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CIK: 0001127761
Total reported value
$289.2M
$289.2M
169 檔
14.7%
During the Q4 2024 filing period, Ironwood Investment Management LLC (CIK: 0001127761) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $289.2M across 169 reported positions.
In Q4 2024, Ironwood Investment Management LLC displayed an active expansion posture, initiating 8 new positions and adding to 78 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.45% | -0.02% | +0.60% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.35% | — | +7.81% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.06% | -0.35% | -0.13% | |
| 4 | GPI | Group 1 Automotive Inc | Stock-Consumer Disc | 3.56% | -0.55% | -2.86% | |
| 5 | FRPT | Freshpet Inc | Stock-Consumer Staples | 2.74% | -0.15% | +0.90% | |
| 6 | PEGA | Pegasystems Inc | Stock-Tech | 1.93% | -0.57% | +0.69% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.74% | -0.38% | +1.91% | |
| 8 | PI | Impinj Inc | Stock-Tech | 1.71% | +0.18% | -1.20% | |
| 9 | BBSI | Barrett Business Svcs Inc | Stock-Other | 1.68% | +0.01% | -13.65% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.63% | +0.05% | +0.06% | |
| 11 | SMCI | Super Micro Computer Inc | Stock-Tech | 1.49% | +0.11% | — | |
| 12 | C | Citigroup Inc | Stock-Financials | 1.48% | -0.06% | — | |
| 13 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 1.40% | -0.17% | +0.59% | |
| 14 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 1.39% | +0.98% | +4.97% | |
| 15 | KOP | Koppers Holdings Inc | Stock-Other | 1.39% | -0.06% | +8.87% | |
| 16 | CYTK | Cytokinetics Inc | Stock-Healthcare | 1.38% | +0.11% | -0.77% | |
| 17 | GFF | Griffon CORP | Stock-Industrials | 1.33% | +0.12% | — | |
| 18 | DY | Dycom Industries Inc | Stock-Industrials | 1.28% | +0.46% | +0.61% | |
| 19 | ARW | Arrow Electronics Inc | Stock-Tech | 1.27% | +0.27% | +0.45% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.26% | -0.05% | -0.17% | |
| 21 | BECNUSD | Beacon Roofing Supply Inc | Stock-Other | 1.24% | — | +1.46% | |
| 22 | GM | General Motors Co | Stock-Consumer Disc | 1.23% | -0.19% | — | |
| 23 | SPSC | Sps Commerce Inc | Stock-Tech | 1.09% | -0.01% | -0.26% | |
| 24 | FSKAX | Fidelity Ttl Mkt Indx | Stock-Other | 1.03% | -0.04% | -3.61% | |
| 25 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.01% | +0.05% | -0.48% | |
| 26 | MCK | Mckesson CORP | Stock-Healthcare | 0.99% | -0.33% | — | |
| 27 | EXTR | Extreme Networks Inc | Stock-Other | 0.90% | +0.80% | +0.73% | |
| 28 | UFPI | Ufp Industries Inc | Stock-Materials | 0.88% | -0.11% | +1.00% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.88% | +0.18% | +0.00% | |
| 30 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 0.86% | -0.31% | +0.54% | |
| 31 | MRCY | Mercury Systems Inc | Stock-Industrials | 0.86% | +0.39% | +0.74% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.16% | +0.57% | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.85% | -0.02% | +0.89% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.85% | -0.12% | -0.20% | |
| 35 | ADP | Automatic Data Processing | Stock-Tech | 0.79% | -0.10% | +0.82% | |
| 36 | VICR | Vicor CORP | Stock-Tech | 0.78% | +1.28% | +0.56% | |
| 37 | ACIW | Aci Worldwide Inc | Stock-Tech | 0.78% | +0.01% | +0.76% | |
| 38 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.78% | +0.11% | +1.35% | |
| 39 | THG | Hanover Insurance Group Inc/ | Stock-Financials | 0.75% | +0.01% | +0.88% | |
| 40 | SHOO | Steven Madden LTD | Stock-Other | 0.74% | +0.02% | +0.70% | |
| 41 | PGR | Progressive CORP | Stock-Financials | 0.72% | -0.04% | -5.89% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.71% | -0.02% | — | |
| 43 | CBT | Cabot CORP | Stock-Materials | 0.71% | +0.01% | +0.64% | |
| 44 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 0.70% | -0.30% | +0.71% | |
| 45 | KSS | Kohls CORP | Stock-Consumer Disc | 0.70% | +0.08% | +15.21% | |
| 46 | ZTS | Zoetis Inc | Stock-Healthcare | 0.68% | -0.20% | +0.82% | |
