Ironwood Investment Management as of June 30, 2024
Portfolio Holdings for Ironwood Investment Management
Ironwood Investment Management holds 169 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Total Stock Market ETF (VTI) | 6.1 | $11M | 42k | 267.51 | |
iShares MSCI EAFE Index Fund (EFA) | 4.5 | $8.4M | 108k | 78.33 | |
iShares Russell 2000 Index (IWM) | 3.6 | $6.8M | 34k | 202.89 | |
Group 1 Automotive (GPI) | 2.8 | $5.2M | 18k | 297.28 | |
Freshpet (FRPT) | 2.5 | $4.7M | 37k | 129.39 | |
Super Micro Computer (SMCI) | 2.1 | $4.0M | 4.9k | 819.35 | |
Impinj (PI) | 2.0 | $3.8M | 24k | 156.77 | |
iShares Lehman Short Treasury Bond (SHV) | 1.7 | $3.2M | 29k | 110.50 | |
Cytokinetics (CYTK) | 1.7 | $3.2M | 60k | 54.18 | |
Barrett Business Services (BBSI) | 1.5 | $2.9M | 88k | 32.77 | |
TTM Technologies (TTMI) | 1.5 | $2.9M | 147k | 19.43 | |
Novo Nordisk A/S (NVO) | 1.5 | $2.8M | 20k | 142.74 | |
iShares Russell 3000 Index (IWV) | 1.5 | $2.8M | 9.0k | 308.67 | |
Arrow Electronics (ARW) | 1.4 | $2.6M | 22k | 120.76 | |
Koppers Holdings (KOP) | 1.4 | $2.6M | 69k | 36.99 | |
Vanguard Emerging Markets ETF (VWO) | 1.4 | $2.6M | 59k | 43.76 | |
Perficient (PRFT) | 1.4 | $2.5M | 34k | 74.79 | |
Pegasystems (PEGA) | 1.3 | $2.5M | 41k | 60.53 | |
Myr (MYRG) | 1.3 | $2.5M | 18k | 135.71 | |
Dycom Industries (DY) | 1.3 | $2.5M | 15k | 168.76 | |
Griffon Corporation (GFF) | 1.3 | $2.4M | 37k | 63.86 | |
Tempur-Pedic International (TPX) | 1.3 | $2.4M | 50k | 47.34 | |
Beacon Roofing Supply (BECN) | 1.2 | $2.2M | 25k | 90.50 | |
SPS Commerce (SPSC) | 1.2 | $2.2M | 12k | 188.16 | |
Citigroup (C) | 1.2 | $2.2M | 34k | 63.46 | |
Commercial Vehicle (CVGI) | 1.1 | $2.1M | 437k | 4.90 | |
McKesson Corporation (MCK) | 1.1 | $2.1M | 3.6k | 584.04 | |
Fidelity Tot Mkt Index (FSKAX) | 1.1 | $2.0M | 13k | 149.41 | |
Microsoft Corporation (MSFT) | 1.0 | $1.8M | 4.1k | 446.93 | |
Ufp Industries (UFPI) | 0.9 | $1.7M | 15k | 112.00 | |
Kohl's Corporation (KSS) | 0.9 | $1.7M | 74k | 22.99 | |
Darling International (DAR) | 0.9 | $1.6M | 44k | 36.75 | |
Williams-Sonoma (WSM) | 0.9 | $1.6M | 5.7k | 282.37 | |
Bridgebio Pharma (BBIO) | 0.9 | $1.6M | 63k | 25.33 | |
Steven Madden (SHOO) | 0.8 | $1.5M | 34k | 42.30 | |
Extreme Networks (EXTR) | 0.8 | $1.5M | 108k | 13.45 | |
Cabot Corporation (CBT) | 0.8 | $1.4M | 16k | 91.89 | |
Zoetis Inc Cl A (ZTS) | 0.8 | $1.4M | 8.3k | 173.36 | |
Progressive Corporation (PGR) | 0.7 | $1.4M | 6.7k | 207.71 | |
salesforce (CRM) | 0.7 | $1.4M | 5.4k | 257.10 | |
