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:

Search and click to pin securities to the top

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COGENT COMMUNICATIONS HOLDINGS, INC.

CCOI|19239V302

Shares:42.7K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$403.0M)

UNION PACIFIC CORP

UNP|907818108

Shares:10.7K

Value:$2.5M

% of Portfolio:0.6% ($2.5M/$403.0M)

Alphabet Inc.

GOOG|02079K107

Shares:15.8K

Value:$2.5M

% of Portfolio:0.6% ($2.5M/$403.0M)

Simpson Manufacturing Co., Inc.

SSD|829073105

Shares:15.0K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$403.0M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:21.3K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$403.0M)

CAMECO CORP

CCJ|13321L108

Shares:56.6K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$403.0M)

Duke Energy CORP

DUK|26441C204

Shares:18.0K

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$403.0M)

NOVARTIS AG

NVS|66987V109

Shares:19.5K

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$403.0M)

ABBOTT LABORATORIES

ABT|002824100

Shares:16.0K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$403.0M)

MCDONALDS CORP

MCD|580135101

Shares:6.5K

Value:$2.0M

% of Portfolio:0.5% ($2.0M/$403.0M)

3M CO

MMM|88579Y101

Shares:13.6K

Value:$2.0M

% of Portfolio:0.5% ($2.0M/$403.0M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:6.3K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$403.0M)

RTX Corp

RTX|75513E101

Shares:14.3K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$403.0M)

CUMMINS INC

CMI|231021106

Shares:5.8K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$403.0M)

FAIR ISAAC CORP

FICO|303250104

Shares:987

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$403.0M)

CAMDEN NATIONAL CORP

CAC|133034108

Shares:43.4K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$403.0M)

GENERAL ELECTRIC CO

GE|369604301

Shares:8.6K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$403.0M)

EQUINOR ASA

EQNR|29446M102

Shares:61.9K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$403.0M)

Shell plc

SHEL|780259305

Shares:21.3K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$403.0M)

HOME DEPOT, INC.

HD|437076102

Shares:4.1K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$403.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COGENT COMMUNICATIONS HOLDINGS, INC.(CCOIcusip19239V302)	42.7K	QoQ +0.61% (-260) YoY +9.33% (+3.6K)	All Managers (Combined)	$2.6M	0.7% ($2.6M/$403.0M)	QoQ -19.96% (-$653.5K) YoY +2.60% (+$66.6K)
UNION PACIFIC CORP(UNPcusip907818108)	10.7K	QoQ -37.96% (-6.6K) YoY -67.38% (-22.2K)	All Managers (Combined)	$2.5M	0.6% ($2.5M/$403.0M)	QoQ -35.73% (-$1.4M) YoY -68.67% (-$5.6M)
Alphabet Inc.(GOOGcusip02079K107)	15.8K	QoQ +3.31% (-505) YoY -0.53% (-84)	All Managers (Combined)	$2.5M	0.6% ($2.5M/$403.0M)	QoQ -15.24% (-$442.7K) YoY +2.06% (-$49.7K)
Simpson Manufacturing Co., Inc.(SSDcusip829073105)	15.0K	QoQ +14.53% (+1.9K) YoY NEW(+15.0K)	All Managers (Combined)	$2.4M	0.6% ($2.4M/$403.0M)	QoQ +8.48% (+$184.2K) YoY NEW(+$2.4M)
EMERSON ELECTRIC CO(EMRcusip291011104)	21.3K	QoQ 0.00% (-0) YoY -12.52% (-3.0K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$403.0M)	QoQ -11.53% (-$304.5K) YoY -15.43% (-$426.5K)
CAMECO CORP(CCJcusip13321L108)	56.6K	QoQ -2.34% (-1.4K) YoY NEW(+56.6K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$403.0M)	QoQ -21.78% (-$649.0K) YoY NEW(+$2.3M)
Duke Energy CORP(DUKcusip26441C204)	18.0K	QoQ +1.20% (+215) YoY -0.88% (-161)	All Managers (Combined)	$2.2M	0.5% ($2.2M/$403.0M)	QoQ +14.57% (+$279.1K) YoY +25.00% (-$438.8K)
NOVARTIS AG(NVScusip66987V109)	19.5K	QoQ -3.78% (-765) YoY -3.78% (-765)	All Managers (Combined)	$2.2M	0.5% ($2.2M/$403.0M)	QoQ +10.22% (-$201.3K) YoY +10.88% (-$213.1K)
ABBOTT LABORATORIES(ABTcusip002824100)	16.0K	QoQ -11.15% (-2.0K) YoY -55.98% (-20.4K)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$403.0M)	QoQ +4.19% (-$85.6K) YoY -48.63% (-$2.0M)
MCDONALDS CORP(MCDcusip580135101)	6.5K	QoQ -3.19% (-215) YoY -19.69% (-1.6K)	All Managers (Combined)	$2.0M	0.5% ($2.0M/$403.0M)	QoQ +4.30% (-$83.9K) YoY -11.02% (-$251.8K)
3M CO(MMMcusip88579Y101)	13.6K	QoQ 0.00% (+0) YoY -12.78% (-2.0K)	All Managers (Combined)	$2.0M	0.5% ($2.0M/$403.0M)	QoQ +13.76% (+$241.7K) YoY +20.76% (-$343.4K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	6.3K	QoQ -16.76% (-1.3K) YoY -16.81% (-1.3K)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$403.0M)	QoQ -13.12% (-$289.9K) YoY +1.76% (-$33.2K)
RTX Corp(RTXcusip75513E101)	14.3K	QoQ 0.00% (+0) YoY -6.52% (-996)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$403.0M)	QoQ +14.46% (+$238.8K) YoY +26.95% (-$401.1K)
CUMMINS INC(CMIcusip231021106)	5.8K	QoQ 0.00% (-0) YoY -7.37% (-463)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$403.0M)	QoQ -10.08% (-$204.3K) YoY -1.47% (-$27.2K)
FAIR ISAAC CORP(FICOcusip303250104)	987	QoQ +9.66% (+87) YoY -24.94% (-328)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$403.0M)	QoQ +1.58% (+$28.3K) YoY +10.76% (-$176.9K)
CAMDEN NATIONAL CORP(CACcusip133034108)	43.4K	QoQ -8.04% (-3.8K) YoY -33.72% (-22.1K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$403.0M)	QoQ -12.93% (-$261.0K) YoY -19.98% (-$438.9K)
GENERAL ELECTRIC CO(GEcusip369604301)	8.6K	QoQ 0.00% (+0) YoY -6.61% (-608)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$403.0M)	QoQ +20.00% (+$286.3K) YoY +6.48% (-$104.6K)
EQUINOR ASA(EQNRcusip29446M102)	61.9K	QoQ +2.05% (+1.2K) YoY -34.26% (-32.3K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$403.0M)	QoQ +13.94% (+$200.3K) YoY -35.67% (-$908.0K)
Shell plc(SHELcusip780259305)	21.3K	QoQ +6.72% (+1.3K) YoY -5.15% (-1.2K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$403.0M)	QoQ +24.83% (+$311.2K) YoY +3.67% (-$55.4K)
HOME DEPOT, INC.(HDcusip437076102)	4.1K	QoQ -1.10% (-46) YoY -2.04% (-86)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$403.0M)	QoQ -6.82% (-$110.5K) YoY -6.41% (-$103.4K)