Ironwood Investment Counsel, LLC
Sector Allocation
- Technology27.5%$209.8M
- Other23.9%$182.1M
- Financials12.4%$94.8M
- Healthcare8.2%$62.7M
- Consumer Staples7.9%$60.0M
- Consumer Discretionary6.7%$50.7M
- Industrials6.1%$46.8M
- Communication Services2.5%$19.1M
- Utilities1.6%$12.0M
- Materials1.4%$10.8M
AUM History
13fpro.ai/research/fund/ironwood-investment-counsel-llc-1330463
Conviction and streaks
Stable · top 10 = 28.5%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
AAPL
$34.9M- Schwab$34.5M
MSFT
$30.5MGOOGL
$21.9M- Akre$18.2M
- Schwab$17.5M
AMZN
$17.3MJNJ
$16.2MKLAC
$13.6MBRK-A
$12.7MAXP
$12.5MSCHW
$11.6M- JPMorgan$11.3M
TER
$11.1MSYY
$10.4MMA
$10.0MQCOM
$9.9M- iShares$9.9M
USB
$9.5MJPM
$9.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/ironwood-investment-counsel-llc-1330463
Ironwood Investment Counsel, LLC 13F holdings — Q2 2026
$762.2M portfolio (+9.8% QoQ) · 267 holdings · Q2 2026 13F · top 10 are 29% of the stock portfolio
$34.9M
4.6% of stocks
-0.7%This quarter+11.1%Since filed10+ qtrsHeld- 2
Schwab Fundemental US Small Company ETF - SCHWAB FDT US SC
$34.5M
4.5% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— $30.5M
4.0% of stocks
-0.3%This quarter+6.3%Since filed10+ qtrsHeld$21.9M
2.9% of stocks
-5%This quarter-11.2%Since filed4 qtrsHeld- 5
Akre Focus ETF - AKRE FOCUS ETF
$18.2M
2.4% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
Schwab Fundamental US Large Company ETF - SCHWAB FDT US LG
$17.5M
2.3% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— $17.3M
2.3% of stocks
-0.3%This quarter-7.0%Since filed4 qtrsHeld$16.2M
2.1% of stocks
+1%This quarter+4.6%Since filed10+ qtrsHeld$13.6M
1.8% of stocks
+813%This quarter-20.5%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$12.7M
1.7% of stocks
+1%This quarter—Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
All holdings — Ironwood Investment Counsel, LLC (Q2 2026)
267 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 | AMERICAN EXPRESS CO | Financials | $12.5M | 1.6% | 37K | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | SCHWAB CHARLES CORP | Financials | $11.6M | 1.5% | 125K | -1.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | JPMorgan Ultra-Short Income ETF - ULTRA SHRT INCetf/fund | — | $11.3M | 1.5% | 223K | +0.4% | — | — | 13F |
| 14 | TERADYNE, INC | Technology | $11.1M | 1.4% | 23K | -10% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | SYSCO CORP | Consumer Discretionary | $10.4M | 1.4% | 124K | +4% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Mastercard Inc | Financials | $10.0M | 1.3% | 19K | +2% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | QUALCOMM INC/DE | Technology | $9.9M | 1.3% | 54K | +1% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | iShares S&P 500 Index - S&P 500 Indexetf/fund | — | $9.9M | 1.3% | 13K | -1% | — | — | 13F |
| 19 | US BANCORP DE | Financials | $9.5M | 1.3% | 158K | +2% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | JPMORGAN CHASE & CO | Financials | $9.5M | 1.3% | 29K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | iShares Russell 1000 Value Index - RUS 1000 VAL ETFetf/fund | — | $9.4M | 1.2% | 39K | +9% | — | — | 13F |
