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CIK: 0001330463
Total reported value
$762.2M
$762.2M
257 檔
14.3%
In Q2 2024, Ironwood Investment Counsel, LLC's U.S. equity holdings reached a combined market value of $762.2M, distributed across 257 disclosed stock positions.
During Q2 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 | 7.25% | -0.37% | -1.32% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.08% | +0.13% | -0.35% | |
| 3 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 2.62% | +0.14% | +21.07% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.40% | +0.20% | +1.21% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.17% | +0.09% | +1.06% | |
| 6 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 1.83% | -0.07% | +0.60% | |
| 7 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.70% | -0.19% | +0.51% | |
| 8 | AXP | American Express Co | Stock-Financials | 1.67% | +0.03% | -1.48% | |
| 9 | KLAC | Kla CORP | Stock-Tech | 1.65% | +0.74% | +0.71% | |
| 10 | MRK | Merck & Co., Inc. | Stock-Healthcare | 1.62% | -0.02% | -0.73% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.61% | -0.09% | +0.25% | |
| 12 | ACN | Accenture plc | Stock-Tech | 1.56% | -0.36% | -0.37% | |
| 13 | SYY | Sysco CORP | Stock-Consumer Staples | 1.46% | +0.13% | +0.55% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 1.42% | -0.06% | +1.08% | |
| 15 | QCOM | Qualcomm Inc | Stock-Tech | 1.33% | +0.32% | +16.58% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.33% | -0.25% | +0.33% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.29% | -0.11% | +1.99% | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 1.22% | -0.82% | +2.75% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.22% | -0.28% | +0.74% | |
| 20 | TER | Teradyne Inc | Stock-Tech | 1.17% | +0.37% | +3.31% | |
| 21 | USB | US Bancorp | Stock-Financials | 1.13% | +0.09% | +0.09% | |
| 22 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.12% | +0.21% | +15.83% | |
| 23 | CMI | Cummins Inc | Stock-Industrials | 1.11% | +0.02% | +1.62% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.04% | -1.95% | |
| 25 | FISV | Fiserv Inc | Stock-Other | 1.07% | — | +1.59% | |
| 26 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.05% | -0.05% | -0.50% | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 1.02% | -0.13% | +2.09% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 1.01% | — | -3.03% | |
| 29 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.99% | +0.07% | +1.97% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.98% | +0.03% | -1.74% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.93% | -0.06% | +2.37% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.91% | -0.12% | +2.74% | |
| 33 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.91% | +0.08% | — | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.90% | -0.15% | +8.10% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.89% | -0.04% | -3.67% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.88% | -0.01% | +2.09% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.12% | +2.64% | |
| 38 | MCK | Mckesson CORP | Stock-Healthcare | 0.84% | -0.17% | -1.49% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | +0.12% | +872.44% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.82% | +0.01% | -5.09% | |
| 41 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.75% | -0.10% | -51.61% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.08% | -1.87% | |
| 43 | ✓ | Laboratory Corp. of America | Stock-Other | 0.73% | -0.02% | +21.98% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.23% | -1.15% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.66% | -0.06% | -60.50% | |
| 46 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.65% | -0.01% | -1.56% | |
| 47 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.65% | -0.12% | +5.82% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | -0.01% | +1.33% | |
| 49 | OGE | Oge Energy CORP | Stock-Utilities | 0.64% | -0.05% | — | |
| 50 | WDAY | Workday Inc-class A | Stock-Tech | 0.62% | -0.61% | — |
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 Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, FNDA) accounted for 14.3% of total reported equity market value during Q2 2024.
During Q2 2024, Ironwood Investment Counsel, LLC's top holdings by market value included MSFT (7.3%)、AAPL (5.1%)、FNDA (2.6%). The largest single position, MSFT, represented 7.3% of total portfolio value.
In Q2 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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