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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CATERPILLAR INC

CAT|149123101

Shares:1.4K

Value:$461.7K

% of Portfolio:0.3% ($461.7K/$183.4M)

PEPSICO INC

PEP|713448108

Shares:3.0K

Value:$456.6K

% of Portfolio:0.2% ($456.6K/$183.4M)

Sonos Inc

SONO|83570H108

Shares:41.8K

Value:$445.6K

% of Portfolio:0.2% ($445.6K/$183.4M)

Evolent Health, Inc.

EVH|30050B101

Shares:46.6K

Value:$441.6K

% of Portfolio:0.2% ($441.6K/$183.4M)

UNITED NATURAL FOODS INC

UNFI|911163103

Shares:15.5K

Value:$425.6K

% of Portfolio:0.2% ($425.6K/$183.4M)

Sprout Social, Inc.

SPT|85209W109

Shares:19.0K

Value:$418.5K

% of Portfolio:0.2% ($418.5K/$183.4M)

indie Semiconductor, Inc.

INDI|45569U101

Shares:202.7K

Value:$412.4K

% of Portfolio:0.2% ($412.4K/$183.4M)

Apple Inc.

AAPL|037833100

Shares:1.8K

Value:$407.8K

% of Portfolio:0.2% ($407.8K/$183.4M)

Bank of New York Mellon Corp

BK|064058100

Shares:4.8K

Value:$406.5K

% of Portfolio:0.2% ($406.5K/$183.4M)

Meta Platforms, Inc.

META|30303M102

Shares:704

Value:$405.8K

% of Portfolio:0.2% ($405.8K/$183.4M)

Royalty Pharma plc

RPRX|G7709Q104

Shares:13.0K

Value:$404.7K

% of Portfolio:0.2% ($404.7K/$183.4M)

Anika Therapeutics, Inc.

ANIK|035255108

Shares:26.9K

Value:$403.6K

% of Portfolio:0.2% ($403.6K/$183.4M)

COLUMBIA BANKING SYSTEM, INC.

COLB|197236102

Shares:15.5K

Value:$386.8K

% of Portfolio:0.2% ($386.8K/$183.4M)

CRACKER BARREL OLD COUNTRY STORE, INC

CBRL|22410J106

Shares:9.8K

Value:$382.4K

% of Portfolio:0.2% ($382.4K/$183.4M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:6.2K

Value:$380.5K

% of Portfolio:0.2% ($380.5K/$183.4M)

Topgolf Callaway Brands Corp.

MODG|131193104

Shares:54.7K

Value:$360.6K

% of Portfolio:0.2% ($360.6K/$183.4M)

464287598

IWD|464287598

Shares:1.9K

Value:$351.3K

% of Portfolio:0.2% ($351.3K/$183.4M)

648018109

Shares:5.7K

Value:$345.1K

% of Portfolio:0.2% ($345.1K/$183.4M)

Merck & Co., Inc.

MRK|58933Y105

Shares:3.7K

Value:$329.5K

% of Portfolio:0.2% ($329.5K/$183.4M)

CarGurus, Inc.

