Ipswich Investment Management Co., Inc. Diversified Active

CIK: 0001463753 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Apr 15, 2014

Total Value ($000): $232,386 (100.0% shares, 0.0% debt)

Holdings (131)

XOM EXXON MOBIL CORPORATION 5.8%
Value ($000) $13,433 Shares 137,511 Est. Cost $53.87 Unrealized +7.8%
SLB SCHLUMBERGER LTD F 3.2%
Value ($000) $7,477 Shares 76,689 Est. Cost $53.41 Unrealized +22.6%
MSFT MICROSOFT CORP 2.8%
Value ($000) $6,410 Shares 156,368 Est. Cost $26.70 Unrealized +17.1%
CVX CHEVRON CORPORATION 2.5%
Value ($000) $5,895 Shares 49,582 Est. Cost $71.30 Unrealized -1.3%
GENERAL ELECTRIC COMPANY 2.5%
Value ($000) $5,851 Shares 226,032 Est. Cost $25.34 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $5,732 Shares 10,682 Est. Cost $15.51 Unrealized +6.9%
NVS NOVARTIS AG 2.4%
Value ($000) $5,648 Shares 66,434 Est. Cost $70.73 Unrealized
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $5,349 Shares 54,454 Est. Cost $59.66 Unrealized +11.7%
UNP UNION PACIFIC CORP 2.2%
Value ($000) $5,087 Shares 27,110 Est. Cost $57.06 Unrealized +19.6%
ROYAL DUTCH SHELL A ADRF SPONS 2.2%
Value ($000) $5,080 Shares 69,528 Est. Cost $64.08 Unrealized
INTC INTEL CORP 2.2%
Value ($000) $5,078 Shares 196,737 Est. Cost $17.22 Unrealized +8.4%
TOTAL SA 2.1%
Value ($000) $4,995 Shares 76,134 Est. Cost $48.70 Unrealized
UNITED TECHNOLOGIES CORP 2.1%
Value ($000) $4,849 Shares 41,505 Est. Cost $93.16 Unrealized
EMR EMERSON ELECTRIC CO 2.1%
Value ($000) $4,781 Shares 71,578 Est. Cost $40.02 Unrealized +19.4%
PG PROCTER & GAMBLE 2.0%
Value ($000) $4,592 Shares 56,976 Est. Cost $55.04 Unrealized +2.7%
AMGN AMGEN INC 2.0%
Value ($000) $4,570 Shares 37,047 Est. Cost $73.34 Unrealized +18.5%
ACE LIMITED 1.9%
Value ($000) $4,441 Shares 44,834 Est. Cost $89.46 Unrealized
GLAXOSMITHKLINE PLC ADRF SPONS 1.9%
Value ($000) $4,366 Shares 81,724 Est. Cost $50.13 Unrealized
MKC MCCORMICK & CO., INC 1.8%
Value ($000) $4,230 Shares 58,970 Est. Cost $28.18 Unrealized -4.9%
CAMERON INTL CORP 1.8%
Value ($000) $4,120 Shares 66,702 Est. Cost $61.16 Unrealized
KO COCA COLA COMPANY 1.7%
Value ($000) $3,940 Shares 101,908 Est. Cost $27.85 Unrealized -4.7%
QCOM QUALCOMM INC 1.6%
Value ($000) $3,820 Shares 48,444 Est. Cost $47.10 Unrealized +14.7%
TROW ROWE T PRICE GROUP INC 1.6%
Value ($000) $3,809 Shares 46,246 Est. Cost $47.69 Unrealized +10.2%
HMN HORACE MANN EDUCATORS 1.6%
Value ($000) $3,659 Shares 126,188 Est. Cost $23.31 Unrealized +23.9%
CAT CATERPILLAR INC 1.6%
Value ($000) $3,649 Shares 36,714 Est. Cost $61.74 Unrealized +12.9%
GOOGLE INC CLASS A 1.5%
Value ($000) $3,584 Shares 3,216 Est. Cost $1114.43 Unrealized
WHR WHIRLPOOL CORP 1.5%
Value ($000) $3,534 Shares 23,645 Est. Cost $121.58 Unrealized +19.1%
EOG EOG RESOURCES INC 1.4%
Value ($000) $3,296 Shares 16,805 Est. Cost $56.83 Unrealized +14.0%
HIG HARTFORD FINL SVCS GROUP INC 1.4%
Value ($000) $3,203 Shares 90,805 Est. Cost $22.20 Unrealized +22.1%
SYNGENTA AG 1.4%
Value ($000) $3,191 Shares 42,107 Est. Cost $77.91 Unrealized
DE DEERE & CO 1.3%
Value ($000) $3,127 Shares 34,435 Est. Cost $68.04 Unrealized +3.0%
