Ironwood Investment Management as of March 31, 2025
Portfolio Holdings for Ironwood Investment Management
Ironwood Investment Management holds 163 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 |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 6.7 | $12M | 45k | 274.84 | |
| iShares MSCI EAFE Index Fund (EFA) | 4.8 | $8.8M | 108k | 81.73 | |
| iShares Russell 2000 Index (IWM) | 3.8 | $7.0M | 35k | 199.49 | |
| Group 1 Automotive (GPI) | 3.1 | $5.6M | 15k | 381.95 | |
| iShares Lehman Short Treasury Bond (SHV) | 2.1 | $3.8M | 34k | 110.46 | |
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 1.9 | $3.5M | 103k | 34.24 | |
| iShares Russell 3000 Index (IWV) | 1.7 | $3.1M | 9.8k | 317.64 | |
| Barrett Business Services (BBSI) | 1.7 | $3.1M | 76k | 41.15 | |
| Freshpet (FRPT) | 1.7 | $3.1M | 37k | 83.17 | |
| Citigroup (C) | 1.6 | $3.0M | 42k | 70.99 | |
| Tempur-Pedic International (SGI) | 1.6 | $3.0M | 50k | 59.88 | |
| Pegasystems (PEGA) | 1.6 | $2.9M | 41k | 69.52 | |
| Beacon Roofing Supply (BECN) | 1.6 | $2.9M | 23k | 123.70 | |
| Vanguard Emerging Markets ETF (VWO) | 1.4 | $2.6M | 58k | 45.26 | |
| Griffon Corporation (GFF) | 1.4 | $2.6M | 36k | 71.50 | |
| Koppers Holdings (KOP) | 1.3 | $2.4M | 86k | 28.00 | |
| Cytokinetics (CYTK) | 1.3 | $2.4M | 60k | 40.19 | |
| Arrow Electronics (ARW) | 1.3 | $2.4M | 23k | 103.83 | |
| McKesson Corporation (MCK) | 1.3 | $2.3M | 3.5k | 672.99 | |
| Dycom Industries (DY) | 1.2 | $2.3M | 15k | 152.34 | |
| General Motors Company (GM) | 1.2 | $2.2M | 48k | 47.03 | |
| Bridgebio Pharma (BBIO) | 1.2 | $2.2M | 65k | 34.57 | |
| Impinj (PI) | 1.2 | $2.2M | 24k | 90.70 | |
| Myr (MYRG) | 1.1 | $2.1M | 19k | 113.09 | |
| Fidelity Total Market Index Fu Mutual Fund US (FSKAX) | 1.1 | $2.0M | 13k | 153.41 | |
| Cisco Systems (CSCO) | 1.0 | $1.8M | 30k | 61.71 | |
| Williams-Sonoma (WSM) | 1.0 | $1.8M | 11k | 158.10 | |
| Mercury Computer Systems (MRCY) | 1.0 | $1.8M | 41k | 43.09 | |
| Progressive Corporation (PGR) | 0.9 | $1.7M | 6.0k | 283.01 | |
| Hanover Insurance (THG) | 0.9 | $1.7M | 9.7k | 173.95 | |
| Ufp Industries (UFPI) | 0.9 | $1.7M | 16k | 107.04 | |
| Automatic Data Processing (ADP) | 0.9 | $1.7M | 5.4k | 305.53 | |
| ACI Worldwide (ACIW) | 0.9 | $1.6M | 30k | 54.71 | |
| Goodyear Tire & Rubber Company (GT) | 0.9 | $1.6M | 177k | 9.24 | |
| International Business Machines (IBM) | 0.9 | $1.6M | 6.5k | 248.66 | |
| SPS Commerce (SPSC) | 0.9 | $1.6M | 12k | 132.73 | |
| Watts Water Technologies (WTS) | 0.8 | $1.6M | 7.6k | 203.92 | |
