David MacDougall

Ipswich Investment Management Co., Inc.

Assets Managed

$473.649M

Holdings

190

Last Quarter

2026 - Q2

Filed Date

4d ago

Growth Rate

11.22%(2Q avg: 4.92%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ipswich Investment Management Co., Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 190 positions.

Assets under management

The assets under management (AUM) of Ipswich Investment Management Co., Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 473.649M in assets, with a quarterly growth rate of 11.22% and a 2-quarter average growth rate of 4.92%. The portfolio is managed by David MacDougall, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Decreased -1.2%	5.08%	$24.035M 83,062 shares@ $289.36 avg price	Decreased -1.2%
MSFT Microsoft Corp Recent Activity Increased 1.3%	4.92%	$23.264M 62,365 shares@ $373.03 avg price	Increased 1.3%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -1.46%	4.14%	$19.562M 54,739 shares@ $357.37 avg price	Decreased -1.46%
CAT Caterpillar Inc Recent Activity Decreased -0.9%	3.52%	$16.641M 15,627 shares@ $1064.89 avg price	Decreased -0.9%
IWV Ishares Russell 3000 Etf Recent Activity Increased 0.29%	3.33%	$15.754M 36,947 shares@ $426.4 avg price	Increased 0.29%
JPM Jpmorgan Chase & Co Recent Activity Decreased -3.43%	3%	$14.182M 43,326 shares@ $327.34 avg price	Decreased -3.43%
NVDA Nvidia Corp Recent Activity Decreased -2.89%	2.93%	$13.862M 69,277 shares@ $200.09 avg price	Decreased -2.89%
COST Costco Wholesale Corp Recent Activity Decreased -1.97%	2.73%	$12.92M 13,812 shares@ $935.45 avg price	Decreased -1.97%
XOM Exxonmobil Holdings Corp Recent Activity New Position	2.6%	$12.296M 89,933 shares@ $136.73 avg price	New Position
PANW Palo Alto Networks Inc Recent Activity Decreased -1.97%	2.44%	$11.518M 33,774 shares@ $341.02 avg price	Decreased -1.97%

1-10 of 190