Ironwood Investment Management as of Dec. 31, 2024
Portfolio Holdings for Ironwood Investment Management
Ironwood Investment Management holds 169 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 |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 6.5 | $13M | 45k | 289.81 | |
| iShares Russell 2000 Index (IWM) | 4.3 | $8.7M | 40k | 220.96 | |
| iShares MSCI EAFE Index Fund (EFA) | 4.1 | $8.2M | 108k | 75.61 | |
| Group 1 Automotive (GPI) | 3.6 | $7.2M | 17k | 421.48 | |
| Freshpet (FRPT) | 2.7 | $5.5M | 37k | 148.11 | |
| Pegasystems (PEGA) | 1.9 | $3.9M | 42k | 93.20 | |
| iShares Lehman Short Treasury Bond (SHV) | 1.7 | $3.5M | 32k | 110.11 | |
| Impinj (PI) | 1.7 | $3.4M | 24k | 145.26 | |
| Barrett Business Services (BBSI) | 1.7 | $3.4M | 78k | 43.44 | |
| iShares Russell 3000 Index (IWV) | 1.6 | $3.3M | 9.8k | 334.25 | |
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 1.5 | $3.0M | 98k | 30.48 | |
| Citigroup (C) | 1.5 | $3.0M | 42k | 70.39 | |
| Tempur-Pedic International (SGI) | 1.4 | $2.8M | 50k | 56.69 | |
| Myr (MYRG) | 1.4 | $2.8M | 19k | 148.77 | |
| Koppers Holdings (KOP) | 1.4 | $2.8M | 86k | 32.40 | |
| Cytokinetics (CYTK) | 1.4 | $2.8M | 59k | 47.04 | |
| Griffon Corporation (GFF) | 1.3 | $2.7M | 37k | 71.27 | |
| Dycom Industries (DY) | 1.3 | $2.6M | 15k | 174.06 | |
| Arrow Electronics (ARW) | 1.3 | $2.6M | 23k | 113.12 | |
| Vanguard Emerging Markets ETF (VWO) | 1.3 | $2.5M | 58k | 44.04 | |
| Beacon Roofing Supply (BECN) | 1.2 | $2.5M | 25k | 101.58 | |
| General Motors Company (GM) | 1.2 | $2.5M | 47k | 53.27 | |
| SPS Commerce (SPSC) | 1.1 | $2.2M | 12k | 183.99 | |
| Fidelity Total Market Index Fu Oth (FSKAX) | 1.0 | $2.1M | 13k | 161.27 | |
| Williams-Sonoma (WSM) | 1.0 | $2.0M | 11k | 185.18 | |
| McKesson Corporation (MCK) | 1.0 | $2.0M | 3.5k | 569.91 | |
| Extreme Networks (EXTR) | 0.9 | $1.8M | 108k | 16.74 | |
| Ufp Industries (UFPI) | 0.9 | $1.8M | 16k | 112.65 | |
| Cisco Systems (CSCO) | 0.9 | $1.8M | 30k | 59.20 | |
| Bridgebio Pharma (BBIO) | 0.9 | $1.7M | 63k | 27.44 | |
| Mercury Computer Systems (MRCY) | 0.9 | $1.7M | 41k | 42.00 | |
| Microsoft Corporation (MSFT) | 0.9 | $1.7M | 4.1k | 421.52 | |
| Novo Nordisk A/S (NVO) | 0.9 | $1.7M | 20k | 86.02 | |
| salesforce (CRM) | 0.9 | $1.7M | 5.1k | 334.33 | |
| Automatic Data Processing (ADP) | 0.8 | $1.6M | 5.4k | 292.73 | |
| Vicor Corporation (VICR) | 0.8 | $1.6M | 33k | 48.32 | |
| ACI Worldwide (ACIW) | 0.8 | $1.6M | 30k | 51.91 | |
| Watts Water Technologies (WTS) | 0.8 | $1.6M | 7.7k | 203.30 | |
| Hanover Insurance (THG) | 0.7 | $1.5M | 9.7k | 154.66 | |
