EdgeMarket › What Ironwood Investment Counsel, Llc reported owning
What Ironwood Investment Counsel, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
694.2MPositions
263Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 30.9M | 4.4% | 121.6K | 309.35 | +36.9% |
| FNDA Schwab Fundamental U.S. Small Company ETF | 30.5M | 4.4% | 940.3K | 37.73 | +25.3% |
| MSFT MICROSOFT CORP | 30.3M | 4.4% | 82.0K | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 18.6M | 2.7% | 64.6K | 344.82 | +73.0% |
| AKRE Akre Focus ETF | 18.4M | 2.7% | 348.7K | 60.52 | — |
| JNJ JOHNSON & JOHNSON | 15.4M | 2.2% | 63.1K | 270.24 | +51.1% |
| AMZN AMAZON COM INC | 15.2M | 2.2% | 72.8K | 258.63 | +15.6% |
| FNDX Schwab Fundamental U.S. Large Company ETF | 14.5M | 2.1% | 521.5K | 32.53 | +28.4% |
| unmapped CUSIP 084670207 | 12.0M | 1.7% | 25.1K | — | — |
| SCHW SCHWAB CHARLES CORP | 11.9M | 1.7% | 126.6K | 112.30 | +17.6% |
| AXP AMERICAN EXPRESS CO | 11.3M | 1.6% | 37.3K | 336.00 | +8.9% |
| JPST JPMorgan Ultra-Short Income ETF | 11.2M | 1.6% | 222.3K | 50.53 | -0.3% |
| LMT LOCKHEED MARTIN CORP | 10.5M | 1.5% | 17.3K | 563.57 | +26.4% |
| MA Mastercard Inc | 9.5M | 1.4% | 19.1K | 580.63 | -2.0% |
| ACN Accenture plc | 9.2M | 1.3% | 46.5K | 185.28 | -27.4% |
| IVV iShares Core S&P 500 ETF | 8.7M | 1.3% | 13.3K | 769.31 | +20.0% |
| SYY SYSCO CORP | 8.6M | 1.2% | 119.9K | 84.10 | +3.9% |
| JPM JPMORGAN CHASE & CO | 8.4M | 1.2% | 28.7K | 351.58 | +20.3% |
| USB US BANCORP \DE\ | 8.0M | 1.2% | 154.8K | 62.05 | +33.7% |
| IWD iShares Russell 1000 Value ETF | 7.6M | 1.1% | 35.6K | 257.29 | +29.2% |
| PEP PEPSICO INC | 7.6M | 1.1% | 48.9K | 143.48 | -4.8% |
| unmapped CUSIP 585055106 | 7.6M | 1.1% | 87.5K | — | — |
| TER TERADYNE, INC | 7.5M | 1.1% | 25.3K | 375.74 | +243.1% |
| KLAC KLA CORP | 7.3M | 1.0% | 4.9K | 183.99 | +109.5% |
| AVGO Broadcom Inc. | 7.2M | 1.0% | 23.2K | 368.45 | +26.5% |
| CTVA Corteva, Inc. | 7.0M | 1.0% | 83.8K | 81.79 | +12.1% |
| CMI CUMMINS INC | 6.9M | 1.0% | 12.7K | 587.68 | +48.3% |
| AMGN AMGEN INC | 6.8M | 1.0% | 19.4K | 439.33 | +48.2% |
| LOW LOWES COMPANIES INC | 6.8M | 1.0% | 28.9K | 216.09 | -16.0% |
| QCOM QUALCOMM INC/DE | 6.8M | 1.0% | 52.9K | 160.75 | +3.4% |
| CMCSA COMCAST CORP | 6.5M | 0.9% | 227.3K | 26.85 | -19.3% |
| LH LABCORP HOLDINGS INC. | 6.5M | 0.9% | 24.4K | 336.34 | +20.9% |
| UPS UNITED PARCEL SERVICE INC | 6.5M | 0.9% | 66.1K | 102.01 | +17.3% |
| BUD Anheuser-Busch InBev SA/NV | 6.4M | 0.9% | 92.6K | 78.92 | +25.1% |
| NVDA NVIDIA CORP | 6.4M | 0.9% | 36.8K | 214.72 | +22.4% |
| ADBE ADOBE INC. | 6.2M | 0.9% | 25.4K | 275.30 | -22.1% |
| FPE First Trust Preferred Securities and Income ET | 6.1M | 0.9% | 346.2K | 17.66 | -2.6% |
| DIS Walt Disney Co | 5.9M | 0.8% | 60.7K | 107.78 | -7.9% |
| XOM ExxonMobil Holdings Corp | 5.7M | 0.8% | 33.6K | 165.11 | +52.1% |
| unmapped CUSIP 589331107 | 5.7M | 0.8% | 47.2K | — | — |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 5.4M | 0.8% | 22.3K | 235.68 | -2.8% |
| MCK MCKESSON CORP | 5.2M | 0.7% | 6.0K | 858.90 | +22.2% |
| DG DOLLAR GENERAL CORP | 5.0M | 0.7% | 42.4K | 123.41 | +7.5% |
| HD HOME DEPOT, INC. | 5.0M | 0.7% | 15.2K | 335.61 | -16.5% |
| OGE OGE ENERGY CORP. | 4.8M | 0.7% | 100.3K | 45.62 | +0.8% |
| HSY HERSHEY CO | 4.7M | 0.7% | 22.6K | 186.46 | +2.7% |
| GOOG Alphabet Inc. | 4.7M | 0.7% | 16.2K | 341.75 | +70.7% |
| CAH CARDINAL HEALTH INC | 4.6M | 0.7% | 21.6K | 229.51 | +50.1% |
| META Meta Platforms, Inc. | 4.6M | 0.7% | 8.0K | 549.90 | -26.5% |
| WDAY Workday, Inc. | 4.5M | 0.7% | 34.9K | 200.01 | -12.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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