Ironwood Investment Management
BOSTON, MAfiles as IRONWOOD INVESTMENT MANAGEMENT LLC
$289m in 177 US stocks at the end of 30 June 2026. The top 10 are 30.8% of the money. It changed about 11.0% of the portfolio this quarter.
Value
$289m
Stocks
177
Top 10 share
30.8%
Turnover
11.0%
What changed this quarter
New
Bought for the first time this quarter.
- HNIHNI0.7% of the fund
- Texas Pacific LandTPL0.5% of the fund
- Astronics Corp CL BATROB0.2% of the fund
- Replimune GroupREPL<0.1% of the fund
- DeereDE<0.1% of the fund
- Johnson Matthey Spon<0.1% of the fund
- MSILF Treasury Port Inst.MISXX<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVTI7.2% of the fund+4%
- Ishares TREFA4.7% of the fund+5%
- Ishares TRSHV2.6% of the fund+5%
- Ishares TRIWV1.8% of the fund+8%
- Vanguard Intl Equity Index FVWO1.5% of the fund+6%
- ImpinjPI1.2% of the fund+2%
- Super Micro ComputerSMCI1.1% of the fund+4%
- Commercial Vehicle GroupCVGI1.1% of the fund+6%
- Franco NevadaFNV0.7% of the fund+8%
- Schwab Strategic TRSCHE0.7% of the fund+32%
- Goosehead InsuranceGSHD0.6% of the fund+90%
- Pagaya TechnologiesPGY0.6% of the fund+5%
- Goodyear Tire & RubberGT0.6% of the fund+10%
- Porch GroupPRCH0.6% of the fund+3%
- NCR VoyixVYX0.4% of the fund+35%
- AmerescoAMRC0.4% of the fund+85%
- Aspen AerogelsASPN0.4% of the fund+8%
- TranscatTRNS0.4% of the fund+69%
- LSB IndustriesLXU0.3% of the fund+8%
- Ishares TREDEN0.3% of the fund+63%
- Remy Cointreau S A Unsponsored ADRREMYY0.2% of the fund+131%
- SPS CommerceSPSC0.2% of the fund+11%
- Markel GroupMKL0.2% of the fund+68%
- ZoetisZTS0.2% of the fund+3%
- TennantTNC0.2% of the fund+3%
Cut
Sold some of their stake.
- VicorVICR3.3% of the fund-17%
- CitigroupC1.6% of the fund-6%
- Mercury SystemsMRCY1.5% of the fund-3%
- ASML Holding NVASML1.3% of the fund-6%
- CoherentCOHR1.2% of the fund-26%
- Koppers HoldingsKOP0.9% of the fund-2%
- SM EnergySM0.7% of the fund-14%
- AlphabetGOOGL0.6% of the fund-15%
- Teledyne TechnologiesTDY0.5% of the fund-16%
- PfizerPFE0.5% of the fund-6%
- Cantor Equity Partners II IN0.5% of the fund-24%
- MicrosoftMSFT0.4% of the fund-13%
- FastenalFAST0.4% of the fund-16%
- Automatic Data ProcessingADP0.3% of the fund-16%
- VisaV0.3% of the fund-16%
- Goldman Sachs GroupGS0.3% of the fund-11%
- DanaherDHR0.3% of the fund-16%
- Novo Nordisk A SNVO0.3% of the fund-16%
- Otis WorldwideOTIS0.2% of the fund-16%
- Costco WholesaleCOST0.2% of the fund-17%
- S&P GlobalSPGI0.2% of the fund-16%
- Wheaton Precious MetalsWPM0.2% of the fund-16%
- Ishares TRSGOV0.1% of the fund-39%
- IntelINTC<0.1% of the fund-77%
Sold out
Sold their entire stake.
