Latest IRONWOOD INVESTMENT MANAGEMENT LLC Stock Portfolio

IRONWOOD INVESTMENT MANAGEMENT LLC Performance:

2025 Q4: 1.95%YTD: 16.15%2024: 12.05%

Performance for 2025 Q4 is 1.95%, and YTD is 16.15%, and 2024 is 12.05%.

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

On 2026-02-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, IRONWOOD INVESTMENT MANAGEMENT LLC reported an equity portfolio of $237.8 Millions as of 31 Dec, 2025.

The top stock holdings of IRONWOOD INVESTMENT MANAGEMENT LLC are VB, IJR, AAXJ. The fund has invested 7.1% of it's portfolio in VANGUARD TOTAL STOCK MARKET ET and 4.9% of portfolio in MSCI EAFE.

The fund managers got completely rid off PINNACLE FINANCIAL PARTNERS, I (PNFP), VANGUARD FTSE EUROPE ETF (VEU) and WESTGOLD RESOURCES LTD. stocks. They significantly reduced their stock positions in BABCOCK & WILCOX ENTERPRISES, (BW), CATERPILLAR INC (CAT) and AGNICO EAGLE MINES LTD COM (AEM). IRONWOOD INVESTMENT MANAGEMENT LLC opened new stock positions in PINNACLE FINANCIAL PARTNERS, I, CARRIAGE SERVICES INC. (CSV) and PORCH GROUP INC. (PRCH). The fund showed a lot of confidence in some stocks as they added substantially to ANIKA THERAPEUTICS, INC. (ANIK), ISHARES SHORT TREASURY BOND ET (AAXJ) and AMERICAN VANGUARD CORP (AVD).

IRONWOOD INVESTMENT MANAGEMENT LLC Annual Return Estimates Vs S&P 500

Our best estimate is that IRONWOOD INVESTMENT MANAGEMENT LLC made a return of 1.95% in the last quarter. In trailing 12 months, it's portfolio return was 16.15%.

Performance
S&P 500

New Buys

Ticker	$ Bought
pinnacle financial partners, i	1,080,710
carriage services inc.	992,696
westgold resources ltd.	527,983
porch group inc.	453,487
azenta, inc.	411,326
transcat inc.	410,782
nuveen large cap value index f	251,289
western digital corp	213,615

New stocks bought by IRONWOOD INVESTMENT MANAGEMENT LLC

Additions

Ticker	% Inc.
anika therapeutics, inc.	132
ishares short treasury bond et	70.81
american vanguard corp	42.15
sm energy company	41.78
danaher	35.97
remy martin sa unsponsored adr	32.39
ishares russell 1000 growth et	27.59
s&p global inc.	20.85

Additions to existing portfolio by IRONWOOD INVESTMENT MANAGEMENT LLC

Reductions

Ticker	% Reduced
babcock & wilcox enterprises,	-76.13
caterpillar inc	-50.00
agnico eagle mines ltd com	-38.25
impinj, inc.	-27.02
cisco systems inc	-25.17
legg mason wa us tsy res inst	-21.18
quanterix corp	-11.2
citigroup inc new	-9.65

IRONWOOD INVESTMENT MANAGEMENT LLC reduced stake in above stock

Sold off

Ticker	$ Sold
westgold resources ltd.	-365,033
inspiremd, inc.	-148,405
irobot corporation	-204,612
alta equipment group inc.	-248,006
newell co	-145,944
acco brands corp	-106,880
msilf treasury port inst.	-20,720
pinnacle financial partners, i	-1,062,360

IRONWOOD INVESTMENT MANAGEMENT LLC got rid off the above stocks

Sector Distribution

IRONWOOD INVESTMENT MANAGEMENT LLC has about 30% of it's holdings in Others sector.

