Ipswich Investment Management Co., Inc. Diversified Active

CIK: 0001463753 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jan 16, 2014

Total Value ($000): $239,458 (100.0% shares, 0.0% debt)

Holdings (143)

XOM EXXON MOBIL CORPORATION 5.6%
Value ($000) $13,339 Shares 131,806 Est. Cost $53.69 Unrealized +4.2%
SLB SCHLUMBERGER LTD F 2.8%
Value ($000) $6,631 Shares 73,582 Est. Cost $52.90 Unrealized +23.0%
CVX CHEVRON CORPORATION 2.6%
Value ($000) $6,227 Shares 49,839 Est. Cost $71.30 Unrealized +1.7%
GENERAL ELECTRIC COMPANY 2.5%
Value ($000) $5,996 Shares 213,948 Est. Cost $25.31 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $5,807 Shares 155,238 Est. Cost $26.70 Unrealized +12.4%
NVS NOVARTIS AG 2.3%
Value ($000) $5,404 Shares 67,243 Est. Cost $70.73 Unrealized
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $5,326 Shares 58,164 Est. Cost $59.66 Unrealized +10.2%
KO COCA COLA COMPANY 2.2%
Value ($000) $5,324 Shares 128,873 Est. Cost $27.85 Unrealized -3.3%
EMR EMERSON ELECTRIC CO 2.1%
Value ($000) $4,981 Shares 70,963 Est. Cost $40.02 Unrealized +20.4%
INTC INTEL CORP 2.1%
Value ($000) $4,956 Shares 190,922 Est. Cost $17.18 Unrealized +4.4%
UNP UNION PACIFIC CORP 2.1%
Value ($000) $4,946 Shares 29,440 Est. Cost $57.06 Unrealized +6.1%
ACE LIMITED 2.0%
Value ($000) $4,890 Shares 47,229 Est. Cost $89.46 Unrealized
ROYAL DUTCH SHELL A ADRF SPONS 2.0%
Value ($000) $4,811 Shares 67,518 Est. Cost $63.81 Unrealized
UNITED TECHNOLOGIES CORP 2.0%
Value ($000) $4,776 Shares 41,958 Est. Cost $93.16 Unrealized
TOTAL SA 2.0%
Value ($000) $4,718 Shares 76,997 Est. Cost $48.70 Unrealized
PG PROCTER & GAMBLE 1.9%
Value ($000) $4,527 Shares 55,608 Est. Cost $55.00 Unrealized +5.5%
AMGN AMGEN INC 1.8%
Value ($000) $4,254 Shares 37,290 Est. Cost $73.34 Unrealized +10.6%
GLAXOSMITHKLINE PLC ADRF SPONS 1.7%
Value ($000) $4,164 Shares 77,986 Est. Cost $49.98 Unrealized
IWV ISHARES RUSSELL 3000 INDEX 1.7%
Value ($000) $4,115 Shares 37,190 Est. Cost $101.13 Unrealized
MKC MCCORMICK & CO., INC 1.7%
Value ($000) $4,070 Shares 59,046 Est. Cost $28.18 Unrealized -4.1%
HMN HORACE MANN EDUCATORS 1.7%
Value ($000) $4,051 Shares 128,465 Est. Cost $23.31 Unrealized +26.9%
CAMERON INTL CORP 1.7%
Value ($000) $4,041 Shares 67,872 Est. Cost $61.16 Unrealized
TROW ROWE T PRICE GROUP INC 1.7%
Value ($000) $4,030 Shares 48,098 Est. Cost $47.69 Unrealized +5.9%
GOOGLE INC CLASS A 1.6%
Value ($000) $3,805 Shares 3,394 Est. Cost $880.40 Unrealized
WHR WHIRLPOOL CORP 1.6%
Value ($000) $3,757 Shares 23,948 Est. Cost $121.58 Unrealized +20.6%
QCOM QUALCOMM INC 1.4%
Value ($000) $3,450 Shares 46,440 Est. Cost $46.80 Unrealized +7.6%
SYNGENTA AG 1.4%
