Ironwood Investment Counsel

Ironwood Investment Counsel as of March 31, 2025

Portfolio Holdings for Ironwood Investment Counsel

Ironwood Investment Counsel holds 240 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.9 $34M 91k 375.39
Schwab Fundemental US Small Company ETF Schwab Fdt Us Sc (FNDA) 5.9 $34M 1.2M 27.39
Apple (AAPL) 4.8 $28M 126k 222.13
Berkshire Hathaway Inc Class B Cl B New 2.3 $13M 25k 532.60
Amazon (AMZN) 2.2 $13M 68k 190.26
Alphabet Inc Class A Cap Stk Cl A (GOOGL) 2.0 $12M 77k 154.64
Charles Schwab Corporation (SCHW) 1.8 $10M 133k 78.28
American Express Company (AXP) 1.8 $10M 39k 269.05
Johnson & Johnson (JNJ) 1.8 $10M 62k 165.84
MasterCard Incorporated (MA) 1.7 $9.8M 18k 548.13
Schwab Fundamental US Large Company ETF Schwab Fdt Us Lg (FNDX) 1.5 $8.9M 377k 23.61
Accenture Sh Cl A (ACN) 1.5 $8.8M 28k 312.05
Fiserv (FI) 1.5 $8.7M 40k 220.83
SYSCO Corporation (SYY) 1.5 $8.6M 114k 75.04
Meta Platforms Inc Class A Cl A (META) 1.4 $8.2M 14k 576.37
KLA Corporation Com New (KLAC) 1.3 $7.6M 11k 679.85
Cummins (CMI) 1.2 $7.2M 23k 313.45
Medtronic 1.2 $7.0M 78k 89.86
Lockheed Martin Corporation (LMT) 1.2 $6.8M 15k 446.72
Merck & Co 1.2 $6.7M 75k 89.76
Qualcomm (QCOM) 1.1 $6.6M 43k 153.61
JPMorgan Chase & Co. (JPM) 1.1 $6.6M 27k 245.31
International Business Machines (IBM) 1.1 $6.5M 26k 248.66
iShares S&P 500 Index S&P 500 Index (IVV) 1.1 $6.3M 11k 561.92
Pepsi (PEP) 1.1 $6.3M 42k 149.94
U.S. Bancorp (USB) 1.1 $6.2M 148k 42.22
Home Depot (HD) 1.1 $6.1M 17k 366.50
Adobe Systems Incorporated (ADBE) 1.1 $6.1M 16k 383.53
Lowe's Companies (LOW) 1.0 $5.5M 24k 233.23
Walt Disney Company (DIS) 0.9 $5.3M 54k 98.70
United Parcel Service (UPS) 0.9 $5.1M 47k 109.99
Anheuser-Busch Inbev SA Sponsored Adr (BUD) 0.9 $5.1M 84k 61.56
McKesson Corporation (MCK) 0.9 $5.1M 7.6k 673.07
Laboratory Corp of America Holdings Com New 0.9 $5.0M 22k 232.74
Comcast Corp New Cl A Cl A (CMCSA) 0.9 $4.9M 134k 36.90
Procter & Gamble Company (PG) 0.8 $4.8M 28k 170.42
Cardinal Health (CAH) 0.8 $4.8M 35k 137.77
Oge Energy Corp (OGE) 0.8 $4.6M 100k 45.96
Workday Inc Class A Cl A (WDAY) 0.8 $4.5M 19k 233.53
Market Vectors High-Yield Muni ETF High Yld Munietf (HYD) 0.8 $4.5M 88k 51.18
Corteva (CTVA) 0.7 $4.3M 68k 62.93
Broadcom (AVGO) 0.7 $4.2M 25k 167.43
Costco Wholesale Corporation (COST) 0.7 $4.1M 4.4k 945.94
NVIDIA Corporation (NVDA) 0.7 $4.1M 38k 108.38
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) 0.7 $4.1M 7.9k 513.93
Exxon Mobil Corporation (XOM) 0.7 $3.9M 33k 118.93
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST) 0.7 $3.9M 76k 50.63
