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CIK: 0001330463
Total reported value
$762.2M
$762.2M
262 檔
18.7%
In Q3 2025, Ironwood Investment Counsel, LLC's U.S. equity holdings reached a combined market value of $762.2M, distributed across 262 disclosed stock positions.
In Q3 2025, Ironwood Investment Counsel, LLC displayed an active expansion posture, initiating 3 new positions and adding to 31 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, FNDA, AAPL) accounted for 18.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
TTD
市值: $2.6M
Top Position Liquidated / Trimmed
MSFT
前期市值: $34.1M
Showing top 200 holdings (of 262 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.47% | -0.37% | -5.15% | |
| 2 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 4.70% | +0.14% | -12.26% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.62% | +0.13% | -3.55% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.66% | +0.20% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.28% | +0.09% | — | |
| 6 | AXP | American Express Co | Stock-Financials | 1.87% | +0.03% | -0.97% | |
| 7 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 1.86% | -0.07% | +1.71% | |
| 8 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.84% | -0.19% | +0.37% | |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.83% | +0.21% | +5.17% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.79% | -0.14% | +445.44% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.75% | -0.09% | +1.66% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.55% | -0.06% | -48.77% | |
| 13 | SYY | Sysco CORP | Stock-Consumer Staples | 1.39% | +0.13% | +0.73% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.38% | +0.04% | +0.29% | |
| 15 | KLAC | Kla CORP | Stock-Tech | 1.37% | +0.74% | -21.96% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | +0.03% | -1.97% | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.22% | -0.28% | +3.00% | |
| 18 | CMI | Cummins Inc | Stock-Industrials | 1.22% | +0.02% | -18.31% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.21% | +0.12% | -8.31% | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 1.20% | +0.32% | +3.82% | |
| 21 | MDT | Medtronic plc | Stock-Healthcare | 1.15% | -0.13% | +2.52% | |
| 22 | ACN | Accenture plc | Stock-Tech | 1.11% | -0.36% | +9.78% | |
| 23 | USB | US Bancorp | Stock-Financials | 1.06% | +0.09% | -0.53% | |
| 24 | FISV | Fiserv Inc | Stock-Other | 1.04% | — | +21.87% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | — | -5.30% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.11% | -38.46% | |
| 27 | ✓ | Laboratory Corp. of America | Stock-Other | 0.99% | -0.02% | +3.36% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | +0.12% | -2.68% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.97% | -0.12% | +3.45% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.97% | +0.01% | -7.12% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 0.96% | -0.82% | — | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.94% | -0.06% | -0.03% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.91% | -0.25% | +3.38% | |
| 34 | WDAY | Workday Inc-class A | Stock-Tech | 0.89% | -0.61% | +16.88% | |
| 35 | TER | Teradyne Inc | Stock-Tech | 0.86% | +0.37% | +7.60% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | +0.04% | +11.35% | |
| 37 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.77% | +0.42% | +245.26% | |
| 38 | CTVA | Corteva Inc | Stock-Materials | 0.77% | -0.07% | +3.71% | |
| 39 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.76% | +0.08% | +3.02% | |
| 40 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.74% | -0.15% | +3.42% | |
| 41 | MCK | Mckesson CORP | Stock-Healthcare | 0.74% | -0.17% | -43.40% | |
| 42 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.71% | +0.07% | +5.81% | |
| 43 | OGE | Oge Energy CORP | Stock-Utilities | 0.68% | -0.05% | — | |
