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Portfolio (Quarterly) Guide ↗

Ipswich Investment Management Co., Inc.

· CIK 0001463753
13F Portfolio $432M AUM Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 185 New
Page 8 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SLB SLB LIMITED Energy 9,092.0 $349K 0.08% NEW $38.38 +21.4%
142 VIG VANGUARD SPECIALIZED FUNDS 1,521.0 $334K 0.08% NEW $219.78 +6.7%
143 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,465.0 $327K 0.08% NEW $223.17 -37.2%
144 DD DUPONT DE NEMOURS INC Basic Materials 8,095.0 $325K 0.07% NEW $40.20 +242.8%
145 CTVA CORTEVA INC Basic Materials 4,652.0 $312K 0.07% NEW $67.03 +19.5%
146 PSX PHILLIPS 66 Energy 2,400.0 $310K 0.07% NEW $129.04 +30.7%
147 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,676.0 $308K 0.07% NEW $83.86 +17.7%
148 APH AMPHENOL CORP NEW Technology 2,220.0 $300K 0.07% NEW $135.14 +20.5%
149 WAT WATERS CORP Healthcare 780.0 $296K 0.07% NEW $379.83 -6.0%
150 LH LABCORP HOLDINGS INC Healthcare 1,145.0 $287K 0.07% NEW $250.88 +5.7%
151 GXO GXO LOGISTICS INCORPORATED Industrials 5,436.0 $286K 0.07% NEW $52.64 -5.1%
152 WM WASTE MGMT INC DEL Industrials 1,300.0 $286K 0.07% NEW $219.71 -0.4%
153 CME CME GROUP INC Financial Services 1,032.0 $282K 0.07% NEW $273.08 -15.2%
154 CPRT COPART INC Industrials 7,130.0 $279K 0.07% NEW $39.15 -22.4%
155 CFG CITIZENS FINL GROUP INC Financial Services 4,624.0 $270K 0.06% NEW $58.41 +18.9%
156 CL COLGATE PALMOLIVE CO Consumer Defensive 3,417.0 $270K 0.06% NEW $79.02 +16.3%
157 SAIA SAIA INC Industrials 820.0 $268K 0.06% NEW $326.52 +31.2%
158 AGM FEDERAL AGRIC MTG CORP Financial Services 1,520.0 $267K 0.06% NEW $175.57 +9.7%
159 GIS GENERAL MLS INC Consumer Defensive 5,698.0 $265K 0.06% NEW $46.50 -25.2%
160 CEG CONSTELLATION ENERGY CORP Utilities 743.0 $262K 0.06% NEW $353.27 -24.1%
Page 8 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 27.2%
Financial Services 13.8%
Healthcare 12.3%
Industrials 10.1%
Energy 9.3%
Consumer Defensive 8.3%
Communication Services 7.2%
Consumer Cyclical 6.8%
Utilities 2.5%
Basic Materials 2.4%