Fund HoldingsIpswich Investment Management Co., Inc.

Total Portfolio Value
$395.53M
Total Bought
$19.49M
Total Sold
$25.23M
Net Transaction
-$5.74M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)067,780+67,780025,4886.44%+25,488
APPLE INC(AAPL)0101,767+101,767019,5934.95%+19,593
COSTCO WHSL CORP NEW(COST)16,63516,756+1219,39811,0602.80%+1,662
UNION PAC CORP(UNP)033,368+33,36808,1962.07%+8,196
JPMORGAN CHASE & CO(JPM)45,43545,267-1686,5897,7001.95%+1,111
AMAZON COM INC(AMZN)048,630+48,63007,3891.87%+7,389
ISHARES TR039,489+39,489010,8102.73%+10,810
ACCENTURE PLC IRELAND
SHS CLASS A
21,65421,851+1976,6507,6681.94%+1,018
WATSCO INC(WSO)017,847+17,84707,6471.93%+7,647
ASML HOLDING N V
N Y REGISTRY SHS
05,089+5,08903,8520.97%+3,852
ADVANCED MICRO DEVICES INC(AMD)017,251+17,25102,5430.64%+2,543
VISA INC(V)026,856+26,85606,9921.77%+6,992
BROOKFIELD INFRASTRUCTURE CO(BIPC)079,565+79,56502,8070.71%+2,807
PALO ALTO NETWORKS INC(PANW)012,640+12,64003,7270.94%+3,727
PROGRESSIVE CORP(PGR)37,80637,354-4525,2665,9501.50%+683
COGENT COMMUNICATIONS HLDGS038,899+38,89902,9590.75%+2,959
OTIS WORLDWIDE CORP(OTIS)058,911+58,91105,2711.33%+5,271
NVIDIA CORPORATION(NVDA)11,20411,125-794,8745,5091.39%+636
CROWN CASTLE INC(CCI)34,19032,498-1,6923,1473,7430.95%+597
TEXAS INSTRS INC(TXN)033,046+33,04605,6331.42%+5,633
ALPHABET INC(GOOG)56,43556,909+4747,3857,9502.01%+565
LINDE PLC(LIN)013,867+13,86705,6951.44%+5,695
CAMDEN NATL CORP(CAC)068,143+68,14302,5640.65%+2,564
INTEL CORP(INTC)36,50336,338-1651,2981,8260.46%+528
ILLINOIS TOOL WKS INC(ITW)016,748+16,74804,3871.11%+4,387
LOCKHEED MARTIN CORP(LMT)1,5282,508+9806251,1370.29%+512
ABBOTT LABS036,456+36,45604,0131.01%+4,013
HONEYWELL INTL INC(HON)016,884+16,88403,5410.90%+3,541
ONEOK INC NEW(OKE)58,90559,639+7343,7364,1881.06%+452
CRISPR THERAPEUTICS AG(CRSP)024,195+24,19501,5150.38%+1,515
CATERPILLAR INC(CAT)17,92918,006+774,8955,3241.35%+429
INTERNATIONAL BUSINESS MACHS(IBM)15,68915,867+1782,2012,5950.66%+394
FAIR ISAAC CORP(FICO)1,3151,31501,1421,5310.39%+389
MERCK & CO INC(MRK)66,82666,571-2556,8807,2581.83%+378
L3HARRIS TECHNOLOGIES INC(LHX)09,985+9,98502,1030.53%+2,103
AMGEN INC(AMGN)18,36618,358-84,9365,2871.34%+351
CHUBB LIMITED
COM
16,62916,797+1683,4623,7960.96%+334
VERTEX PHARMACEUTICALS INC(VRTX)0785+78503190.08%+319
TARGET CORP(TGT)09,915+9,91501,4120.36%+1,412
VERALTO CORP(VLTO)03,681+3,68103030.08%+303
TJX COS INC NEW(TJX)50,10850,298+1904,4544,7181.19%+265
NOVO-NORDISK A S(NVO)81,77074,376-7,3947,4367,6941.95%+258
MCDONALDS CORP(MCD)08,100+8,10002,4020.61%+2,402
INTERCONTINENTAL EXCHANGE IN(ICE)01,858+1,85802390.06%+239
THERMO FISHER SCIENTIFIC INC(TMO)06,769+6,76903,5930.91%+3,593
ABBVIE INC(ABBV)37,79837,79805,6345,8581.48%+223
