Ipswich Investment Management Co., Inc. Diversified Active

Location: Beverly, MA

CIK: 0001463753 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 26, 2022

Total Value: $348M (100.0% shares, 0.0% debt)

Holdings (176)

MSFT MICROSOFT CORP 5.3%
Value $18.52M Shares 72,111 Est. Cost $34.67 Unrealized +659.8%
AAPL APPLE INC 4.4%
Value $15.46M Shares 113,096 Est. Cost $84.36 Unrealized +76.2%
XOM EXXON MOBIL CORP 2.8%
Value $9.734M Shares 113,657 Est. Cost $54.74 Unrealized +45.4%
JNJ JOHNSON & JOHNSON 2.7%
Value $9.465M Shares 53,320 Est. Cost $74.75 Unrealized +114.0%
IWV ISHARES TR 2.4%
Value $8.476M Shares 38,988 Est. Cost $140.72 Unrealized
UNP UNION PAC CORP 2.4%
Value $8.384M Shares 39,309 Est. Cost $83.80 Unrealized +149.2%
COST COSTCO WHSL CORP NEW 2.3%
Value $7.896M Shares 16,475 Est. Cost $214.76 Unrealized +125.8%
CVX CHEVRON CORP NEW 2.1%
Value $7.36M Shares 50,837 Est. Cost $74.51 Unrealized +91.5%
GOOGL ALPHABET INC 2.0%
Value $7.074M Shares 3,246 Est. Cost $64.21 Unrealized +82.0%
PG PROCTER AND GAMBLE CO 1.9%
Value $6.594M Shares 45,856 Est. Cost $62.56 Unrealized +119.5%
ACN ACCENTURE PLC IRELAND 1.8%
Value $6.121M Shares 22,046 Est. Cost $145.04 Unrealized +96.2%
ABBV ABBVIE INC 1.7%
Value $5.869M Shares 38,321 Est. Cost $67.67 Unrealized +98.2%
NVO NOVO-NORDISK A S 1.7%
Value $5.737M Shares 51,487 Est. Cost $65.64 Unrealized
V VISA INC 1.6%
Value $5.668M Shares 28,788 Est. Cost $76.81 Unrealized +161.8%
JPM JPMORGAN CHASE & CO 1.6%
Value $5.511M Shares 48,941 Est. Cost $75.49 Unrealized +49.7%
MRSH MARSH & MCLENNAN COS INC 1.5%
Value $5.378M Shares 34,642 Est. Cost $70.89 Unrealized +114.0%
AMZN AMAZON COM INC 1.5%
Value $5.275M Shares 49,666 Est. Cost $123.88 Unrealized +1.0%
MRK MERCK & CO INC 1.4%
Value $5.024M Shares 55,102 Est. Cost $39.56 Unrealized +100.2%
AMGN AMGEN INC 1.4%
Value $4.792M Shares 19,697 Est. Cost $81.66 Unrealized +167.7%
TXN TEXAS INSTRS INC 1.4%
Value $4.74M Shares 30,847 Est. Cost $71.75 Unrealized +110.4%
PGR PROGRESSIVE CORP 1.3%
Value $4.589M Shares 39,467 Est. Cost $58.33 Unrealized +77.2%
EL LAUDER ESTEE COS INC 1.2%
Value $4.262M Shares 16,737 Est. Cost $139.15 Unrealized +71.4%
LINDE PLC 1.2%
Value $4.195M Shares 14,590 Est. Cost $182.01 Unrealized
MKC MCCORMICK & CO INC 1.2%
Value $4.13M Shares 49,615 Est. Cost $58.97 Unrealized +47.7%
HON HONEYWELL INTL INC 1.2%
Value $4.109M Shares 23,642 Est. Cost $72.15 Unrealized +130.5%
OTIS OTIS WORLDWIDE CORP 1.2%
Value $3.998M Shares 56,566 Est. Cost $64.06 Unrealized +8.4%
PEP PEPSICO INC 1.1%
Value $3.983M Shares 23,901 Est. Cost $78.58 Unrealized +90.6%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value $3.853M Shares 7,092 Est. Cost $254.96 Unrealized +113.6%
CAT CATERPILLAR INC 1.0%
Value $3.644M Shares 20,387 Est. Cost $72.10 Unrealized +173.6%
WSO WATSCO INC 1.0%
Value $3.621M Shares 15,161 Est. Cost $171.23 Unrealized +53.7%
ABT ABBOTT LABS 1.0%
Value $3.598M Shares 33,113 Est. Cost $53.53 Unrealized +98.2%
KO COCA COLA CO 1.0%
Value $3.469M Shares 55,147 Est. Cost $37.13 Unrealized +52.9%
AWK AMERICAN WTR WKS CO INC NEW 1.0%
Value $3.458M Shares 23,245 Est. Cost $118.70 Unrealized +18.8%
CB CHUBB LIMITED 1.0%
