Filed: 4/16/2025ACC: 0001398344-25-007204
📋 What this filing means
IPSWICH INVESTMENT MANAGEMENT CO., INC. filed this quarterly 13F‑HR report disclosing 186 equity positions with a total reported market value of $402.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
186
Positions
$402.95M
Total AUM (reported)
2.68M
Total Shares
Allocation by class
COM$306.58M76.1%
RUSSELL 3000 ETF$12.12M3.0%
COM CL A$9.79M2.4%
CAP STK CL A$9.52M2.4%
COM NEW$7.62M1.9%
SHS$7.46M1.9%
SHS CLASS A$7.20M1.8%
Portfolio Concentration
Top 3$57.33M14.2%
4–10$72.99M18.1%
11–25$101.54M25.2%
Rest$171.09M42.5%
Top 3 weight
14.2%
Top 10 weight
32.3%
Voting Authority Distribution
Total shares with voting rights: 2.68M
Sole
Full voting authority
2.68M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole186
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings186
Rows:
MICROSOFT CORP
SOLEShares63.81K
TypeSH
Market value$23.96M
5.95%
Sole
63.81K
Shared
0.00
None
0.00
APPLE INC
SOLEShares87.42K
TypeSH
Market value$19.42M
4.82%
Sole
87.42K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares14.76K
TypeSH
Market value$13.96M
3.46%
Sole
14.76K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares38.16K
TypeSH
Market value$12.12M
3.01%
Sole
38.16K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares95.59K
TypeSH
Market value$11.37M
2.82%
Sole
95.59K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares44.87K
TypeSH
Market value$11.01M
2.73%
Sole
44.87K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares34.83K
TypeSH
Market value$9.86M
2.45%
Sole
34.83K
Shared
0.00
None
0.00
VISA INC
SOLEShares27.92K
TypeSH
Market value$9.79M
2.43%
Sole
27.92K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares61.55K
TypeSH
Market value$9.52M
2.36%
Sole
61.55K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares49.03K
TypeSH
Market value$9.33M
2.31%
Sole
49.03K
Shared
0.00
None
0.00
WATSCO INC
SOLEShares17.87K
TypeSH
Market value$9.08M
2.25%
Sole
17.87K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares77.69K
TypeSH
Market value$8.42M
2.09%
Sole
77.69K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares48.83K
TypeSH
Market value$8.32M
2.07%
Sole
48.83K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares33.09K
TypeSH
Market value$8.08M
2.00%
Sole
33.09K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares23.08K
TypeSH
Market value$7.20M
1.79%
Sole
23.08K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares39.37K
TypeSH
Market value$7.08M
1.76%
Sole
39.37K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares39.78K
TypeSH
Market value$6.66M
1.65%
Sole
39.78K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares39.93K
TypeSH
Market value$6.62M
1.64%
Sole
39.93K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares13.17K
TypeSH
Market value$6.13M
1.52%
Sole
13.16K
Shared
0.00
None
0.00
ONEOK INC NEW
SOLEShares60.89K
TypeSH
Market value$6.04M
1.50%
Sole
60.89K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares49.02K
TypeSH
Market value$5.97M
1.48%
Sole
49.02K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares17.25K
TypeSH
Market value$5.69M
1.41%
Sole
17.25K
Shared
0.00
None
0.00
TEXAS PACIFIC LAND CORPORATI
SOLEShares4.25K
TypeSH
Market value$5.62M
1.40%
Sole
4.25K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares17.92K
TypeSH
Market value$5.41M
1.34%
Sole
17.92K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares30.61K
TypeSH
Market value$5.22M
1.30%
Sole
30.61K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 63.81K | SH | $23.96M 5.95% | 63.81K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 87.42K | SH | $19.42M 4.82% | 87.42K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 14.76K | SH | $13.96M 3.46% | 14.76K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 38.16K | SH | $12.12M 3.01% | 38.16K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 95.59K | SH | $11.37M 2.82% | 95.59K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 44.87K | SH | $11.01M 2.73% | 44.87K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 34.83K | SH | $9.86M 2.45% | 34.83K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 27.92K | SH | $9.79M 2.43% | 27.92K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 61.55K | SH | $9.52M 2.36% | 61.55K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 49.03K | SH | $9.33M 2.31% | 49.03K | 0.00 | 0.00 |
WATSCO INCSOLE | COM | 17.87K | SH | $9.08M 2.25% | 17.87K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 77.69K | SH | $8.42M 2.09% | 77.69K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 48.83K | SH | $8.32M 2.07% | 48.83K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 33.09K | SH | $8.08M 2.00% | 33.09K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 23.08K | SH | $7.20M 1.79% | 23.08K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 39.37K | SH | $7.08M 1.76% | 39.37K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 39.78K | SH | $6.66M 1.65% | 39.78K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 39.93K | SH | $6.62M 1.64% | 39.93K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 13.17K | SH | $6.13M 1.52% | 13.16K | 0.00 | 0.00 |
ONEOK INC NEWSOLE | COM | 60.89K | SH | $6.04M 1.50% | 60.89K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 49.02K | SH | $5.97M 1.48% | 49.02K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 17.25K | SH | $5.69M 1.41% | 17.25K | 0.00 | 0.00 |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 4.25K | SH | $5.62M 1.40% | 4.25K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 17.92K | SH | $5.41M 1.34% | 17.92K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 30.61K | SH | $5.22M 1.30% | 30.61K | 0.00 | 0.00 |
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