Ipswich Investment Management Co., Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $400 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 $31.5M, Apple Inc. with a value of $17.9M, Costco Wholesale Corp with a value of $14.5M, Ishares Russell 3000 ETF with a value of $13.3M, and Jpmorgan Chase & CO with a value of $13.2M.

Examining the 13F form we can see an increase of $9.69M in the current position value, from $390M to 400M.

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

Portfolio value $400 Million
Technology: $103 Million
Financial Services: $54.7 Million
Healthcare: $43.2 Million
Industrials: $41.7 Million
Consumer Defensive: $38.3 Million
Energy: $37.8 Million
Consumer Cyclical: $25.6 Million
ETFs: $24.8 Million
Other: $30.9 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $400 Million
  • Prior Value $390 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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