CL COLGATE-PALMOLIVE CO 1.3%
Value ($000) $2,990 Shares 46,090 Est. Cost $44.38 Unrealized +7.9%
CHICAGO BRIDGE & IRON CO NV 1.3%
Value ($000) $2,919 Shares 33,495 Est. Cost $86.57 Unrealized
AIG AMERICAN INTL GROUP 1.2%
Value ($000) $2,848 Shares 56,945 Est. Cost $35.39 Unrealized +7.0%
PEP PEPSICO, INC. 1.2%
Value ($000) $2,780 Shares 33,297 Est. Cost $56.00 Unrealized +1.5%
MRK MERCK & CO INC NEW 1.2%
Value ($000) $2,675 Shares 47,121 Est. Cost $30.02 Unrealized +19.1%
ABBNY ABB LTD 1.1%
Value ($000) $2,586 Shares 100,270 Est. Cost $21.87 Unrealized
YAHOO 1.1%
Value ($000) $2,530 Shares 70,480 Est. Cost $25.14 Unrealized
PRECISION CASTPARTS CORP 1.1%
Value ($000) $2,471 Shares 9,775 Est. Cost $226.65 Unrealized
DUKE ENERGY CORP NEW 1.1%
Value ($000) $2,455 Shares 34,469 Est. Cost $67.50 Unrealized
GILD GILEAD SCIENCES INC COM 1.1%
Value ($000) $2,447 Shares 34,535 Est. Cost $49.15 Unrealized +10.9%
POTASH CORP OF SASKATCHEWAN IN 1.0%
Value ($000) $2,373 Shares 65,520 Est. Cost $35.74 Unrealized
PROSPECT CAPITAL CORPORATION 1.0%
Value ($000) $2,320 Shares 214,811 Est. Cost $10.80 Unrealized
IBM INTL BUSINESS MACHINES 0.9%
Value ($000) $2,094 Shares 10,877 Est. Cost $118.94 Unrealized -8.2%
EATON VANCE CP NON VTG 0.9%
Value ($000) $1,988 Shares 52,090 Est. Cost $37.58 Unrealized
T A T & T INC NEW 0.7%
Value ($000) $1,739 Shares 49,584 Est. Cost $11.40 Unrealized -4.8%
AKAM AKAMAI TECHNOLOGIES 0.7%
Value ($000) $1,617 Shares 27,775 Est. Cost $41.97 Unrealized +31.6%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $1,577 Shares 25,975 Est. Cost $36.24 Unrealized +16.1%
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value ($000) $1,537 Shares 29,596 Est. Cost $28.67 Unrealized +25.3%
CELGENE CORP 0.6%
Value ($000) $1,508 Shares 10,805 Est. Cost $142.74 Unrealized
BHP BHP BILLITON LTD ADR F SPONSOR 0.6%
Value ($000) $1,465 Shares 21,620 Est. Cost $57.67 Unrealized
SAN BANCO SANTANDER SA ADR F SPONS 0.6%
Value ($000) $1,400 Shares 146,140 Est. Cost $7.63 Unrealized
HON HONEYWELL INTERNATIONAL 0.6%
Value ($000) $1,379 Shares 14,871 Est. Cost $53.13 Unrealized +21.8%
MCD MC DONALD'S CORPORATION 0.5%
Value ($000) $1,272 Shares 12,983 Est. Cost $71.80 Unrealized -2.1%
SIEGY SIEMENS AKTIENGESELLSCHAFT 0.5%
Value ($000) $1,146 Shares 8,480 Est. Cost $101.27 Unrealized
HSY HERSHEY CO COM 0.5%
Value ($000) $1,046 Shares 10,020 Est. Cost $65.69 Unrealized +17.5%
FLR FLUOR CORPORATION 0.4%
Value ($000) $1,026 Shares 13,200 Est. Cost $53.56 Unrealized +29.2%
E M C CORP MASS 0.4%
Value ($000) $905 Shares 33,015 Est. Cost $23.62 Unrealized
BROADSOFT INC 0.4%
Value ($000) $900 Shares 33,660 Est. Cost $27.61 Unrealized
ARTNA ARTESIAN RES CORP CL A 0.4%
Value ($000) $848 Shares 37,785 Est. Cost $15.10 Unrealized +3.0%
OXY OCCIDENTAL PETE CORP 0.4%
Value ($000) $838 Shares 8,795 Est. Cost $57.83 Unrealized +8.0%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $836 Shares 17,577 Est. Cost $27.04 Unrealized -4.3%
PFE PFIZER INC 0.3%
Value ($000) $769 Shares 23,927 Est. Cost $16.46 Unrealized +10.6%
SO SOUTHERN COMPANY 0.3%
