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CIK: 0001127761
Total reported value
$289.2M
$289.2M
163 檔
13.0%
At the close of Q1 2025, Ironwood Investment Management LLC disclosed equity holdings valued at approximately $289.2M, spread across 163 reported holdings.
In Q1 2025, Ironwood Investment Management LLC displayed an active expansion posture, initiating 163 new positions and adding to 0 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 | 6.71% | -0.02% | +0.04% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.81% | -0.35% | +0.01% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.80% | — | -11.56% | |
| 4 | GPI | Group 1 Automotive Inc | Stock-Consumer Disc | 3.06% | -0.55% | -13.55% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.06% | -0.38% | +7.85% | |
| 6 | SMCI | Super Micro Computer Inc | Stock-Tech | 1.93% | +0.11% | +5.50% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.70% | +0.05% | -0.15% | |
| 8 | BBSI | Barrett Business Svcs Inc | Stock-Other | 1.69% | +0.01% | -2.93% | |
| 9 | FRPT | Freshpet Inc | Stock-Consumer Staples | 1.68% | -0.15% | -0.08% | |
| 10 | C | Citigroup Inc | Stock-Financials | 1.64% | -0.06% | — | |
| 11 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 1.62% | -0.17% | -0.24% | |
| 12 | PEGA | Pegasystems Inc | Stock-Tech | 1.56% | -0.57% | -0.75% | |
| 13 | BECNUSD | Beacon Roofing Supply Inc | Stock-Other | 1.55% | — | -5.76% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.42% | -0.05% | +0.04% | |
| 15 | GFF | Griffon CORP | Stock-Industrials | 1.42% | +0.12% | -2.67% | |
| 16 | KOP | Koppers Holdings Inc | Stock-Other | 1.31% | -0.06% | — | |
| 17 | CYTK | Cytokinetics Inc | Stock-Healthcare | 1.31% | +0.11% | +1.28% | |
| 18 | ARW | Arrow Electronics Inc | Stock-Tech | 1.30% | +0.27% | +2.00% | |
| 19 | MCK | Mckesson CORP | Stock-Healthcare | 1.28% | -0.33% | — | |
| 20 | DY | Dycom Industries Inc | Stock-Industrials | 1.23% | +0.46% | +0.14% | |
| 21 | GM | General Motors Co | Stock-Consumer Disc | 1.22% | -0.19% | +2.15% | |
| 22 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 1.22% | -0.31% | +2.13% | |
| 23 | PI | Impinj Inc | Stock-Tech | 1.18% | +0.18% | +0.74% | |
| 24 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 1.14% | +0.98% | -1.60% | |
| 25 | FSKAX | Fidelity Ttl Mkt Indx | Stock-Other | 1.07% | -0.04% | — | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 1.00% | +0.18% | — | |
| 27 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.98% | +0.05% | +4.70% | |
| 28 | MRCY | Mercury Systems Inc | Stock-Industrials | 0.96% | +0.39% | -0.32% | |
| 29 | PGR | Progressive CORP | Stock-Financials | 0.92% | -0.04% | -0.66% | |
| 30 | THG | Hanover Insurance Group Inc/ | Stock-Financials | 0.92% | +0.01% | -0.27% | |
| 31 | UFPI | Ufp Industries Inc | Stock-Materials | 0.91% | -0.11% | -0.40% | |
| 32 | ADP | Automatic Data Processing | Stock-Tech | 0.90% | -0.10% | -0.28% | |
| 33 | ACIW | Aci Worldwide Inc | Stock-Tech | 0.90% | +0.01% | -0.21% | |
| 34 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 0.89% | -0.06% | +101.37% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.88% | -0.02% | — | |
| 36 | SPSC | Sps Commerce Inc | Stock-Tech | 0.87% | -0.01% | +1.20% | |
| 37 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.85% | +0.11% | -0.44% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | -0.16% | -0.22% | |
| 39 | VICR | Vicor CORP | Stock-Tech | 0.83% | +1.28% | +0.01% | |
| 40 | ZTS | Zoetis Inc | Stock-Healthcare | 0.78% | -0.20% | +4.60% | |
| 41 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.78% | -0.16% | -0.21% | |
| 42 | EXTR | Extreme Networks Inc | Stock-Other | 0.78% | +0.80% | -0.29% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.75% | -0.02% | -0.26% | |
