§ 13F · FUND PROFILE
Ipswich Investment Management Co., Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $428M (13F)Positions · 185Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 62K | $23M | 5.4% | −1% |
| 2 | AAPL | APPLE INC | 84K | $21M | 5.0% | −1% |
| 3 | GOOGL | ALPHABET INC | 56K | $16M | 3.8% | −6% |
| 4 | XOM | EXXON MOBIL CORP | 86K | $15M | 3.4% | −4% |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 14K | $14M | 3.3% | −2% |
| 6 | IWV | ISHARES TR | 37K | $14M | 3.2% | −4% |
| 7 | JPM | JPMORGAN CHASE & CO | 45K | $13M | 3.1% | ±0% |
| 8 | NVDA | NVIDIA CORPORATION | 71K | $12M | 2.9% | −1% |
| 9 | CAT | CATERPILLAR INC | 16K | $11M | 2.6% | −3% |
| 10 | AMZN | AMAZON COM INC | 48K | $10M | 2.4% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IPSWICH SIGNAL
AC read
Ipswich Investment Management Co., Inc. is a Other fund managing $428 million in assets. The fund runs a portfolio of 185 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed