Ironwood Investment Counsel
Latest statistics and disclosures from Ironwood Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, FNDA, ACN, GOOGL, and represent 17.33% of Ironwood Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$9.1M), HYD (+$6.3M), FNDA, HSY, JMST, VRP, DG, IGSB, IJH, IWF.
- Started 19 new stock positions in TYL, ESS, VRP, GFL, ET, VGT, AMT, HYD, IFF, IWF. DG, APH, INFN, XLK, GE, IJH, HSY, CVIE, BMY.
- Reduced shares in these 10 stocks: ENR, USB, FPE, JPST, MSFT, IBOC, AAPL, AJG, VTI, HD.
- Sold out of its positions in BR, CNQ, DAR, ENR, Energy Transfer Partners, EPAC, AJG, General Electric Company, IBOC, MUB.
- Ironwood Investment Counsel was a net buyer of stock by $7.4M.
- Ironwood Investment Counsel has $535M in assets under management (AUM), dropping by 12.59%.
- Central Index Key (CIK): 0001330463
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Portfolio Holdings for Ironwood Investment Counsel
Ironwood Investment Counsel holds 253 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.6 | $36M | -3% | 94k | 376.04 |
|
| Apple (AAPL) | 4.9 | $26M | -3% | 136k | 192.53 |
|
| Schwab Fundemental US Small Company ETF Schwab Fdt Us Sc (FNDA) | 2.0 | $11M | +67% | 197k | 55.35 |
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| Accenture Sh Cl A (ACN) | 1.9 | $10M | 29k | 350.92 |
|
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| Alphabet Inc Class A Cap Stk Cl A (GOOGL) | 1.9 | $10M | 72k | 139.69 |
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| Johnson & Johnson (JNJ) | 1.9 | $9.9M | 63k | 156.74 |
|
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| iShares Barclays Aggregate Bond Core Us Aggbd Et (AGG) | 1.8 | $9.6M | +2108% | 96k | 99.25 |
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| Amazon (AMZN) | 1.7 | $9.3M | 61k | 151.94 |
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| Berkshire Hathaway Inc Class B Cl B New | 1.7 | $9.0M | 25k | 356.66 |
|
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| Charles Schwab Corporation (SCHW) | 1.6 | $8.7M | 126k | 68.80 |
|
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| Cisco Systems (CSCO) | 1.6 | $8.7M | 172k | 50.52 |
|
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| U.S. Bancorp (USB) | 1.6 | $8.3M | -17% | 193k | 43.28 |
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| SYSCO Corporation (SYY) | 1.6 | $8.3M | 113k | 73.13 |
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| Merck & Co | 1.5 | $8.0M | 73k | 109.02 |
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| American Express Company (AXP) | 1.4 | $7.7M | -3% | 41k | 187.34 |
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| CVS Caremark Corporation (CVS) | 1.4 | $7.7M | 97k | 78.96 |
|
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| MasterCard Incorporated (MA) | 1.4 | $7.6M | 18k | 426.51 |
|
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| Pepsi (PEP) | 1.4 | $7.5M | 44k | 169.84 |
|
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| Adobe Systems Incorporated (ADBE) | 1.3 | $6.9M | 12k | 596.60 |
|
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| International Business Machines (IBM) | 1.3 | $6.9M | -7% | 42k | 163.55 |
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| First Trust Preferred Sec & Inc ETF Pfd Secs Inc Etf (FPE) | 1.2 | $6.6M | -18% | 393k | 16.86 |
|
| KLA Corporation Com New (KLAC) | 1.2 | $6.5M | 11k | 581.32 |
|
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| Lockheed Martin Corporation (LMT) | 1.2 | $6.4M | -2% | 14k | 453.25 |
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| Market Vectors High-Yield Muni ETF High Yld Munietf (HYD) | 1.2 | $6.3M | NEW | 122k | 51.63 |
