Filed: 7/16/2025ACC: 0001398344-25-013196
📋 What this filing means
IPSWICH INVESTMENT MANAGEMENT CO., INC. filed this quarterly 13F‑HR report disclosing 185 equity positions with a total reported market value of $414.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
185
Positions
$414.49M
Total AUM (reported)
2.62M
Total Shares
Allocation by class
COM$309.94M74.8%
RUSSELL 3000 ETF$13.30M3.2%
CAP STK CL A$10.83M2.6%
COM CL A$10.13M2.4%
COM NEW$7.72M1.9%
SHS$7.58M1.8%
CL A$6.88M1.7%
Portfolio Concentration
Top 3$63.94M15.4%
4–10$79.91M19.3%
11–25$97.94M23.6%
Rest$172.70M41.7%
Top 3 weight
15.4%
Top 10 weight
34.7%
Voting Authority Distribution
Total shares with voting rights: 2.62M
Sole
Full voting authority
2.62M
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)
Sole185
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings185
Rows:
MICROSOFT CORP
SOLEShares63.35K
TypeSH
Market value$31.51M
7.60%
Sole
63.35K
Shared
0.00
None
0.00
APPLE INC
SOLEShares87.26K
TypeSH
Market value$17.90M
4.32%
Sole
87.26K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares14.67K
TypeSH
Market value$14.53M
3.50%
Sole
14.67K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares37.88K
TypeSH
Market value$13.30M
3.21%
Sole
37.88K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares45.53K
TypeSH
Market value$13.20M
3.18%
Sole
45.53K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares76.27K
TypeSH
Market value$12.05M
2.91%
Sole
76.27K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares61.46K
TypeSH
Market value$10.83M
2.61%
Sole
61.46K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares48.81K
TypeSH
Market value$10.71M
2.58%
Sole
48.81K
Shared
0.00
None
0.00
VISA INC
SOLEShares27.93K
TypeSH
Market value$9.92M
2.39%
Sole
27.93K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares91.91K
TypeSH
Market value$9.91M
2.39%
Sole
91.91K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares33.04K
TypeSH
Market value$8.82M
2.13%
Sole
33.04K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares37.72K
TypeSH
Market value$7.83M
1.89%
Sole
37.72K
Shared
0.00
None
0.00
WATSCO INC
SOLEShares17.23K
TypeSH
Market value$7.61M
1.84%
Sole
17.23K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares44.86K
TypeSH
Market value$7.15M
1.72%
Sole
44.86K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares32.27K
TypeSH
Market value$7.06M
1.70%
Sole
32.27K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares22.27K
TypeSH
Market value$6.66M
1.61%
Sole
22.27K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares32.34K
TypeSH
Market value$6.62M
1.60%
Sole
32.34K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares17.03K
TypeSH
Market value$6.61M
1.60%
Sole
17.03K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares13.16K
TypeSH
Market value$6.18M
1.49%
Sole
13.16K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares49.06K
TypeSH
Market value$6.06M
1.46%
Sole
49.05K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares38.78K
TypeSH
Market value$5.92M
1.43%
Sole
38.78K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares39.42K
TypeSH
Market value$5.65M
1.36%
Sole
39.42K
Shared
0.00
None
0.00
ONEOK INC NEW
SOLEShares66.34K
TypeSH
Market value$5.42M
1.31%
Sole
66.34K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares17.93K
TypeSH
Market value$5.19M
1.25%
Sole
17.93K
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares75.01K
TypeSH
Market value$5.18M
1.25%
Sole
75.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 63.35K | SH | $31.51M 7.60% | 63.35K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 87.26K | SH | $17.90M 4.32% | 87.26K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 14.67K | SH | $14.53M 3.50% | 14.67K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 37.88K | SH | $13.30M 3.21% | 37.88K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 45.53K | SH | $13.20M 3.18% | 45.53K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 76.27K | SH | $12.05M 2.91% | 76.27K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 61.46K | SH | $10.83M 2.61% | 61.46K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 48.81K | SH | $10.71M 2.58% | 48.81K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 27.93K | SH | $9.92M 2.39% | 27.93K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 91.91K | SH | $9.91M 2.39% | 91.91K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 33.04K | SH | $8.82M 2.13% | 33.04K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 37.72K | SH | $7.83M 1.89% | 37.72K | 0.00 | 0.00 |
WATSCO INCSOLE | COM | 17.23K | SH | $7.61M 1.84% | 17.23K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 44.86K | SH | $7.15M 1.72% | 44.86K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 32.27K | SH | $7.06M 1.70% | 32.27K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 22.27K | SH | $6.66M 1.61% | 22.27K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 32.34K | SH | $6.62M 1.60% | 32.34K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 17.03K | SH | $6.61M 1.60% | 17.03K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 13.16K | SH | $6.18M 1.49% | 13.16K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 49.06K | SH | $6.06M 1.46% | 49.05K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 38.78K | SH | $5.92M 1.43% | 38.78K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 39.42K | SH | $5.65M 1.36% | 39.42K | 0.00 | 0.00 |
ONEOK INC NEWSOLE | COM | 66.34K | SH | $5.42M 1.31% | 66.34K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 17.93K | SH | $5.19M 1.25% | 17.93K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 75.01K | SH | $5.18M 1.25% | 75.01K | 0.00 | 0.00 |
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