Hershey Company (HSY) 0.6 $3.6M 21k 171.04
Brown & Brown (BRO) 0.6 $3.4M 27k 124.40
Vanguard Small Cap ETF Small Cp Etf (VB) 0.5 $3.2M 14k 221.76
Dollar General (DG) 0.5 $3.2M 36k 87.93
McDonald's Corporation (MCD) 0.5 $3.1M 9.9k 312.40
First Trust Preferred Sec & Inc ETF Pfd Secs Inc Etf (FPE) 0.5 $3.0M 173k 17.59
At&t (T) 0.5 $3.0M 105k 28.28
Spdr S&p 500 Etf Tr Unit (SPY) 0.5 $3.0M 5.3k 559.39
Lilly Eli & Co Com Cl A (LLY) 0.5 $2.9M 3.6k 825.91
Cisco Systems (CSCO) 0.5 $2.9M 46k 61.71
Alphabet Inc Class C Cap Stk Cl C (GOOG) 0.5 $2.8M 18k 156.24
Teradyne (TER) 0.5 $2.8M 34k 82.60
Wal-Mart Stores (WMT) 0.5 $2.8M 32k 87.79
Verizon Communications (VZ) 0.5 $2.7M 59k 45.36
Vanguard MSCI EAFE ETF Van Ftse Dev Mkt (VEA) 0.5 $2.6M 52k 50.83
Chevron Corporation (CVX) 0.5 $2.6M 16k 167.29
Tesla Motors (TSLA) 0.4 $2.5M 9.8k 259.17
iShares Russell 1000 Value Index Rus 1000 Val Etf (IWD) 0.4 $2.5M 13k 188.16
Paychex (PAYX) 0.4 $2.5M 16k 154.29
Starbucks Corporation (SBUX) 0.4 $2.5M 25k 98.09
Vanguard Interm-Tm Corp Bd Idx ETF Int-term Corp (VCIT) 0.4 $2.4M 29k 81.76
Omni (OMC) 0.4 $2.3M 28k 82.91
Mondelez International Cl A (MDLZ) 0.4 $2.1M 32k 67.85
Visa Com Cl A (V) 0.4 $2.1M 6.1k 350.49
Abbvie (ABBV) 0.4 $2.1M 9.9k 209.53
iShares MSCI EAFE Value Index Eafe Value Etf (EFV) 0.4 $2.1M 35k 58.94
Morgan Stanley Com New (MS) 0.3 $2.0M 17k 116.67
Automatic Data Processing (ADP) 0.3 $1.9M 6.4k 305.56
Crown Castle Intl (CCI) 0.3 $1.9M 18k 104.23
JPMorgan Ultra-Short Municipal Inc ETF Ultra Sht Muncpl (JMST) 0.3 $1.9M 37k 50.85
Corning Incorporated (GLW) 0.3 $1.9M 41k 45.78
Vanguard Mid-Cap ETF Mid Cap Etf (VO) 0.3 $1.9M 7.2k 258.62
iShares Barclays Aggregate Bond Core Us Aggbd Et (AGG) 0.3 $1.8M 18k 98.92
Waste Management (WM) 0.3 $1.7M 7.5k 231.51
Coca-Cola Company (KO) 0.3 $1.7M 24k 71.62
Air Products & Chemicals (APD) 0.3 $1.7M 5.8k 294.92
Vanguard Div Apprciation Div App Etf (VIG) 0.3 $1.7M 8.7k 194.00
iShares iBoxx High Yield Corporate Bond ETF Iboxx Hi Yd Etf (HYG) 0.3 $1.7M 21k 78.89
Amgen (AMGN) 0.3 $1.7M 5.3k 311.57
Abbott Laboratories 0.3 $1.6M 12k 132.65
Vanguard Short-Term Corp Bd Idx ETF Shrt Trm Corp Bd (VCSH) 0.3 $1.6M 21k 78.94
Berkshire Hathaway Inc Class A Cl A (BRK.A) 0.3 $1.6M 2.00 798441.50
Schwab U.S. Dividend Equity ETF Us Dividend Eq (SCHD) 0.3 $1.6M 57k 27.96
UnitedHealth (UNH) 0.3 $1.5M 2.9k 523.80
General Mills (GIS) 0.3 $1.5M 25k 59.79
Intuit (INTU) 0.3 $1.5M 2.4k 613.99
Moody's Corporation (MCO) 0.3 $1.5M 3.1k 465.69
Hubbell (HUBB) 0.2 $1.4M 4.3k 330.91
Marsh & McLennan Companies (MMC) 0.2 $1.4M 5.7k 244.04
Emerson Electric (EMR) 0.2 $1.4M 13k 109.64