Value ($000) $3,426 Shares 42,862 Est. Cost $77.91 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 1.4%
Value ($000) $3,381 Shares 93,318 Est. Cost $22.20 Unrealized +20.4%
CAT CATERPILLAR INC 1.4%
Value ($000) $3,257 Shares 35,863 Est. Cost $61.55 Unrealized +1.8%
IBM INTL BUSINESS MACHINES 1.4%
Value ($000) $3,256 Shares 17,365 Est. Cost $118.94 Unrealized -10.5%
CL COLGATE-PALMOLIVE CO 1.3%
Value ($000) $3,184 Shares 48,825 Est. Cost $44.38 Unrealized +9.1%
DE DEERE & CO 1.3%
Value ($000) $3,165 Shares 34,648 Est. Cost $68.04 Unrealized -0.9%
YAHOO 1.3%
Value ($000) $3,031 Shares 74,930 Est. Cost $25.14 Unrealized
AIG AMERICAN INTL GROUP 1.2%
Value ($000) $2,902 Shares 56,847 Est. Cost $35.39 Unrealized +7.0%
PRECISION CASTPARTS CORP 1.2%
Value ($000) $2,859 Shares 10,619 Est. Cost $226.65 Unrealized
PEP PEPSICO, INC. 1.2%
Value ($000) $2,816 Shares 33,947 Est. Cost $56.00 Unrealized +3.1%
EOG EOG RESOURCES INC 1.1%
Value ($000) $2,694 Shares 16,043 Est. Cost $56.45 Unrealized +10.4%
ABBNY ABB LTD 1.1%
Value ($000) $2,629 Shares 98,990 Est. Cost $21.82 Unrealized
E M C CORP MASS 1.1%
Value ($000) $2,558 Shares 101,753 Est. Cost $23.62 Unrealized
PROSPECT CAPITAL CORPORATION 1.0%
Value ($000) $2,479 Shares 220,926 Est. Cost $10.80 Unrealized
DUKE ENERGY CORP NEW 1.0%
Value ($000) $2,450 Shares 35,495 Est. Cost $67.50 Unrealized
MRK MERCK & CO INC NEW 1.0%
Value ($000) $2,357 Shares 47,101 Est. Cost $30.02 Unrealized +4.2%
EATON VANCE CP NON VTG 1.0%
Value ($000) $2,349 Shares 54,890 Est. Cost $37.58 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $1,880 Shares 3,350 Est. Cost $13.16 Unrealized +24.4%
POTASH CORP OF SASKATCHEWAN IN 0.7%
Value ($000) $1,786 Shares 54,158 Est. Cost $35.64 Unrealized
T A T & T INC NEW 0.7%
Value ($000) $1,778 Shares 50,580 Est. Cost $11.40 Unrealized -2.0%
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value ($000) $1,637 Shares 30,796 Est. Cost $28.67 Unrealized +19.2%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $1,633 Shares 27,932 Est. Cost $36.24 Unrealized +9.4%
BHP BHP BILLITON LTD ADR F SPONSOR 0.6%
Value ($000) $1,503 Shares 22,040 Est. Cost $57.67 Unrealized
MCD MC DONALD'S CORPORATION 0.6%
Value ($000) $1,454 Shares 14,983 Est. Cost $71.80 Unrealized -2.5%
HON HONEYWELL INTERNATIONAL 0.6%
Value ($000) $1,355 Shares 14,823 Est. Cost $53.13 Unrealized +14.5%
AKAM AKAMAI TECHNOLOGIES 0.5%
Value ($000) $1,310 Shares 27,775 Est. Cost $41.97 Unrealized +12.4%
BROADSOFT INC 0.5%
Value ($000) $1,198 Shares 43,834 Est. Cost $27.61 Unrealized
SIEGY SIEMENS AKTIENGESELLSCHAFT 0.5%
Value ($000) $1,175 Shares 8,480 Est. Cost $101.27 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $1,165 Shares 38,026 Est. Cost $16.46 Unrealized +7.1%
FLR FLUOR CORPORATION 0.4%
