What does Ironwood Investment Counsel, LLC hold?

Ironwood Investment Counsel, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL, MSFT. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1330463.

What is Ironwood Investment Counsel, LLC's AUM?

Ironwood Investment Counsel, LLC reported approximately $762.2M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.8B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Ironwood Investment Counsel, LLC's holdings?

All Ironwood Investment Counsel, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1330463. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Ironwood Investment Counsel, LLC's 13F data updated on 13F Pro?

Ironwood Investment Counsel, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Ironwood Investment Counsel, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1330463

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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.

$AAPLConviction hold4.6% weight · held 10 quarters

$Conviction hold4.5% weight · held 10 quarters

$MSFTConviction hold4.0% weight · held 10 quarters

$GOOGConviction hold2.9% weight · held 4 quarters

$Conviction hold2.3% weight · held 10 quarters

$Accumulating+600% shares · 9 quarters running

$AMGNAccumulating+355% shares · 9 quarters running

$LHAccumulating+52% shares · 9 quarters running

$RCAccumulating+28% shares · 9 quarters running

$SYYAccumulating+9% shares · 6 quarters running

$CAHTrimming-45% shares · 9 quarters running

$PGTrimming-21% shares · 9 quarters running

$Trimming-47% shares · 9 quarters running

$EMRTrimming-33% shares · 9 quarters running

$ECLTrimming-15% shares · 9 quarters running

Largest positions — Q2 2026

AAPL
$34.9M
Schwab
$34.5M
MSFT
$30.5M
GOOGL
$21.9M
Akre
$18.2M
Schwab
$17.5M
AMZN
$17.3M
JNJ
$16.2M
KLAC
$13.6M
BRK-A
$12.7M
AXP
$12.5M
SCHW
$11.6M
JPMorgan
$11.3M
TER
$11.1M
SYY
$10.4M
MA
$10.0M
QCOM
$9.9M
iShares
$9.9M
USB
$9.5M
JPM
$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

1
Apple Inc.
$AAPL
$34.9M
4.6% of stocks
-0.7%This quarter+10.1%Since filed10+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
2
Schwab Fundemental US Small Company ETF - SCHWAB FDT US SC
$34.5M
4.5% of stocks
-4%This quarter—Since filed—Held
AIQuality—Est. buy—
3
MICROSOFT CORP
$MSFT
$30.5M
4.0% of stocks
-0.3%This quarter+6.5%Since filed10+ qtrsHeld
AIQuality79.8#30Est. buyEstimated buy price is Pro: unlock with a free trial
4
Alphabet Inc.
$GOOGL
$21.9M
2.9% of stocks
-5%This quarter-11.9%Since filed4 qtrsHeld
AIQuality77.7#60Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
5
Akre Focus ETF - AKRE FOCUS ETF
$18.2M
2.4% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
6
Schwab Fundamental US Large Company ETF - SCHWAB FDT US LG
$17.5M
2.3% of stocks
+8%This quarter—Since filed—Held
AIQuality—Est. buy—
7
AMAZON COM INC
$AMZN
$17.3M
2.3% of stocks
-0.3%This quarter-8.5%Since filed4 qtrsHeld
AIQuality67.5#361Est. buyEstimated buy price is Pro: unlock with a free trial
8
JOHNSON & JOHNSON
$JNJ
$16.2M
2.1% of stocks
+1%This quarter+3.6%Since filed10+ qtrsHeld
AIQuality69.2#265Est. buyEstimated buy price is Pro: unlock with a free trial
9
KLA CORP
$KLAC
$13.6M
1.8% of stocks
+813%This quarter-22.8%Since filed10+ qtrsHeld
AIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row
10
BERKSHIRE HATHAWAY INC
$BRK-A
$12.7M
1.7% of stocks
+1%This quarter—Since filed10+ qtrsHeld
AIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	Apple Inc.$AAPL	$34.9M	4.6%	-0.7%	+10.1%	10+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
2	Schwab Fundemental US Small Company ETF - SCHWAB FDT US SC	$34.5M	4.5%	-4%	—	—	—	—
3	MICROSOFT CORP$MSFT	$30.5M	4.0%	-0.3%	+6.5%	10+ qtrs	79.8#30	Estimated buy price is Pro: unlock with a free trial
4	Alphabet Inc.$GOOGL	$21.9M	2.9%	-5%	-11.9%	4 qtrsTrimmed 3 qtrs in a row	77.7#60	Estimated buy price is Pro: unlock with a free trial
5	Akre Focus ETF - AKRE FOCUS ETF	$18.2M	2.4%	-2%	—	—	—	—
6	Schwab Fundamental US Large Company ETF - SCHWAB FDT US LG	$17.5M	2.3%	+8%	—	—	—	—
7	AMAZON COM INC$AMZN	$17.3M	2.3%	-0.3%	-8.5%	4 qtrs	67.5#361	Estimated buy price is Pro: unlock with a free trial
8	JOHNSON & JOHNSON$JNJ	$16.2M	2.1%	+1%	+3.6%	10+ qtrs	69.2#265	Estimated buy price is Pro: unlock with a free trial
9	KLA CORP$KLAC	$13.6M	1.8%	+813%	-22.8%	10+ qtrsTrimmed 4 qtrs in a row	AI quality score is Pro: unlock with a free trial	Estimated buy price is Pro: unlock with a free trial
10	BERKSHIRE HATHAWAY INC$BRK-A	$12.7M	1.7%	+1%	—	10+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	Estimated buy price is Pro: unlock with a free trial

All holdings — Ironwood Investment Counsel, LLC (Q2 2026)

Sort

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	$AXP	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	$SCHW	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	$TER	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	$SYY	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	$MA	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	$QCOM	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	$USB	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	$JPM	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	$LMT	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	$AVGO	Broadcom Inc.	Technology	$8.8M	1.2%	23K	+0.7%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	$NVDA	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	$BUD	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)

$KLACKLA CORP+813%
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
$TERTERADYNE, INC-10%
now $11.1M · held 10+ qtrs, 3 trims in a row

+110 more in the Excel export

Sold out (11)

$TTDTrade Desk, Inc.was $2.1M
held 4 qtrs
$PLTRPalantir Technologies Inc.was $728K
held 6 qtrs
$CIENCIENA CORPwas $306K
held 1 qtr
$EDCONSOLIDATED EDISON INCwas $259K
held 7 qtrs
$TSEMTOWER SEMICONDUCTOR LTDwas $243K
held 1 qtr
$PHYSSprott Physical Gold Trustwas $231K

+5 more in the Excel export

Firm AUM (Form ADV): $1.8B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Ironwood Investment Counsel, LLC has filed, 39 earlier quarters. Pick one to see what it held then.

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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 26, 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

-3.6%

Value-weighted move of the 10 largest stock positions

Turnover

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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AI-Powered Hedge Fund Analysis: Ironwood Investment Counsel, LLC

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Every holding in Ironwood Investment Counsel, 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.