 $1.6M 0.38% -30K -41.1% $36.75 +28.7%
45 QQQ INVESCO QQQ TR Financial Services 2,764.0 $1.6M 0.38% -150.0 -5.2% $577.18 +22.7%
46 ROST ROSS STORES INC Consumer Cyclical 7,161.0 $1.6M 0.36% -115.0 -1.6% $216.63 +5.5%
47 ADP AUTOMATIC DATA PROCESSING IN Industrials 6,118.0 $1.2M 0.29% -100.0 -1.6% $203.18 +8.2%
48 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 13,425.0 $1.2M 0.29% -2K -10.1% $90.67 +9.2%
49 T AT&T INC Communication Services 41,907.0 $1.2M 0.28% -381.0 -0.9% $28.99 -22.8%
50 AXP AMERICAN EXPRESS CO Financial Services 3,890.0 $1.2M 0.28% -126.0 -3.1% $302.44 +13.0%
51 MMM 3M CO Industrials 7,901.0 $1.1M 0.27% -1K -12.2% $145.23 +14.5%
52 NEM NEWMONT CORP Basic Materials 10,469.0 $1.1M 0.27% -2K -17.4% $108.25 -13.7%
53 CRSP CRISPR THERAPEUTICS AG Healthcare 23,533.0 $1.1M 0.26% -2K -6.0% $47.57 +13.8%
54 BTI BRITISH AMERN TOB PLC Consumer Defensive 19,000.0 $1.1M 0.26% -6K -24.0% $58.47 +4.8%
55 OTIS OTIS WORLDWIDE CORP Industrials 14,326.0 $1.1M 0.26% -3K -14.9% $77.08 -5.7%
56 NEE NEXTERA ENERGY INC Utilities 11,359.0 $1.1M 0.25% -296.0 -2.5% $92.88 -6.6%
57 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,889.0 $997K 0.23% -19.0 -0.7% $345.15 -16.2%
58 ORCL ORACLE CORP Technology 6,131.0 $902K 0.21% -441.0 -6.7% $147.10 +5.9%
59 BMY BRISTOL-MYERS SQUIBB CO Healthcare 14,829.0 $899K 0.21% -2K -10.4% $60.65 -9.4%
60 GLW CORNING INC Technology 6,400.0 $870K 0.20% -1K -14.0% $135.97 +52.5%
Page 3 of 5  ·  89 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 24.6%
Financial Services 12.5%
Energy 12.1%
Healthcare 11.9%
Industrials 10.9%
Consumer Defensive 8.6%
Communication Services 6.9%
Consumer Cyclical 6.8%
Utilities 2.8%
Basic Materials 2.7%