General Motors Company (GM) | 0.7 | $1.4M | 30k | 46.46 | |
Watts Water Technologies (WTS) | 0.7 | $1.4M | 7.4k | 183.37 | |
Automatic Data Processing (ADP) | 0.7 | $1.3M | 5.4k | 238.69 | |
SM Energy (SM) | 0.7 | $1.3M | 29k | 43.23 | |
MSILF Treasury Port Inst. (MISXX) | 0.7 | $1.2M | 1.2M | 1.00 | |
Hanover Insurance (THG) | 0.6 | $1.2M | 9.7k | 125.44 | |
Newpark Resources (NR) | 0.6 | $1.2M | 146k | 8.31 | |
ACI Worldwide (ACIW) | 0.6 | $1.2M | 30k | 39.59 | |
Otis Worldwide Corp (OTIS) | 0.6 | $1.2M | 12k | 96.26 | |
Zeta Global Holdings Corp (ZETA) | 0.6 | $1.2M | 67k | 17.65 | |
International Business Machines (IBM) | 0.6 | $1.1M | 6.6k | 172.95 | |
Teledyne Technologies Incorporated (TDY) | 0.6 | $1.1M | 2.9k | 387.98 | |
Belden (BDC) | 0.6 | $1.1M | 12k | 93.80 | |
Mercury Computer Systems (MRCY) | 0.6 | $1.1M | 41k | 26.99 | |
Vicor Corporation (VICR) | 0.6 | $1.1M | 32k | 33.16 | |
Tutor Perini Corporation (TPC) | 0.6 | $1.1M | 49k | 21.78 | |
Alphabet Inc Class A cs (GOOGL) | 0.5 | $1.0M | 5.5k | 182.15 | |
Barnes (B) | 0.5 | $1.0M | 24k | 41.41 | |
Calliditas Therap Adr Rep 2 Ord | 0.5 | $999k | 26k | 38.99 | |
Fifth Third Ban (FITB) | 0.5 | $982k | 27k | 36.49 | |
Church & Dwight (CHD) | 0.5 | $981k | 9.5k | 103.68 | |
Pfizer (PFE) | 0.5 | $973k | 35k | 27.98 | |
Braemar Hotels And Resorts (BHR) | 0.5 | $962k | 377k | 2.55 | |
Fastenal Company (FAST) | 0.5 | $958k | 15k | 62.84 | |
Tri Pointe Homes (TPH) | 0.5 | $939k | 25k | 37.25 | |
Coherent Corp (COHR) | 0.5 | $936k | 13k | 72.46 | |
Danaher Corporation (DHR) | 0.5 | $936k | 3.7k | 249.85 | |
Visa (V) | 0.5 | $916k | 3.5k | 262.47 | |
Pinnacle Financial Partners (PNFP) | 0.5 | $907k | 11k | 80.04 | |
Callaway Golf Company (MODG) | 0.5 | $893k | 58k | 15.30 | |
Legg Mason WA US TSY Res Inst (CIIXX) | 0.5 | $890k | 890k | 1.00 | |
Indie Semiconductor (INDI) | 0.5 | $872k | 141k | 6.17 | |
Denali Therapeutics (DNLI) | 0.4 | $841k | 36k | 23.22 | |
Franco-Nevada Corporation (FNV) | 0.4 | $838k | 7.1k | 118.52 | |
Cadence Bank (CADE) | 0.4 | $835k | 30k | 28.28 | |
Zscaler Incorporated (ZS) | 0.4 | $827k | 4.3k | 192.19 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $800k | 4.0k | 202.26 | |
Qorvo (QRVO) | 0.4 | $799k | 6.9k | 116.04 | |
McCormick & Company, Incorporated (MKC) | 0.4 | $791k | 11k | 70.94 | |
S&p Global (SPGI) | 0.4 | $784k | 1.8k | 446.00 | |
NCR Corporation (VYX) | 0.4 | $761k | 62k | 12.35 | |
Anika Therapeutics (ANIK) | 0.4 | $727k | 29k | 25.33 | |
Evolv Technologi (EVLV) | 0.4 | $724k | 284k | 2.55 | |
