Ironwood Investment Management
Latest statistics and disclosures from Ironwood Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, EFA, SHV, IWM, GPI, and represent 20.06% of Ironwood Investment Management's stock portfolio.
- Added to shares of these 10 stocks: SHV, PNFP, CSV, VTI, EFA, WGXRF, PRCH, SM, AZTA, TRNS.
- Started 10 new stock positions in AZTA, PNFP, NEXT, CSV, PRCH, TRNS, TILVX, WGXRF, RGP, WDC.
- Reduced shares in these 10 stocks: PI, , BW, VGK, CSCO, AEM, C, CAT, Westgold Resources, ALTG.
- Sold out of its positions in ACCO, ALTG, NSPR, iRobot Corporation, MISXX, NWL, Pinnacle Financial Partners, VGK, Westgold Resources.
- Ironwood Investment Management was a net buyer of stock by $3.5M.
- Ironwood Investment Management has $238M in assets under management (AUM), dropping by 3.70%.
- Central Index Key (CIK): 0001127761
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Portfolio Holdings for Ironwood Investment Management
Ironwood Investment Management holds 172 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 7.1 | $17M | +6% | 51k | 335.27 |
|
| iShares MSCI EAFE Index Fund (EFA) | 4.9 | $12M | +6% | 121k | 96.03 |
|
| iShares Lehman Short Treasury Bond (SHV) | 2.9 | $6.9M | +70% | 63k | 110.15 |
|
| iShares Russell 2000 Index (IWM) | 2.6 | $6.3M | +3% | 26k | 246.16 |
|
| Group 1 Automotive (GPI) | 2.5 | $5.9M | 15k | 393.30 |
|
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| Dycom Industries (DY) | 2.0 | $4.9M | 14k | 337.90 |
|
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| Pegasystems (PEGA) | 2.0 | $4.7M | 79k | 59.72 |
|
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| Bridgebio Pharma (BBIO) | 2.0 | $4.7M | 62k | 76.49 |
|
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| Tempur-Pedic International (SGI) | 1.8 | $4.3M | 48k | 89.28 |
|
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| iShares Russell 3000 Index (IWV) | 1.7 | $4.2M | +2% | 11k | 386.85 |
|
| Citigroup (C) | 1.7 | $4.2M | -9% | 36k | 116.69 |
|
| Myr (MYRG) | 1.6 | $3.9M | 18k | 218.50 |
|
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| General Motors Company (GM) | 1.6 | $3.7M | -4% | 46k | 81.32 |
|
| Cytokinetics (CYTK) | 1.5 | $3.6M | 57k | 63.54 |
|
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| Vanguard Emerging Markets ETF (VWO) | 1.5 | $3.6M | +6% | 67k | 53.76 |
|
| Vicor Corporation (VICR) | 1.4 | $3.4M | 31k | 109.60 |
|
|
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 1.3 | $3.1M | 105k | 29.27 |
|
|
| Impinj (PI) | 1.2 | $2.9M | -27% | 17k | 174.01 |
|
| Mercury Computer Systems (MRCY) | 1.2 | $2.9M | 39k | 73.01 |
|
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| Tutor Perini Corporation (TPC) | 1.1 | $2.7M | -4% | 41k | 67.02 |
|
| McKesson Corporation (MCK) | 1.1 | $2.7M | -2% | 3.3k | 820.29 |
|
| Barrett Business Services (BBSI) | 1.1 | $2.7M | 75k | 36.21 |
|
|
| Griffon Corporation (GFF) | 1.1 | $2.7M | 36k | 73.65 |
|
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| Fidelity Total Market Index Fu Other (FSKAX) | 1.0 | $2.4M | 13k | 186.85 |
|
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| Arrow Electronics (ARW) | 1.0 | $2.4M | -4% | 22k | 110.18 |
|
| TTM Technologies (TTMI) | 1.0 | $2.3M | 34k | 69.00 |
|
|
| Coherent Corp (COHR) | 1.0 | $2.3M | 12k | 184.57 |
|
|
| Kohl's Corporation (KSS) | 1.0 | $2.3M | +4% | 111k | 20.41 |
|
| Freshpet (FRPT) | 0.9 | $2.1M | 35k | 60.93 |
|
|
| Evolv Technologi (EVLV) | 0.9 | $2.1M | 295k | 7.16 |
|
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| Koppers Holdings (KOP) | 0.9 | $2.1M | -6% | 77k | 27.08 |
|
| Goodyear Tire & Rubber Company (GT) | 0.9 | $2.0M | +6% | 232k | 8.76 |
|
| Watts Water Technologies (WTS) | 0.8 | $2.0M | 7.3k | 276.02 |
|
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| Microsoft Corporation (MSFT) | 0.8 | $2.0M | 4.1k | 483.62 |
|
|
| Williams-Sonoma (WSM) | 0.8 | $1.9M | 11k | 178.59 |
|
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| Aurinia Pharmaceuticals (AUPH) | 0.8 | $1.8M | 115k | 15.95 |
