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CIK: 0001330463
Total reported value
$762.2M
$762.2M
256 檔
18.4%
According to the latest 13F quarterly dataset, Ironwood Investment Counsel, LLC managed an equity portfolio of $762.2M at the end of Q2 2025, spanning 256 distinct U.S. exchange-listed positions.
During Q2 2025, 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 256 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.94% | -0.37% | -0.65% | |
| 2 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 5.22% | +0.14% | -5.27% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.09% | +0.13% | +2.22% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 2.82% | -0.23% | +252.61% | |
| 5 | SPGI | S&p Global Inc | Stock-Financials | 2.62% | -0.02% | +4607.99% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 2.09% | -0.06% | +103.18% | |
| 7 | AXP | American Express Co | Stock-Financials | 1.92% | +0.03% | +0.93% | |
| 8 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 1.87% | -0.07% | +1.39% | |
| 9 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.85% | -0.19% | -1.36% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.75% | -0.11% | +7.91% | |
| 11 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.72% | +0.21% | +20.33% | |
| 12 | KLAC | Kla CORP | Stock-Tech | 1.55% | +0.74% | -0.70% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.50% | -0.09% | +2.42% | |
| 14 | T | At&t Inc | Stock-Comm Services | 1.48% | -0.13% | +13.48% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | +0.04% | +25.66% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | +0.03% | +11.55% | |
| 17 | SYY | Sysco CORP | Stock-Consumer Staples | 1.34% | +0.13% | +0.25% | |
| 18 | ACN | Accenture plc | Stock-Tech | 1.30% | -0.36% | -0.06% | |
| 19 | CMI | Cummins Inc | Stock-Industrials | 1.22% | +0.02% | +5.25% | |
| 20 | FISV | Fiserv Inc | Stock-Other | 1.20% | — | +14.13% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 1.18% | +0.32% | +11.21% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.17% | +0.12% | +10.28% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.16% | -0.28% | +6.31% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.16% | +0.01% | -2.71% | |
| 25 | MDT | Medtronic plc | Stock-Healthcare | 1.08% | -0.13% | +3.38% | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.08% | -0.06% | +5.29% | |
| 27 | USB | US Bancorp | Stock-Financials | 1.06% | +0.09% | +2.89% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 1.03% | — | +8.90% | |
| 29 | ✓ | Laboratory Corp. of America | Stock-Other | 0.93% | -0.02% | +6.55% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | +0.12% | -1.99% | |
| 31 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.90% | +0.08% | +1.24% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.88% | -0.12% | +8.35% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.88% | -0.25% | +2.17% | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.86% | +0.07% | +18.38% | |
| 35 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.86% | -0.15% | +17.34% | |
| 36 | CTVA | Corteva Inc | Stock-Materials | 0.86% | -0.07% | +10.42% | |
| 37 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.82% | -0.01% | -8.79% | |
| 38 | MCK | Mckesson CORP | Stock-Healthcare | 0.82% | -0.17% | +52.54% | |
| 39 | MRK | Merck & Co., Inc. | Stock-Healthcare | 0.81% | -0.02% | -11.73% | |
| 40 | WDAY | Workday Inc-class A | Stock-Tech | 0.80% | -0.61% | +12.15% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | -0.01% | +22.94% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | -0.04% | -1.03% | |
| 43 | OGE | Oge Energy CORP | Stock-Utilities | 0.69% | -0.05% | — | |
| 44 | DG | Dollar General CORP | Stock-Consumer Staples | 0.68% | -0.02% | +7.63% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.08% | +0.71% | |
| 46 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.66% | -0.05% | -2.95% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.60% | — | +159.42% | |
| 48 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.56% | -0.12% | +3.43% | |
| 49 | TER | Teradyne Inc | Stock-Tech | 0.55% | +0.37% | +16.75% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.55% | +0.15% | +4.05% |
According to official SEC Form 13F filings, Ironwood Investment Counsel, LLC reported a total U.S. public equity portfolio value of $762.2M across 256 disclosed positions in Q2 2025.
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, FNDA, AAPL) accounted for 18.4% of total reported equity market value during Q2 2025.
During Q2 2025, Ironwood Investment Counsel, LLC's top holdings by market value included MSFT (6.9%)、FNDA (5.2%)、AAPL (4.1%). The largest single position, MSFT, represented 6.9% of total portfolio value.
In Q2 2025, 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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