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CIK: 0001127761
Total reported value
$289.2M
$289.2M
179 檔
16.1%
As reported in its official Q1 2026 Form 13F filing, Ironwood Investment Management LLC's tracked investment portfolio stood at $289.2M with 179 total positions.
In Q1 2026, Ironwood Investment Management LLC adopted a defensive or profit-taking posture, trimming 96 positions and completely liquidating 6 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 | 7.25% | -0.02% | +6.93% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 5.09% | -0.35% | +3.46% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.97% | -0.38% | +2.70% | |
| 4 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 2.08% | +0.98% | -1.26% | |
| 5 | VICR | Vicor CORP | Stock-Tech | 2.07% | +1.28% | -0.86% | |
| 6 | GPI | Group 1 Automotive Inc | Stock-Consumer Disc | 2.02% | -0.55% | -2.01% | |
| 7 | DY | Dycom Industries Inc | Stock-Industrials | 2.01% | +0.46% | -1.23% | |
| 8 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 1.89% | -0.31% | -1.35% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.74% | +0.05% | +4.87% | |
| 10 | C | Citigroup Inc | Stock-Financials | 1.68% | -0.06% | -0.01% | |
| 11 | CYTK | Cytokinetics Inc | Stock-Healthcare | 1.56% | +0.11% | -0.86% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.55% | -0.05% | +3.10% | |
| 13 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 1.45% | -0.17% | -1.36% | |
| 14 | PEGA | Pegasystems Inc | Stock-Tech | 1.39% | -0.57% | -1.29% | |
| 15 | TTMI | Ttm Technologies | Stock-Tech | 1.33% | +0.77% | -4.02% | |
| 16 | GM | General Motors Co | Stock-Consumer Disc | 1.32% | -0.19% | -6.59% | |
| 17 | TPC | Tutor Perini CORP | Stock-Other | 1.29% | -0.14% | -1.14% | |
| 18 | SM | Sm Energy Co | Stock-Energy | 1.24% | -0.50% | +19.10% | |
| 19 | COHR | Coherent CORP | Stock-Tech | 1.21% | +0.03% | -1.06% | |
| 20 | MCK | Mckesson CORP | Stock-Healthcare | 1.19% | -0.33% | -0.36% | |
| 21 | ARW | Arrow Electronics Inc | Stock-Tech | 1.15% | +0.27% | -11.87% | |
| 22 | MRCY | Mercury Systems Inc | Stock-Industrials | 1.15% | +0.39% | -4.36% | |
| 23 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 1.10% | -0.30% | -0.24% | |
| 24 | ASML | ASML Holding N.V. | Stock-Tech | 1.09% | +0.18% | +22.78% | |
| 25 | GFF | Griffon CORP | Stock-Industrials | 1.05% | +0.12% | -4.80% | |
| 26 | EXTR | Extreme Networks Inc | Stock-Other | 1.01% | +0.80% | +56.19% | |
| 27 | SMCI | Super Micro Computer Inc | Stock-Tech | 0.99% | +0.11% | -0.54% | |
| 28 | PI | Impinj Inc | Stock-Tech | 0.97% | +0.18% | +36.36% | |
| 29 | FSKAX | Fidelity Ttl Mkt Indx | Stock-Other | 0.97% | -0.04% | — | |
| 30 | KOP | Koppers Holdings Inc | Stock-Other | 0.96% | -0.06% | -23.25% | |
| 31 | FNV | Franco-nevada CORP | Stock-Materials | 0.96% | -0.24% | +5.58% | |
| 32 | BBSI | Barrett Business Svcs Inc | Stock-Other | 0.91% | +0.01% | -0.46% | |
| 33 | CVGI | Commercial Vehicle Group Inc | Stock-Other | 0.91% | +0.17% | — | |
| 34 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.87% | +0.11% | -1.08% | |
| 35 | FRPT | Freshpet Inc | Stock-Consumer Staples | 0.87% | -0.15% | +0.30% | |
| 36 | NPKI | Npk International Inc | Stock-Other | 0.85% | -0.08% | -0.90% | |
| 37 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.83% | +0.05% | +0.45% | |
| 38 | ATRO | Astronics CORP | Stock-Other | 0.82% | +0.01% | -1.30% | |
| 39 | PFE | Pfizer Inc | Stock-Healthcare | 0.76% | -0.25% | +17.58% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.75% | — | -71.56% | |
| 41 | EVLV | Evolv Technologies Holdings | Stock-Other | 0.73% | -0.14% | -1.71% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.72% | +0.18% | -0.43% | |
| 43 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.70% | -0.16% | -4.45% | |
| 44 | AUPH | Aurinia Pharmaceuticals Inc | Stock-Other | 0.70% | -0.03% | -1.36% | |
| 45 | THG | Hanover Insurance Group Inc/ | Stock-Financials | 0.67% | +0.01% | -0.84% | |
| 46 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 0.66% | -0.06% | +3.45% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | -0.09% | -4.24% | |