Value $3.45M Shares 17,551 Est. Cost $98.66 Unrealized +98.9%
CAC CAMDEN NATL CORP 1.0%
Value $3.392M Shares 76,997 Est. Cost $25.73 Unrealized +47.2%
ITW ILLINOIS TOOL WKS INC 1.0%
Value $3.342M Shares 18,339 Est. Cost $113.40 Unrealized +61.4%
OKE ONEOK INC NEW 0.9%
Value $3.005M Shares 54,146 Est. Cost $28.74 Unrealized +85.9%
NEE NEXTERA ENERGY INC 0.8%
Value $2.909M Shares 37,559 Est. Cost $65.74 Unrealized +4.7%
TJX TJX COS INC NEW 0.8%
Value $2.905M Shares 52,005 Est. Cost $48.98 Unrealized +17.2%
INTC INTEL CORP 0.8%
Value $2.816M Shares 75,286 Est. Cost $27.94 Unrealized +45.4%
MMM 3M CO 0.8%
Value $2.728M Shares 21,084 Est. Cost $122.87 Unrealized -14.4%
CCI CROWN CASTLE INTL CORP NEW 0.7%
Value $2.603M Shares 15,458 Est. Cost $114.79 Unrealized +30.8%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value $2.435M Shares 17,249 Est. Cost $103.42 Unrealized +13.6%
NVS NOVARTIS AG 0.7%
Value $2.37M Shares 28,038 Est. Cost $76.33 Unrealized
MRNA MODERNA INC 0.7%
Value $2.345M Shares 16,418 Est. Cost $191.91 Unrealized -25.5%
EQNR EQUINOR ASA 0.7%
Value $2.327M Shares 66,934 Est. Cost $19.37 Unrealized
TGT TARGET CORP 0.7%
Value $2.307M Shares 16,338 Est. Cost $114.35 Unrealized +48.8%
EMR EMERSON ELEC CO 0.7%
Value $2.301M Shares 28,933 Est. Cost $48.58 Unrealized +68.6%
ASML ASML HOLDING N V 0.7%
Value $2.286M Shares 4,804 Est. Cost $704.80 Unrealized
LLY LILLY ELI & CO 0.6%
Value $2.239M Shares 6,907 Est. Cost $91.15 Unrealized +219.2%
DEO DIAGEO PLC 0.6%
Value $2.216M Shares 12,729 Est. Cost $140.42 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.6%
Value $2.195M Shares 1,475 Est. Cost $117.17 Unrealized +33.2%
PANW PALO ALTO NETWORKS INC 0.6%
Value $2.059M Shares 4,169 Est. Cost $62.34 Unrealized +42.2%
NVDA NVIDIA CORPORATION 0.6%
Value $2.05M Shares 13,524 Est. Cost $17.16 Unrealized +9.8%
MCD MCDONALDS CORP 0.6%
Value $2.023M Shares 8,196 Est. Cost $90.47 Unrealized +150.2%
GXO GXO LOGISTICS INCORPORATED 0.6%
Value $1.956M Shares 45,198 Est. Cost $88.72 Unrealized -37.6%
DUK DUKE ENERGY CORP NEW 0.5%
Value $1.89M Shares 17,627 Est. Cost $47.66 Unrealized +100.1%
PFE PFIZER INC 0.5%
Value $1.866M Shares 35,591 Est. Cost $22.03 Unrealized +90.6%
GOOG ALPHABET INC 0.5%
Value $1.859M Shares 850 Est. Cost $60.19 Unrealized +94.8%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value $1.779M Shares 23,110 Est. Cost $33.20 Unrealized +95.7%
CL COLGATE PALMOLIVE CO 0.5%
Value $1.757M Shares 21,927 Est. Cost $48.83 Unrealized +47.1%
DHR DANAHER CORPORATION 0.5%
Value $1.682M Shares 6,634 Est. Cost $110.66 Unrealized +104.4%
CRSP CRISPR THERAPEUTICS AG 0.5%
Value $1.579M Shares 25,979 Est. Cost $23.98 Unrealized +145.1%
CCOI COGENT COMMUNICATIONS HLDGS 0.5%
Value $1.574M Shares 25,899 Est. Cost $44.30 Unrealized +11.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value $1.57M Shares 16,339 Est. Cost $54.61 Unrealized +62.1%
BAX BAXTER INTL INC 0.5%
Value $1.57M Shares 24,449 Est. Cost $32.55 Unrealized +104.1%
IVV ISHARES TR 0.5%
Value $1.566M Shares 4,129 Est. Cost $322.19 Unrealized
NEM NEWMONT CORP 0.4%
Value $1.536M Shares 25,745 Est. Cost $50.98 Unrealized +24.1%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value $1.519M Shares 29,935 Est. Cost $31.70 Unrealized +26.5%