| 22 | LOCKHEED MARTIN CORP | Industrials | $9.4M | 1.2% | 18K | +6% | 10+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Broadcom Inc. | Technology | $8.8M | 1.2% | 23K | +0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | NVIDIA CORP | Technology | $7.9M | 1.0% | 40K | +8% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Anheuser-Busch InBev SA/NVadr | Consumer Staples | $7.7M | 1.0% | 94K | +1% | 9 qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CMI | CUMMINS INC | Industrials | $7.7M | 1.0% | 11K | -15% | |||
| 27 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $7.7M | 1.0% | 71K | +8% | |||
| 28 | $AMGN | AMGEN INC | Healthcare | $7.5M | 1.0% | 21K | +7% | |||
| 29 | $ACN | Accenture plc | Technology | $7.4M | 1.0% | 59K | +28% | |||
| 30 | $MDT | Medtronic plc | Healthcare | $7.3M | 1.0% | 93K | +7% | |||
| 31 | $CTVA | Corteva, Inc. | Consumer Staples | $7.2M | 0.9% | 85K | +0.9% | |||
| 32 | $LH | LABCORP HOLDINGS INC. | Healthcare | $7.0M | 0.9% | 25K | +2% | |||
| 33 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $6.6M | 0.9% | 30K | +3% | |||
| 34 | $PEP | PEPSICO INC | Consumer Staples | $6.4M | 0.8% | 47K | -4% | |||
| 35 | $CRM | Salesforce, Inc. | Technology | $6.3M | 0.8% | 40K | +77% | |||
| 36 | $MRK | Merck & Co., Inc. | Healthcare | $6.1M | 0.8% | 48K | +0.8% | |||
| 37 | — | First Trust Preferred Sec & Inc ETF - PFD SECS INC ETF | — | $6.1M | 0.8% | 339K | -2% | |||
| 38 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $6.0M | 0.8% | 22K | -4% | |||
| 39 | $CCZ | COMCAST CORP | Communication Services | $6.0M | 0.8% | 245K | +8% | |||
| 40 | $DIS | Walt Disney Co | Communication Services | $6.0M | 0.8% | 62K | +2% | |||
| 41 | $GOOG | Alphabet Inc. | Technology | $5.8M | 0.8% | 17K | +2% | |||
| 42 | $GLW | CORNING INC /NY | Materials | $5.6M | 0.7% | 22K | -6% | |||
| 43 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $5.5M | 0.7% | 16K | +2% | |||
| 44 | $NOW | ServiceNow, Inc. | Technology | $5.4M | 0.7% | 55K | +138% | |||
| 45 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $5.4M | 0.7% | 47K | +10% | |||
| 46 | — | JPMorgan Ultra-Short Municipal Inc ETF - ULTRA SHT MUNCPL | — | $5.3M | 0.7% | 104K | +170% | |||
| 47 | $TSLA | Tesla, Inc. | Consumer Discretionary | $5.2M | 0.7% | 12K | +2% | |||
| 48 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $4.9M | 0.7% | 21K | -4% | |||
| 49 | $OGE | OGE ENERGY CORP. | Utilities | $4.9M | 0.6% | 100K | — | |||
| 50 | $ELV | Elevance Health, Inc. | Healthcare | $4.8M | 0.6% | 12K | +5% | |||
| 51 | $INTU | INTUIT INC. | Technology | $4.7M | 0.6% | 18K | +71% | |||
| 52 | $CSCO | CISCO SYSTEMS, INC. | Technology | $4.6M | 0.6% | 39K | -2% | |||
| 53 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $4.5M | 0.6% | 33K | -1% | |||
| 54 | $MCK | MCKESSON CORP | Consumer Staples | $4.4M | 0.6% | 5,861 | -2% | |||
| 55 | $LLY | ELI LILLY & Co | Healthcare | $4.3M | 0.6% | 3,573 | +6% | |||
| 56 | — | iShares Core Dividend Growth ETF - CORE DIV GRWTH | — | $4.3M | 0.6% | 48K | New | |||
| 57 | $HSY | HERSHEY CO | Consumer Staples | $4.3M | 0.6% | 24K | +8% | |||
| 58 | $META | Meta Platforms, Inc. | Technology | $4.2M | 0.6% | 7,425 | -7% | |||
| 59 | $CCI | CROWN CASTLE INC. | Real Estate | $4.2M | 0.6% | 55K | +32% | |||
| 60 | — | Vanguard Small Cap ETF - SMALL CP ETF | — | $4.1M | 0.5% | 13K | +0.4% | |||
| 61 | $SPY | SPDR S&P 500 ETF TRUST | — | $4.0M | 0.5% | 5,375 | -6% | |||