Value ($000) $1,060 Shares 13,200 Est. Cost $53.56 Unrealized +26.3%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $1,051 Shares 21,397 Est. Cost $27.04 Unrealized -1.6%
VRTX VERTEX PHARMACEUTICALS INC 0.4%
Value ($000) $1,048 Shares 14,111 Est. Cost $73.64 Unrealized -5.4%
ORCL ORACLE CORPORATION 0.4%
Value ($000) $1,027 Shares 26,826 Est. Cost $27.58 Unrealized +4.4%
RPX CORP 0.4%
Value ($000) $1,014 Shares 59,987 Est. Cost $16.80 Unrealized
ARTNA ARTESIAN RES CORP CL A 0.4%
Value ($000) $987 Shares 42,985 Est. Cost $15.10 Unrealized +3.3%
HSY HERSHEY CO COM 0.4%
Value ($000) $984 Shares 10,120 Est. Cost $65.69 Unrealized +9.9%
EFA ISHARES MSCI EAFE 0.4%
Value ($000) $888 Shares 13,233 Est. Cost $63.85 Unrealized
SAN BANCO SANTANDER SA ADR F SPONS 0.4%
Value ($000) $853 Shares 94,025 Est. Cost $6.55 Unrealized
OXY OCCIDENTAL PETE CORP 0.3%
Value ($000) $837 Shares 8,795 Est. Cost $57.83 Unrealized +9.6%
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $785 Shares 10,450 Est. Cost $36.86 Unrealized +31.3%
MPC MARATHON PETE CORP 0.3%
Value ($000) $759 Shares 8,275 Est. Cost $27.55 Unrealized -2.6%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $736 Shares 8,119 Est. Cost $59.62 Unrealized +16.2%
SO SOUTHERN COMPANY 0.3%
Value ($000) $697 Shares 16,954 Est. Cost $26.74 Unrealized -8.1%
BAX BAXTER INTERNATIONAL INC 0.3%
Value ($000) $691 Shares 9,924 Est. Cost $30.42 Unrealized -3.9%
HSBC HSBC HLDGS PLC ADR NEW F SPONS 0.3%
Value ($000) $689 Shares 12,509 Est. Cost $51.96 Unrealized
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $688 Shares 6,000 Est. Cost $62.64 Unrealized +39.4%
KINDER MORGAN ENERGY LP UNIT L 0.3%
Value ($000) $668 Shares 8,275 Est. Cost $85.33 Unrealized
MILLENNIAL MEDIA INC 0.3%
Value ($000) $638 Shares 87,668 Est. Cost $8.67 Unrealized
WESTPORT INNOVATIONS 0.3%
Value ($000) $616 Shares 31,455 Est. Cost $33.40 Unrealized
PHG KONNINKLIJKE PHILIPS N V 0.3%
Value ($000) $610 Shares 16,499 Est. Cost $27.21 Unrealized
MARATHON OIL CORP 0.3%
Value ($000) $604 Shares 17,115 Est. Cost $34.56 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $589 Shares 8,346 Est. Cost $39.96 Unrealized +21.1%
CHUBB CORP COM 0.2%
Value ($000) $587 Shares 6,070 Est. Cost $84.68 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $585 Shares 7,460 Est. Cost $24.47 Unrealized +27.5%
DUPONT E I DE NEMOUR&CO 0.2%
Value ($000) $583 Shares 8,969 Est. Cost $52.46 Unrealized
FCX FREEPORT MCMORAN COPPER 0.2%
Value ($000) $575 Shares 15,240 Est. Cost $24.45 Unrealized +23.0%
BMO BANK OF MONTREAL 0.2%
Value ($000) $573 Shares 8,600 Est. Cost $36.57 Unrealized +13.8%
MO ALTRIA GROUP INC 0.2%
Value ($000) $563 Shares 14,670 Est. Cost $16.28 Unrealized +5.3%
