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Latest IRONWOOD INVESTMENT MANAGEMENT LLC Stock Portfolio

$190Million

Equity Portfolio Value

Last Reported on: 14 Feb, 2024

About IRONWOOD INVESTMENT MANAGEMENT LLC and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, IRONWOOD INVESTMENT MANAGEMENT LLC reported an equity portfolio of $190.3 Millions as of 31 Dec, 2023.

The top stock holdings of IRONWOOD INVESTMENT MANAGEMENT LLC are VOO, SMCI, AGG. The fund has invested 5.2% of it's portfolio in VANGUARD TOTAL STOCK MARKET ET and 4.5% of portfolio in SUPER MICRO COMPUTER, INC.

The fund managers got completely rid off ORACLE CORPORATION (ORCL), PURPLE INNOVATION (PRPL) and SMILE DIRECT CLUB (SDC) stocks. They significantly reduced their stock positions in LEGG MASON WA US TSY RES INST, GOLDMAN SACHS GROUP (GS) and CISCO SYSTEMS INC (CSCO). IRONWOOD INVESTMENT MANAGEMENT LLC opened new stock positions in NCR ATLEOS CORP., AMERESCO, INC. (AMRC) and ISHARES RUSSELL 2000 (AGG). The fund showed a lot of confidence in some stocks as they added substantially to PITNEY BOWES INC (PBI), UNISYS CORP (UIS) and LSB INDUSTRIES (LXU).

New Buys

Ticker	$ Bought
NCR ATLEOS CORP.	625,953
AMERESCO, INC.	454,908
ISHARES RUSSELL 2000	429,720
ANIKA THERAPEUTICS, INC.	312,051
BANK OF AMERICA CORP	244,613
AZENTA, INC.	230,400
CARTESIAN THERAPEUTICS CVR	0.00

New stocks bought by IRONWOOD INVESTMENT MANAGEMENT LLC

Additions

Ticker	% Inc.
PITNEY BOWES INC	100
UNISYS CORP	99.84
LSB INDUSTRIES	93.67
GENERAL MTRS CORP	29.08
TOPGOLF CALLAWAY BRANDS	27.05
VANGUARD TOTAL STOCK MARKET ET	11.35
ISHARES SHORT TREASURY BOND ET	8.38
VANGUARD FTSE EMERGING MARKETS	8.23

Additions to existing portfolio by IRONWOOD INVESTMENT MANAGEMENT LLC

Reductions

Ticker	% Reduced
LEGG MASON WA US TSY RES INST	-44.55
GOLDMAN SACHS GROUP	-27.26
CISCO SYSTEMS INC	-25.52
BARRETT BUSINESS SERVICES INC.	-16.78
BELDEN INC	-14.79
KEZAR LIFE SCIENCES INC.	-12.1
2U INC.	-11.06
SERES THERAPEUTICS	-10.63