| 62 | $MS | MORGAN STANLEY | Financials | $3.8M | 0.5% | 18K | +5% | |||
| 63 | — | Vanguard S&P 500 ETF - S&P 500 ETF SHS | — | $3.7M | 0.5% | 5,406 | -7% | |||
| 64 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.6M | 0.5% | 3,901 | +0.4% | |||
| 65 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $3.6M | 0.5% | 25K | -0.2% | |||
| 66 | $WMT | Walmart Inc. | Consumer Staples | $3.5M | 0.5% | 31K | -1% | |||
| 67 | — | iShares MSCI EAFE Value Index - EAFE VALUE ETF | — | $3.4M | 0.4% | 42K | +2% | |||
| 68 | $CAT | CATERPILLAR INC | Industrials | $3.2M | 0.4% | 2,965 | — | |||
| 69 | — | Market Vectors High-Yield Muni ETF - HIGH YLD MUNIETF | — | $3.1M | 0.4% | 61K | -5% | |||
| 70 | — | Vanguard MSCI EAFE ETF - VAN FTSE DEV MKT | — | $2.8M | 0.4% | 39K | -1% | |||
| 71 | — | iShares Russell Midcap Value - RUS MDCP VAL ETF | — | $2.7M | 0.3% | 16K | -3% | |||
| 72 | $V | VISA INC. | Financials | $2.6M | 0.3% | 7,672 | -3% | |||
| 73 | — | Vanguard Total Stock Market ETF - TOTAL STK MKT | — | $2.5M | 0.3% | 6,818 | +0.6% | |||
| 74 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.5M | 0.3% | 3,346 | -3% | |||
| 75 | $LRCX | LAM RESEARCH CORP | Technology | $2.4M | 0.3% | 5,567 | -9% | |||
| 76 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $2.4M | 0.3% | 56K | +7% | |||
| 77 | — | Vanguard Interm-Tm Corp Bd Idx ETF - INT-TERM CORP | — | $2.4M | 0.3% | 29K | +2% | |||
| 78 | $APD | Air Products & Chemicals, Inc. | Materials | $2.3M | 0.3% | 7,909 | +19% | |||
| 79 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.3M | 0.3% | 3,987 | +8% | |||
| 80 | $T | AT&T INC. | Communication Services | $2.3M | 0.3% | 112K | +9% | |||
| 81 | $ABBV | AbbVie Inc. | Healthcare | $2.3M | 0.3% | 9,119 | -2% | |||
| 82 | $OMC | OMNICOM GROUP INC. | Communication Services | $2.2M | 0.3% | 30K | +10% | |||
| 83 | $CVX | CHEVRON CORP | Energy | $2.2M | 0.3% | 13K | -2% | |||
| 84 | $NTAP | NetApp, Inc. | Technology | $2.1M | 0.3% | 13K | +8% | |||
| 85 | $INTC | INTEL CORP | Technology | $2.0M | 0.3% | 15K | — | |||
| 86 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.0M | 0.3% | 7,363 | -2% | |||
| 87 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $2.0M | 0.3% | 34K | +13% | |||
| 88 | $ES | EVERSOURCE ENERGY | Utilities | $2.0M | 0.3% | 27K | +26% | |||
| 89 | — | Schwab U.S. Dividend Equity ETF - US DIVIDEND EQ | — | $1.9M | 0.3% | 61K | +8% | |||
| 90 | — | iShares MSCI EAFE Growth Index - EAFE GRWTH ETF | — | $1.9M | 0.3% | 15K | +2% | |||
| 91 | — | iShares Barclays Aggregate Bond - CORE US AGGBD ET | — | $1.9M | 0.2% | 19K | -12% | |||
| 92 | — | Vanguard Div Apprciation - DIV APP ETF | — | $1.8M | 0.2% | 7,591 | +7% | |||
| 93 | $PAYX | PAYCHEX INC | Technology | $1.8M | 0.2% | 18K | +19% | |||
| 94 | $KO | COCA COLA CO | Consumer Staples | $1.8M | 0.2% | 22K | +0.0% | |||
| 95 | $ETN | Eaton Corp plc | Industrials | $1.8M | 0.2% | 4,135 | -0.1% | |||
| 96 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.8M | 0.2% | 12K | -2% | |||
| 97 | $BEN | FRANKLIN TEMPLETON INC | Financials | $1.7M | 0.2% | 52K | +18% | |||
| 98 | $TROW | PRICE T ROWE GROUP INC | Financials | $1.7M | 0.2% | 15K | +24% | |||
| 99 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.7M | 0.2% | 3,559 | -5% | |||
| 100 | $BRO | BROWN & BROWN, INC. | Financials | $1.7M | 0.2% | 26K | -0.6% | |||
