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CIK: 0001330463
Total reported value
$762.2M
$762.2M
263 檔
16.9%
As reported in its official Q1 2026 Form 13F filing, Ironwood Investment Counsel, LLC's tracked investment portfolio stood at $762.2M with 263 total positions.
Ironwood Investment Counsel, LLC executed strategic sector rebalancing during Q1 2026, establishing 9 new positions while fully exiting 12 holdings and trimming 91 positions.
Showing top 200 holdings (of 263 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.45% | +0.13% | -0.88% | |
| 2 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 4.39% | +0.14% | -4.86% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.37% | -0.37% | -1.85% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.68% | +0.20% | -4.61% | |
| 5 | AKRE | Akre Focus ETF | ETF-Other | 2.66% | -0.27% | +1.33% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.22% | -0.09% | -1.56% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | +0.09% | +2.00% | |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.09% | +0.21% | +6.22% | |
| 9 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 1.74% | -0.07% | +1.58% | |
| 10 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.71% | -0.19% | -0.88% | |
| 11 | AXP | American Express Co | Stock-Financials | 1.62% | +0.03% | +0.96% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.62% | -0.14% | +61.54% | |
| 13 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.51% | -0.28% | +1.21% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 1.37% | -0.06% | +3.80% | |
| 15 | ACN | Accenture plc | Stock-Tech | 1.33% | -0.36% | +17.07% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | +0.04% | -2.24% | |
| 17 | SYY | Sysco CORP | Stock-Consumer Staples | 1.23% | +0.13% | +1.97% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | +0.03% | -1.70% | |
| 19 | USB | US Bancorp | Stock-Financials | 1.16% | +0.09% | +3.26% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.10% | +0.13% | -0.13% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.09% | -0.25% | +9.21% | |
| 22 | MDT | Medtronic plc | Stock-Healthcare | 1.09% | -0.13% | +4.68% | |
| 23 | TER | Teradyne Inc | Stock-Tech | 1.08% | +0.37% | -28.37% | |
| 24 | KLAC | Kla CORP | Stock-Tech | 1.04% | +0.74% | -34.42% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 1.04% | +0.12% | -2.65% | |
| 26 | CTVA | Corteva Inc | Stock-Materials | 1.01% | -0.07% | +5.36% | |
| 27 | CMI | Cummins Inc | Stock-Industrials | 0.99% | +0.02% | -31.91% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.99% | — | +5.79% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.98% | -0.12% | +8.30% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.98% | +0.32% | +8.06% | |
| 31 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.94% | -0.15% | +13.22% | |
| 32 | ✓ | Laboratory Corp. of America | Stock-Other | 0.94% | -0.02% | +2.84% | |
| 33 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.94% | +0.07% | +7.86% | |
| 34 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.93% | +0.08% | +3.67% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | +0.12% | +2.12% | |
| 36 | ADBE | Adobe Inc | Stock-Tech | 0.89% | -0.82% | +13.35% | |
| 37 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.89% | -0.10% | +40.26% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.84% | -0.06% | +5.57% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.23% | +4.50% | |
| 40 | MRK | Merck & Co., Inc. | Stock-Healthcare | 0.82% | -0.02% | -5.86% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.78% | +0.01% | -1.74% | |
| 42 | MCK | Mckesson CORP | Stock-Healthcare | 0.75% | -0.17% | -1.73% | |
| 43 | DG | Dollar General CORP | Stock-Consumer Staples | 0.73% | -0.02% | +6.02% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | — | -6.69% | |
| 45 | OGE | Oge Energy CORP | Stock-Utilities | 0.69% | -0.05% | — | |
| 46 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.68% | -0.12% | +3.56% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.10% | -2.78% | |
