IRONWOOD INVESTMENT MANAGEMENT LLC
Sector Allocation
- Technology27.3%$79.1M
- Other21.9%$63.3M
- Industrials11.9%$34.4M
- Financials10.3%$29.7M
- Consumer Discretionary8.3%$24.0M
- Healthcare6.8%$19.7M
- Energy6.4%$18.5M
- Materials3.5%$10.2M
- Consumer Staples3.1%$8.9M
- Real Estate0.3%$931,919
AUM History
13fpro.ai/research/fund/ironwood-investment-management-llc-1127761
Conviction and streaks
Concentrating · top 10 = 30.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- Vanguard$20.9M
- Msci$13.7M
VICR
$9.7MMYRG
$8.9M- iShares$7.5M
DY
$7.1MTTMI
$6.0MEXTR
$5.2M- iShares$5.2M
CYTK
$4.8MC
$4.7MBBIO
$4.6MMRCY
$4.5M- Vanguard$4.3M
GPI
$4.3MARW
$4.1MSGI
$3.7MASML
$3.7MCOHR
$3.6MGFF
$3.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/ironwood-investment-management-llc-1127761
IRONWOOD INVESTMENT MANAGEMENT LLC 13F holdings — Q2 2026
$289.2M portfolio (+20.6% QoQ) · 177 holdings · Q2 2026 13F · top 10 are 31% of the stock portfolio
- 1
Vanguard Total Stock Market ET - COM
$20.9M
7.2% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
Msci Eafe - COM
$13.7M
4.7% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $9.7M
3.4% of stocks
-17%This quarter-17.0%Since filed10+ qtrsHeld$8.9M
3.1% of stocks
+0.0%This quarter-22.1%Since filed10+ qtrsHeld- 5
iShares Short Treasury Bond ET - COM
$7.5M
2.6% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $7.1M
2.5% of stocks
-0.5%This quarter-45.5%Since filed10+ qtrsHeld$6.0M
2.1% of stocks
-0.9%This quarter-38.9%Since filed10+ qtrsHeld$5.2M
1.8% of stocks
+0.3%This quarter-7.0%Since filed10+ qtrsHeld- 9
iShares Russell 3000 ETF - COM
$5.2M
1.8% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— $4.8M
1.7% of stocks
-0.3%This quarter-18.1%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Total Stock Market ET - COM | $20.9M | 7.2% | +4% | — | — | — | — | |
| 2 | Msci Eafe - COM | $13.7M | 4.7% | +5% | — | — | — | — | |
| 3 | $9.7M | 3.4% | -17% | -17.0% | 10+ qtrs | 68.4#307 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $8.9M | 3.1% | +0.0% | -22.1% | 10+ qtrs | 57.8#1,068 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | iShares Short Treasury Bond ET - COM | $7.5M | 2.6% | +5% | — | — | — | — | |
| 6 | $7.1M | 2.5% | -0.5% | -45.5% | 10+ qtrs | 64.4#541 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $6.0M | 2.1% | -0.9% | -38.9% | 10+ qtrs | 62.5#694 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $5.2M | 1.8% | +0.3% | -7.0% | 10+ qtrs | 54.0#1,357 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | iShares Russell 3000 ETF - COM | $5.2M | 1.8% | +8% | — | — | — | — | |
| 10 | $4.8M | 1.7% | -0.3% | -18.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — IRONWOOD INVESTMENT MANAGEMENT LLC (Q2 2026)
