Grufity logo
Grufity logo

Latest IRONWOOD INVESTMENT MANAGEMENT LLC Stock Portfolio

$239Million– No. of Holdings #179

IRONWOOD INVESTMENT MANAGEMENT LLC Performance:
2026 Q1: -0.31%YTD: -0.31%2025: 16.15%
Performance for 2026 Q1 is -0.31%, and YTD is -0.31%, and 2025 is 16.15%.

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

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, IRONWOOD INVESTMENT MANAGEMENT LLC reported an equity portfolio of $239.8 Millions as of 31 Mar, 2026.

The top stock holdings of IRONWOOD INVESTMENT MANAGEMENT LLC are VB, IJR, AAXJ. The fund has invested 7.2% of it's portfolio in VANGUARD TOTAL STOCK MARKET ET and 5.1% of portfolio in MSCI EAFE.

The fund managers got completely rid off CADENCE BANK (CADE), AGNICO EAGLE MINES LTD COM (AEM) and CHURCH & DWIGHT CO INC (CHD) stocks. They significantly reduced their stock positions in ISHARES RUSSELL 2000 (IJR), WESTGOLD RESOURCES LTD. and HUDBAY MINERALS (HBM). IRONWOOD INVESTMENT MANAGEMENT LLC opened new stock positions in CANTOR EQUITY PARTNERS II INC., HUNTINGTON BANCSHARES (HBAN) and COSTCO (COST). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB EMERGING MRKETS EQUITY (FNDA), REMY MARTIN SA UNSPONSORED ADR and PORCH GROUP INC. (PRCH).
IRONWOOD INVESTMENT MANAGEMENT LLC Equity Portfolio Value
Last Reported on: 15 May, 2026

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

Our best estimate is that IRONWOOD INVESTMENT MANAGEMENT LLC made a return of -0.31% in the last quarter. In trailing 12 months, it's portfolio return was 25.39%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
cantor equity partners ii inc.1,476,800
huntington bancshares1,096,720
costco915,719
goosehead insurance inc.871,629
ishares msci denmark etf464,697
markel corp.359,845
northern oil and gas, inc.272,044
sandisk corporation262,395
New stocks bought by IRONWOOD INVESTMENT MANAGEMENT LLC

Additions

Ticker% Inc.
schwab emerging mrkets equity381
remy martin sa unsponsored adr136
porch group inc.117
resources connection inc.108
beacon financial corporation64.68
pagaya technologies ltd.58.5
extreme networks inc.56.19
unisys corp54.08
Additions to existing portfolio by IRONWOOD INVESTMENT MANAGEMENT LLC

Reductions

Ticker% Reduced
ishares russell 2000-71.56
westgold resources ltd.-64.39
hudbay minerals-54.76
caterpillar inc-35.71
koppers holdings inc.-23.25
ishares 0-3 month treasury bon-13.39
arrow electronics-11.87
sps commerce-8.47
IRONWOOD INVESTMENT MANAGEMENT LLC reduced stake in above stock

Sold off

Ticker$ Sold
cadence bank-1,225,050
burberry group plc-279,746
church & dwight co inc-807,056
agnico eagle mines ltd com-827,476
johnson mathey plc-226,213
oracle corporation-236,036
IRONWOOD INVESTMENT MANAGEMENT LLC got rid off the above stocks

Sector Distribution

IRONWOOD INVESTMENT MANAGEMENT LLC has about 28.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Consumer Cyclical
  • Healthcare
  • Financial Services
  • Consumer Defensive
  • Basic Materials
  • Energy
Sector%
Others28.8
Technology18.7
Industrials14.5
Consumer Cyclical10.1
Healthcare8.7
Financial Services8.6
Consumer Defensive3.2
Basic Materials3.1
Energy2.6

Market Cap. Distribution

IRONWOOD INVESTMENT MANAGEMENT LLC has about 28% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MID-CAP
  • UNALLOCATED
  • LARGE-CAP
  • SMALL-CAP
  • MEGA-CAP
  • MICRO-CAP
Category%
MID-CAP29.1
UNALLOCATED28.8
LARGE-CAP20.7
SMALL-CAP11
MEGA-CAP7.3
MICRO-CAP2.8

Stocks belong to which Index?

About 58.5% of the stocks held by IRONWOOD INVESTMENT MANAGEMENT LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
  • S&P 500
Index%
Others41.6
RUSSELL 200040.8
S&P 50017.7
Top 5 Winners (%)%
CVGI
commercial vehicle group
136.8 %
BW
babcock & wilcox enterprises,
130.9 %
LXU
lsb industries
72.6 %
DAR
darling ingredients, inc.
71.7 %
STKL
sunopta inc f
69.5 %
Top 5 Winners ($)$
VICR
vicor corp
1.6 M
CVGI
commercial vehicle group
1.3 M
MYRG
myr group
1.1 M
DAR
darling ingredients, inc.
1.1 M
SM
sm energy company
1.1 M
Top 5 Losers (%)%
SPT
sprout social, inc.
-49.0 %
QTRX
quanterix corp
-44.3 %
EVH
evolent health, inc.
-41.5 %
PGY
pagaya technologies ltd.
-39.3 %
PI
impinj, inc.
-37.6 %
Top 5 Losers ($)$
PI
impinj, inc.
-1.4 M
PEGA
pegasystems inc
-1.4 M
GPI
group 1 automotive
-0.9 M
KSS
kohls
-0.8 M
VB
vanguard total stock market et
-0.8 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 179 stocks in it's portfolio. About 28.8% of the portfolio is in top 10 stocks. PI 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: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions