IPSWICH INVESTMENT MANAGEMENT CO INC
Q3 2026 Form 13-F
IPSWICH, MASSACHUSETTS
CIK 0001463753
· CRD 106625
· SEC-registered investment adviser
Consolidated report · includes
6 managers
since Q2 2013
$468.2M Reported Value Total
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC reports 549 total accounts under management (AUM). There are 540 discretionary accounts valued at $646,241,231, and 9 non-discretionary accounts valued at $83,917,344.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-16
Reported value
$468.2M
Quarter over quarter
+1.0%
Holdings
186
Top-10 concentration
37.7%
Reports holdings for
- Alexander M. Colby (not a 13F filer in our records) · since Q3 2014 · declared by one filing
- David MacDougall (not a 13F filer in our records) · since Q1 2021 · declared by one filing
- Eric H. Jostrom (not a 13F filer in our records) · since Q2 2013 · declared by one filing
- James R. McCall (not a 13F filer in our records) · since Q2 2013 · declared by one filing
- Janell Phillips (not a 13F filer in our records) · since Q2 2017 · declared by one filing
- Patricia A. Bowlin (not a 13F filer in our records) · since Q2 2013 · declared by one filing
- Karen C. Cole (not a 13F filer in our records) · Q1 2014 – Q3 2017 · declared by one filing
- A. Cushing Titcomb (not a 13F filer in our records) · Q2 2013 – Q2 2014 · declared by one filing
- Alexander Colby (not a 13F filer in our records) · Q2 2013 – Q2 2014 · declared by one filing
Key People
Form ADV owners & control persons
Eric Harrison Jostrom
TRUSTEE
Albert Cushing Titcomb
EXECUTIVE VICE PRESIDENT & COO
Alexander M. Colby
TRUSTEE
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 13, 2026 |
| Form | 13F-HR |
| Reported value | $468.2M |
| Positions | 186 |
| Change in reported value | -1.2% |
| New positions | 7 |
| Exited positions | 11 |
| Position turnover | 9.1% |
| Top-10 concentration | 37.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 13, 2026
|
186 | $468.2M |
|
Q2 2026 13F
Filed Jul 16, 2026
|
190 | $473.6M |
|
Q1 2026 13F
Filed Apr 10, 2026
|
185 | $425.9M |
|
Q4 2025 13F
Filed Jan 16, 2026
|
185 | $431.8M |
|
Q3 2025 13F
Filed Oct 8, 2025
|
185 | $428.1M |
|
Q2 2025 13F
Filed Jul 16, 2025
|
185 | $414.5M |
|
Q1 2025 13F
Filed Apr 16, 2025
|
186 | $403.0M |
|
Q4 2024 13F
Filed Feb 3, 2025
|
186 | $415.6M |
|
Q3 2024 13F
Filed Nov 6, 2024
|
192 | $431.9M |
|
Q2 2024 13F
Filed Jul 16, 2024
|
185 | $427.2M |
|
Q1 2024 13F
Filed Apr 19, 2024
|
196 | $426.9M |
|
Q4 2023 13F
Filed Jan 31, 2024
|
186 | $395.5M |
|
Q3 2023 13F
Filed Nov 8, 2023
|
184 | $366.3M |
|
Q2 2023 13F
Filed Jul 27, 2023
|
190 | $379.9M |
|
Q1 2023 13F
Filed Apr 24, 2023
|
187 | $365.8M |
|
Q4 2022 13F
Filed Feb 1, 2023
|
179 | $349.4M |
|
Q3 2022 13F
Filed Oct 11, 2022
|
171 | $314.2M |
|
Q2 2022 13F
Filed Jul 26, 2022
|
176 | $347.5M |
|
Q1 2022 13F
Filed Apr 12, 2022
|
189 | $402.7M |
|
Q4 2021 13F
Filed Jan 24, 2022
|
200 | $428.5M |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | $31.8M | 6.79% |
| 2 | AAPL APPLE INC | $27.2M | 5.82% |
| 3 | GOOGL ALPHABET INC | $18.4M | 3.93% |
| 4 | IWV ISHARES TR | $15.8M | 3.37% |
| 5 | NVDA NVIDIA CORPORATION | $15.8M | 3.36% |
| 6 | XOMZZZZ EXXONMOBIL HOLDINGS CORP | $15.1M | 3.22% |
| 7 | JPM JPMORGAN CHASE & CO | $14.2M | 3.04% |
| 8 | PANW PALO ALTO NETWORKS INC | $12.9M | 2.77% |
| 9 | CAT CATERPILLAR INC | $12.5M | 2.68% |
| 10 | COST COSTCO WHOLESALE CORPORATION | $12.5M | 2.67% |
| 11 | AMZN AMAZON COM INC | $11.7M | 2.51% |
| 12 | JNJ JOHNSON & JOHNSON | $9.9M | 2.11% |
| 13 | TXN TEXAS INSTRS INC | $9.5M | 2.02% |
| 14 | ASML ASML HLDG NV | $9.5M | 2.02% |
| 15 | V VISA INC | $9.2M | 1.96% |
| 16 | PGR PROGRESSIVE CORP | $8.2M | 1.76% |
| 17 | LLY ELI LILLY & CO | $7.4M | 1.59% |
| 18 | CVX CHEVRON CORPORATION | $7.3M | 1.56% |
| 19 | MRK MERCK & CO INC | $6.8M | 1.45% |
| 20 | TJX TJX COS INC NEW | $6.5M | 1.38% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.