Filed: 1/16/2026ACC: 0001398344-26-000773
๐ What this filing means
IPSWICH INVESTMENT MANAGEMENT CO., INC. filed this quarterly 13FโHR report disclosing 185 equity positions with a total reported market value of $431.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
185
Positions
$431.84M
Total AUM (reported)
2.51M
Total Shares
Allocation by class
COM$313.49M72.6%
CAP STK CL A$18.49M4.3%
RUSSELL 3000 ETF$14.83M3.4%
SHS$11.21M2.6%
COM CL A$9.57M2.2%
CL A$6.73M1.6%
N Y REGISTRY SHS$6.43M1.5%
Portfolio Concentration
Top 3$71.61M16.6%
4โ10$87.03M20.2%
11โ25$99.60M23.1%
Rest$173.60M40.2%
Top 3 weight
16.6%
Top 10 weight
36.7%
Voting Authority Distribution
Total shares with voting rights: 2.51M
Sole
Full voting authority
2.51M
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 ยท 100.0% of voting shares
Institutional Holdings185
Rows:
MICROSOFT CORP
SOLEShares61.98K
TypeSH
Market value$29.97M
6.94%
Sole
61.98K
Shared
0.00
None
0.00
APPLE INC
SOLEShares85.15K
TypeSH
Market value$23.15M
5.36%
Sole
85.15K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares59.08K
TypeSH
Market value$18.49M
4.28%
Sole
59.08K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares38.32K
TypeSH
Market value$14.83M
3.43%
Sole
38.32K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares45.09K
TypeSH
Market value$14.53M
3.36%
Sole
45.09K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares72.27K
TypeSH
Market value$13.48M
3.12%
Sole
72.27K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares14.45K
TypeSH
Market value$12.46M
2.89%
Sole
14.45K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares49.35K
TypeSH
Market value$11.39M
2.64%
Sole
49.35K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares89.52K
TypeSH
Market value$10.77M
2.49%
Sole
89.52K
Shared
0.00
None
0.00
VISA INC
SOLEShares27.28K
TypeSH
Market value$9.57M
2.22%
Sole
27.28K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares16.32K
TypeSH
Market value$9.35M
2.17%
Sole
16.32K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares37.49K
TypeSH
Market value$7.76M
1.80%
Sole
37.49K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares7.06K
TypeSH
Market value$7.59M
1.76%
Sole
7.06K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares32.80K
TypeSH
Market value$7.47M
1.73%
Sole
32.80K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares48.05K
TypeSH
Market value$7.38M
1.71%
Sole
48.05K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares37.17K
TypeSH
Market value$6.90M
1.60%
Sole
37.17K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares38.24K
TypeSH
Market value$6.63M
1.54%
Sole
38.23K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares35.01K
TypeSH
Market value$6.45M
1.49%
Sole
35.01K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares6.01K
TypeSH
Market value$6.43M
1.49%
Sole
6.01K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares40.76K
TypeSH
Market value$5.84M
1.35%
Sole
40.76K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares21.60K
TypeSH
Market value$5.80M
1.34%
Sole
21.60K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares37.77K
TypeSH
Market value$5.76M
1.33%
Sole
37.77K
Shared
0.00
None
0.00
WATSCO INC
SOLEShares16.72K
TypeSH
Market value$5.63M
1.30%
Sole
16.72K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares12.57K
TypeSH
Market value$5.36M
1.24%
Sole
12.57K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares16.05K
TypeSH
Market value$5.25M
1.22%
Sole
16.05K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 61.98K | SH | $29.97M 6.94% | 61.98K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 85.15K | SH | $23.15M 5.36% | 85.15K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 59.08K | SH | $18.49M 4.28% | 59.08K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 38.32K | SH | $14.83M 3.43% | 38.32K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 45.09K | SH | $14.53M 3.36% | 45.09K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 72.27K | SH | $13.48M 3.12% | 72.27K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 14.45K | SH | $12.46M 2.89% | 14.45K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 49.35K | SH | $11.39M 2.64% | 49.35K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 89.52K | SH | $10.77M 2.49% | 89.52K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 27.28K | SH | $9.57M 2.22% | 27.28K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 16.32K | SH | $9.35M 2.17% | 16.32K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 37.49K | SH | $7.76M 1.80% | 37.49K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 7.06K | SH | $7.59M 1.76% | 7.06K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 32.80K | SH | $7.47M 1.73% | 32.80K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 48.05K | SH | $7.38M 1.71% | 48.05K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 37.17K | SH | $6.90M 1.60% | 37.17K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 38.24K | SH | $6.63M 1.54% | 38.23K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 35.01K | SH | $6.45M 1.49% | 35.01K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 6.01K | SH | $6.43M 1.49% | 6.01K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 40.76K | SH | $5.84M 1.35% | 40.76K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 21.60K | SH | $5.80M 1.34% | 21.60K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 37.77K | SH | $5.76M 1.33% | 37.77K | 0.00 | 0.00 |
WATSCO INCSOLE | COM | 16.72K | SH | $5.63M 1.30% | 16.72K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 12.57K | SH | $5.36M 1.24% | 12.57K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 16.05K | SH | $5.25M 1.22% | 16.05K | 0.00 | 0.00 |
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