Sector	%
Others	30
Technology	19.4
Industrials	14.2
Consumer Cyclical	11
Healthcare	8.8
Financial Services	8
Basic Materials	2.6
Consumer Defensive	2.5
Energy	1.8
Communication Services	1.1

Market Cap. Distribution

IRONWOOD INVESTMENT MANAGEMENT LLC has about 29.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	30
MID-CAP	27.8
LARGE-CAP	21.6
SMALL-CAP	9.9
MEGA-CAP	7.7
MICRO-CAP	2.6

Stocks belong to which Index?

About 56.9% of the stocks held by IRONWOOD INVESTMENT MANAGEMENT LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	43.1
RUSSELL 2000	38.4
S&P 500	18.5

Top 5 Winners (%)		%
VICR	vicor corp	120.3 %
BW	babcock & wilcox enterprises,	73.5 %
COHR	coherent corp	71.3 %
BBIO	bridgebio pharma inc.	47.2 %
AUPH	aurinia pharmaceuticals	44.3 %

Top 5 Winners ($)		$
VICR	vicor corp	1.9 M
BBIO	bridgebio pharma inc.	1.5 M
COHR	coherent corp	0.9 M
GM	general mtrs corp	0.9 M
DY	dycom industries inc	0.7 M

Top 5 Losers (%)		%
ASPN	aspen aerogels, inc.	-57.8 %
EVH	evolent health, inc.	-51.5 %
DLTH	duluth holdings inc	-46.3 %
CBRL	cracker barrel	-42.1 %
SMCI	super micro computer, inc.	-38.9 %

Top 5 Losers ($)		$
SMCI	super micro computer, inc.	-2.0 M
GPI	group 1 automotive	-0.7 M
BBSI	barrett business services inc.	-0.6 M
ASPN	aspen aerogels, inc.	-0.5 M
PGY	pagaya technologies ltd.	-0.5 M

IRONWOOD INVESTMENT MANAGEMENT LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of IRONWOOD INVESTMENT MANAGEMENT LLC

IRONWOOD INVESTMENT MANAGEMENT LLC has 172 stocks in it's portfolio. About 29.6% of the portfolio is in top 10 stocks. SMCI proved to be the most loss making stock for the portfolio. VICR was the most profitable stock for IRONWOOD INVESTMENT MANAGEMENT LLC last quarter.

Last Reported on: 12 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple computer	0.21	1,836	499,135	unchanged	0.00

AAXJ	ishares short treasury bond et	2.91	62,917	6,930,310	added	70.81

ACCO	acco brands corp	0.00	0.00	0.00	sold off	-100

ACIW	aci worldwide, inc	0.58	29,004	1,386,680	reduced	-0.13

ADP	auto data processing	0.59	5,484	1,410,650	added	0.31

AEM	agnico eagle mines ltd com	0.35	4,881	827,476	reduced	-38.25

AES	a e s corp	0.10	17,253	247,408	unchanged	0.00

ALTG	alta equipment group inc.	0.00	0.00	0.00	sold off	-100

AMRC	ameresco, inc.	0.28	22,531	659,933	reduced	-1.04

ANIK	anika therapeutics, inc.	0.26	65,610	630,512	added	132

APAM	artisan partners asset mgmt	0.23	13,286	541,272	reduced	-0.2

ARW	arrow electronics	1.01	21,895	2,412,390	reduced	-4.78

ASML	asml holding n.v.	0.72	1,607	1,719,260	added	5.1

ASPN	aspen aerogels, inc.	0.15	127,460	360,712	reduced	-5.14

ASYS	amtech systems, inc.	0.14	27,537	345,589	reduced	-0.2

ATRO	astronics corporation	0.68	29,793	1,615,970	reduced	-0.24

AUPH	aurinia pharmaceuticals	0.77	114,620	1,828,190	reduced	-0.21

AVD	american vanguard corp	0.09	55,056	210,314	added	42.15

AZTA	azenta, inc.	0.17	12,367	411,326	new

BA	boeing company	0.16	1,766	383,434	unchanged	0.00