Ipswich Investment Management Co., Inc. Portfolio Holdings

Ipswich Investment Management Co., Inc.

  • $410 Million
  • Q3 2025

Ipswich Investment Management Co., Inc. has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $410 Million distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $32.5M, Apple Inc. with a value of $22M, Alphabet Inc. with a value of $14.8M, Jpmorgan Chase & CO with a value of $14.4M, and Ishares Russell 3000 ETF with a value of $14.1M.

Examining the 13F form we can see an increase of $10.2M in the current position value, from $400M to 410M.

Below you can find more details about Ipswich Investment Management Co., Inc. portfolio as well as his latest detailed transactions.

Portfolio value $410 Million
Technology: $110 Million
Financial Services: $54.2 Million
Healthcare: $43.1 Million
Industrials: $40.7 Million
Energy: $39.1 Million
Consumer Defensive: $35 Million
Consumer Cyclical: $26.9 Million
ETFs: $26.7 Million
Other: $34.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.86T
$32.5 Million 7.92% of portfolio
62,734
Q3 2025 Reduced 0.97%
$4.35T
$22 Million 5.37% of portfolio
86,543
Q3 2025 Reduced 0.82%
$1.68T
$14.8 Million 3.6% of portfolio
60,757
Q3 2025 Reduced 1.14%
$913B
$14.4 Million 3.5% of portfolio
45,496
Q3 2025 Reduced 0.08%
$0
$14.1 Million 3.44% of portfolio
37,265
Q3 2025 Reduced 1.64%
$505B
$13.9 Million 3.38% of portfolio
74,393
Q3 2025 Reduced 2.46%
$403B
$13.6 Million 3.31% of portfolio
14,687
Q3 2025 Added 0.1%
$2.49T
$10.7 Million 2.62% of portfolio
48,955
Q3 2025 Added 0.29%
$477B
$10 Million 2.45% of portfolio
89,114
Q3 2025 Reduced 3.04%
$557B
$9.46 Million 2.31% of portfolio
27,706
Q3 2025 Reduced 0.79%
$121B
$8.13 Million 1.98% of portfolio
32,920
Q3 2025 Reduced 0.38%
$305B
$7.91 Million 1.93% of portfolio
16,581
Q3 2025 Reduced 2.65%
$88.4B
$7.55 Million 1.84% of portfolio
37,477
Q3 2025 Added 16.13%
$177B
$7.34 Million 1.79% of portfolio
37,724
Q2 2025 Reduced 4.19%
$163B
$7.07 Million 1.72% of portfolio
48,931
Q3 2025 Reduced 0.25%
$494B
$7.03 Million 1.71% of portfolio
37,904
Q3 2025 Reduced 2.25%
$12.2B
$6.82 Million 1.66% of portfolio
16,862
Q3 2025 Reduced 2.16%
$356B
$6.39 Million 1.56% of portfolio
41,603
Q3 2025 Reduced 7.26%
$309B
$6.02 Million 1.47% of portfolio
38,785
Q3 2025 Reduced 1.62%
$421B
$5.8 Million 1.41% of portfolio
5,995
Q3 2025 Added 7.0%
$158B
$5.53 Million 1.35% of portfolio
22,439
Q3 2025 Added 0.75%
$820B
$5.34 Million 1.3% of portfolio
6,995
Q3 2025 Added 21.34%
$115B
$5.01 Million 1.22% of portfolio
17,748
Q3 2025 Reduced 1.0%
$29.9B
$4.76 Million 1.16% of portfolio
65,248
Q3 2025 Reduced 1.65%
$160B
$4.65 Million 1.13% of portfolio
16,479
Q3 2025 Reduced 0.3%
$7.27B
$4.33 Million 1.05% of portfolio
4,635
Q3 2025 Added 2.21%
$112B
$4.16 Million 1.01% of portfolio
74,995
Q3 2025 Reduced 0.02%
$44.2B
$4.13 Million 1.01% of portfolio
49,219
Q3 2025 Reduced 2.41%
$218B
$3.92 Million 0.96% of portfolio
46,687
Q3 2025 Reduced 1.53%
$0
$3.95 Million 0.96% of portfolio
5,908
Q3 2025 Added 7.03%
$38.6B
$3.74 Million 0.91% of portfolio
40,891
Q3 2025 Reduced 17.03%
$1.72T
$3.68 Million 0.9% of portfolio
15,097
Q3 2025 Reduced 2.61%
$5.22B
$3.36 Million 0.82% of portfolio
10,825
Q3 2025 Added 1.41%
$276B
$3.31 Million 0.81% of portfolio
11,740
Q3 2025 Reduced 13.18%
$201B
$3.08 Million 0.75% of portfolio
21,914
Q3 2025 Added 1.04%
$338B
$2.58 Million 0.63% of portfolio
8,583
Q4 2024 Reduced 5.07%
$298B
$2.58 Million 0.63% of portfolio
38,833
Q3 2025 Reduced 5.82%
$386B
$2.47 Million 0.6% of portfolio
10,684
Q3 2025 Reduced 8.98%
$61.7B
$2.32 Million 0.57% of portfolio
5,502
Q3 2025 Reduced 1.79%
$82.5B
$2.32 Million 0.56% of portfolio
17,649
Q3 2025 Reduced 3.29%
$262B
$2.27 Million 0.55% of portfolio
13,552
Q3 2025 Added 0.2%
$135B
$2.22 Million 0.54% of portfolio
10,542
Q3 2025 Reduced 25.09%
$266B
$2.21 Million 0.54% of portfolio
17,212
Q3 2025 Reduced 5.05%
$95.7B
$2.12 Million 0.52% of portfolio
17,109
Q3 2025 Reduced 4.88%
$135B
$2.02 Million 0.49% of portfolio
8,548
Q3 2025 Added 10.25%
$78.2B
$1.95 Million 0.48% of portfolio
30,205
Q3 2025 Added 4.5%
$0
$1.96 Million 0.48% of portfolio
5,973
Q3 2025 Reduced 0.5%
$220B
$1.98 Million 0.48% of portfolio
6,505
Q1 2025 Reduced 3.2%
$708B
$1.89 Million 0.46% of portfolio
6,727
Q3 2025 Reduced 6.58%

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $410 Million
  • Prior Value $400 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
Track This Portfolio

Track Ipswich Investment Management Co., Inc. Portfolio

Follow Ipswich Investment Management Co., Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ipswich Investment Management Co., Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ipswich Investment Management Co., Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email