S&P GLOBAL INC(SPGI)0501+50102210.06%+221
SALESFORCE INC(CRM)3,5703,559-117249370.24%+213
CUMMINS INC(CMI)5,6756,275+6001,2971,5030.38%+207
XYLEM INC(XYL)01,800+1,80002060.05%+206
ROSS STORES INC(ROST)7,9357,93508961,0980.28%+202
EDWARDS LIFESCIENCES CORP016,579+16,57901,2640.32%+1,264
RTX CORPORATION(RTX)015,436+15,43601,2990.33%+1,299
STAG INDL INC(STAG)20,88623,046+2,1607219050.23%+184
AMERICAN WTR WKS CO INC NEW022,730+22,73003,0000.76%+3,000
GENERAL ELECTRIC CO(GE)9,0919,191+1001,0051,1730.30%+168
DUKE ENERGY CORP NEW(DUK)017,514+17,51401,7000.43%+1,700
3M CO(MMM)015,694+15,69401,7160.43%+1,716
HOME DEPOT INC(HD)4,4854,368-1171,3551,5140.38%+159
APPLIED MATLS INC07,676+7,67601,2440.31%+1,244
QUALCOMM INC(QCOM)06,283+6,28309090.23%+909
COLGATE PALMOLIVE CO(CL)016,951+16,95101,3510.34%+1,351
ADOBE INC(ADBE)1,6541,659+58439900.25%+146
COCA COLA CO(KO)055,760+55,76003,2860.83%+3,286
AMERICAN EXPRESS CO(AXP)03,716+3,71606960.18%+696
NIKE INC(NKE)012,698+12,69801,3790.35%+1,379
ELI LILLY & CO(LLY)4,8774,727-1502,6202,7550.70%+136
BROADCOM INC(AVGO)43543503614860.12%+124
BANK MONTREAL QUE08,139+8,13908050.20%+805
SOUTHERN CO(SO)016,421+16,42101,1510.29%+1,151
WASTE MGMT INC DEL(WM)03,850+3,85006900.17%+690
MARRIOTT INTL INC NEW(MAR)3,3653,36506627590.19%+97
ISHARES TR5,8915,951+605566440.16%+88
SHERWIN WILLIAMS CO(SHW)1,4931,49303814660.12%+85
PROCTER AND GAMBLE CO(PG)046,129+46,12906,7601.71%+6,760
SYSCO CORP(SYY)011,602+11,60208480.21%+848
ALPHABET INC(GOOG)16,36615,841-5252,1582,2320.56%+75
ISHARES TR5,5545,142-4122,3852,4560.62%+71
LULULEMON ATHLETICA INC(LULU)785730-553033730.09%+71
COCA-COLA EUROPACIFIC PARTNE
SHS
16,20016,20001,0121,0810.27%+69
RPM INTL INC(RPM)4,4604,360-1004234870.12%+64
BANK NOVA SCOTIA HALIFAX025,986+25,98601,2650.32%+1,265
IDEXX LABS INC(IDXX)53553502342970.08%+63
SPDR S&P 500 ETF TR(SPY)1,2621,26205396000.15%+60
AT&T INC(T)040,482+40,48206790.17%+679
MICRON TECHNOLOGY INC(MU)3,3253,32502262840.07%+58
FEDERAL AGRIC MTG CORP(AGM)1,5201,52002352910.07%+56
TORO CO04,325+4,32504150.10%+415
MEDPACE HLDGS INC(MEDP)85585502072620.07%+55
PEPSICO INC(PEP)025,665+25,66504,3591.10%+4,359
META PLATFORMS INC(META)99399302983510.09%+53
CHIPOTLE MEXICAN GRILL INC(CMG)11711702142680.07%+53
VERIZON COMMUNICATIONS INC(VZ)015,423+15,42305810.15%+581
LAM RESEARCH CORP(LRCX)32532502042550.06%+51
AKAMAI TECHNOLOGIES INC(AKAM)5,4195,304-1155776280.16%+50
FISERV INC(FISV)02,495+2,49503310.08%+331
UNITEDHEALTH GROUP INC(UNH)1,0241,074+505165650.14%+49
GXO LOGISTICS INCORPORATED(GXO)012,680+12,68007760.20%+776
WATERS CORP(WAT)80080002192630.07%+44
ZOETIS INC(ZTS)1,8491,84903223650.09%+43
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