| Microsoft Corporation (MSFT) | 0.8 | $1.5M | 4.1k | 375.43 | |
| Vicor Corporation (VICR) | 0.8 | $1.5M | 33k | 46.78 | |
| Zoetis Inc Cl A (ZTS) | 0.8 | $1.4M | 8.7k | 164.65 | |
| Teledyne Technologies Incorporated (TDY) | 0.8 | $1.4M | 2.9k | 497.71 | |
| Extreme Networks (EXTR) | 0.8 | $1.4M | 107k | 13.23 | |
| Novo Nordisk A/S (NVO) | 0.8 | $1.4M | 20k | 69.44 | |
| Darling International (DAR) | 0.7 | $1.4M | 44k | 31.24 | |
| salesforce (CRM) | 0.7 | $1.4M | 5.1k | 268.36 | |
| Pfizer (PFE) | 0.7 | $1.3M | 51k | 25.34 | |
| Cabot Corporation (CBT) | 0.7 | $1.3M | 16k | 83.14 | |
| Otis Worldwide Corp (OTIS) | 0.7 | $1.3M | 13k | 103.20 | |
| Zscaler Incorporated (ZS) | 0.7 | $1.2M | 6.2k | 198.42 | |
| Visa (V) | 0.7 | $1.2M | 3.5k | 350.46 | |
| Pinnacle Financial Partners (PNFP) | 0.7 | $1.2M | 11k | 106.04 | |
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 0.7 | $1.2M | 12k | 100.67 | |
| Franco-Nevada Corporation (FNV) | 0.7 | $1.2M | 7.6k | 157.56 | |
| Fastenal Company (FAST) | 0.6 | $1.2M | 15k | 77.55 | |
| Belden (BDC) | 0.6 | $1.2M | 12k | 100.25 | |
| Tutor Perini Corporation (TPC) | 0.6 | $1.1M | 49k | 23.18 | |
| Church & Dwight (CHD) | 0.6 | $1.0M | 9.5k | 110.09 | |
| SM Energy (SM) | 0.6 | $1.0M | 34k | 29.95 | |
| Braemar Hotels And Resorts (BHR) | 0.5 | $1.0M | 402k | 2.49 | |
| McCormick & Company, Incorporated (MKC) | 0.5 | $986k | 12k | 82.31 | |
| NCR Atleos Corp (NATL) | 0.5 | $969k | 37k | 26.38 | |
| Evolv Technologi (EVLV) | 0.5 | $965k | 309k | 3.12 | |
| Aurinia Pharmaceuticals (AUPH) | 0.5 | $946k | 118k | 8.04 | |
| Zeta Global Holdings Corp (ZETA) | 0.5 | $927k | 68k | 13.56 | |
| Steven Madden (SHOO) | 0.5 | $920k | 35k | 26.64 | |
| Old Republic International Corporation (ORI) | 0.5 | $919k | 23k | 39.22 | |
| Cadence Bank (CADE) | 0.5 | $911k | 30k | 30.36 | |
| S&p Global (SPGI) | 0.5 | $897k | 1.8k | 508.10 | |
| NCR Corporation (VYX) | 0.5 | $882k | 90k | 9.75 | |
| Fifth Third Ban (FITB) | 0.5 | $878k | 22k | 39.20 | |
| Kohl's Corporation (KSS) | 0.5 | $865k | 106k | 8.18 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $862k | 5.6k | 154.64 | |
| Agnico (AEM) | 0.5 | $851k | 7.8k | 108.41 | |
| Coherent Corp (COHR) | 0.5 | $837k | 13k | 64.94 | |
| Intercontinental Exchange (ICE) | 0.4 | $824k | 4.8k | 172.50 | |
| Tri Pointe Homes (TPH) | 0.4 | $814k | 26k | 31.92 | |
| Newpark Resources (NPKI) | 0.4 | $809k | 139k | 5.81 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $774k | 3.2k | 245.30 | |
| Danaher Corporation (DHR) | 0.4 | $773k | 3.8k | 205.00 | |