- TRI Pointe Homes-100%
- Intercontinental ExchangeICE-100%
- SunoptaSTKL-100%
- Kalvista Pharmaceuticals-100%
- Western DigitalWDC-100%
- Northern Oil & GasNOG-100%
- SandiskSNDK-100%
- Expand EnergyEXE-100%
- TargetTGT-100%
Holdings
- Vanguard Index FDSVTI
- Share
- 7.2%
- Value
- $21m
- Shares
- 56,505
+4%
- Ishares TREFA
- Share
- 4.7%
- Value
- $14m
- Shares
- 131,779
+5%
- Ishares TRSHV
- Share
- 2.6%
- Value
- $7m
- Shares
- 67,806
+5%
- Ishares TRIWV
- Share
- 1.8%
- Value
- $5m
- Shares
- 12,154
+8%
- Vanguard Intl Equity Index FVWO
- Share
- 1.5%
- Value
- $4m
- Shares
- 72,554
+6%
- Fidelity Total Market IndexFSKAX
- Share
- 0.9%
- Value
- $3m
- Shares
- 12,965
Held
- Ishares TRIWM
- Share
- 0.8%
- Value
- $2m
- Shares
- 7,231
Held
- Franco NevadaFNV
- Share
- 0.7%
- Value
- $2m
- Shares
- 10,018
+8%
- Schwab Strategic TRSCHE
- Share
- 0.7%
- Value
- $2m
- Shares
- 52,159
+32%
- Cantor Equity Partners II IN
- Share
- 0.5%
- Value
- $1m
- Shares
- 102,607
-24%
- Ishares TREDEN
- Share
- 0.3%
- Value
- $798,493
- Shares
- 7,236
+63%
- Vanguard Tax-Managed FDSVTMGX
- Share
- 0.3%
- Value
- $774,986
- Shares
- 33,813
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVTI | 7.2% | $21m | 56,505 | +4% |
| Ishares TREFA | 4.7% | $14m | 131,779 | +5% |
| VicorVICR | 3.3% | $10m | 25,507 | -17% |
| MYR GroupMYRG | 3.1% | $9m | 17,700 | Held |
| Ishares TRSHV | 2.6% | $7m | 67,806 | +5% |
| Dycom IndustriesDY | 2.5% | $7m | 14,125 | Held |
| TTM TechnologiesTTMI | 2.1% | $6m | 32,331 | Held |
| Extreme NetworksEXTR | 1.8% | $5m | 161,853 | Held |
| Ishares TRIWV | 1.8% | $5m | 12,154 | +8% |
| CytokineticsCYTK | 1.7% | $5m | 56,589 | Held |
| CitigroupC | 1.6% | $5m | 33,462 | -6% |
| BridgeBio PharmaBBIO | 1.6% | $5m | 61,163 | Held |
| Mercury SystemsMRCY | 1.5% | $4m | 36,457 | -3% |
| Vanguard Intl Equity Index FVWO | 1.5% | $4m | 72,554 | +6% |
| Group 1 AutomotiveGPI | 1.5% | $4m | 14,627 | Held |
| Arrow ElectronicsARW | 1.4% | $4m | 19,295 | Held |
| Somnigroup InternationalSGI | 1.3% | $4m | 47,124 | Held |
| ASML Holding NVASML | 1.3% | $4m | 1,847 | -6% |
| CoherentCOHR | 1.2% | $4m | 9,063 | -26% |
| GriffonGFF | 1.2% | $3m | 34,647 | Held |
| Tutor PeriniTPC | 1.2% | $3m | 40,160 | Held |
| ImpinjPI | 1.2% | $3m | 23,262 | +2% |
| General MotorsGM | 1.1% | $3m | 42,500 | Held |
| Super Micro ComputerSMCI | 1.1% | $3m | 108,638 | +4% |
| Commercial Vehicle GroupCVGI | 1.1% | $3m | 677,040 | +6% |
| Watts Water TechnologiesWTS | 1.0% | $3m | 7,210 | Held |
| Fidelity Total Market IndexFSKAX | 0.9% | $3m | 12,965 | Held |
| Barrett Business ServicesBBSI | 0.9% | $3m | 74,741 | Held |
| Koppers HoldingsKOP | 0.9% | $3m | 58,116 | -2% |
| Cisco SystemsCSCO | 0.9% | $3m | 22,200 | Held |
| Williams SonomaWSM | 0.9% | $3m | 10,926 | Held |
| MckessonMCK | 0.9% | $2m | 3,305 | Held |
| AstronicsATRO | 0.8% | $2m | 29,430 | Held |
| PegasystemsPEGA | 0.8% | $2m | 78,843 | Held |
| Darling IngredientsDAR | 0.8% | $2m | 42,464 | Held |
| NPK InternationalNPKI | 0.8% | $2m | 140,567 | Held |
| Ishares TRIWM | 0.8% | $2m | 7,231 | Held |
| Onto InnovationONTO | 0.7% | $2m | 5,691 | Held |
| SM EnergySM | 0.7% | $2m | 81,890 | -14% |
| HNIHNI | 0.7% | $2m | 52,031 | New |
| Franco NevadaFNV | 0.7% | $2m | 10,018 | +8% |
| FreshpetFRPT | 0.7% | $2m | 35,193 | Held |
| KohlsKSS | 0.7% | $2m | 112,800 | Held |
| Hanover Insurance GroupTHG | 0.7% | $2m | 9,232 | Held |