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| United Parcel Service (UPS) | 1.2 | $6.2M | 40k | 157.23 |
|
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| Home Depot (HD) | 1.1 | $5.9M | -11% | 17k | 346.55 |
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| Starbucks Corporation (SBUX) | 1.1 | $5.7M | -5% | 60k | 96.01 |
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| Medtronic | 1.1 | $5.7M | +2% | 69k | 82.38 |
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| Anheuser-Busch Inbev SA Sponsored ADR (BUD) | 1.0 | $5.4M | -2% | 84k | 64.62 |
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| Cummins (CMI) | 1.0 | $5.2M | 22k | 239.57 |
|
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| Fiserv (FI) | 1.0 | $5.1M | 39k | 132.84 |
|
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| iShares S&P 500 Index S&P 500 Index (IVV) | 1.0 | $5.1M | +5% | 11k | 477.64 |
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| Comcast Corp New Cl A Cl A (CMCSA) | 0.9 | $5.1M | 115k | 43.85 |
|
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| Procter & Gamble Company (PG) | 0.9 | $5.0M | -4% | 34k | 146.54 |
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| Meta Platforms Inc Class A Cl A (META) | 0.9 | $5.0M | 14k | 353.98 |
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| Lowe's Companies (LOW) | 0.9 | $4.9M | 22k | 222.55 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $4.8M | 28k | 170.10 |
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| Schwab Fundamental US Large Company ETF Schwab Fdt Us Lg (FNDX) | 0.8 | $4.5M | 73k | 61.94 |
|
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| Walt Disney Company (DIS) | 0.8 | $4.5M | -5% | 50k | 90.29 |
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| Teradyne (TER) | 0.8 | $4.4M | 41k | 108.52 |
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| McKesson Corporation (MCK) | 0.7 | $3.8M | -5% | 8.3k | 462.99 |
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| Cardinal Health (CAH) | 0.7 | $3.8M | 38k | 100.80 |
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| JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST) | 0.7 | $3.7M | -28% | 74k | 50.23 |
|
| Laboratory Corp of America Holdings Com New (LH) | 0.7 | $3.7M | 16k | 227.30 |
|
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| Oge Energy Corp (OGE) | 0.7 | $3.5M | 100k | 34.93 |
|
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| Vanguard Small Cap ETF Small Cp Etf (VB) | 0.7 | $3.5M | -2% | 16k | 213.33 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $3.5M | 35k | 99.98 |
|
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| McDonald's Corporation (MCD) | 0.6 | $3.4M | -4% | 11k | 296.52 |
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| Broadcom (AVGO) | 0.6 | $3.3M | -4% | 2.9k | 1116.25 |
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| Costco Wholesale Corporation (COST) | 0.6 | $3.2M | -3% | 4.9k | 660.21 |
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| Spdr S&p 500 Etf Tr Unit (SPY) | 0.6 | $3.1M | 6.5k | 475.37 |
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| Tesla Motors (TSLA) | 0.6 | $3.0M | 12k | 248.48 |
|
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| Brown & Brown (BRO) | 0.5 | $2.9M | -3% | 41k | 71.11 |
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| Verizon Communications (VZ) | 0.5 | $2.8M | 74k | 37.70 |
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| JPMorgan Ultra-Short Municipal Inc ETF Ultra Sht Muncpl (JMST) | 0.5 | $2.8M | +200% | 55k | 50.74 |
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| Chevron Corporation (CVX) | 0.5 | $2.7M | 18k | 149.16 |