IRONWOOD INVESTMENT MANAGEMENT LLC reduced stake in above stock

Sold off

Ticker	$ Sold
SMILE DIRECT CLUB	-24,329
PURPLE INNOVATION	-47,437
ORACLE CORPORATION	-202,837

IRONWOOD INVESTMENT MANAGEMENT LLC got rid off the above stocks

Current Stock Holdings of IRONWOOD INVESTMENT MANAGEMENT LLC

Last Reported on: 14 Feb, 2024

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	APPLE COMPUTER	0.19	1,836	353,485	UNCHANGED	0.00
AAXJ	ISHARES SHORT TREASURY BOND ET	1.89	32,619	3,592,330	ADDED	8.38
ACCO	ACCO BRANDS CORP	0.09	27,608	167,857	REDUCED	-0.93
ACIW	ACI WORLDWIDE, INC	0.51	31,848	974,549	REDUCED	-0.73
ADP	AUTO DATA PROCESSING	0.65	5,281	1,230,320	ADDED	2.72
AEM	AGNICO EAGLE MINES LTD COM	0.22	7,666	420,480	ADDED	2.35
AES	A E S CORP	0.20	19,572	376,761	UNCHANGED	0.00
AGG	MSCI EAFE	4.33	109,324	8,237,560	ADDED	8.2
AGG	ISHARES RUSSELL 3000 ETF	1.31	9,126	2,498,150	ADDED	7.8
AGG	ISHARES RUSSELL 2000	0.23	2,141	429,720	NEW
AGG	RUSSELL 1000 VALUE INDEX FUND	0.16	1,867	308,522	UNCHANGED	0.00
AGG	ISHARES RUSSELL 1000 GROWTH ET	0.14	906	274,672	UNCHANGED	0.00
ALGN	ALIGN TECHNOLOGY	0.12	808	221,392	UNCHANGED	0.00
AMRC	AMERESCO, INC.	0.24	14,364	454,908	NEW
ANIK	ANIKA THERAPEUTICS, INC.	0.16	13,771	312,051	NEW
APAM	ARTISAN PARTNERS ASSET MGMT	0.32	13,795	609,463	REDUCED	-0.61
ARW	ARROW ELECTRONICS	1.51	23,590	2,883,880	REDUCED	-7.02
ASYS	AMTECH SYSTEMS, INC.	0.06	27,991	117,562	REDUCED	-1.96
AUPH	AURINIA PHARMACEUTICALS	0.45	95,349	857,188	REDUCED	-0.67
AYI	ACUITY BRANDS	0.20	1,892	387,538	UNCHANGED	0.00
AZTA	AZENTA, INC.	0.12	3,537	230,400	NEW
B	BARNES GROUP INC	0.25	14,640	477,703	REDUCED	-3.3
BAC	BANK OF AMERICA CORP	0.13	7,265	244,613	NEW
BANC	BANC OF CALIFORNIA, INC	0.25	34,825	467,700	REDUCED	-3.78
BBIO	BRIDGEBIO PHARMA INC.	1.37	64,504	2,604,030	REDUCED	-0.05
BBSI	BARRETT BUSINESS SERVICES INC.	1.92	31,585	3,657,540	REDUCED	-16.78
BDC	BELDEN INC	0.64	15,651	1,209,040	REDUCED	-14.79
BECN	BEACON ROOFING SUPPLY	1.19	25,908	2,254,510	REDUCED	-0.17
BHLB	BERKSHIRE HILLS BANCORP	0.20	15,426	383,028	REDUCED	-1.88
BHR	BRAEMAR HOTELS RESORTS	0.54	409,782	1,024,460	ADDED	7.74
BK	BANK OF NY MELLON CP NEW	0.13	4,847	252,286	UNCHANGED	0.00
BMY	BRISTOL-MYERS SQUIBB CO	0.17	6,239	320,123	UNCHANGED	0.00
BW	BABCOCK & WILCOX ENTERPRISES,	0.06	79,714	116,382	REDUCED	-6.87
C	CITIGROUP INC NEW	0.52	19,322	993,924	ADDED	1.78
CALT	CALLIDITAS THERAPEUTICS AB	0.34	25,435	654,799	REDUCED	-4.69
CAR	AVIS BUDGET GROUP INC	0.11	1,224	216,966	UNCHANGED	0.00
CARG	CAR GURU, INC.	0.14	11,230	271,317	REDUCED	-0.97
