Ipswich Investment Management Co., Inc. Diversified Active

CIK: 0001463753 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 18, 2018

Total Value ($000): $217,587 (100.0% shares, 0.0% debt)

Holdings (82)

XOM EXXON MOBIL CORP 5.5%
Value ($000) $12,029 Shares 145,395 Est. Cost $54.61 Unrealized +2.8%
MSFT MICROSOFT CORP 4.4%
Value ($000) $9,623 Shares 97,583 Est. Cost $30.87 Unrealized +190.8%
AAPL APPLE INC 4.2%
Value ($000) $9,092 Shares 49,115 Est. Cost $22.62 Unrealized +89.0%
UNP UNION PAC CORP 3.5%
Value ($000) $7,551 Shares 53,297 Est. Cost $82.67 Unrealized +42.4%
JNJ JOHNSON & JOHNSON 3.4%
Value ($000) $7,413 Shares 61,093 Est. Cost $65.51 Unrealized +53.7%
INTC INTEL CORP 3.4%
Value ($000) $7,368 Shares 148,213 Est. Cost $19.35 Unrealized +132.8%
CVX CHEVRON CORP NEW 2.8%
Value ($000) $6,149 Shares 48,638 Est. Cost $72.61 Unrealized +22.8%
V VISA INC 2.8%
Value ($000) $5,993 Shares 45,249 Est. Cost $68.94 Unrealized +77.1%
IWV ISHARES TR 2.7%
Value ($000) $5,921 Shares 36,482 Est. Cost $125.17 Unrealized
JPM JPMORGAN CHASE & CO 2.3%
Value ($000) $4,998 Shares 47,967 Est. Cost $60.57 Unrealized +47.0%
RAYTHEON CO 2.2%
Value ($000) $4,688 Shares 24,270 Est. Cost $114.47 Unrealized
CAT CATERPILLAR INC DEL 2.1%
Value ($000) $4,647 Shares 34,253 Est. Cost $64.38 Unrealized +96.5%
AMGN AMGEN INC 2.1%
Value ($000) $4,529 Shares 24,537 Est. Cost $76.27 Unrealized +83.9%
CB CHUBB LIMITED 2.0%
Value ($000) $4,382 Shares 34,501 Est. Cost $97.69 Unrealized +19.2%
HON HONEYWELL INTL INC 2.0%
Value ($000) $4,319 Shares 29,983 Est. Cost $68.19 Unrealized +66.6%
ROYAL DUTCH SHELL PLC 2.0%
Value ($000) $4,282 Shares 61,856 Est. Cost $62.50 Unrealized
MMM 3M CO 2.0%
Value ($000) $4,282 Shares 21,769 Est. Cost $122.50 Unrealized +6.2%
MAR MARRIOTT INTL INC NEW 1.9%
Value ($000) $4,028 Shares 31,816 Est. Cost $61.77 Unrealized +106.7%
EOG EOG RES INC 1.8%
Value ($000) $3,869 Shares 31,095 Est. Cost $67.36 Unrealized +29.5%
MKC MCCORMICK & CO INC 1.7%
Value ($000) $3,650 Shares 31,444 Est. Cost $30.51 Unrealized +48.9%
PG PROCTER AND GAMBLE CO 1.7%
Value ($000) $3,634 Shares 46,549 Est. Cost $58.59 Unrealized +5.5%
HMN HORACE MANN EDUCATORS CORP N 1.7%
Value ($000) $3,616 Shares 81,066 Est. Cost $23.42 Unrealized +89.2%
DEO DIAGEO P L C 1.6%
Value ($000) $3,380 Shares 23,471 Est. Cost $137.01 Unrealized
CRSP CRISPR THERAPEUTICS AG 1.5%
Value ($000) $3,354 Shares 57,080 Est. Cost $22.44 Unrealized +153.8%
TXN TEXAS INSTRS INC 1.5%
Value ($000) $3,256 Shares 29,529 Est. Cost $65.95 Unrealized +32.3%
MRK MERCK & CO INC 1.5%
Value ($000) $3,164 Shares 52,119 Est. Cost $32.45 Unrealized +37.2%