SVB FINANCIAL GROUP 0.2%
Value ($000) $561 Shares 5,350 Est. Cost $83.36 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $557 Shares 6,768 Est. Cost $56.05 Unrealized +4.8%
CIGNA CORP 0.2%
Value ($000) $529 Shares 6,049 Est. Cost $72.41 Unrealized
CVS C V S CAREMARK CORP 0.2%
Value ($000) $520 Shares 7,258 Est. Cost $41.44 Unrealized +11.8%
AMZN AMAZON INC COM 0.2%
Value ($000) $518 Shares 1,300 Est. Cost $13.32 Unrealized +35.0%
GIS GENERAL MILLS INC 0.2%
Value ($000) $517 Shares 10,366 Est. Cost $31.98 Unrealized +2.8%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $504 Shares 11,103 Est. Cost $27.36 Unrealized +12.4%
LLY LILLY ELI & COMPANY 0.2%
Value ($000) $473 Shares 9,255 Est. Cost $42.21 Unrealized -6.2%
MMM 3M COMPANY 0.2%
Value ($000) $463 Shares 3,300 Est. Cost $61.26 Unrealized +18.6%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $462 Shares 7,251 Est. Cost $20.82 Unrealized +23.5%
EXPRESS SCRIPTS HOLDING COMPAN 0.2%
Value ($000) $452 Shares 6,428 Est. Cost $61.76 Unrealized
TECO ENERGY INC 0.2%
Value ($000) $447 Shares 25,930 Est. Cost $17.20 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $442 Shares 3,710 Est. Cost $86.56 Unrealized +9.9%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $437 Shares 19,528 Est. Cost $15.24 Unrealized -0.2%
CHICAGO BRIDGE & IRON CO NV 0.2%
Value ($000) $412 Shares 4,950 Est. Cost $83.23 Unrealized
TIFFANY & CO NEW COM 0.2%
Value ($000) $397 Shares 4,274 Est. Cost $72.77 Unrealized
SWK STANLEY BLACK & DECKER 0.2%
Value ($000) $389 Shares 4,824 Est. Cost $56.98 Unrealized +5.7%
CSX C S X CORP 0.2%
Value ($000) $376 Shares 13,080 Est. Cost $6.66 Unrealized +10.6%
CELGENE CORP 0.1%
Value ($000) $342 Shares 2,025 Est. Cost $156.49 Unrealized
ED CONSOLIDATED EDISON HLDG CO IN 0.1%
Value ($000) $334 Shares 6,050 Est. Cost $37.50 Unrealized -4.3%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $329 Shares 5,000 Est. Cost $57.10 Unrealized +9.9%
BP BP PLC ADR F SPONSORED ADR 1 A 0.1%
Value ($000) $325 Shares 6,681 Est. Cost $41.76 Unrealized
C CITIGROUP 0.1%
Value ($000) $314 Shares 6,028 Est. Cost $35.76 Unrealized +5.3%
SEAGATE TECHNOLOGY 0.1%
Value ($000) $314 Shares 5,600 Est. Cost $44.82 Unrealized
ABBVIE INC 0.1%
Value ($000) $304 Shares 5,750 Est. Cost $41.37 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $303 Shares 790 Est. Cost $55.09 Unrealized -23.6%
AFL AFLAC INC COM 0.1%
Value ($000) $295 Shares 4,420 Est. Cost $20.46 Unrealized +20.2%
PSX PHILLIPS 66 0.1%
Value ($000) $294 Shares 3,820 Est. Cost $40.44 Unrealized +7.4%
O'REILLY AUTOMOTIVE 0.1%
Value ($000) $283 Shares 2,200 Est. Cost $112.73 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $282 Shares 3,760 Est. Cost $56.92 Unrealized +10.8%
