Ironwood Investment Counsel

Ironwood Investment Counsel as of June 30, 2025

Portfolio Holdings for Ironwood Investment Counsel

Ironwood Investment Counsel holds 256 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
At&t (T) 6.8 $46M 120k 386.88
Microsoft Corporation (MSFT) 6.6 $45M 90k 497.41
Schwab Fundemental US Small Company ETF Schwab Fdt Us Sc (FNDA) 5.0 $34M 1.2M 28.65
Apple (AAPL) 3.9 $27M 129k 205.17
Alphabet Inc Class A Cap Stk Cl A (XOM) 3.0 $21M 117k 176.23
S&p Global (SPGI) 2.4 $16M 74k 219.39
American Express Company (AXP) 1.8 $12M 39k 318.98
Berkshire Hathaway Inc Class B Cl B New 1.8 $12M 25k 485.79
Charles Schwab Corporation (SCHW) 1.8 $12M 132k 91.24
Meta Platforms Inc Class A Cl A (META) 1.7 $11M 15k 738.12
Schwab Fundamental US Large Company ETF Schwab Fdt Us Lg (FNDX) 1.6 $11M 454k 24.54
KLA Corporation Com New (KLAC) 1.5 $10M 11k 895.78
Johnson & Johnson (JNJ) 1.4 $9.7M 64k 152.75
Cisco Systems (CSCO) 1.4 $9.7M 48k 201.31
iShares S&P 500 Index S&P 500 Index (IVV) 1.3 $8.8M 14k 620.94
JPMorgan Chase & Co. (JPM) 1.3 $8.7M 30k 289.91
SYSCO Corporation (SYY) 1.3 $8.7M 115k 75.74
Accenture Sh Cl A (ACN) 1.2 $8.4M 28k 298.90
Cummins (CMI) 1.2 $7.9M 24k 327.51
Fiserv (FI) 1.1 $7.8M 45k 172.41
Qualcomm (QCOM) 1.1 $7.6M 48k 159.26
Broadcom (AVGO) 1.1 $7.5M 27k 275.66
Lockheed Martin Corporation (LMT) 1.1 $7.5M 16k 463.15
International Business Machines (IBM) 1.1 $7.5M 25k 294.78
Medtronic 1.0 $7.0M 81k 87.17
Walt Disney Company (DIS) 1.0 $7.0M 56k 124.01
U.S. Bancorp (USB) 1.0 $6.9M 152k 45.25
Home Depot (HD) 1.0 $6.7M 18k 366.66
Alphabet Inc Class C Cap Stk Cl C (MA) 1.0 $6.5M 36k 177.39
Laboratory Corp of America Holdings Com New 0.9 $6.0M 23k 262.51
NVIDIA Corporation (NVDA) 0.9 $5.8M 37k 157.99
Anheuser-Busch Inbev SA Sponsored Adr (BUD) 0.9 $5.8M 85k 68.72
Lowe's Companies (LOW) 0.8 $5.7M 26k 221.88
Pepsi (PEP) 0.8 $5.7M 43k 132.04
United Parcel Service (UPS) 0.8 $5.6M 55k 100.94
Comcast Corp New Cl A Cl A (CMCSA) 0.8 $5.6M 157k 35.69
Corteva (CTVA) 0.8 $5.6M 75k 74.53
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) 0.8 $5.5M 9.7k 568.10
Cardinal Health (CAH) 0.8 $5.3M 32k 168.00
Merck & Co 0.8 $5.2M 66k 79.16
Workday Inc Class A Cl A (WDAY) 0.8 $5.2M 22k 240.00
Procter & Gamble Company (PG) 0.7 $4.5M 28k 159.32
Oge Energy Corp (OGE) 0.7 $4.5M 100k 44.38
Dollar General (DG) 0.7 $4.4M 39k 114.38
Costco Wholesale Corporation (COST) 0.6 $4.3M 4.4k 990.16
Market Vectors High-Yield Muni ETF High Yld Munietf (HYD) 0.6 $4.3M 85k 50.21
Amgen (AMGN) 0.6 $3.9M 14k 279.23
Hershey Company (HSY) 0.5 $3.6M 22k 165.95
Teradyne (TER) 0.5 $3.6M 40k 89.92
Spdr S&p 500 Etf Tr Unit (SPY) 0.5 $3.5M 5.7k 617.95
Tesla Motors (TSLA) 0.5 $3.4M 11k 317.67
First Trust Preferred Sec & Inc ETF Pfd Secs Inc Etf (FPE) 0.5 $3.4M 191k 17.80