177 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | CITIGROUP INC | Financials | $4.7M | 1.6% | 33K | -6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | BridgeBio Pharma, Inc. | Healthcare | $4.6M | 1.6% | 61K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | MERCURY SYSTEMS INC | Technology | $4.5M | 1.5% | 36K | -3% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | Vanguard FTSE Emerging Markets - COMetf/fund | — | $4.3M | 1.5% | 73K | +6% | — | — | 13F |
| 15 | GROUP 1 AUTOMOTIVE INC | Consumer Discretionary | $4.3M | 1.5% | 15K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | ARROW ELECTRONICS, INC. | Technology | $4.1M | 1.4% | 19K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | SOMNIGROUP INTERNATIONAL INC. | Consumer Discretionary | $3.7M | 1.3% | 47K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ASML HOLDING NV | Technology | $3.7M | 1.3% | 1,847 | -6% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | COHERENT CORP. | Technology | $3.6M | 1.2% | 9,063 | -26% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | GRIFFON CORP | Industrials | $3.4M | 1.2% | 35K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | TUTOR PERINI CORP | Industrials | $3.3M | 1.1% | 40K | -0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | IMPINJ INC | Technology | $3.3M | 1.1% | 23K | +2% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | General Motors Co | Consumer Discretionary | $3.3M | 1.1% | 43K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Super Micro Computer, Inc. | Technology | $3.2M | 1.1% | 109K | +4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Commercial Vehicle Group, Inc. | Industrials | $3.1M | 1.1% | 677K | +6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $WTS | WATTS WATER TECHNOLOGIES INC | Industrials | $2.8M | 1.0% | 7,210 | +0.0% | |||
| 27 | — | Fidelity Total Market Index Fu - COM | — | $2.7M | 0.9% | 13K | +0.1% | |||
| 28 | $BBSI | BARRETT BUSINESS SERVICES INC | Industrials | $2.7M | 0.9% | 75K | +0.3% | |||
| 29 | $KOP | Koppers Holdings Inc. | Industrials | $2.6M | 0.9% | 58K | -2% | |||
| 30 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.6M | 0.9% | 22K | — | |||
| 31 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $2.5M | 0.9% | 11K | — | |||
| 32 | $MCK | MCKESSON CORP | Consumer Staples | $2.5M | 0.9% | 3,305 | — | |||
| 33 | $ATRO | ASTRONICS CORP | Industrials | $2.4M | 0.8% | 29K | +0.1% | |||
| 34 | $PEGA | PEGASYSTEMS INC | Technology | $2.4M | 0.8% | 79K | +0.6% | |||
| 35 | $DAR | DARLING INGREDIENTS INC. | Consumer Staples | $2.3M | 0.8% | 42K | -0.0% | |||
| 36 | $NPKI | NPK International Inc. | Industrials | $2.2M | 0.8% | 141K | -0.0% | |||
| 37 | — | Ishares Russell 2000 - COM | — | $2.2M | 0.8% | 7,231 | -0.2% | |||
| 38 | $ONTO | ONTO INNOVATION INC. | Technology | $2.2M | 0.7% | 5,691 | +0.1% | |||
| 39 | $SM | SM Energy Co | Energy | $2.1M | 0.7% | 82K | -14% | |||
| 40 | $HNI | HNI CORP | Consumer Discretionary | $2.1M | 0.7% | 52K | New | |||
| 41 | $FNV | FRANCO NEVADA Corp | Materials | $2.1M | 0.7% | 10K | +8% | |||
| 42 | $FRPT | Freshpet, Inc. | Consumer Staples | $2.1M | 0.7% | 35K | -0.0% | |||