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| Corteva (CTVA) | 0.5 | $2.6M | +10% | 55k | 47.92 |
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| Alphabet Inc Class C Cap Stk Cl C (GOOG) | 0.5 | $2.6M | 18k | 140.93 |
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| Qualcomm (QCOM) | 0.5 | $2.5M | -2% | 17k | 144.64 |
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| Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) | 0.4 | $2.4M | +8% | 5.5k | 436.84 |
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| Omni (OMC) | 0.4 | $2.4M | -2% | 27k | 86.51 |
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| Hershey Company (HSY) | 0.4 | $2.3M | NEW | 13k | 186.45 |
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| iShares MSCI EAFE Value Index Eafe Value Etf (EFV) | 0.4 | $2.2M | 42k | 52.10 |
|
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| Vanguard Interm-Tm Corp Bd Idx ETF Int-term Corp (VCIT) | 0.4 | $2.2M | -4% | 27k | 81.28 |
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| iShares Russell 1000 Value Index Rus 1000 Val Etf (IWD) | 0.4 | $2.2M | 13k | 165.25 |
|
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| iShares Barclays 1-3 Yr Treas 1 3 Yr Treas Bd (SHY) | 0.4 | $2.2M | -3% | 26k | 82.04 |
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| Mondelez International Cl A (MDLZ) | 0.4 | $2.1M | 30k | 72.43 |
|
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| Vanguard Div Apprciation Div App Etf (VIG) | 0.4 | $2.1M | -2% | 12k | 170.40 |
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| At&t (T) | 0.4 | $2.0M | -4% | 121k | 16.78 |
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| Paychex (PAYX) | 0.4 | $2.0M | -3% | 17k | 119.11 |
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| Lilly Eli & Co Com Cl A (LLY) | 0.4 | $2.0M | +5% | 3.4k | 582.92 |
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| NVIDIA Corporation (NVDA) | 0.4 | $2.0M | -6% | 4.0k | 495.22 |
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| iShares Core 1-5 Year USD Bond ETF Core 1 5 Yr Usd (ISTB) | 0.4 | $1.9M | -26% | 41k | 47.56 |
|
| Vanguard MSCI EAFE ETF Van Ftse Dev Mkt (VEA) | 0.4 | $1.9M | -6% | 40k | 47.90 |
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| Wal-Mart Stores (WMT) | 0.4 | $1.9M | -3% | 12k | 157.65 |
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| Intuit (INTU) | 0.3 | $1.7M | 2.8k | 625.03 |
|
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| T. Rowe Price (TROW) | 0.3 | $1.7M | -19% | 16k | 107.69 |
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| Automatic Data Processing (ADP) | 0.3 | $1.7M | -7% | 7.3k | 232.97 |
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| General Mills (GIS) | 0.3 | $1.7M | +2% | 26k | 65.14 |
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| UnitedHealth (UNH) | 0.3 | $1.7M | -3% | 3.1k | 526.63 |
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| Emerson Electric (EMR) | 0.3 | $1.6M | -8% | 17k | 97.34 |
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| Intel Corporation (INTC) | 0.3 | $1.6M | 32k | 50.25 |
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| Abbvie (ABBV) | 0.3 | $1.6M | -2% | 10k | 154.97 |
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| PowerShares Variable Rate Preferred Var Rate Pfd (VRP) | 0.3 | $1.6M | NEW | 68k | 23.08 |
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| Abbott Laboratories | 0.3 | $1.6M | -2% | 14k | 110.08 |
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| Visa (V) | 0.3 | $1.6M | 6.0k | 260.35 |
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| Hubbell (HUBB) | 0.3 | $1.5M | 4.6k | 328.95 |
