Ipswich Investment Management Co., Inc. Diversified Active

CIK: 0001463753 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 8, 2015

Total Value ($000): $228,175 (100.0% shares, 0.0% debt)

Holdings (135)

XOM EXXON MOBIL CORPORATION 5.0%
Value ($000) $11,454 Shares 134,747 Est. Cost $53.87 Unrealized +3.2%
AAPL APPLE INC 3.9%
Value ($000) $8,844 Shares 71,084 Est. Cost $18.21 Unrealized +47.4%
JNJ JOHNSON & JOHNSON 2.8%
Value ($000) $6,444 Shares 64,058 Est. Cost $62.39 Unrealized +20.4%
NVS NOVARTIS AG 2.8%
Value ($000) $6,285 Shares 63,745 Est. Cost $70.73 Unrealized
INTC INTEL CORP 2.7%
Value ($000) $6,061 Shares 193,808 Est. Cost $17.30 Unrealized +50.4%
MSFT MICROSOFT CORP 2.6%
Value ($000) $5,981 Shares 147,152 Est. Cost $26.70 Unrealized +39.5%
UNP UNION PACIFIC CORP 2.5%
Value ($000) $5,705 Shares 52,674 Est. Cost $67.07 Unrealized +36.9%
SLB SCHLUMBERGER LTD F 2.4%
Value ($000) $5,512 Shares 66,057 Est. Cost $53.68 Unrealized +14.3%
GENERAL ELECTRIC COMPANY 2.2%
Value ($000) $5,121 Shares 206,418 Est. Cost $25.34 Unrealized
CVX CHEVRON CORPORATION 2.2%
Value ($000) $5,012 Shares 47,739 Est. Cost $71.30 Unrealized -6.2%
PG PROCTER & GAMBLE 2.1%
Value ($000) $4,682 Shares 57,135 Est. Cost $55.31 Unrealized +15.0%
UNITED TECHNOLOGIES CORP 2.0%
Value ($000) $4,671 Shares 39,850 Est. Cost $95.71 Unrealized
ACE LIMITED 2.0%
Value ($000) $4,529 Shares 40,624 Est. Cost $89.76 Unrealized
MKC MCCORMICK & CO., INC 1.9%
Value ($000) $4,293 Shares 55,667 Est. Cost $28.19 Unrealized +7.0%
ROYAL DUTCH SHELL A ADRF SPONS 1.9%
Value ($000) $4,267 Shares 71,540 Est. Cost $64.70 Unrealized
IWV ISHARES RUSSELL 3000 INDEX 1.8%
Value ($000) $4,218 Shares 34,061 Est. Cost $117.74 Unrealized
AMGN AMGEN INC 1.8%
Value ($000) $4,153 Shares 25,981 Est. Cost $73.45 Unrealized +56.6%
HMN HORACE MANN EDUCATORS 1.7%
Value ($000) $3,926 Shares 114,802 Est. Cost $23.42 Unrealized +37.4%
AKAM AKAMAI TECHNOLOGIES 1.6%
Value ($000) $3,754 Shares 52,835 Est. Cost $48.94 Unrealized +35.1%
TOTAL SA 1.6%
Value ($000) $3,641 Shares 73,314 Est. Cost $50.28 Unrealized
CL COLGATE-PALMOLIVE CO 1.5%
Value ($000) $3,462 Shares 49,930 Est. Cost $45.52 Unrealized +17.9%
GILD GILEAD SCIENCES INC COM 1.5%
Value ($000) $3,355 Shares 34,185 Est. Cost $49.25 Unrealized +43.2%
TROW ROWE T PRICE GROUP INC 1.5%
Value ($000) $3,315 Shares 40,941 Est. Cost $47.99 Unrealized +13.7%
BAX BAXTER INTERNATIONAL INC 1.4%
Value ($000) $3,306 Shares 48,264 Est. Cost $32.32 Unrealized -2.1%
F FORD MOTOR COMPANY NEW 1.4%
Value ($000) $3,304 Shares 204,769 Est. Cost $8.83 Unrealized 0.0%
AIG AMERICAN INTL GROUP 1.4%
Value ($000) $3,158 Shares 57,640 Est. Cost $35.78 Unrealized +15.2%
CELGENE CORP 1.3%
Value ($000) $3,056 Shares 26,510 Est. Cost $107.80 Unrealized
HON HONEYWELL INTERNATIONAL 1.3%
Value ($000) $2,959 Shares 28,367 Est. Cost $64.21 Unrealized +13.7%
YAHOO 1.3%
Value ($000) $2,892 Shares 65,090 Est. Cost $25.14 Unrealized
EOG EOG RESOURCES INC 1.2%
Value ($000) $2,835 Shares 30,910 Est. Cost $67.10 Unrealized -1.3%
DIS WALT DISNEY CO 1.2%
Value ($000) $2,823 Shares 26,915 Est. Cost $79.92 Unrealized +14.9%
GOOGLE INC CLASS A 1.2%
Value ($000) $2,765 Shares 4,985 Est. Cost $901.88 Unrealized
