Ipswich Investment Management Co., Inc.

The portfolio currently consists of 185 positions. Despite the increase in asset base, the manager maintains a relatively diversified approach, though with a clear concentration in top-tier names. The top 10 holdings account for approximately 31.7% of the total portfolio value. The data indicates a high turnover strategy this quarter, characterized by aggressive rotation: the firm initiated 31 new positions and completely exited 31 positions, while only 6 stakes were increased and 13 were reduced. This suggests a tactical reallocation rather than a passive buy-and-hold philosophy.

Key Holdings

The portfolio is heavily anchored in large-cap technology and blue-chip growth stocks, with a distinct tilt toward market leaders.