EW EDWARDS LIFESCIENCES CORP 0.4%
Value $1.502M Shares 15,799 Est. Cost $66.83 Unrealized +54.9%
CHD CHURCH & DWIGHT CO INC 0.4%
Value $1.436M Shares 15,493 Est. Cost $39.94 Unrealized +126.4%
NKE NIKE INC 0.4%
Value $1.435M Shares 14,045 Est. Cost $50.96 Unrealized +118.4%
TOTALENERGIES SE 0.4%
Value $1.398M Shares 26,562 Est. Cost $47.07 Unrealized
PFF ISHARES TR 0.4%
Value $1.37M Shares 41,669 Est. Cost $38.23 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value $1.287M Shares 16,831 Est. Cost $86.93 Unrealized +7.7%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value $1.285M Shares 6,118 Est. Cost $121.49 Unrealized +66.7%
BNS BANK NOVA SCOTIA B C 0.4%
Value $1.272M Shares 21,488 Est. Cost $40.57 Unrealized +30.8%
CI CIGNA CORP NEW 0.4%
Value $1.258M Shares 4,774 Est. Cost $190.77 Unrealized +26.5%
HD HOME DEPOT INC 0.4%
Value $1.237M Shares 4,509 Est. Cost $177.58 Unrealized +51.5%
UPS UNITED PARCEL SERVICE INC 0.3%
Value $1.212M Shares 6,639 Est. Cost $155.79 Unrealized -1.6%
BTI BRITISH AMERN TOB PLC 0.3%
Value $1.185M Shares 27,617 Est. Cost $38.72 Unrealized
SHEL SHELL PLC 0.3%
Value $1.175M Shares 22,473 Est. Cost $54.91 Unrealized
AMAT APPLIED MATLS INC 0.3%
Value $1.169M Shares 12,851 Est. Cost $83.57 Unrealized +26.9%
SO SOUTHERN CO 0.3%
Value $1.153M Shares 16,175 Est. Cost $28.71 Unrealized +123.9%
ILMN ILLUMINA INC 0.3%
Value $1.114M Shares 6,043 Est. Cost $400.38 Unrealized -36.2%
QQQ INVESCO QQQ TR 0.3%
Value $1.053M Shares 3,758 Est. Cost $190.87 Unrealized
QCOM QUALCOMM INC 0.3%
Value $1.048M Shares 8,203 Est. Cost $85.86 Unrealized +45.5%
MKC/V MCCORMICK & CO INC 0.3%
Value $1.028M Shares 12,381 Est. Cost $74.55 Unrealized +16.8%
PM PHILIP MORRIS INTL INC 0.3%
Value $1.019M Shares 10,325 Est. Cost $56.51 Unrealized +51.1%
SYY SYSCO CORP 0.3%
Value $983K Shares 11,602 Est. Cost $53.87 Unrealized +40.6%
IJH ISHARES TR 0.3%
Value $954K Shares 4,215 Est. Cost $199.80 Unrealized
MO ALTRIA GROUP INC 0.3%
Value $902K Shares 21,587 Est. Cost $26.47 Unrealized +45.3%
IGSB ISHARES TR 0.3%
Value $900K Shares 17,800 Est. Cost $54.66 Unrealized
T AT&T INC 0.2%
Value $865K Shares 41,246 Est. Cost $13.01 Unrealized +25.4%
AKAM AKAMAI TECHNOLOGIES INC 0.2%
Value $863K Shares 9,445 Est. Cost $64.49 Unrealized +61.6%
APD AIR PRODS & CHEMS INC 0.2%
Value $860K Shares 3,577 Est. Cost $219.62 Unrealized +0.6%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.2%
Value $831K Shares 16,100 Est. Cost $43.10 Unrealized +6.1%
CRM SALESFORCE INC 0.2%
Value $820K Shares 4,969 Est. Cost $228.74 Unrealized -23.7%
BMO BANK MONTREAL QUE 0.2%
Value $818K Shares 8,510 Est. Cost $60.92 Unrealized +49.3%
STAG STAG INDL INC 0.2%
Value $797K Shares 25,825 Est. Cost $46.79 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value $774K Shares 2,452 Est. Cost $215.09 Unrealized +56.8%
ALC ALCON AG 0.2%
Value $734K Shares 10,509 Est. Cost $58.98 Unrealized +22.3%
HSY HERSHEY CO 0.2%
Value $726K Shares 3,375 Est. Cost $66.27 Unrealized +199.8%
DIS DISNEY WALT CO 0.2%
Value $694K Shares 7,356 Est. Cost $130.64 Unrealized -17.0%
GE GENERAL ELECTRIC CO 0.2%