|
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| Franco-Nevada Corporation (FNV) | 0.8 | $1.8M | +3% | 8.8k | 207.28 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.7 | $1.8M | 5.6k | 313.00 |
|
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| Steven Madden (SHOO) | 0.7 | $1.8M | 42k | 41.64 |
|
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| International Business Machines (IBM) | 0.7 | $1.7M | -2% | 5.8k | 296.21 |
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| Extreme Networks (EXTR) | 0.7 | $1.7M | 103k | 16.65 |
|
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| Asml Holding (ASML) | 0.7 | $1.7M | +5% | 1.6k | 1069.86 |
|
| Cisco Systems (CSCO) | 0.7 | $1.7M | -25% | 22k | 77.03 |
|
| Hanover Insurance (THG) | 0.7 | $1.7M | 9.3k | 182.77 |
|
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| Newpark Resources (NPKI) | 0.7 | $1.7M | 142k | 11.92 |
|
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| Astronics Corporation (ATRO) | 0.7 | $1.6M | 30k | 54.24 |
|
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| Darling International (DAR) | 0.6 | $1.5M | 43k | 36.00 |
|
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| SM Energy (SM) | 0.6 | $1.5M | +41% | 80k | 18.70 |
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| Teledyne Technologies Incorporated (TDY) | 0.6 | $1.5M | 2.9k | 510.73 |
|
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| Automatic Data Processing (ADP) | 0.6 | $1.4M | 5.5k | 257.23 |
|
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| ACI Worldwide (ACIW) | 0.6 | $1.4M | 29k | 47.81 |
|
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| Pfizer (PFE) | 0.6 | $1.4M | +7% | 55k | 24.90 |
|
| Belden (BDC) | 0.6 | $1.4M | 12k | 116.55 |
|
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| Zscaler Incorporated (ZS) | 0.6 | $1.3M | 6.0k | 224.92 |
|
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| Ufp Industries (UFPI) | 0.6 | $1.3M | 15k | 91.05 |
|
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| Zeta Global Holdings Corp (ZETA) | 0.6 | $1.3M | 65k | 20.35 |
|
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| salesforce (CRM) | 0.6 | $1.3M | 5.0k | 264.91 |
|
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| Progressive Corporation (PGR) | 0.6 | $1.3M | 5.8k | 227.72 |
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| Visa (V) | 0.5 | $1.2M | 3.6k | 350.71 |
|
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| Fastenal Company (FAST) | 0.5 | $1.2M | 31k | 40.13 |
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| Pagaya Technologies (PGY) | 0.5 | $1.2M | 60k | 20.90 |
|
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| Braemar Hotels And Resorts (BHR) | 0.5 | $1.2M | 431k | 2.87 |
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| Cadence Bank | 0.5 | $1.2M | 29k | 42.84 |
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| Cabot Corporation (CBT) | 0.5 | $1.2M | 18k | 66.28 |
|
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| Danaher Corporation (DHR) | 0.5 | $1.2M | +35% | 5.2k | 228.92 |
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| S&p Global (SPGI) | 0.5 | $1.1M | +20% | 2.2k | 522.59 |
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| Otis Worldwide Corp (OTIS) | 0.5 | $1.1M | 13k | 87.35 |
|
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| Quanterix Ord (QTRX) | 0.5 | $1.1M | -11% | 172k | 6.36 |
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| Zoetis Inc Cl A (ZTS) | 0.5 | $1.1M | 8.6k | 125.82 |
|
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| Pinnacle Finl Partners (PNFP) | 0.5 | $1.1M | NEW | 11k | 95.41 |
|
| Kornit Digital (KRNT) | 0.4 | $1.1M | 74k | 14.38 |
|
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| NCR Atleos Corp (NATL) | 0.4 | $1.1M | -2% | 28k | 38.11 |
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| Old Republic International Corporation (ORI) | 0.4 | $1.0M | 23k | 45.64 |
|