BAX BAXTER INTL INC 1.3%
Value ($000) $2,796 Shares 37,872 Est. Cost $32.55 Unrealized +89.0%
GLAXOSMITHKLINE PLC 1.3%
Value ($000) $2,789 Shares 69,185 Est. Cost $43.15 Unrealized
ABBV ABBVIE INC 1.3%
Value ($000) $2,775 Shares 29,955 Est. Cost $67.44 Unrealized +4.5%
ACN ACCENTURE PLC IRELAND 1.3%
Value ($000) $2,770 Shares 16,935 Est. Cost $140.62 Unrealized -0.9%
SLB SCHLUMBERGER LTD 1.2%
Value ($000) $2,640 Shares 39,386 Est. Cost $53.96 Unrealized +2.1%
MRSH MARSH & MCLENNAN COS INC 1.2%
Value ($000) $2,523 Shares 30,785 Est. Cost $66.86 Unrealized +8.0%
CHD CHURCH & DWIGHT INC 1.1%
Value ($000) $2,458 Shares 46,241 Est. Cost $39.94 Unrealized +10.4%
PRAXAIR INC 1.1%
Value ($000) $2,419 Shares 15,293 Est. Cost $149.11 Unrealized
LABORATORY CORP AMER HLDGS 1.1%
Value ($000) $2,385 Shares 13,282 Est. Cost $129.53 Unrealized
PEP PEPSICO INC 1.1%
Value ($000) $2,369 Shares 21,764 Est. Cost $66.76 Unrealized +22.4%
BNS BANK N S HALIFAX 1.0%
Value ($000) $2,269 Shares 39,655 Est. Cost $42.38 Unrealized -5.0%
RGNX REGENXBIO INC 1.0%
Value ($000) $2,244 Shares 31,271 Est. Cost $35.42 Unrealized +34.8%
DUK DUKE ENERGY CORP NEW 1.0%
Value ($000) $2,232 Shares 28,228 Est. Cost $47.66 Unrealized +18.4%
DOWDUPONT INC 1.0%
Value ($000) $2,219 Shares 33,656 Est. Cost $67.61 Unrealized
EMR EMERSON ELEC CO 1.0%
Value ($000) $2,138 Shares 30,925 Est. Cost $48.13 Unrealized +21.8%
BB&T CORP 1.0%
Value ($000) $2,107 Shares 41,781 Est. Cost $38.44 Unrealized
ABT ABBOTT LABS 0.9%
Value ($000) $1,959 Shares 32,125 Est. Cost $52.62 Unrealized +1.0%
CL COLGATE PALMOLIVE CO 0.9%
Value ($000) $1,933 Shares 29,832 Est. Cost $47.56 Unrealized +14.8%
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value ($000) $1,932 Shares 13,830 Est. Cost $108.64 Unrealized -8.0%
NVS NOVARTIS A G 0.9%
Value ($000) $1,913 Shares 25,330 Est. Cost $72.13 Unrealized
GENERAL ELECTRIC CO 0.9%
Value ($000) $1,907 Shares 140,101 Est. Cost $22.68 Unrealized
MCD MCDONALDS CORP 0.8%
Value ($000) $1,732 Shares 11,052 Est. Cost $82.06 Unrealized +65.2%
AKAM AKAMAI TECHNOLOGIES INC 0.8%
Value ($000) $1,642 Shares 22,427 Est. Cost $49.76 Unrealized +50.7%
KO COCA COLA CO 0.7%
Value ($000) $1,592 Shares 36,305 Est. Cost $28.46 Unrealized +19.5%
NKE NIKE INC 0.7%
Value ($000) $1,562 Shares 19,604 Est. Cost $49.14 Unrealized +29.9%
T AT&T INC 0.7%
Value ($000) $1,556 Shares 48,455 Est. Cost $11.83 Unrealized +22.9%
BMY BRISTOL MYERS SQUIBB CO 0.7%
Value ($000) $1,531 Shares 27,667 Est. Cost $30.78 Unrealized +32.0%
TOTAL S A 0.7%
Value ($000) $1,518 Shares 25,074 Est. Cost $50.28 Unrealized