Wal-Mart Stores (WMT) 0.5 $3.4M 34k 97.78
Vanguard Small Cap ETF Small Cp Etf (VB) 0.5 $3.4M 14k 236.99
Brown & Brown (BRO) 0.4 $3.0M 27k 110.87
Vanguard MSCI EAFE ETF Van Ftse Dev Mkt (VEA) 0.4 $2.9M 51k 57.01
McDonald's Corporation (MCD) 0.4 $2.9M 9.8k 292.17
Visa Com Cl A (V) 0.4 $2.8M 8.0k 355.07
Lilly Eli & Co Com Cl A (LLY) 0.4 $2.8M 3.5k 779.53
Verizon Communications (VZ) 0.4 $2.8M 64k 43.27
iShares MSCI EAFE Value Index Eafe Value Etf (EFV) 0.4 $2.7M 43k 63.48
C.H. Robinson Worldwide (CHRW) 0.4 $2.6M 9.2k 282.09
iShares Russell 1000 Value Index Rus 1000 Val Etf (IWD) 0.4 $2.6M 13k 194.23
Crown Castle Intl (CCI) 0.4 $2.5M 24k 102.73
Vanguard Interm-Tm Corp Bd Idx ETF Int-term Corp (VCIT) 0.4 $2.4M 30k 82.92
Morgan Stanley Com New (MS) 0.4 $2.4M 17k 140.86
Chevron Corporation (CVX) 0.3 $2.3M 16k 143.20
Paychex (PAYX) 0.3 $2.3M 16k 145.47
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST) 0.3 $2.2M 44k 50.68
Abbvie (ABBV) 0.3 $2.2M 12k 185.63
Corning Incorporated (GLW) 0.3 $2.2M 41k 52.59
Mondelez International Cl A (MDLZ) 0.3 $2.1M 31k 67.44
Abbott Laboratories 0.3 $2.0M 15k 136.01
Omni (OMC) 0.3 $2.0M 28k 71.94
Automatic Data Processing (ADP) 0.3 $1.9M 6.3k 308.43
Starbucks Corporation (SBUX) 0.3 $1.9M 21k 91.63
Intuit (INTU) 0.3 $1.9M 2.4k 787.63
iShares Barclays Aggregate Bond Core Us Aggbd Et (AGG) 0.3 $1.8M 19k 99.20
Hubbell (HUBB) 0.3 $1.8M 4.3k 408.41
Vanguard Mid-Cap ETF Mid Cap Etf (VO) 0.3 $1.8M 6.3k 279.84
Waste Management (WM) 0.2 $1.7M 7.4k 228.82
Coca-Cola Company (KO) 0.2 $1.7M 24k 70.75
iShares MSCI EAFE Growth Index Eafe Grwth Etf (EFG) 0.2 $1.6M 15k 112.01
iShares iBoxx High Yield Corporate Bond ETF Iboxx Hi Yd Etf (HYG) 0.2 $1.6M 20k 80.65
Emerson Electric (EMR) 0.2 $1.6M 12k 133.34
Moody's Corporation (MCO) 0.2 $1.6M 3.1k 501.59
Vanguard Div Apprciation Div App Etf (VIG) 0.2 $1.6M 7.6k 204.68
JPMorgan Ultra-Short Municipal Inc ETF Ultra Sht Muncpl (JMST) 0.2 $1.5M 30k 50.92
Vanguard Short-Term Corp Bd Idx ETF Shrt Trm Corp Bd (VCSH) 0.2 $1.5M 19k 79.50
Trade Desk Com Cl A (TTD) 0.2 $1.5M 21k 71.99
Eaton Corp SHS (ETN) 0.2 $1.5M 4.2k 356.99
BlackRock 0.2 $1.5M 1.4k 1049.59
TJX Companies (TJX) 0.2 $1.5M 12k 123.49
Intuitive Surgical Com New (ISRG) 0.2 $1.5M 2.7k 543.41
Berkshire Hathaway Inc Class A Cl A (BRK.A) 0.2 $1.5M 2.00 728800.00
BancFirst Corporation (BANF) 0.2 $1.4M 11k 123.62
Powershares QQQ Unit Ser 1 (QQQ) 0.2 $1.4M 2.6k 551.72
Booking Holdings (BKNG) 0.2 $1.4M 242.00 5789.24
T. Rowe Price (TROW) 0.2 $1.4M 14k 96.50
salesforce (CRM) 0.2 $1.4M 5.0k 272.74
General Mills (GIS) 0.2 $1.3M 25k 51.81
Honeywell International (HON) 0.2 $1.3M 5.6k 232.89
Marsh & McLennan Companies (MMC) 0.2 $1.3M 5.9k 218.64
Amdocs SHS (WTW) 0.2 $1.3M 14k 91.24
Stryker Corporation (SYK) 0.2 $1.2M 3.1k 395.63
