Ironwood-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NFBK",
  "INDI",
  "SPSC",
  "MQ",
  "PGY",
  "QRVO",
  "SPT",
  "AES",
  "ARW",
  "HBM",
  "SMCI",
  "ZS",
  "TNC",
  "KSS",
  "SHOO",
  "FRPT",
  "GOOGL",
  null,
  "VYX",
  null,
  "AMRC",
  "APAM",
  "MODG",
  "ENOV",
  "EVH",
  "CAT",
  "MYRG",
  "SONO",
  "AUPH",
  "FITB",
  "ALTG",
  "BW",
  "AVD",
  "ANIK",
  "HPQ",
  "DLTH",
  "FNV",
  "EMXC",
  "ICE",
  "PI",
  "META",
  "KALV",
  "LXU",
  "MEI",
  "MRCY",
  "MCRB",
  "SUP",
  "UIS",
  "STKL",
  "UNFI",
  "VALN",
  null,
  null,
  null,
  "ACCO",
  null,
  "MSFT",
  "GE",
  "THG",
  "FAST",
  "IWD",
  "IWF",
  "PEP",
  "PGR",
  null,
  "AAPL",
  "GS",
  "HPE",
  "LDOS",
  "PFE",
  "MRK",
  "MKC",
  null,
  "SPGI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "TGT",
  "PNFP",
  "RBBN",
  "SM",
  "NATL",
  "TTEC",
  "VICR",
  "IRBT",
  "VWO",
  "ASYS",
  "IWV",
  "TCBK",
  "BBSI",
  "ATRO",
  "GT",
  "GPI",
  "GFF",
  "HWC",
  "GM",
  "WTS",
  "DRRX",
  "EVLV",
  "EXTR",
  "GEOS",
  "KOP",
  "NVO",
  "ACIW",
  "TPH",
  "V",
  "WSM",
  "WPM",
  "WSFS",
  "ZETA",
  "DY",
  null,
  "NOG",
  "AEM",
  "FLR",
  "UFPI",
  "TTMI",
  "TPC",
  "OTIS",
  "CRM",
  "RPRX",
  "TDY",
  "ORI",
  "PBI",
  "MCK",
  "PEGA",
  "ADP",
  "BAC",
  "BANC",
  "BK",
  "BHLB",
  "BDC",
  "BA",
  "BMY",
  "BHR",
  "BBIO",
  "CBT",
  "CADE",
  "CARG",
  "CRI",
  "CHD",
  "CSCO",
  "C",
  "COHR",
  "COLB",
  "CMP",
  "CVGI",
  "CBRL",
  "DHR",
  "CYTK",
  "DAR",
  "DNLI",
  "EFA",
  "IWM",
  "DIS",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 163
Total Value: 183375166
Accession Number: 0001376474-25-000466
Form Type: 13F-HR
CIK: ironwood-investment-management
Manager Name: Ironwood-Investment-Management

Data Enrichment

90% identified

147 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

163 positions • $183.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 9

Sort by:

922908769

VTI|922908769

Shares:44.7K

Value:$12.3M

% of Portfolio:6.7% ($12.3M/$183.4M)

464287465

EFA|464287465

Shares:108.0K

Value:$8.8M

% of Portfolio:4.8% ($8.8M/$183.4M)

464287655

IWM|464287655

Shares:34.9K

Value:$7.0M

% of Portfolio:3.8% ($7.0M/$183.4M)

GROUP 1 AUTOMOTIVE INC

GPI|398905109

Shares:14.7K

Value:$5.6M

% of Portfolio:3.1% ($5.6M/$183.4M)

464288679

Shares:34.2K

Value:$3.8M

% of Portfolio:2.1% ($3.8M/$183.4M)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:103.3K

Value:$3.5M

% of Portfolio:1.9% ($3.5M/$183.4M)

464287689

IWV|464287689

Shares:9.8K

Value:$3.1M

% of Portfolio:1.7% ($3.1M/$183.4M)

BARRETT BUSINESS SERVICES INC

BBSI|068463108

Shares:75.5K

Value:$3.1M

% of Portfolio:1.7% ($3.1M/$183.4M)

Freshpet, Inc.