| 43 | $KSS | KOHLS Corp | Consumer Discretionary | $2.0M | 0.7% | 113K | — | |||
| 44 | $THG | HANOVER INSURANCE GROUP, INC. | Financials | $2.0M | 0.7% | 9,232 | -0.1% | |||
| 45 | $AUPH | Aurinia Pharmaceuticals Inc. | Healthcare | $1.9M | 0.7% | 113K | +0.3% | |||
| 46 | — | Schwab Emerging Mrkets Equity - COM | — | $1.9M | 0.7% | 52K | +32% | |||
| 47 | $GSHD | Goosehead Insurance, Inc. | Financials | $1.9M | 0.7% | 39K | +90% | |||
| 48 | $KOPN | KOPIN CORP | Technology | $1.9M | 0.6% | 413K | +0.4% | |||
| 49 | $PGY | Pagaya Technologies Ltd. | Financials | $1.8M | 0.6% | 99K | +5% | |||
| 50 | $SHOO | STEVEN MADDEN, LTD. | Consumer Discretionary | $1.8M | 0.6% | 42K | +0.4% | |||
| 51 | $GT | GOODYEAR TIRE & RUBBER CO /OH/ | Materials | $1.7M | 0.6% | 263K | +10% | |||
| 52 | $EVLV | Evolv Technologies Holdings, Inc. | Technology | $1.7M | 0.6% | 293K | +0.8% | |||
| 53 | $PRCH | Porch Group, Inc. | Technology | $1.7M | 0.6% | 112K | +3% | |||
| 54 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.7M | 0.6% | 5,944 | — | |||
| 55 | $CBT | CABOT CORP | Materials | $1.6M | 0.6% | 18K | +0.2% | |||
| 56 | $GOOGL | Alphabet Inc. | Technology | $1.6M | 0.6% | 4,562 | -15% | |||
| 57 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $1.5M | 0.5% | 2,320 | -16% | |||
| 58 | $PFE | PFIZER INC | Healthcare | $1.5M | 0.5% | 61K | -6% | |||
| 59 | $ACIW | ACI WORLDWIDE, INC. | Technology | $1.4M | 0.5% | 29K | +0.9% | |||
| 60 | $BDC | BELDEN INC. | Materials | $1.4M | 0.5% | 12K | — | |||
| 61 | $CEPT | Cantor Equity Partners II, Inc. | Financials | $1.4M | 0.5% | 103K | -24% | |||
| 62 | $TPL | Texas Pacific Land Corp | Financials | $1.4M | 0.5% | 3,126 | New | |||
| 63 | $DNLI | Denali Therapeutics Inc. | Healthcare | $1.3M | 0.5% | 52K | +0.0% | |||
| 64 | $UFPI | UFP INDUSTRIES INC | Industrials | $1.3M | 0.5% | 15K | -0.0% | |||
| 65 | $MSFT | MICROSOFT CORP | Technology | $1.3M | 0.5% | 3,461 | -13% | |||
| 66 | $ZETA | Zeta Global Holdings Corp. | Technology | $1.3M | 0.4% | 64K | +0.4% | |||
| 67 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $1.2M | 0.4% | 5,699 | — | |||
| 68 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | Financials | $1.2M | 0.4% | 70K | -0.3% | |||
| 69 | $BBT | Beacon Financial Corp | Financials | $1.2M | 0.4% | 40K | +0.0% | |||
| 70 | $NATL | NCR Atleos Corp | Technology | $1.2M | 0.4% | 28K | — | |||
| 71 | $KRNT | Kornit Digital Ltd. | Industrials | $1.2M | 0.4% | 74K | +0.1% | |||
| 72 | $FAST | FASTENAL CO | Industrials | $1.2M | 0.4% | 25K | -16% | |||
| 73 | $VYX | NCR Voyix Corp | Technology | $1.2M | 0.4% | 143K | +35% | |||
| 74 | $PNFP | Pinnacle Financial Partners, Inc. | Financials | $1.1M | 0.4% | 11K | — | |||
| 75 | $AMRC | Ameresco, Inc. | Industrials | $1.1M | 0.4% | 41K | +85% | |||
| 76 | $ASPN | ASPEN AEROGELS INC | Consumer Discretionary | $1.1M | 0.4% | 179K | +8% | |||
| 77 | $TRNS | TRANSCAT INC | Technology | $1.1M | 0.4% | 12K | +69% | |||
