Institutional Fund
Ipswich Investment Management Co., Inc.
Beverly, MACIK 14637535 filings on record
Portfolio Value
$425.88M
Q1 2026
Holdings
185
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-1.4%
from $431.84M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp5.4%
- Apple Inc5.0%
- Alphabet Inc3.8%
- Exxon Mobil Corp3.4%
- Costco Whsl Corp New3.3%
- Ishares Tr3.2%
- Other76.0%
Portfolio Holdings
185 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 61.6K | $22.79M | 5.4% | −410 | Reduced |
| 2 | Apple Inc | 84.1K | $21.34M | 5.0% | −1.1K | Reduced |
| 3 | Alphabet Inc | 55.6K | $15.98M | 3.8% | −3.5K | Reduced |
| 4 | Exxon Mobil Corp | 85.5K | $14.51M | 3.4% | −4.0K | Reduced |
| 5 | Costco Whsl Corp New | 14.1K | $14.04M | 3.3% | −358 | Reduced |
| 6 | Ishares Tr | 36.8K | $13.66M | 3.2% | −1.5K | Reduced |
| 7 | Jpmorgan Chase & Co. | 44.9K | $13.20M | 3.1% | −227 | Reduced |
| 8 | Nvidia Corporation | 71.3K | $12.44M | 2.9% | −921 | Reduced |
| 9 | Caterpillar Inc | 15.8K | $11.17M | 2.6% | −552 | Reduced |
| 10 | Amazon Com Inc | 48.3K | $10.07M | 2.4% | −1.0K | Reduced |
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