Investor Details
| Filer Name: | IPSWICH INVESTMENT MANAGEMENT CO., INC. |
|---|---|
| CIK: | 1463753 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-03 |
| Number of Holdings: | 186 |
| Portfolio Value: | $0.42B |
Ipswich Investment Management Co., Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| MSFT | US | MICROSOFT CORP | 64,644 | $27M | 6.56% | -0.6% | - |
| AAPL | US | APPLE INC | 88,688 | $22M | 5.34% | -1.8% | - |
| COST | US | COSTCO WHOLESALE CORP | 15,674 | $14M | 3.46% | -4.9% | - |
| IWV | US | ISHARES RUSSELL 3000 ETF | 38,699 | $13M | 3.11% | 3.8% | - |
| GOOGL | US | ALPHABET INC-CL A | 61,894 | $12M | 2.82% | 1.8% | - |
| JPM | US | JPMORGAN CHASE & CO | 45,155 | $11M | 2.60% | -0.3% | - |
| AMZN | US | AMAZON.COM INC | 48,969 | $11M | 2.58% | 0.3% | - |
| XOM | US | EXXON MOBIL CORP | 96,597 | $10M | 2.50% | -0.1% | - |
| NVDA | US | NVIDIA CORP | 75,072 | $10M | 2.43% | -2.2% | - |
| V | US | VISA INC-CLASS A SHARES | 27,618 | $9M | 2.10% | 2.3% | - |
| PGR | US | PROGRESSIVE CORP | 36,132 | $9M | 2.08% | -3.2% | - |
| ACN | US | ACCENTURE PLC-CL A | 23,844 | $8M | 2.02% | -0.6% | - |
| WSO | US | WATSCO INC | 17,540 | $8M | 2.00% | 0.1% | - |
| PG | US | PROCTER & GAMBLE CO/THE | 46,225 | $8M | 1.86% | -6.1% | - |
| TXN | US | TEXAS INSTRUMENTS INC | 39,633 | $7M | 1.79% | -0.1% | - |
| MMC | US | MARSH & MCLENNAN COS | 33,609 | $7M | 1.72% | -0.4% | - |
| OKE | US | ONEOK INC | 64,430 | $6M | 1.56% | 3.9% | - |
| CAT | US | CATERPILLAR INC | 17,691 | $6M | 1.54% | -0.1% | - |
| JNJ | US | JOHNSON & JOHNSON | 42,300 | $6M | 1.47% | -1.3% | - |
| TJX | US | TJX COMPANIES INC | 49,761 | $6M | 1.45% | -2.7% | - |