Ironwood Investment Counsel

Ironwood Investment Counsel as of Dec. 31, 2024

Portfolio Holdings for Ironwood Investment Counsel

Ironwood Investment Counsel holds 246 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.5 $38M 91k 421.50
Apple (AAPL) 5.7 $33M 132k 250.42
Schwab Fundemental US Small Company ETF Schwab Fdt Us Sc (FNDA) 5.0 $29M 986k 29.70
Alphabet Inc Class A Cap Stk Cl A (GOOGL) 2.4 $14M 74k 189.30
Amazon (AMZN) 2.3 $14M 63k 219.39
American Express Company (AXP) 2.0 $12M 39k 296.79
Berkshire Hathaway Inc Class B Cl B New 1.9 $11M 24k 453.29
Accenture Sh Cl A (ACN) 1.7 $9.9M 28k 351.79
Charles Schwab Corporation (SCHW) 1.6 $9.6M 129k 74.01
MasterCard Incorporated (MA) 1.6 $9.3M 18k 526.58
Johnson & Johnson (JNJ) 1.5 $8.8M 61k 144.62
SYSCO Corporation (SYY) 1.5 $8.7M 114k 76.46
Schwab Fundamental US Large Company ETF Schwab Fdt Us Lg (FNDX) 1.4 $8.2M 348k 23.68
Meta Platforms Inc Class A Cl A (META) 1.4 $8.2M 14k 585.55
Fiserv (FI) 1.4 $8.0M 39k 205.42
Cummins (CMI) 1.3 $7.8M 23k 348.61
Merck & Co 1.2 $7.2M 72k 99.48
U.S. Bancorp (USB) 1.2 $7.0M 146k 47.83
Lockheed Martin Corporation (LMT) 1.2 $7.0M 14k 485.96
KLA Corporation Com New (KLAC) 1.2 $6.9M 11k 630.14
Broadcom (AVGO) 1.2 $6.7M 29k 231.84
iShares S&P 500 Index S&P 500 Index (IVV) 1.1 $6.7M 11k 588.68
Home Depot (HD) 1.1 $6.5M 17k 389.00
Pepsi (PEP) 1.1 $6.4M 42k 152.06
JPMorgan Chase & Co. (JPM) 1.1 $6.3M 27k 239.72
Qualcomm (QCOM) 1.1 $6.2M 41k 153.62
Medtronic 1.0 $5.9M 73k 79.88
Walt Disney Company (DIS) 1.0 $5.9M 53k 111.35
International Business Machines (IBM) 1.0 $5.8M 27k 219.83
Lowe's Companies (LOW) 1.0 $5.7M 23k 246.80
Teradyne (TER) 1.0 $5.6M 44k 125.92
Adobe Systems Incorporated (ADBE) 0.9 $5.5M 12k 444.68
Market Vectors High-Yield Muni ETF High Yld Munietf (HYD) 0.9 $5.4M 104k 51.91
United Parcel Service (UPS) 0.9 $5.2M 41k 126.10
Procter & Gamble Company (PG) 0.8 $4.8M 29k 167.65
Laboratory Corp of America Holdings Com New 0.8 $4.7M 21k 229.33
NVIDIA Corporation (NVDA) 0.8 $4.7M 35k 134.29
Workday Inc Class A Cl A (WDAY) 0.8 $4.6M 18k 258.03
Comcast Corp New Cl A Cl A (CMCSA) 0.8 $4.6M 121k 37.53
McKesson Corporation (MCK) 0.8 $4.4M 7.8k 569.96
Cardinal Health (CAH) 0.7 $4.3M 36k 118.27
Costco Wholesale Corporation (COST) 0.7 $4.2M 4.6k 916.38
Starbucks Corporation (SBUX) 0.7 $4.2M 46k 91.25
Oge Energy Corp (OGE) 0.7 $4.1M 100k 41.25
Anheuser-Busch Inbev SA Sponsored Adr (BUD) 0.7 $4.1M 82k 50.07
Tesla Motors (TSLA) 0.7 $3.8M 9.4k 403.85
Corteva (CTVA) 0.6 $3.7M 65k 56.96
First Trust Preferred Sec & Inc ETF Pfd Secs Inc Etf (FPE) 0.6 $3.6M 201k 17.70
Exxon Mobil Corporation (XOM) 0.6 $3.5M 33k 107.57
