Ipswich Investment Management Co., Inc. Diversified Active

CIK: 0001463753 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 15, 2014

Total Value ($000): $258,212 (100.0% shares, 0.0% debt)

Holdings (145)

XOM EXXON MOBIL CORPORATION 5.3%
Value ($000) $13,779 Shares 136,863 Est. Cost $53.87 Unrealized +14.9%
SLB SCHLUMBERGER LTD F 3.5%
Value ($000) $9,162 Shares 77,682 Est. Cost $53.68 Unrealized +39.4%
AAPL APPLE INC 2.7%
Value ($000) $7,069 Shares 76,067 Est. Cost $18.21 Unrealized +2.4%
MSFT MICROSOFT CORP 2.5%
Value ($000) $6,448 Shares 154,641 Est. Cost $26.70 Unrealized +27.2%
CVX CHEVRON CORPORATION 2.5%
Value ($000) $6,387 Shares 48,925 Est. Cost $71.30 Unrealized +6.5%
INTC INTEL CORP 2.4%
Value ($000) $6,211 Shares 201,026 Est. Cost $17.30 Unrealized +19.6%
NVS NOVARTIS AG 2.3%
Value ($000) $6,066 Shares 67,009 Est. Cost $70.73 Unrealized
GENERAL ELECTRIC COMPANY 2.3%
Value ($000) $5,985 Shares 227,706 Est. Cost $25.34 Unrealized
ROYAL DUTCH SHELL A ADRF SPONS 2.3%
Value ($000) $5,912 Shares 71,784 Est. Cost $64.65 Unrealized
TOTAL SA 2.3%
Value ($000) $5,894 Shares 81,647 Est. Cost $50.28 Unrealized
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $5,813 Shares 55,577 Est. Cost $59.93 Unrealized +22.1%
UNP UNION PACIFIC CORP 2.2%
Value ($000) $5,721 Shares 57,356 Est. Cost $66.40 Unrealized +12.6%
UNITED TECHNOLOGIES CORP 2.0%
Value ($000) $5,189 Shares 44,945 Est. Cost $94.86 Unrealized
EMR EMERSON ELECTRIC CO 1.9%
Value ($000) $4,820 Shares 72,618 Est. Cost $40.15 Unrealized +22.4%
ACE LIMITED 1.8%
Value ($000) $4,751 Shares 45,814 Est. Cost $89.76 Unrealized
CAMERON INTL CORP 1.8%
Value ($000) $4,559 Shares 67,322 Est. Cost $61.16 Unrealized
IWV ISHARES RUSSELL 3000 INDEX 1.7%
Value ($000) $4,462 Shares 37,896 Est. Cost $117.74 Unrealized
PG PROCTER & GAMBLE 1.7%
Value ($000) $4,436 Shares 56,443 Est. Cost $55.04 Unrealized +5.9%
AMGN AMGEN INC 1.7%
Value ($000) $4,433 Shares 37,452 Est. Cost $73.45 Unrealized +13.5%
GLAXOSMITHKLINE PLC ADRF SPONS 1.7%
Value ($000) $4,370 Shares 81,712 Est. Cost $50.13 Unrealized
MKC MCCORMICK & CO., INC 1.7%
Value ($000) $4,309 Shares 60,197 Est. Cost $28.19 Unrealized +1.3%
EOG EOG RESOURCES INC 1.6%
Value ($000) $4,071 Shares 34,846 Est. Cost $67.10 Unrealized +14.3%
HMN HORACE MANN EDUCATORS 1.6%
Value ($000) $4,014 Shares 128,342 Est. Cost $23.42 Unrealized +26.5%
TROW ROWE T PRICE GROUP INC 1.5%
Value ($000) $3,987 Shares 47,231 Est. Cost $47.81 Unrealized +11.3%
QCOM QUALCOMM INC 1.5%
Value ($000) $3,951 Shares 49,879 Est. Cost $47.40 Unrealized +20.9%
CAT CATERPILLAR INC 1.5%
Value ($000) $3,922 Shares 36,088 Est. Cost $61.74 Unrealized +26.4%
SAN BANCO SANTANDER SA ADR F SPONS 1.4%
Value ($000) $3,650 Shares 350,303 Est. Cost $9.26 Unrealized