CARG|141788109

Shares:11.3K

Value:$329.3K

% of Portfolio:0.2% ($329.3K/$183.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CATERPILLAR INC(CATcusip149123101)	1.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$461.7K	0.3% ($461.7K/$183.4M)	QoQ -9.08% (-$46.1K) YoY -9.99% (-$51.3K)
PEPSICO INC(PEPcusip713448108)	3.0K	QoQ 0.00% (-0) YoY -4.21% (-134)	All Managers (Combined)	$456.6K	0.2% ($456.6K/$183.4M)	QoQ -1.39% (-$6.5K) YoY -17.93% (-$99.8K)
Sonos Inc(SONOcusip83570H108)	41.8K	QoQ -10.57% (-4.9K) YoY +120.64% (+22.8K)	All Managers (Combined)	$445.6K	0.2% ($445.6K/$183.4M)	QoQ -36.55% (-$256.8K) YoY +23.51% (+$84.8K)
Evolent Health, Inc.(EVHcusip30050B101)	46.6K	QoQ -10.45% (-5.4K) YoY NEW(+46.6K)	All Managers (Combined)	$441.6K	0.2% ($441.6K/$183.4M)	QoQ -24.62% (-$144.2K) YoY NEW(+$441.6K)
UNITED NATURAL FOODS INC(UNFIcusip911163103)	15.5K	QoQ -0.22% (-35) YoY +0.64% (+99)	All Managers (Combined)	$425.6K	0.2% ($425.6K/$183.4M)	QoQ +0.06% (-$287) YoY +139.90% (+$248.2K)
Sprout Social, Inc.(SPTcusip85209W109)	19.0K	QoQ -10.84% (-2.3K) YoY NEW(+19.0K)	All Managers (Combined)	$418.5K	0.2% ($418.5K/$183.4M)	QoQ -36.16% (-$237.1K) YoY NEW(+$418.5K)
indie Semiconductor, Inc.(INDIcusip45569U101)	202.7K	QoQ -3.22% (-6.8K) YoY +87.09% (-94.3K)	All Managers (Combined)	$412.4K	0.2% ($412.4K/$183.4M)	QoQ -51.37% (-$435.8K) YoY -46.22% (-$354.5K)
Apple Inc.(AAPLcusip037833100)	1.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$407.8K	0.2% ($407.8K/$183.4M)	QoQ -11.29% (-$51.9K) YoY +29.53% (+$93.0K)
Bank of New York Mellon Corp(BKcusip064058100)	4.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$406.5K	0.2% ($406.5K/$183.4M)	QoQ +9.16% (+$34.1K) YoY +45.55% (+$127.2K)
Meta Platforms, Inc.(METAcusip30303M102)	704	QoQ 0.00% (-0) YoY -4.08% (-30)	All Managers (Combined)	$405.8K	0.2% ($405.8K/$183.4M)	QoQ -1.56% (-$6.4K) YoY +13.84% (-$49.3K)
Royalty Pharma plc(RPRXcusipG7709Q104)	13.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$404.7K	0.2% ($404.7K/$183.4M)	QoQ +22.03% (+$73.1K) YoY +2.50% (+$9.9K)
Anika Therapeutics, Inc.(ANIKcusip035255108)	26.9K	QoQ +4.62% (-1.2K) YoY +96.38% (+13.2K)	All Managers (Combined)	$403.6K	0.2% ($403.6K/$183.4M)	QoQ -4.46% (-$18.9K) YoY +16.20% (+$56.3K)
COLUMBIA BANKING SYSTEM, INC.(COLBcusip197236102)	15.5K	QoQ -0.65% (-103) YoY -19.43% (-3.7K)	All Managers (Combined)	$386.8K	0.2% ($386.8K/$183.4M)	QoQ -8.27% (-$34.9K) YoY +3.83% (-$14.3K)
CRACKER BARREL OLD COUNTRY STORE, INC(CBRLcusip22410J106)	9.8K	QoQ NEW(+9.8K) YoY +30.46% (-2.3K)	All Managers (Combined)	$382.4K	0.2% ($382.4K/$183.4M)	QoQ NEW(+$382.4K) YoY -30.36% (-$166.7K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	6.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$380.5K	0.2% ($380.5K/$183.4M)	QoQ +7.83% (+$27.6K) YoY +12.46% (+$42.2K)
Topgolf Callaway Brands Corp.(MODGcusip131193104)	54.7K	QoQ +2.12% (-1.1K) YoY -5.85% (-3.4K)	All Managers (Combined)	$360.6K	0.2% ($360.6K/$183.4M)	QoQ -14.37% (-$60.5K) YoY -61.62% (-$579.2K)
(IWDcusip464287598)	1.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$351.3K	0.2% ($351.3K/$183.4M)	QoQ +1.63% (+$5.7K) YoY +5.05% (+$16.9K)
(cusip648018109)✕	5.7K	QoQ 0.00% (-0) YoY +4.51% (+245)	All Managers (Combined)	$345.1K	0.2% ($345.1K/$183.4M)	QoQ -1.94% (-$6.9K) YoY +5.03% (+$16.6K)
Merck & Co., Inc.(MRKcusip58933Y105)	3.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$329.5K	0.2% ($329.5K/$183.4M)	QoQ -9.77% (-$35.7K) YoY -31.97% (-$154.9K)
CarGurus, Inc.(CARGcusip141788109)	11.3K	QoQ -0.95% (-109) YoY +2.44% (+270)	All Managers (Combined)	$329.3K	0.2% ($329.3K/$183.4M)	QoQ -21.04% (-$87.7K) YoY +29.30% (+$74.6K)