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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UNITED PARCEL SERVICE INC

UPS|911312106

Shares:2.4K

Value:$266.7K

% of Portfolio:0.1% ($266.7K/$403.0M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:3.3K

Value:$262.7K

% of Portfolio:0.1% ($262.7K/$403.0M)

Medpace Holdings, Inc.

MEDP|58506Q109

Shares:855

Value:$260.5K

% of Portfolio:0.1% ($260.5K/$403.0M)

ARES CAPITAL CORP

ARCC|04010L103

Shares:11.4K

Value:$253.7K

% of Portfolio:0.1% ($253.7K/$403.0M)

CME GROUP INC.

CME|12572Q105

Shares:950

Value:$252.0K

% of Portfolio:0.1% ($252.0K/$403.0M)

AKAMAI TECHNOLOGIES INC

AKAM|00971T101

Shares:3.1K

Value:$245.6K

% of Portfolio:0.1% ($245.6K/$403.0M)

lululemon athletica inc.

LULU|550021109

Shares:845

Value:$239.2K

% of Portfolio:0.1% ($239.2K/$403.0M)

Marathon Petroleum Corp

MPC|56585A102

Shares:1.6K

Value:$236.7K

% of Portfolio:0.1% ($236.7K/$403.0M)

LAM RESEARCH CORP

LRCX|512807306

Shares:3.3K

Value:$236.3K

% of Portfolio:0.1% ($236.3K/$403.0M)

EQUIFAX INC

EFX|294429105

Shares:964

Value:$234.8K

% of Portfolio:0.1% ($234.8K/$403.0M)

579780107

Shares:2.8K

Value:$233.5K

% of Portfolio:0.1% ($233.5K/$403.0M)

TORO CO

TTC|891092108

Shares:3.2K

Value:$231.0K

% of Portfolio:0.1% ($231.0K/$403.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:411

Value:$229.9K

% of Portfolio:0.1% ($229.9K/$403.0M)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:1.9K

Value:$227.3K

% of Portfolio:0.1% ($227.3K/$403.0M)

DOVER Corp

DOV|260003108

Shares:1.3K

Value:$226.1K

% of Portfolio:0.1% ($226.1K/$403.0M)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:535

Value:$224.7K

% of Portfolio:0.1% ($224.7K/$403.0M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.5K

Value:$220.2K

% of Portfolio:0.1% ($220.2K/$403.0M)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:844

Value:$214.5K

% of Portfolio:0.1% ($214.5K/$403.0M)

BROWN & BROWN, INC.

BRO|115236101

Shares:1.7K

Value:$210.2K

% of Portfolio:0.1% ($210.2K/$403.0M)

