Ironwood Investment Counsel
SCOTTSDALE, AZfiles as Ironwood Investment Counsel, LLC
$762m in 267 US stocks at the end of 30 June 2026. The top 10 are 28.5% of the money. It changed about 8.0% of the portfolio this quarter.
Value
$762m
Stocks
267
Top 10 share
28.5%
Turnover
8.0%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRDGRO0.6% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Colgate-PalmoliveCL<0.1% of the fund
- Applied MaterialsAMAT<0.1% of the fund
- FormfactorFORM<0.1% of the fund
- Ichor HoldingsICHR<0.1% of the fund
- Palo Alto NetworksPANW<0.1% of the fund
- United RentalsURI<0.1% of the fund
- Ishares TRSOXX<0.1% of the fund
- ATIATI<0.1% of the fund
- MaterionMTRN<0.1% of the fund
- CohuCOHU<0.1% of the fund
- Ishares TRIJT<0.1% of the fund
- SynopsysSNPS<0.1% of the fund
- CPS TechnologiesCPSH<0.1% of the fund
Added
Bought more of a stock they already held.
- Schwab Strategic TRFNDX2.3% of the fund+8%
- SyscoSYY1.4% of the fund+4%
- Ishares TRIWD1.2% of the fund+9%
- Lockheed MartinLMT1.2% of the fund+6%
- NvidiaNVDA1.0% of the fund+8%
- United Parcel ServiceUPS1.0% of the fund+8%
- AmgenAMGN1.0% of the fund+7%
- AccentureACN1.0% of the fund+28%
- Medtronic1.0% of the fund+7%
- Laboratory Corp Amer Hldgs0.9% of the fund+2%
- Lowe's CompaniesLOW0.9% of the fund+3%
- SalesforceCRM0.8% of the fund+77%
- ComcastCMCSA0.8% of the fund+8%
- Walt DisneyDIS0.8% of the fund+2%
- Home DepotHD0.7% of the fund+2%
- ServiceNowNOW0.7% of the fund+138%
- Dollar GeneralDG0.7% of the fund+10%
- J P Morgan Exchange Traded FJMST0.7% of the fund+170%
- TeslaTSLA0.7% of the fund+2%
- Elevance HealthELV0.6% of the fund+5%
- IntuitINTU0.6% of the fund+71%
- Eli LillyLLY0.6% of the fund+7%
- HersheyHSY0.6% of the fund+8%
- Crown CastleCCI0.5% of the fund+32%
- Morgan StanleyMS0.5% of the fund+5%
Cut
Sold some of their stake.
- Schwab Strategic TRFNDA4.5% of the fund-4%
- AlphabetGOOGL2.9% of the fund-5%
- KLAKLAC1.8% of the fund-9%
- TeradyneTER1.5% of the fund-10%
- CumminsCMI1.0% of the fund-15%
- PepsiCoPEP0.8% of the fund-4%
- First TR Exch Traded FD IIIFPE0.8% of the fund-2%
- International Business MachinesIBM0.8% of the fund-4%
- CorningGLW0.7% of the fund-6%
- Cardinal HealthCAH0.6% of the fund-4%
- MckessonMCK0.6% of the fund-3%
- Meta PlatformsMETA0.5% of the fund-7%
- State STR Spdr S&P 500 ETF TSPY0.5% of the fund-6%
- Vanguard Index FDSVOO0.5% of the fund-7%
- Vaneck ETF TrustHYD0.4% of the fund-5%
- Ishares TRIWS0.4% of the fund-3%
- VisaV0.3% of the fund-3%
- Invesco QQQ TRQQQ0.3% of the fund-3%
- Lam ResearchLRCX0.3% of the fund-9%
- McDonald'sMCD0.3% of the fund-2%
- Ishares TRAGG0.2% of the fund-12%
- Taiwan Semiconductor ManufacturingTSM0.2% of the fund-5%
- Emerson ElectricEMR0.2% of the fund-5%
- AmdocsDOX0.2% of the fund-21%
- Ishares TRHYG0.2% of the fund-3%
Sold out
Sold their entire stake.