| 44 | MRK | Merck & Co., Inc. | Stock-Healthcare | 0.67% | -0.02% | -16.75% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.66% | — | +15.24% | |
| 46 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.63% | -0.10% | +24.05% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.04% | -0.80% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.10% | — | |
| 49 | DG | Dollar General CORP | Stock-Consumer Staples | 0.60% | -0.02% | +2.69% | |
| 50 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.60% | -0.12% | +0.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +1.1% | +445.44% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | — | Trim |
| 3 | MSFT | Microsoft CORP | +0.6% | -5.15% | Trim |
| 4 | AVGO | Broadcom Inc | +0.5% | -8.31% | Add |
| 5 | JMST | JPM Ultra-short Muni Income | +0.4% | +245.26% | Add |
| 6 | TER | Teradyne Inc | +0.4% | +7.60% | Add |
| 7 | AMGN | Amgen Inc | +0.4% | +15.24% | Add |
| 8 | TSLA | Tesla Inc | +0.3% | +11.35% | Add |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.3% | +5.17% | Add |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.3% | +0.29% | Add |
| 11 | NVDA | Nvidia CORP | +0.3% | -2.68% | Trim |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -1.97% | Add |
| 13 | DOX | Amdocs Limited | +0.2% | — | Add |
| 14 | ✓ | Laboratory Corp. of America | +0.1% | +3.36% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | — | Trim |
| 16 | IWD | Ishares Russell 1000 Value E | +0.1% | +38.86% | Add |
| 17 | IWM | Ishares Russell 2000 ETF | +0.1% | -2.14% | Add |
| 18 | WDAY | Workday Inc-class A | +0.1% | +16.88% | Add |
| 19 | FPE | Ft-preferred Secur & Inc ETF | +0.1% | +24.05% | Add |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +43.67% | Add |
| 21 | AXP | American Express Co | +0.1% | -0.97% | Trim |
| 22 | EFV | Ishares Msci Eafe Value ETF | +0.1% | -3.95% | Add |
| 23 | AMZN | Amazon.com Inc | +0.1% | — | Add |
| 24 | QCOM | Qualcomm Inc | +0.1% | +3.82% | Add |
| 25 | KLAC | Kla CORP | +0.1% | -21.96% | Trim |
| 26 | DG | Dollar General CORP | +0.1% | +2.69% | Add |
| 27 | SCHW | Schwab (charles) CORP | 0% | +0.37% | Trim |
| 28 | LMT | Lockheed Martin CORP | 0% | +3.00% | Add |
| 29 | DIS | Walt Disney Co/the | 0% | -0.03% | Add |
| 30 | CTVA | Corteva Inc | 0% | +3.71% | Add |
| 31 | LOW | Lowe's Cos Inc | 0% | +3.45% | Add |
| 32 | CMI | Cummins Inc | 0% | -18.31% | Trim |
| 33 | USB | US Bancorp | 0% | -0.53% | Add |
| 34 | JNJ | Johnson & Johnson | 0% | +1.66% | Add |
| 35 | HD | Home Depot Inc | 0% | -5.30% | Add |
| 36 | MDT | Medtronic plc | -0.1% | +2.52% | Add |
| 37 | SYY | Sysco CORP | -0.1% | +0.73% | Add |
| 38 | AAPL | Apple Inc | -0.2% | -3.55% | Trim |
| 39 | BRO | Brown & Brown Inc | -0.2% | -2.22% | Trim |
| 40 | SBUX | Starbucks CORP | -0.2% | -21.61% | Trim |
| 41 | CAH | Cardinal Health Inc | -0.3% | -20.36% | Trim |
| 42 | HYD | Vaneck High Yield Muni ETF | -0.3% | -17.56% | Trim |
| 43 | META | Meta Platforms Inc-class A | -0.4% | -38.46% | Trim |
| 44 | ACN | Accenture plc | -0.4% | +9.78% | Add |
| 45 | FISV | Fiserv Inc | -0.5% | +21.87% | Add |
| 46 | MRK | Merck & Co., Inc. | -0.5% | -16.75% | Trim |
| 47 | FNDA | Schwab Fndmntl US Sm Co ETF | -1.2% | -12.26% | Trim |
| 48 | TTD | Trade Desk Inc/the -class A | — | NEW | New buy |
| 49 | ELV | Elevance Health Inc | — | NEW | New buy |
| 50 | ES | Eversource Energy | — | 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 262 disclosed positions in Q3 2025.
During Q3 2025, Ironwood Investment Counsel, LLC's top holdings by market value included MSFT (6.5%)、FNDA (4.7%)、AAPL (4.6%). The largest single position, MSFT, represented 6.5% of total portfolio value.
In Q3 2025, Ironwood Investment Counsel, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 31 positions, trimming 16 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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