Ipswich Investment Management Co., Inc. Diversified Active

CIK: 0001463753 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 13, 2016

Total Value ($000): $221,755 (100.0% shares, 0.0% debt)

Holdings (141)

XOM EXXON MOBIL CORP 4.4%
Value ($000) $9,759 Shares 125,196 Est. Cost $53.87 Unrealized -4.6%
MSFT MICROSOFT CORP 3.2%
Value ($000) $7,188 Shares 129,560 Est. Cost $26.70 Unrealized +72.0%
AAPL APPLE INC 3.2%
Value ($000) $7,073 Shares 67,194 Est. Cost $18.30 Unrealized +40.6%
GENERAL ELECTRIC CO 3.0%
Value ($000) $6,585 Shares 211,390 Est. Cost $25.64 Unrealized
INTC INTEL CORP 2.8%
Value ($000) $6,293 Shares 182,669 Est. Cost $17.30 Unrealized +54.1%
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $6,088 Shares 59,270 Est. Cost $62.39 Unrealized +21.7%
CVX CHEVRON CORP NEW 2.3%
Value ($000) $5,050 Shares 56,134 Est. Cost $68.95 Unrealized -15.3%
NVS NOVARTIS A G 2.2%
Value ($000) $4,976 Shares 57,830 Est. Cost $71.31 Unrealized
MKC MCCORMICK & CO INC 2.2%
Value ($000) $4,881 Shares 57,039 Est. Cost $28.87 Unrealized +20.5%
SLB SCHLUMBERGER LTD 2.1%
Value ($000) $4,640 Shares 66,515 Est. Cost $54.04 Unrealized +3.8%
ACE LTD 2.0%
Value ($000) $4,516 Shares 38,649 Est. Cost $103.42 Unrealized
PG PROCTER & GAMBLE CO 1.9%
Value ($000) $4,234 Shares 53,312 Est. Cost $55.31 Unrealized +4.8%
AMGN AMGEN INC 1.9%
Value ($000) $4,193 Shares 25,830 Est. Cost $74.15 Unrealized +57.1%
IWV ISHARES TR 1.8%
Value ($000) $3,976 Shares 33,052 Est. Cost $117.85 Unrealized
UNP UNION PAC CORP 1.8%
Value ($000) $3,881 Shares 49,629 Est. Cost $67.14 Unrealized +1.7%
GOOGL ALPHABET INC 1.7%
Value ($000) $3,859 Shares 4,960 Est. Cost $36.73 Unrealized 0.0%
V VISA INC 1.7%
Value ($000) $3,783 Shares 48,785 Est. Cost $66.91 Unrealized +7.8%
HMN HORACE MANN EDUCATORS CORP N 1.7%
Value ($000) $3,766 Shares 113,496 Est. Cost $23.42 Unrealized +46.0%
AIG AMERICAN INTL GROUP INC 1.7%
Value ($000) $3,721 Shares 60,045 Est. Cost $36.05 Unrealized +31.3%
RAYTHEON CO 1.7%
Value ($000) $3,662 Shares 29,406 Est. Cost $107.34 Unrealized
GILD GILEAD SCIENCES INC 1.6%
Value ($000) $3,446 Shares 34,055 Est. Cost $50.22 Unrealized +45.2%
CELGENE CORP 1.6%
Value ($000) $3,442 Shares 28,740 Est. Cost $108.74 Unrealized
UNITED TECHNOLOGIES CORP 1.5%
Value ($000) $3,392 Shares 35,310 Est. Cost $95.71 Unrealized
BAX BAXTER INTL INC 1.5%
Value ($000) $3,327 Shares 87,210 Est. Cost $32.15 Unrealized -3.4%
CL COLGATE PALMOLIVE CO 1.5%
Value ($000) $3,304 Shares 49,600 Est. Cost $45.52 Unrealized +15.4%
HON HONEYWELL INTL INC 1.4%
Value ($000) $3,108 Shares 30,012 Est. Cost $64.64 Unrealized +14.9%
ROYAL DUTCH SHELL PLC 1.4%
Value ($000) $3,076 Shares 67,185 Est. Cost $64.70 Unrealized
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $3,048 Shares 18,875 Est. Cost $123.26 Unrealized +7.8%
CAMERON INTERNATIONAL CORP 1.4%
Value ($000) $3,048 Shares 48,235 Est. Cost $61.16 Unrealized
TROW PRICE T ROWE GROUP INC 1.3%
Value ($000) $2,942 Shares 41,151 Est. Cost $48.13 Unrealized +5.7%
NKE NIKE INC 1.3%
Value ($000) $2,936 Shares 46,980 Est. Cost $49.14 Unrealized +15.3%
DIS DISNEY WALT CO 1.3%
Value ($000) $2,927 Shares 27,855 Est. Cost $80.87 Unrealized +26.4%
AKAM AKAMAI TECHNOLOGIES INC 1.3%
Value ($000) $2,896 Shares 55,035 Est. Cost $49.53 Unrealized +24.0%
