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CIK: 0001127761
Total reported value
$289.2M
$289.2M
167 檔
14.6%
According to the latest 13F quarterly dataset, Ironwood Investment Management LLC managed an equity portfolio of $289.2M at the end of Q2 2025, spanning 167 distinct U.S. exchange-listed positions.
Ironwood Investment Management LLC executed strategic sector rebalancing during Q2 2025, establishing 13 new positions while fully exiting 9 holdings and trimming 70 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.82% | -0.02% | +3.02% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.81% | -0.35% | +2.46% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.40% | — | -7.30% | |
| 4 | GPI | Group 1 Automotive Inc | Stock-Consumer Disc | 3.07% | -0.55% | -1.70% | |
| 5 | SMCI | Super Micro Computer Inc | Stock-Tech | 2.42% | +0.11% | -1.84% | |
| 6 | PEGA | Pegasystems Inc | Stock-Tech | 2.11% | -0.57% | +94.27% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.91% | -0.38% | +4.22% | |
| 8 | C | Citigroup Inc | Stock-Financials | 1.75% | -0.06% | -0.13% | |
| 9 | DY | Dycom Industries Inc | Stock-Industrials | 1.72% | +0.46% | -2.15% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.70% | +0.05% | +1.93% | |
| 11 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 1.61% | +0.98% | -1.58% | |
| 12 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 1.59% | -0.17% | -2.97% | |
| 13 | BBSI | Barrett Business Svcs Inc | Stock-Other | 1.52% | +0.01% | -0.67% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.46% | -0.05% | +5.22% | |
| 15 | ARW | Arrow Electronics Inc | Stock-Tech | 1.43% | +0.27% | — | |
| 16 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 1.31% | -0.31% | -3.19% | |
| 17 | KOP | Koppers Holdings Inc | Stock-Other | 1.29% | -0.06% | -4.07% | |
| 18 | GFF | Griffon CORP | Stock-Industrials | 1.28% | +0.12% | — | |
| 19 | PI | Impinj Inc | Stock-Tech | 1.25% | +0.18% | -3.13% | |
| 20 | MCK | Mckesson CORP | Stock-Healthcare | 1.22% | -0.33% | -1.86% | |
| 21 | FRPT | Freshpet Inc | Stock-Consumer Staples | 1.18% | -0.15% | -4.13% | |
| 22 | GM | General Motors Co | Stock-Consumer Disc | 1.14% | -0.19% | — | |
| 23 | FSKAX | Fidelity Ttl Mkt Indx | Stock-Other | 1.06% | -0.04% | +0.08% | |
| 24 | MRCY | Mercury Systems Inc | Stock-Industrials | 1.04% | +0.39% | -2.92% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 1.01% | +0.18% | +0.00% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | -0.16% | +0.93% | |
| 27 | TPC | Tutor Perini CORP | Stock-Other | 0.98% | -0.14% | -11.62% | |
| 28 | CYTK | Cytokinetics Inc | Stock-Healthcare | 0.92% | +0.11% | -3.89% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.92% | -0.02% | -1.47% | |
| 30 | ZS | Zscaler Inc | Stock-Tech | 0.92% | -0.05% | -3.49% | |
| 31 | EXTR | Extreme Networks Inc | Stock-Other | 0.91% | +0.80% | -3.13% | |
| 32 | EVLV | Evolv Technologies Holdings | Stock-Other | 0.90% | -0.14% | -3.65% | |
| 33 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 0.89% | -0.06% | — | |
| 34 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.88% | +0.11% | -3.37% | |
| 35 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.87% | +0.05% | -3.73% | |
| 36 | ADP | Automatic Data Processing | Stock-Tech | 0.82% | -0.10% | +1.14% | |
| 37 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 0.80% | -0.30% | -2.00% | |
| 38 | THG | Hanover Insurance Group Inc/ | Stock-Financials | 0.78% | +0.01% | -2.86% | |
| 39 | SPSC | Sps Commerce Inc | Stock-Tech | 0.77% | -0.01% | -3.39% | |
| 40 | PGR | Progressive CORP | Stock-Financials | 0.76% | -0.04% | -2.77% | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.72% | -0.02% | +8.51% | |
| 42 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.72% | -0.16% | +1.11% | |
| 43 | UFPI | Ufp Industries Inc | Stock-Materials | 0.72% | -0.11% | -4.28% | |
| 44 | ZTS | Zoetis Inc | Stock-Healthcare | 0.71% | -0.20% | +7.47% | |
| 45 | VICR | Vicor CORP | Stock-Tech | 0.69% | +1.28% | -3.35% | |
| 46 | TTMI | Ttm Technologies | Stock-Tech | 0.68% | +0.77% | -3.31% | |