MO ALTRIA GROUP INC 0.6%
Value ($000) $1,348 Shares 23,745 Est. Cost $22.75 Unrealized +41.5%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,319 Shares 26,219 Est. Cost $27.31 Unrealized +17.9%
PFE PFIZER INC 0.6%
Value ($000) $1,261 Shares 34,749 Est. Cost $19.14 Unrealized +27.0%
PORTOLA PHARMACEUTICALS INC 0.5%
Value ($000) $1,172 Shares 31,040 Est. Cost $37.76 Unrealized
EATON VANCE CORP 0.5%
Value ($000) $1,119 Shares 21,450 Est. Cost $37.58 Unrealized
CCJ CAMECO CORP 0.5%
Value ($000) $1,053 Shares 93,600 Est. Cost $9.42 Unrealized +12.2%
SO SOUTHERN CO 0.5%
Value ($000) $987 Shares 21,309 Est. Cost $27.73 Unrealized +18.5%
HSY HERSHEY CO 0.4%
Value ($000) $960 Shares 10,320 Est. Cost $65.98 Unrealized +17.9%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $878 Shares 15,834 Est. Cost $38.46 Unrealized +12.7%
WEC WEC ENERGY GROUP INC 0.4%
Value ($000) $836 Shares 12,933 Est. Cost $44.22 Unrealized +10.2%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $809 Shares 10,025 Est. Cost $56.59 Unrealized 0.0%
SYY SYSCO CORP 0.3%
Value ($000) $693 Shares 10,152 Est. Cost $52.26 Unrealized 0.0%
RIG TRANSOCEAN LTD 0.3%
Value ($000) $638 Shares 47,500 Est. Cost $9.21 Unrealized +33.7%
ARTNA ARTESIAN RESOURCES CORP 0.3%
Value ($000) $614 Shares 15,832 Est. Cost $15.29 Unrealized +98.7%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $596 Shares 11,365 Est. Cost $25.51 Unrealized +106.9%
CSCO CISCO SYS INC 0.3%
Value ($000) $553 Shares 12,860 Est. Cost $18.47 Unrealized +88.1%
APACHE CORP 0.3%
Value ($000) $553 Shares 11,830 Est. Cost $46.22 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $530 Shares 10,848 Est. Cost $42.83 Unrealized +12.2%
ORCL ORACLE CORP 0.2%
Value ($000) $451 Shares 10,226 Est. Cost $38.17 Unrealized +7.9%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $436 Shares 15,754 Est. Cost $26.08 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $430 Shares 10,000 Est. Cost $32.02 Unrealized +17.3%
BAC BANK AMER CORP 0.1%
Value ($000) $295 Shares 10,476 Est. Cost $13.50 Unrealized +84.1%
USAC USA COMPRESSION PARTNERS LP 0.1%
Value ($000) $247 Shares 14,650 Est. Cost $13.36 Unrealized
ABBNY ABB LTD 0.1%
Value ($000) $240 Shares 11,030 Est. Cost $21.08 Unrealized
DNP SELECT INCOME FD 0.1%
Value ($000) $133 Shares 12,375 Est. Cost $8.97 Unrealized
CLF CLEVELAND CLIFFS INC 0.1%
Value ($000) $121 Shares 14,400 Est. Cost $7.07 Unrealized +6.6%
F FORD MTR CO DEL 0.1%
Value ($000) $115 Shares 10,360 Est. Cost $8.83 Unrealized -12.3%
TELARIA INC 0.0%
Value ($000) $73 Shares 18,000 Est. Cost $4.06 Unrealized