iShares MSCI EAFE Growth Index Eafe Grwth Etf (EFG) 0.2 $1.4M 14k 100.01
Intuitive Surgical Com New (ISRG) 0.2 $1.3M 2.7k 495.27
BlackRock 0.2 $1.3M 1.4k 946.75
Powershares QQQ Unit Ser 1 (QQQ) 0.2 $1.3M 2.7k 468.93
BancFirst Corporation (BANF) 0.2 $1.3M 11k 109.87
T. Rowe Price (TROW) 0.2 $1.2M 14k 91.87
Honeywell International (HON) 0.2 $1.2M 5.6k 211.76
iShares Barclays 1-3 Yr Treas 1 3 Yr Treas Bd (SHY) 0.2 $1.2M 14k 82.73
Stryker Corporation (SYK) 0.2 $1.2M 3.1k 372.25
Vanguard Intl Divdend Intl Dvd Etf (VIGI) 0.2 $1.1M 14k 82.94
Booking Holdings (BKNG) 0.2 $1.1M 242.00 4606.91
iShares Core 1-5 Year USD Bond ETF Core 1 5 Yr Usd (ISTB) 0.2 $1.1M 23k 48.35
McCormick & Company, Incorporated (MKC) 0.2 $1.1M 13k 82.31
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 0.2 $1.0M 3.8k 274.86
Clorox Company (CLX) 0.2 $1.0M 7.0k 147.25
Caterpillar (CAT) 0.2 $996k 3.0k 329.88
iShares MSCI EAFE Index Msci Eafe Etf (EFA) 0.2 $986k 12k 81.73
NetApp (NTAP) 0.2 $983k 11k 87.84
Ecolab (ECL) 0.2 $961k 3.8k 253.52
TJX Companies (TJX) 0.2 $958k 7.9k 121.80
Amdocs SHS (DOX) 0.2 $956k 10k 91.51
Deere & Company (DE) 0.2 $954k 2.0k 469.35
HEICO Corporation (HEI) 0.2 $934k 3.5k 267.19
salesforce (CRM) 0.2 $913k 3.4k 268.38
Zoetis Cl A (ZTS) 0.2 $899k 5.5k 164.67
iShares Russell 2000 Growth Index Rus 2000 Grw Etf (IWO) 0.1 $864k 3.4k 255.53
Willis Towers Watson (WTW) 0.1 $846k 2.5k 337.95
Texas Instruments Incorporated (TXN) 0.1 $825k 4.6k 179.72
S&p Global (SPGI) 0.1 $802k 1.6k 508.25
Union Pacific Corporation (UNP) 0.1 $798k 3.4k 236.27
Capital One Financial (COF) 0.1 $795k 4.4k 179.30
Eaton Corp SHS (ETN) 0.1 $773k 2.8k 271.91
Franklin Resources (BEN) 0.1 $773k 40k 19.25
iShares MSCI ACWI ex US Index Msci Acwi Ex Us (ACWX) 0.1 $740k 13k 55.45
Illinois Tool Works (ITW) 0.1 $740k 3.0k 248.01
Heico Corporation Class A Cl A (HEI.A) 0.1 $730k 3.5k 210.97
iShares S&P 500 Grwth S&p 500 Grwt Etf (IVW) 0.1 $729k 7.9k 92.83
Vanguard Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 0.1 $726k 16k 45.26
Pinnacle West Capital Corporation (PNW) 0.1 $718k 7.5k 95.26
Schwab U.S. Broad Market ETF Us Brd Mkt Etf (SCHB) 0.1 $691k 32k 21.53
Donaldson Company (DCI) 0.1 $665k 9.9k 67.06
Monster Beverage Corp (MNST) 0.1 $648k 11k 58.52
Schwab U.S. Large-Cap ETF Us Lrg Cap Etf (SCHX) 0.1 $644k 29k 22.08
iShares S&P MidCap 400 Index Core S&p Mcp Etf (IJH) 0.1 $644k 11k 58.35
Cigna Corp (CI) 0.1 $632k 1.9k 329.11
Edwards Lifesciences (EW) 0.1 $620k 8.6k 72.48
Raytheon Technologies Corp (RTX) 0.1 $611k 4.6k 132.48
Colgate-Palmolive Company (CL) 0.1 $610k 6.5k 93.71
