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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JKHY HENRY JACK & ASSOC INC Technology 1,996.0 $315K 0.07% -75.0 -3.6% $158.04 -19.1%
82 WFC WELLS FARGO & CO Financial Services 3,882.0 $309K 0.07% -272.0 -6.5% $79.61 +5.5%
83 LMT LOCKHEED MARTIN CORP Industrials 500.0 $302K 0.07% -30.0 -5.7% $604.39 -18.2%
84 QCOM QUALCOMM INC Technology 2,215.0 $285K 0.07% -600.0 -21.3% $128.78 +51.3%
85 CFG CITIZENS FINL GROUP INC Financial Services 4,374.0 $262K 0.06% -250.0 -5.4% $59.97 +16.1%
86 AKAM AKAMAI TECHNOLOGIES INC Technology 2,165.0 $249K 0.06% -161.0 -6.9% $114.85 +4.6%
87 FSLR FIRST SOLAR INC Energy 1,115.0 $220K 0.05% -645.0 -36.6% $197.26 +24.8%
88 CPRT COPART INC Industrials 6,430.0 $213K 0.05% -700.0 -9.8% $33.20 -9.0%
89 GIS GENERAL MILLS INC Consumer Defensive 5,550.0 $207K 0.05% -148.0 -2.6% $37.22 -6.0%
Page 5 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%