- Trade DeskTTD-100%
- Palantir TechnologiesPLTR-100%
- CienaCIEN-100%
- Consolidated EdisonED-100%
- Tower SemiconductorTSEM-100%
- Sprott Asset Management LPPHYS-100%
- CoherentCOHR-100%
- NewmontNEM-100%
- NikeNKE-100%
- ConocoPhillipsCOP-100%
- Zimmer Biomet HoldingsZBH-100%
Holdings
- Schwab Strategic TRFNDA
- Share
- 4.5%
- Value
- $35m
- Shares
- 907,290
-4%
- Profesionally Managed PortfoAKRE
- Share
- 2.4%
- Value
- $18m
- Shares
- 342,562
Held
- Schwab Strategic TRFNDX
- Share
- 2.3%
- Value
- $18m
- Shares
- 563,849
+8%
- Berkshire Hathaway INC DEL
- Share
- 1.7%
- Value
- $13m
- Shares
- 25,472
Held
- J P Morgan Exchange Traded FJPST
- Share
- 1.5%
- Value
- $11m
- Shares
- 223,060
Held
- Ishares TRIVV
- Share
- 1.3%
- Value
- $10m
- Shares
- 13,185
Held
- Ishares TRIWD
- Share
- 1.2%
- Value
- $9m
- Shares
- 38,693
+9%
- Medtronic
- Share
- 1.0%
- Value
- $7m
- Shares
- 93,385
+7%
- Laboratory Corp Amer Hldgs
- Share
- 0.9%
- Value
- $7m
- Shares
- 24,995
+2%
- First TR Exch Traded FD IIIFPE
- Share
- 0.8%
- Value
- $6m
- Shares
- 338,684
-2%
- J P Morgan Exchange Traded FJMST
- Share
- 0.7%
- Value
- $5m
- Shares
- 104,355
+170%
- Ishares TRDGRO
- Share
- 0.6%
- Value
- $4m
- Shares
- 47,522
New
- Vanguard Index FDSVB
- Share
- 0.5%
- Value
- $4m
- Shares
- 13,467
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.5%
- Value
- $4m
- Shares
- 5,375
-6%
- Vanguard Index FDSVOO
- Share
- 0.5%
- Value
- $4m
- Shares
- 5,406
-7%
- Ishares TREFV
- Share
- 0.4%
- Value
- $3m
- Shares
- 41,517
Held
- Vaneck ETF TrustHYD
- Share
- 0.4%
- Value
- $3m
- Shares
- 61,014
-5%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.4%
- Value
- $3m
- Shares
- 39,261
Held
- Ishares TRIWS
- Share
- 0.4%
- Value
- $3m
- Shares
- 16,336
-3%
- Vanguard Index FDSVTI
- Share
- 0.3%
- Value
- $3m
- Shares
- 6,818
Held
- Invesco QQQ TRQQQ
- Share
- 0.3%
- Value
- $2m
- Shares
- 3,346
-3%
- Vanguard Scottsdale FDSVCIT
- Share
- 0.3%
- Value
- $2m
- Shares
- 28,801
Held
- Schwab Strategic TRSCHD
- Share
- 0.3%
- Value
- $2m
- Shares
- 61,335
+8%
- Ishares TREFG
- Share
- 0.3%
- Value
- $2m
- Shares
- 15,338
+2%
- Ishares TRAGG
- Share
- 0.2%
- Value
- $2m
- Shares
- 18,785
-12%
- Vanguard Specialized FundsVIG
- Share
- 0.2%
- Value
- $2m
- Shares
- 7,591
+7%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 4.6% | $35m | 120,730 | Held |
| Schwab Strategic TRFNDA | 4.5% | $35m | 907,290 | -4% |
| MicrosoftMSFT | 4.0% | $30m | 81,764 | Held |
| AlphabetGOOGL | 2.9% | $22m | 61,393 | -5% |
| Profesionally Managed PortfoAKRE | 2.4% | $18m | 342,562 | Held |
