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CIK: 0001330463
Total reported value
$762.2M
$762.2M
246 檔
16.8%
During the Q4 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 246 reported positions.
During Q4 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 246 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.53% | -0.37% | +0.01% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.67% | +0.13% | -1.04% | |
| 3 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 5.01% | +0.14% | +122.76% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.39% | +0.20% | -1.97% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.35% | +0.09% | -0.60% | |
| 6 | AXP | American Express Co | Stock-Financials | 1.98% | +0.03% | -1.95% | |
| 7 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 1.89% | -0.07% | -2.45% | |
| 8 | ACN | Accenture plc | Stock-Tech | 1.70% | -0.36% | -1.37% | |
| 9 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.64% | -0.19% | -0.02% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 1.59% | -0.06% | -2.72% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.51% | -0.09% | -1.42% | |
| 12 | SYY | Sysco CORP | Stock-Consumer Staples | 1.48% | +0.13% | -1.07% | |
| 13 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.41% | +0.21% | +217.76% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.40% | -0.11% | -2.91% | |
| 15 | FISV | Fiserv Inc | Stock-Other | 1.37% | — | -2.74% | |
| 16 | CMI | Cummins Inc | Stock-Industrials | 1.34% | +0.02% | -1.48% | |
| 17 | MRK | Merck & Co., Inc. | Stock-Healthcare | 1.23% | -0.02% | -2.53% | |
| 18 | USB | US Bancorp | Stock-Financials | 1.20% | +0.09% | -2.80% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.20% | -0.28% | -2.31% | |
| 20 | KLAC | Kla CORP | Stock-Tech | 1.18% | +0.74% | -0.81% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.15% | +0.12% | -2.32% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | +0.04% | +0.79% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.10% | — | +0.21% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.10% | -0.25% | -2.10% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | +0.03% | -0.50% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 1.06% | +0.32% | +4.25% | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 1.00% | -0.13% | -0.86% | |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.00% | -0.06% | -0.31% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 1.00% | +0.01% | +0.57% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.97% | -0.12% | -0.85% | |
| 31 | TER | Teradyne Inc | Stock-Tech | 0.95% | +0.37% | -1.48% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 0.94% | -0.82% | -0.79% | |
| 33 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.92% | -0.05% | -6.23% | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.88% | +0.07% | -2.31% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.82% | -0.04% | -3.77% | |
| 36 | ✓ | Laboratory Corp. of America | Stock-Other | 0.81% | -0.02% | +0.79% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | +0.12% | -0.11% | |
| 38 | WDAY | Workday Inc-class A | Stock-Tech | 0.79% | -0.61% | +11.36% | |
| 39 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.78% | -0.15% | -4.33% | |
| 40 | MCK | Mckesson CORP | Stock-Healthcare | 0.76% | -0.17% | -0.98% | |
| 41 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.73% | -0.01% | -2.54% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.08% | +0.11% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.72% | -0.01% | -26.72% | |
| 44 | OGE | Oge Energy CORP | Stock-Utilities | 0.71% | -0.05% | — | |
| 45 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.70% | +0.08% | -6.79% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | +0.04% | -0.07% | |
| 47 | CTVA | Corteva Inc | Stock-Materials | 0.63% | -0.07% | -0.75% | |
| 48 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.61% | -0.10% | -25.84% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.23% | +0.50% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.60% | +0.03% | -4.78% |
According to official SEC Form 13F filings, Ironwood Investment Counsel, LLC reported a total U.S. public equity portfolio value of $762.2M across 246 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, FNDA) accounted for 16.8% of total reported equity market value during Q4 2024.
During Q4 2024, Ironwood Investment Counsel, LLC's top holdings by market value included MSFT (6.5%)、AAPL (5.7%)、FNDA (5.0%). The largest single position, MSFT, represented 6.5% of total portfolio value.
In Q4 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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