NetApp (NTAP) 0.2 $1.2M 12k 106.55
Caterpillar (CAT) 0.2 $1.2M 3.2k 388.22
Eversource Energy (ES) 0.2 $1.2M 18k 63.62
Capital One Financial (COF) 0.2 $1.2M 8.2k 141.90
HEICO Corporation (HEI) 0.2 $1.1M 3.5k 328.00
Vanguard Intl Divdend Intl Dvd Etf (VIGI) 0.2 $1.1M 13k 90.12
iShares Russell 2000 Index Russell 2000 Etf (IWM) 0.2 $1.1M 5.2k 215.80
iShares MSCI EAFE Index Msci Eafe Etf (EFA) 0.2 $1.1M 12k 89.39
Deere & Company (DE) 0.2 $1.0M 2.0k 508.49
Ecolab (ECL) 0.1 $1.0M 3.8k 269.44
iShares Core 1-5 Year USD Bond ETF Core 1 5 Yr Usd (ISTB) 0.1 $1.0M 21k 48.65
iShares S&P 500 Grwth S&p 500 Grwt Etf (IVW) 0.1 $1.0M 9.1k 110.10
Texas Instruments Incorporated (TXN) 0.1 $1.0M 4.8k 207.65
Franklin Resources (BEN) 0.1 $1.0M 42k 23.85
McCormick & Company, Incorporated (MKC) 0.1 $992k 13k 75.82
iShares Russell 2000 Growth Index Rus 2000 Grw Etf (IWO) 0.1 $982k 3.4k 285.86
Schwab U.S. Dividend Equity ETF Us Dividend Eq (SCHD) 0.1 $981k 37k 26.50
UnitedHealth (UNH) 0.1 $936k 3.0k 312.02
Union Pacific Corporation (UNP) 0.1 $907k 3.9k 230.10
Heico Corporation Class A Cl A (HEI.A) 0.1 $896k 3.5k 258.75
iShares Barclays 1-3 Yr Treas 1 3 Yr Treas Bd (SHY) 0.1 $877k 11k 82.86
Zoetis Cl A (ZTS) 0.1 $864k 5.5k 155.96
Oracle Corporation (ORCL) 0.1 $814k 3.7k 218.63
iShares MSCI ACWI ex US Index Msci Acwi Ex Us (ACWX) 0.1 $814k 13k 60.94
Taiwan Semiconductr Adrf Sponsored Ads (TSM) 0.1 $810k 3.6k 226.49
Vanguard Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 0.1 $785k 16k 49.46
Clorox Company (CLX) 0.1 $774k 6.4k 120.07
Schwab U.S. Broad Market ETF Us Brd Mkt Etf (SCHB) 0.1 $763k 32k 23.83
Trane Technologies SHS (TT) 0.1 $740k 1.7k 437.41
Illinois Tool Works (ITW) 0.1 $730k 3.0k 247.25
Schwab U.S. Large-Cap ETF Us Lrg Cap Etf (SCHX) 0.1 $712k 29k 24.44
iShares S&P MidCap 400 Index Core S&p Mcp Etf (IJH) 0.1 $710k 11k 62.02
Chubb (CB) 0.1 $701k 2.4k 289.72
Monster Beverage Corp (MNST) 0.1 $693k 11k 62.64
Donaldson Company (DCI) 0.1 $688k 9.9k 69.35
McKesson Corporation (MCK) 0.1 $681k 12k 58.63
Pinnacle West Capital Corporation (PNW) 0.1 $673k 7.5k 89.47
Raytheon Technologies Corp (RTX) 0.1 $670k 4.6k 146.04
Edwards Lifesciences (EW) 0.1 $666k 8.5k 78.21
Williams Companies (WMB) 0.1 $649k 10k 62.81
Cigna Corp (CI) 0.1 $636k 1.9k 330.59
State Street Corporation (STT) 0.1 $632k 5.9k 106.36
Xylem (XYL) 0.1 $632k 4.9k 129.36
iShares Russell 1000 Growth Index Rus 1000 Grw Etf (IWF) 0.1 $631k 1.5k 424.71
Wells Fargo & Company (WFC) 0.1 $610k 7.6k 80.12
Communication Services Sel Sect SPDR ETF Communication (XLC) 0.1 $592k 5.5k 108.54
Colgate-Palmolive Company (CL) 0.1 $591k 6.5k 90.91
Palantir Technologies Cl A (PLTR) 0.1 $589k 4.3k 136.34
General Electric Com New (GE) 0.1 $583k 2.3k 257.39
WisdomTree MidCap Div Us Midcap Divid (DON) 0.1 $581k 12k 50.12