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| Novo Nordisk A/S (NVO) | 0.4 | $1.0M | 20k | 50.88 |
|
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.0M | 3.2k | 322.22 |
|
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| SPS Commerce (SPSC) | 0.4 | $1.0M | -2% | 11k | 89.13 |
|
| Intercontinental Exchange (ICE) | 0.4 | $993k | 6.1k | 161.96 |
|
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| Carriage Services (CSV) | 0.4 | $993k | NEW | 24k | 42.30 |
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| Kopin Corporation (KOPN) | 0.4 | $978k | 418k | 2.34 |
|
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| Commercial Vehicle (CVGI) | 0.4 | $917k | +6% | 637k | 1.44 |
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| Avidia Bancorp (AVBC) | 0.4 | $911k | 54k | 16.81 |
|
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| Onto Innovation (ONTO) | 0.4 | $908k | 5.8k | 157.86 |
|
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| Wheaton Precious Metals Corp (WPM) | 0.4 | $908k | 7.7k | 117.52 |
|
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| Denali Therapeutics (DNLI) | 0.4 | $841k | -3% | 51k | 16.51 |
|
| Agnico (AEM) | 0.3 | $828k | -38% | 4.9k | 169.53 |
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| NCR Corporation (VYX) | 0.3 | $825k | 81k | 10.20 |
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| Goldman Sachs (GS) | 0.3 | $825k | 939.00 | 879.00 |
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| Fifth Third Ban (FITB) | 0.3 | $814k | 17k | 46.81 |
|
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| Church & Dwight (CHD) | 0.3 | $807k | 9.6k | 83.85 |
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| Sonos (SONO) | 0.3 | $780k | 44k | 17.56 |
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| General Electric (GE) | 0.3 | $778k | 2.5k | 308.03 |
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| Tri Pointe Homes (TPH) | 0.3 | $762k | 24k | 31.47 |
|
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| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 0.3 | $750k | +2% | 7.5k | 100.38 |
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| Indie Semiconductor (INDI) | 0.3 | $720k | -3% | 204k | 3.53 |
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| TriCo Bancshares (TCBK) | 0.3 | $701k | 15k | 47.37 |
|
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| LSB Industries (LXU) | 0.3 | $694k | 82k | 8.50 |
|
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| Vanguard Developed Markets Ind Other (VTMGX) | 0.3 | $674k | 34k | 20.07 |
|
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| Trimas Corporation (TRS) | 0.3 | $666k | 19k | 35.45 |
|
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| Callaway Golf Company (CALY) | 0.3 | $665k | 57k | 11.67 |
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| Ameres (AMRC) | 0.3 | $660k | 23k | 29.29 |
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| Berkshire Hills Ban (BBT) | 0.3 | $646k | 25k | 26.37 |
|
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| Banc Of California (BANC) | 0.3 | $636k | 33k | 19.29 |
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| Anika Therapeutics (ANIK) | 0.3 | $631k | +132% | 66k | 9.61 |
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| Geospace Technologies (GEOS) | 0.3 | $622k | 37k | 16.91 |
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| Leidos Holdings (LDOS) | 0.3 | $595k | 3.3k | 180.40 |
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| Compass Minerals International (CMP) | 0.2 | $570k | 29k | 19.64 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $563k | 4.8k | 116.09 |
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| Qorvo (QRVO) | 0.2 | $549k | 6.5k | 84.51 |
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| HudBay Minerals (HBM) | 0.2 | $548k | 28k | 19.85 |
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| iShares Russell 1000 Growth Index (IWF) | 0.2 | $547k | +27% | 1.2k | 473.30 |