AKAM AKAMAI TECHNOLOGIES 1.3%
Value ($000) $3,464 Shares 56,750 Est. Cost $48.94 Unrealized +13.6%
CL COLGATE-PALMOLIVE CO 1.3%
Value ($000) $3,463 Shares 50,790 Est. Cost $45.01 Unrealized +13.8%
SYNGENTA AG 1.3%
Value ($000) $3,352 Shares 44,807 Est. Cost $77.73 Unrealized
AIG AMERICAN INTL GROUP 1.3%
Value ($000) $3,330 Shares 60,995 Est. Cost $35.72 Unrealized +13.1%
DE DEERE & CO 1.2%
Value ($000) $3,200 Shares 35,345 Est. Cost $68.20 Unrealized +8.7%
POTASH CORP OF SASKATCHEWAN IN 1.2%
Value ($000) $3,076 Shares 81,040 Est. Cost $36.17 Unrealized
GOOGLE INC CLASS A 1.2%
Value ($000) $3,071 Shares 5,252 Est. Cost $909.08 Unrealized
BAX BAXTER INTERNATIONAL INC 1.2%
Value ($000) $3,010 Shares 41,649 Est. Cost $32.19 Unrealized +1.6%
GILD GILEAD SCIENCES INC COM 1.1%
Value ($000) $2,923 Shares 35,240 Est. Cost $49.25 Unrealized +9.8%
MRK MERCK & CO INC NEW 1.1%
Value ($000) $2,825 Shares 48,860 Est. Cost $30.30 Unrealized +25.3%
CHICAGO BRIDGE & IRON CO NV 1.1%
Value ($000) $2,786 Shares 40,840 Est. Cost $83.27 Unrealized
KO COCA COLA COMPANY 1.1%
Value ($000) $2,733 Shares 64,525 Est. Cost $27.85 Unrealized +0.9%
PRECISION CASTPARTS CORP 1.1%
Value ($000) $2,720 Shares 10,774 Est. Cost $229.05 Unrealized
PEP PEPSICO, INC. 1.0%
Value ($000) $2,574 Shares 28,812 Est. Cost $56.00 Unrealized +8.8%
YAHOO 1.0%
Value ($000) $2,475 Shares 70,440 Est. Cost $25.14 Unrealized
DUKE ENERGY CORP NEW 0.9%
Value ($000) $2,450 Shares 33,018 Est. Cost $67.50 Unrealized
ARCC ARES CAPITAL CORPORATION 0.9%
Value ($000) $2,442 Shares 136,715 Est. Cost $5.65 Unrealized 0.0%
CELGENE CORP 0.9%
Value ($000) $2,406 Shares 28,020 Est. Cost $107.80 Unrealized
IBM INTL BUSINESS MACHINES 0.8%
Value ($000) $2,189 Shares 12,069 Est. Cost $118.28 Unrealized -5.1%
EATON VANCE CP NON VTG 0.7%
Value ($000) $1,855 Shares 49,083 Est. Cost $37.58 Unrealized
T A T & T INC NEW 0.7%
Value ($000) $1,787 Shares 50,559 Est. Cost $11.40 Unrealized +3.3%
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $1,649 Shares 28,609 Est. Cost $36.70 Unrealized +12.3%
BHP BHP BILLITON LTD ADR F SPONSOR 0.6%
Value ($000) $1,575 Shares 23,010 Est. Cost $58.32 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $1,518 Shares 31,286 Est. Cost $28.93 Unrealized +15.8%
HON HONEYWELL INTERNATIONAL 0.6%
Value ($000) $1,457 Shares 15,676 Est. Cost $53.77 Unrealized +22.2%
MCD MC DONALD'S CORPORATION 0.5%
Value ($000) $1,401 Shares 13,901 Est. Cost $71.99 Unrealized +3.9%
ABBNY ABB LTD 0.5%
Value ($000) $1,367 Shares 59,380 Est. Cost $21.87 Unrealized
ORCL ORACLE CORPORATION 0.5%
Value ($000) $1,167 Shares 28,817 Est. Cost $34.67 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $1,113 Shares 22,743 Est. Cost $26.98 Unrealized -0.7%
