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CIK: 0001127761
Total reported value
$289.2M
$289.2M
169 檔
12.6%
As reported in its official Q2 2024 Form 13F filing, Ironwood Investment Management LLC's tracked investment portfolio stood at $289.2M with 169 total positions.
During Q2 2024, Ironwood Investment Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.07% | -0.02% | +2.20% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.51% | -0.35% | +1.97% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.65% | — | — | |
| 4 | GPI | Group 1 Automotive Inc | Stock-Consumer Disc | 2.78% | -0.55% | -20.11% | |
| 5 | FRPT | Freshpet Inc | Stock-Consumer Staples | 2.52% | -0.15% | +0.07% | |
| 6 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 2.14% | — | -32.66% | |
| 7 | PI | Impinj Inc | Stock-Tech | 2.02% | +0.18% | +0.02% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.74% | -0.38% | +2.18% | |
| 9 | CYTK | Cytokinetics Inc | Stock-Healthcare | 1.73% | +0.11% | +0.12% | |
| 10 | BBSI | Barrett Business Svcs Inc | Stock-Other | 1.54% | +0.01% | +155.02% | |
| 11 | TTMI | Ttm Technologies | Stock-Tech | 1.53% | +0.77% | -28.91% | |
| 12 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.50% | -0.02% | -0.63% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.49% | +0.05% | +3.17% | |
| 14 | ARW | Arrow Electronics Inc | Stock-Tech | 1.40% | +0.27% | -26.71% | |
| 15 | KOP | Koppers Holdings Inc | Stock-Other | 1.37% | -0.06% | -30.65% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.37% | -0.05% | +1.55% | |
| 17 | PRFTUSD | Perficient Inc | Stock-Other | 1.36% | — | -26.64% | |
| 18 | PEGA | Pegasystems Inc | Stock-Tech | 1.34% | -0.57% | +0.30% | |
| 19 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 1.33% | +0.98% | +0.03% | |
| 20 | DY | Dycom Industries Inc | Stock-Industrials | 1.32% | +0.46% | +0.40% | |
| 21 | GFF | Griffon CORP | Stock-Industrials | 1.28% | +0.12% | -33.69% | |
| 22 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 1.26% | -0.17% | +0.26% | |
| 23 | BECNUSD | Beacon Roofing Supply Inc | Stock-Other | 1.19% | — | +0.25% | |
| 24 | SPSC | Sps Commerce Inc | Stock-Tech | 1.19% | -0.01% | +0.43% | |
| 25 | C | Citigroup Inc | Stock-Financials | 1.15% | -0.06% | -7.11% | |
| 26 | CVGI | Commercial Vehicle Group Inc | Stock-Other | 1.14% | +0.17% | -24.47% | |
| 27 | MCK | Mckesson CORP | Stock-Healthcare | 1.12% | -0.33% | — | |
| 28 | FSKAX | Fidelity Ttl Mkt Indx | Stock-Other | 1.06% | -0.04% | +0.19% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | -0.16% | -34.66% | |
| 30 | UFPI | Ufp Industries Inc | Stock-Materials | 0.92% | -0.11% | +0.42% | |
| 31 | KSS | Kohls CORP | Stock-Consumer Disc | 0.91% | +0.08% | -22.85% | |
| 32 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 0.87% | -0.30% | -0.52% | |
| 33 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.85% | +0.05% | +0.44% | |
| 34 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 0.85% | -0.31% | -0.07% | |
| 35 | SHOO | Steven Madden LTD | Stock-Other | 0.78% | +0.02% | +0.35% | |
| 36 | EXTR | Extreme Networks Inc | Stock-Other | 0.78% | +0.80% | +0.25% | |
| 37 | CBT | Cabot CORP | Stock-Materials | 0.77% | +0.01% | +0.25% | |
| 38 | ZTS | Zoetis Inc | Stock-Healthcare | 0.77% | -0.20% | -0.83% | |
| 39 | PGR | Progressive CORP | Stock-Financials | 0.75% | -0.04% | — | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.74% | -0.12% | — | |
| 41 | GM | General Motors Co | Stock-Consumer Disc | 0.73% | -0.19% | -39.18% | |
| 42 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.73% | +0.11% | +0.04% | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.69% | -0.10% | -0.72% | |
| 44 | SM | Sm Energy Co | Stock-Energy | 0.67% | -0.50% | — | |
| 45 | MISXX | Msilf Treasury Port-inst | Stock-Other | 0.67% | — | NEW | |
| 46 | THG | Hanover Insurance Group Inc/ | Stock-Financials | 0.65% | +0.01% | +0.30% | |
| 47 | NPKI | Npk International Inc | Stock-Other | 0.65% | -0.08% | +1.00% | |
| 48 | ACIW | Aci Worldwide Inc | Stock-Tech | 0.64% | +0.01% | +0.28% | |
| 49 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.64% | -0.14% | -0.87% | |
| 50 | ZETA | Zeta Global Holdings Corp-a | Stock-Tech | 0.64% | +0.01% | +0.41% |
According to official SEC Form 13F filings, Ironwood Investment Management LLC reported a total U.S. public equity portfolio value of $289.2M across 169 disclosed positions in Q2 2024.
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 VTI, EFA, IWM) accounted for 12.6% of total reported equity market value during Q2 2024.
During Q2 2024, Ironwood Investment Management LLC's top holdings by market value included VTI (6.1%)、EFA (4.5%)、IWM (3.6%). The largest single position, VTI, represented 6.1% of total portfolio value.
In Q2 2024, Ironwood Investment Management 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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