| Schwab Strategic TRFNDX | 2.3% | $18m | 563,849 | +8% |
| Amazon.comAMZN | 2.3% | $17m | 72,532 | Held |
| Johnson & JohnsonJNJ | 2.1% | $16m | 63,795 | Held |
| KLAKLAC | 1.8% | $14m | 44,974 | -9% |
| Berkshire Hathaway INC DEL | 1.7% | $13m | 25,472 | Held |
| American ExpressAXP | 1.6% | $13m | 37,095 | Held |
| Charles SchwabSCHW | 1.5% | $12m | 125,392 | Held |
| J P Morgan Exchange Traded FJPST | 1.5% | $11m | 223,060 | Held |
| TeradyneTER | 1.5% | $11m | 22,848 | -10% |
| SyscoSYY | 1.4% | $10m | 124,169 | +4% |
| MastercardMA | 1.3% | $10m | 19,417 | Held |
| QualcommQCOM | 1.3% | $10m | 53,528 | Held |
| Ishares TRIVV | 1.3% | $10m | 13,185 | Held |
| US BancorpUSB | 1.3% | $10m | 157,862 | Held |
| JPMorgan ChaseJPM | 1.2% | $10m | 29,069 | Held |
| Ishares TRIWD | 1.2% | $9m | 38,693 | +9% |
| Lockheed MartinLMT | 1.2% | $9m | 18,356 | +6% |
| BroadcomAVGO | 1.2% | $9m | 23,390 | Held |
| NvidiaNVDA | 1.0% | $8m | 39,561 | +8% |
| Anheuser-Busch InBev SABUD | 1.0% | $8m | 93,717 | Held |
| CumminsCMI | 1.0% | $8m | 10,802 | -15% |
| United Parcel ServiceUPS | 1.0% | $8m | 71,478 | +8% |
| AmgenAMGN | 1.0% | $8m | 20,809 | +7% |
| AccentureACN | 1.0% | $7m | 59,493 | +28% |
| Medtronic | 1.0% | $7m | 93,385 | +7% |
| CortevaCTVA | 0.9% | $7m | 84,523 | Held |
| Laboratory Corp Amer Hldgs | 0.9% | $7m | 24,995 | +2% |
| Lowe's CompaniesLOW | 0.9% | $7m | 29,792 | +3% |
| PepsiCoPEP | 0.8% | $6m | 47,118 | -4% |
| SalesforceCRM | 0.8% | $6m | 40,315 | +77% |
| MerckMRK | 0.8% | $6m | 47,608 | Held |
| First TR Exch Traded FD IIIFPE | 0.8% | $6m | 338,684 | -2% |
| International Business MachinesIBM | 0.8% | $6m | 21,510 | -4% |
| ComcastCMCSA | 0.8% | $6m | 245,297 | +8% |
| Walt DisneyDIS | 0.8% | $6m | 62,038 | +2% |
| AlphabetGOOG | 0.8% | $6m | 16,537 | Held |
| CorningGLW | 0.7% | $6m | 21,867 | -6% |
| Home DepotHD | 0.7% | $5m | 15,530 | +2% |
| ServiceNowNOW | 0.7% | $5m | 54,629 | +138% |
| Dollar GeneralDG | 0.7% | $5m | 46,735 | +10% |
| J P Morgan Exchange Traded FJMST | 0.7% | $5m | 104,355 | +170% |
| TeslaTSLA | 0.7% | $5m | 12,451 | +2% |
| Cardinal HealthCAH | 0.6% | $5m | 20,768 | -4% |
| OGE EnergyOGE | 0.6% | $5m | 100,289 | Held |
| Elevance HealthELV | 0.6% | $5m | 12,386 | +5% |
| IntuitINTU | 0.6% | $5m | 17,918 | +71% |
| Cisco SystemsCSCO | 0.6% | $5m | 39,232 | Held |
| ExxonMobil HoldingsXOM | 0.6% | $5m | 33,141 | Held |
| MckessonMCK | 0.6% | $4m | 5,861 | -3% |
| Eli LillyLLY | 0.6% | $4m | 3,573 | +7% |
| Ishares TRDGRO | 0.6% | $4m | 47,522 | New |
| HersheyHSY | 0.6% | $4m | 24,291 | +8% |