PFE PFIZER INC 0.4%
Value ($000) $1,020 Shares 34,327 Est. Cost $16.79 Unrealized +4.5%
FLR FLUOR CORPORATION 0.4%
Value ($000) $1,015 Shares 13,200 Est. Cost $53.56 Unrealized +26.7%
WHR WHIRLPOOL CORP 0.4%
Value ($000) $1,006 Shares 7,225 Est. Cost $121.58 Unrealized +20.7%
EFA ISHARES MSCI EAFE 0.4%
Value ($000) $995 Shares 14,549 Est. Cost $68.39 Unrealized
HSY HERSHEY CO COM 0.4%
Value ($000) $986 Shares 10,120 Est. Cost $65.69 Unrealized +13.2%
ARTNA ARTESIAN RES CORP CL A 0.4%
Value ($000) $965 Shares 42,985 Est. Cost $15.16 Unrealized +2.7%
GOOGLE INC CLASS C 0.3%
Value ($000) $863 Shares 1,500 Est. Cost $575.33 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.3%
Value ($000) $815 Shares 22,740 Est. Cost $22.20 Unrealized +24.1%
E M C CORP MASS 0.3%
Value ($000) $814 Shares 30,905 Est. Cost $23.62 Unrealized
HSBC HSBC HLDGS PLC ADR NEW F SPONS 0.3%
Value ($000) $801 Shares 15,759 Est. Cost $51.73 Unrealized
SO SOUTHERN COMPANY 0.3%
Value ($000) $785 Shares 17,284 Est. Cost $26.72 Unrealized +0.9%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $778 Shares 8,194 Est. Cost $59.98 Unrealized +27.4%
BMO BANK OF MONTREAL 0.3%
Value ($000) $758 Shares 10,300 Est. Cost $38.67 Unrealized +12.6%
COP CONOCOPHILLIPS 0.3%
Value ($000) $716 Shares 8,346 Est. Cost $45.28 Unrealized +17.8%
LLY LILLY ELI & COMPANY 0.3%
Value ($000) $713 Shares 11,455 Est. Cost $42.83 Unrealized +12.1%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $682 Shares 5,700 Est. Cost $62.64 Unrealized +59.0%
MMM 3M COMPANY 0.3%
Value ($000) $679 Shares 4,740 Est. Cost $81.05 Unrealized 0.0%
MARATHON OIL CORP 0.3%
Value ($000) $664 Shares 16,640 Est. Cost $34.67 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $615 Shares 14,670 Est. Cost $16.67 Unrealized +15.2%
OXY OCCIDENTAL PETE CORP 0.2%
Value ($000) $595 Shares 5,795 Est. Cost $57.83 Unrealized +14.4%
DUPONT E I DE NEMOUR&CO 0.2%
Value ($000) $587 Shares 8,969 Est. Cost $56.99 Unrealized
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $584 Shares 11,103 Est. Cost $29.65 Unrealized +22.5%
SBUX STARBUCKS CORP 0.2%
Value ($000) $577 Shares 7,460 Est. Cost $24.83 Unrealized +16.3%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $563 Shares 17,090 Est. Cost $24.74 Unrealized +7.5%
CHUBB CORP COM 0.2%
Value ($000) $559 Shares 6,070 Est. Cost $84.76 Unrealized
GIS GENERAL MILLS INC 0.2%
Value ($000) $549 Shares 10,441 Est. Cost $33.52 Unrealized +6.7%
FCX FREEPORT MCMORAN INC 0.2%
Value ($000) $548 Shares 15,020 Est. Cost $25.26 Unrealized +17.0%
PHG KONNINKLIJKE PHILIPS N V 0.2%
Value ($000) $541 Shares 17,053 Est. Cost $28.15 Unrealized
SVB FINANCIAL GROUP 0.2%
Value ($000) $519 Shares 4,450 Est. Cost $83.36 Unrealized
CIGNA CORP 0.2%