| 48 | ✓ | Cantor Equity Partners Ii In | Stock-Other | 0.62% | -0.14% | — | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | -0.16% | -3.53% | |
| 50 | KSS | Kohls CORP | Stock-Consumer Disc | 0.61% | +0.08% | +1.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VICR | Vicor CORP | +0.6% | -0.86% | Trim |
| 2 | SM | Sm Energy Co | +0.6% | +19.10% | Add |
| 3 | CVGI | Commercial Vehicle Group Inc | +0.5% | — | Unchanged |
| 4 | DAR | Darling Ingredients Inc | +0.5% | -0.24% | Trim |
| 5 | MYRG | Myr Group Inc/delaware | +0.4% | -1.26% | Trim |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.4% | +381.34% | Add |
| 7 | ASML | ASML Holding N.V. | +0.4% | +22.78% | Add |
| 8 | TTMI | Ttm Technologies | +0.3% | -4.02% | Trim |
| 9 | EXTR | Extreme Networks Inc | +0.3% | +56.19% | Add |
| 10 | COHR | Coherent CORP | +0.3% | -1.06% | Trim |
| 11 | LXU | Lsb Industries Inc | +0.2% | +4.36% | Add |
| 12 | BBT | Beacon Financial CORP | +0.2% | +64.68% | Add |
| 13 | FNV | Franco-nevada CORP | +0.2% | +5.58% | Add |
| 14 | EFA | Ishares Msci Eafe ETF | +0.2% | +3.46% | Add |
| 15 | PFE | Pfizer Inc | +0.2% | +17.58% | Add |
| 16 | BW | Babcock & Wilcox Enterpr | +0.2% | -1.14% | Trim |
| 17 | T86 | Tri Pointe Homes Inc | +0.2% | -0.97% | Trim |
| 18 | TPC | Tutor Perini CORP | +0.1% | -1.14% | Trim |
| 19 | ARW | Arrow Electronics Inc | +0.1% | -11.87% | Trim |
| 20 | ATRO | Astronics CORP | +0.1% | -1.30% | Trim |
| 21 | NPKI | Npk International Inc | +0.1% | -0.90% | Trim |
| 22 | STKL | Sunopta Inc | +0.1% | +1.66% | Add |
| 23 | ANIK | Anika Therapeutics Inc | +0.1% | -0.07% | Trim |
| 24 | PRCH | Porch Group Inc | +0.1% | +117.22% | Add |
| 25 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +6.93% | Add |
| 26 | ONTO | Onto Innovation Inc | +0.1% | -1.11% | Trim |
| 27 | ASPN | Aspen Aerogels Inc | +0.1% | +30.74% | Add |
| 28 | KOP | Koppers Holdings Inc | +0.1% | -23.25% | Trim |
| 29 | TDY | Teledyne Technologies Inc | +0.1% | -4.45% | Trim |
| 30 | UNFI | United Natural Foods Inc | +0.1% | -0.95% | Trim |
| 31 | DNLI | Denali Therapeutics Inc | +0.1% | +2.22% | Add |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +2.70% | Add |
| 33 | NATL | Ncr Atleos CORP | +0.1% | — | Unchanged |
| 34 | REMYY | Remy Cointreau-unsp Adr | +0.1% | +136.28% | Add |
| 35 | AVBC | Avidia Bancorp Inc | +0.1% | -1.02% | Trim |
| 36 | GEV | GE Vernova Inc | +0.1% | -0.16% | Trim |
| 37 | CBT | Cabot CORP | +0.1% | -1.02% | Trim |
| 38 | MCK | Mckesson CORP | +0.1% | -0.36% | Trim |
| 39 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +3.10% | Add |
| 40 | FAST | Fastenal Co | +0.1% | -4.54% | Trim |
| 41 | CALY | Callaway Golf Company | +0.1% | -0.46% | Trim |
| 42 | WDC | Western Digital CORP | +0.1% | — | Unchanged |
| 43 | TRNS | Transcat Inc | +0.1% | -0.81% | Trim |
| 44 | CMP | Compass Minerals Internation | 0% | -0.43% | Trim |
| 45 | TALO | Talos Energy Inc | 0% | — | Unchanged |
| 46 | CYTK | Cytokinetics Inc | 0% | -0.86% | Trim |
| 47 | WSFS | Wsfs Financial CORP | 0% | — | Unchanged |
| 48 | RGP | Resources Connection Inc | 0% | +108.62% | Add |
| 49 | CSV | Carriage Services Inc | 0% | — | Unchanged |
| 50 | 4XC1 | Kalvista Pharmaceuticals Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Ironwood Investment Management LLC reported a total U.S. public equity portfolio value of $289.2M across 179 disclosed positions in Q1 2026.
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 16.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
CANTOR EQUITY PARTNERS II IN
市值: $1.5M
Top Position Liquidated / Trimmed
CADE
前期市值: $1.2M
During Q1 2026, Ironwood Investment Management LLC's top holdings by market value included VTI (7.3%)、EFA (5.1%)、SHV (3.0%). The largest single position, VTI, represented 7.3% of total portfolio value.
In Q1 2026, Ironwood Investment Management LLC made 151 total portfolio adjustments, initiating 13 new buys, adding to 36 positions, trimming 96 holdings, and fully liquidating 6 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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