| Astronics Corporation (ATRO) | 0.4 | $759k | 31k | 24.17 | |
| Leidos Holdings (LDOS) | 0.4 | $735k | 5.5k | 134.94 | |
| TTM Technologies (TTMI) | 0.4 | $729k | 36k | 20.51 | |
| Denali Therapeutics (DNLI) | 0.4 | $670k | 49k | 13.60 | |
| Berkshire Hills Ban (BBT) | 0.4 | $670k | 26k | 26.09 | |
| Pagaya Technologies (PGY) | 0.3 | $625k | 60k | 10.48 | |
| TriCo Bancshares (TCBK) | 0.3 | $623k | 16k | 39.97 | |
| Commercial Vehicle (CVGI) | 0.3 | $615k | 535k | 1.15 | |
| Sunopta (STKL) | 0.3 | $611k | 126k | 4.86 | |
| Wheaton Precious Metals Corp (WPM) | 0.3 | $591k | 7.6k | 77.63 | |
| Colfax Corp (ENOV) | 0.3 | $569k | 15k | 38.21 | |
| Artisan Partners (APAM) | 0.3 | $546k | 14k | 39.10 | |
| Vanguard Developed Markets Ind Mutual Fund US (VTMGX) | 0.3 | $533k | 33k | 16.34 | |
| Tennant Company (TNC) | 0.3 | $528k | 6.6k | 79.75 | |
| General Electric (GE) | 0.3 | $522k | 2.6k | 200.15 | |
| Goldman Sachs (GS) | 0.3 | $513k | 939.00 | 546.29 | |
| LSB Industries (LXU) | 0.3 | $506k | 77k | 6.59 | |
| Banc Of California (BANC) | 0.3 | $488k | 34k | 14.19 | |
| Qorvo (QRVO) | 0.3 | $481k | 6.6k | 72.41 | |
| WSFS Financial Corporation (WSFS) | 0.3 | $481k | 9.3k | 51.87 | |
| Pitney Bowes (PBI) | 0.3 | $476k | 53k | 9.05 | |
| Caterpillar (CAT) | 0.3 | $462k | 1.4k | 329.80 | |
| Pepsi (PEP) | 0.2 | $457k | 3.0k | 149.94 | |
| Sonos (SONO) | 0.2 | $446k | 42k | 10.67 | |
| Evolent Health (EVH) | 0.2 | $442k | 47k | 9.47 | |
| United Natural Foods (UNFI) | 0.2 | $426k | 16k | 27.39 | |
| Sprout Social Cl A Ord (SPT) | 0.2 | $419k | 19k | 21.99 | |
| Indie Semiconductor (INDI) | 0.2 | $412k | 203k | 2.04 | |
| Apple (AAPL) | 0.2 | $408k | 1.8k | 222.13 | |
| Bank of New York Mellon Corporation (BK) | 0.2 | $407k | 4.8k | 83.87 | |
| Facebook Inc cl a (META) | 0.2 | $406k | 704.00 | 576.36 | |
| Royalty Pharma (RPRX) | 0.2 | $405k | 13k | 31.13 | |
| Anika Therapeutics (ANIK) | 0.2 | $404k | 27k | 15.03 | |
| Columbia Banking System (COLB) | 0.2 | $387k | 16k | 24.94 | |
| Cracker Barrel Old Country Store (CBRL) | 0.2 | $382k | 9.9k | 38.82 | |
| Bristol Myers Squibb (BMY) | 0.2 | $381k | 6.2k | 60.99 | |
| Callaway Golf Company (MODG) | 0.2 | $361k | 55k | 6.59 | |
| iShares Russell 1000 Value Index (IWD) | 0.2 | $351k | 1.9k | 188.16 | |
| American Funds New Perspective Us Mf (ANWPX) | 0.2 | $345k | 5.7k | 60.90 | |
| Merck & Co (MRK) | 0.2 | $330k | 3.7k | 89.76 | |
| Cargurus (CARG) | 0.2 | $329k | 11k | 29.13 | |
| iShares Russell 1000 Growth Index (IWF) | 0.2 | $327k | 906.00 | 361.09 | |