Value ($000) $755 Shares 17,179 Est. Cost $26.72 Unrealized -5.4%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $740 Shares 6,000 Est. Cost $62.64 Unrealized +55.1%
LLY LILLY ELI & COMPANY 0.3%
Value ($000) $739 Shares 12,555 Est. Cost $42.83 Unrealized +4.0%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $722 Shares 8,019 Est. Cost $59.62 Unrealized +26.6%
RPX CORP 0.3%
Value ($000) $717 Shares 44,002 Est. Cost $16.80 Unrealized
HSBC HSBC HLDGS PLC ADR NEW F SPONS 0.3%
Value ($000) $710 Shares 13,974 Est. Cost $51.84 Unrealized
BAX BAXTER INTERNATIONAL INC 0.3%
Value ($000) $677 Shares 9,199 Est. Cost $30.42 Unrealized -0.3%
SVB FINANCIAL GROUP 0.3%
Value ($000) $625 Shares 4,850 Est. Cost $83.36 Unrealized
MARATHON OIL CORP 0.2%
Value ($000) $579 Shares 16,290 Est. Cost $34.56 Unrealized
KINDER MORGAN ENERGY LP UNIT L 0.2%
Value ($000) $575 Shares 7,785 Est. Cost $85.33 Unrealized
MPC MARATHON PETE CORP 0.2%
Value ($000) $547 Shares 6,280 Est. Cost $27.55 Unrealized +11.5%
CHUBB CORP COM 0.2%
Value ($000) $536 Shares 6,000 Est. Cost $84.68 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $503 Shares 6,860 Est. Cost $24.47 Unrealized +19.7%
CIGNA CORP 0.2%
Value ($000) $501 Shares 5,978 Est. Cost $72.41 Unrealized
BMO BANK OF MONTREAL 0.2%
Value ($000) $482 Shares 7,200 Est. Cost $36.57 Unrealized +9.8%
MO ALTRIA GROUP INC 0.2%
Value ($000) $476 Shares 12,710 Est. Cost $16.28 Unrealized +5.2%
PHG KONNINKLIJKE PHILIPS N V 0.2%
Value ($000) $476 Shares 13,529 Est. Cost $27.21 Unrealized
CVS C V S CAREMARK CORP 0.2%
Value ($000) $461 Shares 6,158 Est. Cost $41.44 Unrealized +23.3%
MILLENNIAL MEDIA INC 0.2%
Value ($000) $450 Shares 65,002 Est. Cost $8.67 Unrealized
NEM NEWMONT MINING CORP COM 0.2%
Value ($000) $434 Shares 18,500 Est. Cost $22.98 Unrealized -19.8%
AMZN AMAZON INC COM 0.2%
Value ($000) $420 Shares 1,250 Est. Cost $13.32 Unrealized +39.3%
FCX FREEPORT MCMORAN COPPER 0.2%
Value ($000) $418 Shares 12,630 Est. Cost $24.45 Unrealized +16.4%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $411 Shares 8,266 Est. Cost $27.36 Unrealized +22.1%
HD HOME DEPOT INC 0.2%
Value ($000) $396 Shares 5,003 Est. Cost $56.05 Unrealized +7.5%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $392 Shares 3,510 Est. Cost $86.56 Unrealized +5.5%
DUPONT E I DE NEMOUR&CO 0.2%
Value ($000) $392 Shares 5,843 Est. Cost $52.46 Unrealized
SWK STANLEY BLACK & DECKER 0.2%
Value ($000) $392 Shares 4,824 Est. Cost $56.98 Unrealized +4.2%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $391 Shares 6,451 Est. Cost $20.82 Unrealized +23.7%
TIFFANY & CO NEW COM 0.2%
Value ($000) $368 Shares 4,274 Est. Cost $72.77 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $364 Shares 5,145 Est. Cost $73.64 Unrealized +7.5%
COP CONOCOPHILLIPS 0.2%
Value ($000) $354 Shares 5,030 Est. Cost $39.96 Unrealized +13.7%
O'REILLY AUTOMOTIVE 0.1%
Value ($000) $326 Shares 2,200 Est. Cost $112.73 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $324 Shares 740 Est. Cost $55.09 Unrealized -14.5%
GIS GENERAL MILLS INC 0.1%
Value ($000) $321 Shares 6,200 Est. Cost $31.98 Unrealized +3.1%
SEAGATE TECHNOLOGY 0.1%