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| iShares iBoxx High Yield Corporate Bond ETF Iboxx Hi Yd Etf (HYG) | 0.3 | $1.5M | -13% | 19k | 77.39 |
|
| Coca-Cola Company (KO) | 0.3 | $1.5M | 25k | 58.93 |
|
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| Morgan Stanley Com New (MS) | 0.3 | $1.4M | +2% | 16k | 93.25 |
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| Vanguard Short-Term Corp Bd Idx ETF Shrt Trm Corp Bd (VCSH) | 0.3 | $1.4M | -7% | 18k | 77.37 |
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| Air Products & Chemicals (APD) | 0.3 | $1.4M | +2% | 5.0k | 273.82 |
|
| iShares 1-5 Year invmt Grd Corp Bd ETF Ishs 1-5yr Invs (IGSB) | 0.3 | $1.4M | +496% | 27k | 51.28 |
|
| Vanguard Intl Divdend Intl Dvd Etf (VIGI) | 0.3 | $1.4M | -2% | 17k | 79.34 |
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| iShares MSCI EAFE Growth Index Eafe Grwth Etf (EFG) | 0.3 | $1.3M | +6% | 14k | 96.85 |
|
| Waste Management (WM) | 0.3 | $1.3M | -5% | 7.5k | 179.11 |
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| BlackRock (BLK) | 0.2 | $1.3M | +4% | 1.6k | 811.87 |
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| Clorox Company (CLX) | 0.2 | $1.3M | -14% | 9.2k | 142.59 |
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| Honeywell International (HON) | 0.2 | $1.3M | 6.2k | 209.71 |
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| Dollar General (DG) | 0.2 | $1.3M | NEW | 9.5k | 135.96 |
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| Amgen (AMGN) | 0.2 | $1.2M | -2% | 4.3k | 288.07 |
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| Crown Castle Intl (CCI) | 0.2 | $1.2M | -8% | 11k | 115.19 |
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| Moody's Corporation (MCO) | 0.2 | $1.2M | 3.1k | 390.56 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.2M | -5% | 24k | 49.22 |
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| Zoetis Cl A (ZTS) | 0.2 | $1.2M | 6.0k | 197.38 |
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| BancFirst Corporation (BANF) | 0.2 | $1.1M | 11k | 97.33 |
|
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| McCormick & Company, Incorporated (MKC) | 0.2 | $1.1M | -11% | 16k | 68.42 |
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| Berkshire Hathaway Inc Class A Cl A (BRK.A) | 0.2 | $1.1M | 2.00 | 542625.00 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $1.1M | 5.7k | 189.47 |
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| Capital One Financial (COF) | 0.2 | $1.1M | -31% | 8.2k | 131.13 |
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| Vanguard Mid-Cap ETF Mid Cap Etf (VO) | 0.2 | $1.1M | -3% | 4.6k | 232.68 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $1.1M | -3% | 3.1k | 337.36 |
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| Franklin Resources (BEN) | 0.2 | $1.0M | -16% | 35k | 29.79 |
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| Booking Holdings (BKNG) | 0.2 | $1.0M | -3% | 291.00 | 3547.22 |
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| Walgreen Boots Alliance (WBA) | 0.2 | $989k | 38k | 26.11 |
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| Stryker Corporation (SYK) | 0.2 | $974k | 3.3k | 299.46 |
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| Powershares QQQ Unit Ser 1 (QQQ) | 0.2 | $965k | -11% | 2.4k | 409.60 |
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| salesforce (CRM) | 0.2 | $950k | 3.6k | 263.14 |
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| Pfizer (PFE) | 0.2 | $913k | -21% | 32k | 28.79 |
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| Illinois Tool Works (ITW) | 0.2 | $908k | -2% | 3.5k | 261.94 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $885k | 5.2k | 170.47 |
