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Portfolio (Quarterly) Guide ↗

Ipswich Investment Management Co., Inc.

· CIK 0001463753
13F Portfolio $474M AUM 190 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 34 Added 65 Reduced 7 Exited
Page 4 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TOTALENERGIES SE 21,930.0 $1.7M 0.36% +3K +15.8% $77.76
62 SO SOUTHERN CO Utilities 17,117.0 $1.6M 0.35% -150.0 -0.9% $95.71 -5.6%
63 GLW CORNING INC Technology 6,400.0 $1.6M 0.34% $255.43 -42.1%
64 ADP AUTOMATIC DATA PROCESSING IN Industrials 7,123.0 $1.6M 0.34% +1K +16.4% $223.95 +25.9%
65 IUSV ISHARES TR 14,365.0 $1.6M 0.33% -440.0 -3.0% $110.15 +4.3%
66 AVGO BROADCOM INC Technology 4,112.0 $1.6M 0.33% $377.75 -4.8%
67 HD HOME DEPOT INC Consumer Cyclical 4,381.0 $1.5M 0.33% +80.0 +1.9% $352.64 -5.0%
68 BTI BRITISH AMERN TOB PLC Consumer Defensive 25,000.0 $1.5M 0.33% +6K +31.6% $61.76 -8.7%
69 ACN ACCENTURE PLC IRELAND Technology 12,358.0 $1.5M 0.33% -7K -35.0% $124.44 +50.4%
70 ROST ROSS STORES INC Consumer Cyclical 7,161.0 $1.5M 0.32% $212.85 +12.1%
71 LEU CENTRUS ENERGY CORP Energy 9,060.0 $1.5M 0.32% -522.0 -5.5% $167.87 +9.1%
72 MO ALTRIA GROUP INC Consumer Defensive 20,845.0 $1.5M 0.32% $71.95 -5.5%
73 SHEL SHELL PLC Energy 18,689.0 $1.4M 0.31% $77.54 +19.3%
74 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 14,425.0 $1.4M 0.30% +1K +7.5% $100.07 +9.7%
75 IUSG ISHARES TR 7,521.0 $1.4M 0.30% $188.09 +0.6%
76 LRCX LAM RESEARCH CORP Technology 3,250.0 $1.4M 0.30% $433.33 -28.1%
77 AXP AMERICAN EXPRESS CO Financial Services 3,890.0 $1.3M 0.28% $338.21 -0.3%
78 IWS ISHARES TR 7,920.0 $1.3M 0.28% $164.60 +4.2%
79 CRSP CRISPR THERAPEUTICS AG Healthcare 23,798.0 $1.3M 0.27% +265.0 +1.1% $54.54 +12.5%
80 MMM 3M CO Industrials 7,901.0 $1.3M 0.27% $161.91 +10.8%
Page 4 of 10  ·  190 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 29.4%
Financial Services 13.1%
Healthcare 12.4%
Industrials 11.8%
Consumer Defensive 8.1%
Energy 7.0%
Consumer Cyclical 6.8%
Communication Services 6.1%
Utilities 2.7%
Basic Materials 2.5%