Ipswich-Investment-Management-Co

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AKAM",
  "MU",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "RIG",
  "AXP",
  "ASML",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "ARCC",
  "WRB",
  "CCI",
  "CMI",
  "DUK",
  "EQNR",
  "EXPD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "RPM",
  "UNP",
  "QCOM",
  "ISRG",
  "AGM",
  "ITW",
  "AMAT",
  "EMR",
  "ICE",
  "META",
  null,
  "IJH",
  null,
  "LHX",
  "LRCX",
  "LIN",
  "MPC",
  "MMC",
  "PWR",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "FICO",
  "GE",
  "GXO",
  "NVS",
  "ORLY",
  "HSY",
  "IJR",
  "ORCL",
  "OKE",
  "PANW",
  "PEP",
  "PGR",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "GEHC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
  "SHW",
  "SLB",
  "ROST",
  "SHEL",
  "RTX",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "UPS",
  "NEM",
  "RCL",
  "IWV",
  "VIG",
  "TTE",
  "GSK",
  "DD",
  "VRTX",
  "EW",
  "MEDP",
  "SAIA",
  "AFL",
  "AMD",
  "FI",
  "DOV",
  "WSO",
  "WM",
  "FTNT",
  "EFX",
  "TTC",
  "FURY",
  "LB",
  "IDXX",
  "BIPC",
  "NVO",
  "AMZN",
  "TPL",
  "VLTO",
  "VRSN",
  "V",
  "WAT",
  "WFC",
  "JKHY",
  "LH",
  "SO",
  "OTIS",
  "PSX",
  "SSD",
  "CRM",
  "SYY",
  "DIA",
  "GEV",
  "EG",
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "BNS",
  "BMO",
  "BRK-B",
  "BAX",
  "BMY",
  "BTI",
  "BR",
  "CCJ",
  "CAC",
  "LEU",
  "CVX",
  "CB",
  "CMG",
  "CHD",
  "CME",
  "KO",
  "CCEP",
  "CCOI",
  "CL",
  "COP",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CRSP",
  "CVS",
  "DHR",
  "DE",
  null,
  "EFA",
  "MCO",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "MO",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 186
Total Value: 402952109
Accession Number: 0001398344-25-007204
Form Type: 13F-HR
CIK: ipswich-investment-management-co
Manager Name: Ipswich-Investment-Management-Co

Data Enrichment

98% identified

183 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

186 positions • $403.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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CVS HEALTH Corp

CVS|126650100

Shares:3.0K

Value:$205.9K

% of Portfolio:0.1% ($205.9K/$403.0M)

BERKLEY W R CORP

WRB|084423102

Shares:2.9K

Value:$204.7K

% of Portfolio:0.1% ($204.7K/$403.0M)

BAXTER INTERNATIONAL INC

BAX|071813109

Shares:5.9K

Value:$203.5K

% of Portfolio:0.1% ($203.5K/$403.0M)

MOODYS CORP /DE/

MCO|615369105

Shares:435

Value:$202.6K

% of Portfolio:0.1% ($202.6K/$403.0M)

Transocean Ltd.

RIG|H8817H100

Shares:14.5K

Value:$46.0K

% of Portfolio:0.0% ($46.0K/$403.0M)

FURY GOLD MINES LTD

FURY|36117T100

Shares:11.0K

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$403.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CVS HEALTH Corp(CVScusip126650100)	3.0K	QoQ NEW(+3.0K) YoY -3.18% (-100)	All Managers (Combined)	$205.9K	0.1% ($205.9K/$403.0M)	QoQ NEW(+$205.9K) YoY -17.76% (-$44.5K)
BERKLEY W R CORP(WRBcusip084423102)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$204.7K	0.1% ($204.7K/$403.0M)	QoQ NEW(+$204.7K) YoY NEW(+$204.7K)
BAXTER INTERNATIONAL INC(BAXcusip071813109)	5.9K	QoQ NEW(+5.9K) YoY -24.44% (-1.9K)	All Managers (Combined)	$203.5K	0.1% ($203.5K/$403.0M)	QoQ NEW(+$203.5K) YoY -39.48% (-$132.8K)
MOODYS CORP /DE/(MCOcusip615369105)	435	QoQ NEW(+435) YoY NEW(+435)	All Managers (Combined)	$202.6K	0.1% ($202.6K/$403.0M)	QoQ NEW(+$202.6K) YoY NEW(+$202.6K)
Transocean Ltd.(RIGcusipH8817H100)	14.5K	QoQ -6.45% (-1.0K) YoY 0.00% (-0)	All Managers (Combined)	$46.0K	0.0% ($46.0K/$403.0M)	QoQ -20.92% (-$12.2K) YoY -49.52% (-$45.1K)
FURY GOLD MINES LTD(FURYcusip36117T100)	11.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$4.3K	0.0% ($4.3K/$403.0M)	QoQ +6.73% (+$274) YoY -5.91% (-$273)