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| iShares MSCI EAFE Index Msci Eafe Etf (EFA) | 0.2 | $867k | 12k | 75.35 |
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| Caterpillar (CAT) | 0.2 | $848k | 2.9k | 295.71 |
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| Ecolab (ECL) | 0.2 | $841k | -2% | 4.2k | 198.35 |
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| TJX Companies (TJX) | 0.2 | $834k | -3% | 8.9k | 93.81 |
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| Corning Incorporated (GLW) | 0.2 | $834k | +5% | 27k | 30.45 |
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| Union Pacific Corporation (UNP) | 0.2 | $833k | 3.4k | 245.65 |
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| iShares Russell 2000 Growth Index Rus 2000 Grw Etf (IWO) | 0.2 | $833k | -14% | 3.3k | 252.22 |
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| Edwards Lifesciences (EW) | 0.2 | $806k | 11k | 76.25 |
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| Deere & Company (DE) | 0.2 | $804k | 2.0k | 399.87 |
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| Nike CL B (NKE) | 0.1 | $799k | 7.4k | 108.57 |
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| Privia Health Group (PRVA) | 0.1 | $789k | 34k | 23.03 |
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| Donaldson Company (DCI) | 0.1 | $772k | -6% | 12k | 65.35 |
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| Monster Beverage Corp (MNST) | 0.1 | $768k | -3% | 13k | 57.61 |
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| S&p Global (SPGI) | 0.1 | $720k | 1.6k | 440.60 |
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| Vanguard Total Stock Market ETF Total Stk Mkt (VTI) | 0.1 | $719k | -53% | 3.0k | 237.24 |
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| Willis Towers Watson (WTW) | 0.1 | $711k | -7% | 2.9k | 241.20 |
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| Eaton Corp SHS (ETN) | 0.1 | $691k | -4% | 2.9k | 240.87 |
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| iShares Barclays TIPS Bond Tips Bd Etf (TIP) | 0.1 | $688k | -19% | 6.4k | 107.50 |
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| Advanced Micro Devices (AMD) | 0.1 | $688k | -17% | 4.7k | 147.41 |
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| Boeing Company (BA) | 0.1 | $685k | 2.6k | 260.68 |
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| iShares S&P MidCap 400 Index Core S&p Mcp Etf (IJH) | 0.1 | $683k | NEW | 2.5k | 277.15 |
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| Clarivate Ord Shs (CLVT) | 0.1 | $682k | -5% | 74k | 9.26 |
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| NetApp (NTAP) | 0.1 | $674k | +2% | 7.6k | 88.17 |
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| Vanguard Emerging Markets ETF Ftse Emr Mkt Etf (VWO) | 0.1 | $667k | -20% | 16k | 41.10 |
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| Xylem (XYL) | 0.1 | $665k | -3% | 5.8k | 114.36 |
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| Schwab U.S. Large-Cap ETF Us Lrg Cap Etf (SCHX) | 0.1 | $647k | -2% | 12k | 56.40 |
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| FedEx Corporation (FDX) | 0.1 | $626k | -6% | 2.5k | 252.97 |
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| HEICO Corporation (HEI) | 0.1 | $625k | 3.5k | 178.87 |
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| Colgate-Palmolive Company (CL) | 0.1 | $612k | 7.7k | 79.72 |
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| Schwab U.S. Broad Market ETF Us Brd Mkt Etf (SCHB) | 0.1 | $608k | +4% | 11k | 55.67 |
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| Pinnacle West Capital Corporation (PNW) | 0.1 | $601k | 8.4k | 71.85 |