Value $657K Shares 10,311 Est. Cost $62.95 Unrealized -24.4%
ORCL ORACLE CORP 0.2%
Value $626K Shares 8,955 Est. Cost $42.46 Unrealized +64.5%
DD DUPONT DE NEMOURS INC 0.2%
Value $611K Shares 11,002 Est. Cost $27.24 Unrealized -7.0%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value $606K Shares 2,508 Est. Cost $180.00 Unrealized +24.2%
TROW PRICE T ROWE GROUP INC 0.2%
Value $592K Shares 5,214 Est. Cost $82.14 Unrealized +30.5%
ROST ROSS STORES INC 0.2%
Value $557K Shares 7,935 Est. Cost $85.31 Unrealized +0.1%
DOW DOW INC 0.2%
Value $556K Shares 10,765 Est. Cost $36.37 Unrealized +42.4%
GIS GENERAL MLS INC 0.2%
Value $541K Shares 7,166 Est. Cost $42.65 Unrealized +45.0%
FICO FAIR ISAAC CORP 0.2%
Value $539K Shares 1,345 Est. Cost $221.97 Unrealized +77.7%
CTVA CORTEVA INC 0.2%
Value $533K Shares 9,849 Est. Cost $26.67 Unrealized +109.2%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value $526K Shares 833 Est. Cost $24.73 Unrealized +74.0%
MAR MARRIOTT INTL INC NEW 0.1%
Value $516K Shares 3,790 Est. Cost $67.69 Unrealized +135.6%
JKHY HENRY JACK & ASSOC INC 0.1%
Value $512K Shares 2,846 Est. Cost $134.10 Unrealized +33.3%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $508K Shares 20,827 Est. Cost $26.32 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $508K Shares 3,666 Est. Cost $99.20 Unrealized +58.8%
LABORATORY CORP AMER HLDGS 0.1%
Value $498K Shares 2,125 Est. Cost $129.53 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value $483K Shares 10,105 Est. Cost $65.43 Unrealized
EFA ISHARES TR 0.1%
Value $480K Shares 7,681 Est. Cost $67.54 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value $477K Shares 7,679 Est. Cost $35.59 Unrealized +60.8%
SPY SPDR S&P 500 ETF TR 0.1%
Value $476K Shares 1,262 Est. Cost $374.00 Unrealized
DE DEERE & CO 0.1%
Value $463K Shares 1,547 Est. Cost $299.81 Unrealized +16.6%
COP CONOCOPHILLIPS 0.1%
Value $461K Shares 5,131 Est. Cost $32.91 Unrealized +173.3%
GSK PLC 0.1%
Value $454K Shares 10,440 Est. Cost $42.33 Unrealized
VRSN VERISIGN INC 0.1%
Value $452K Shares 2,700 Est. Cost $153.45 Unrealized +18.5%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value $451K Shares 5,908 Est. Cost $78.14 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value $430K Shares 4,525 Est. Cost $60.39 Unrealized +39.2%
AFL AFLAC INC 0.1%
Value $424K Shares 7,660 Est. Cost $33.00 Unrealized +64.7%
MDT MEDTRONIC PLC 0.1%
Value $414K Shares 4,617 Est. Cost $81.67 Unrealized +10.7%
SLB SCHLUMBERGER LTD 0.1%
Value $399K Shares 11,160 Est. Cost $51.03 Unrealized -25.0%
WFC WELLS FARGO CO NEW 0.1%
Value $393K Shares 10,038 Est. Cost $38.70 Unrealized +3.2%
IJR ISHARES TR 0.1%
Value $367K Shares 3,971 Est. Cost $93.41 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value $367K Shares 1,002 Est. Cost $372.33 Unrealized +9.3%
RPM RPM INTL INC 0.1%
Value $365K Shares 4,635 Est. Cost $61.46 Unrealized +36.7%
WEC WEC ENERGY GROUP INC 0.1%
Value $362K Shares 3,600 Est. Cost $44.33 Unrealized +101.7%
LOW LOWES COS INC 0.1%
Value $360K Shares 2,062 Est. Cost $104.23 Unrealized +72.3%
BCE BCE INC 0.1%
Value $357K Shares 7,253 Est. Cost $29.93 Unrealized +37.0%
SYK STRYKER CORPORATION 0.1%