Vanguard Small Cap ETF Small Cp Etf (VB) 0.6 $3.5M 15k 240.28
Spdr S&p 500 Etf Tr Unit (SPY) 0.6 $3.5M 6.0k 586.10
Hershey Company (HSY) 0.6 $3.4M 20k 169.35
Alphabet Inc Class C Cap Stk Cl C (GOOG) 0.6 $3.3M 17k 190.45
McDonald's Corporation (MCD) 0.5 $3.2M 11k 289.90
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) 0.5 $3.1M 5.7k 538.86
Wal-Mart Stores (WMT) 0.5 $2.9M 32k 90.35
iShares Barclays Aggregate Bond Core Us Aggbd Et (AGG) 0.5 $2.9M 30k 96.90
Brown & Brown (BRO) 0.5 $2.8M 27k 102.02
Cisco Systems (CSCO) 0.5 $2.8M 47k 59.20
Lilly Eli & Co Com Cl A (LLY) 0.5 $2.7M 3.5k 772.00
Verizon Communications (VZ) 0.4 $2.6M 65k 39.99
Chevron Corporation (CVX) 0.4 $2.5M 17k 144.84
At&t (T) 0.4 $2.5M 109k 22.77
iShares Russell 1000 Value Index Rus 1000 Val Etf (IWD) 0.4 $2.5M 13k 185.13
Omni (OMC) 0.4 $2.4M 28k 86.04
Paychex (PAYX) 0.4 $2.3M 17k 140.23
Vanguard Interm-Tm Corp Bd Idx ETF Int-term Corp (VCIT) 0.4 $2.3M 29k 80.27
Morgan Stanley Com New (MS) 0.4 $2.1M 17k 125.72
Automatic Data Processing (ADP) 0.4 $2.1M 7.0k 292.76
iShares MSCI EAFE Value Index Eafe Value Etf (EFV) 0.3 $1.9M 37k 52.47
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST) 0.3 $1.9M 38k 50.37
Corning Incorporated (GLW) 0.3 $1.9M 40k 47.52
Visa Com Cl A (V) 0.3 $1.9M 5.9k 316.07
Hubbell (HUBB) 0.3 $1.8M 4.4k 418.89
Dollar General (DG) 0.3 $1.8M 24k 75.82
Vanguard Div Apprciation Div App Etf (VIG) 0.3 $1.8M 9.0k 195.84
Abbvie (ABBV) 0.3 $1.8M 9.9k 177.71
Mondelez International Cl A (MDLZ) 0.3 $1.7M 29k 59.73
Vanguard MSCI EAFE ETF Van Ftse Dev Mkt (VEA) 0.3 $1.7M 35k 47.82
Emerson Electric (EMR) 0.3 $1.6M 13k 123.93
iShares iBoxx High Yield Corporate Bond ETF Iboxx Hi Yd Etf (HYG) 0.3 $1.6M 21k 78.65
Air Products & Chemicals (APD) 0.3 $1.6M 5.5k 290.05
Vanguard Short-Term Corp Bd Idx ETF Shrt Trm Corp Bd (VCSH) 0.3 $1.6M 20k 78.01
General Mills (GIS) 0.3 $1.6M 25k 63.77
iShares Core 1-5 Year USD Bond ETF Core 1 5 Yr Usd (ISTB) 0.3 $1.6M 33k 47.77
Waste Management (WM) 0.3 $1.5M 7.6k 201.79
Coca-Cola Company (KO) 0.3 $1.5M 25k 62.26
T. Rowe Price (TROW) 0.3 $1.5M 14k 113.10
Intuit (INTU) 0.3 $1.5M 2.4k 628.50
UnitedHealth (UNH) 0.3 $1.5M 2.9k 505.87
Moody's Corporation (MCO) 0.3 $1.5M 3.1k 473.37
BlackRock 0.2 $1.4M 1.4k 1025.36
Abbott Laboratories 0.2 $1.4M 13k 113.11
Intuitive Surgical Com New (ISRG) 0.2 $1.4M 2.7k 521.96
Schwab U.S. Dividend Equity ETF Us Dividend Eq (SCHD) 0.2 $1.4M 51k 27.32
Powershares QQQ Unit Ser 1 (QQQ) 0.2 $1.4M 2.7k 511.24
Berkshire Hathaway Inc Class A Cl A (BRK.A) 0.2 $1.4M 2.00 680920.00
Amgen (AMGN) 0.2 $1.3M 5.1k 260.67
BancFirst Corporation (BANF) 0.2 $1.3M 11k 117.18