FRPT|358039105

Shares:37.1K

Value:$3.1M

% of Portfolio:1.7% ($3.1M/$183.4M)

CITIGROUP INC

C|172967424

Shares:42.3K

Value:$3.0M

% of Portfolio:1.6% ($3.0M/$183.4M)

88023U101

Shares:49.6K

Value:$3.0M

% of Portfolio:1.6% ($3.0M/$183.4M)

PEGASYSTEMS INC

PEGA|705573103

Shares:41.2K

Value:$2.9M

% of Portfolio:1.6% ($2.9M/$183.4M)

073685109

Shares:23.0K

Value:$2.9M

% of Portfolio:1.6% ($2.9M/$183.4M)

922042858

VWO|922042858

Shares:57.5K

Value:$2.6M

% of Portfolio:1.4% ($2.6M/$183.4M)

GRIFFON CORP

GFF|398433102

Shares:36.4K

Value:$2.6M

% of Portfolio:1.4% ($2.6M/$183.4M)

Koppers Holdings Inc.

KOP|50060P106

Shares:85.9K

Value:$2.4M

% of Portfolio:1.3% ($2.4M/$183.4M)

CYTOKINETICS INC

CYTK|23282W605

Shares:59.8K

Value:$2.4M

% of Portfolio:1.3% ($2.4M/$183.4M)

ARROW ELECTRONICS, INC.

ARW|042735100

Shares:23.0K

Value:$2.4M

% of Portfolio:1.3% ($2.4M/$183.4M)

MCKESSON CORP

MCK|58155Q103

Shares:3.5K

Value:$2.3M

% of Portfolio:1.3% ($2.3M/$183.4M)