Sprouts Fmrs Mkt (SFM) 0.1 $562k 3.4k 164.64
Lam Research Corporation 0.1 $548k 5.6k 97.35
Johnson Controls SHS (JCI) 0.1 $545k 5.2k 105.63
Vanguard REIT ETF Reit Etf (VNQ) 0.1 $542k 6.1k 89.06
Sprott Phys Silver Trust Tr Unit (PSLV) 0.1 $533k 44k 12.24
Intercontinental Exchange (ICE) 0.1 $525k 2.9k 183.47
Sherwin-Williams Company (SHW) 0.1 $524k 1.5k 343.36
Philip Morris International (PM) 0.1 $522k 2.9k 182.19
Oneok (OKE) 0.1 $516k 6.3k 81.63
American Electric Power Company (AEP) 0.1 $512k 4.9k 103.76
PowerShares Nasdaq Internet ETF Nasdaq Internt (PNQI) 0.1 $508k 9.7k 52.21
FedEx Corporation (FDX) 0.1 $506k 2.2k 227.31
Ge Vernova (GEV) 0.1 $498k 941.00 529.15
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 0.1 $490k 9.9k 49.51
Motorola Solutions Com New (MSI) 0.1 $468k 1.1k 420.46
Roper Industries (ROP) 0.1 $466k 822.00 566.84
Amphenol Corp Cl A (APH) 0.1 $462k 4.7k 98.75
Ameren Corporation (AEE) 0.1 $444k 4.6k 96.05
Vanguard Information Technology ETF Inf Tech Etf (VGT) 0.1 $443k 667.00 663.89
Church & Dwight (CHD) 0.1 $438k 4.6k 96.11
Enterprise Products Partners (EPD) 0.1 $434k 14k 31.01
Equifax (EFX) 0.1 $430k 1.7k 259.37
iShares S&P 600 Small Cap Index Core S&p Scp Etf (IJR) 0.1 $429k 3.9k 109.29
Vanguard Value ETF Value Etf (VTV) 0.1 $421k 2.4k 176.78
Public Service Enterprise (PEG) 0.1 $413k 4.9k 84.18
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) 0.1 $406k 6.0k 67.22
Pfizer (PFE) 0.1 $401k 17k 24.24
Nextera Energy (NEE) 0.1 $401k 5.8k 69.42
iShares S&P 500 Value Index S&p 500 Val Etf (IVE) 0.1 $400k 2.0k 195.50
Technology Select SPDR Technology (XLK) 0.1 $392k 1.5k 253.35
JPMorgan BetaBuilders Japan Betabuldrs Japan (BBJP) 0.1 $389k 6.3k 61.78
Boeing Company (BA) 0.1 $387k 1.8k 209.53
Nike CL B (NKE) 0.1 $382k 5.4k 71.05
Parker-Hannifin Corporation (PH) 0.1 $382k 547.00 698.47
Invesco CurrencyShares Euro Currency Euro Shs (FXE) 0.1 $362k 3.3k 108.79
PowerShares Variable Rate Preferred Var Rate Pfd (VRP) 0.1 $360k 15k 24.45
iShares Dow Jones Select Dividend Index Select Divid Etf (DVY) 0.1 $360k 2.7k 132.81
Guggenheim S&P 500 Equal Weight ETF S&p500 Eql Wgt (RSP) 0.1 $358k 2.0k 181.75
iShares Russell Midcap Value Rus Mdcp Val Etf (IWS) 0.1 $357k 2.7k 132.14
Marathon Petroleum Corp (MPC) 0.1 $352k 2.1k 166.11
Targa Res Corp (TRGP) 0.1 $349k 2.0k 174.08
Guggenheim Etf S&P MDCP400 PR (RFG) 0.1 $348k 7.1k 48.75
Fastenal Company (FAST) 0.1 $347k 8.3k 42.00
Target Corporation (TGT) 0.1 $345k 3.5k 98.66
Gilead Sciences (GILD) 0.0 $338k 3.1k 110.89
Nxp Semiconductors N V (NXPI) 0.0 $338k 1.5k 218.49
Ss&c Technologies Holding (SSNC) 0.0 $326k 3.9k 82.80
Schwab International Equity ETF Intl Eqty Etf (SCHF) 0.0 $325k 15k 22.10
Molson Coors Brewing Co B CL B (TAP) 0.0 $324k 6.7k 48.09
W.W. Grainger (GWW) 0.0 $319k 307.00 1040.24