| Steven Madden (SHOO) | 0.7 | $1.5M | 35k | 42.52 | |
| Progressive Corporation (PGR) | 0.7 | $1.4M | 6.0k | 239.61 | |
| International Business Machines (IBM) | 0.7 | $1.4M | 6.5k | 219.83 | |
| Cabot Corporation (CBT) | 0.7 | $1.4M | 16k | 91.31 | |
| Darling International (DAR) | 0.7 | $1.4M | 42k | 33.69 | |
| Kohl's Corporation (KSS) | 0.7 | $1.4M | 100k | 14.04 | |
| Zoetis Inc Cl A (ZTS) | 0.7 | $1.4M | 8.4k | 162.93 | |
| Teledyne Technologies Incorporated (TDY) | 0.7 | $1.3M | 2.9k | 464.13 | |
| SM Energy (SM) | 0.7 | $1.3M | 34k | 38.76 | |
| Belden (BDC) | 0.7 | $1.3M | 12k | 112.61 | |
| Commercial Vehicle (CVGI) | 0.6 | $1.3M | 524k | 2.48 | |
| Pinnacle Financial Partners (PNFP) | 0.6 | $1.3M | 11k | 114.39 | |
| NCR Corporation (VYX) | 0.6 | $1.3M | 90k | 13.84 | |
| NCR Atleos Corp (NATL) | 0.6 | $1.2M | 37k | 33.92 | |
| Zeta Global Holdings Corp (ZETA) | 0.6 | $1.2M | 68k | 17.99 | |
| Coherent Corp (COHR) | 0.6 | $1.2M | 13k | 94.73 | |
| Evolv Technologi (EVLV) | 0.6 | $1.2M | 306k | 3.95 | |
| Braemar Hotels And Resorts (BHR) | 0.6 | $1.2M | 402k | 3.00 | |
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 0.6 | $1.2M | 12k | 100.32 | |
| Tutor Perini Corporation (TPC) | 0.6 | $1.2M | 49k | 24.20 | |
| Otis Worldwide Corp (OTIS) | 0.6 | $1.2M | 13k | 92.61 | |
| Barnes | 0.6 | $1.1M | 24k | 47.26 | |
| Newpark Resources (NPKI) | 0.6 | $1.1M | 147k | 7.67 | |
| Zscaler Incorporated (ZS) | 0.6 | $1.1M | 6.2k | 180.41 | |
| Visa (V) | 0.6 | $1.1M | 3.5k | 316.04 | |
| Fastenal Company (FAST) | 0.6 | $1.1M | 15k | 71.91 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $1.1M | 5.6k | 189.30 | |
| Cadence Bank (CADE) | 0.5 | $1.0M | 30k | 34.45 | |
| Pfizer (PFE) | 0.5 | $1.0M | 39k | 26.53 | |
| Sunopta (STKL) | 0.5 | $1.0M | 133k | 7.70 | |
| Church & Dwight (CHD) | 0.5 | $1000k | 9.6k | 104.71 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $948k | 4.0k | 239.71 | |
| Fifth Third Ban (FITB) | 0.5 | $947k | 22k | 42.28 | |
| Tri Pointe Homes (TPH) | 0.5 | $930k | 26k | 36.26 | |
| TTM Technologies (TTMI) | 0.4 | $883k | 36k | 24.75 | |
| S&p Global (SPGI) | 0.4 | $882k | 1.8k | 498.03 | |
| McCormick & Company, Incorporated (MKC) | 0.4 | $880k | 12k | 76.24 | |
| Danaher Corporation (DHR) | 0.4 | $868k | 3.8k | 229.55 | |
| Franco-Nevada Corporation (FNV) | 0.4 | $859k | 7.3k | 117.59 | |
| Old Republic International Corporation (ORI) | 0.4 | $850k | 24k | 36.19 | |
| Indie Semiconductor (INDI) | 0.4 | $848k | 209k | 4.05 | |
| Aurinia Pharmaceuticals (AUPH) | 0.4 | $847k | 94k | 8.98 | |
| Goodyear Tire & Rubber Company (GT) | 0.4 | $791k | 88k | 9.00 | |