Old Republic International Corporation (ORI) | 0.4 | $709k | 23k | 30.90 | |
NCR Atleos Corp (NATL) | 0.4 | $696k | 26k | 27.02 | |
Sunopta (STKL) | 0.4 | $692k | 128k | 5.40 | |
LSB Industries (LXU) | 0.4 | $662k | 81k | 8.18 | |
Ameres (AMRC) | 0.4 | $660k | 23k | 28.81 | |
Sonos (SONO) | 0.3 | $645k | 44k | 14.76 | |
Tennant Company (TNC) | 0.3 | $636k | 6.5k | 98.44 | |
Cisco Systems (CSCO) | 0.3 | $617k | 13k | 47.51 | |
Colfax Corp (ENOV) | 0.3 | $613k | 14k | 45.20 | |
TriCo Bancshares (TCBK) | 0.3 | $605k | 15k | 39.57 | |
Intercontinental Exchange (ICE) | 0.3 | $569k | 4.2k | 136.89 | |
Artisan Partners (APAM) | 0.3 | $562k | 14k | 41.27 | |
Goodyear Tire & Rubber Company (GT) | 0.3 | $532k | 47k | 11.35 | |
Pepsi (PEP) | 0.3 | $524k | 3.2k | 164.93 | |
Pacer Fds Tr us cash cows 100 (COWZ) | 0.3 | $518k | 9.5k | 54.49 | |
Aurinia Pharmaceuticals (AUPH) | 0.3 | $513k | 90k | 5.71 | |
Agnico (AEM) | 0.3 | $510k | 7.8k | 65.40 | |
Vanguard Tax Managed Int-inv common (VTMGX) | 0.3 | $505k | 32k | 15.84 | |
Carter's (CRI) | 0.3 | $500k | 8.1k | 61.97 | |
Smartsheet (SMAR) | 0.3 | $496k | 11k | 44.08 | |
Caterpillar (CAT) | 0.2 | $466k | 1.4k | 333.10 | |
iRobot Corporation (IRBT) | 0.2 | $462k | 51k | 9.11 | |
Pacer Fds Tr pacer us small (CALF) | 0.2 | $457k | 11k | 43.56 | |
Merck & Co (MRK) | 0.2 | $455k | 3.7k | 123.80 | |
WSFS Financial Corporation (WSFS) | 0.2 | $436k | 9.3k | 47.00 | |
Banc Of California (BANC) | 0.2 | $429k | 34k | 12.78 | |
Goldman Sachs (GS) | 0.2 | $425k | 939.00 | 452.32 | |
General Electric (GE) | 0.2 | $422k | 2.7k | 158.97 | |
Hp (HPQ) | 0.2 | $404k | 12k | 35.02 | |
Wheaton Precious Metals Corp (WPM) | 0.2 | $397k | 7.6k | 52.42 | |
Manitex International (MNTX) | 0.2 | $393k | 89k | 4.43 | |
Apple (AAPL) | 0.2 | $387k | 1.8k | 210.62 | |
Columbia Banking System (COLB) | 0.2 | $381k | 19k | 19.89 | |
Facebook Inc cl a (META) | 0.2 | $370k | 734.00 | 504.22 | |
Berkshire Hills Ban (BHLB) | 0.2 | $350k | 15k | 22.80 | |
Royalty Pharma (RPRX) | 0.2 | $343k | 13k | 26.37 | |
Geospace Technologies (GEOS) | 0.2 | $340k | 38k | 8.98 | |
Boeing Company (BA) | 0.2 | $339k | 1.9k | 182.01 | |
Amer Fds New Perspective A (ANWPX) | 0.2 | $338k | 5.4k | 62.31 | |
iShares Russell 1000 Growth Index (IWF) | 0.2 | $330k | 906.00 | 364.51 | |
iShares Russell 1000 Value Index (IWD) | 0.2 | $326k | 1.9k | 174.47 | |
AES Corporation (AES) | 0.2 | $318k | 18k | 17.57 | |
Methode Electronics (MEI) | 0.2 | $304k | 29k | 10.35 | |
Compass Minerals International (CMP) | 0.2 | $295k | 29k | 10.33 | |
