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CIK: 0001330463
Total reported value
$762.2M
$762.2M
257 檔
12.7%
During the Q1 2024 filing period, Ironwood Investment Counsel, LLC (CIK: 0001330463) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $762.2M across 257 reported positions.
During Q1 2024, Ironwood Investment Counsel, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 257 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.75% | -0.37% | -2.43% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.05% | +0.13% | -0.15% | |
| 3 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 2.19% | +0.14% | +12.06% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.96% | +0.09% | +1.40% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.92% | +0.20% | +1.43% | |
| 6 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 1.83% | -0.07% | -0.49% | |
| 7 | ACN | Accenture plc | Stock-Tech | 1.74% | -0.36% | -0.82% | |
| 8 | MRK | Merck & Co., Inc. | Stock-Healthcare | 1.70% | -0.02% | +0.70% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.70% | -0.09% | -2.78% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.66% | -0.06% | +0.64% | |
| 11 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.63% | -0.19% | +2.02% | |
| 12 | AXP | American Express Co | Stock-Financials | 1.62% | +0.03% | +0.03% | |
| 13 | SYY | Sysco CORP | Stock-Consumer Staples | 1.61% | +0.13% | +0.56% | |
| 14 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.51% | -0.10% | +27.53% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.51% | +0.15% | +0.88% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 1.50% | -0.06% | +0.63% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.37% | -0.25% | +1.28% | |
| 18 | KLAC | Kla CORP | Stock-Tech | 1.36% | +0.74% | -0.09% | |
| 19 | CVS | Cvs Health CORP | Stock-Healthcare | 1.34% | — | -0.60% | |
| 20 | USB | US Bancorp | Stock-Financials | 1.24% | +0.09% | -17.28% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.19% | -0.11% | -0.17% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.15% | -0.28% | +2.30% | |
| 23 | CMI | Cummins Inc | Stock-Industrials | 1.14% | +0.02% | +2.60% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.13% | — | -0.90% | |
| 25 | FISV | Fiserv Inc | Stock-Other | 1.11% | — | +2.47% | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.10% | -0.06% | +3.25% | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 1.08% | -0.13% | +3.24% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.05% | -0.82% | +2.79% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.04% | +6.17% | |
| 30 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.04% | -0.05% | -6.50% | |
| 31 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.03% | +0.07% | +0.83% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.00% | -0.12% | +1.53% | |
| 33 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.99% | -0.01% | +3.97% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | +0.03% | -2.26% | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 0.95% | +0.32% | +84.83% | |
| 36 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.95% | +0.21% | +10.25% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.93% | +0.01% | -33.68% | |
| 38 | AFIF | Anfield Universal Fixed Inco | ETF-Other | 0.92% | — | +385.34% | |
| 39 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.90% | -0.15% | +3.05% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.88% | -0.04% | -8.49% | |
| 41 | TER | Teradyne Inc | Stock-Tech | 0.84% | +0.37% | +5.03% | |
| 42 | MCK | Mckesson CORP | Stock-Healthcare | 0.76% | -0.17% | -1.70% | |
| 43 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.74% | -0.01% | -0.66% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | +0.12% | +0.24% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.23% | -4.51% | |
| 46 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.64% | -0.12% | +49.70% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.08% | +0.78% | |
| 48 | ✓ | Laboratory Corp. of America | Stock-Other | 0.63% | -0.02% | +1.50% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.63% | +0.03% | -4.03% | |
| 50 | BRO | Brown & Brown Inc | Stock-Financials | 0.62% | -0.03% | -1.60% |
According to official SEC Form 13F filings, Ironwood Investment Counsel, LLC reported a total U.S. public equity portfolio value of $762.2M across 257 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, FNDA) accounted for 12.7% of total reported equity market value during Q1 2024.
During Q1 2024, Ironwood Investment Counsel, LLC's top holdings by market value included MSFT (6.8%)、AAPL (4.0%)、FNDA (2.2%). The largest single position, MSFT, represented 6.8% of total portfolio value.
In Q1 2024, Ironwood Investment Counsel, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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