| Denali Therapeutics (DNLI) | 0.4 | $745k | 37k | 20.38 | |
| Intercontinental Exchange (ICE) | 0.4 | $712k | 4.8k | 149.01 | |
| Sonos (SONO) | 0.3 | $702k | 47k | 15.04 | |
| TriCo Bancshares (TCBK) | 0.3 | $685k | 16k | 43.70 | |
| Sprout Social Cl A Ord (SPT) | 0.3 | $656k | 21k | 30.71 | |
| Smartsheet (SMAR) | 0.3 | $652k | 12k | 56.03 | |
| Colfax Corp (ENOV) | 0.3 | $621k | 14k | 43.88 | |
| Agnico (AEM) | 0.3 | $615k | 7.9k | 78.21 | |
| Artisan Partners (APAM) | 0.3 | $603k | 14k | 43.05 | |
| LSB Industries (LXU) | 0.3 | $595k | 78k | 7.59 | |
| Evolent Health (EVH) | 0.3 | $586k | 52k | 11.25 | |
| Goldman Sachs (GS) | 0.3 | $538k | 939.00 | 572.62 | |
| Tennant Company (TNC) | 0.3 | $537k | 6.6k | 81.53 | |
| Banc Of California (BANC) | 0.3 | $534k | 35k | 15.46 | |
| Manitex International | 0.3 | $530k | 91k | 5.80 | |
| Caterpillar (CAT) | 0.3 | $508k | 1.4k | 362.76 | |
| Vanguard Developed Markets Ind Oth (VTMGX) | 0.2 | $499k | 33k | 15.36 | |
| WSFS Financial Corporation (WSFS) | 0.2 | $493k | 9.3k | 53.13 | |
| Ameres (AMRC) | 0.2 | $484k | 21k | 23.48 | |
| Qorvo (QRVO) | 0.2 | $465k | 6.6k | 69.93 | |
| Pepsi (PEP) | 0.2 | $463k | 3.0k | 152.06 | |
| Pacer Fds Tr pacer us small (CALF) | 0.2 | $462k | 11k | 44.01 | |
| Apple (AAPL) | 0.2 | $460k | 1.8k | 250.42 | |
| Berkshire Hills Ban (BBT) | 0.2 | $455k | 16k | 28.43 | |
| Astronics Corporation (ATRO) | 0.2 | $439k | 28k | 15.96 | |
| General Electric (GE) | 0.2 | $435k | 2.6k | 166.79 | |
| Wheaton Precious Metals Corp (WPM) | 0.2 | $430k | 7.6k | 56.24 | |
| United Natural Foods (UNFI) | 0.2 | $425k | 16k | 27.31 | |
| Anika Therapeutics (ANIK) | 0.2 | $422k | 26k | 16.46 | |
| Columbia Banking System (COLB) | 0.2 | $422k | 16k | 27.01 | |
| Callaway Golf Company (MODG) | 0.2 | $421k | 54k | 7.86 | |
| Carter's (CRI) | 0.2 | $420k | 7.8k | 54.19 | |
| Cargurus (CARG) | 0.2 | $417k | 11k | 36.54 | |
| Facebook Inc cl a (META) | 0.2 | $412k | 704.00 | 585.51 | |
| Target Corporation (TGT) | 0.2 | $404k | 3.0k | 135.18 | |
| Geospace Technologies (GEOS) | 0.2 | $387k | 39k | 10.02 | |
| Pitney Bowes (PBI) | 0.2 | $381k | 53k | 7.24 | |
| Bank of New York Mellon Corporation (BK) | 0.2 | $372k | 4.8k | 76.83 | |
| iRobot Corporation (IRBT) | 0.2 | $366k | 47k | 7.75 | |
| Merck & Co (MRK) | 0.2 | $365k | 3.7k | 99.48 | |
| iShares Russell 1000 Growth Index (IWF) | 0.2 | $364k | 906.00 | 401.58 | |
| Hp (HPQ) | 0.2 | $362k | 11k | 32.63 | |
| Bristol Myers Squibb (BMY) | 0.2 | $353k | 6.2k | 56.56 | |
| American Funds New Perspective Oth (ANWPX) | 0.2 | $352k | 5.7k | 62.11 | |
