Ironwood-Investment-Counsel

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GFL.TO",
  "TROW",
  null,
  "FNDA",
  "ACN",
  "ABBV",
  "ADBE",
  "APD",
  null,
  "GOOGL",
  "AXP",
  "AMG",
  "T",
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  "BRO",
  "CCI",
  "COF",
  "CMI",
  "ESS",
  "RC",
  "LESL",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "CWD",
  "MCD",
  "INTU",
  "BEN",
  "UNP",
  "QCOM",
  "ISRG",
  "HEI-A",
  "HUBB",
  "ITW",
  "EMR",
  "BKNG",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "IWS",
  null,
  null,
  "LPTH",
  "MMC",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "FICO",
  "GE",
  "HEI",
  "OMC",
  "ORLY",
  "HSY",
  "FAST",
  "DG",
  "IJR",
  "EFG",
  "KLAC",
  "IWD",
  "ORCL",
  "PAYX",
  null,
  "IWF",
  "PEP",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "VZ",
  null,
  "MKC",
  "AMGN",
  "PPG",
  "FNDX",
  "SPGI",
  "SCHX",
  null,
  null,
  null,
  null,
  "SHW",
  "ROP",
  "RTX",
  null,
  null,
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TYL",
  "UPS",
  "VNQ",
  "VO",
  "OGE",
  "SCHW",
  "MNST",
  "PNW",
  "VWO",
  "VCIT",
  "VIG",
  null,
  "IWO",
  "TSM",
  "EW",
  "SFM",
  "AEE",
  "APH",
  "AMD",
  "FI",
  "TAP",
  "WEC",
  "AJG",
  "WM",
  "IWP",
  "EFX",
  "CAH",
  "AEP",
  null,
  null,
  "PEG",
  "NVO",
  "VIGI",
  "AMZN",
  "SCHB",
  null,
  "IVE",
  "DOX",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  null,
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WTW",
  null,
  "WDAY",
  "XYL",
  null,
  "GRMN",
  "POST",
  "SCHD",
  "DVY",
  "SCHF",
  null,
  "JCI",
  "MKL",
  "TER",
  "SO",
  "CRM",
  "SYY",
  "GEV",
  "ZBH",
  "DGRO",
  "MCK",
  "GWW",
  "NTAP",
  null,
  "FDX",
  "ADP",
  "BANF",
  "BK",
  "BRK-A",
  "BLK",
  "BOKF",
  "BA",
  "BMY",
  "CHRW",
  "CARR",
  "CVX",
  "CB",
  "CHD",
  "CSCO",
  "CLVT",
  "CLX",
  "KO",
  "CMCSA",
  "CL",
  "STZ",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CSX",
  "DE",
  "DCI",
  "RSP",
  "EFA",
  "MCO",
  "NEE",
  "NKE",
  "STT",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "MLM",
  "XLK",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 240
Total Value: 578877674
Accession Number: 0001330463-25-000002
Form Type: 13F-HR
CIK: ironwood-investment-counsel
Manager Name: Ironwood-Investment-Counsel

Data Enrichment

89% identified

213 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

240 positions • $578.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 12

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FASTENAL CO

FAST|311900104

Shares:4.8K

Value:$373.5K

% of Portfolio:0.1% ($373.5K/$578.9M)

464287655

IWM|464287655

Shares:1.8K

Value:$366.2K

% of Portfolio:0.1% ($366.2K/$578.9M)

808524805

SCHF|808524805

Shares:18.5K

Value:$365.5K

% of Portfolio:0.1% ($365.5K/$578.9M)

922042775

VEU|922042775

Shares:6.0K

Value:$365.3K

% of Portfolio:0.1% ($365.3K/$578.9M)

ORACLE CORP

ORCL|68389X105

Shares:2.6K

Value:$358.2K

% of Portfolio:0.1% ($358.2K/$578.9M)

SS&C Technologies Holdings Inc

SSNC|78467J100

Shares:4.2K

Value:$353.7K

% of Portfolio:0.1% ($353.7K/$578.9M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:3.1K

Value:$345.4K

% of Portfolio:0.1% ($345.4K/$578.9M)

C. H. ROBINSON WORLDWIDE, INC.

CHRW|12541W209

Shares:3.3K

Value:$340.9K

% of Portfolio:0.1% ($340.9K/$578.9M)

46137V357

RSP|46137V357

Shares:2.0K

Value:$339.9K

% of Portfolio:0.1% ($339.9K/$578.9M)

464287168

DVY|464287168

Shares:2.4K

Value:$328.3K

% of Portfolio:0.1% ($328.3K/$578.9M)

BOEING CO

BA|097023105

Shares:1.9K

Value:$321.3K

% of Portfolio:0.1% ($321.3K/$578.9M)

46137V217

Shares:7.1K

Value:$312.7K

% of Portfolio:0.1% ($312.7K/$578.9M)

AMPHENOL CORP /DE/

APH|032095101

Shares:4.7K

Value:$306.7K

% of Portfolio:0.1% ($306.7K/$578.9M)

Johnson Controls International plc

JCI|G51502105

Shares:3.8K

Value:$303.4K

% of Portfolio:0.1% ($303.4K/$578.9M)

W.W. GRAINGER, INC.