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| iShares S&P U.S. Preferred Stock Index Pfd And Incm Sec (PFF) | 0.1 | $596k | -14% | 19k | 31.19 |
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| iShares S&P 500 Grwth S&p 500 Grwt Etf (IVW) | 0.1 | $590k | 7.9k | 75.10 |
|
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| iShares Russell 1000 Growth Index Rus 1000 Grw Etf (IWF) | 0.1 | $589k | NEW | 1.9k | 303.21 |
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| Molson Coors Brewing Co B CL B (TAP) | 0.1 | $586k | -9% | 9.6k | 61.21 |
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| Sherwin-Williams Company (SHW) | 0.1 | $584k | -5% | 1.9k | 311.90 |
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| Roper Industries (ROP) | 0.1 | $581k | -5% | 1.1k | 545.17 |
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| Communication Services Sel Sect SPDR ETF Communication (XLC) | 0.1 | $580k | -7% | 8.0k | 72.66 |
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| Cigna Corp (CI) | 0.1 | $579k | 1.9k | 299.58 |
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| iShares MSCI ACWI ex US Index Msci Acwi Ex Us (ACWX) | 0.1 | $579k | 11k | 51.04 |
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| Target Corporation (TGT) | 0.1 | $574k | -6% | 4.0k | 142.43 |
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| Vanguard REIT ETF Reit Etf (VNQ) | 0.1 | $569k | -11% | 6.4k | 88.36 |
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| Church & Dwight (CHD) | 0.1 | $567k | 6.0k | 94.56 |
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| Schwab International Equity ETF Intl Eqty Etf (SCHF) | 0.1 | $538k | -5% | 15k | 36.96 |
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| Affiliated Managers (AMG) | 0.1 | $497k | -5% | 3.3k | 151.42 |
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| Heico Corporation Class A Cl A (HEI.A) | 0.1 | $492k | 3.5k | 142.44 |
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| Constellation Brands Cl A (STZ) | 0.1 | $472k | -3% | 2.0k | 241.80 |
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| C.H. Robinson Worldwide (CHRW) | 0.1 | $468k | -33% | 5.4k | 86.39 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $466k | -7% | 2.0k | 227.62 |
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| Stericycle (SRCL) | 0.1 | $446k | -6% | 9.0k | 49.56 |
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| Gilead Sciences (GILD) | 0.1 | $429k | 5.3k | 81.02 |
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| Us Foods Hldg Corp call (USFD) | 0.1 | $429k | -5% | 9.5k | 45.41 |
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| American Electric Power Company (AEP) | 0.1 | $426k | 5.3k | 81.22 |
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| Microchip Technology (MCHP) | 0.1 | $425k | -29% | 4.7k | 90.18 |
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| iShares S&P 600 Small Cap Index Core S&p Scp Etf (IJR) | 0.1 | $423k | 3.9k | 108.25 |
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| iShares Russell 2000 Index Russell 2000 Etf (IWM) | 0.1 | $414k | +2% | 2.1k | 200.79 |
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| Equifax (EFX) | 0.1 | $408k | 1.7k | 247.29 |
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| Post Holdings Inc Common (POST) | 0.1 | $406k | +2% | 4.6k | 88.06 |
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| Schwab U.S. Dividend Equity ETF Us Dividend Eq (SCHD) | 0.1 | $403k | -3% | 5.3k | 76.14 |
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| State Street Corporation (STT) | 0.1 | $400k | -3% | 5.2k | 77.46 |
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| Toro Company (TTC) | 0.1 | $393k | -4% | 4.1k | 95.99 |