Cargurus (CARG) | 0.2 | $290k | 11k | 26.20 | |
Bank of New York Mellon Corporation (BK) | 0.2 | $290k | 4.8k | 59.89 | |
Durect Corp (DRRX) | 0.1 | $273k | 212k | 1.29 | |
Pitney Bowes (PBI) | 0.1 | $267k | 53k | 5.08 | |
Bank of America Corporation (BAC) | 0.1 | $262k | 6.6k | 39.77 | |
Fluor Corporation (FLR) | 0.1 | $260k | 6.0k | 43.55 | |
Bristol Myers Squibb (BMY) | 0.1 | $259k | 6.2k | 41.53 | |
Northern Oil And Gas Inc Mn (NOG) | 0.1 | $251k | 6.7k | 37.17 | |
Oracle Corporation (ORCL) | 0.1 | $239k | 1.7k | 141.20 | |
Walt Disney Company (DIS) | 0.1 | $234k | 2.4k | 99.29 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.1 | $230k | 8.7k | 26.56 | |
Unisys Corporation (UIS) | 0.1 | $229k | 55k | 4.13 | |
Hewlett Packard Enterprise (HPE) | 0.1 | $228k | 11k | 21.17 | |
Eaton (ETN) | 0.1 | $225k | 716.00 | 313.55 | |
Intel Corporation (INTC) | 0.1 | $215k | 7.0k | 30.97 | |
Karora Resources (KRRGF) | 0.1 | $212k | 49k | 4.36 | |
Ishares Inc msci emrg chn (EMXC) | 0.1 | $211k | 3.6k | 59.20 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $210k | 200.00 | 1051.03 | |
United Natural Foods (UNFI) | 0.1 | $197k | 15k | 13.10 | |
Valneva Se (VALN) | 0.1 | $175k | 25k | 7.01 | |
Amtech Systems (ASYS) | 0.1 | $166k | 28k | 5.86 | |
Southwestern Energy Company | 0.1 | $159k | 24k | 6.73 | |
Alta Equipment Group (ALTG) | 0.1 | $158k | 20k | 8.04 | |
Ttec Holdings (TTEC) | 0.1 | $150k | 25k | 5.88 | |
Fairfax India Hldgs Corp Com Sub Vtg (FFXDF) | 0.1 | $144k | 10k | 14.41 | |
Northfield Bancorp (NFBK) | 0.1 | $143k | 15k | 9.48 | |
Duluth Holdings (DLTH) | 0.1 | $142k | 39k | 3.69 | |
Marqeta (MQ) | 0.1 | $142k | 26k | 5.48 | |
Kalvista Pharmaceuticals (KALV) | 0.1 | $135k | 12k | 11.78 | |
ACCO Brands Corporation (ACCO) | 0.1 | $130k | 28k | 4.70 | |
Babcock & Wilcox Enterpr (BW) | 0.1 | $121k | 84k | 1.45 | |
Comtech Telecomm (CMTL) | 0.1 | $117k | 39k | 3.03 | |
HudBay Minerals (HBM) | 0.1 | $116k | 13k | 9.05 | |
Gritstone Oncology Ord (GRTS) | 0.0 | $93k | 150k | 0.62 | |
Spirit Airlines (SAVE) | 0.0 | $93k | 25k | 3.66 | |
Superior Industries International (SUP) | 0.0 | $70k | 22k | 3.25 | |
Rolls-Royce (RYCEY) | 0.0 | $62k | 11k | 5.73 | |
Ribbon Communication (RBBN) | 0.0 | $62k | 19k | 3.29 | |
Seres Therapeutics (MCRB) | 0.0 | $31k | 43k | 0.72 | |
Checkpoint Therapeutics (CKPT) | 0.0 | $27k | 13k | 2.15 | |
Kezar Life Sciences (KZR) | 0.0 | $16k | 27k | 0.60 | |
Cartesian Therapeutics Inc USD00001 SUBS RTS | 0.0 | $0 | 173k | 0.00 |