Vanguard Growth ETF Growth Etf (VUG) 0.0 $305k 696.00 438.74
Netflix (NFLX) 0.0 $304k 227.00 1339.89
Intel Corporation (INTC) 0.0 $298k 13k 22.40
Microchip Technology (MCHP) 0.0 $297k 4.2k 70.37
CSX Corporation (CSX) 0.0 $297k 9.1k 32.63
Tyler Technologies (TYL) 0.0 $296k 500.00 592.84
PPG Industries (PPG) 0.0 $296k 2.6k 113.75
Carrier Global Corporation (CARR) 0.0 $286k 3.9k 73.19
Bank of New York Mellon Corporation (BK) 0.0 $284k 3.1k 91.13
iShares Russell Midcap Growth Rus Md Cp Gr Etf (IWP) 0.0 $277k 2.0k 138.68
Wec Energy Group (WEC) 0.0 $277k 2.7k 104.20
Martin Marietta Materials (MLM) 0.0 $275k 501.00 548.96
Howmet Aerospace (HWM) 0.0 $270k 1.5k 186.13
Southern Company (SO) 0.0 $268k 2.9k 91.84
Clarivate Ord Shs (CLVT) 0.0 $266k 62k 4.30
Calvert International Responsible ETF Calvert Internat (CVIE) 0.0 $260k 4.0k 65.10
Linde SHS (LIN) 0.0 $260k 553.00 469.29
B O K Financial Cp Com New (BOKF) 0.0 $251k 2.6k 97.63
iShares S&P MidCap 400 Growth S&p Mc 400gr Etf (IJK) 0.0 $248k 2.7k 90.98
Financial Select Sector SPDR Financial (XLF) 0.0 $245k 4.7k 52.37
Synopsys (SNPS) 0.0 $241k 470.00 512.68
Rockwell Automation (ROK) 0.0 $240k 721.00 332.42
iShares Dow Jones US Technology U.s. Tech Etf (IYW) 0.0 $233k 1.3k 173.28
Thermo Fisher Scientific (TMO) 0.0 $233k 574.00 405.55
Consolidated Edison (ED) 0.0 $229k 2.3k 100.35
Garmin SHS (GRMN) 0.0 $229k 1.1k 208.72
Steris Corp Shs Usd (STE) 0.0 $227k 943.00 240.22
iShares Core Dividend Growth ETF Core Div Grwth (DGRO) 0.0 $226k 3.5k 63.95
Markel Corporation (MKL) 0.0 $224k 112.00 1997.36
JPMorgan BetaBuilders Europe Betabuilders Eur (BBEU) 0.0 $223k 3.3k 67.46
SPDR Barclays 1-3 Month T-Bill ETF Bloomberg 1-3 Mo (BIL) 0.0 $223k 2.4k 91.73
O'reilly Automotive (ORLY) 0.0 $222k 2.5k 90.13
Brookfield Infr Prt Lp Lp Int Unit Lp Int Unit (BIP) 0.0 $220k 6.6k 33.50
iShares US Aerospace & Defense Us Aer Def Etf (ITA) 0.0 $218k 1.2k 188.69
Bristol Myers Squibb (BMY) 0.0 $216k 4.7k 46.29
Dimensional US Equity Market ETF Us Equity Market (DFUS) 0.0 $216k 3.2k 67.02
Goldman Sachs (GS) 0.0 $215k 303.00 710.03
Vanguard Intmdt-Term Trs ETF Inter Term Treas (VGIT) 0.0 $211k 3.5k 59.81
Post Holdings Inc Common (POST) 0.0 $207k 1.1k 186.42
Novo-Nordisk A-S Adr (NVO) 0.0 $206k 3.0k 69.02
iShares MBS Mbs Etf (MBB) 0.0 $206k 2.2k 93.89
Arthur J. Gallagher & Co. (AJG) 0.0 $204k 638.00 320.12
Northern Trust Corporation (NTRS) 0.0 $204k 1.6k 126.79
AmerisourceBergen (COR) 0.0 $203k 677.00 299.85
United Rentals (URI) 0.0 $202k 268.00 755.04
Lpl Financial Holdings (LPLA) 0.0 $201k 535.00 374.97
Zimmer Holdings (ZBH) 0.0 $200k 2.2k 91.23
Ready Cap Corp Com reit (RC) 0.0 $103k 24k 4.37
LightPath Technologies Com Cl A (LPTH) 0.0 $100k 32k 3.08
Leslies (LESL) 0.0 $9.3k 22k 0.42
Renalytix Ads (RNLXY) 0.0 $1.9k 10k 0.18