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| Artisan Partners (APAM) | 0.2 | $541k | 13k | 40.74 |
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| Westgold Resources (WGXRF) | 0.2 | $528k | NEW | 123k | 4.29 |
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| WSFS Financial Corporation (WSFS) | 0.2 | $512k | 9.3k | 55.24 |
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| United Natural Foods (UNFI) | 0.2 | $504k | 15k | 33.67 |
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| Apple (AAPL) | 0.2 | $499k | 1.8k | 271.86 |
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| Tennant Company (TNC) | 0.2 | $465k | 6.3k | 73.70 |
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| Sunopta (STKL) | 0.2 | $461k | -5% | 121k | 3.80 |
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| Facebook Inc cl a (META) | 0.2 | $456k | 690.00 | 660.09 |
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| Porch Group (PRCH) | 0.2 | $454k | NEW | 50k | 9.13 |
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| American Funds New Perspective Other (ANWPX) | 0.2 | $427k | +6% | 6.0k | 70.61 |
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| Pepsi (PEP) | 0.2 | $422k | 2.9k | 143.52 |
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| Columbia Banking System (COLB) | 0.2 | $417k | 15k | 27.95 |
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| Cargurus (CARG) | 0.2 | $413k | 11k | 38.35 |
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| Brooks Automation (AZTA) | 0.2 | $411k | NEW | 12k | 33.26 |
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| Transcat (TRNS) | 0.2 | $411k | NEW | 7.2k | 56.73 |
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| Ge Vernova (GEV) | 0.2 | $407k | 623.00 | 653.57 |
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| Caterpillar (CAT) | 0.2 | $401k | -50% | 700.00 | 572.87 |
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| iShares Russell 1000 Value Index (IWD) | 0.2 | $393k | 1.9k | 210.34 |
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| Boeing Company (BA) | 0.2 | $383k | 1.8k | 217.12 |
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| Merck & Co (MRK) | 0.2 | $368k | 3.5k | 105.26 |
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| Aspen Aerogels (ASPN) | 0.2 | $361k | -5% | 128k | 2.83 |
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| Walt Disney Company (DIS) | 0.1 | $350k | 3.1k | 113.77 |
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| Amtech Systems (ASYS) | 0.1 | $346k | 28k | 12.55 |
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| Bristol Myers Squibb (BMY) | 0.1 | $326k | 6.0k | 53.94 |
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| Babcock & Wilcox Enterpr (BW) | 0.1 | $320k | -76% | 50k | 6.34 |
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| Bank of America Corporation (BAC) | 0.1 | $315k | 5.7k | 55.00 |
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| Burberry Group Plc- (BURBY) | 0.1 | $280k | +3% | 16k | 17.04 |
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| Kalvista Pharmaceuticals (KALV) | 0.1 | $270k | 17k | 16.15 |
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| Schwab Emerging Markets Equity ETF (SCHE) | 0.1 | $269k | 8.2k | 32.75 |
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| Intel Corporation (INTC) | 0.1 | $257k | 7.0k | 36.90 |
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| Nuveen Large Cap Value Index F Other (TILVX) | 0.1 | $251k | NEW | 9.0k | 27.98 |
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| Cracker Barrel Old Country Store (CBRL) | 0.1 | $248k | 9.8k | 25.40 |
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| AES Corporation (AES) | 0.1 | $247k | 17k | 14.34 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $246k | 10k | 24.02 |
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| Hp (HPQ) | 0.1 | $245k | 11k | 22.28 |
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| Carter's (CRI) | 0.1 | $242k | 7.5k | 32.43 |