| 78 | $AVBC | Avidia Bancorp, Inc. | Financials | $1.1M | 0.4% | 54K | +0.0% | |||
| 79 | $CALY | Callaway Golf Co | Consumer Discretionary | $1.1M | 0.4% | 57K | +0.1% | |||
| 80 | $JPM | JPMORGAN CHASE & CO | Financials | $1.0M | 0.4% | 3,154 | — | |||
| 81 | $LXU | LSB INDUSTRIES, INC. | Materials | $994K | 0.3% | 92K | +8% | |||
| 82 | $FITB | FIFTH THIRD BANCORP | Financials | $981K | 0.3% | 17K | — | |||
| 83 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $980K | 0.3% | 4,376 | -16% | |||
| 84 | $V | VISA INC. | Financials | $972K | 0.3% | 2,834 | -16% | |||
| 85 | $ANIK | Anika Therapeutics, Inc. | Healthcare | $958K | 0.3% | 66K | -0.1% | |||
| 86 | $GE | GENERAL ELECTRIC CO | Industrials | $939K | 0.3% | 2,513 | -0.4% | |||
| 87 | $INDI | indie Semiconductor, Inc. | Technology | $934K | 0.3% | 208K | +0.3% | |||
| 88 | $BHR | Braemar Hotels & Resorts Inc. | Real Estate | $932K | 0.3% | 431K | — | |||
| 89 | $ORI | OLD REPUBLIC INTERNATIONAL CORP | Financials | $910K | 0.3% | 22K | -0.0% | |||
| 90 | $CSV | CARRIAGE SERVICES INC | Consumer Discretionary | $900K | 0.3% | 23K | — | |||
| 91 | $CMP | COMPASS MINERALS INTERNATIONAL INC | Materials | $899K | 0.3% | 29K | +0.0% | |||
| 92 | $TRS | TRIMAS CORP | Industrials | $841K | 0.3% | 19K | +0.0% | |||
| 93 | $ZS | Zscaler, Inc. | Technology | $834K | 0.3% | 5,906 | +2% | |||
| 94 | — | iShares MSCI Denmark ETF - COM | — | $798K | 0.3% | 7,236 | +63% | |||
| 95 | $GS | GOLDMAN SACHS GROUP INC | Financials | $798K | 0.3% | 789 | -11% | |||
| 96 | $TCBK | TRICO BANCSHARES / | Financials | $787K | 0.3% | 15K | — | |||
| 97 | $DHR | DANAHER CORP /DE/ | Healthcare | $786K | 0.3% | 4,129 | -16% | |||
| 98 | $CRM | Salesforce, Inc. | Technology | $782K | 0.3% | 4,994 | — | |||
| 99 | — | Vanguard Developed Markets Ind - COM | — | $775K | 0.3% | 34K | +0.5% | |||
| 100 | $NVO | NOVO NORDISK A S | Healthcare | $770K | 0.3% | 16K | -16% | |||
| 101 | $QTRX | Quanterix Corp | Healthcare | $737K | 0.3% | 171K | +0.4% | |||
| 102 | $GEV | GE Vernova Inc. | Industrials | $728K | 0.3% | 620 | -0.3% | |||
| 103 | $OTIS | Otis Worldwide Corp | Industrials | $721K | 0.3% | 10K | -16% | |||
| 104 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $717K | 0.3% | 766 | -17% | |||
| 105 | $WSFS | WSFS FINANCIAL CORP | Financials | $711K | 0.3% | 9,270 | — | |||
| 106 | $BW | Babcock & Wilcox Enterprises, Inc. | Industrials | $704K | 0.2% | 50K | +0.1% | |||
| 107 | $BNY | Bank of New York Mellon Corp | Financials | $701K | 0.2% | 4,847 | — | |||
| 108 | $SPGI | S&P Global Inc. | Financials | $698K | 0.2% | 1,713 | -16% | |||
| 109 | $WPM | Wheaton Precious Metals Corp. | Materials | $693K | 0.2% | 6,167 | -16% | |||
| 110 | — | Remy Martin SA Unsponsored ADR - COM | — | $692K | 0.2% | 142K | +131% | |||
| 111 | $UNFI | UNITED NATURAL FOODS INC | Consumer Staples | $676K | 0.2% | 15K | -0.1% | |||
| 112 | $BANC | BANC OF CALIFORNIA, INC. | Financials | $667K | 0.2% | 33K | -0.1% | |||