| Aurinia PharmaceuticalsAUPH | 0.7% | $2m | 113,387 | Held |
| Schwab Strategic TRSCHE | 0.7% | $2m | 52,159 | +32% |
| Goosehead InsuranceGSHD | 0.6% | $2m | 38,750 | +90% |
| KopinKOPN | 0.6% | $2m | 413,323 | Held |
| Pagaya TechnologiesPGY | 0.6% | $2m | 98,735 | +5% |
| Steven MaddenSHOO | 0.6% | $2m | 41,822 | Held |
| Goodyear Tire & RubberGT | 0.6% | $2m | 263,000 | +10% |
| Evolv Technologies HoldingsEVLV | 0.6% | $2m | 292,692 | Held |
| Porch GroupPRCH | 0.6% | $2m | 111,582 | +3% |
| International Business MachinesIBM | 0.6% | $2m | 5,944 | Held |
| CabotCBT | 0.6% | $2m | 17,998 | Held |
| AlphabetGOOGL | 0.6% | $2m | 4,562 | -15% |
| Teledyne TechnologiesTDY | 0.5% | $2m | 2,320 | -16% |
| PfizerPFE | 0.5% | $1m | 60,832 | -6% |
| ACI WorldwideACIW | 0.5% | $1m | 28,813 | Held |
| BeldenBDC | 0.5% | $1m | 11,751 | Held |
| Cantor Equity Partners II IN | 0.5% | $1m | 102,607 | -24% |
| Texas Pacific LandTPL | 0.5% | $1m | 3,126 | New |
| Denali TherapeuticsDNLI | 0.5% | $1m | 52,080 | Held |
| UFP IndustriesUFPI | 0.5% | $1m | 14,724 | Held |
| MicrosoftMSFT | 0.4% | $1m | 3,461 | -13% |
| Zeta Global HoldingsZETA | 0.4% | $1m | 64,465 | Held |
| ProgressivePGR | 0.4% | $1m | 5,699 | Held |
| Huntington BancsharesHBAN | 0.4% | $1m | 69,851 | Held |
| Beacon FinancialBBT | 0.4% | $1m | 40,337 | Held |
| NCR AtleosNATL | 0.4% | $1m | 27,908 | Held |
| Kornit DigitalKRNT | 0.4% | $1m | 73,700 | Held |
| FastenalFAST | 0.4% | $1m | 24,774 | -16% |
| NCR VoyixVYX | 0.4% | $1m | 143,420 | +35% |
| Pinnacle Financial PartnersPNFP | 0.4% | $1m | 11,327 | Held |
| AmerescoAMRC | 0.4% | $1m | 41,372 | +85% |
| Aspen AerogelsASPN | 0.4% | $1m | 179,301 | +8% |
| TranscatTRNS | 0.4% | $1m | 12,168 | +69% |
| Avidia BancorpAVBC | 0.4% | $1m | 53,642 | Held |
| Callaway GolfCALY | 0.4% | $1m | 56,795 | Held |
| JPMorgan ChaseJPM | 0.4% | $1m | 3,154 | Held |
| LSB IndustriesLXU | 0.3% | $994,152 | 91,966 | +8% |
| Fifth Third BancorpFITB | 0.3% | $980,725 | 17,398 | Held |
| Automatic Data ProcessingADP | 0.3% | $980,005 | 4,376 | -16% |
| VisaV | 0.3% | $972,317 | 2,834 | -16% |
| Anika TherapeuticsANIK | 0.3% | $958,309 | 65,503 | Held |
| General ElectricGE | 0.3% | $939,191 | 2,513 | Held |
| indie SemiconductorINDI | 0.3% | $933,817 | 207,977 | Held |
| Braemar Hotels & ResortsBHR | 0.3% | $931,919 | 431,444 | Held |
| Old Republic InternationalORI | 0.3% | $910,102 | 22,241 | Held |
| Carriage ServicesCSV | 0.3% | $899,763 | 23,468 | Held |
| Compass Minerals InternationalCMP | 0.3% | $899,190 | 28,885 | Held |
| TrimasTRS | 0.3% | $840,935 | 18,675 | Held |
| ZscalerZS | 0.3% | $833,632 | 5,906 | Held |
| Ishares TREDEN | 0.3% | $798,493 | 7,236 | +63% |
| Goldman Sachs GroupGS | 0.3% | $797,971 | 789 | -11% |
| Trico BancsharesTCBK | 0.3% | $786,802 | 14,611 | Held |
| DanaherDHR | 0.3% | $786,492 | 4,129 | -16% |
| SalesforceCRM | 0.3% | $782,360 | 4,994 | Held |
| Vanguard Tax-Managed FDSVTMGX | 0.3% | $774,986 | 33,813 | Held |
| Novo Nordisk A SNVO | 0.3% | $769,821 | 16,058 | -16% |
Showing the largest 100 of 177.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 40.7% since 30 June 2025.
Where the money is
Technology22.4%
Industrials19.8%
Financial services9.8%
Retail & consumer9.0%
Health care7.5%
Materials4.0%
Everyday goods2.2%
Energy1.3%
Media & telecom0.8%
Real estate0.3%
Utilities0.1%
Other22.7%
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.