iShares MSCI EAFE Growth Index Eafe Grwth Etf (EFG) 0.2 $1.3M 14k 96.84
iShares Barclays 1-3 Yr Treas 1 3 Yr Treas Bd (SHY) 0.2 $1.3M 16k 81.98
Honeywell International (HON) 0.2 $1.3M 5.7k 225.90
JPMorgan Ultra-Short Municipal Inc ETF Ultra Sht Muncpl (JMST) 0.2 $1.3M 25k 50.71
Booking Holdings (BKNG) 0.2 $1.2M 246.00 4968.42
NetApp (NTAP) 0.2 $1.2M 11k 116.08
Marsh & McLennan Companies (MMC) 0.2 $1.2M 5.7k 212.42
Stryker Corporation (SYK) 0.2 $1.2M 3.3k 360.05
Vanguard Mid-Cap ETF Mid Cap Etf (VO) 0.2 $1.2M 4.5k 264.18
Consumer Staples Select Sector SPDR Sbi Cons Stpls (XLP) 0.2 $1.2M 15k 78.61
Clorox Company (CLX) 0.2 $1.1M 7.0k 162.41
Vanguard Intl Divdend Intl Dvd Etf (VIGI) 0.2 $1.1M 14k 79.99
salesforce (CRM) 0.2 $1.1M 3.3k 334.40
McCormick & Company, Incorporated (MKC) 0.2 $1.1M 14k 76.24
Caterpillar (CAT) 0.2 $1.1M 2.9k 362.84
iShares Russell 2000 Growth Index Rus 2000 Grw Etf (IWO) 0.2 $973k 3.4k 287.82
TJX Companies (TJX) 0.2 $960k 7.9k 120.81
Capital One Financial (COF) 0.2 $931k 5.2k 178.32
Eaton Corp SHS (ETN) 0.2 $926k 2.8k 331.95
Crown Castle Intl (CCI) 0.2 $900k 9.9k 90.76
Zoetis Cl A (ZTS) 0.2 $893k 5.5k 162.96
Ecolab (ECL) 0.2 $891k 3.8k 234.32
Texas Instruments Incorporated (TXN) 0.2 $881k 4.7k 187.51
PowerShares Variable Rate Preferred Var Rate Pfd (VRP) 0.1 $857k 35k 24.19
Deere & Company (DE) 0.1 $848k 2.0k 423.70
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 0.1 $845k 2.9k 289.82
HEICO Corporation (HEI) 0.1 $831k 3.5k 237.74
iShares MSCI EAFE Index Msci Eafe Etf (EFA) 0.1 $821k 11k 75.61
Willis Towers Watson (WTW) 0.1 $817k 2.6k 313.24
iShares S&P 500 Grwth S&p 500 Grwt Etf (IVW) 0.1 $797k 7.9k 101.53
Amdocs SHS (DOX) 0.1 $797k 9.4k 85.14
Union Pacific Corporation (UNP) 0.1 $789k 3.5k 228.07
S&p Global (SPGI) 0.1 $773k 1.6k 498.10
Franklin Resources (BEN) 0.1 $761k 38k 20.29
Illinois Tool Works (ITW) 0.1 $744k 2.9k 253.56
Schwab U.S. Broad Market ETF Us Brd Mkt Etf (SCHB) 0.1 $722k 32k 22.70
Taiwan Semiconductr Adrf Sponsored Ads (TSM) 0.1 $700k 3.5k 197.49
iShares MSCI ACWI ex US Index Msci Acwi Ex Us (ACWX) 0.1 $696k 13k 52.16
iShares Russell 1000 Growth Index Rus 1000 Grw Etf (IWF) 0.1 $691k 1.7k 401.70
iShares S&P MidCap 400 Index Core S&p Mcp Etf (IJH) 0.1 $688k 11k 62.31
Donaldson Company (DCI) 0.1 $683k 10k 67.35
Schwab U.S. Large-Cap ETF Us Lrg Cap Etf (SCHX) 0.1 $676k 29k 23.18
Edwards Lifesciences (EW) 0.1 $648k 8.8k 74.03
Heico Corporation Class A Cl A (HEI.A) 0.1 $642k 3.5k 186.08
Pinnacle West Capital Corporation (PNW) 0.1 $637k 7.5k 84.78
FedEx Corporation (FDX) 0.1 $628k 2.2k 281.33
Xylem (XYL) 0.1 $614k 5.3k 116.02
Colgate-Palmolive Company (CL) 0.1 $612k 6.7k 90.92
Sprouts Fmrs Mkt (SFM) 0.1 $593k 4.7k 127.07
