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CIK: 0001330463
Total reported value
$762.2M
$762.2M
266 檔
19.5%
According to the latest 13F quarterly dataset, Ironwood Investment Counsel, LLC managed an equity portfolio of $762.2M at the end of Q4 2025, spanning 266 distinct U.S. exchange-listed positions.
Ironwood Investment Counsel, LLC executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 1 holdings and trimming 25 positions.
Showing top 200 holdings (of 266 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.64% | -0.37% | -2.54% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.66% | +0.13% | -1.36% | |
| 3 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 4.35% | +0.14% | -4.49% | |
| 4 | AKRE | Akre Focus ETF | ETF-Other | 3.15% | -0.27% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.96% | +0.20% | -9.75% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | +0.09% | +0.33% | |
| 7 | AXP | American Express Co | Stock-Financials | 1.91% | +0.03% | -4.24% | |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.87% | +0.21% | +2.94% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.85% | -0.09% | -0.92% | |
| 10 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.78% | -0.19% | -3.27% | |
| 11 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 1.74% | -0.07% | -2.31% | |
| 12 | ACN | Accenture plc | Stock-Tech | 1.49% | -0.36% | +29.03% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.47% | -0.06% | -1.53% | |
| 14 | CMI | Cummins Inc | Stock-Industrials | 1.33% | +0.02% | -5.31% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.31% | +0.03% | -0.74% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.31% | +0.04% | -3.77% | |
| 17 | KLAC | Kla CORP | Stock-Tech | 1.27% | +0.74% | -13.80% | |
| 18 | SYY | Sysco CORP | Stock-Consumer Staples | 1.21% | +0.13% | +1.79% | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 1.17% | +0.32% | -1.22% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.16% | -0.28% | +2.14% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.15% | +0.12% | -4.97% | |
| 22 | MDT | Medtronic plc | Stock-Healthcare | 1.12% | -0.13% | +1.29% | |
| 23 | USB | US Bancorp | Stock-Financials | 1.12% | +0.09% | -0.74% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 1.10% | -0.82% | +20.51% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.05% | +0.13% | +92.32% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.97% | -0.14% | -43.02% | |
| 27 | TER | Teradyne Inc | Stock-Tech | 0.96% | +0.37% | -17.24% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.94% | +0.01% | -3.82% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | +0.12% | +0.27% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.91% | -0.06% | +1.99% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.90% | -0.12% | +0.57% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.90% | -0.25% | +0.92% | |
| 33 | WDAY | Workday Inc-class A | Stock-Tech | 0.88% | -0.61% | +15.64% | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.85% | +0.07% | +4.58% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.84% | — | +15.31% | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.84% | -0.15% | +23.93% | |
| 37 | ✓ | Laboratory Corp. of America | Stock-Other | 0.83% | -0.02% | +0.25% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.82% | -0.11% | -6.11% | |
| 39 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.80% | +0.08% | +2.62% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.78% | — | -5.49% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.75% | +0.04% | -1.15% | |
| 42 | CTVA | Corteva Inc | Stock-Materials | 0.74% | -0.07% | +2.48% | |
| 43 | DG | Dollar General CORP | Stock-Consumer Staples | 0.74% | -0.02% | +0.66% | |
| 44 | MRK | Merck & Co., Inc. | Stock-Healthcare | 0.74% | -0.02% | -8.61% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.10% | -3.06% | |
| 46 | MCK | Mckesson CORP | Stock-Healthcare | 0.70% | -0.17% | -6.97% | |