WFC WELLS FARGO & CO NEW 1.3%
Value ($000) $2,857 Shares 52,566 Est. Cost $37.81 Unrealized +8.0%
CVS CVS HEALTH CORP 1.3%
Value ($000) $2,841 Shares 29,053 Est. Cost $70.70 Unrealized +2.7%
TOTAL S A 1.2%
Value ($000) $2,688 Shares 59,793 Est. Cost $50.28 Unrealized
PEP PEPSICO INC 1.1%
Value ($000) $2,506 Shares 25,081 Est. Cost $56.48 Unrealized +30.1%
EOG EOG RES INC 1.1%
Value ($000) $2,495 Shares 35,245 Est. Cost $66.08 Unrealized -9.5%
DUK DUKE ENERGY CORP NEW 1.1%
Value ($000) $2,415 Shares 33,828 Est. Cost $47.12 Unrealized -1.6%
MRK MERCK & CO INC NEW 1.1%
Value ($000) $2,412 Shares 45,671 Est. Cost $30.61 Unrealized +20.1%
CHD CHURCH & DWIGHT INC 1.0%
Value ($000) $2,260 Shares 26,630 Est. Cost $36.20 Unrealized +3.6%
TJX TJX COS INC NEW 1.0%
Value ($000) $2,207 Shares 31,131 Est. Cost $29.08 Unrealized +6.3%
BMY BRISTOL MYERS SQUIBB CO 1.0%
Value ($000) $2,112 Shares 30,700 Est. Cost $29.76 Unrealized +56.9%
CAT CATERPILLAR INC DEL 0.9%
Value ($000) $1,972 Shares 29,025 Est. Cost $61.67 Unrealized -11.5%
ABBV ABBVIE INC 0.8%
Value ($000) $1,822 Shares 30,755 Est. Cost $42.52 Unrealized -10.7%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $1,809 Shares 27,393 Est. Cost $37.81 Unrealized +31.4%
AMZN AMAZON COM INC 0.8%
Value ($000) $1,685 Shares 2,493 Est. Cost $23.04 Unrealized +36.8%
T AT&T INC 0.7%
Value ($000) $1,539 Shares 44,728 Est. Cost $11.54 Unrealized +7.8%
KO COCA COLA CO 0.6%
Value ($000) $1,415 Shares 32,946 Est. Cost $27.93 Unrealized +10.4%
BROOKLINE BANCORP INC DEL 0.6%
Value ($000) $1,372 Shares 119,300 Est. Cost $9.99 Unrealized
EMR EMERSON ELEC CO 0.6%
Value ($000) $1,299 Shares 27,148 Est. Cost $40.15 Unrealized -9.1%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,287 Shares 27,838 Est. Cost $27.13 Unrealized -0.8%
MCD MCDONALDS CORP 0.6%
Value ($000) $1,267 Shares 10,723 Est. Cost $71.99 Unrealized +21.2%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $1,236 Shares 8,983 Est. Cost $116.46 Unrealized -24.8%
GLAXOSMITHKLINE PLC 0.4%
Value ($000) $993 Shares 24,605 Est. Cost $50.13 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $991 Shares 7,493 Est. Cost $66.05 Unrealized +51.4%
MO ALTRIA GROUP INC 0.4%
Value ($000) $990 Shares 17,010 Est. Cost $18.88 Unrealized +56.0%
SBUX STARBUCKS CORP 0.4%
Value ($000) $983 Shares 16,370 Est. Cost $33.30 Unrealized +48.4%
SO SOUTHERN CO 0.4%
Value ($000) $967 Shares 20,659 Est. Cost $27.07 Unrealized +9.4%
PFE PFIZER INC 0.4%
Value ($000) $927 Shares 28,729 Est. Cost $18.39 Unrealized +10.8%
HSY HERSHEY CO 0.4%
Value ($000) $921 Shares 10,320 Est. Cost $65.98 Unrealized +6.7%
EFA ISHARES TR 0.4%
Value ($000) $864 Shares 14,706 Est. Cost $67.29 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $845 Shares 1,114 Est. Cost $35.61 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC 0.4%
Value ($000) $835 Shares 19,220 Est. Cost $23.49 Unrealized +57.0%
ARTNA ARTESIAN RESOURCES CORP 0.4%
Value ($000) $835 Shares 30,135 Est. Cost $15.16 Unrealized +26.4%
ORCL ORACLE CORP 0.4%
Value ($000) $813 Shares 22,254 Est. Cost $34.67 Unrealized -5.3%
CHUBB CORP 0.4%
Value ($000) $805 Shares 6,070 Est. Cost $85.20 Unrealized
CIGNA CORPORATION 0.4%
Value ($000) $777 Shares 5,312 Est. Cost $72.41 Unrealized
EATON VANCE CORP 0.3%