CAT	CATERPILLAR INC	0.22	1,400	413,938	UNCHANGED	0.00
CBRL	CRACKER BARREL	0.22	5,450	420,086	UNCHANGED	0.00
CBT	CABOT CORP	0.73	16,617	1,387,520	REDUCED	-0.94
CHD	CHURCH & DWIGHT CO INC	0.46	9,318	881,110	ADDED	2.08
CKPT	CHECKPOINT THERAPEUTICS	0.01	11,683	26,754	REDUCED	-8.73
CMTL	COMTECH TELECOMMUNICATIONS	0.17	38,700	326,241	REDUCED	-3.23
COHR	COHERENT CORP	0.30	13,339	580,647	REDUCED	-0.67
COLB	COLUMBIA BANKING SYSTEMS	0.65	46,373	1,237,230	REDUCED	-1.3
CRI	CARTERS INC	0.33	8,401	629,151	REDUCED	-0.51
CRM	SALESFORCE.COM INC	0.80	5,786	1,522,530	REDUCED	-1.28
CSCO	CISCO SYSTEMS INC	0.50	18,893	954,452	REDUCED	-25.52
CVGI	COMMERCIAL VEHICLE GROUP	1.83	496,965	3,483,720	ADDED	4.19
CYTK	CYTOKINETICS INC	2.70	61,629	5,145,400	REDUCED	-0.76
DAR	DARLING INGREDIENTS, INC.	1.21	46,008	2,293,040	REDUCED	-2.06
DE	DEERE & CO	0.23	1,102	440,657	UNCHANGED	0.00
DHR	DANAHER	0.45	3,678	850,869	REDUCED	-9.3
DLTH	DULUTH HOLDINGS INC	0.11	38,915	209,363	REDUCED	-3.32
DNLI	DENALI THERAPEUTICS	0.20	17,938	384,949	REDUCED	-0.87
DRRX	DURECT CORP	0.06	195,517	115,355	REDUCED	-5.21
DY	DYCOM INDUSTRIES INC	0.93	15,362	1,768,010	REDUCED	-2.05
EGIO	EDGIO, INC.	0.04	235,159	80,542	REDUCED	-9.97
ELY	TOPGOLF CALLAWAY BRANDS	0.44	57,937	830,817	ADDED	27.05
EMBC	EMBECTA CORP.	0.22	21,584	408,585	ADDED	2.42
EMR	EMERSON ELECTRIC COMPANY	0.15	3,000	291,990	REDUCED	-7.69
ENOV	ENOVIS CORPORATION	0.19	6,390	357,967	ADDED	2.4
EVBG	EVERBRIDGE	0.34	26,772	650,827	REDUCED	-3.09
EXTR	EXTREME NETWORKS INC.	1.05	113,518	2,002,460	REDUCED	-0.39
FAST	FASTENAL CO COM	0.51	14,965	969,283	ADDED	2.38
FITB	FIFTH THIRD BANCORP COM	0.49	26,898	927,712	REDUCED	-1.82
FLR	FLUOR	0.12	5,968	233,767	UNCHANGED	0.00
FNDA	SCHWAB EMERGING MRKETS EQUITY	0.13	9,640	238,976	UNCHANGED	0.00
FNV	FRANCO-NEVADA	0.38	6,553	726,138	REDUCED	-1.58
FRPT	FRESHPET INC.	1.68	36,936	3,204,570	ADDED	0.11
FTV	FORTIVE CORP	0.17	4,370	321,763	ADDED	3.41
GE	GENERAL ELECTRIC COMPANY	0.19	2,778	354,560	UNCHANGED	0.00
GEOS	GEOSPACE TECHNOLOGIES	0.26	38,356	497,094	REDUCED	-0.57
GFF	GRIFFON CORP	1.50	46,895	2,858,250	REDUCED	-1.68
GM	GENERAL MTRS CORP	0.75	39,500	1,418,840	ADDED	29.08
GOOG	ALPHABET INC., CLASS A	0.24	3,292	459,859	ADDED	2.08
GPI	GROUP 1 AUTOMOTIVE	3.12	19,477	5,935,420	REDUCED	-0.76
GS	GOLDMAN SACHS GROUP	0.30	1,489	574,412	REDUCED	-27.26
GT	GOODYEAR TIRE & RUBBER	0.10	14,000	200,480	UNCHANGED	0.00
HBM	HUDBAY MINERALS	0.07	22,862	126,198	UNCHANGED	0.00
HPE	HEWLETT PACKARD ENTERPRISE CO.	0.10	11,744	199,413	UNCHANGED	0.00
HPQ	HP INC.	0.20	12,494	375,944	UNCHANGED	0.00
