Filed: 10/8/2025ACC: 0001398344-25-019010
📋 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 $428.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
185
Positions
$428.15M
Total AUM (reported)
2.61M
Total Shares
Allocation by class
COM$312.48M73.0%
CAP STK CL A$14.77M3.4%
RUSSELL 3000 ETF$14.12M3.3%
SHS$11.43M2.7%
COM CL A$9.46M2.2%
CL A$8.25M1.9%
COM NEW$7.74M1.8%
Portfolio Concentration
Top 3$69.30M16.2%
4–10$86.20M20.1%
11–25$98.42M23.0%
Rest$174.23M40.7%
Top 3 weight
16.2%
Top 10 weight
36.3%
Voting Authority Distribution
Total shares with voting rights: 2.61M
Sole
Full voting authority
2.61M
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
SOLEShares62.73K
TypeSH
Market value$32.49M
7.59%
Sole
62.73K
Shared
0.00
None
0.00
APPLE INC
SOLEShares86.54K
TypeSH
Market value$22.04M
5.15%
Sole
86.54K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares60.76K
TypeSH
Market value$14.77M
3.45%
Sole
60.76K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares45.50K
TypeSH
Market value$14.35M
3.35%
Sole
45.50K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares37.27K
TypeSH
Market value$14.12M
3.30%
Sole
37.27K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares74.39K
TypeSH
Market value$13.88M
3.24%
Sole
74.39K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares14.69K
TypeSH
Market value$13.59M
3.18%
Sole
14.69K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares48.95K
TypeSH
Market value$10.75M
2.51%
Sole
48.95K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares89.11K
TypeSH
Market value$10.05M
2.35%
Sole
89.11K
Shared
0.00
None
0.00
VISA INC
SOLEShares27.71K
TypeSH
Market value$9.46M
2.21%
Sole
27.71K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares32.92K
TypeSH
Market value$8.13M
1.90%
Sole
32.92K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares16.58K
TypeSH
Market value$7.91M
1.85%
Sole
16.58K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares37.48K
TypeSH
Market value$7.55M
1.76%
Sole
37.48K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares48.93K
TypeSH
Market value$7.07M
1.65%
Sole
48.93K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares37.90K
TypeSH
Market value$7.03M
1.64%
Sole
37.90K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares37.72K
TypeSH
Market value$6.93M
1.62%
Sole
37.72K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares33.93K
TypeSH
Market value$6.91M
1.61%
Sole
33.93K
Shared
0.00
None
0.00
WATSCO INC
SOLEShares16.86K
TypeSH
Market value$6.82M
1.59%
Sole
16.86K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares41.60K
TypeSH
Market value$6.39M
1.49%
Sole
41.60K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares38.78K
TypeSH
Market value$6.02M
1.41%
Sole
38.78K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares12.56K
TypeSH
Market value$5.97M
1.39%
Sole
12.56K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares6K
TypeSH
Market value$5.80M
1.36%
Sole
6K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares22.44K
TypeSH
Market value$5.53M
1.29%
Sole
22.44K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares7K
TypeSH
Market value$5.34M
1.25%
Sole
7K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares17.75K
TypeSH
Market value$5.01M
1.17%
Sole
17.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 62.73K | SH | $32.49M 7.59% | 62.73K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 86.54K | SH | $22.04M 5.15% | 86.54K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 60.76K | SH | $14.77M 3.45% | 60.76K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 45.50K | SH | $14.35M 3.35% | 45.50K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 37.27K | SH | $14.12M 3.30% | 37.27K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 74.39K | SH | $13.88M 3.24% | 74.39K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 14.69K | SH | $13.59M 3.18% | 14.69K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 48.95K | SH | $10.75M 2.51% | 48.95K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 89.11K | SH | $10.05M 2.35% | 89.11K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 27.71K | SH | $9.46M 2.21% | 27.71K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 32.92K | SH | $8.13M 1.90% | 32.92K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 16.58K | SH | $7.91M 1.85% | 16.58K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 37.48K | SH | $7.55M 1.76% | 37.48K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 48.93K | SH | $7.07M 1.65% | 48.93K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 37.90K | SH | $7.03M 1.64% | 37.90K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 37.72K | SH | $6.93M 1.62% | 37.72K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 33.93K | SH | $6.91M 1.61% | 33.93K | 0.00 | 0.00 |
WATSCO INCSOLE | COM | 16.86K | SH | $6.82M 1.59% | 16.86K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 41.60K | SH | $6.39M 1.49% | 41.60K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 38.78K | SH | $6.02M 1.41% | 38.78K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 12.56K | SH | $5.97M 1.39% | 12.56K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 6K | SH | $5.80M 1.36% | 6K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 22.44K | SH | $5.53M 1.29% | 22.44K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 7K | SH | $5.34M 1.25% | 7K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 17.75K | SH | $5.01M 1.17% | 17.75K | 0.00 | 0.00 |
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