Monster Beverage Corp (MNST) 0.1 $590k 11k 52.56
Wells Fargo & Company (WFC) 0.1 $582k 8.3k 70.24
Raytheon Technologies Corp (RTX) 0.1 $569k 4.9k 115.73
State Street Corporation (STT) 0.1 $567k 5.8k 98.15
Sherwin-Williams Company (SHW) 0.1 $557k 1.6k 339.93
Target Corporation (TGT) 0.1 $533k 3.9k 135.19
Communication Services Sel Sect SPDR ETF Communication (XLC) 0.1 $525k 5.4k 96.81
Cigna Corp (CI) 0.1 $524k 1.9k 276.17
Vanguard REIT ETF Reit Etf (VNQ) 0.1 $510k 5.7k 89.09
Church & Dwight (CHD) 0.1 $503k 4.8k 104.71
Advanced Micro Devices (AMD) 0.1 $495k 4.1k 120.79
Nextera Energy (NEE) 0.1 $482k 6.7k 71.70
Post Holdings Inc Common (POST) 0.1 $472k 4.1k 114.46
Chubb (CB) 0.1 $467k 1.7k 276.30
Roper Industries (ROP) 0.1 $462k 888.00 519.85
PowerShares Nasdaq Internet ETF Nasdaq Internt (PNQI) 0.1 $454k 9.7k 46.69
American Electric Power Company (AEP) 0.1 $452k 4.9k 92.23
iShares S&P 600 Small Cap Index Core S&p Scp Etf (IJR) 0.1 $450k 3.9k 115.22
Public Service Enterprise (PEG) 0.1 $448k 5.3k 84.49
Lpl Financial Holdings (LPLA) 0.1 $447k 1.4k 326.51
Molson Coors Brewing Co B CL B (TAP) 0.1 $443k 7.7k 57.32
Pfizer (PFE) 0.1 $433k 16k 26.53
Vanguard Value ETF Value Etf (VTV) 0.1 $424k 2.5k 169.36
Equifax (EFX) 0.1 $421k 1.7k 254.85
Sprott Phys Silver Trust Tr Unit (PSLV) 0.1 $421k 44k 9.65
SPDR Barclays 1-3 Month T-Bill ETF Bloomberg 1-3 Mo (BIL) 0.1 $420k 4.6k 91.43
Ameren Corporation (AEE) 0.1 $416k 4.7k 89.15
iShares S&P 500 Value Index S&p 500 Val Etf (IVE) 0.1 $413k 2.2k 190.95
General Electric Com New (GE) 0.1 $412k 2.5k 166.79
Affiliated Managers (AMG) 0.1 $410k 2.2k 184.92
Nike CL B (NKE) 0.1 $409k 5.4k 75.68
Vanguard Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 0.1 $404k 9.2k 44.04
iShares Russell 2000 Index Russell 2000 Etf (IWM) 0.1 $395k 1.8k 221.02
C.H. Robinson Worldwide (CHRW) 0.1 $393k 3.8k 103.35
Oracle Corporation (ORCL) 0.1 $393k 2.4k 166.68
Vanguard Information Technology ETF Inf Tech Etf (VGT) 0.1 $390k 626.00 622.15
Clarivate Ord Shs (CLVT) 0.1 $373k 73k 5.08
Lam Research Corporation 0.1 $364k 5.0k 72.24
Guggenheim S&P 500 Equal Weight ETF S&p500 Eql Wgt (RSP) 0.1 $362k 2.1k 175.26
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) 0.1 $346k 6.0k 57.41
Fastenal Company (FAST) 0.1 $339k 4.7k 71.91
Us Foods Hldg Corp call (USFD) 0.1 $339k 5.0k 67.46
Schwab International Equity ETF Intl Eqty Etf (SCHF) 0.1 $338k 18k 18.50
Privia Health Group (PRVA) 0.1 $335k 17k 19.55
iShares Dow Jones Select Dividend Index Select Divid Etf (DVY) 0.1 $321k 2.4k 131.29
Boeing Company (BA) 0.1 $319k 1.8k 177.00
Ss&c Technologies Holding (SSNC) 0.1 $318k 4.2k 75.78
