Ipswich Investment Management Co., Inc. holds a diversified book of 190 stocks worth $473.6M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened ExxonMobil Holdings Corp Com SHS and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1463753/holdings"
Use Arkolith to show Ipswich Investment Management Co., Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
89% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $24.0M | 83.1K | 5.1% | ▼−1.2% Reduced · −1K sh | |
| 2 | Microsoft Corp COM | $23.3M | 62.4K | 4.9% | ▲+1.3% Added · +800 sh | |
| 3 | Alphabet Inc CAP STK CL A | $19.6M | 54.7K | 4.1% | ▼−1.5% Reduced · −815 sh | |
| 4 | Caterpillar Inc COM | $16.6M | 15.6K | 3.5% | ▼−0.9% Reduced · −142 sh | |
| 5 | Ishares TR RUSSELL 3000 ETF | $15.8M | 36.9K | 3.3% | ▲+0.3% Added · +106 sh | |
| 6 | JPMorgan Chase & Co COM | $14.2M | 43.3K | 3.0% | ▼−3.4% Reduced · −2K sh | |
| 7 | Nvidia Corporation COM | $13.9M | 69.3K | 2.9% | ▼−2.9% Reduced · −2K sh | |
| 8 | Costco Wholesale Corporation COM | $12.9M | 13.8K | 2.7% | ▼−2.0% Reduced · −278 sh | |
| 9 | ExxonMobil Holdings Corp Com SHS Stock | $12.3M | 89.9K | 2.6% | ▲New New position | |
| 10 | Palo Alto Networks Inc COM | $11.5M | 33.8K | 2.4% | ▼−2.0% Reduced · −682 sh | |
| 11 | Amazon Com Inc COM | $11.3M | 47.3K | 2.4% | ▼−2.0% Reduced · −982 sh | |
| 12 | ASML Hldg NV N Y REGISTRY SHS | $11.0M | 5.5K | 2.3% | ▼−2.9% Reduced · −166 sh | |
| 13 | Texas Instrs Inc COM | $10.2M | 34.1K | 2.1% | ▼−7.4% Reduced · −3K sh | |
| 14 | Johnson & Johnson COM | $9.5M | 37.3K | 2.0% | ▲+1.0% Added · +382 sh | |
| 15 | Visa Inc COM CL A | $8.8M | 25.6K | 1.9% | ▼−4.0% Reduced · −1K sh | |
| 16 | Progressive Corp COM | $8.5M | 39.0K | 1.8% | ▲+21% Added · +7K sh | |
| 17 | Eli Lilly & Co COM | $8.1M | 6.7K | 1.7% | ▲+6.8% Added · +430 sh | |
| 18 | TJX Cos Inc New COM | $7.5M | 49.5K | 1.6% | ▲+6.1% Added · +3K sh | |
| 19 | Watsco Inc COM | $6.8M | 16.4K | 1.4% | ▲+0.6% Added · +102 sh | |
| 20 | Linde PLC SHS | $6.2M | 12.0K | 1.3% | ▼−4.5% Reduced · −562 sh | |
| 21 | Merck & Co Inc COM | $6.0M | 46.9K | 1.3% | —Held | |
| 22 | Texas Pacific Land Corporati COM | $5.9M | 13.4K | 1.2% | ▲+6.7% Added · +844 sh | |
| 23 | Chevron Corporation COM | $5.9M | 35.4K | 1.2% | ▼−3.3% Reduced · −1K sh | |
| 24 | Procter & Gamble Co COM | $5.7M | 38.9K | 1.2% | ▲+7.2% Added · +3K sh | |
| 25 | Amgen Inc COM | $5.5M | 15.2K | 1.2% | ▼−3.7% Reduced · −586 sh | |
| 26 | Oneok Inc New COM | $5.5M | 63.0K | 1.2% | ▲+6.1% Added · +4K sh | |
| 27 | Alphabet Inc CAP STK CL C | $5.4M | 15.4K | 1.1% | ▲+0.3% Added · +40 sh | |
| 28 | Marsh & McLennan Cos Inc COM | $5.3M | 32.1K | 1.1% | ▼−10% Reduced · −4K sh | |
| 29 | Chubb Limited COM | $5.3M | 15.7K | 1.1% | ▼−4.4% Reduced · −727 sh | |
| 30 | Applied Matls Inc COM | $5.3M | 7.4K | 1.1% | —Held | |
| 31 | Ishares TR CORE S&P500 ETF | $5.2M | 7.0K | 1.1% | ▲+22% Added · +1K sh | |
| 32 | Amrize Ltd SHS | $4.3M | 80.7K | 0.9% | ▲+3.7% Added · +3K sh | |
| 33 | Cameco Corp COM | $4.3M | 41.8K | 0.9% | ▲+0.2% Added · +91 sh | |
| 34 | Coca Cola Co COM | $3.3M | 40.4K | 0.7% | ▲+5.9% Added · +2K sh | |
| 35 | Ge Aerospace COM NEW | $3.2M | 8.4K | 0.7% | ▼−1.5% Reduced · −133 sh | |
| 36 | Cummins Inc COM | $3.2M | 4.4K | 0.7% | ▼−4.4% Reduced · −205 sh | |
| 37 | International Business Machs COM | $3.0M | 10.7K | 0.6% | ▼−0.3% Reduced · −28 sh | |
| 38 | Abbvie Inc COM | $3.0M | 11.9K | 0.6% | ▲+1.7% Added · +200 sh | |
| 39 | Netflix Inc. COM | $2.8M | 39.7K | 0.6% | ▲+15% Added · +5K sh | |
| 40 | Brookfield Infrastructure Co COM SUB VTG A | $2.7M | 71.0K | 0.6% | ▼−11% Reduced · −9K sh | |
| 41 | Advanced Micro Devices Inc COM | $2.7M | 4.6K | 0.6% | —Held | |
| 42 | Novartis AG SPONSORED ADR | $2.6M | 16.6K | 0.5% | ▲+20% Added · +3K sh | |
| 43 | Pepsico Inc COM | $2.6M | 19.2K | 0.5% | ▼−1.6% Reduced · −312 sh | |
| 44 | Bank Nova Scotia B C COM | $2.6M | 29.7K | 0.5% | ▲+7.2% Added · +2K sh | |
| 45 | RTX Corporation COM | $2.5M | 13.4K | 0.5% | ▼−0.8% Reduced · −116 sh | |
| 46 | Ge Vernova Inc COM | $2.5M | 2.1K | 0.5% | ▼−1.5% Reduced · −33 sh | |
| 47 | Union Pac Corp COM | $2.5M | 9.1K | 0.5% | ▲+1.2% Added · +110 sh | |
| 48 | Emerson Elec Co COM | $2.5M | 17.3K | 0.5% | —Held | |
| 49 | Novo-Nordisk A S ADR | $2.4M | 50.4K | 0.5% | ▲+16% Added · +7K sh | |
| 50 | Steris PLC SHS USD | $2.4M | 11.5K | 0.5% | ▼−1.8% Reduced · −215 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 190 | $473.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 185 | $425.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 185 | $431.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 185 | $428.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 185 | $414.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 186 | $403.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 186 | $415.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 192 | $431.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.