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

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NCR Atleos Corp

NATL|63001N106

Shares:36.7K

Value:$968.7K

% of Portfolio:0.5% ($968.7K/$183.4M)

Evolv Technologies Holdings, Inc.

EVLV|30049H102

Shares:309.1K

Value:$964.5K

% of Portfolio:0.5% ($964.5K/$183.4M)

Aurinia Pharmaceuticals Inc.

AUPH|05156V102

Shares:117.6K

Value:$945.9K

% of Portfolio:0.5% ($945.9K/$183.4M)

Zeta Global Holdings Corp.

ZETA|98956A105

Shares:68.4K

Value:$927.2K

% of Portfolio:0.5% ($927.2K/$183.4M)

STEVEN MADDEN, LTD.

SHOO|556269108

Shares:34.5K

Value:$919.6K

% of Portfolio:0.5% ($919.6K/$183.4M)

OLD REPUBLIC INTERNATIONAL CORP

ORI|680223104

Shares:23.4K

Value:$918.9K

% of Portfolio:0.5% ($918.9K/$183.4M)

Cadence Bank

CADE|12740C103

Shares:30.0K

Value:$910.5K

% of Portfolio:0.5% ($910.5K/$183.4M)

S&P Global Inc.

SPGI|78409V104

Shares:1.8K

Value:$897.3K

% of Portfolio:0.5% ($897.3K/$183.4M)

NCR Voyix Corp

VYX|62886E108

Shares:90.4K

Value:$881.6K

% of Portfolio:0.5% ($881.6K/$183.4M)

FIFTH THIRD BANCORP

FITB|316773100

Shares:22.4K

Value:$878.0K

% of Portfolio:0.5% ($878.0K/$183.4M)

KOHLS Corp

KSS|500255104

Shares:105.8K

Value:$865.4K

% of Portfolio:0.5% ($865.4K/$183.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:5.6K

Value:$861.5K

% of Portfolio:0.5% ($861.5K/$183.4M)

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:7.8K

Value:$850.8K

% of Portfolio:0.5% ($850.8K/$183.4M)

COHERENT CORP.

COHR|19247G107

Shares:12.9K

Value:$836.7K

% of Portfolio:0.5% ($836.7K/$183.4M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:4.8K

Value:$823.7K

% of Portfolio:0.4% ($823.7K/$183.4M)

Tri Pointe Homes, Inc.

TPH|87265H109

Shares:25.5K

Value:$814.4K

% of Portfolio:0.4% ($814.4K/$183.4M)

651718504

Shares:139.3K

Value:$809.2K

% of Portfolio:0.4% ($809.2K/$183.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.2K

Value:$773.7K

% of Portfolio:0.4% ($773.7K/$183.4M)

DANAHER CORP /DE/

DHR|235851102

Shares:3.8K

Value:$773.3K

% of Portfolio:0.4% ($773.3K/$183.4M)