| 101 | $WM | WASTE MANAGEMENT INC | Utilities | $1.6M | 0.2% | 7,394 | +0.9% | |||
| 102 | $EMR | EMERSON ELECTRIC CO | Industrials | $1.6M | 0.2% | 11K | -5% | |||
| 103 | $DOX | AMDOCS LTD | Technology | $1.5M | 0.2% | 30K | -21% | |||
| 104 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.2% | 2 | — | |||
| 105 | $MU | MICRON TECHNOLOGY INC | Technology | $1.5M | 0.2% | 1,288 | +8% | |||
| 106 | — | Vanguard Short-Term Corp Bd Idx ETF - SHRT TRM CORP BD | — | $1.5M | 0.2% | 19K | +2% | |||
| 107 | — | iShares MSCI EAFE Index - MSCI EAFE ETF | — | $1.4M | 0.2% | 14K | +5% | |||
| 108 | $MCO | MOODYS CORP /DE/ | Financials | $1.4M | 0.2% | 3,109 | — | |||
| 109 | — | iShares iBoxx High Yield Corporate Bond ETF - IBOXX HI YD ETF | — | $1.4M | 0.2% | 17K | -3% | |||
| 110 | — | iShares Russell 2000 Index - RUSSELL 2000 ETF | — | $1.4M | 0.2% | 4,497 | -7% | |||
| 111 | — | Vanguard Mid-Cap ETF - MID CAP ETF | — | $1.3M | 0.2% | 16K | +297% | |||
| 112 | — | iShares Russell 2000 Growth Index - RUS 2000 GRW ETF | — | $1.3M | 0.2% | 3,368 | — | |||
| 113 | $BLK | BlackRock, Inc. | Financials | $1.3M | 0.2% | 1,345 | -0.7% | |||
| 114 | — | iShares S&P 500 Grwth - S&P 500 GRWT ETF | — | $1.3M | 0.2% | 9,389 | -0.0% | |||
| 115 | $DE | DEERE & CO | Industrials | $1.3M | 0.2% | 2,009 | -0.3% | |||
| 116 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.3M | 0.2% | 4,229 | -1% | |||
| 117 | $HEI | HEICO CORP | Industrials | $1.2M | 0.2% | 3,496 | — | |||
| 118 | $BANF | BANCFIRST CORP /OK/ | Financials | $1.2M | 0.2% | 11K | — | |||
| 119 | $PNW | PINNACLE WEST CAPITAL CORP | Utilities | $1.1M | 0.1% | 11K | -17% | |||
| 120 | — | Vanguard Intl Divdend - INTL DVD ETF | — | $1.1M | 0.1% | 12K | -0.3% | |||
| 121 | $GE | GENERAL ELECTRIC CO | Industrials | $1.1M | 0.1% | 2,890 | -4% | |||
| 122 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.1M | 0.1% | 12K | -2% | |||
| 123 | $GIS | GENERAL MILLS INC | Consumer Staples | $1.1M | 0.1% | 31K | +46% | |||
| 124 | $GEV | GE Vernova Inc. | Industrials | $1.0M | 0.1% | 884 | -7% | |||
| 125 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $1.0M | 0.1% | 5,800 | +2368% | |||
| 126 | — | iShares MSCI ACWI ex US Index - MSCI ACWI EX US | — | $1.0M | 0.1% | 13K | — | |||
| 127 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $999K | 0.1% | 4,461 | -6% | |||
| 128 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $990K | 0.1% | 2,489 | -0.2% | |||
| 129 | $CTRI | Centuri Holdings, Inc. | Energy | $985K | 0.1% | 33K | — | |||
| 130 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $982K | 0.1% | 2,363 | -7% | |||
| 131 | $STT | STATE STREET CORP | Financials | $974K | 0.1% | 5,742 | -4% | |||
| 132 | $SYK | STRYKER CORP | Healthcare | $970K | 0.1% | 3,082 | -0.4% | |||
| 133 | $ECL | ECOLAB INC. | Materials | $966K | 0.1% | 3,468 | -2% | |||
| 134 | $HUBB | HUBBELL INC | Technology | $955K | 0.1% | 1,825 | -58% | |||
| 135 | — | Communication Services Sel Sect SPDR ETF - COMMUNICATION | — | $924K | 0.1% | 8,621 | -36% | |||
| 136 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $921K | 0.1% | 5,528 | — | |||
| 137 | $RTX | RTX Corp | Industrials | $921K | 0.1% | 4,853 | +0.5% | |||
| 138 | $UNP | UNION PACIFIC CORP | Industrials | $906K | 0.1% | 3,332 | -3% | |||
| 139 | $HEI.A | HEICO CORP | Industrials | $894K | 0.1% | 3,466 | — | |||