Value $357K Shares 1,795 Est. Cost $157.40 Unrealized +43.5%
AMT AMERICAN TOWER CORP NEW 0.1%
Value $337K Shares 1,320 Est. Cost $159.20 Unrealized +39.6%
D DOMINION ENERGY INC 0.1%
Value $331K Shares 4,151 Est. Cost $51.29 Unrealized +35.2%
TTC TORO CO 0.1%
Value $328K Shares 4,325 Est. Cost $60.80 Unrealized +33.5%
ZTS ZOETIS INC 0.1%
Value $320K Shares 1,859 Est. Cost $88.04 Unrealized +89.4%
SHW SHERWIN WILLIAMS CO 0.1%
Value $320K Shares 1,428 Est. Cost $222.79 Unrealized +11.4%
CVS CVS HEALTH CORP 0.1%
Value $318K Shares 3,427 Est. Cost $56.02 Unrealized +53.3%
GILD GILEAD SCIENCES INC 0.1%
Value $315K Shares 5,095 Est. Cost $56.19 Unrealized -3.7%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value $308K Shares 1,000 Est. Cost $308.00 Unrealized
CSCO CISCO SYS INC 0.1%
Value $296K Shares 6,945 Est. Cost $22.23 Unrealized +92.6%
SBUX STARBUCKS CORP 0.1%
Value $295K Shares 3,857 Est. Cost $52.15 Unrealized +35.0%
RVTY PERKINELMER INC 0.1%
Value $282K Shares 1,984 Est. Cost $113.55 Unrealized +30.8%
IRDM IRIDIUM COMMUNICATIONS INC 0.1%
Value $282K Shares 7,500 Est. Cost $31.42 Unrealized +18.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $280K Shares 1,025 Est. Cost $210.97 Unrealized +48.7%
KMB KIMBERLY-CLARK CORP 0.1%
Value $279K Shares 2,063 Est. Cost $94.31 Unrealized +21.7%
MS MORGAN STANLEY 0.1%
Value $278K Shares 3,651 Est. Cost $67.30 Unrealized +7.6%
ARCC ARES CAPITAL CORP 0.1%
Value $277K Shares 15,445 Est. Cost $13.98 Unrealized -1.0%
WAT WATERS CORP 0.1%
Value $265K Shares 800 Est. Cost $207.83 Unrealized +52.7%
AGM FEDERAL AGRIC MTG CORP 0.1%
Value $264K Shares 2,700 Est. Cost $58.85 Unrealized +55.6%
NTR NUTRIEN LTD 0.1%
Value $262K Shares 3,294 Est. Cost $53.47 Unrealized +61.6%
SNY SANOFI 0.1%
Value $250K Shares 5,000 Est. Cost $49.77 Unrealized
GLW CORNING INC 0.1%
Value $250K Shares 7,940 Est. Cost $27.18 Unrealized +14.3%
FISV FISERV INC 0.1%
Value $240K Shares 2,695 Est. Cost $77.91 Unrealized +24.5%
MPC MARATHON PETE CORP 0.1%
Value $235K Shares 2,862 Est. Cost $69.68 Unrealized +23.8%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value $233K Shares 2,395 Est. Cost $113.91 Unrealized -14.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value $232K Shares 539 Est. Cost $338.54 Unrealized +17.5%
LULU LULULEMON ATHLETICA INC 0.1%
Value $222K Shares 814 Est. Cost $174.31 Unrealized +83.8%
AVGO BROADCOM INC 0.1%
Value $212K Shares 436 Est. Cost $29.64 Unrealized +76.7%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $211K Shares 2,200 Est. Cost $79.21 Unrealized +9.4%
SWK STANLEY BLACK & DECKER INC 0.1%
Value $202K Shares 1,922 Est. Cost $115.16 Unrealized -7.4%
IDXX IDEXX LABS INC 0.1%
Value $201K Shares 572 Est. Cost $305.88 Unrealized +33.3%
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value $192K Shares 12,500 Est. Cost $8.92 Unrealized +168.0%
BRNS VACCITECH PLC 0.1%
Value $178K Shares 39,975 Est. Cost $16.39 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value $122K Shares 11,250 Est. Cost $10.84 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value $75,000 Shares 22,400 Est. Cost $1.55 Unrealized +162.0%
SURFACE ONCOLOGY INC 0.0%
Value $20,000 Shares 12,050 Est. Cost $7.47 Unrealized