CAMERON INTL CORP 1.2%
Value ($000) $2,762 Shares 61,207 Est. Cost $61.16 Unrealized
VISA INC 1.2%
Value ($000) $2,723 Shares 41,630 Est. Cost $65.41 Unrealized
MRK MERCK & CO INC NEW 1.1%
Value ($000) $2,541 Shares 44,221 Est. Cost $30.30 Unrealized +33.0%
CAT CATERPILLAR INC 1.1%
Value ($000) $2,453 Shares 30,651 Est. Cost $61.74 Unrealized +2.2%
DUKE ENERGY CORP NEW 1.1%
Value ($000) $2,426 Shares 31,606 Est. Cost $67.87 Unrealized
POTASH CORP OF SASKATCHEWAN IN 1.0%
Value ($000) $2,374 Shares 73,600 Est. Cost $36.12 Unrealized
WFC WELLS FARGO & CO NEW 1.0%
Value ($000) $2,341 Shares 43,016 Est. Cost $37.04 Unrealized +7.6%
PEP PEPSICO, INC. 1.0%
Value ($000) $2,335 Shares 24,421 Est. Cost $56.00 Unrealized +24.5%
RAYTHEON COMPANY NEW 1.0%
Value ($000) $2,312 Shares 21,161 Est. Cost $109.26 Unrealized
NORDSTROM INC 1.0%
Value ($000) $2,295 Shares 28,571 Est. Cost $79.41 Unrealized
NKE NIKE INC 0.9%
Value ($000) $2,145 Shares 21,375 Est. Cost $40.87 Unrealized +2.0%
ABBVIE INC 0.9%
Value ($000) $2,041 Shares 34,860 Est. Cost $63.82 Unrealized
CHD CHURCH & DWIGHT INC COM 0.9%
Value ($000) $2,026 Shares 23,715 Est. Cost $36.05 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.9%
Value ($000) $1,948 Shares 30,199 Est. Cost $29.12 Unrealized +49.2%
EMR EMERSON ELECTRIC CO 0.8%
Value ($000) $1,863 Shares 32,898 Est. Cost $40.15 Unrealized +8.1%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $1,519 Shares 25,081 Est. Cost $36.70 Unrealized +20.7%
IBM INTL BUSINESS MACHINES 0.6%
Value ($000) $1,457 Shares 9,079 Est. Cost $118.28 Unrealized -18.4%
KO COCA COLA COMPANY 0.6%
Value ($000) $1,404 Shares 34,610 Est. Cost $27.85 Unrealized +6.3%
T A T & T INC NEW 0.6%
Value ($000) $1,387 Shares 42,463 Est. Cost $11.46 Unrealized +2.9%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $1,261 Shares 25,933 Est. Cost $27.07 Unrealized +2.0%
GLAXOSMITHKLINE PLC ADRF SPONS 0.5%
Value ($000) $1,223 Shares 26,495 Est. Cost $50.13 Unrealized
BROOKLINE BANCORP INC NEW DEL 0.5%
Value ($000) $1,161 Shares 115,500 Est. Cost $9.89 Unrealized
MCD MC DONALD'S CORPORATION 0.5%
Value ($000) $1,161 Shares 11,913 Est. Cost $71.99 Unrealized +0.2%
EFA ISHARES MSCI EAFE 0.5%
Value ($000) $1,127 Shares 17,569 Est. Cost $67.44 Unrealized
EATON VANCE CP NON VTG 0.5%
Value ($000) $1,060 Shares 25,453 Est. Cost $37.58 Unrealized
HSY HERSHEY CO COM 0.5%
Value ($000) $1,031 Shares 10,220 Est. Cost $65.98 Unrealized +21.9%
ORCL ORACLE CORPORATION 0.4%
Value ($000) $1,000 Shares 23,180 Est. Cost $34.67 Unrealized +6.3%
SO SOUTHERN COMPANY 0.4%
Value ($000) $992 Shares 22,409 Est. Cost $27.01 Unrealized +10.9%
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $917 Shares 5,700 Est. Cost $62.64 Unrealized +113.6%
QCOM QUALCOMM INC 0.4%
Value ($000) $912 Shares 13,157 Est. Cost $47.40 Unrealized +9.0%
SAN BANCO SANTANDER SA ADR F SPONS 0.4%
Value ($000) $912 Shares 122,393 Est. Cost $9.27 Unrealized
BHP BHP BILLITON LTD ADR F SPONSOR 0.4%
Value ($000) $849 Shares 18,270 Est. Cost $58.32 Unrealized
MMM 3M COMPANY 0.3%
Value ($000) $786 Shares 4,765 Est. Cost $83.75 Unrealized +15.7%
LLY LILLY ELI & COMPANY 0.3%
Value ($000) $774 Shares 10,655 Est. Cost $42.83 Unrealized +36.9%