Value ($000) $519 Shares 5,645 Est. Cost $72.41 Unrealized
KINDER MORGAN ENERGY LP UNIT L 0.2%
Value ($000) $516 Shares 6,285 Est. Cost $85.33 Unrealized
MPC MARATHON PETE CORP 0.2%
Value ($000) $490 Shares 6,280 Est. Cost $27.55 Unrealized +13.1%
HD HOME DEPOT INC 0.2%
Value ($000) $487 Shares 6,018 Est. Cost $56.74 Unrealized +5.9%
NEM NEWMONT MINING CORP COM 0.2%
Value ($000) $477 Shares 18,750 Est. Cost $22.93 Unrealized -18.2%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $473 Shares 19,030 Est. Cost $15.88 Unrealized +4.8%
CVS C V S CAREMARK CORP 0.2%
Value ($000) $469 Shares 6,228 Est. Cost $41.59 Unrealized +32.0%
EXPRESS SCRIPTS HOLDING COMPAN 0.2%
Value ($000) $464 Shares 6,683 Est. Cost $64.85 Unrealized
RPX CORP 0.2%
Value ($000) $436 Shares 24,540 Est. Cost $16.80 Unrealized
BIDU BAIDU INC ADR F SPONSORED ADR 0.2%
Value ($000) $434 Shares 2,320 Est. Cost $187.07 Unrealized
BROADSOFT INC 0.2%
Value ($000) $432 Shares 16,378 Est. Cost $27.61 Unrealized
TIFFANY & CO NEW COM 0.2%
Value ($000) $428 Shares 4,274 Est. Cost $72.77 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $427 Shares 3,710 Est. Cost $86.84 Unrealized +5.7%
SWK STANLEY BLACK & DECKER 0.2%
Value ($000) $424 Shares 4,824 Est. Cost $56.98 Unrealized +11.4%
AMZN AMAZON INC COM 0.2%
Value ($000) $406 Shares 1,250 Est. Cost $13.32 Unrealized +18.8%
CARBO CERAMICS 0.1%
Value ($000) $370 Shares 2,400 Est. Cost $154.17 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $363 Shares 6,836 Est. Cost $21.01 Unrealized +15.8%
PROSPECT CAPITAL CORPORATION 0.1%
Value ($000) $361 Shares 34,032 Est. Cost $10.80 Unrealized
TECO ENERGY INC 0.1%
Value ($000) $356 Shares 19,300 Est. Cost $17.67 Unrealized
BP BP PLC ADR F SPONSORED ADR 1 A 0.1%
Value ($000) $352 Shares 6,681 Est. Cost $52.69 Unrealized
ED CONSOLIDATED EDISON HLDG CO IN 0.1%
Value ($000) $350 Shares 6,050 Est. Cost $37.32 Unrealized -2.4%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $349 Shares 3,685 Est. Cost $73.64 Unrealized -4.8%
DIS WALT DISNEY CO 0.1%
Value ($000) $327 Shares 3,812 Est. Cost $59.03 Unrealized +24.4%
SEAGATE TECHNOLOGY 0.1%
Value ($000) $318 Shares 5,600 Est. Cost $44.82 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $307 Shares 3,820 Est. Cost $44.24 Unrealized +22.5%
AEP AMERICAN ELECTRIC PWR CO INC 0.1%
Value ($000) $306 Shares 5,488 Est. Cost $34.90 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $305 Shares 740 Est. Cost $55.09 Unrealized -19.9%
RVTY PERKINELMER INC 0.1%
Value ($000) $300 Shares 6,400 Est. Cost $31.21 Unrealized +38.2%
AFL AFLAC INC COM 0.1%
Value ($000) $296 Shares 4,770 Est. Cost $21.21 Unrealized +11.7%
SYK STRYKER CORP 0.1%
Value ($000) $284 Shares 3,360 Est. Cost $58.90 Unrealized +20.8%