Vanguard REIT ETF Reit Etf (VNQ) 0.1 $605k 6.7k 90.55
Xylem (XYL) 0.1 $603k 5.0k 119.46
Taiwan Semiconductr Adrf Sponsored Ads (TSM) 0.1 $592k 3.6k 166.00
Wells Fargo & Company (WFC) 0.1 $575k 8.0k 71.79
WisdomTree MidCap Div Us Midcap Divid (DON) 0.1 $573k 12k 49.52
iShares Russell 1000 Growth Index Rus 1000 Grw Etf (IWF) 0.1 $570k 1.6k 361.18
Sherwin-Williams Company (SHW) 0.1 $562k 1.6k 349.19
American Electric Power Company (AEP) 0.1 $541k 4.9k 109.27
State Street Corporation (STT) 0.1 $530k 5.9k 89.54
Sprouts Fmrs Mkt (SFM) 0.1 $528k 3.5k 152.64
Communication Services Sel Sect SPDR ETF Communication (XLC) 0.1 $524k 5.4k 96.46
FedEx Corporation (FDX) 0.1 $512k 2.1k 243.78
Sprott Phys Silver Trust Tr Unit (PSLV) 0.1 $505k 44k 11.60
Church & Dwight (CHD) 0.1 $502k 4.6k 110.09
Roper Industries (ROP) 0.1 $501k 850.00 589.58
Vanguard Value ETF Value Etf (VTV) 0.1 $491k 2.8k 172.77
Ameren Corporation (AEE) 0.1 $464k 4.6k 100.41
Chubb (CB) 0.1 $461k 1.5k 301.99
General Electric Com New (GE) 0.1 $461k 2.3k 200.15
Molson Coors Brewing Co B CL B (TAP) 0.1 $443k 7.3k 60.87
Nextera Energy (NEE) 0.1 $438k 6.2k 70.90
Intel Corporation (INTC) 0.1 $437k 19k 22.71
Advanced Micro Devices (AMD) 0.1 $434k 4.2k 102.74
Pfizer (PFE) 0.1 $433k 17k 25.34
PowerShares Nasdaq Internet ETF Nasdaq Internt (PNQI) 0.1 $429k 9.7k 44.13
Target Corporation (TGT) 0.1 $417k 4.0k 104.37
PowerShares Variable Rate Preferred Var Rate Pfd (VRP) 0.1 $413k 17k 24.24
iShares S&P 500 Value Index S&p 500 Val Etf (IVE) 0.1 $412k 2.2k 190.60
Lam Research Corporation 0.1 $410k 5.6k 72.70
iShares S&P 600 Small Cap Index Core S&p Scp Etf (IJR) 0.1 $409k 3.9k 104.58
Philip Morris International (PM) 0.1 $408k 2.6k 158.77
Equifax (EFX) 0.1 $404k 1.7k 243.56
Nike CL B (NKE) 0.1 $393k 6.2k 63.49
Public Service Enterprise (PEG) 0.1 $383k 4.7k 82.30
Vanguard Information Technology ETF Inf Tech Etf (VGT) 0.1 $379k 699.00 542.41
Fastenal Company (FAST) 0.1 $374k 4.8k 77.55
iShares Russell 2000 Index Russell 2000 Etf (IWM) 0.1 $366k 1.8k 199.59
Schwab International Equity ETF Intl Eqty Etf (SCHF) 0.1 $366k 19k 19.78
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) 0.1 $365k 6.0k 60.66
Oracle Corporation (ORCL) 0.1 $358k 2.6k 139.81
Ss&c Technologies Holding (SSNC) 0.1 $354k 4.2k 83.53
Gilead Sciences (GILD) 0.1 $345k 3.1k 112.07
CH Robinson Worldwide Com New (CHRW) 0.1 $341k 3.3k 102.41
Guggenheim S&P 500 Equal Weight ETF S&p500 Eql Wgt (RSP) 0.1 $340k 2.0k 173.26
iShares Dow Jones Select Dividend Index Select Divid Etf (DVY) 0.1 $328k 2.4k 134.29
Boeing Company (BA) 0.1 $321k 1.9k 170.55
