Ipswich Investment Management Co., Inc.
•CIK: 1463753•Filing: Q4 2025
**Ipswich Investment Management Co., Inc.** manages $432M across a diversified portfolio of 185 positions. The fund exhibits significant concentration in mega-cap technology and financial names, notably holding MSFT at $30.0M and AAPL at $23.1M. Further allocations include substantial positions in GOOGL ($18.5M), JPM ($14.5M), and NVDA ($13.5M). This structure suggests a core focus on established market leaders across technology, consumer staples, and industrials.
Total AUM
$431.8M
QoQ Performance
+0.9%
Positions
177
Top 10 Concentration
36.7%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
AAPL
MSFT6.9%
AAPL5.4%
GOOGL4.3%
IWV3.4%
JPM3.4%
NVDA3.1%
COST2.9%
AMZN2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other37.2%
Technology26.2%
Healthcare8.3%
Financial7.7%
Consumer6.9%
Industrial4.8%
Energy2.7%
Consumer Staples1.6%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW7 new positions
↑37 increased
↓81 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023