| 113 | $SPSC | SPS COMMERCE INC | Technology | $661K | 0.2% | 12K | +11% | |||
| 114 | $ASYS | AMTECH SYSTEMS INC | Technology | $628K | 0.2% | 27K | -0.0% | |||
| 115 | $MKL | MARKEL GROUP INC. | Financials | $615K | 0.2% | 315 | +68% | |||
| 116 | $ZTS | Zoetis Inc. | Healthcare | $614K | 0.2% | 8,539 | +3% | |||
| 117 | $QRVO | Qorvo, Inc. | Technology | $604K | 0.2% | 6,479 | -0.1% | |||
| 118 | $SONO | Sonos Inc | Technology | $595K | 0.2% | 44K | +0.5% | |||
| 119 | — | Ishares Russell 1000 Growth ET - COM | — | $574K | 0.2% | 4,624 | +300% | |||
| 120 | $MEI | METHODE ELECTRONICS INC | Technology | $551K | 0.2% | 29K | +0.1% | |||
| 121 | $TNC | TENNANT CO | Industrials | $545K | 0.2% | 6,221 | +3% | |||
| 122 | $AAPL | Apple Inc. | Technology | $531K | 0.2% | 1,836 | — | |||
| 123 | $CBRL | CRACKER BARREL OLD COUNTRY STORE, INC | Consumer Discretionary | $520K | 0.2% | 9,750 | — | |||
| 124 | $CAT | CATERPILLAR INC | Industrials | $479K | 0.2% | 450 | — | |||
| 125 | $COLB | COLUMBIA BANKING SYSTEM, INC. | Financials | $472K | 0.2% | 15K | -0.0% | |||
| 126 | $HPE | Hewlett Packard Enterprise Co | Technology | $459K | 0.2% | 10K | -0.6% | |||
| 127 | — | American Funds New Perspective - COM | — | $457K | 0.2% | 6,044 | — | |||
| 128 | $APAM | Artisan Partners Asset Management Inc. | Financials | $453K | 0.2% | 13K | — | |||
| 129 | — | Russell 1000 Value Index Fund - COM | — | $453K | 0.2% | 1,867 | — | |||
| 130 | $MRK | Merck & Co., Inc. | Healthcare | $449K | 0.2% | 3,494 | — | |||
| 131 | $ATRO | ASTRONICS CORP | Industrials | $445K | 0.1% | 5,850 | New | |||
| 132 | $UIS | UNISYS CORP | Technology | $409K | 0.1% | 112K | +30% | |||
| 133 | — | iShares 0-3 Month Treasury Bon - COM | — | $399K | 0.1% | 3,968 | -39% | |||
| 134 | $PEP | PEPSICO INC | Consumer Staples | $398K | 0.1% | 2,940 | — | |||
| 135 | $META | Meta Platforms, Inc. | Technology | $386K | 0.1% | 686 | -0.4% | |||
| 136 | $BA | BOEING CO | Industrials | $382K | 0.1% | 1,764 | — | |||
| 137 | $PBI | PITNEY BOWES INC /DE/ | Technology | $371K | 0.1% | 21K | — | |||
| 138 | $CARG | CarGurus, Inc. | Technology | $362K | 0.1% | 11K | +0.4% | |||
| 139 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $348K | 0.1% | 6,047 | — | |||
| 140 | $LDOS | Leidos Holdings, Inc. | Technology | $340K | 0.1% | 3,300 | — | |||
| 141 | $AZTA | Azenta, Inc. | Technology | $326K | 0.1% | 13K | +8% | |||
| 142 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $324K | 0.1% | 5,685 | -0.4% | |||
| 143 | $FLR | FLUOR CORP | Industrials | $313K | 0.1% | 5,968 | — | |||
| 144 | $CRI | CARTERS INC | Consumer Discretionary | $311K | 0.1% | 7,559 | -0.0% | |||
| 145 | $ETN | Eaton Corp plc | Industrials | $305K | 0.1% | 716 | — | |||
| 146 | $JNJ | JOHNSON & JOHNSON | Healthcare | $297K | 0.1% | 1,168 | — | |||
| 147 | $DIS | Walt Disney Co | Communication Services | $295K | 0.1% | 3,068 | -0.2% | |||
| 148 | $HBM | Hudbay Minerals Inc. | Materials | $295K | 0.1% | 12K | — | |||
