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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BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:16.7K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$403.0M)

ORACLE CORP

ORCL|68389X105

Shares:7.2K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$403.0M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:4.0K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$403.0M)

Salesforce, Inc.

CRM|79466L302

Shares:3.7K

Value:$992.4K

% of Portfolio:0.2% ($992.4K/$403.0M)

464287804

IJR|464287804

Shares:9.4K

Value:$985.9K

% of Portfolio:0.2% ($985.9K/$403.0M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:4.7K

Value:$975.0K

% of Portfolio:0.2% ($975.0K/$403.0M)

QUALCOMM INC/DE

QCOM|747525103

Shares:6.2K

Value:$957.5K

% of Portfolio:0.2% ($957.5K/$403.0M)

ROSS STORES, INC.

ROST|778296103

Shares:7.4K

Value:$946.4K

% of Portfolio:0.2% ($946.4K/$403.0M)

TARGET CORP

TGT|87612E106

Shares:9.1K

Value:$944.7K

% of Portfolio:0.2% ($944.7K/$403.0M)

CROWN CASTLE INC.

CCI|22822V101

Shares:9.0K

Value:$943.0K

% of Portfolio:0.2% ($943.0K/$403.0M)

Cigna Group

CI|125523100

Shares:2.9K

Value:$942.3K

% of Portfolio:0.2% ($942.3K/$403.0M)

ADOBE INC.

ADBE|00724F101

Shares:2.4K

Value:$912.4K

% of Portfolio:0.2% ($912.4K/$403.0M)

464287507

IJH|464287507

Shares:15.1K

Value:$880.8K

% of Portfolio:0.2% ($880.8K/$403.0M)

SYSCO CORP

SYY|871829107

Shares:11.5K

Value:$863.1K

% of Portfolio:0.2% ($863.1K/$403.0M)

EVEREST GROUP, LTD.

EG|G3223R108

Shares:2.4K

Value:$853.8K

% of Portfolio:0.2% ($853.8K/$403.0M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:11.9K

Value:$847.0K

% of Portfolio:0.2% ($847.0K/$403.0M)

CRISPR Therapeutics AG

CRSP|H17182108

Shares:24.5K

Value:$835.2K

% of Portfolio:0.2% ($835.2K/$403.0M)

AFLAC INC

AFL|001055102

Shares:7.4K

Value:$823.9K

% of Portfolio:0.2% ($823.9K/$403.0M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:23.1K

Value:$789.6K

% of Portfolio:0.2% ($789.6K/$403.0M)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:6.7K