IBM	INTL BUSINESS MACHINES	0.56	6,560	1,072,890	REDUCED	-5.26
IMGN	IMMUNOGEN, INC.	2.72	174,540	5,175,110	REDUCED	-0.06
INTC	INTEL CORP	0.24	9,153	459,938	UNCHANGED	0.00
JNJ	JOHNSON & JOHNSON	0.20	2,368	371,160	UNCHANGED	0.00
JPM	JPMORGAN CHASE & CO	0.66	7,338	1,248,190	UNCHANGED	0.00
KOP	KOPPERS HOLDINGS INC.	2.40	89,256	4,571,690	REDUCED	-0.89
KSS	KOHLS	1.21	80,300	2,303,000	REDUCED	-0.56
KZR	KEZAR LIFE SCIENCES INC.	0.01	25,148	23,825	REDUCED	-12.1
LPSN	LIVEPERSON	0.05	24,632	93,355	REDUCED	-9.2
LXU	LSB INDUSTRIES	0.41	83,792	780,104	ADDED	93.67
MCK	MCKESSON CORPORATION	0.94	3,885	1,798,680	REDUCED	-0.26
MCRB	SERES THERAPEUTICS	0.03	40,593	56,830	REDUCED	-10.63
MEI	METHODE ELECTRONICS INC.	0.35	29,585	672,467	REDUCED	-2.81
META	META PLATFORMS, INC.	0.15	814	288,123	UNCHANGED	0.00
MKC	MCCORMICK & CO INC COM NON VTG	0.37	10,282	703,494	ADDED	2.44
MNTX	MANITEX INTERNATIONAL	0.41	89,993	786,539	REDUCED	-0.24
MQ	MARQETA, INC.	0.10	25,857	180,482	REDUCED	-3.11
MRCY	MERCURY SYSTEMS	0.73	38,089	1,392,920	REDUCED	-1.13
MRK	MERCK & CO INC NEW	0.21	3,671	400,212	UNCHANGED	0.00
MSFT	MICROSOFT CORP	1.01	5,096	1,916,460	ADDED	1.39
MYRG	MYR GROUP	1.42	18,692	2,703,420	REDUCED	-1.15
NCR	NCR VOYIX CORP.	0.46	51,545	871,626	REDUCED	-0.96
NFBK	NORTHFIELD BANCORP	0.10	15,215	191,405	REDUCED	-0.22
NOG	NORTHERN OIL AND GAS, INC.	0.13	6,740	249,852	UNCHANGED	0.00
NR	NEWPARK RESOURCES INC	0.18	52,078	345,798	REDUCED	-0.62
NVO	NOVO-NORDISK A/S	1.05	19,301	1,996,690	ADDED	2.45
ORCL	ORACLE CORPORATION	0.00	0.00	0.00	SOLD OFF	-100
ORI	OLD REPUBLIC INTL CORP	0.38	24,620	723,828	REDUCED	-1.1
OTIS	OTIS WORLDWIDE CORP	0.57	12,158	1,087,780	ADDED	2.37
PBI	PITNEY BOWES INC	0.21	89,024	391,706	ADDED	100
PEGA	PEGASYSTEMS INC	1.09	42,491	2,076,110	REDUCED	-1.19
PEP	PEPSICO INCORPORATED	0.28	3,194	542,469	UNCHANGED	0.00
PFE	PFIZER INCORPORATED	0.46	30,615	881,406	REDUCED	-2.24
PGR	PROGRESSIVE CORP OHIO	0.64	7,673	1,222,160	REDUCED	-2.23
PI	IMPINJ, INC.	1.19	25,064	2,256,510	REDUCED	-1.28
PNFP	PINNACLE FINANCIAL PARTNERS, I	0.52	11,327	987,941	REDUCED	-2.16
PRFT	PERFICIENT INC	1.66	47,991	3,158,770	REDUCED	-0.37
PRPL	PURPLE INNOVATION	0.00	0.00	0.00	SOLD OFF	-100
QRVO	QORVO INC.	0.44	7,493	843,787	REDUCED	-0.33
RBBN	RIBBON COMMUNICATIONS	0.03	18,866	54,711	REDUCED	-2.04
SAVE	SPIRIT AIRLINES INC.	0.23	27,047	443,300	REDUCED	-1.96
SDC	SMILE DIRECT CLUB	0.00	0.00	0.00	SOLD OFF	-100
SELB	CARTESIAN THERAPEUTICS, INC.	0.06	170,626	117,630	REDUCED	-4.75
SELB	CARTESIAN THERAPEUTICS CVR	0.00	172,004	0.00	NEW