| 149 | — | Nuveen Large Cap Value Index F - COM | — | $292K | 0.1% | 8,981 | — | |||
| 150 | $RGP | RESOURCES CONNECTION, INC. | Industrials | $283K | 0.1% | 67K | +0.4% |
What changed in Q2 2026
Against the previous quarter's 13F: 6 new, 72 added to, 52 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
$HNIHNI CORP$2.1M
first bought this quarter
$TPLTexas Pacific Land Corp$1.4M
first bought this quarter
$REPLReplimune Group, Inc.$238K
first bought this quarter
$DEDEERE & CO$203K
first bought this quarter
- Johnson Mathey PLC - COM$201K
first bought this quarter
- MSILF Treasury Port Inst. - COM$15K
first bought this quarter
Added to (72)
$GSHDGoosehead Insurance, Inc.+90%
now $1.9M · held 2 qtrs, 2 adds in a row
- Vanguard Total Stock Market ET - COM+4%
now $20.9M
- Msci Eafe - COM+5%
now $13.7M
$AMRCAmeresco, Inc.+85%
now $1.1M · held 10+ qtrs
$TRNSTRANSCAT INC+69%
now $1.1M · held 3 qtrs
- Schwab Emerging Mrkets Equity - COM+32%
now $1.9M
+66 more in the Excel export
Trimmed (52)
now $9.7M · held 10+ qtrs
now $3.6M · held 10+ qtrs, 2 trims in a row
$INTCINTEL CORP-77%
now $218K · held 4 qtrs
$CEPTCantor Equity Partners II, Inc.-24%
now $1.4M · held 2 qtrs
$SMSM Energy Co-14%
now $2.1M · held 10+ qtrs, 2 trims in a row
$TDYTELEDYNE TECHNOLOGIES INC-16%
now $1.5M · held 10+ qtrs, 2 trims in a row
+46 more in the Excel export
Sold out (9)
$TPHTri Pointe Homes, Inc.was $1.1M
held 9+ qtrs
$ICEIntercontinental Exchange, Inc.was $920K
held 8 qtrs
$STKLSunOpta Inc.was $799K
held 9+ qtrs
$KALVKalVista Pharmaceuticals, Inc.was $336K
held 9+ qtrs
$WDCWESTERN DIGITAL CORPwas $335K
held 2 qtrs
$NOGNORTHERN OIL & GAS, INC.was $272K
+3 more in the Excel export
Holdings by quarter
Every 13F IRONWOOD INVESTMENT MANAGEMENT LLC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow IRONWOOD INVESTMENT MANAGEMENT?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of IRONWOOD INVESTMENT MANAGEMENT's top 20 holdings: 57/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-22.3%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 17% over the last 4
Top 10 weight
31%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
IRONWOOD INVESTMENT MANAGEMENT LLC disclosed 177 positions worth $289.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 6 new positions and exited 9 — including a new stake in $HNI and a full exit from $TPH. The portfolio is most concentrated in Technology (27.3% of disclosed assets). All figures are sourced directly from IRONWOOD INVESTMENT MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1127761.
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AI-Powered Hedge Fund Analysis: IRONWOOD INVESTMENT MANAGEMENT LLC
13F Pro is an AI hedge fund tracker and stock research platform. For IRONWOOD INVESTMENT MANAGEMENT LLC (SEC CIK: 1127761), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in IRONWOOD INVESTMENT MANAGEMENT LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.