Value:$741.8K

% of Portfolio:0.2% ($741.8K/$403.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	16.7K	QoQ -10.22% (-1.9K) YoY -17.70% (-3.6K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$403.0M)	QoQ -3.19% (-$33.7K) YoY -7.44% (-$81.9K)
ORACLE CORP(ORCLcusip68389X105)	7.2K	QoQ -0.34% (-25) YoY -0.30% (-22)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$403.0M)	QoQ -16.39% (-$197.4K) YoY +10.96% (-$99.5K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	4.0K	QoQ -13.66% (-641) YoY -75.59% (-12.5K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$403.0M)	QoQ -15.55% (-$185.0K) YoY -77.44% (-$3.4M)
Salesforce, Inc.(CRMcusip79466L302)	3.7K	QoQ +3.35% (-120) YoY +2.46% (-89)	All Managers (Combined)	$992.4K	0.2% ($992.4K/$403.0M)	QoQ -17.03% (-$203.8K) YoY -8.69% (-$94.6K)
(IJRcusip464287804)	9.4K	QoQ +3.85% (-350) YoY +57.10% (+3.4K)	All Managers (Combined)	$985.9K	0.2% ($985.9K/$403.0M)	QoQ -5.74% (-$60.1K) YoY +48.64% (+$322.7K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	4.7K	QoQ -49.06% (-4.5K) YoY -53.35% (-5.3K)	All Managers (Combined)	$975.0K	0.2% ($975.0K/$403.0M)	QoQ -49.30% (-$948.0K) YoY -54.17% (-$1.2M)
QUALCOMM INC/DE(QCOMcusip747525103)	6.2K	QoQ -0.55% (-35) YoY -0.79% (-50)	All Managers (Combined)	$957.5K	0.2% ($957.5K/$403.0M)	QoQ -0.56% (-$5.4K) YoY -9.98% (-$106.3K)
ROSS STORES, INC.(ROSTcusip778296103)	7.4K	QoQ -0.67% (-50) YoY -6.66% (-529)	All Managers (Combined)	$946.4K	0.2% ($946.4K/$403.0M)	QoQ -16.08% (-$181.5K) YoY -18.73% (-$218.1K)
TARGET CORP(TGTcusip87612E106)	9.1K	QoQ -5.92% (-570) YoY -7.77% (-763)	All Managers (Combined)	$944.7K	0.2% ($944.7K/$403.0M)	QoQ -27.37% (-$356.0K) YoY -45.68% (-$794.6K)
CROWN CASTLE INC.(CCIcusip22822V101)	9.0K	QoQ -3.46% (-325) YoY -73.96% (-25.7K)	All Managers (Combined)	$943.0K	0.2% ($943.0K/$403.0M)	QoQ +10.85% (-$92.4K) YoY -74.35% (-$2.7M)
Cigna Group(CIcusip125523100)	2.9K	QoQ 0.00% (+0) YoY -1.71% (-50)	All Managers (Combined)	$942.3K	0.2% ($942.3K/$403.0M)	QoQ +19.14% (+$151.4K) YoY -10.96% (-$116.1K)
ADOBE INC.(ADBEcusip00724F101)	2.4K	QoQ +1.10% (-26) YoY +39.61% (+675)	All Managers (Combined)	$912.4K	0.2% ($912.4K/$403.0M)	QoQ -12.79% (-$133.9K) YoY +6.11% (+$52.6K)
(IJHcusip464287507)	15.1K	QoQ -0.33% (-50) YoY -8.26% (-1.4K)	All Managers (Combined)	$880.8K	0.2% ($880.8K/$403.0M)	QoQ -6.66% (-$62.9K) YoY -11.87% (-$118.7K)
SYSCO CORP(SYYcusip871829107)	11.5K	QoQ -0.56% (-65) YoY -0.86% (-100)	All Managers (Combined)	$863.1K	0.2% ($863.1K/$403.0M)	QoQ -2.40% (-$21.3K) YoY -8.36% (-$78.7K)
EVEREST GROUP, LTD.(EGcusipG3223R108)	2.4K	QoQ +11.90% (+250) YoY NEW(+2.4K)	All Managers (Combined)	$853.8K	0.2% ($853.8K/$403.0M)	QoQ +12.17% (+$92.7K) YoY NEW(+$853.8K)
NEXTERA ENERGY INC(NEEcusip65339F101)	11.9K	QoQ -4.74% (-595) YoY -24.16% (-3.8K)	All Managers (Combined)	$847.0K	0.2% ($847.0K/$403.0M)	QoQ -5.80% (-$52.2K) YoY -15.88% (-$159.9K)
CRISPR Therapeutics AG(CRSPcusipH17182108)	24.5K	QoQ -2.94% (-745) YoY -1.21% (-302)	All Managers (Combined)	$835.2K	0.2% ($835.2K/$403.0M)	QoQ -16.08% (-$160.1K) YoY -50.68% (-$858.2K)
AFLAC INC(AFLcusip001055102)	7.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$823.9K	0.2% ($823.9K/$403.0M)	QoQ +7.49% (+$57.4K) YoY +29.50% (+$187.7K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	23.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$789.6K	0.2% ($789.6K/$403.0M)	QoQ +8.86% (+$64.3K) YoY +16.99% (+$114.7K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	6.7K	QoQ -13.03% (-1.0K) YoY -21.76% (-1.9K)	All Managers (Combined)	$741.8K	0.2% ($741.8K/$403.0M)	QoQ -8.56% (-$69.5K) YoY -17.43% (-$156.6K)