W.W. Grainger (GWW) 0.1 $316k 300.00 1054.05
Carrier Global Corporation (CARR) 0.1 $316k 4.6k 68.26
Amphenol Corp Cl A (APH) 0.1 $316k 4.5k 69.45
Intel Corporation (INTC) 0.1 $314k 16k 20.05
Technology Select SPDR Technology (XLK) 0.1 $313k 1.3k 232.67
PPG Industries (PPG) 0.1 $311k 2.6k 119.45
Constellation Brands Cl A (STZ) 0.1 $306k 1.4k 221.00
Johnson Controls SHS (JCI) 0.1 $304k 3.8k 78.93
Gilead Sciences (GILD) 0.0 $292k 3.2k 92.37
CSX Corporation (CSX) 0.0 $290k 9.0k 32.27
Philip Morris International (PM) 0.0 $290k 2.4k 120.38
GFL Environmental Sub Vtg Shs (GFL) 0.0 $288k 6.5k 44.54
Tyler Technologies (TYL) 0.0 $288k 500.00 576.64
Vanguard Growth ETF Growth Etf (VUG) 0.0 $286k 696.00 410.57
iShares Russell Midcap Growth Rus Md Cp Gr Etf (IWP) 0.0 $285k 2.3k 126.75
Thermo Fisher Scientific (TMO) 0.0 $285k 548.00 520.35
B O K Financial Cp Com New (BOKF) 0.0 $274k 2.6k 106.45
Bristol Myers Squibb (BMY) 0.0 $273k 4.8k 56.56
Northern Trust Corporation (NTRS) 0.0 $265k 2.6k 102.50
iShares Russell Midcap Value Rus Mdcp Val Etf (IWS) 0.0 $255k 2.0k 129.34
Martin Marietta Materials (MLM) 0.0 $255k 494.00 516.50
Wec Energy Group (WEC) 0.0 $250k 2.7k 94.04
Ge Vernova (GEV) 0.0 $249k 758.00 328.93
iShares S&P MidCap 400 Growth S&p Mc 400gr Etf (IJK) 0.0 $248k 2.7k 90.93
Novo-Nordisk A-S Adr (NVO) 0.0 $248k 2.9k 86.02
Financial Select Sector SPDR Financial (XLF) 0.0 $245k 5.1k 48.33
Energizer Holdings (ENR) 0.0 $244k 7.0k 34.89
Microchip Technology (MCHP) 0.0 $242k 4.2k 57.35
Proshares S&P 500 Div S&p 500 Dv Arist (NOBL) 0.0 $241k 2.4k 99.57
Bank of New York Mellon Corporation (BK) 0.0 $238k 3.1k 76.84
Altria (MO) 0.0 $237k 4.5k 52.29
Palantir Technologies Cl A (PLTR) 0.0 $228k 3.0k 75.64
Weyerhaeuser Com New (WY) 0.0 $225k 8.0k 28.15
Lamb Weston Hldgs (LW) 0.0 $224k 3.3k 66.83
Garmin SHS (GRMN) 0.0 $223k 1.1k 206.26
Calvert International Responsible ETF Calvert Internat (CVIE) 0.0 $221k 4.0k 55.17
Southern Company (SO) 0.0 $220k 2.7k 82.33
Paypal Holdings (PYPL) 0.0 $218k 2.6k 85.35
AmerisourceBergen (COR) 0.0 $218k 970.00 224.68
Dimensional US Equity Market ETF Us Equity Market (DFUS) 0.0 $217k 3.4k 63.75
Synopsys (SNPS) 0.0 $217k 446.00 485.36
PNC Financial Services (PNC) 0.0 $212k 1.1k 192.85
Consolidated Edison (ED) 0.0 $212k 2.4k 89.23
John Wiley & Sons Cl A (WLY) 0.0 $205k 4.7k 43.71
Fair Isaac Corporation (FICO) 0.0 $205k 103.00 1990.92
Rockwell Automation (ROK) 0.0 $204k 714.00 286.01
Ready Cap Corp Com reit (RC) 0.0 $151k 22k 6.82
LightPath Technologies In A102c Com Cl A (LPTH) 0.0 $99k 28k 3.53
Leslies (LESL) 0.0 $74k 33k 2.23
CaliberCos Com Cl A 0.0 $23k 33k 0.70
Renalytix Ads (RNLXY) 0.0 $2.1k 10k 0.21