Value ($000) $747 Shares 23,030 Est. Cost $37.58 Unrealized
BMO BANK MONTREAL QUE 0.3%
Value ($000) $707 Shares 12,525 Est. Cost $37.32 Unrealized +2.3%
F FORD MTR CO DEL 0.3%
Value ($000) $705 Shares 50,010 Est. Cost $8.83 Unrealized -5.5%
LLY LILLY ELI & CO 0.3%
Value ($000) $698 Shares 8,280 Est. Cost $42.83 Unrealized +62.8%
MMM 3M CO 0.3%
Value ($000) $650 Shares 4,315 Est. Cost $83.75 Unrealized +10.0%
GIS GENERAL MLS INC 0.3%
Value ($000) $621 Shares 10,766 Est. Cost $37.40 Unrealized +8.2%
YAHOO INC 0.3%
Value ($000) $590 Shares 17,735 Est. Cost $25.14 Unrealized
EXPRESS SCRIPTS HLDG CO 0.3%
Value ($000) $587 Shares 6,718 Est. Cost $80.97 Unrealized
DE DEERE & CO 0.3%
Value ($000) $572 Shares 7,500 Est. Cost $69.17 Unrealized -6.0%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $551 Shares 7,919 Est. Cost $61.24 Unrealized +2.7%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $547 Shares 5,124 Est. Cost $58.26 Unrealized +39.3%
WHR WHIRLPOOL CORP 0.2%
Value ($000) $518 Shares 3,530 Est. Cost $121.58 Unrealized +27.6%
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $511 Shares 7,679 Est. Cost $55.65 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $474 Shares 5,998 Est. Cost $24.99 Unrealized +3.9%
IVV ISHARES TR 0.2%
Value ($000) $436 Shares 2,130 Est. Cost $192.51 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $434 Shares 9,296 Est. Cost $41.39 Unrealized -7.3%
ORLY O REILLY AUTOMOTIVE INC NEW 0.2%
Value ($000) $431 Shares 1,700 Est. Cost $16.15 Unrealized +7.4%
CSCO CISCO SYS INC 0.2%
Value ($000) $418 Shares 15,386 Est. Cost $17.52 Unrealized +15.1%
POWERSHARES QQQ TRUST 0.2%
Value ($000) $408 Shares 3,645 Est. Cost $101.79 Unrealized
TECO ENERGY INC 0.2%
Value ($000) $397 Shares 14,900 Est. Cost $26.24 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.2%
Value ($000) $394 Shares 5,825 Est. Cost $56.04 Unrealized -4.6%
PHG KONINKLIJKE PHILIPS N V 0.2%
Value ($000) $368 Shares 14,453 Est. Cost $28.06 Unrealized
HSBC HSBC HLDGS PLC 0.2%
Value ($000) $365 Shares 9,256 Est. Cost $49.45 Unrealized
ABBNY ABB LTD 0.2%
Value ($000) $351 Shares 19,780 Est. Cost $21.08 Unrealized
RVTY PERKINELMER INC 0.2%
Value ($000) $343 Shares 6,400 Est. Cost $31.21 Unrealized +58.3%
AMTRUST FINL SVCS INC 0.1%
Value ($000) $331 Shares 5,375 Est. Cost $61.58 Unrealized
TAP MOLSON COORS BREWING CO 0.1%
Value ($000) $329 Shares 3,500 Est. Cost $41.92 Unrealized +67.6%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $328 Shares 12,824 Est. Cost $24.88 Unrealized
BCS BARCLAYS PLC 0.1%
Value ($000) $327 Shares 25,200 Est. Cost $14.79 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $326 Shares 5,075 Est. Cost $37.32 Unrealized +19.5%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $322 Shares 590 Est. Cost $55.09 Unrealized +2.0%
PSX PHILLIPS 66 0.1%
Value ($000) $320 Shares 3,910 Est. Cost $50.66 Unrealized +16.6%
TIFFANY & CO NEW 0.1%
Value ($000) $311 Shares 4,074 Est. Cost $72.77 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $310 Shares 5,988 Est. Cost $31.93 Unrealized +19.2%
BP BP PLC 0.1%
Value ($000) $303 Shares 9,679 Est. Cost $30.53 Unrealized
BUCKEYE PARTNERS L P 0.1%
