Filed: 7/16/2026ACC: 0001398344-26-012196
๐ What this filing means
IPSWICH INVESTMENT MANAGEMENT CO., INC. filed this quarterly 13FโHR report disclosing 190 equity positions with a total reported market value of $473.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
190
Positions
$473.65M
Total AUM (reported)
2.46M
Total Shares
Allocation by class
COM$327.03M69.0%
CAP STK CL A$19.56M4.1%
RUSSELL 3000 ETF$15.75M3.3%
STOCK$12.30M2.6%
SHS$11.96M2.5%
N Y REGISTRY SHS$11.04M2.3%
COM CL A$8.79M1.9%
Portfolio Concentration
Top 3$66.86M14.1%
4โ10$97.17M20.5%
11โ25$116.86M24.7%
Rest$192.75M40.7%
Top 3 weight
14.1%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 2.46M
Sole
Full voting authority
2.46M
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)
Sole190
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings190
Rows:
APPLE INC
SOLEShares83.06K
TypeSH
Market value$24.03M
5.07%
Sole
83.06K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares62.37K
TypeSH
Market value$23.26M
4.91%
Sole
62.37K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares54.74K
TypeSH
Market value$19.56M
4.13%
Sole
54.74K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares15.63K
TypeSH
Market value$16.64M
3.51%
Sole
15.63K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares36.95K
TypeSH
Market value$15.75M
3.33%
Sole
36.95K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares43.33K
TypeSH
Market value$14.18M
2.99%
Sole
43.33K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares69.28K
TypeSH
Market value$13.86M
2.93%
Sole
69.28K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares13.81K
TypeSH
Market value$12.92M
2.73%
Sole
13.81K
Shared
0.00
None
0.00
EXXONMOBIL HOLDINGS CORP COM SHS
SOLEShares89.93K
TypeSH
Market value$12.30M
2.60%
Sole
89.93K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares33.77K
TypeSH
Market value$11.52M
2.43%
Sole
33.77K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares47.35K
TypeSH
Market value$11.29M
2.38%
Sole
47.35K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares5.55K
TypeSH
Market value$11.04M
2.33%
Sole
5.55K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares34.06K
TypeSH
Market value$10.15M
2.14%
Sole
34.06K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares37.29K
TypeSH
Market value$9.47M
2.00%
Sole
37.29K
Shared
0.00
None
0.00
VISA INC
SOLEShares25.61K
TypeSH
Market value$8.79M
1.86%
Sole
25.61K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares39.01K
TypeSH
Market value$8.52M
1.80%
Sole
39.01K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares6.73K
TypeSH
Market value$8.07M
1.70%
Sole
6.73K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares49.54K
TypeSH
Market value$7.51M
1.58%
Sole
49.54K
Shared
0.00
None
0.00
WATSCO INC
SOLEShares16.39K
TypeSH
Market value$6.83M
1.44%
Sole
16.39K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares11.97K
TypeSH
Market value$6.21M
1.31%
Sole
11.97K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares46.91K
TypeSH
Market value$6.03M
1.27%
Sole
46.91K
Shared
0.00
None
0.00
TEXAS PACIFIC LAND CORPORATI
SOLEShares13.42K
TypeSH
Market value$5.87M
1.24%
Sole
13.42K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares35.42K
TypeSH
Market value$5.87M
1.24%
Sole
35.42K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares38.88K
TypeSH
Market value$5.70M
1.20%
Sole
38.88K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares15.23K
TypeSH
Market value$5.52M
1.16%
Sole
15.23K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 83.06K | SH | $24.03M 5.07% | 83.06K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 62.37K | SH | $23.26M 4.91% | 62.37K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 54.74K | SH | $19.56M 4.13% | 54.74K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 15.63K | SH | $16.64M 3.51% | 15.63K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 36.95K | SH | $15.75M 3.33% | 36.95K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 43.33K | SH | $14.18M 2.99% | 43.33K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 69.28K | SH | $13.86M 2.93% | 69.28K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 13.81K | SH | $12.92M 2.73% | 13.81K | 0.00 | 0.00 |
EXXONMOBIL HOLDINGS CORP COM SHSSOLE | Stock | 89.93K | SH | $12.30M 2.60% | 89.93K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 33.77K | SH | $11.52M 2.43% | 33.77K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 47.35K | SH | $11.29M 2.38% | 47.35K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 5.55K | SH | $11.04M 2.33% | 5.55K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 34.06K | SH | $10.15M 2.14% | 34.06K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 37.29K | SH | $9.47M 2.00% | 37.29K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 25.61K | SH | $8.79M 1.86% | 25.61K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 39.01K | SH | $8.52M 1.80% | 39.01K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 6.73K | SH | $8.07M 1.70% | 6.73K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 49.54K | SH | $7.51M 1.58% | 49.54K | 0.00 | 0.00 |
WATSCO INCSOLE | COM | 16.39K | SH | $6.83M 1.44% | 16.39K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 11.97K | SH | $6.21M 1.31% | 11.97K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 46.91K | SH | $6.03M 1.27% | 46.91K | 0.00 | 0.00 |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 13.42K | SH | $5.87M 1.24% | 13.42K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 35.42K | SH | $5.87M 1.24% | 35.42K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 38.88K | SH | $5.70M 1.20% | 38.88K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 15.23K | SH | $5.52M 1.16% | 15.23K | 0.00 | 0.00 |
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