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CIK: 0001127761
Total reported value
$289.2M
$289.2M
171 檔
15.2%
In Q3 2025, Ironwood Investment Management LLC's U.S. equity holdings reached a combined market value of $289.2M, distributed across 171 disclosed stock positions.
Ironwood Investment Management LLC executed strategic sector rebalancing during Q3 2025, establishing 20 new positions while fully exiting 12 holdings and trimming 72 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.84% | -0.02% | +3.64% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.65% | -0.35% | +3.13% | |
| 3 | GPI | Group 1 Automotive Inc | Stock-Consumer Disc | 2.86% | -0.55% | +3.81% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.59% | — | -24.13% | |
| 5 | SMCI | Super Micro Computer Inc | Stock-Tech | 2.20% | +0.11% | +3.81% | |
| 6 | PEGA | Pegasystems Inc | Stock-Tech | 1.99% | -0.57% | -0.73% | |
| 7 | DY | Dycom Industries Inc | Stock-Industrials | 1.83% | +0.46% | -0.68% | |
| 8 | PI | Impinj Inc | Stock-Tech | 1.80% | +0.18% | -1.01% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.77% | -0.38% | +3.40% | |
| 10 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 1.76% | -0.17% | -0.60% | |
| 11 | C | Citigroup Inc | Stock-Financials | 1.74% | -0.06% | -6.86% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.73% | +0.05% | +4.74% | |
| 13 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 1.63% | +0.98% | -1.17% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.47% | -0.05% | +2.81% | |
| 15 | BBSI | Barrett Business Svcs Inc | Stock-Other | 1.45% | +0.01% | -0.14% | |
| 16 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 1.40% | -0.31% | -0.84% | |
| 17 | CYTK | Cytokinetics Inc | Stock-Healthcare | 1.37% | +0.11% | -0.32% | |
| 18 | MRCY | Mercury Systems Inc | Stock-Industrials | 1.33% | +0.39% | -0.56% | |
| 19 | GM | General Motors Co | Stock-Consumer Disc | 1.26% | -0.19% | — | |
| 20 | TPC | Tutor Perini CORP | Stock-Other | 1.22% | -0.14% | -0.64% | |
| 21 | ARW | Arrow Electronics Inc | Stock-Tech | 1.21% | +0.27% | — | |
| 22 | GFF | Griffon CORP | Stock-Industrials | 1.21% | +0.12% | — | |
| 23 | MCK | Mckesson CORP | Stock-Healthcare | 1.15% | -0.33% | -0.23% | |
| 24 | FSKAX | Fidelity Ttl Mkt Indx | Stock-Other | 1.03% | -0.04% | — | |
| 25 | KOP | Koppers Holdings Inc | Stock-Other | 1.01% | -0.06% | — | |
| 26 | EVLV | Evolv Technologies Holdings | Stock-Other | 0.97% | -0.14% | -0.63% | |
| 27 | EXTR | Extreme Networks Inc | Stock-Other | 0.93% | +0.80% | -0.58% | |
| 28 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.93% | +0.05% | -0.86% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | -0.16% | -0.29% | |
| 30 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.89% | +0.11% | -0.90% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.89% | +0.18% | — | |
| 32 | TTMI | Ttm Technologies | Stock-Tech | 0.86% | +0.77% | -0.90% | |
| 33 | FRPT | Freshpet Inc | Stock-Consumer Staples | 0.86% | -0.15% | +0.05% | |
| 34 | FNV | Franco-nevada CORP | Stock-Materials | 0.83% | -0.24% | +2.42% | |
| 35 | ZS | Zscaler Inc | Stock-Tech | 0.78% | -0.05% | -0.60% | |
| 36 | ✓ | Pagaya Technologies LTD Cl | Stock-Other | 0.77% | +0.16% | -0.78% | |
| 37 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.74% | -0.16% | -0.34% | |
| 38 | THG | Hanover Insurance Group Inc/ | Stock-Financials | 0.74% | +0.01% | -0.73% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.73% | -0.02% | -7.47% | |
| 40 | KSS | Kohls CORP | Stock-Consumer Disc | 0.71% | +0.08% | — | |
| 41 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 0.71% | -0.06% | +22.60% | |
| 42 | NPKI | Npk International Inc | Stock-Other | 0.70% | -0.08% | -0.73% | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.70% | -0.10% | -0.33% | |
| 44 | VICR | Vicor CORP | Stock-Tech | 0.68% | +1.28% | -0.69% | |
| 45 | ACIW | Aci Worldwide Inc | Stock-Tech | 0.67% | +0.01% | -0.56% | |
| 46 | FAST | Fastenal Co | Stock-Industrials | 0.66% | -0.16% | -0.34% | |
