Grufity logo
Grufity logo

Latest Ironwood Investment Counsel, LLC Stock Portfolio

$762Million | No. of Holdings #265

Ironwood Investment Counsel, LLC Performance

2026 Q2+7.54%
YTD+3.17%
2025+9.71%

About Ironwood Investment Counsel, LLC and 13F Hedge Fund Stock Holdings

Ironwood Investment Counsel, LLC is a hedge fund based in Scottsdale, AZ. On 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ironwood Investment Counsel, LLC reported an equity portfolio of $762.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Ironwood Investment Counsel, LLC are AAPL, FNDA, MSFT. The fund has invested 4.6% of it's portfolio in APPLE and 4.5% of portfolio in SCHWAB FUNDEMENTAL US SMALL COMPANY ETF. <br><br> The fund managers got completely rid off THE TRADE DESK INC (TTD), PALANTIR TECHNOLOGIES INC (PLTR) and CIENA CORP (CIEN) stocks. They significantly reduced their stock positions in WORKDAY INC CLASS A (WDAY), ADOBE SYSTEMS INC (ADBE) and HUBBELL INC CL B (HUBB). Ironwood Investment Counsel, LLC opened new stock positions in ISHARES CORE DIVIDEND GROWTH ETF (ACWF), HONEYWELL AEROSPACE INC and COLGATE-PALMOLIVE CO (CL). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INFORMATION TECHNOLOGY ETF (VAW), VANGUARD GROWTH ETF (VB) and ISHARES RUSSELL 1000 GROWTH INDEX (IJR).
Ironwood Investment Counsel, LLC Equity Portfolio Value
Last Reported on: 06 Aug, 2026
$762Million
  as of Aug 06, 2026

Ironwood Investment Counsel, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Ironwood Investment Counsel, LLC made a return of 7.54% in the last quarter. In trailing 12 months, it's portfolio return was 12.3%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares core dividend growth etf4,263,490
honeywell aerospace inc660,808
colgate-palmolive co618,852
applied materials inc453,474
formfactor inc319,860
ichor holdings ltd301,920
palo alto networks inc285,433
united rentals inc278,394
New stocks bought by Ironwood Investment Counsel, LLC

Additions

Ticker% Inc.
vanguard information technology etf727
vanguard growth etf458
ishares russell 1000 growth index375
vanguard mid-cap etf296
jpmorgan ultra-short municipal inc etf170
servicenow, inc138
salesforce.com inc77.39
intuit inc71.28
Additions to existing portfolio by Ironwood Investment Counsel, LLC

Reductions

Ticker% Reduced
workday inc class a-93.33
adobe systems inc-89.35
hubbell inc cl b-58.00
lumentum holdings inc-50.61
honeywell international-50.59
williams companies, inc.-41.53
communication services sel sect spdr etf-35.57
targa resources corp-34.29
Ironwood Investment Counsel, LLC reduced stake in above stock

Sold off

Ticker$ Sold
the trade desk inc-2,103,660
sprott physical gold trust-231,068
palantir technologies inc-727,877
nike inc-208,878
zimmer biomet holdings inc.-208,135
consolidated edison-258,503
newmont mining corporation-219,683
conocophillips-208,560
Ironwood Investment Counsel, LLC got rid off the above stocks

Sector Distribution

Ironwood Investment Counsel, LLC has about 29.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Industrials
  • Consumer Defensive
  • Communication Services
  • Consumer Cyclical
  • Basic Materials
  • Utilities
Sector%
Others29.3
Technology23.2
Financial Services10.1
Healthcare8.6
Industrials6.9
Consumer Defensive6.1
Communication Services6
Consumer Cyclical5.3
Basic Materials1.6
Utilities1.4

Market Cap. Distribution

Ironwood Investment Counsel, LLC has about 68.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP36.1
LARGE-CAP32.7
UNALLOCATED29.3
MID-CAP1.1

Stocks belong to which Index?

About 69.1% of the stocks held by Ironwood Investment Counsel, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50069.1
Others30.4
Top 5 Winners (%)%
INTC
intel corporation
216.4 %
MU
micron tech inc
212.7 %
AMD
advanced micro devices
166.2 %
STX
seagate technology plc
146.2 %
KLAC
kla corporation
100.3 %
Top 5 Winners ($)$
KLAC
kla corporation
7.3 M
FNDA
schwab fundemental us small company etf
5.2 M
TER
teradyne, inc.
4.5 M
GOOG
alphabet inc class a
4.4 M
AAPL
apple
4.3 M
Top 5 Losers (%)%
VAW
vanguard information technology etf
-73.1 %
VB
vanguard growth etf
-70.6 %
VB
vanguard mid-cap etf
-61.6 %
IJR
ishares russell 1000 growth index
-59.6 %
ZTS
zoetis inc
-39.0 %
Top 5 Losers ($)$
ACN
accenture plc
-3.9 M
INTU
intuit inc
-2.4 M
VB
vanguard mid-cap etf
-2.1 M
LMT
lockheed martin corp
-1.7 M
VAW
vanguard information technology etf
-1.5 M

Ironwood Investment Counsel, LLC Holdings Map

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

Current Stock Holdings of Ironwood Investment Counsel, LLC

Ironwood Investment Counsel, LLC has 265 stocks in it's portfolio. About 28.5% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. KLAC was the most profitable stock for Ironwood Investment Counsel, LLC last quarter.

$762.19MTotal Value
278Positions
06 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Ironwood Investment Counsel, LLC, last reported on 06 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Msci Eafe Value Index

Ishares Msci Eafe Value Index

AAXJ
Ironwood Investment Counsel, LLC's holding in Ishares Msci Eafe Value Index over time
0.44%41,517
$3.37M
0.44%
increased 1.99 percentadded
AAXJ
Ishares Msci Eafe Growth Index

Ishares Msci Eafe Growth Index

AAXJ
Ironwood Investment Counsel, LLC's holding in Ishares Msci Eafe Growth Index over time
0.25%15,338
$1.91M
0.25%
increased 2.07 percentadded
AAXJ
Ishares Iboxx High Yield Corporate Bond Etf

Ishares Iboxx High Yield Corporate Bond Etf

AAXJ
Ironwood Investment Counsel, LLC's holding in Ishares Iboxx High Yield Corporate Bond Etf over time
0.18%16,953
$1.36M
0.18%
decreased 3.16 percentreduced
AAXJ
Ishares Msci Acwi Ex Us Index

Ishares Msci Acwi Ex Us Index

AAXJ
Ironwood Investment Counsel, LLC's holding in Ishares Msci Acwi Ex Us Index over time
0.13%13,349
$1.02M
0.13%
unchanged 0 percentunchanged
AAXJ
Ishares Us Aerospace & Defense

Ishares Us Aerospace & Defense

AAXJ
Ironwood Investment Counsel, LLC's holding in Ishares Us Aerospace & Defense over time
0.04%1,170
$283.7K
0.04%
increased 0.09 percentadded
ACWF
Ishares Core Dividend Growth Etf

Ishares Core Dividend Growth Etf

ACWF
Ironwood Investment Counsel, LLC's holding in Ishares Core Dividend Growth Etf over time
0.56%47,522
$4.26M
0.56%
new position
AGZD
Wisdomtree Midcap Div

Wisdomtree Midcap Div

AGZD
Ironwood Investment Counsel, LLC's holding in Wisdomtree Midcap Div over time
0.09%12,338
$697.4K
0.09%
increased 0.05 percentadded