| 44 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 0.75% | -0.30% | +4.92% | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.75% | -0.12% | — | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.71% | -0.25% | +32.14% | |
| 47 | CBT | Cabot CORP | Stock-Materials | 0.71% | +0.01% | -0.22% | |
| 48 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.70% | -0.14% | -0.26% | |
| 49 | ZS | Zscaler Inc | Stock-Tech | 0.67% | -0.05% | -0.37% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | -0.09% | -0.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 2 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 3 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 4 | GPI | Group 1 Automotive Inc | — | NEW | New buy |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | New buy |
| 6 | SMCI | Super Micro Computer Inc | — | NEW | New buy |
| 7 | IWV | Ishares Russell 3000 ETF | — | NEW | New buy |
| 8 | BBSI | Barrett Business Svcs Inc | — | NEW | New buy |
| 9 | FRPT | Freshpet Inc | — | NEW | New buy |
| 10 | C | Citigroup Inc | — | NEW | New buy |
| 11 | SGI | Somnigroup International Inc | — | NEW | New buy |
| 12 | PEGA | Pegasystems Inc | — | NEW | New buy |
| 13 | BECNUSD | Beacon Roofing Supply Inc | — | NEW | New buy |
| 14 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 15 | GFF | Griffon CORP | — | NEW | New buy |
| 16 | KOP | Koppers Holdings Inc | — | NEW | New buy |
| 17 | CYTK | Cytokinetics Inc | — | NEW | New buy |
| 18 | ARW | Arrow Electronics Inc | — | NEW | New buy |
| 19 | MCK | Mckesson CORP | — | NEW | New buy |
| 20 | DY | Dycom Industries Inc | — | NEW | New buy |
| 21 | GM | General Motors Co | — | NEW | New buy |
| 22 | BBIO | Bridgebio Pharma Inc | — | NEW | New buy |
| 23 | PI | Impinj Inc | — | NEW | New buy |
| 24 | MYRG | Myr Group Inc/delaware | — | NEW | New buy |
| 25 | FSKAX | Fidelity Ttl Mkt Indx | — | NEW | New buy |
| 26 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 27 | WSM | Williams-sonoma Inc | — | NEW | New buy |
| 28 | MRCY | Mercury Systems Inc | — | NEW | New buy |
| 29 | PGR | Progressive CORP | — | NEW | New buy |
| 30 | THG | Hanover Insurance Group Inc/ | — | NEW | New buy |
| 31 | UFPI | Ufp Industries Inc | — | NEW | New buy |
| 32 | ADP | Automatic Data Processing | — | NEW | New buy |
| 33 | ACIW | Aci Worldwide Inc | — | NEW | New buy |
| 34 | GT | Goodyear Tire & Rubber Co | — | NEW | New buy |
| 35 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 36 | SPSC | Sps Commerce Inc | — | NEW | New buy |
| 37 | WTS | Watts Water Technologies-a | — | NEW | New buy |
| 38 | MSFT | Microsoft CORP | — | NEW | New buy |
| 39 | VICR | Vicor CORP | — | NEW | New buy |
| 40 | ZTS | Zoetis Inc | — | NEW | New buy |
| 41 | TDY | Teledyne Technologies Inc | — | NEW | New buy |
| 42 | EXTR | Extreme Networks Inc | — | NEW | New buy |
| 43 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 44 | DAR | Darling Ingredients Inc | — | NEW | New buy |
| 45 | CRM | Salesforce Inc | — | NEW | New buy |
| 46 | PFE | Pfizer Inc | — | NEW | New buy |
| 47 | CBT | Cabot CORP | — | NEW | New buy |
| 48 | OTIS | Otis Worldwide CORP | — | NEW | New buy |
| 49 | ZS | Zscaler Inc | — | NEW | New buy |
| 50 | V | Visa Inc-class A Shares | — | NEW | New buy |
According to official SEC Form 13F filings, Ironwood Investment Management LLC reported a total U.S. public equity portfolio value of $289.2M across 163 disclosed positions in Q1 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 VTI, EFA, IWM) accounted for 13.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTI
市值: $12.3M
During Q1 2025, Ironwood Investment Management LLC's top holdings by market value included VTI (6.7%)、EFA (4.8%)、IWM (3.8%). The largest single position, VTI, represented 6.7% of total portfolio value.
In Q1 2025, Ironwood Investment Management LLC made 163 total portfolio adjustments, initiating 163 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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