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| PPG Industries (PPG) | 0.1 | $389k | 2.6k | 149.55 |
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| General Electric Com New (GE) | 0.1 | $388k | NEW | 3.0k | 127.63 |
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| Chubb (CB) | 0.1 | $381k | 1.7k | 226.00 |
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| Hillenbrand (HI) | 0.1 | $379k | -5% | 7.9k | 47.85 |
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| Lam Research Corporation (LRCX) | 0.1 | $366k | -2% | 466.00 | 784.83 |
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| Northern Trust Corporation (NTRS) | 0.1 | $366k | -5% | 4.3k | 84.38 |
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| Taiwan Semiconductr Adrf Sponsored Ads (TSM) | 0.1 | $360k | 3.5k | 104.00 |
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| PowerShares Nasdaq Internet ETF Nasdaq Internt (PNQI) | 0.1 | $356k | -19% | 9.9k | 36.07 |
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| Sprott Phys Silver Trust Tr Unit (PSLV) | 0.1 | $352k | 44k | 8.08 |
|
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| iShares JPMorgan USD Emerg Markets Bond Jpmorgan Usd Emg (EMB) | 0.1 | $351k | -29% | 3.9k | 89.06 |
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| Cintas Corporation (CTAS) | 0.1 | $339k | -19% | 562.00 | 602.66 |
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| iShares S&P 500 Value Index S&p 500 Val Etf (IVE) | 0.1 | $338k | +5% | 1.9k | 173.94 |
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| Ameren Corporation (AEE) | 0.1 | $337k | 4.7k | 72.34 |
|
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| Novo-Nordisk A-S Adr (NVO) | 0.1 | $332k | -7% | 3.2k | 103.45 |
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| AmerisourceBergen (COR) | 0.1 | $327k | -4% | 1.6k | 205.38 |
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| SPDR S&P Biotech ETF S&p Biotech (XBI) | 0.1 | $327k | 3.7k | 89.29 |
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| CSX Corporation (CSX) | 0.1 | $324k | 9.3k | 34.67 |
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| Nextera Energy (NEE) | 0.1 | $318k | -11% | 5.2k | 60.75 |
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| Fastenal Company (FAST) | 0.1 | $309k | -5% | 4.8k | 64.77 |
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| Vanguard Value ETF Value Etf (VTV) | 0.1 | $307k | 2.1k | 149.54 |
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| Ss&c Technologies Holding (SSNC) | 0.1 | $303k | -6% | 5.0k | 61.11 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $302k | 3.6k | 84.15 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $291k | -10% | 548.00 | 530.79 |
|
| American Tower Reit (AMT) | 0.1 | $291k | NEW | 1.3k | 216.02 |
|
| iShares Dow Jones Select Dividend Index Select Divid Etf (DVY) | 0.1 | $287k | -2% | 2.4k | 117.22 |
|
| Weyerhaeuser Com New (WY) | 0.1 | $278k | 8.0k | 34.77 |
|
|
| GFL Environmental Sub Vtg Shs (GFL) | 0.1 | $274k | NEW | 8.0k | 34.51 |
|
| Technology Select SPDR Technology (XLK) | 0.1 | $274k | NEW | 1.4k | 192.61 |
|
| Financial Select Sector SPDR Financial (XLF) | 0.1 | $271k | -8% | 7.2k | 37.60 |
|
| Proshares S&P 500 Div S&p 500 Dv Arist (NOBL) | 0.1 | $271k | 2.8k | 95.21 |
|
|
| Hormel Foods Corporation (HRL) | 0.1 | $269k | -12% | 8.4k | 32.11 |
|
| Markel Corporation (MKL) | 0.0 | $264k | -32% | 186.00 | 1419.90 |
|
| Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) | 0.0 | $255k | +10% | 4.5k | 56.15 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $253k | NEW | 4.9k | 51.31 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $252k | NEW | 3.1k | 80.98 |