Value ($000) $302 Shares 4,582 Est. Cost $59.36 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $301 Shares 3,100 Est. Cost $60.13 Unrealized +26.3%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $299 Shares 550 Est. Cost $333.32 Unrealized +61.7%
BAXALTA INC 0.1%
Value ($000) $291 Shares 7,465 Est. Cost $31.46 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $287 Shares 3,092 Est. Cost $62.65 Unrealized +36.0%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $281 Shares 2,709 Est. Cost $63.68 Unrealized +14.3%
BHP BHP BILLITON LTD 0.1%
Value ($000) $270 Shares 10,500 Est. Cost $58.32 Unrealized
SAN BANCO SANTANDER SA 0.1%
Value ($000) $268 Shares 54,891 Est. Cost $9.27 Unrealized
TEXAS PAC LD TR 0.1%
Value ($000) $268 Shares 2,050 Est. Cost $147.85 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $262 Shares 1,347 Est. Cost $80.96 Unrealized +43.1%
FOUNDATION MEDICINE INC 0.1%
Value ($000) $261 Shares 12,400 Est. Cost $18.47 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $259 Shares 1,857 Est. Cost $136.79 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $258 Shares 2,200 Est. Cost $117.27 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $251 Shares 17,725 Est. Cost $25.51 Unrealized -38.9%
FIREEYE INC 0.1%
Value ($000) $251 Shares 12,105 Est. Cost $31.86 Unrealized
E M C CORP MASS 0.1%
Value ($000) $250 Shares 9,730 Est. Cost $23.62 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $242 Shares 3,610 Est. Cost $70.74 Unrealized -7.2%
STERIS PLC 0.1%
Value ($000) $241 Shares 3,200 Est. Cost $75.31 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $237 Shares 2,555 Est. Cost $68.35 Unrealized +4.5%
NFG NATIONAL FUEL GAS CO N J 0.1%
Value ($000) $232 Shares 5,416 Est. Cost $47.49 Unrealized 0.0%
EFX EQUIFAX INC 0.1%
Value ($000) $228 Shares 2,051 Est. Cost $98.15 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $227 Shares 3,775 Est. Cost $44.54 Unrealized +28.3%
BAC BANK AMER CORP 0.1%
Value ($000) $222 Shares 13,193 Est. Cost $12.68 Unrealized +6.9%
BIDU BAIDU INC 0.1%
Value ($000) $220 Shares 1,165 Est. Cost $188.84 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $214 Shares 3,168 Est. Cost $35.33 Unrealized +26.2%
GEORGETOWN BANCORP INC MD 0.1%
Value ($000) $211 Shares 11,131 Est. Cost $16.24 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $211 Shares 2,900 Est. Cost $48.59 Unrealized +13.7%
AFL AFLAC INC 0.1%
Value ($000) $205 Shares 3,420 Est. Cost $24.53 Unrealized 0.0%
GPI GROUP 1 AUTOMOTIVE INC 0.1%
Value ($000) $204 Shares 2,700 Est. Cost $90.01 Unrealized -8.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $203 Shares 1,950 Est. Cost $19.50 Unrealized 0.0%
ADBE ADOBE SYS INC 0.1%
Value ($000) $202 Shares 2,150 Est. Cost $89.84 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $202 Shares 2,629 Est. Cost $58.56 Unrealized 0.0%
NEW YORK CMNTY BANCORP INC 0.1%
Value ($000) $187 Shares 11,450 Est. Cost $14.26 Unrealized
USAC USA COMPRESSION PARTNERS LP 0.1%
Value ($000) $155 Shares 13,500 Est. Cost $11.48 Unrealized
ARCC ARES CAP CORP 0.1%
Value ($000) $151 Shares 10,610 Est. Cost $5.81 Unrealized -0.8%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value ($000) $132 Shares 17,979 Est. Cost $8.55 Unrealized
DNP SELECT INCOME FD 0.1%
Value ($000) $111 Shares 12,375 Est. Cost $8.97 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $71 Shares 15,127 Est. Cost $4.16 Unrealized