Ipswich Investment Management Co., Inc.

All 13F Filings

Location
Beverly, MA
Most recent 13F
Q1 2026
Holdings value ($000)
425,883
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/10/2026 185 425,883 13F-HR Ipswich Investment Management Co., Inc.
Q4 2025 1/16/2026 185 431,839 13F-HR Ipswich Investment Management Co., Inc.
Q3 2025 10/8/2025 185 428,146 13F-HR Ipswich Investment Management Co., Inc.
Q2 2025 7/16/2025 185 414,492 13F-HR Ipswich Investment Management Co., Inc.
Q2 2014 7/15/2014 145 258,212 13F-HR Ipswich Investment Management Co., Inc.
Q1 2014 4/15/2014 131 232,386 13F-HR Ipswich Investment Management Co., Inc.
Q4 2013 1/16/2014 143 239,458 13F-HR Ipswich Investment Management Co., Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 392.4 K 92.1% 0 16.26 K -16.26 K
ETFs 30.94 K 7.3% 9 K 0 9 K
Other 2.583 K 0.6% 1.306 K 0 1.306 K
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Fund Snapshot

Q1 2026
Latest filed
4/10/2026
Total value ($000)
425,883
Holdings
185
QoQ value change ($000)
-5,956 (-1.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.