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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 4 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LANDBRIDGE COMPANY LLC 29,644.0 $1.5M 0.34% NEW $48.99
62 MMM 3M CO Industrials 9,001.0 $1.4M 0.33% NEW $160.10 +3.6%
63 SHEL SHELL PLC Energy 19,409.0 $1.4M 0.33% NEW $73.48 +5.7%
64 AVGO BROADCOM INC Technology 4,112.0 $1.4M 0.33% NEW $346.10 +10.4%
65 BTI BRITISH AMERN TOB PLC Consumer Defensive 25,000.0 $1.4M 0.33% NEW $56.62 +8.4%
66 GEV GE VERNOVA INC Utilities 2,150.0 $1.4M 0.33% NEW $653.57 +61.8%
67 HD HOME DEPOT INC Consumer Cyclical 4,056.0 $1.4M 0.32% NEW $344.06 -0.3%
68 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 14,925.0 $1.4M 0.31% NEW $90.70 +8.9%
69 SO SOUTHERN CO Utilities 15,492.0 $1.4M 0.31% NEW $87.20 +9.8%
70 CRSP CRISPR THERAPEUTICS AG Healthcare 25,033.0 $1.3M 0.30% NEW $52.44 +2.1%
71 ROST ROSS STORES INC Consumer Cyclical 7,276.0 $1.3M 0.30% NEW $180.14 +26.9%
72 EQNR EQUINOR ASA Energy 54,796.0 $1.3M 0.30% NEW $23.63 +33.7%
73 ORCL ORACLE CORP Technology 6,572.0 $1.3M 0.30% NEW $194.90 -19.1%
74 STE STERIS PLC Healthcare 5,039.0 $1.3M 0.30% NEW $253.52 -18.3%
75 DHR DANAHER CORPORATION Healthcare 5,532.0 $1.3M 0.29% NEW $228.92 -17.5%
76 NEM NEWMONT CORP Basic Materials 12,669.0 $1.3M 0.29% NEW $99.85 -5.8%
77 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 13,265.0 $1.2M 0.28% NEW $91.21 -3.7%
78 MO ALTRIA GROUP INC Consumer Defensive 20,845.0 $1.2M 0.28% NEW $57.66 +25.0%
79 CRM SALESFORCE INC Technology 4,324.0 $1.1M 0.27% NEW $264.91 -42.3%
80 T AT&T INC Communication Services 42,288.0 $1.1M 0.24% NEW $24.84 -9.9%
Page 4 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%