| 47 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.64% | -0.01% | -11.19% | |
| 48 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.63% | -0.10% | +4.17% | |
| 49 | OGE | Oge Energy CORP | Stock-Utilities | 0.60% | -0.05% | — | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.04% | -0.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | +0.5% | +92.32% | Add |
| 2 | ACN | Accenture plc | +0.4% | +29.03% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -9.75% | Trim |
| 4 | IWS | Ishares Russell Mid-cap Valu | +0.3% | +303.53% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +156.25% | Add |
| 6 | AMGN | Amgen Inc | +0.2% | +15.31% | Add |
| 7 | ADBE | Adobe Inc | +0.1% | +20.51% | Add |
| 8 | DG | Dollar General CORP | +0.1% | +0.66% | Add |
| 9 | UPS | United Parcel Service-cl B | +0.1% | +4.58% | Add |
| 10 | LLY | Eli Lilly & Co | +0.1% | -2.49% | Trim |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | -3.06% | Trim |
| 12 | CMI | Cummins Inc | +0.1% | -5.31% | Trim |
| 13 | ELV | Elevance Health Inc | +0.1% | +23.79% | Add |
| 14 | DOX | Amdocs Limited | +0.1% | +35.62% | Add |
| 15 | JNJ | Johnson & Johnson | +0.1% | -0.92% | Trim |
| 16 | TER | Teradyne Inc | +0.1% | -17.24% | Trim |
| 17 | CMCSA | Comcast Corp-class A | +0.1% | +23.93% | Add |
| 18 | MRK | Merck & Co., Inc. | +0.1% | -8.61% | Trim |
| 19 | CCI | Crown Castle Inc | +0.1% | +34.77% | Add |
| 20 | USB | US Bancorp | +0.1% | -0.74% | Trim |
| 21 | CAH | Cardinal Health Inc | +0.1% | -11.19% | Trim |
| 22 | PSLV | Sprott Physical Silver Trust | +0.1% | — | Unchanged |
| 23 | LRCXEUR | Lam Research CORP | +0.1% | +12.42% | Add |
| 24 | AAPL | Apple Inc | 0% | -1.36% | Trim |
| 25 | AXP | American Express Co | 0% | -4.24% | Trim |
| 26 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | +2.94% | Add |
| 27 | BUD | Anheuser-busch Inbev-spn Adr | 0% | +2.62% | Add |
| 28 | AMZN | Amazon.com Inc | 0% | +0.33% | Add |
| 29 | CLX | Clorox Company | -0.1% | -36.43% | Trim |
| 30 | SBUX | Starbucks CORP | -0.1% | -34.00% | Trim |
| 31 | VO | Vanguard Mid-cap ETF | -0.1% | -23.43% | Trim |
| 32 | MDLZ | Mondelez International Inc-a | -0.1% | -7.90% | Trim |
| 33 | BRO | Brown & Brown Inc | -0.1% | -0.38% | Trim |
| 34 | TTD | Trade Desk Inc/the -class A | -0.1% | +6.87% | Add |
| 35 | COST | Costco Wholesale CORP | -0.1% | -2.75% | Trim |
| 36 | OGE | Oge Energy CORP | -0.1% | — | Unchanged |
| 37 | ABBV | Abbvie Inc | -0.1% | -18.31% | Trim |
| 38 | VZ | Verizon Communications Inc | -0.1% | -12.53% | Trim |
| 39 | ✓ | Laboratory Corp. of America | -0.2% | +0.25% | Add |
| 40 | SYY | Sysco CORP | -0.2% | +1.79% | Add |
| 41 | META | Meta Platforms Inc-class A | -0.2% | -6.11% | Trim |
| 42 | JMST | JPM Ultra-short Muni Income | -0.2% | -25.36% | Trim |
| 43 | HD | Home Depot Inc | -0.2% | -5.49% | Trim |
| 44 | FNDA | Schwab Fndmntl US Sm Co ETF | -0.4% | -4.49% | Trim |
| 45 | JPST | Jpmorgan Ultra-short Income | -0.8% | -43.02% | Trim |
| 46 | MSFT | Microsoft CORP | -0.8% | -2.54% | Trim |
| 47 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 48 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 49 | CTRI | Centuri Holdings Inc | — | NEW | New buy |
| 50 | TGT | Target CORP | — | 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 266 disclosed positions in Q4 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, AAPL, FNDA) accounted for 19.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $22.5M
Top Position Liquidated / Trimmed
FISV
前期市值: $7.1M
During Q4 2025, Ironwood Investment Counsel, LLC's top holdings by market value included MSFT (5.6%)、AAPL (4.7%)、FNDA (4.3%). The largest single position, MSFT, represented 5.6% of total portfolio value.
In Q4 2025, Ironwood Investment Counsel, LLC made 48 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 25 holdings, and fully liquidating 1 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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