NEM NEWMONT MINING CORP COM 0.1%
Value ($000) $282 Shares 12,242 Est. Cost $25.31 Unrealized -22.0%
DIS WALT DISNEY CO 0.1%
Value ($000) $267 Shares 3,500 Est. Cost $56.27 Unrealized +9.6%
RVTY PERKINELMER INC 0.1%
Value ($000) $264 Shares 6,400 Est. Cost $31.21 Unrealized +17.4%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $262 Shares 3,050 Est. Cost $14.15 Unrealized +8.1%
NOBLE CORPORATION PLC NEW 0.1%
Value ($000) $262 Shares 7,000 Est. Cost $37.43 Unrealized
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $249 Shares 3,549 Est. Cost $42.55 Unrealized +14.1%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $248 Shares 2,950 Est. Cost $49.85 Unrealized +19.3%
AMT AMERICAN TOWER CORPORATION REI 0.1%
Value ($000) $247 Shares 3,100 Est. Cost $59.51 Unrealized -1.7%
SEADRILL LTD 0.1%
Value ($000) $246 Shares 6,000 Est. Cost $40.76 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $240 Shares 2,292 Est. Cost $63.06 Unrealized +5.2%
YUM YUM BRANDS INC 0.1%
Value ($000) $234 Shares 3,098 Est. Cost $40.89 Unrealized 0.0%
BXP BOSTON PROPERTIES INC 0.1%
Value ($000) $233 Shares 2,320 Est. Cost $64.00 Unrealized -3.4%
CTSH COGNIZANT TECH SOL CL A 0.1%
Value ($000) $230 Shares 2,275 Est. Cost $40.38 Unrealized 0.0%
POWERSHARES QQQ TRUST, SERIES 0.1%
Value ($000) $229 Shares 2,602 Est. Cost $78.82 Unrealized
MONSANTO CO NEW COM 0.1%
Value ($000) $224 Shares 1,924 Est. Cost $98.89 Unrealized
TGT TARGET CORPORATION 0.1%
Value ($000) $218 Shares 3,450 Est. Cost $47.95 Unrealized -7.0%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $216 Shares 3,348 Est. Cost $35.33 Unrealized +9.5%
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $213 Shares 2,630 Est. Cost $51.46 Unrealized 0.0%
STT STATE STR CORP COM 0.1%
Value ($000) $212 Shares 2,883 Est. Cost $50.63 Unrealized 0.0%
BBVA BANCO BILBOA VIZCAYA ARG SA SP 0.1%
Value ($000) $211 Shares 17,070 Est. Cost $8.44 Unrealized
THG HANOVER INSURANCE GROUP 0.1%
Value ($000) $208 Shares 3,485 Est. Cost $42.09 Unrealized 0.0%
SPG SIMON PROPERTY GROUP 0.1%
Value ($000) $205 Shares 1,347 Est. Cost $80.96 Unrealized 0.0%
IMO IMPERIAL OIL LTD F 0.1%
Value ($000) $201 Shares 4,545 Est. Cost $33.69 Unrealized 0.0%
COACH INC 0.1%
Value ($000) $201 Shares 3,575 Est. Cost $56.22 Unrealized
NEW YORK COMMUNITY BANK CORP 0.1%
Value ($000) $188 Shares 11,150 Est. Cost $13.99 Unrealized
PENGROWTH ENERGY CORP F 0.1%
Value ($000) $170 Shares 27,505 Est. Cost $4.95 Unrealized
CHIQUITA BRANDS INTERNATIONAL 0.0%
Value ($000) $117 Shares 10,000 Est. Cost $11.70 Unrealized
TREMOR VIDEO INC 0.0%
Value ($000) $82 Shares 14,000 Est. Cost $5.86 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $76 Shares 16,289 Est. Cost $4.05 Unrealized