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| Johnson & Johnson (JNJ) | 0.1 | $242k | 1.2k | 206.95 |
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| Fluor Corporation (FLR) | 0.1 | $237k | 6.0k | 39.63 |
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| Oracle Corporation (ORCL) | 0.1 | $236k | 1.2k | 194.91 |
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| Hancock Holding Company (HWC) | 0.1 | $233k | 3.7k | 63.68 |
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| Eaton (ETN) | 0.1 | $228k | 716.00 | 318.51 |
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| Johnson Matthey Plc - (JMPLY) | 0.1 | $226k | 3.9k | 57.40 |
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| Chesapeake Energy Corp (EXE) | 0.1 | $225k | 2.0k | 110.36 |
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| Pitney Bowes (PBI) | 0.1 | $224k | 21k | 10.57 |
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| Valneva Se (VALN) | 0.1 | $222k | 25k | 8.82 |
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| Western Digital (WDC) | 0.1 | $214k | NEW | 1.2k | 172.27 |
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| American Vanguard (AVD) | 0.1 | $210k | +42% | 55k | 3.82 |
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| Sprout Social Cl A Ord (SPT) | 0.1 | $209k | -8% | 19k | 11.27 |
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| Legg Mason WA US TSY Res Inst Other (CIIXX) | 0.1 | $200k | -21% | 200k | 1.00 |
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| Methode Electronics (MEI) | 0.1 | $192k | 29k | 6.64 |
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| Evolent Health (EVH) | 0.1 | $191k | -4% | 48k | 4.00 |
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| Talos Energy (TALO) | 0.1 | $177k | 16k | 11.02 |
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| Northfield Bancorp (NFBK) | 0.1 | $168k | 15k | 11.43 |
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| Resources Connection (RGP) | 0.1 | $160k | NEW | 32k | 5.04 |
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| Unisys Corporation (UIS) | 0.1 | $153k | 56k | 2.76 |
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| Marqeta (MQ) | 0.1 | $121k | 25k | 4.75 |
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| Remy Intl Inc Com remy (REMYY) | 0.0 | $110k | +32% | 26k | 4.25 |
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| Nextdecade Corp (NEXT) | 0.0 | $105k | NEW | 20k | 5.27 |
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| Ttec Holdings (TTEC) | 0.0 | $84k | -3% | 23k | 3.60 |
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| Duluth Holdings (DLTH) | 0.0 | $74k | -2% | 36k | 2.08 |
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| Ribbon Communication (RBBN) | 0.0 | $53k | 18k | 2.88 |
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| Cartesian Therapeutics CVR Other | 0.0 | $0 | 170k | 0.00 |
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Past Filings by Ironwood Investment Management
SEC 13F filings are viewable for Ironwood Investment Management going back to 2010
- Ironwood Investment Management 2025 Q4 filed Feb. 12, 2026
- Ironwood Investment Management 2025 Q3 filed Nov. 13, 2025
- Ironwood Investment Management 2025 Q2 filed Aug. 13, 2025
- Ironwood Investment Management 2025 Q1 filed May 15, 2025
- Ironwood Investment Management 2024 Q4 filed Feb. 10, 2025
- Ironwood Investment Management 2024 Q3 filed Nov. 14, 2024
- Ironwood Investment Management 2024 Q2 filed Aug. 16, 2024
- Ironwood Investment Management 2024 Q1 filed May 15, 2024
- Ironwood Investment Management 2023 Q4 filed Feb. 14, 2024
- Ironwood Investment Management 2023 Q3 filed Nov. 16, 2023
- Ironwood Investment Management 2023 Q2 filed Aug. 11, 2023
- Ironwood Investment Management 2023 Q1 filed May 15, 2023
- Ironwood Investment Management 2022 Q4 filed Jan. 31, 2023
- Ironwood Investment Management 2022 Q3 filed Nov. 14, 2022
- Ironwood Investment Management 2022 Q2 filed Aug. 12, 2022
- Ironwood Investment Management 2022 Q1 filed May 10, 2022