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CIK: 0001330463
Total reported value
$762.2M
$762.2M
240 檔
16.0%
At the close of Q1 2025, Ironwood Investment Counsel, LLC disclosed equity holdings valued at approximately $762.2M, spread across 240 reported holdings.
In Q1 2025, Ironwood Investment Counsel, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.90% | -0.37% | +0.46% | |
| 2 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 5.89% | +0.14% | +26.34% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.84% | +0.13% | -4.57% | |
| 4 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 2.26% | -0.07% | +0.79% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.22% | +0.09% | +8.11% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.04% | +0.20% | +3.60% | |
| 7 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.80% | -0.19% | +3.13% | |
| 8 | AXP | American Express Co | Stock-Financials | 1.79% | +0.03% | -1.06% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.78% | -0.09% | +1.53% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 1.70% | -0.06% | +1.81% | |
| 11 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.54% | +0.21% | +8.42% | |
| 12 | ACN | Accenture plc | Stock-Tech | 1.51% | -0.36% | -0.57% | |
| 13 | FISV | Fiserv Inc | Stock-Other | 1.51% | — | +1.34% | |
| 14 | SYY | Sysco CORP | Stock-Consumer Staples | 1.48% | +0.13% | +0.78% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.41% | -0.11% | +1.89% | |
| 16 | KLAC | Kla CORP | Stock-Tech | 1.32% | +0.74% | +2.63% | |
| 17 | CMI | Cummins Inc | Stock-Industrials | 1.24% | +0.02% | +2.22% | |
| 18 | MDT | Medtronic plc | Stock-Healthcare | 1.21% | -0.13% | +6.03% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.18% | -0.28% | +6.47% | |
| 20 | MRK | Merck & Co., Inc. | Stock-Healthcare | 1.16% | -0.02% | +3.53% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 1.14% | +0.32% | +6.01% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | +0.03% | +1.62% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 1.12% | +0.01% | -1.70% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.04% | -1.09% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.09% | -0.25% | -0.92% | |
| 26 | USB | US Bancorp | Stock-Financials | 1.08% | +0.09% | +0.92% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.06% | — | +0.76% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.05% | -0.82% | +28.99% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.95% | -0.12% | +2.85% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.91% | -0.06% | +1.96% | |
| 31 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.89% | +0.07% | +14.25% | |
| 32 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.89% | +0.08% | +2.32% | |
| 33 | MCK | Mckesson CORP | Stock-Healthcare | 0.89% | -0.17% | -1.94% | |
| 34 | ✓ | Laboratory Corp. of America | Stock-Other | 0.86% | -0.02% | +4.13% | |
| 35 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.85% | -0.15% | +10.00% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.83% | -0.04% | -0.68% | |
| 37 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.83% | -0.01% | -3.89% | |
| 38 | OGE | Oge Energy CORP | Stock-Utilities | 0.80% | -0.05% | — | |
| 39 | WDAY | Workday Inc-class A | Stock-Tech | 0.78% | -0.61% | +7.11% | |
| 40 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.78% | -0.05% | -15.55% | |
| 41 | CTVA | Corteva Inc | Stock-Materials | 0.74% | -0.07% | +4.83% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.12% | -14.66% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.08% | -5.73% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.12% | +7.74% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | -0.01% | +39.05% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.23% | +0.52% | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.67% | -0.14% | +99.86% | |
| 48 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.62% | -0.12% | +5.17% | |
| 49 | BRO | Brown & Brown Inc | Stock-Financials | 0.58% | -0.03% | -1.00% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | +0.03% | -2.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | FNDA | Schwab Fndmntl US Sm Co ETF | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | BRK-B | Berkshire Hathaway Inc. | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 8 | AXP | American Express Co | — | NEW | New buy |
| 9 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 10 | MA | Mastercard Inc - A | — | NEW | New buy |
| 11 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | NEW | New buy |
| 12 | ACN | Accenture plc | — | NEW | New buy |
| 13 | FISV | Fiserv Inc | — | NEW | New buy |
| 14 | SYY | Sysco CORP | — | NEW | New buy |
| 15 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 16 | KLAC | Kla CORP | — | NEW | New buy |
| 17 | CMI | Cummins Inc | — | NEW | New buy |
| 18 | MDT | Medtronic plc | — | NEW | New buy |
| 19 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 20 | MRK | Merck & Co., Inc. | — | NEW | New buy |
| 21 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 22 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 23 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 24 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 25 | PEP | Pepsico Inc | — | NEW | New buy |
| 26 | USB | US Bancorp | — | NEW | New buy |
| 27 | HD | Home Depot Inc | — | NEW | New buy |
| 28 | ADBE | Adobe Inc | — | NEW | New buy |
| 29 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 30 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 31 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 32 | BUD | Anheuser-busch Inbev-spn Adr | — | NEW | New buy |
| 33 | MCK | Mckesson CORP | — | NEW | New buy |
| 34 | ✓ | Laboratory Corp. of America | — | NEW | New buy |
| 35 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 36 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 37 | CAH | Cardinal Health Inc | — | NEW | New buy |
| 38 | OGE | Oge Energy CORP | — | NEW | New buy |
| 39 | WDAY | Workday Inc-class A | — | NEW | New buy |
| 40 | HYD | Vaneck High Yield Muni ETF | — | NEW | New buy |
| 41 | CTVA | Corteva Inc | — | NEW | New buy |
| 42 | AVGO | Broadcom Inc | — | NEW | New buy |
| 43 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 44 | NVDA | Nvidia CORP | — | NEW | New buy |
| 45 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 46 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 47 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 48 | HSY | Hershey Co/the | — | NEW | New buy |
| 49 | BRO | Brown & Brown Inc | — | NEW | New buy |
| 50 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Ironwood Investment Counsel, LLC reported a total U.S. public equity portfolio value of $762.2M across 240 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, FNDA, AAPL) accounted for 16.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $34.1M
During Q1 2025, Ironwood Investment Counsel, LLC's top holdings by market value included MSFT (5.9%)、FNDA (5.9%)、AAPL (4.8%). The largest single position, MSFT, represented 5.9% of total portfolio value.
In Q1 2025, Ironwood Investment Counsel, LLC made 50 total portfolio adjustments, initiating 50 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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