|
| Cabot Corporation (CBT) | 0.0 | $251k | 3.0k | 83.50 |
|
|
| W.W. Grainger (GWW) | 0.0 | $249k | 300.00 | 828.69 |
|
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $245k | +8% | 5.1k | 48.11 |
|
| Martin Marietta Materials (MLM) | 0.0 | $245k | 490.00 | 498.91 |
|
|
| Energy Transfer Partners Com Ut Ltd Ptn (ET) | 0.0 | $239k | NEW | 17k | 13.80 |
|
| iShares Russell Midcap Growth Rus Md Cp Gr Etf (IWP) | 0.0 | $235k | 2.3k | 104.46 |
|
|
| Vail Resorts (MTN) | 0.0 | $231k | -36% | 1.1k | 213.47 |
|
| Philip Morris International (PM) | 0.0 | $230k | 2.4k | 94.11 |
|
|
| Synopsys (SNPS) | 0.0 | $230k | 446.00 | 514.91 |
|
|
| iShares Russell Midcap Value Rus Mdcp Val Etf (IWS) | 0.0 | $229k | 2.0k | 116.29 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $229k | -19% | 3.7k | 61.41 |
|
| Wec Energy Group (WEC) | 0.0 | $227k | 2.7k | 84.17 |
|
|
| Johnson Controls SHS (JCI) | 0.0 | $226k | 3.9k | 57.65 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $225k | NEW | 2.3k | 99.13 |
|
| Rockwell Automation (ROK) | 0.0 | $222k | -14% | 714.00 | 310.72 |
|
| iShares MBS Mbs Etf (MBB) | 0.0 | $222k | -14% | 2.4k | 94.08 |
|
| Vanguard Short-Term Bond ETF Short Trm Bond (BSV) | 0.0 | $220k | -4% | 2.9k | 77.03 |
|
| B O K Financial Cp Com New (BOKF) | 0.0 | $220k | 2.6k | 85.65 |
|
|
| iShares S&P MidCap 400 Growth S&p Mc 400gr Etf (IJK) | 0.0 | $216k | 2.7k | 79.22 |
|
|
| ConocoPhillips (COP) | 0.0 | $215k | 1.9k | 116.07 |
|
|
| Calvert International Responsible ETF Calvert Internat (CVIE) | 0.0 | $215k | NEW | 4.0k | 53.80 |
|
| Carrier Global Corporation (CARR) | 0.0 | $215k | 3.7k | 57.45 |
|
|
| Leslies (LESL) | 0.0 | $215k | -5% | 31k | 6.91 |
|
| Vanguard Total Bond Market Total Bnd Mrkt (BND) | 0.0 | $213k | 2.9k | 73.57 |
|
|
| Essex Property Trust (ESS) | 0.0 | $211k | NEW | 850.00 | 247.94 |
|
| Tyler Technologies (TYL) | 0.0 | $209k | NEW | 500.00 | 418.12 |
|
| John Wiley & Sons Cl A (WLY) | 0.0 | $209k | +16% | 6.6k | 31.74 |
|
| Vanguard Information Technology ETF Inf Tech Etf (VGT) | 0.0 | $204k | NEW | 421.00 | 484.57 |
|
| Novartis A G Sponsored Adr (NVS) | 0.0 | $202k | 2.0k | 100.97 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $200k | 1.4k | 148.36 |
|
|
| Ready Cap Corp Com reit (RC) | 0.0 | $199k | +3% | 19k | 10.25 |
|
| Anfield Universal Fixed Income ETF 90214Q766 (AFIF) | 0.0 | $161k | +2% | 18k | 9.04 |
|
| Altice USA Cl A (ATUS) | 0.0 | $139k | -5% | 43k | 3.25 |
|
| Infinera (INFN) | 0.0 | $56k | NEW | 12k | 4.75 |
|
| LightPath Technologies Com Cl A (LPTH) | 0.0 | $23k | -21% | 19k | 1.26 |
|
| Renalytix Ads (RNLX) | 0.0 | $4.7k | 12k | 0.39 |
|
Past Filings by Ironwood Investment Counsel
SEC 13F filings are viewable for Ironwood Investment Counsel going back to 2010
- Ironwood Investment Counsel 2023 Q4 filed Feb. 8, 2024
- Ironwood Investment Counsel 2023 Q3 filed Nov. 14, 2023
- Ironwood Investment Counsel 2023 Q2 filed Aug. 8, 2023
- Ironwood Investment Counsel 2023 Q1 filed May 11, 2023
- Ironwood Investment Counsel 2022 Q4 filed Feb. 2, 2023
- Ironwood Investment Counsel 2022 Q3 filed Nov. 9, 2022
- Ironwood Investment Counsel 2022 Q2 filed Aug. 4, 2022
- Ironwood Investment Counsel 2022 Q1 filed May 9, 2022
- Ironwood Investment Counsel 2021 Q4 filed Feb. 4, 2022
- Ironwood Investment Counsel 2021 Q3 filed Nov. 4, 2021
- Ironwood Investment Counsel 2021 Q2 filed Aug. 6, 2021
- Ironwood Investment Counsel 2021 Q1 filed May 3, 2021
- Ironwood Investment Counsel 2020 Q4 filed Feb. 11, 2021
- Ironwood Investment Counsel 2020 Q3 restated filed Nov. 16, 2020
- Ironwood Investment Counsel 2020 Q3 filed Nov. 3, 2020
- Ironwood Investment Counsel 2020 Q2 filed Aug. 11, 2020