PRECISION CASTPARTS CORP 0.3%
Value ($000) $773 Shares 3,680 Est. Cost $229.05 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $768 Shares 8,110 Est. Cost $25.30 Unrealized +42.7%
PFE PFIZER INC 0.3%
Value ($000) $763 Shares 21,927 Est. Cost $16.79 Unrealized +19.7%
WHR WHIRLPOOL CORP 0.3%
Value ($000) $744 Shares 3,680 Est. Cost $121.58 Unrealized +67.0%
HIG HARTFORD FINL SVCS GROUP INC 0.3%
Value ($000) $734 Shares 17,550 Est. Cost $22.20 Unrealized +46.5%
CIGNA CORP 0.3%
Value ($000) $731 Shares 5,645 Est. Cost $72.41 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $710 Shares 14,200 Est. Cost $17.49 Unrealized +49.8%
ARTNA ARTESIAN RES CORP CL A 0.3%
Value ($000) $694 Shares 32,455 Est. Cost $15.16 Unrealized +3.9%
HD HOME DEPOT INC 0.3%
Value ($000) $666 Shares 5,858 Est. Cost $59.37 Unrealized +43.7%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $665 Shares 8,519 Est. Cost $61.14 Unrealized +16.2%
E M C CORP MASS 0.3%
Value ($000) $613 Shares 24,005 Est. Cost $23.62 Unrealized
CHUBB CORP COM 0.3%
Value ($000) $607 Shares 6,000 Est. Cost $84.76 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $579 Shares 3,825 Est. Cost $87.52 Unrealized +38.1%
DE DEERE & CO 0.2%
Value ($000) $570 Shares 6,500 Est. Cost $68.20 Unrealized +7.0%
EXPRESS SCRIPTS HOLDING COMPAN 0.2%
Value ($000) $557 Shares 6,428 Est. Cost $64.85 Unrealized
MKC/V MCCORMICK AND CO - voting 0.2%
Value ($000) $547 Shares 7,050 Est. Cost $29.13 Unrealized +3.4%
DUPONT E I DE NEMOUR&CO 0.2%
Value ($000) $525 Shares 7,343 Est. Cost $56.99 Unrealized
HSBC HSBC HLDGS PLC ADR NEW F SPONS 0.2%
Value ($000) $518 Shares 12,161 Est. Cost $51.73 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $508 Shares 18,715 Est. Cost $25.38 Unrealized +14.9%
SVB FINANCIAL GROUP 0.2%
Value ($000) $502 Shares 3,950 Est. Cost $83.36 Unrealized
KMI KINDER MORGAN INC 0.2%
Value ($000) $495 Shares 11,771 Est. Cost $22.55 Unrealized +5.8%
BIDU BAIDU INC ADR F SPONSORED ADR 0.2%
Value ($000) $480 Shares 2,305 Est. Cost $187.07 Unrealized
SWK STANLEY BLACK & DECKER 0.2%
Value ($000) $460 Shares 4,824 Est. Cost $56.98 Unrealized +27.3%
GOOGLE INC CLASS C 0.2%
Value ($000) $452 Shares 826 Est. Cost $575.33 Unrealized
AMZN AMAZON INC COM 0.2%
Value ($000) $428 Shares 1,150 Est. Cost $13.32 Unrealized +32.0%
EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $422 Shares 2,961 Est. Cost $74.30 Unrealized
CVS C V S HEALTH CORP 0.2%
Value ($000) $409 Shares 3,958 Est. Cost $41.59 Unrealized +78.6%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $402 Shares 5,736 Est. Cost $21.01 Unrealized +39.3%
PHG KONNINKLIJKE PHILIPS N V 0.2%
Value ($000) $397 Shares 13,995 Est. Cost $28.15 Unrealized
FIREEYE INC 0.2%
Value ($000) $391 Shares 9,950 Est. Cost $33.21 Unrealized
O'REILLY AUTOMOTIVE 0.2%
Value ($000) $368 Shares 1,700 Est. Cost $112.73 Unrealized
TIFFANY & CO NEW COM 0.2%
Value ($000) $359 Shares 4,074 Est. Cost $72.77 Unrealized
ABBNY ABB LTD 0.1%
Value ($000) $342 Shares 16,150 Est. Cost $21.87 Unrealized
RVTY PERKINELMER INC 0.1%
Value ($000) $327 Shares 6,400 Est. Cost $31.21 Unrealized +43.3%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $323 Shares 640 Est. Cost $55.09 Unrealized +2.8%