ASTRONICS CORP

ATRO|046433108

Shares:31.4K

Value:$758.5K

% of Portfolio:0.4% ($758.5K/$183.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NCR Atleos Corp(NATLcusip63001N106)	36.7K	QoQ 0.00% (-0) YoY +42.49% (+10.9K)	All Managers (Combined)	$968.7K	0.5% ($968.7K/$183.4M)	QoQ -22.22% (-$276.9K) YoY +90.32% (+$459.7K)
Evolv Technologies Holdings, Inc.(EVLVcusip30049H102)	309.1K	QoQ +1.05% (-3.2K) YoY NEW(+309.1K)	All Managers (Combined)	$964.5K	0.5% ($964.5K/$183.4M)	QoQ -20.18% (-$243.9K) YoY NEW(+$964.5K)
Aurinia Pharmaceuticals Inc.(AUPHcusip05156V102)	117.6K	QoQ +24.74% (+23.3K) YoY +26.25% (+24.5K)	All Managers (Combined)	$945.9K	0.5% ($945.9K/$183.4M)	QoQ +11.68% (+$99.0K) YoY +102.61% (+$479.0K)
Zeta Global Holdings Corp.(ZETAcusip98956A105)	68.4K	QoQ +0.34% (-234) YoY +2.01% (+1.4K)	All Managers (Combined)	$927.2K	0.5% ($927.2K/$183.4M)	QoQ -24.36% (-$298.7K) YoY +26.56% (+$194.6K)
STEVEN MADDEN, LTD.(SHOOcusip556269108)	34.5K	QoQ -1.38% (-484) YoY +0.69% (-237)	All Managers (Combined)	$919.6K	0.5% ($919.6K/$183.4M)	QoQ -38.21% (-$568.7K) YoY -36.55% (-$529.8K)
OLD REPUBLIC INTERNATIONAL CORP(ORIcusip680223104)	23.4K	QoQ -0.23% (-55) YoY +2.50% (+572)	All Managers (Combined)	$918.9K	0.5% ($918.9K/$183.4M)	QoQ +8.11% (-$69.0K) YoY +30.86% (+$216.7K)
Cadence Bank(CADEcusip12740C103)	30.0K	QoQ -0.59% (-180) YoY +2.03% (+599)	All Managers (Combined)	$910.5K	0.5% ($910.5K/$183.4M)	QoQ -12.39% (-$128.9K) YoY +6.82% (+$58.2K)
S&P Global Inc.(SPGIcusip78409V104)	1.8K	QoQ -0.22% (-4) YoY -0.89% (-16)	All Managers (Combined)	$897.3K	0.5% ($897.3K/$183.4M)	QoQ +1.79% (-$15.8K) YoY +18.35% (-$139.2K)
NCR Voyix Corp(VYXcusip62886E108)	90.4K	QoQ 0.00% (-0) YoY +46.73% (+28.8K)	All Managers (Combined)	$881.6K	0.5% ($881.6K/$183.4M)	QoQ -29.55% (-$369.8K) YoY +13.27% (+$103.3K)
FIFTH THIRD BANCORP(FITBcusip316773100)	22.4K	QoQ 0.00% (-0) YoY -16.72% (-4.5K)	All Managers (Combined)	$878.0K	0.5% ($878.0K/$183.4M)	QoQ -7.28% (-$69.0K) YoY -12.27% (-$122.9K)
KOHLS Corp(KSScusip500255104)	105.8K	QoQ +5.80% (-5.8K) YoY +9.86% (-9.5K)	All Managers (Combined)	$865.4K	0.5% ($865.4K/$183.4M)	QoQ -38.35% (-$538.6K) YoY -69.16% (-$1.9M)
Alphabet Inc.(GOOGLcusip02079K305)	5.6K	QoQ -0.25% (-14) YoY -0.48% (-27)	All Managers (Combined)	$861.5K	0.5% ($861.5K/$183.4M)	QoQ -18.51% (-$195.7K) YoY +1.96% (-$16.6K)
AGNICO EAGLE MINES LTD(AEMcusip008474108)	7.8K	QoQ -0.24% (-19) YoY -0.48% (-38)	All Managers (Combined)	$850.8K	0.5% ($850.8K/$183.4M)	QoQ +38.27% (-$235.5K) YoY +80.86% (-$380.4K)
COHERENT CORP.(COHRcusip19247G107)	12.9K	QoQ -0.40% (-53) YoY +0.02% (+3)	All Managers (Combined)	$836.7K	0.5% ($836.7K/$183.4M)	QoQ -31.72% (-$388.8K) YoY +7.15% (+$55.8K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	4.8K	QoQ -0.12% (-6) YoY NEW(+4.8K)	All Managers (Combined)	$823.7K	0.4% ($823.7K/$183.4M)	QoQ +15.61% (-$111.3K) YoY NEW(+$823.7K)
Tri Pointe Homes, Inc.(TPHcusip87265H109)	25.5K	QoQ -0.47% (-122) YoY +1.65% (-416)	All Managers (Combined)	$814.4K	0.4% ($814.4K/$183.4M)	QoQ -12.38% (-$115.2K) YoY -16.06% (-$155.9K)
(cusip651718504)✕	139.3K	QoQ -5.44% (-8.0K) YoY -3.33% (-4.8K)	All Managers (Combined)	$809.2K	0.4% ($809.2K/$183.4M)	QoQ -28.37% (-$320.6K) YoY -22.21% (-$231.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.2K	QoQ -20.23% (-800) YoY -67.66% (-6.6K)	All Managers (Combined)	$773.7K	0.4% ($773.7K/$183.4M)	QoQ -18.37% (-$174.1K) YoY -60.39% (-$1.2M)
DANAHER CORP /DE/(DHRcusip235851102)	3.8K	QoQ -0.18% (-7) YoY -0.36% (-14)	All Managers (Combined)	$773.3K	0.4% ($773.3K/$183.4M)	QoQ -10.86% (-$94.2K) YoY -18.21% (-$172.2K)
ASTRONICS CORP(ATROcusip046433108)	31.4K	QoQ +14.20% (+3.9K) YoY NEW(+31.4K)	All Managers (Combined)	$758.5K	0.4% ($758.5K/$183.4M)	QoQ +72.95% (+$320.0K) YoY NEW(+$758.5K)