| 47 | CBT | Cabot CORP | Stock-Materials | 0.67% | +0.01% | +17.29% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.66% | -0.12% | -2.19% | |
| 49 | FNV | Franco-nevada CORP | Stock-Materials | 0.66% | -0.24% | +9.85% | |
| 50 | BDC | Belden Inc | Stock-Tech | 0.66% | -0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PEGA | Pegasystems Inc | +0.6% | +94.27% | Add |
| 2 | SMCI | Super Micro Computer Inc | +0.5% | -1.84% | Trim |
| 3 | DY | Dycom Industries Inc | +0.5% | -2.15% | Trim |
| 4 | MYRG | Myr Group Inc/delaware | +0.5% | -1.58% | Trim |
| 5 | EVLV | Evolv Technologies Holdings | +0.4% | -3.65% | Trim |
| 6 | TPC | Tutor Perini CORP | +0.4% | -11.62% | Trim |
| 7 | ASPN | Aspen Aerogels Inc | +0.4% | NEW | New buy |
| 8 | VGK | Vanguard Ftse Europe ETF | +0.3% | NEW | New buy |
| 9 | ASML | ASML Holding N.V. | +0.3% | NEW | New buy |
| 10 | ONTO | Onto Innovation Inc | +0.3% | NEW | New buy |
| 11 | TTMI | Ttm Technologies | +0.3% | -3.31% | Trim |
| 12 | ✓ | Pagaya Technologies LTD Cl | +0.3% | +0.71% | Add |
| 13 | TRS | Trimas CORP | +0.3% | NEW | New buy |
| 14 | ZS | Zscaler Inc | +0.3% | -3.49% | Trim |
| 15 | MSFT | Microsoft CORP | +0.2% | +0.93% | Add |
| 16 | GEV | GE Vernova Inc | +0.2% | NEW | New buy |
| 17 | NPKI | Npk International Inc | +0.2% | +2.82% | Add |
| 18 | INDI | Indie Semiconductor Inc-a | +0.2% | +4.41% | Add |
| 19 | CMP | Compass Minerals Internation | +0.2% | +6.30% | Add |
| 20 | CVGI | Commercial Vehicle Group Inc | +0.1% | +11.41% | Add |
| 21 | ARW | Arrow Electronics Inc | +0.1% | — | Unchanged |
| 22 | EXTR | Extreme Networks Inc | +0.1% | -3.13% | Trim |
| 23 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 24 | GEOS | Geospace Technologies CORP | +0.1% | +5.94% | Add |
| 25 | ETN | Eaton Corporation plc | +0.1% | NEW | New buy |
| 26 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +3.02% | Add |
| 27 | C | Citigroup Inc | +0.1% | -0.13% | Trim |
| 28 | BURBY | Burberry Group Plc-spon Adr | +0.1% | NEW | New buy |
| 29 | BBIO | Bridgebio Pharma Inc | +0.1% | -3.19% | Trim |
| 30 | MRCY | Mercury Systems Inc | +0.1% | -2.92% | Trim |
| 31 | COHR | Coherent CORP | +0.1% | -3.57% | Trim |
| 32 | ATRO | Astronics CORP | +0.1% | -3.87% | Trim |
| 33 | CBRL | Cracker Barrel Old Country | +0.1% | — | Unchanged |
| 34 | PI | Impinj Inc | +0.1% | -3.13% | Trim |
| 35 | NWL | Newell Brands Inc | +0.1% | NEW | New buy |
| 36 | QTRX | Quanterix CORP | +0.1% | NEW | New buy |
| 37 | NSPR | Inspiremd Inc | +0.1% | NEW | New buy |
| 38 | TALO | Talos Energy Inc | +0.1% | NEW | New buy |
| 39 | BW | Babcock & Wilcox Enterpr | +0.1% | +141.31% | Add |
| 40 | DAR | Darling Ingredients Inc | +0.1% | -2.00% | Trim |
| 41 | VWO | Vanguard Ftse Emerging Marke | 0% | +5.22% | Add |
| 42 | IBM | Intl Business Machines CORP | 0% | -1.47% | Trim |
| 43 | VYX | Ncr Voyix CORP | 0% | — | Unchanged |
| 44 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 45 | GE | General Electric | 0% | -3.11% | Trim |
| 46 | EVH | Evolent Health Inc - A | 0% | +8.27% | Add |
| 47 | MEI | Methode Electronics Inc | 0% | +3.36% | Add |
| 48 | WTS | Watts Water Technologies-a | 0% | -3.37% | Trim |
| 49 | LXU | Lsb Industries Inc | 0% | +7.46% | Add |
| 50 | STKL | Sunopta Inc | 0% | +2.17% | 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 167 disclosed positions in Q2 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 14.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
ASPN
市值: $736.0K
Top Position Liquidated / Trimmed
BECNUSD
前期市值: $2.9M
During Q2 2025, Ironwood Investment Management LLC's top holdings by market value included VTI (6.8%)、EFA (4.8%)、IWM (3.4%). The largest single position, VTI, represented 6.8% of total portfolio value.
In Q2 2025, Ironwood Investment Management LLC made 145 total portfolio adjustments, initiating 13 new buys, adding to 53 positions, trimming 70 holdings, and fully liquidating 9 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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