MPC MARATHON PETE CORP 0.1%
Value ($000) $322 Shares 3,144 Est. Cost $27.55 Unrealized +24.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $313 Shares 5,030 Est. Cost $45.28 Unrealized +0.6%
ED CONSOLIDATED EDISON HLDG CO IN 0.1%
Value ($000) $310 Shares 5,075 Est. Cost $37.32 Unrealized +17.1%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $308 Shares 4,225 Est. Cost $57.83 Unrealized -3.6%
BMO BANK OF MONTREAL 0.1%
Value ($000) $303 Shares 5,050 Est. Cost $38.67 Unrealized +3.2%
REGN REGENERON PHARMS INC 0.1%
Value ($000) $293 Shares 650 Est. Cost $333.32 Unrealized +26.4%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $290 Shares 2,549 Est. Cost $62.81 Unrealized +17.7%
BROADSOFT INC 0.1%
Value ($000) $288 Shares 8,613 Est. Cost $29.03 Unrealized
AMT AMERICAN TOWER CORPORATION REI 0.1%
Value ($000) $282 Shares 3,000 Est. Cost $59.70 Unrealized +25.0%
TEXAS PAC LD TR SUB CTF PROP I 0.1%
Value ($000) $282 Shares 1,950 Est. Cost $148.73 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $267 Shares 2,892 Est. Cost $58.90 Unrealized +39.2%
SPG SIMON PROPERTY GROUP 0.1%
Value ($000) $264 Shares 1,347 Est. Cost $80.96 Unrealized +39.7%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $261 Shares 9,478 Est. Cost $15.88 Unrealized +26.6%
TAP MOLSON COORS BREWING CLB 0.1%
Value ($000) $261 Shares 3,500 Est. Cost $41.92 Unrealized +37.8%
MARATHON OIL CORP 0.1%
Value ($000) $254 Shares 9,718 Est. Cost $34.67 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $249 Shares 4,400 Est. Cost $33.52 Unrealized +9.3%
CTSH COGNIZANT TECH SOL CL A 0.1%
Value ($000) $246 Shares 3,950 Est. Cost $44.29 Unrealized +18.0%
TGT TARGET CORPORATION 0.1%
Value ($000) $246 Shares 3,000 Est. Cost $48.59 Unrealized +15.3%
CNI CANADIAN NATIONAL RAILWAY CO 0.1%
Value ($000) $237 Shares 3,550 Est. Cost $45.51 Unrealized +22.6%
YUM YUM BRANDS INC 0.1%
Value ($000) $236 Shares 2,998 Est. Cost $40.97 Unrealized +8.7%
STERIS CORP 0.1%
Value ($000) $225 Shares 3,200 Est. Cost $65.00 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $225 Shares 3,168 Est. Cost $35.33 Unrealized +31.9%
IJH ISHARES S&P MIDCAP 0.1%
Value ($000) $222 Shares 1,459 Est. Cost $152.16 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $217 Shares 2,765 Est. Cost $49.25 Unrealized 0.0%
STT STATE STR CORP COM 0.1%
Value ($000) $212 Shares 2,883 Est. Cost $52.07 Unrealized +6.0%
FLR FLUOR CORPORATION 0.1%
Value ($000) $211 Shares 3,700 Est. Cost $53.65 Unrealized -4.8%
MONSANTO CO NEW COM 0.1%
Value ($000) $205 Shares 1,824 Est. Cost $98.89 Unrealized
GEORGETOWN BANCORP 0.1%
Value ($000) $190 Shares 10,585 Est. Cost $16.15 Unrealized
BBVA BANCO BILBOA VIZCAYA ARG SA SP 0.1%
Value ($000) $178 Shares 17,726 Est. Cost $8.53 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $172 Shares 11,192 Est. Cost $12.57 Unrealized +1.5%
NEW YORK COMMUNITY BANK CORP 0.1%
Value ($000) $170 Shares 10,150 Est. Cost $13.99 Unrealized
ASIA PACIFIC FUND 0.1%
Value ($000) $159 Shares 13,730 Est. Cost $11.58 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $114 Shares 16,145 Est. Cost $4.16 Unrealized
TREMOR VIDEO INC 0.0%
Value ($000) $33 Shares 14,000 Est. Cost $5.69 Unrealized