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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 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NEE NEXTERA ENERGY INC Utilities 11,359.0 $1.1M 0.25% -296.0 -2.5% $92.88 -5.7%
82 DHR DANAHER CORP DEL Healthcare 5,532.0 $1.0M 0.25% $189.60 -0.4%
83 PFF ISHARES TR 33,864.0 $1.0M 0.24% $30.32 +1.1%
84 IJH ISHARES TR 14,880.0 $1.0M 0.24% $67.53 +12.2%
85 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,889.0 $997K 0.23% -19.0 -0.7% $345.15 -16.8%
86 FICO FAIR ISAAC CORP Technology 921.0 $983K 0.23% $1067.54 +6.8%
87 AMD ADVANCED MICRO DEVICES INC Technology 4,580.0 $932K 0.22% $203.43 +155.2%
88 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,063.0 $921K 0.22% +20.0 +1.0% $446.54 +6.4%
89 IWP ISHARES TR 7,150.0 $916K 0.21% NEW $128.12 +10.3%
90 ORCL ORACLE CORP Technology 6,131.0 $902K 0.21% -441.0 -6.7% $147.10 +7.2%
91 BMY BRISTOL-MYERS SQUIBB CO Healthcare 14,829.0 $899K 0.21% -2K -10.4% $60.65 -9.3%
92 ITW ILLINOIS TOOL WKS INC Industrials 3,418.0 $890K 0.21% +300.0 +9.6% $260.29 +1.3%
93 EPD ENTERPRISE PRODS PARTNERS L Energy 23,127.0 $875K 0.20% $37.84 -4.2%
94 GLW CORNING INC Technology 6,400.0 $870K 0.20% -1K -14.0% $135.97 +51.3%
95 BERKSHIRE HATHAWAY INC DEL 1,809.0 $867K 0.20% +750.0 +70.8% $479.20
96 SSD SIMPSON MFG INC Industrials 4,966.0 $852K 0.20% +26.0 +0.5% $171.62 +20.4%
97 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,605.0 $852K 0.20% -244.0 -8.6% $327.12 +17.2%
98 SYY SYSCO CORP Consumer Defensive 11,502.0 $820K 0.19% $71.33 +13.0%
99 ABT ABBOTT LABORATORIES Healthcare 7,900.0 $811K 0.19% -5K -36.6% $102.67 -11.8%
100 AFL AFLAC INC Financial Services 7,160.0 $786K 0.18% -148.0 -2.0% $109.71 +7.3%
Page 5 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%