| 47 | ASML | ASML Holding N.V. | Stock-Tech | 0.65% | +0.18% | +98.06% | |
| 48 | PGR | Progressive CORP | Stock-Financials | 0.62% | -0.04% | -0.69% | |
| 49 | BDC | Belden Inc | Stock-Tech | 0.62% | -0.07% | — | |
| 50 | SHOO | Steven Madden LTD | Stock-Other | 0.62% | +0.02% | -0.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PI | Impinj Inc | +0.6% | -1.01% | Trim |
| 2 | DY | Dycom Industries Inc | +0.6% | -0.68% | Trim |
| 3 | TPC | Tutor Perini CORP | +0.6% | -0.64% | Trim |
| 4 | MYRG | Myr Group Inc/delaware | +0.5% | -1.17% | Trim |
| 5 | TTMI | Ttm Technologies | +0.5% | -0.90% | Trim |
| 6 | EVLV | Evolv Technologies Holdings | +0.4% | -0.63% | Trim |
| 7 | PEGA | Pegasystems Inc | +0.4% | -0.73% | Add |
| 8 | ✓ | Pagaya Technologies LTD Cl | +0.4% | -0.78% | Trim |
| 9 | MRCY | Mercury Systems Inc | +0.4% | -0.56% | Trim |
| 10 | SMCI | Super Micro Computer Inc | +0.3% | +3.81% | Add |
| 11 | NPKI | Npk International Inc | +0.3% | -0.73% | Add |
| 12 | KSS | Kohls CORP | +0.2% | — | Unchanged |
| 13 | BW | Babcock & Wilcox Enterpr | +0.2% | +7.81% | Add |
| 14 | AMRC | Ameresco Inc-cl A | +0.2% | -0.87% | Add |
| 15 | BBIO | Bridgebio Pharma Inc | +0.2% | -0.84% | Trim |
| 16 | FNV | Franco-nevada CORP | +0.2% | +2.42% | Add |
| 17 | ATRO | Astronics CORP | +0.2% | -0.99% | Trim |
| 18 | GEOS | Geospace Technologies CORP | +0.2% | -0.84% | Add |
| 19 | EXTR | Extreme Networks Inc | +0.2% | -0.58% | Trim |
| 20 | INDI | Indie Semiconductor Inc-a | +0.2% | -0.61% | Add |
| 21 | SGI | Somnigroup International Inc | +0.1% | -0.60% | Trim |
| 22 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +3.64% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.32% | Add |
| 24 | SHOO | Steven Madden LTD | +0.1% | -0.77% | Add |
| 25 | COHR | Coherent CORP | +0.1% | -0.71% | Trim |
| 26 | AEM | Agnico Eagle Mines LTD | +0.1% | -0.33% | Add |
| 27 | ZS | Zscaler Inc | +0.1% | -0.60% | Trim |
| 28 | C | Citigroup Inc | +0.1% | -6.86% | Trim |
| 29 | MSFT | Microsoft CORP | +0.1% | -0.29% | Add |
| 30 | CVGI | Commercial Vehicle Group Inc | +0.1% | — | Add |
| 31 | CMP | Compass Minerals Internation | +0.1% | -0.81% | Add |
| 32 | SONO | Sonos Inc | +0.1% | -0.65% | Add |
| 33 | HBM | Hudbay Minerals Inc | +0.1% | — | Unchanged |
| 34 | CYTK | Cytokinetics Inc | +0.1% | -0.32% | Trim |
| 35 | SM | Sm Energy Co | +0.1% | +65.22% | Add |
| 36 | ZETA | Zeta Global Holdings Corp-a | +0.1% | -0.99% | Trim |
| 37 | WPM | Wheaton Precious Metals CORP | +0.1% | -0.31% | Add |
| 38 | AVD | American Vanguard CORP | +0.1% | — | Add |
| 39 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +2.81% | Add |
| 40 | GE | General Electric | +0.1% | — | Trim |
| 41 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 42 | GM | General Motors Co | 0% | — | Unchanged |
| 43 | WTS | Watts Water Technologies-a | 0% | -0.90% | Trim |
| 44 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 45 | CALY | Callaway Golf Company | 0% | -0.63% | Add |
| 46 | ✓ | Westgold Resources Ltd. | 0% | — | Unchanged |
| 47 | VALN | Valneva Se - Adr | 0% | — | Add |
| 48 | ASYS | Amtech Systems Inc | 0% | -0.74% | Add |
| 49 | IWV | Ishares Russell 3000 ETF | 0% | +4.74% | Add |
| 50 | AUPH | Aurinia Pharmaceuticals Inc | 0% | -0.87% | Trim |
According to official SEC Form 13F filings, Ironwood Investment Management LLC reported a total U.S. public equity portfolio value of $289.2M across 171 disclosed positions in Q3 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, GPI) accounted for 15.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
ASML
市值: $1.5M
Top Position Liquidated / Trimmed
BECNUSD
前期市值: $2.9M
During Q3 2025, Ironwood Investment Management LLC's top holdings by market value included VTI (6.8%)、EFA (4.7%)、GPI (2.9%). The largest single position, VTI, represented 6.8% of total portfolio value.
In Q3 2025, Ironwood Investment Management LLC made 161 total portfolio adjustments, initiating 20 new buys, adding to 57 positions, trimming 72 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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