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

163 positions • $183.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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TELEDYNE TECHNOLOGIES INC

Shares:2.9K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$183.4M)

EXTREME NETWORKS INC

Shares:107.4K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$183.4M)

NOVO NORDISK A S

Shares:19.9K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$183.4M)

DARLING INGREDIENTS INC.

Shares:44.0K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$183.4M)

Salesforce, Inc.

Shares:5.1K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$183.4M)

PFIZER INC

Shares:51.4K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$183.4M)

CABOT CORP

Shares:15.6K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$183.4M)

Otis Worldwide Corp

Shares:12.5K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$183.4M)

Zscaler, Inc.

Shares:6.2K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$183.4M)

VISA INC.

Shares:3.5K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$183.4M)

PINNACLE FINANCIAL PARTNERS INC

Shares:11.3K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$183.4M)

46436E718

Shares:11.9K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$183.4M)

FRANCO NEVADA Corp

Shares:7.6K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$183.4M)

FASTENAL CO

Shares:15.3K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$183.4M)

BELDEN INC.

Shares:11.8K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$183.4M)

TUTOR PERINI CORP

Shares:48.7K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$183.4M)

CHURCH & DWIGHT CO INC /DE/

Shares:9.5K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$183.4M)

SM Energy Co

Shares:34.2K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$183.4M)

Braemar Hotels & Resorts Inc.

Shares:402.4K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$183.4M)

MCCORMICK & CO INC

Shares:12.0K

Value:$986.0K

% of Portfolio:0.5% ($986.0K/$183.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TELEDYNE TECHNOLOGIES INC(TDYcusip879360105)	2.9K	QoQ -0.20% (-6) YoY -0.17% (-5)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$183.4M)	QoQ +7.01% (-$93.6K) YoY +15.72% (-$194.1K)
EXTREME NETWORKS INC(EXTRcusip30226D106)	107.4K	QoQ -0.28% (-310) YoY -0.25% (-277)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$183.4M)	QoQ -21.19% (-$382.3K) YoY +14.34% (-$178.4K)
NOVO NORDISK A S(NVOcusip670100205)	19.9K	QoQ -0.25% (-51) YoY +0.15% (-31)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$183.4M)	QoQ -19.48% (-$333.7K) YoY -45.83% (-$1.2M)
DARLING INGREDIENTS INC.(DARcusip237266101)	44.0K	QoQ +4.91% (-2.1K) YoY -1.14% (-510)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$183.4M)	QoQ -2.71% (-$38.3K) YoY -33.60% (-$695.9K)
Salesforce, Inc.(CRMcusip79466L302)	5.1K	QoQ 0.00% (-0) YoY -4.73% (-254)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$183.4M)	QoQ -19.73% (-$337.0K) YoY -15.11% (-$244.2K)
PFIZER INC(PFEcusip717081103)	51.4K	QoQ +32.14% (+12.5K) YoY -6.17% (-3.4K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$183.4M)	QoQ +26.21% (+$270.5K) YoY -14.31% (-$217.6K)
CABOT CORP(CBTcusip127055101)	15.6K	QoQ -0.22% (-35) YoY -0.43% (-68)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$183.4M)	QoQ -9.15% (-$130.6K) YoY -10.21% (-$147.5K)
Otis Worldwide Corp(OTIScusip68902V107)	12.5K	QoQ -0.25% (-32) YoY -0.20% (-26)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$183.4M)	QoQ +11.14% (-$129.1K) YoY +3.74% (-$46.4K)
Zscaler, Inc.(ZScusip98980G102)	6.2K	QoQ -0.36% (-23) YoY +44.68% (+1.9K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$183.4M)	QoQ +9.57% (-$108.0K) YoY +49.03% (+$406.5K)
VISA INC.(Vcusip92826C839)	3.5K	QoQ -0.42% (-15) YoY -0.36% (-13)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$183.4M)	QoQ +10.41% (-$116.1K) YoY +25.11% (-$246.9K)
PINNACLE FINANCIAL PARTNERS INC(PNFPcusip72346Q104)	11.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$183.4M)	QoQ -7.29% (-$94.6K) YoY +23.47% (+$228.4K)
(cusip46436E718)✕	11.9K	QoQ 0.00% (+0) YoY NEW(+11.9K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$183.4M)	QoQ +0.34% (+$4.2K) YoY NEW(+$1.2M)
FRANCO NEVADA Corp(FNVcusip351858105)	7.6K	QoQ +3.55% (+260) YoY +8.17% (+572)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$183.4M)	QoQ +38.75% (+$333.0K) YoY +43.03% (+$358.7K)
FASTENAL CO(FASTcusip311900104)	15.3K	QoQ -0.25% (-40) YoY -0.18% (-29)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$183.4M)	QoQ +7.56% (-$83.7K) YoY +0.34% (-$4.1K)
BELDEN INC.(BDCcusip077454106)	11.8K	QoQ 0.00% (-0) YoY -39.89% (-7.8K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$183.4M)	QoQ -10.97% (-$145.2K) YoY -34.93% (-$632.6K)
TUTOR PERINI CORP(TPCcusip901109108)	48.7K	QoQ 0.00% (-2) YoY -18.73% (-11.2K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$183.4M)	QoQ -4.21% (-$49.6K) YoY +30.27% (-$262.1K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	9.5K	QoQ -0.25% (-24) YoY -0.54% (-52)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$183.4M)	QoQ +4.87% (-$48.7K) YoY +4.96% (-$49.6K)
SM Energy Co(SMcusip78454L100)	34.2K	QoQ 0.00% (-0) YoY +17.12% (-5.0K)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$183.4M)	QoQ -22.72% (-$301.2K) YoY -29.62% (-$431.1K)
Braemar Hotels & Resorts Inc.(BHRcusip10482B101)	402.4K	QoQ 0.00% (-0) YoY -18.41% (-90.8K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$183.4M)	QoQ -16.99% (-$205.2K) YoY +1.57% (-$15.5K)
MCCORMICK & CO INC(MKCcusip579780206)	12.0K	QoQ +3.80% (+439) YoY +8.51% (+940)	All Managers (Combined)	$986.0K	0.5% ($986.0K/$183.4M)	QoQ +12.06% (+$106.2K) YoY +16.28% (+$138.1K)