Guggenheim Etf S&P MDCP400 PR (RFG) 0.1 $313k 7.1k 43.83
Amphenol Corp Cl A (APH) 0.1 $307k 4.7k 65.59
Johnson Controls SHS (JCI) 0.1 $303k 3.8k 80.12
W.W. Grainger (GWW) 0.1 $303k 307.00 987.83
Wec Energy Group (WEC) 0.1 $293k 2.7k 108.98
Palantir Technologies Cl A (PLTR) 0.1 $292k 3.5k 84.41
Tyler Technologies (TYL) 0.1 $291k 500.00 581.39
Thermo Fisher Scientific (TMO) 0.0 $289k 581.00 497.71
PPG Industries (PPG) 0.0 $289k 2.6k 109.35
Ge Vernova (GEV) 0.0 $289k 945.00 305.28
SPDR Barclays 1-3 Month T-Bill ETF Bloomberg 1-3 Mo (BIL) 0.0 $287k 3.1k 91.73
Technology Select SPDR Technology (XLK) 0.0 $285k 1.4k 206.55
Altria (MO) 0.0 $283k 4.7k 60.02
Bristol Myers Squibb (BMY) 0.0 $279k 4.6k 60.99
CSX Corporation (CSX) 0.0 $269k 9.2k 29.43
Southern Company (SO) 0.0 $268k 2.9k 91.97
B O K Financial Cp Com New (BOKF) 0.0 $268k 2.6k 104.15
iShares Russell Midcap Growth Rus Md Cp Gr Etf (IWP) 0.0 $264k 2.3k 117.49
Bank of New York Mellon Corporation (BK) 0.0 $261k 3.1k 83.90
Vanguard Growth ETF Growth Etf (VUG) 0.0 $258k 696.00 371.11
Consolidated Edison (ED) 0.0 $253k 2.3k 110.59
iShares Russell Midcap Value Rus Mdcp Val Etf (IWS) 0.0 $249k 2.0k 125.97
Carrier Global Corporation (CARR) 0.0 $248k 3.9k 63.40
Zimmer Holdings (ZBH) 0.0 $247k 2.2k 113.21
Clarivate Ord Shs (CLVT) 0.0 $243k 62k 3.93
Garmin SHS (GRMN) 0.0 $238k 1.1k 217.13
Constellation Brands Cl A (STZ) 0.0 $237k 1.3k 183.52
Martin Marietta Materials (MLM) 0.0 $236k 494.00 478.13
iShares Core Dividend Growth ETF Core Div Grwth (DGRO) 0.0 $233k 3.8k 61.78
Financial Select Sector SPDR Financial (XLF) 0.0 $233k 4.7k 49.82
Calvert International Responsible ETF Calvert Internat (CVIE) 0.0 $232k 4.0k 57.90
iShares S&P MidCap 400 Growth S&p Mc 400gr Etf (IJK) 0.0 $227k 2.7k 83.28
Arthur J. Gallagher & Co. (AJG) 0.0 $218k 632.00 345.24
Markel Corporation (MKL) 0.0 $215k 115.00 1869.61
Netflix (NFLX) 0.0 $215k 230.00 933.05
Essex Property Trust (ESS) 0.0 $215k 700.00 306.57
GFL Environmental Sub Vtg Shs (GFL) 0.0 $214k 4.4k 48.31
Post Holdings Inc Common (POST) 0.0 $209k 1.8k 116.36
Affiliated Managers (AMG) 0.0 $208k 1.2k 168.03
O'reilly Automotive (ORLY) 0.0 $205k 143.00 1432.57
Novo-Nordisk A-S Adr (NVO) 0.0 $204k 2.9k 69.44
Microchip Technology (MCHP) 0.0 $204k 4.2k 48.41
Synopsys (SNPS) 0.0 $202k 470.00 428.85
Fair Isaac Corporation (FICO) 0.0 $201k 109.00 1844.16
Ready Cap Corp Com reit (RC) 0.0 $117k 23k 5.09
LightPath Technologies Com Cl A (LPTH) 0.0 $65k 32k 2.01
Leslies (LESL) 0.0 $21k 28k 0.74
CaliberCos Com Cl A 0.0 $18k 33k 0.55
Renalytix Ads (RNLXY) 0.0 $2.2k 10k 0.22