AMT AMERICAN TOWER CORPORATION REI 0.1%
Value ($000) $279 Shares 3,100 Est. Cost $59.70 Unrealized +10.0%
O'REILLY AUTOMOTIVE 0.1%
Value ($000) $271 Shares 1,800 Est. Cost $112.73 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $268 Shares 3,298 Est. Cost $40.97 Unrealized +9.0%
TAP MOLSON COORS BREWING CLB 0.1%
Value ($000) $260 Shares 3,500 Est. Cost $41.92 Unrealized +16.0%
C CITIGROUP 0.1%
Value ($000) $259 Shares 5,501 Est. Cost $35.41 Unrealized 0.0%
EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $254 Shares 2,961 Est. Cost $74.30 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $254 Shares 2,900 Est. Cost $65.43 Unrealized 0.0%
CNI CDN NATIONAL RAILWAY CO 0.1%
Value ($000) $247 Shares 3,800 Est. Cost $44.56 Unrealized +8.4%
POWERSHARES QQQ TRUST, SERIES 0.1%
Value ($000) $246 Shares 2,624 Est. Cost $93.75 Unrealized
MKC/V MCCORMICK AND CO - voting 0.1%
Value ($000) $246 Shares 3,450 Est. Cost $28.50 Unrealized 0.0%
SEADRILL LTD 0.1%
Value ($000) $240 Shares 6,000 Est. Cost $40.76 Unrealized
MONSANTO CO NEW COM 0.1%
Value ($000) $240 Shares 1,924 Est. Cost $98.89 Unrealized
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $234 Shares 3,900 Est. Cost $57.10 Unrealized +0.1%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $233 Shares 3,248 Est. Cost $35.33 Unrealized +21.5%
SPG SIMON PROPERTY GROUP 0.1%
Value ($000) $224 Shares 1,347 Est. Cost $80.96 Unrealized +15.1%
CTSH COGNIZANT TECH SOL CL A 0.1%
Value ($000) $223 Shares 4,550 Est. Cost $42.34 Unrealized +2.1%
BBVA BANCO BILBOA VIZCAYA ARG SA SP 0.1%
Value ($000) $222 Shares 17,404 Est. Cost $8.52 Unrealized
ABBVIE INC 0.1%
Value ($000) $219 Shares 3,875 Est. Cost $41.37 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $218 Shares 2,125 Est. Cost $17.92 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $217 Shares 1,952 Est. Cost $71.75 Unrealized 0.0%
CSX C S X CORP 0.1%
Value ($000) $216 Shares 7,015 Est. Cost $8.10 Unrealized 0.0%
WISCONSIN EGY CP HLDG CO 0.1%
Value ($000) $206 Shares 4,400 Est. Cost $46.82 Unrealized
NOBLE CORPORATION PLC NEW 0.1%
Value ($000) $201 Shares 6,000 Est. Cost $33.50 Unrealized
TEXAS PAC LD TR SUB CTF PROP I 0.1%
Value ($000) $200 Shares 1,250 Est. Cost $160.00 Unrealized
GEORGETOWN BANCORP 0.1%
Value ($000) $162 Shares 10,085 Est. Cost $16.06 Unrealized
NEW YORK COMMUNITY BANK CORP 0.1%
Value ($000) $162 Shares 10,150 Est. Cost $13.99 Unrealized
CHIQUITA BRANDS INTERNATIONAL 0.0%
Value ($000) $108 Shares 10,000 Est. Cost $11.70 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $94 Shares 16,145 Est. Cost $4.16 Unrealized
MILLENNIAL MEDIA INC 0.0%
Value ($000) $76 Shares 15,307 Est. Cost $8.67 Unrealized
TREMOR VIDEO INC 0.0%
Value ($000) $66 Shares 14,000 Est. Cost $5.69 Unrealized