| Carter's (CRI) | 0.2 | $323k | 7.9k | 40.90 | |
| Ishares Inc msci emrg chn (EMXC) | 0.2 | $321k | 5.8k | 55.09 | |
| Target Corporation (TGT) | 0.2 | $312k | 3.0k | 104.36 | |
| Boeing Company (BA) | 0.2 | $308k | 1.8k | 170.55 | |
| Hp (HPQ) | 0.2 | $308k | 11k | 27.69 | |
| Compass Minerals International (CMP) | 0.1 | $258k | 28k | 9.29 | |
| Ameres (AMRC) | 0.1 | $257k | 21k | 12.08 | |
| Unisys Corporation (UIS) | 0.1 | $254k | 55k | 4.59 | |
| Legg Mason WA US TSY Res Inst Mutual Fund US (CIIXX) | 0.1 | $253k | 253k | 1.00 | |
| Geospace Technologies (GEOS) | 0.1 | $253k | 35k | 7.21 | |
| Bank of America Corporation (BAC) | 0.1 | $240k | 5.7k | 41.73 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.1 | $230k | 8.3k | 27.57 | |
| Walt Disney Company (DIS) | 0.1 | $230k | 2.3k | 98.70 | |
| Chesapeake Energy Corp (EXE) | 0.1 | $227k | 2.0k | 111.32 | |
| Aon | 0.1 | $222k | 555.00 | 399.09 | |
| Westgold Resources | 0.1 | $221k | 123k | 1.79 | |
| AES Corporation (AES) | 0.1 | $215k | 17k | 12.42 | |
| Fluor Corporation (FLR) | 0.1 | $214k | 6.0k | 35.82 | |
| HudBay Minerals (HBM) | 0.1 | $209k | 28k | 7.59 | |
| Northern Oil And Gas Inc Mn (NOG) | 0.1 | $204k | 6.7k | 30.23 | |
| Hancock Holding Company (HWC) | 0.1 | $202k | 3.9k | 52.45 | |
| Methode Electronics (MEI) | 0.1 | $181k | 28k | 6.38 | |
| Northfield Bancorp (NFBK) | 0.1 | $169k | 15k | 10.91 | |
| Valneva Se (VALN) | 0.1 | $168k | 25k | 6.71 | |
| Alta Equipment Group (ALTG) | 0.1 | $161k | 34k | 4.69 | |
| Hewlett Packard Enterprise (HPE) | 0.1 | $160k | 10k | 15.43 | |
| iRobot Corporation (IRBT) | 0.1 | $145k | 54k | 2.70 | |
| Kalvista Pharmaceuticals (KALV) | 0.1 | $133k | 12k | 11.54 | |
| Durect Corp | 0.1 | $132k | 164k | 0.80 | |
| Amtech Systems (ASYS) | 0.1 | $127k | 26k | 4.83 | |
| ACCO Brands Corporation (ACCO) | 0.1 | $105k | 25k | 4.19 | |
| Rolls-Royce (RYCEY) | 0.1 | $100k | 10k | 9.81 | |
| Marqeta (MQ) | 0.1 | $100k | 24k | 4.12 | |
| Ttec Holdings (TTEC) | 0.0 | $82k | 25k | 3.29 | |
| Ribbon Communication (RBBN) | 0.0 | $75k | 19k | 3.92 | |
| American Vanguard (AVD) | 0.0 | $67k | 15k | 4.40 | |
| Duluth Holdings (DLTH) | 0.0 | $61k | 35k | 1.74 | |
| Babcock & Wilcox Enterpr (BW) | 0.0 | $55k | 81k | 0.67 | |
| Superior Industries International (SSUP) | 0.0 | $46k | 22k | 2.13 | |
| MSILF Treasury Port Inst. Mutual Fund US (MISXX) | 0.0 | $28k | 28k | 1.00 | |
| Seres Therapeutics | 0.0 | $26k | 37k | 0.70 | |
| Cartesian Therapeutics CVR Contingent Value Rights | 0.0 | $0 | 174k | 0.00 |
