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CIK: 0001127761
Total reported value
$289.2M
$289.2M
172 檔
16.5%
According to the latest 13F quarterly dataset, Ironwood Investment Management LLC managed an equity portfolio of $289.2M at the end of Q4 2025, spanning 172 distinct U.S. exchange-listed positions.
In Q4 2025, Ironwood Investment Management LLC adopted a defensive or profit-taking posture, trimming 86 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.14% | -0.02% | +6.06% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.90% | -0.35% | +6.36% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.91% | -0.38% | +70.81% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.64% | — | +3.67% | |
| 5 | GPI | Group 1 Automotive Inc | Stock-Consumer Disc | 2.47% | -0.55% | -0.33% | |
| 6 | DY | Dycom Industries Inc | Stock-Industrials | 2.04% | +0.46% | -0.20% | |
| 7 | PEGA | Pegasystems Inc | Stock-Tech | 1.99% | -0.57% | -0.16% | |
| 8 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 1.99% | -0.31% | -0.21% | |
| 9 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 1.79% | -0.17% | -0.40% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.75% | +0.05% | +2.90% | |
| 11 | C | Citigroup Inc | Stock-Financials | 1.75% | -0.06% | -9.65% | |
| 12 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 1.65% | +0.98% | -0.28% | |
| 13 | GM | General Motors Co | Stock-Consumer Disc | 1.56% | -0.19% | -4.21% | |
| 14 | CYTK | Cytokinetics Inc | Stock-Healthcare | 1.53% | +0.11% | -0.18% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.50% | -0.05% | +6.93% | |
| 16 | VICR | Vicor CORP | Stock-Tech | 1.44% | +1.28% | -0.19% | |
| 17 | SMCI | Super Micro Computer Inc | Stock-Tech | 1.29% | +0.11% | -0.37% | |
| 18 | PI | Impinj Inc | Stock-Tech | 1.22% | +0.18% | -27.02% | |
| 19 | MRCY | Mercury Systems Inc | Stock-Industrials | 1.21% | +0.39% | -0.14% | |
| 20 | TPC | Tutor Perini CORP | Stock-Other | 1.15% | -0.14% | -4.80% | |
| 21 | MCK | Mckesson CORP | Stock-Healthcare | 1.14% | -0.33% | -2.93% | |
| 22 | BBSI | Barrett Business Svcs Inc | Stock-Other | 1.14% | +0.01% | -0.04% | |
| 23 | GFF | Griffon CORP | Stock-Industrials | 1.13% | +0.12% | — | |
| 24 | FSKAX | Fidelity Ttl Mkt Indx | Stock-Other | 1.02% | -0.04% | +0.95% | |
| 25 | ARW | Arrow Electronics Inc | Stock-Tech | 1.01% | +0.27% | -4.78% | |
| 26 | TTMI | Ttm Technologies | Stock-Tech | 0.99% | +0.77% | -0.23% | |
| 27 | COHR | Coherent CORP | Stock-Tech | 0.96% | +0.03% | -0.19% | |
| 28 | KSS | Kohls CORP | Stock-Consumer Disc | 0.95% | +0.08% | +4.73% | |
| 29 | FRPT | Freshpet Inc | Stock-Consumer Staples | 0.90% | -0.15% | -1.36% | |
| 30 | EVLV | Evolv Technologies Holdings | Stock-Other | 0.89% | -0.14% | -0.17% | |
| 31 | KOP | Koppers Holdings Inc | Stock-Other | 0.88% | -0.06% | -6.07% | |
| 32 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 0.85% | -0.06% | +6.91% | |
| 33 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.85% | +0.11% | -0.25% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.16% | +0.24% | |
| 35 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.82% | +0.05% | -0.17% | |
| 36 | AUPH | Aurinia Pharmaceuticals Inc | Stock-Other | 0.77% | -0.03% | -0.21% | |
| 37 | FNV | Franco-nevada CORP | Stock-Materials | 0.77% | -0.24% | +3.49% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | -0.09% | +0.34% | |
| 39 | SHOO | Steven Madden LTD | Stock-Other | 0.74% | +0.02% | -0.21% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.73% | -0.02% | -2.10% | |
| 41 | EXTR | Extreme Networks Inc | Stock-Other | 0.72% | +0.80% | -0.14% | |
| 42 | ASML | ASML Holding N.V. | Stock-Tech | 0.72% | +0.18% | +5.10% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.72% | +0.18% | -25.17% | |
| 44 | THG | Hanover Insurance Group Inc/ | Stock-Financials | 0.72% | +0.01% | -0.17% | |
| 45 | NPKI | Npk International Inc | Stock-Other | 0.71% | -0.08% | -0.18% | |