GWW|384802104

Shares:307

Value:$303.3K

% of Portfolio:0.1% ($303.3K/$578.9M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:2.7K

Value:$292.7K

% of Portfolio:0.1% ($292.7K/$578.9M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:3.5K

Value:$291.9K

% of Portfolio:0.1% ($291.9K/$578.9M)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:500

Value:$290.7K

% of Portfolio:0.1% ($290.7K/$578.9M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:581

Value:$289.2K

% of Portfolio:0.0% ($289.2K/$578.9M)

PPG INDUSTRIES INC

PPG|693506107

Shares:2.6K

Value:$288.6K

% of Portfolio:0.0% ($288.6K/$578.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
FASTENAL CO(FASTcusip311900104)	4.8K	QoQ +2.09% (+99) YoY +0.85% (+41)	All Managers (Combined)	$373.5K	0.1% ($373.5K/$578.9M)	QoQ +10.10% (+$34.3K) YoY +1.39% (+$5.1K)
(IWMcusip464287655)	1.8K	QoQ +2.80% (-50) YoY -18.62% (-420)	All Managers (Combined)	$366.2K	0.1% ($366.2K/$578.9M)	QoQ -7.16% (-$28.3K) YoY -22.79% (-$108.1K)
(SCHFcusip808524805)	18.5K	QoQ +1.13% (+207) YoY +46.75% (-5.9K)	All Managers (Combined)	$365.5K	0.1% ($365.5K/$578.9M)	QoQ +8.12% (+$27.5K) YoY -25.60% (-$125.8K)
(VEUcusip922042775)	6.0K	QoQ 0.00% (+0) YoY +15.25% (+797)	All Managers (Combined)	$365.3K	0.1% ($365.3K/$578.9M)	QoQ +5.66% (+$19.6K) YoY +19.20% (+$58.8K)
ORACLE CORP(ORCLcusip68389X105)	2.6K	QoQ +8.55% (-202) YoY -7.37% (-204)	All Managers (Combined)	$358.2K	0.1% ($358.2K/$578.9M)	QoQ -8.94% (-$35.2K) YoY +3.09% (-$10.8K)
SS&C Technologies Holdings Inc(SSNCcusip78467J100)	4.2K	QoQ +0.78% (+33) YoY -6.01% (-271)	All Managers (Combined)	$353.7K	0.1% ($353.7K/$578.9M)	QoQ +11.09% (+$35.3K) YoY +21.96% (-$63.7K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	3.1K	QoQ -2.49% (-79) YoY -41.72% (-2.2K)	All Managers (Combined)	$345.4K	0.1% ($345.4K/$578.9M)	QoQ +18.29% (-$53.4K) YoY -10.85% (-$42.1K)
C. H. ROBINSON WORLDWIDE, INC.(CHRWcusip12541W209)	3.3K	QoQ -12.55% (-478) YoY -28.76% (-1.3K)	All Managers (Combined)	$340.9K	0.1% ($340.9K/$578.9M)	QoQ -13.34% (-$52.5K) YoY -4.19% (-$14.9K)
(RSPcusip46137V357)	2.0K	QoQ -4.89% (-101) YoY +23.78% (+377)	All Managers (Combined)	$339.9K	0.1% ($339.9K/$578.9M)	QoQ -5.97% (-$21.6K) YoY +26.58% (+$71.4K)
(DVYcusip464287168)	2.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$328.3K	0.1% ($328.3K/$578.9M)	QoQ +2.28% (+$7.3K) YoY +9.01% (+$27.2K)
BOEING CO(BAcusip097023105)	1.9K	QoQ +4.49% (+81) YoY -28.28% (-743)	All Managers (Combined)	$321.3K	0.1% ($321.3K/$578.9M)	QoQ +0.68% (+$2.2K) YoY -36.62% (-$185.7K)
(cusip46137V217)✕	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$312.7K	0.1% ($312.7K/$578.9M)	QoQ NEW(+$312.7K) YoY NEW(+$312.7K)
AMPHENOL CORP /DE/(APHcusip032095101)	4.7K	QoQ +2.90% (-132) YoY +105.80% (+2.4K)	All Managers (Combined)	$306.7K	0.1% ($306.7K/$578.9M)	QoQ -2.81% (-$8.9K) YoY +17.02% (+$44.6K)
Johnson Controls International plc(JCIcusipG51502105)	3.8K	QoQ -1.63% (-63) YoY -0.05% (-2)	All Managers (Combined)	$303.4K	0.1% ($303.4K/$578.9M)	QoQ -0.15% (-$466) YoY +22.58% (-$55.9K)
W.W. GRAINGER, INC.(GWWcusip384802104)	307	QoQ +2.33% (-7) YoY +2.33% (-7)	All Managers (Combined)	$303.3K	0.1% ($303.3K/$578.9M)	QoQ -4.09% (-$13.0K) YoY -0.63% (-$1.9K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	2.7K	QoQ +1.20% (+32) YoY -0.51% (-14)	All Managers (Combined)	$292.7K	0.1% ($292.7K/$578.9M)	QoQ +17.28% (+$43.1K) YoY +32.01% (-$71.0K)
Palantir Technologies Inc.(PLTRcusip69608A108)	3.5K	QoQ +14.50% (+438) YoY NEW(+3.5K)	All Managers (Combined)	$291.9K	0.1% ($291.9K/$578.9M)	QoQ +27.77% (+$63.5K) YoY NEW(+$291.9K)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	500	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$290.7K	0.1% ($290.7K/$578.9M)	QoQ +0.82% (+$2.4K) YoY +36.79% (+$78.2K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	581	QoQ +6.02% (+33) YoY +6.02% (-33)	All Managers (Combined)	$289.2K	0.0% ($289.2K/$578.9M)	QoQ +1.40% (+$4.0K) YoY -9.21% (-$29.3K)
PPG INDUSTRIES INC(PPGcusip693506107)	2.6K	QoQ +1.50% (-39) YoY +1.50% (-39)	All Managers (Combined)	$288.6K	0.0% ($288.6K/$578.9M)	QoQ -7.08% (-$22.0K) YoY -23.40% (-$88.2K)