| Unisys Corporation (UIS) | 0.2 | $351k | 55k | 6.33 | |
| iShares Russell 1000 Value Index (IWD) | 0.2 | $346k | 1.9k | 185.13 | |
| Methode Electronics (MEI) | 0.2 | $345k | 29k | 11.79 | |
| Compass Minerals International (CMP) | 0.2 | $336k | 30k | 11.25 | |
| Royalty Pharma (RPRX) | 0.2 | $332k | 13k | 25.51 | |
| Ishares Inc msci emrg chn (EMXC) | 0.2 | $323k | 5.8k | 55.45 | |
| Boeing Company (BA) | 0.2 | $320k | 1.8k | 177.00 | |
| Legg Mason WA US TSY Res Inst Oth (CIIXX) | 0.2 | $303k | 303k | 1.00 | |
| Fluor Corporation (FLR) | 0.1 | $294k | 6.0k | 49.32 | |
| Pagaya Technologies (PGY) | 0.1 | $288k | 31k | 9.29 | |
| Kornit Digital (KRNT) | 0.1 | $273k | 8.8k | 30.95 | |
| Walt Disney Company (DIS) | 0.1 | $263k | 2.4k | 111.35 | |
| Bank of America Corporation (BAC) | 0.1 | $257k | 5.8k | 43.95 | |
| Northern Oil And Gas Inc Mn (NOG) | 0.1 | $251k | 6.7k | 37.16 | |
| Eaton (ETN) | 0.1 | $238k | 716.00 | 331.87 | |
| Alta Equipment Group (ALTG) | 0.1 | $224k | 34k | 6.54 | |
| AES Corporation (AES) | 0.1 | $223k | 17k | 12.87 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.1 | $222k | 8.3k | 26.63 | |
| Hewlett Packard Enterprise (HPE) | 0.1 | $221k | 10k | 21.35 | |
| Westgold Resources | 0.1 | $215k | 123k | 1.75 | |
| Hancock Holding Company (HWC) | 0.1 | $212k | 3.9k | 54.72 | |
| Ge Vernova (GEV) | 0.1 | $212k | 643.00 | 328.93 | |
| Chesapeake Energy Corp (EXE) | 0.1 | $203k | 2.0k | 99.55 | |
| Oracle Corporation (ORCL) | 0.1 | $202k | 1.2k | 166.64 | |
| Northfield Bancorp (NFBK) | 0.1 | $175k | 15k | 11.62 | |
| Amtech Systems (ASYS) | 0.1 | $153k | 28k | 5.45 | |
| ACCO Brands Corporation (ACCO) | 0.1 | $143k | 27k | 5.25 | |
| Babcock & Wilcox Enterpr (BW) | 0.1 | $141k | 86k | 1.64 | |
| Durect Corp | 0.1 | $129k | 172k | 0.75 | |
| Ttec Holdings (TTEC) | 0.1 | $125k | 25k | 4.99 | |
| Duluth Holdings (DLTH) | 0.1 | $111k | 36k | 3.09 | |
| Valneva Se (VALN) | 0.1 | $109k | 25k | 4.37 | |
| HudBay Minerals (HBM) | 0.1 | $103k | 13k | 8.10 | |
| Kalvista Pharmaceuticals (KALV) | 0.0 | $97k | 12k | 8.47 | |
| Marqeta (MQ) | 0.0 | $94k | 25k | 3.79 | |
| MSILF Treasury Port Inst. Oth (MISXX) | 0.0 | $83k | 83k | 1.00 | |
| Ribbon Communication (RBBN) | 0.0 | $80k | 19k | 4.16 | |
| Rolls-Royce (RYCEY) | 0.0 | $72k | 10k | 7.11 | |
| Superior Industries International (SSUP) | 0.0 | $44k | 22k | 2.04 | |
| Checkpoint Therapeutics | 0.0 | $40k | 13k | 3.20 | |
| Seres Therapeutics | 0.0 | $33k | 40k | 0.83 | |
| Culico Metals, Inc. F Class (CULMF) | 0.0 | $1.2k | 15k | 0.08 | |
| Cartesian Therapeutics CVR Oth | 0.0 | $0 | 174k | 0.00 |
