Filed: 4/10/2026ACC: 0001398344-26-006386
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 $425.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
185
Positions
$425.88M
Total AUM (reported)
2.44M
Total Shares
Allocation by class
COM$309.24M72.6%
CAP STK CL A$15.98M3.8%
RUSSELL 3000 ETF$13.66M3.2%
SHS$11.79M2.8%
COM CL A$8.07M1.9%
N Y REGISTRY SHS$7.55M1.8%
COM NEW$6.28M1.5%
Portfolio Concentration
Top 3$60.10M14.1%
4โ10$89.08M20.9%
11โ25$100.02M23.5%
Rest$176.68M41.5%
Top 3 weight
14.1%
Top 10 weight
35.0%
Voting Authority Distribution
Total shares with voting rights: 2.44M
Sole
Full voting authority
2.44M
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
SOLEShares61.56K
TypeSH
Market value$22.79M
5.35%
Sole
61.56K
Shared
0.00
None
0.00
APPLE INC
SOLEShares84.07K
TypeSH
Market value$21.34M
5.01%
Sole
84.07K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares55.55K
TypeSH
Market value$15.98M
3.75%
Sole
55.55K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares85.51K
TypeSH
Market value$14.51M
3.41%
Sole
85.51K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares14.09K
TypeSH
Market value$14.04M
3.30%
Sole
14.09K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares36.84K
TypeSH
Market value$13.66M
3.21%
Sole
36.84K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares44.87K
TypeSH
Market value$13.20M
3.10%
Sole
44.87K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares71.34K
TypeSH
Market value$12.44M
2.92%
Sole
71.34K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares15.77K
TypeSH
Market value$11.17M
2.62%
Sole
15.77K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares48.33K
TypeSH
Market value$10.07M
2.36%
Sole
48.33K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares36.91K
TypeSH
Market value$9.02M
2.12%
Sole
36.91K
Shared
0.00
None
0.00
VISA INC
SOLEShares26.69K
TypeSH
Market value$8.07M
1.89%
Sole
26.69K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares36.63K
TypeSH
Market value$7.58M
1.78%
Sole
36.63K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares5.71K
TypeSH
Market value$7.55M
1.77%
Sole
5.71K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares46.70K
TypeSH
Market value$7.46M
1.75%
Sole
46.70K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares36.78K
TypeSH
Market value$7.14M
1.68%
Sole
36.78K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares32.16K
TypeSH
Market value$6.38M
1.50%
Sole
32.16K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares12.54K
TypeSH
Market value$6.22M
1.46%
Sole
12.54K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares35.73K
TypeSH
Market value$6.20M
1.46%
Sole
35.73K
Shared
0.00
None
0.00
TEXAS PACIFIC LAND CORPORATI
SOLEShares12.57K
TypeSH
Market value$5.97M
1.40%
Sole
12.57K
Shared
0.00
None
0.00
WATSCO INC
SOLEShares16.29K
TypeSH
Market value$5.93M
1.39%
Sole
16.29K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares6.30K
TypeSH
Market value$5.79M
1.36%
Sole
6.30K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares46.91K
TypeSH
Market value$5.64M
1.33%
Sole
46.91K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares15.82K
TypeSH
Market value$5.57M
1.31%
Sole
15.82K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares34.46K
TypeSH
Market value$5.52M
1.30%
Sole
34.46K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 61.56K | SH | $22.79M 5.35% | 61.56K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 84.07K | SH | $21.34M 5.01% | 84.07K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 55.55K | SH | $15.98M 3.75% | 55.55K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 85.51K | SH | $14.51M 3.41% | 85.51K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 14.09K | SH | $14.04M 3.30% | 14.09K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 36.84K | SH | $13.66M 3.21% | 36.84K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 44.87K | SH | $13.20M 3.10% | 44.87K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 71.34K | SH | $12.44M 2.92% | 71.34K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 15.77K | SH | $11.17M 2.62% | 15.77K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 48.33K | SH | $10.07M 2.36% | 48.33K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 36.91K | SH | $9.02M 2.12% | 36.91K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 26.69K | SH | $8.07M 1.89% | 26.69K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 36.63K | SH | $7.58M 1.78% | 36.63K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 5.71K | SH | $7.55M 1.77% | 5.71K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 46.70K | SH | $7.46M 1.75% | 46.70K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 36.78K | SH | $7.14M 1.68% | 36.78K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 32.16K | SH | $6.38M 1.50% | 32.16K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 12.54K | SH | $6.22M 1.46% | 12.54K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 35.73K | SH | $6.20M 1.46% | 35.73K | 0.00 | 0.00 |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 12.57K | SH | $5.97M 1.40% | 12.57K | 0.00 | 0.00 |
WATSCO INCSOLE | COM | 16.29K | SH | $5.93M 1.39% | 16.29K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 6.30K | SH | $5.79M 1.36% | 6.30K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 46.91K | SH | $5.64M 1.33% | 46.91K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 15.82K | SH | $5.57M 1.31% | 15.82K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 34.46K | SH | $5.52M 1.30% | 34.46K | 0.00 | 0.00 |
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