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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 4 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NVO NOVO-NORDISK A S Healthcare 43,541.0 $1.6M 0.38% -30K -41.1% $36.75 +29.0%
62 QQQ INVESCO QQQ TR Financial Services 2,764.0 $1.6M 0.38% -150.0 -5.2% $577.18 +23.1%
63 ROST ROSS STORES INC Consumer Cyclical 7,161.0 $1.6M 0.36% -115.0 -1.6% $216.63 +5.5%
64 IUSV ISHARES TR 14,805.0 $1.5M 0.35% NEW $102.25 +7.3%
65 HD HOME DEPOT INC Consumer Cyclical 4,301.0 $1.4M 0.33% +245.0 +6.0% $328.85 +4.3%
66 MO ALTRIA GROUP INC Consumer Defensive 20,845.0 $1.4M 0.32% $65.99 +9.2%
67 AVGO BROADCOM INC Technology 4,112.0 $1.3M 0.30% $309.51 +23.4%
68 ADP AUTOMATIC DATA PROCESSING IN Industrials 6,118.0 $1.2M 0.29% -100.0 -1.6% $203.18 +8.2%
69 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 13,265.0 $1.2M 0.29% $92.31 -4.9%
70 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 13,425.0 $1.2M 0.29% -2K -10.1% $90.67 +9.0%
71 T AT&T INC Communication Services 41,907.0 $1.2M 0.28% -381.0 -0.9% $28.99 -22.8%
72 AXP AMERICAN EXPRESS CO Financial Services 3,890.0 $1.2M 0.28% -126.0 -3.1% $302.44 +13.3%
73 IUSG ISHARES TR 7,521.0 $1.2M 0.27% NEW $155.11 +17.7%
74 IWS ISHARES TR 7,920.0 $1.2M 0.27% NEW $145.74 +12.0%
75 MMM 3M CO Industrials 7,901.0 $1.1M 0.27% -1K -12.2% $145.23 +14.2%
76 NEM NEWMONT CORP Basic Materials 10,469.0 $1.1M 0.27% -2K -17.4% $108.25 -13.1%
77 CRSP CRISPR THERAPEUTICS AG Healthcare 23,533.0 $1.1M 0.26% -2K -6.0% $47.57 +12.6%
78 BTI BRITISH AMERN TOB PLC Consumer Defensive 19,000.0 $1.1M 0.26% -6K -24.0% $58.47 +5.0%
79 OTIS OTIS WORLDWIDE CORP Industrials 14,326.0 $1.1M 0.26% -3K -14.9% $77.08 -5.8%
80 IJR ISHARES TR 8,584.0 $1.1M 0.25% $124.31 +16.2%
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 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%