§ 13F · FUND PROFILE
Ipswich Investment Management Co., Inc..
AUM · $474M (13F)Positions · 190Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 83K | $24M | 5.1% | −1% |
| 2 | MSFT | MICROSOFT CORP | 62K | $23M | 4.9% | +1% |
| 3 | GOOGL | ALPHABET INC | 55K | $20M | 4.1% | −1% |
| 4 | CAT | CATERPILLAR INC | 16K | $17M | 3.5% | −1% |
| 5 | IWV | ISHARES TR | 37K | $16M | 3.3% | ±0% |
| 6 | JPM | JPMORGAN CHASE & CO | 43K | $14M | 3.0% | −3% |
| 7 | NVDA | NVIDIA CORPORATION | 69K | $14M | 2.9% | −3% |
| 8 | COST | COSTCO WHOLESALE CORPORATION | 14K | $13M | 2.7% | −2% |
| 9 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | 90K | $12M | 2.6% | NEW |
| 10 | PANW | PALO ALTO NETWORKS INC | 34K | $12M | 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 $474 million in assets. The fund runs a portfolio of 190 positions.
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