| 140 | — | iShares S&P MidCap 400 Index - CORE S&P MCP ETF | — | $893K | 0.1% | 12K | +2% | |||
| 141 | — | Schwab U.S. Broad Market ETF - US BRD MKT ETF | — | $884K | 0.1% | 31K | -2% | |||
| 142 | $APH | AMPHENOL CORP /DE/ | Technology | $884K | 0.1% | 5,013 | — | |||
| 143 | $MNST | Monster Beverage Corp | Consumer Staples | $882K | 0.1% | 9,173 | -5% | |||
| 144 | — | iShares Russell 1000 Growth Index - RUS 1000 GRW ETF | — | $850K | 0.1% | 6,843 | +376% | |||
| 145 | $SPGI | S&P Global Inc. | Financials | $835K | 0.1% | 2,050 | — | |||
| 146 | — | Vanguard Emerging Markets ETF - FTSE EMR MKT ETF | — | $830K | 0.1% | 14K | -1% | |||
| 147 | $PSLV | Sprott Physical Silver Trust | Financials | $830K | 0.1% | 44K | — | |||
| 148 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $795K | 0.1% | 3,965 | -0.8% | |||
| 149 | — | Schwab U.S. Large-Cap ETF - US LRG CAP ETF | — | $784K | 0.1% | 27K | +17% | |||
| 150 | — | iShares Core 1-5 Year USD Bond ETF - CORE 1 5 YR USD | — | $773K | 0.1% | 16K | -9% |
What changed in Q2 2026
Against the previous quarter's 13F: 15 new, 87 added to, 116 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (15)
- iShares Core Dividend Growth ETF - CORE DIV GRWTH$4.3M
first bought this quarter
$HONAHoneywell Aerospace Inc.$661K
first bought this quarter
$CLCOLGATE PALMOLIVE CO$619K
first bought this quarter
$AMATAPPLIED MATERIALS INC /DE$453K
first bought this quarter
$FORMFORMFACTOR INC$320K
first bought this quarter
$ICHRICHOR HOLDINGS, LTD.$302K
first bought this quarter
+9 more in the Excel export
Added to (87)
now $13.6M · held 10+ qtrs
- JPMorgan Ultra-Short Municipal Inc ETF - ULTRA SHT MUNCPL+170%
now $5.3M
$NOWServiceNow, Inc.+138%
now $5.4M · held 2 qtrs, 2 adds in a row
$CRMSalesforce, Inc.+77%
now $6.3M · held 10+ qtrs, 2 adds in a row
$INTUINTUIT INC.+71%
now $4.7M · held 10+ qtrs, 2 adds in a row
$ACNAccenture plc+28%
now $7.4M · held 10+ qtrs, 4 adds in a row
+81 more in the Excel export
Trimmed (116)
$ADBEADOBE INC.-89%
now $555K · held 4 qtrs
$WDAYWorkday, Inc.-93%
now $285K
$CMICUMMINS INC-15%
now $7.7M · held 10+ qtrs, 4 trims in a row
$HUBBHUBBELL INC-58%
now $955K · held 10+ qtrs
- Schwab Fundemental US Small Company ETF - SCHWAB FDT US SC-4%
now $34.5M
now $11.1M · held 10+ qtrs, 3 trims in a row
+110 more in the Excel export
Holdings by quarter
Every 13F Ironwood Investment Counsel, LLC has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow Ironwood Investment Counsel?
Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Ironwood Investment Counsel's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-2.8%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 26% over the last 4
Top 10 weight
29%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
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 Counsel, LLC disclosed 267 positions worth $762.2M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 4.6% of the equity portfolio. During the quarter the fund opened 15 new positions and exited 11 and a full exit from $TTD. The portfolio is most concentrated in Technology (27.5% of disclosed assets). All figures are sourced directly from Ironwood Investment Counsel, LLC’s Form 13F-HR filing with the SEC under CIK 1330463.
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