DYCOM INDUSTRIES INC

DY|267475101

Shares:14.8K

Value:$2.3M

% of Portfolio:1.2% ($2.3M/$183.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	44.7K	QoQ +0.03% (-17) YoY +7.79% (+3.2K)	All Managers (Combined)	$12.3M	6.7% ($12.3M/$183.4M)	QoQ -5.12% (-$664.9K) YoY +13.98% (+$1.5M)
(EFAcusip464287465)	108.0K	QoQ 0.00% (+6) YoY +2.15% (+2.3K)	All Managers (Combined)	$8.8M	4.8% ($8.8M/$183.4M)	QoQ +8.10% (+$661.3K) YoY +4.54% (+$384.0K)
(IWMcusip464287655)	34.9K	QoQ -11.56% (-4.6K) YoY NEW(+34.9K)	All Managers (Combined)	$7.0M	3.8% ($7.0M/$183.4M)	QoQ -20.15% (-$1.8M) YoY NEW(+$7.0M)
GROUP 1 AUTOMOTIVE INC(GPIcusip398905109)	14.7K	QoQ -13.54% (-2.3K) YoY -32.91% (-7.2K)	All Managers (Combined)	$5.6M	3.1% ($5.6M/$183.4M)	QoQ -21.65% (-$1.5M) YoY -12.31% (-$787.2K)
(cusip464288679)✕	34.2K	QoQ +7.85% (+2.5K) YoY +18.78% (+5.4K)	All Managers (Combined)	$3.8M	2.1% ($3.8M/$183.4M)	QoQ +8.19% (+$285.9K) YoY +18.70% (+$594.8K)
Super Micro Computer, Inc.(SMCIcusip86800U302)	103.3K	QoQ +5.50% (+5.4K) YoY NEW(+103.3K)	All Managers (Combined)	$3.5M	1.9% ($3.5M/$183.4M)	QoQ +18.51% (+$552.7K) YoY NEW(+$3.5M)
(IWVcusip464287689)	9.8K	QoQ -0.15% (-15) YoY +11.75% (+1.0K)	All Managers (Combined)	$3.1M	1.7% ($3.1M/$183.4M)	QoQ -5.11% (-$167.7K) YoY +18.29% (+$481.0K)
BARRETT BUSINESS SERVICES INC(BBSIcusip068463108)	75.5K	QoQ -2.92% (-2.3K) YoY +119.05% (-41.0K)	All Managers (Combined)	$3.1M	1.7% ($3.1M/$183.4M)	QoQ -8.04% (-$271.7K) YoY -28.86% (-$1.3M)
Freshpet, Inc.(FRPTcusip358039105)	37.1K	QoQ -0.08% (-31) YoY +1.78% (-652)	All Managers (Combined)	$3.1M	1.7% ($3.1M/$183.4M)	QoQ -43.89% (-$2.4M) YoY -26.93% (-$1.1M)
CITIGROUP INC(Ccusip172967424)	42.3K	QoQ 0.00% (+0) YoY +15.80% (+5.8K)	All Managers (Combined)	$3.0M	1.6% ($3.0M/$183.4M)	QoQ +0.85% (+$25.4K) YoY +29.99% (+$693.3K)
(cusip88023U101)✕	49.6K	QoQ -0.24% (-120) YoY -0.45% (-228)	All Managers (Combined)	$3.0M	1.6% ($3.0M/$183.4M)	QoQ +5.37% (-$151.3K) YoY +4.90% (-$138.7K)
PEGASYSTEMS INC(PEGAcusip705573103)	41.2K	QoQ -0.75% (-313) YoY -0.19% (-79)	All Managers (Combined)	$2.9M	1.6% ($2.9M/$183.4M)	QoQ -25.96% (-$1.0M) YoY +7.34% (-$196.1K)
(cusip073685109)✕	23.0K	QoQ -5.76% (-1.4K) YoY -5.93% (-1.5K)	All Managers (Combined)	$2.9M	1.6% ($2.9M/$183.4M)	QoQ +14.75% (-$366.7K) YoY +18.70% (-$449.3K)
(VWOcusip922042858)	57.5K	QoQ +0.03% (+21) YoY -0.09% (-55)	All Managers (Combined)	$2.6M	1.4% ($2.6M/$183.4M)	QoQ +2.80% (+$71.1K) YoY +8.25% (-$198.4K)
GRIFFON CORP(GFFcusip398433102)	36.4K	QoQ -2.67% (-1.0K) YoY -35.46% (-20.0K)	All Managers (Combined)	$2.6M	1.4% ($2.6M/$183.4M)	QoQ -2.36% (-$62.9K) YoY -37.08% (-$1.5M)
Koppers Holdings Inc.(KOPcusip50060P106)	85.9K	QoQ 0.00% (-0) YoY -14.16% (-14.2K)	All Managers (Combined)	$2.4M	1.3% ($2.4M/$183.4M)	QoQ -13.58% (-$378.0K) YoY -56.43% (-$3.1M)
CYTOKINETICS INC(CYTKcusip23282W605)	59.8K	QoQ +1.27% (-756) YoY +0.11% (-67)	All Managers (Combined)	$2.4M	1.3% ($2.4M/$183.4M)	QoQ -13.46% (-$374.3K) YoY -42.61% (-$1.8M)
ARROW ELECTRONICS, INC.(ARWcusip042735100)	23.0K	QoQ +1.99% (-450) YoY -22.14% (-6.5K)	All Managers (Combined)	$2.4M	1.3% ($2.4M/$183.4M)	QoQ -6.38% (-$162.7K) YoY -37.55% (-$1.4M)
MCKESSON CORP(MCKcusip58155Q103)	3.5K	QoQ 0.00% (+0) YoY -3.05% (-110)	All Managers (Combined)	$2.3M	1.3% ($2.3M/$183.4M)	QoQ +18.08% (+$359.7K) YoY +21.52% (-$416.1K)
DYCOM INDUSTRIES INC(DYcusip267475101)	14.8K	QoQ +0.13% (-20) YoY +1.70% (+248)	All Managers (Combined)	$2.3M	1.2% ($2.3M/$183.4M)	QoQ -12.36% (-$318.3K) YoY +7.94% (+$166.1K)