SHOO	STEVEN MADDEN LTD	0.77	34,822	1,462,520	REDUCED	-0.77
SM	SM ENERGY COMPANY	0.64	31,690	1,227,040	REDUCED	-7.31
SMAR	SMARTSHEET INC CLASS A	0.28	11,340	542,279	REDUCED	-0.68
SMCI	SUPER MICRO COMPUTER, INC	4.51	30,192	8,582,380	ADDED	5.45
SNOW	SNOWFLAKE INC.	0.24	2,319	461,481	ADDED	2.57
SPGI	S&P GLOBAL INC.	0.19	816	359,464	ADDED	1.49
SPSC	SPS COMMERCE	1.22	11,962	2,318,710	REDUCED	-0.72
SPY	SPDR S&P 500 ETF TRUST	0.13	507	240,982	UNCHANGED	0.00
STKL	SUNOPTA INC F	0.38	132,158	722,904	REDUCED	-4.48
SWN	SOUTHWESTERN ENERGY CO	0.08	23,575	154,416	UNCHANGED	0.00
TCBK	TRICO BANCSHARES	0.35	15,454	664,058	REDUCED	-0.5
TDY	TELEDYNE TECH INC	0.66	2,796	1,247,830	ADDED	2.57
THG	HANOVER INSURANCE GROUP	0.65	10,207	1,239,330	REDUCED	-0.85
TNC	TENNANT CO	0.32	6,565	608,510	REDUCED	-1.07
TPC	TUTOR PERINI CORP	0.29	61,347	558,258	REDUCED	-1.25
TPH	TRI POINTE GROUP, INC.	0.47	25,418	899,797	REDUCED	-0.23
TPX	TEMPUR SEALY INTERNATIONAL INC	1.42	52,889	2,695,750	REDUCED	-0.54
TTEC	TTEC HOLDINGS INC	0.31	27,355	592,783	REDUCED	-1.25
TTMI	TTM TECHNOLOGIES INC	1.55	186,620	2,950,460	REDUCED	-6.94
TWOU	2U INC.	0.01	11,554	14,211	REDUCED	-11.06
UFPI	UFP INDUSTRIES	1.01	15,334	1,925,180	REDUCED	-1.76
UIS	UNISYS CORP	0.18	61,308	344,551	ADDED	99.84
UNFI	UNITED NATURAL FOODS	0.13	15,522	251,922	REDUCED	-6.39
V	VISA CL A	0.47	3,422	890,918	ADDED	2.55
VEA	VANGUARD DEVELOPED MARKETS IND	0.25	31,420	483,876	ADDED	1.3
VEU	VANGUARD FTSE EMERGING MARKETS	1.34	61,974	2,547,130	ADDED	8.23
VICR	VICOR CORP	0.76	32,014	1,438,710	REDUCED	-0.82
VOO	VANGUARD TOTAL STOCK MARKET ET	5.25	42,150	9,998,820	ADDED	11.35
WDAY	WORKDAY	0.38	2,639	728,522	ADDED	2.49
WPM	WHEATON PRECIOUS METALS CORP.	0.19	7,449	367,534	ADDED	3.3
WSFS	WSFS FINANCIAL CORP	0.31	12,735	584,919	UNCHANGED	0.00
WSM	WILLIAMS SONOMA	0.61	5,732	1,156,600	REDUCED	-0.8
WTS	WATTS WATER TECH INC A CLASS A	0.82	7,487	1,559,840	REDUCED	-2.12
ZETA	ZETA GLOBAL HOLDINGS CORP.	0.31	66,386	585,525	REDUCED	-1.78
ZS	ZSCALER INC.	0.50	4,325	958,247	ADDED	0.72
ZTS	ZOETIS INC.	0.84	8,121	1,602,840	ADDED	2.32
	FIDELITY TOTAL MARKET INDEX FU	0.92	13,276	1,749,170	ADDED	1.26
	CADENCE BANK	0.47	29,879	884,120	REDUCED	-0.59
	NCR ATLEOS CORP.	0.33	25,770	625,953	NEW
	LEGG MASON WA US TSY RES INST	0.17	330,071	330,071	REDUCED	-44.55
	AMERICAN FUNDS NEW PERSPECTIVE	0.16	5,422	303,076	ADDED	5.45
	BERKSHIRE HATH CL B	0.13	680	242,529	UNCHANGED	0.00
	FAIRFAX INDIA HOLDINGS	0.09	11,252	173,827	REDUCED	-1.09
	KARORA RESOURCES INC.	0.07	36,248	133,875	UNCHANGED	0.00
	ROLLS ROYCE ADR	0.03	12,730	48,119	REDUCED	-1.77