464288646

Shares:4.0K

Value:$209.5K

% of Portfolio:0.1% ($209.5K/$403.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITED PARCEL SERVICE INC(UPScusip911312106)	2.4K	QoQ 0.00% (-0) YoY -17.34% (-509)	All Managers (Combined)	$266.7K	0.1% ($266.7K/$403.0M)	QoQ -12.77% (-$39.1K) YoY -38.83% (-$169.4K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	3.3K	QoQ 0.00% (+0) YoY -4.48% (-153)	All Managers (Combined)	$262.7K	0.1% ($262.7K/$403.0M)	QoQ +3.23% (+$8.2K) YoY -15.20% (-$47.1K)
Medpace Holdings, Inc.(MEDPcusip58506Q109)	855	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$260.5K	0.1% ($260.5K/$403.0M)	QoQ -8.28% (-$23.5K) YoY -24.60% (-$85.0K)
ARES CAPITAL CORP(ARCCcusip04010L103)	11.4K	QoQ 0.00% (+0) YoY -12.09% (-1.6K)	All Managers (Combined)	$253.7K	0.1% ($253.7K/$403.0M)	QoQ +1.23% (+$3.1K) YoY -6.43% (-$17.4K)
CME GROUP INC.(CMEcusip12572Q105)	950	QoQ NEW(+950) YoY NEW(+950)	All Managers (Combined)	$252.0K	0.1% ($252.0K/$403.0M)	QoQ NEW(+$252.0K) YoY NEW(+$252.0K)
AKAMAI TECHNOLOGIES INC(AKAMcusip00971T101)	3.1K	QoQ 0.00% (-0) YoY -41.37% (-2.2K)	All Managers (Combined)	$245.6K	0.1% ($245.6K/$403.0M)	QoQ -15.83% (-$46.2K) YoY -56.60% (-$320.4K)
lululemon athletica inc.(LULUcusip550021109)	845	QoQ +4.32% (-35) YoY +4.32% (-35)	All Managers (Combined)	$239.2K	0.1% ($239.2K/$403.0M)	QoQ -22.78% (-$70.6K) YoY -24.41% (-$77.2K)
Marathon Petroleum Corp(MPCcusip56585A102)	1.6K	QoQ 0.00% (+0) YoY -13.88% (-262)	All Managers (Combined)	$236.7K	0.1% ($236.7K/$403.0M)	QoQ +4.43% (+$10.1K) YoY -37.73% (-$143.5K)
LAM RESEARCH CORP(LRCXcusip512807306)	3.3K	QoQ 0.00% (+0) YoY NEW(+3.3K)	All Managers (Combined)	$236.3K	0.1% ($236.3K/$403.0M)	QoQ +0.65% (+$1.5K) YoY NEW(+$236.3K)
EQUIFAX INC(EFXcusip294429105)	964	QoQ 0.00% (-0) YoY +19.90% (+160)	All Managers (Combined)	$234.8K	0.1% ($234.8K/$403.0M)	QoQ -4.42% (-$10.9K) YoY +9.16% (+$19.7K)
(cusip579780107)✕	2.8K	QoQ 0.00% (+0) YoY -67.66% (-6.0K)	All Managers (Combined)	$233.5K	0.1% ($233.5K/$403.0M)	QoQ +8.24% (+$17.8K) YoY -65.72% (-$447.9K)
TORO CO(TTCcusip891092108)	3.2K	QoQ 0.00% (-0) YoY -13.60% (-500)	All Managers (Combined)	$231.0K	0.1% ($231.0K/$403.0M)	QoQ -9.17% (-$23.3K) YoY -31.40% (-$105.8K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	411	QoQ -68.64% (-900) YoY -68.43% (-891)	All Managers (Combined)	$229.9K	0.1% ($229.9K/$403.0M)	QoQ -70.07% (-$538.4K) YoY -66.24% (-$451.1K)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	1.9K	QoQ 0.00% (+0) YoY -18.53% (-430)	All Managers (Combined)	$227.3K	0.1% ($227.3K/$403.0M)	QoQ +8.55% (+$17.9K) YoY -19.41% (-$54.8K)
DOVER Corp(DOVcusip260003108)	1.3K	QoQ 0.00% (-0) YoY -13.44% (-200)	All Managers (Combined)	$226.1K	0.1% ($226.1K/$403.0M)	QoQ -6.35% (-$15.3K) YoY -14.18% (-$37.4K)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	535	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$224.7K	0.1% ($224.7K/$403.0M)	QoQ +1.57% (+$3.5K) YoY -22.22% (-$64.2K)
KIMBERLY CLARK CORP(KMBcusip494368103)	1.5K	QoQ 0.00% (+0) YoY -3.73% (-60)	All Managers (Combined)	$220.2K	0.1% ($220.2K/$403.0M)	QoQ +8.53% (+$17.3K) YoY +5.84% (-$12.2K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	844	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$214.5K	0.1% ($214.5K/$403.0M)	QoQ -19.57% (-$52.2K) YoY -2.16% (-$4.7K)
BROWN & BROWN, INC.(BROcusip115236101)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$210.2K	0.1% ($210.2K/$403.0M)	QoQ NEW(+$210.2K) YoY NEW(+$210.2K)
(cusip464288646)✕	4.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$209.5K	0.1% ($209.5K/$403.0M)	QoQ +1.29% (+$2.7K) YoY +2.12% (+$4.4K)