| Meta PlatformsMETA | 0.5% | $4m | 7,425 | -7% |
| Crown CastleCCI | 0.5% | $4m | 55,104 | +32% |
| Vanguard Index FDSVB | 0.5% | $4m | 13,467 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.5% | $4m | 5,375 | -6% |
| Morgan StanleyMS | 0.5% | $4m | 18,033 | +5% |
| Vanguard Index FDSVOO | 0.5% | $4m | 5,406 | -7% |
| Costco WholesaleCOST | 0.5% | $4m | 3,901 | Held |
| Procter & GamblePG | 0.5% | $4m | 24,582 | Held |
| WalmartWMT | 0.5% | $4m | 30,953 | Held |
| Ishares TREFV | 0.4% | $3m | 41,517 | Held |
| CaterpillarCAT | 0.4% | $3m | 2,965 | Held |
| Vaneck ETF TrustHYD | 0.4% | $3m | 61,014 | -5% |
| Vanguard Tax-Managed FDSVEA | 0.4% | $3m | 39,261 | Held |
| Ishares TRIWS | 0.4% | $3m | 16,336 | -3% |
| VisaV | 0.3% | $3m | 7,672 | -3% |
| Vanguard Index FDSVTI | 0.3% | $3m | 6,818 | Held |
| Invesco QQQ TRQQQ | 0.3% | $2m | 3,346 | -3% |
| Lam ResearchLRCX | 0.3% | $2m | 5,567 | -9% |
| Verizon CommunicationsVZ | 0.3% | $2m | 56,412 | +7% |
| Vanguard Scottsdale FDSVCIT | 0.3% | $2m | 28,801 | Held |
| Air Products & ChemicalsAPD | 0.3% | $2m | 7,909 | +19% |
| Advanced Micro DevicesAMD | 0.3% | $2m | 3,987 | +8% |
| AT&TT | 0.3% | $2m | 111,883 | +9% |
| AbbVieABBV | 0.3% | $2m | 9,119 | Held |
| Omnicom GroupOMC | 0.3% | $2m | 29,831 | +10% |
| ChevronCVX | 0.3% | $2m | 13,050 | Held |
| NetAppNTAP | 0.3% | $2m | 13,372 | +8% |
| IntelINTC | 0.3% | $2m | 14,655 | Held |
| McDonald'sMCD | 0.3% | $2m | 7,363 | -2% |
| Mondelez InternationalMDLZ | 0.3% | $2m | 34,301 | +13% |
| Eversource EnergyES | 0.3% | $2m | 27,034 | +26% |
| Schwab Strategic TRSCHD | 0.3% | $2m | 61,335 | +8% |
| Ishares TREFG | 0.3% | $2m | 15,338 | +2% |
| Ishares TRAGG | 0.2% | $2m | 18,785 | -12% |
| Vanguard Specialized FundsVIG | 0.2% | $2m | 7,591 | +7% |
| PaychexPAYX | 0.2% | $2m | 18,208 | +19% |
| Coca-ColaKO | 0.2% | $2m | 21,802 | Held |
| EatonETN | 0.2% | $2m | 4,135 | Held |
| TJX CompaniesTJX | 0.2% | $2m | 11,557 | Held |
| Franklin TempletonBEN | 0.2% | $2m | 51,976 | +18% |
| Price T Rowe GroupTROW | 0.2% | $2m | 15,138 | +24% |
| Taiwan Semiconductor ManufacturingTSM | 0.2% | $2m | 3,559 | -5% |
| Brown & BrownBRO | 0.2% | $2m | 26,188 | Held |
Showing the largest 100 of 267.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 17.8% since 30 June 2025.
Where the money is
Technology23.3%
Financial services10.1%
Health care7.4%
Industrials7.2%
Everyday goods7.1%
Media & telecom6.7%
Retail & consumer5.3%
Materials1.6%
Utilities1.5%
Energy1.0%
Real estate0.6%
Other28.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.