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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 7 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HSY HERSHEY CO Consumer Defensive 3,150.0 $553K 0.12% $175.45 +6.7%
122 CCI CROWN CASTLE INC Real Estate 7,196.0 $545K 0.12% -410.0 -5.4% $75.73 +0.7%
123 MA MASTERCARD INCORPORATED Financial Services 1,044.0 $536K 0.11% +55.0 +5.6% $513.60 +16.7%
124 GILD GILEAD SCIENCES INC Healthcare 4,165.0 $526K 0.11% $126.34 +17.8%
125 MKC MCCORMICK & CO INC Consumer Defensive 10,331.0 $521K 0.11% -4K -25.6% $50.42 +8.0%
126 COP CONOCOPHILLIPS Energy 4,960.0 $516K 0.11% $103.96 +26.8%
127 EFA ISHARES TR 4,923.0 $511K 0.11% -50.0 -1.0% $103.88 +4.7%
128 Q QNITY ELECTRONICS INC Technology 3,018.0 $493K 0.10% $163.31 -22.5%
129 FORTINET INC 3,190.0 $490K 0.10% $153.62
130 SYK STRYKER CORPORATION Healthcare 1,470.0 $463K 0.10% $314.84 +5.0%
131 IWM ISHARES TR 1,540.0 $463K 0.10% $300.45 -0.4%
132 RPM RPM INTL INC Basic Materials 4,150.0 $461K 0.10% $111.15 -3.9%
133 MEDP MEDPACE HLDGS INC Healthcare 855.0 $453K 0.10% $529.59 +16.0%
134 ED CONSOLIDATED EDISON INC Utilities 4,077.0 $451K 0.10% -300.0 -6.8% $110.63 -3.2%
135 ISRG INTUITIVE SURGICAL INC Healthcare 1,133.0 $451K 0.10% +55.0 +5.1% $397.68 -6.5%
136 SLB SLB LIMITED Energy 9,405.0 $437K 0.09% +535.0 +6.0% $46.49 +14.6%
137 GSK GSK PLC Healthcare 8,270.0 $434K 0.09% -256.0 -3.0% $52.42 -0.7%
138 LOW LOWES COS INC Consumer Cyclical 1,958.0 $432K 0.09% $220.49 -2.7%
139 PSX PHILLIPS 66 Energy 2,500.0 $423K 0.09% $169.05 +40.1%
140 QCOM QUALCOMM INC Technology 2,215.0 $409K 0.09% $184.79 -13.1%
Page 7 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%