Value ($000) $314 Shares 5,600 Est. Cost $44.82 Unrealized
EXPRESS SCRIPTS HOLDING COMPAN 0.1%
Value ($000) $300 Shares 3,995 Est. Cost $61.76 Unrealized
RVTY PERKINELMER INC 0.1%
Value ($000) $288 Shares 6,400 Est. Cost $31.21 Unrealized +34.9%
ED CONSOLIDATED EDISON HLDG CO IN 0.1%
Value ($000) $271 Shares 5,050 Est. Cost $37.50 Unrealized -6.7%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $258 Shares 4,300 Est. Cost $57.10 Unrealized +6.0%
DIS WALT DISNEY CO 0.1%
Value ($000) $256 Shares 3,200 Est. Cost $56.27 Unrealized +23.8%
YUM YUM BRANDS INC 0.1%
Value ($000) $249 Shares 3,298 Est. Cost $40.97 Unrealized +2.7%
ABBVIE INC 0.1%
Value ($000) $249 Shares 4,850 Est. Cost $41.37 Unrealized
AMT AMERICAN TOWER CORPORATION REI 0.1%
Value ($000) $246 Shares 3,000 Est. Cost $59.51 Unrealized +3.5%
SYK STRYKER CORP 0.1%
Value ($000) $236 Shares 2,892 Est. Cost $56.92 Unrealized +21.3%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $233 Shares 10,375 Est. Cost $15.24 Unrealized +0.4%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $232 Shares 3,268 Est. Cost $35.33 Unrealized +17.3%
AFL AFLAC INC COM 0.1%
Value ($000) $231 Shares 3,670 Est. Cost $20.46 Unrealized +17.2%
CTSH COGNIZANT TECH SOL CL A 0.1%
Value ($000) $230 Shares 4,550 Est. Cost $42.34 Unrealized +4.6%
SOUTHWESTERN ENERGY CO 0.1%
Value ($000) $230 Shares 5,000 Est. Cost $46.00 Unrealized
CNI CDN NATIONAL RAILWAY CO 0.1%
Value ($000) $225 Shares 4,000 Est. Cost $44.56 Unrealized 0.0%
SPG SIMON PROPERTY GROUP 0.1%
Value ($000) $221 Shares 1,347 Est. Cost $80.96 Unrealized +4.3%
EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $220 Shares 2,961 Est. Cost $74.30 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $220 Shares 9,300 Est. Cost $23.18 Unrealized 0.0%
MONSANTO CO NEW COM 0.1%
Value ($000) $219 Shares 1,924 Est. Cost $98.89 Unrealized
VNO VORNADO REALTY TRUST 0.1%
Value ($000) $214 Shares 2,174 Est. Cost $98.44 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $213 Shares 2,765 Est. Cost $40.44 Unrealized +23.2%
SEADRILL LTD 0.1%
Value ($000) $211 Shares 6,000 Est. Cost $40.76 Unrealized
REGN REGENERON PHARMS INC 0.1%
Value ($000) $210 Shares 700 Est. Cost $306.39 Unrealized 0.0%
TECO ENERGY INC 0.1%
Value ($000) $206 Shares 12,000 Est. Cost $17.20 Unrealized
TAP MOLSON COORS BREWING CLB 0.1%
Value ($000) $206 Shares 3,500 Est. Cost $41.92 Unrealized 0.0%
BBVA BANCO BILBOA VIZCAYA ARG SA SP 0.1%
Value ($000) $205 Shares 17,070 Est. Cost $8.44 Unrealized
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $203 Shares 2,630 Est. Cost $51.46 Unrealized +1.9%
STT STATE STR CORP COM 0.1%
Value ($000) $201 Shares 2,883 Est. Cost $50.63 Unrealized -0.9%
NEW YORK COMMUNITY BANK CORP 0.1%
Value ($000) $179 Shares 11,150 Est. Cost $13.99 Unrealized
CHIQUITA BRANDS INTERNATIONAL 0.1%
Value ($000) $124 Shares 10,000 Est. Cost $11.70 Unrealized
PENGROWTH ENERGY CORP F 0.0%
Value ($000) $97 Shares 16,000 Est. Cost $4.95 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $86 Shares 15,145 Est. Cost $4.05 Unrealized
TREMOR VIDEO INC 0.0%
Value ($000) $49 Shares 12,000 Est. Cost $5.86 Unrealized