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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 5 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJR ISHARES TR 8,334.0 $1.2M 0.26% -250.0 -2.9% $148.31 -1.3%
82 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 13,265.0 $1.2M 0.26% $92.09 -1.7%
83 IJH ISHARES TR 15,003.0 $1.2M 0.24% +123.0 +0.8% $77.11 -1.2%
84 FICO FAIR ISAAC CORP Technology 916.0 $1.1M 0.23% -5.0 -0.5% $1194.78 -3.8%
85 IWP ISHARES TR 7,330.0 $1.1M 0.23% +180.0 +2.5% $146.41 -2.9%
86 SSD SIMPSON MFG INC Industrials 4,901.0 $1.0M 0.22% -65.0 -1.3% $209.35 -11.2%
87 BMY BRISTOL-MYERS SQUIBB CO Healthcare 17,229.0 $993K 0.21% +2K +16.2% $57.62 +17.4%
88 PFF ISHARES TR 32,364.0 $987K 0.21% -2K -4.4% $30.49 +0.5%
89 DHR DANAHER CORP DEL Healthcare 5,132.0 $978K 0.21% -400.0 -7.2% $190.48 +13.0%
90 NEE NEXTERA ENERGY INC Utilities 11,069.0 $972K 0.20% -290.0 -2.5% $87.77 -4.4%
91 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,605.0 $966K 0.20% $370.65 -3.1%
92 NEM NEWMONT CORP Basic Materials 10,219.0 $954K 0.20% -250.0 -2.4% $93.40 +43.3%
93 ITW ILLINOIS TOOL WKS INC Industrials 3,528.0 $954K 0.20% +110.0 +3.2% $270.47 +4.0%
94 BERKSHIRE HATHAWAY INC DEL 1,809.0 $905K 0.19% $500.39
95 FIX COMFORT SYS USA INC Industrials 454.0 $900K 0.19% -29.0 -6.0% $1981.95 -20.0%
96 SYY SYSCO CORP Consumer Defensive 10,752.0 $899K 0.19% -750.0 -6.5% $83.58 -0.2%
97 EPD ENTERPRISE PRODS PARTNERS L 24,127.0 $887K 0.19% +1K +4.3% $36.76
98 T AT&T INC Communication Services 41,907.0 $867K 0.18% $20.70 +24.4%
99 BMO BANK MONTREAL MEDIUM Financial Services 4,810.0 $850K 0.18% $176.70 -2.4%
100 AFL AFLAC INC Financial Services 7,160.0 $840K 0.18% $117.25 -0.6%
Page 5 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%