| 48 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.66% | -0.01% | -3.44% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.11% | -10.03% | |
| 50 | WDAY | Workday Inc-class A | Stock-Tech | 0.65% | -0.61% | +19.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +0.7% | +61.54% | Add |
| 2 | INTU | Intuit Inc | +0.4% | +348.78% | Add |
| 3 | CRM | Salesforce Inc | +0.4% | +372.69% | Add |
| 4 | JNJ | Johnson & Johnson | +0.4% | -1.56% | Trim |
| 5 | LMT | Lockheed Martin CORP | +0.4% | +1.21% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +4.50% | Add |
| 7 | CTVA | Corteva Inc | +0.3% | +5.36% | Add |
| 8 | FPE | Ft-preferred Secur & Inc ETF | +0.3% | +40.26% | Add |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.2% | +6.22% | Add |
| 10 | PEP | Pepsico Inc | +0.2% | +9.21% | Add |
| 11 | AMGN | Amgen Inc | +0.2% | +5.79% | Add |
| 12 | GLW | Corning Inc | +0.1% | -10.23% | Trim |
| 13 | HSY | Hershey Co/the | +0.1% | +3.56% | Add |
| 14 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | +3.67% | Add |
| 15 | TER | Teradyne Inc | +0.1% | -28.37% | Trim |
| 16 | ✓ | Laboratory Corp. of America | +0.1% | +2.84% | Add |
| 17 | CMCSA | Comcast Corp-class A | +0.1% | +13.22% | Add |
| 18 | CVX | Chevron CORP | +0.1% | -7.45% | Trim |
| 19 | OGE | Oge Energy CORP | +0.1% | — | Unchanged |
| 20 | UPS | United Parcel Service-cl B | +0.1% | +7.86% | Add |
| 21 | VZ | Verizon Communications Inc | +0.1% | -1.70% | Trim |
| 22 | MRK | Merck & Co., Inc. | +0.1% | -5.86% | Trim |
| 23 | LOW | Lowe's Cos Inc | +0.1% | +8.30% | Add |
| 24 | T | At&t Inc | +0.1% | -0.96% | Trim |
| 25 | WMT | Walmart Inc | +0.1% | -0.71% | Trim |
| 26 | CAT | Caterpillar Inc | +0.1% | -0.70% | Trim |
| 27 | APD | Air Products & Chemicals Inc | +0.1% | +3.80% | Add |
| 28 | COST | Costco Wholesale CORP | +0.1% | -7.04% | Trim |
| 29 | CCI | Crown Castle Inc | +0.1% | +17.54% | Add |
| 30 | MCK | Mckesson CORP | +0.1% | -1.73% | Trim |
| 31 | IWD | Ishares Russell 1000 Value E | +0.1% | -0.13% | Trim |
| 32 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | -4.86% | Trim |
| 33 | HUBB | Hubbell Inc | 0% | +0.05% | Add |
| 34 | EFV | Ishares Msci Eafe Value ETF | 0% | +0.63% | Add |
| 35 | USB | US Bancorp | 0% | +3.26% | Add |
| 36 | GEV | GE Vernova Inc | 0% | +1.17% | Add |
| 37 | XLC | Ss Comm Select Sector Spdr | 0% | +23.25% | Add |
| 38 | DE | Deere & Co | 0% | -0.15% | Trim |
| 39 | LRCXEUR | Lam Research CORP | 0% | -6.21% | Trim |
| 40 | MDLZ | Mondelez International Inc-a | 0% | +4.69% | Add |
| 41 | HON | Honeywell International Inc | 0% | -0.28% | Trim |
| 42 | AGG | Ishares Core U.s. Aggregate | 0% | +9.95% | Add |
| 43 | MPC | Marathon Petroleum CORP | 0% | -2.06% | Trim |
| 44 | KO | Coca-cola Co/the | 0% | +0.70% | Add |
| 45 | CTRI | Centuri Holdings Inc | 0% | — | Unchanged |
| 46 | VEA | Vanguard Ftse Developed ETF | 0% | +0.39% | Add |
| 47 | VB | Vanguard Small-cap ETF | 0% | +0.04% | Add |
| 48 | GE | General Electric | 0% | +32.25% | Add |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.86% | Add |
| 50 | FDX | Fedex CORP | 0% | +0.20% | Add |
According to official SEC Form 13F filings, Ironwood Investment Counsel, LLC reported a total U.S. public equity portfolio value of $762.2M across 263 disclosed positions in Q1 2026.
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 AAPL, FNDA, MSFT) accounted for 16.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
NOW
市值: $2.4M
Top Position Liquidated / Trimmed
CL
前期市值: $552.4K
During Q1 2026, Ironwood Investment Counsel, LLC's top holdings by market value included AAPL (4.5%)、FNDA (4.4%)、MSFT (4.4%). The largest single position, AAPL, represented 4.5% of total portfolio value.
In Q1 2026, Ironwood Investment Counsel, LLC made 188 total portfolio adjustments, initiating 9 new buys, adding to 76 positions, trimming 91 holdings, and fully liquidating 12 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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