Ipswich Investment Management Co., Inc. holds a diversified book of 190 stocks worth $473.6M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the equity book.
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.
92% 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Ipswich Investment Management Co., Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Arax Advisory Partners | 80 / 80 | $3.6B |
| BlackRock, Inc. | 79 / 80 | $2.4T |
| FMR LLC | 79 / 80 | $778.5B |
| Morgan Stanley | 79 / 80 | $563.3B |
| JPMorgan Chase & Co | 79 / 80 | $513.5B |
| Bank Of America Corp | 79 / 80 | $367.2B |
| Northern Trust Corp | 79 / 80 | $319.5B |
| Goldman Sachs Group Inc | 79 / 80 | $247.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Ipswich Investment Management Co., Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
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, filed up to 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.