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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 9 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CSCO CISCO SYS INC Technology 2,453.0 $288K 0.06% NEW $117.46 -5.4%
162 IDXX IDEXX LABS INC Healthcare 547.0 $288K 0.06% $526.44 +4.5%
163 DOV DOVER CORP Industrials 1,212.0 $272K 0.06% $224.33 -9.9%
164 JKHY HENRY JACK & ASSOC INC Technology 1,951.0 $269K 0.06% -45.0 -2.2% $137.74 +26.0%
165 FSLR FIRST SOLAR INC Energy 1,115.0 $263K 0.06% $235.96 -12.3%
166 CL COLGATE PALMOLIVE CO Consumer Defensive 2,835.0 $260K 0.06% -582.0 -17.0% $91.67 -0.4%
167 ADBE ADOBE INC Technology 1,254.0 $257K 0.05% -70.0 -5.3% $205.02 +33.6%
168 EXPD EXPEDITORS INTL WASH INC Industrials 1,575.0 $257K 0.05% $162.98 +16.0%
169 AKAM AKAMAI TECHNOLOGIES INC Technology 2,165.0 $256K 0.05% $118.21 -10.5%
170 LMT LOCKHEED MARTIN CORP Industrials 500.0 $255K 0.05% $509.46 +9.2%
171 CTVA CORTEVA INC Basic Materials 2,974.0 $252K 0.05% -2K -36.1% $84.69 -1.9%
172 FAST FASTENAL CO Industrials 5,180.0 $249K 0.05% $48.03 +4.7%
173 DPZ DOMINOS PIZZA INC Consumer Cyclical 824.0 $244K 0.05% -191.0 -18.8% $296.17 +18.1%
174 SPY STATE STR SPDR S&P 500 ETF T Financial Services 312.0 $233K 0.05% -40.0 -11.4% $746.77 +2.6%
175 TRV TRAVELERS COMPANIES INC Financial Services 701.0 $231K 0.05% $330.12 +12.0%
176 CME CME GROUP INC Financial Services 1,032.0 $228K 0.05% $220.83 +25.6%
177 VLO VALERO ENERGY CORP Energy 860.0 $224K 0.05% $260.44 +30.7%
178 UPS UNITED PARCEL SVCS INC Industrials 2,075.0 $223K 0.05% $107.50 -2.2%
179 PFE PFIZER INC Healthcare 9,121.0 $220K 0.05% $24.08 +18.6%
180 DGRW WISDOMTREE TR 2,270.0 $217K 0.05% NEW $95.62 +4.0%
Page 9 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%