| 47 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.66% | -0.16% | +0.77% | |
| 48 | SM | Sm Energy Co | Stock-Energy | 0.66% | -0.50% | — | |
| 49 | BDC | Belden Inc | Stock-Tech | 0.66% | -0.07% | — | |
| 50 | CVGI | Commercial Vehicle Group Inc | Stock-Other | 0.65% | +0.17% | +11.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SMCI | Super Micro Computer Inc | +1.5% | NEW | New buy |
| 2 | MYRG | Myr Group Inc/delaware | +0.5% | +4.97% | Add |
| 3 | PEGA | Pegasystems Inc | +0.5% | +0.69% | Add |
| 4 | IWM | Ishares Russell 2000 ETF | +0.4% | +7.81% | Add |
| 5 | SPT | Sprout Social Inc - Class A | +0.3% | NEW | New buy |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +0.60% | Add |
| 7 | GPI | Group 1 Automotive Inc | +0.3% | -2.86% | Trim |
| 8 | FRPT | Freshpet Inc | +0.3% | +0.90% | Add |
| 9 | BECNUSD | Beacon Roofing Supply Inc | +0.2% | +1.46% | Add |
| 10 | ATRO | Astronics CORP | +0.2% | NEW | New buy |
| 11 | GM | General Motors Co | +0.2% | — | Unchanged |
| 12 | TGT | Target CORP | +0.2% | NEW | New buy |
| 13 | C | Citigroup Inc | +0.2% | — | Unchanged |
| 14 | WSM | Williams-sonoma Inc | +0.2% | -0.48% | Trim |
| 15 | CRM | Salesforce Inc | +0.2% | -0.20% | Trim |
| 16 | INDI | Indie Semiconductor Inc-a | +0.2% | +53.41% | Add |
| 17 | MCK | Mckesson CORP | +0.2% | — | Unchanged |
| 18 | ✓ | Pagaya Technologies LTD Cl | +0.1% | NEW | New buy |
| 19 | GT | Goodyear Tire & Rubber Co | +0.1% | +49.24% | Add |
| 20 | MRCY | Mercury Systems Inc | +0.1% | +0.74% | Add |
| 21 | VICR | Vicor CORP | +0.1% | +0.56% | Add |
| 22 | EXTR | Extreme Networks Inc | +0.1% | +0.73% | Add |
| 23 | HWC | Hancock Whitney CORP | +0.1% | NEW | New buy |
| 24 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 25 | PNW | Pinnacle West Capital Corporation | +0.1% | — | Unchanged |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +0.00% | Add |
| 27 | EXE | Expand Energy CORP | +0.1% | NEW | New buy |
| 28 | STKL | Sunopta Inc | +0.1% | +1.18% | Add |
| 29 | BUSD | Barnes Group Inc | +0.1% | — | Unchanged |
| 30 | AUPH | Aurinia Pharmaceuticals Inc | +0.1% | +1.21% | Add |
| 31 | NATL | Ncr Atleos CORP | +0.1% | -4.30% | Trim |
| 32 | SGI | Somnigroup International Inc | +0.1% | +0.59% | Add |
| 33 | UNFI | United Natural Foods Inc | +0.1% | +1.13% | Add |
| 34 | V | Visa Inc-class A Shares | +0.1% | +0.80% | Add |
| 35 | SONO | Sonos Inc | +0.1% | +3.97% | Add |
| 36 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.78% | Add |
| 37 | BBIO | Bridgebio Pharma Inc | +0.1% | +0.54% | Add |
| 38 | NPKI | Npk International Inc | +0.1% | +1.62% | Add |
| 39 | IWV | Ishares Russell 3000 ETF | +0.1% | +0.06% | Add |
| 40 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 41 | ADP | Automatic Data Processing | +0.1% | +0.82% | Add |
| 42 | CADE | Cadence Bank | +0.1% | +1.19% | Add |
| 43 | THG | Hanover Insurance Group Inc/ | +0.1% | +0.88% | Add |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +1.91% | Add |
| 45 | TDY | Teledyne Technologies Inc | +0.1% | +0.77% | Add |
| 46 | COHR | Coherent CORP | +0.1% | +0.88% | Add |
| 47 | CARG | Cargurus Inc | +0.1% | +1.63% | Add |
| 48 | GFF | Griffon CORP | +0.1% | — | Unchanged |
| 49 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 50 | ZS | Zscaler Inc | 0% | +1.03% | Add |
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 Q4 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, IWM, EFA) accounted for 14.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
SMCI
市值: $3.0M
Top Position Liquidated / Trimmed
SMCIUSD
前期市值: $3.9M
During Q4 2024, Ironwood Investment Management LLC's top holdings by market value included VTI (6.5%)、IWM (4.3%)、EFA (4.1%). The largest single position, VTI, represented 6.5% of total portfolio value.
In Q4 2024, Ironwood Investment Management LLC made 133 total portfolio adjustments, initiating 8 new buys, adding to 78 positions, trimming 34 holdings, and fully liquidating 13 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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