| 46 | ATRO | Astronics CORP | Stock-Other | 0.68% | +0.01% | -0.24% | |
| 47 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 0.64% | -0.30% | -0.67% | |
| 48 | SM | Sm Energy Co | Stock-Energy | 0.63% | -0.50% | +41.78% | |
| 49 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.62% | -0.16% | +0.31% | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.59% | -0.10% | +0.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | +1.1% | +70.81% | Add |
| 2 | VICR | Vicor CORP | +0.8% | -0.19% | Trim |
| 3 | BBIO | Bridgebio Pharma Inc | +0.6% | -0.21% | Trim |
| 4 | COHR | Coherent CORP | +0.4% | -0.19% | Trim |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +6.06% | Add |
| 6 | GM | General Motors Co | +0.3% | -4.21% | Trim |
| 7 | EFA | Ishares Msci Eafe ETF | +0.3% | +6.36% | Add |
| 8 | KSS | Kohls CORP | +0.2% | +4.73% | Add |
| 9 | AUPH | Aurinia Pharmaceuticals Inc | +0.2% | -0.21% | Trim |
| 10 | DY | Dycom Industries Inc | +0.2% | -0.20% | Trim |
| 11 | DHR | Danaher CORP | +0.2% | +35.97% | Add |
| 12 | CYTK | Cytokinetics Inc | +0.2% | -0.18% | Trim |
| 13 | ANIK | Anika Therapeutics Inc | +0.2% | +132.68% | Add |
| 14 | GT | Goodyear Tire & Rubber Co | +0.1% | +6.91% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.34% | Add |
| 16 | TTMI | Ttm Technologies | +0.1% | -0.23% | Trim |
| 17 | SHOO | Steven Madden LTD | +0.1% | -0.21% | Trim |
| 18 | SPGI | S&p Global Inc | +0.1% | +20.85% | Add |
| 19 | ATRO | Astronics CORP | +0.1% | -0.24% | Trim |
| 20 | ASML | ASML Holding N.V. | +0.1% | +5.10% | Add |
| 21 | DAR | Darling Ingredients Inc | +0.1% | -0.67% | Trim |
| 22 | ONTO | Onto Innovation Inc | +0.1% | -0.21% | Trim |
| 23 | IWM | Ishares Russell 2000 ETF | +0.1% | +3.67% | Add |
| 24 | CADE | Cadence Bank | +0.1% | -0.20% | Trim |
| 25 | HBM | Hudbay Minerals Inc | +0.1% | — | Unchanged |
| 26 | IWF | Ishares Russell 1000 Growth | +0.1% | +27.59% | Add |
| 27 | FRPT | Freshpet Inc | 0% | -1.36% | Trim |
| 28 | CRM | Salesforce Inc | 0% | — | Unchanged |
| 29 | CALY | Callaway Golf Company | 0% | -0.98% | Trim |
| 30 | ASYS | Amtech Systems Inc | 0% | -0.20% | Trim |
| 31 | SGI | Somnigroup International Inc | 0% | -0.40% | Trim |
| 32 | VWO | Vanguard Ftse Emerging Marke | 0% | +6.93% | Add |
| 33 | AVBC | Avidia Bancorp Inc | 0% | -0.26% | Trim |
| 34 | BANC | Banc Of California Inc | 0% | -0.13% | Trim |
| 35 | IWV | Ishares Russell 3000 ETF | 0% | +2.90% | Add |
| 36 | MYRG | Myr Group Inc/delaware | 0% | -0.28% | Trim |
| 37 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 38 | SONO | Sonos Inc | 0% | -0.18% | Trim |
| 39 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 40 | DNLI | Denali Therapeutics Inc | 0% | -3.51% | Trim |
| 41 | 4XC1 | Kalvista Pharmaceuticals Inc | 0% | — | Unchanged |
| 42 | BBT | Beacon Financial CORP | 0% | -0.22% | Trim |
| 43 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 44 | SM | Sm Energy Co | 0% | +41.78% | Add |
| 45 | NPKI | Npk International Inc | 0% | -0.18% | Trim |
| 46 | PFE | Pfizer Inc | 0% | +7.81% | Add |
| 47 | ORI | Old Republic Intl CORP | 0% | -0.16% | Trim |
| 48 | KRNT | Kornit Digital Ltd. | 0% | -0.28% | Trim |
| 49 | BHR | Braemar Hotels & Resorts Inc | 0% | — | Unchanged |
| 50 | LXU | Lsb Industries Inc | 0% | -0.19% | 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 172 disclosed positions in Q4 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, SHV) accounted for 16.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
PNFP
市值: $1.1M
Top Position Liquidated / Trimmed
PNW
前期市值: $1.1M
During Q4 2025, Ironwood Investment Management LLC's top holdings by market value included VTI (7.1%)、EFA (4.9%)、SHV (2.9%). The largest single position, VTI, represented 7.1% of total portfolio value.
In Q4 2025, Ironwood Investment Management LLC made 141 total portfolio adjustments, initiating 10 new buys, adding to 36 positions, trimming 86 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.
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