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| Ipswich Investment Management Company Inc
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| CRD # | 106625 |
| SEC # | 801-26465 |
| CIK # | 0001463753 |
| AUM | 730.2 M (2026-03-16) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 978-356-6333 |
| Address | 138 Conant Street, Suite 201 Beverly, MA 01915 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001463753 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 24.0 | ||
| Microsoft Corp | 23.3 | ||
| Alphabet Inc | 19.6 | ||
| Caterpillar Inc | 16.6 | ||
| J P Morgan Chase & Co | 14.2 | ||
| Nvidia Corp | 13.9 | ||
| Costco Wholesale Corp /NEW | 12.9 | ||
| Palo Alto Networks Inc | 11.5 | ||
| Amazon Com Inc | 11.3 | ||
| ASML Holding NV | 11.0 | ||
| Texas Instruments Inc | 10.2 | ||
| Johnson & Johnson | 9.5 | ||
| Visa Inc | 8.8 | ||
| Progressive Corp/Oh/ | 8.5 | ||
| Lilly Eli & Co | 8.1 | ||
| TJX Companies Inc /DE/ | 7.5 | ||
| Watsco Inc | 6.8 | ||
| Linde PLC | 6.2 | ||
| Merck & Co Inc | 6.0 | ||
| Texas Pacific Land Corp | 5.9 | ||
| Chevron Corp | 5.9 | ||
| Procter & Gamble Co | 5.7 | ||
| Amgen Inc | 5.5 | ||
| Oneok Inc /New/ | 5.5 | ||
| Alphabet Inc | 5.4 | ||
| Marsh & McLennan Companies Inc | 5.3 | ||
| Ace Ltd | 5.3 | ||
| Applied Materials Inc /DE | 5.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 210 | 297.5 |
| (b) Individuals (high net worth individuals) | 42 | 329.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 82.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 20.6 |
| (n) Other | 0 | 0.0 |
| Total | 549 | 730.2 |
| By Discretionary | ||
| Discretionary | 540 | 646.2 |
| Non-Discretionary | 9 | 83.9 |
| Total | 549 | 730.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.1 | |
| United States Persons | 720.1 | |
| Total | 549 | 730.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001463753] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
|
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Canby Financial Advisors LLC
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|
Lesko Securities Inc
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