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 11 of 12

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GE Vernova Inc.

GEV|36828A101

Shares:945

Value:$288.5K

% of Portfolio:0.0% ($288.5K/$578.9M)

78468R663

Shares:3.1K

Value:$286.7K

% of Portfolio:0.0% ($286.7K/$578.9M)

81369Y803

XLK|81369Y803

Shares:1.4K

Value:$285.2K

% of Portfolio:0.0% ($285.2K/$578.9M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:4.7K

Value:$283.4K

% of Portfolio:0.0% ($283.4K/$578.9M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:4.6K

Value:$278.8K

% of Portfolio:0.0% ($278.8K/$578.9M)

CSX CORP

CSX|126408103

Shares:9.2K

Value:$269.3K

% of Portfolio:0.0% ($269.3K/$578.9M)

SOUTHERN CO

SO|842587107

Shares:2.9K

Value:$268.4K

% of Portfolio:0.0% ($268.4K/$578.9M)

BOK FINANCIAL CORP

BOKF|05561Q201

Shares:2.6K

Value:$268.0K

% of Portfolio:0.0% ($268.0K/$578.9M)

464287481

IWP|464287481

Shares:2.3K

Value:$264.4K

% of Portfolio:0.0% ($264.4K/$578.9M)

Bank of New York Mellon Corp

BK|064058100

Shares:3.1K

Value:$260.7K

% of Portfolio:0.0% ($260.7K/$578.9M)

922908736

VUG|922908736

Shares:696

Value:$258.3K

% of Portfolio:0.0% ($258.3K/$578.9M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:2.3K

Value:$252.6K

% of Portfolio:0.0% ($252.6K/$578.9M)

464287473

IWS|464287473

Shares:2.0K

Value:$248.5K

% of Portfolio:0.0% ($248.5K/$578.9M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:3.9K

Value:$247.8K

% of Portfolio:0.0% ($247.8K/$578.9M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:2.2K

Value:$246.6K

% of Portfolio:0.0% ($246.6K/$578.9M)

CLARIVATE PLC

CLVT|G21810109

Shares:61.7K

Value:$242.6K

% of Portfolio:0.0% ($242.6K/$578.9M)

GARMIN LTD

GRMN|H2906T109

Shares:1.1K

Value:$238.2K

% of Portfolio:0.0% ($238.2K/$578.9M)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:1.3K

Value:$236.9K

% of Portfolio:0.0% ($236.9K/$578.9M)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

Shares:494

Value:$236.2K

% of Portfolio:0.0% ($236.2K/$578.9M)

46434V621

DGRO|46434V621

Shares:3.8K

Value:$233.1K

% of Portfolio:0.0% ($233.1K/$578.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GE Vernova Inc.(GEVcusip36828A101)	945	QoQ +24.67% (+187) YoY NEW(+945)	All Managers (Combined)	$288.5K	0.0% ($288.5K/$578.9M)	QoQ +15.70% (+$39.2K) YoY NEW(+$288.5K)
(cusip78468R663)✕	3.1K	QoQ -31.88% (-1.5K) YoY NEW(+3.1K)	All Managers (Combined)	$286.7K	0.0% ($286.7K/$578.9M)	QoQ -31.66% (-$132.8K) YoY NEW(+$286.7K)
(XLKcusip81369Y803)	1.4K	QoQ +2.75% (-37) YoY -0.86% (-12)	All Managers (Combined)	$285.2K	0.0% ($285.2K/$578.9M)	QoQ -8.78% (-$27.5K) YoY -1.71% (-$5.0K)
ALTRIA GROUP, INC.(MOcusip02209S103)	4.7K	QoQ +4.12% (+187) YoY NEW(+4.7K)	All Managers (Combined)	$283.4K	0.0% ($283.4K/$578.9M)	QoQ +19.51% (+$46.3K) YoY NEW(+$283.4K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	4.6K	QoQ -5.42% (-262) YoY -7.28% (-359)	All Managers (Combined)	$278.8K	0.0% ($278.8K/$578.9M)	QoQ +1.98% (-$5.4K) YoY +4.27% (-$11.4K)
CSX CORP(CSXcusip126408103)	9.2K	QoQ +1.66% (-150) YoY -1.93% (-181)	All Managers (Combined)	$269.3K	0.0% ($269.3K/$578.9M)	QoQ -7.28% (-$21.1K) YoY -22.15% (-$76.6K)
SOUTHERN CO(SOcusip842587107)	2.9K	QoQ +9.16% (+245) YoY NEW(+2.9K)	All Managers (Combined)	$268.4K	0.0% ($268.4K/$578.9M)	QoQ +21.95% (+$48.3K) YoY NEW(+$268.4K)
BOK FINANCIAL CORP(BOKFcusip05561Q201)	2.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$268.0K	0.0% ($268.0K/$578.9M)	QoQ -2.16% (-$5.9K) YoY +13.20% (+$31.3K)
(IWPcusip464287481)	2.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$264.4K	0.0% ($264.4K/$578.9M)	QoQ -7.30% (-$20.8K) YoY +2.93% (+$7.5K)
Bank of New York Mellon Corp(BKcusip064058100)	3.1K	QoQ +0.22% (+7) YoY NEW(+3.1K)	All Managers (Combined)	$260.7K	0.0% ($260.7K/$578.9M)	QoQ +9.43% (+$22.5K) YoY NEW(+$260.7K)
(VUGcusip922908736)	696	QoQ 0.00% (-0) YoY -16.24% (-135)	All Managers (Combined)	$258.3K	0.0% ($258.3K/$578.9M)	QoQ -9.61% (-$27.5K) YoY -9.77% (-$28.0K)
CONSOLIDATED EDISON INC(EDcusip209115104)	2.3K	QoQ -3.83% (-91) YoY NEW(+2.3K)	All Managers (Combined)	$252.6K	0.0% ($252.6K/$578.9M)	QoQ +19.18% (-$40.7K) YoY NEW(+$252.6K)
(IWScusip464287473)	2.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$248.5K	0.0% ($248.5K/$578.9M)	QoQ -2.60% (-$6.6K) YoY +0.51% (+$1.3K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	3.9K	QoQ -15.59% (-722) YoY +4.40% (+165)	All Managers (Combined)	$247.8K	0.0% ($247.8K/$578.9M)	QoQ -21.59% (-$68.3K) YoY +13.87% (+$30.2K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	2.2K	QoQ NEW(+2.2K) YoY +35.87% (+575)	All Managers (Combined)	$246.6K	0.0% ($246.6K/$578.9M)	QoQ NEW(+$246.6K) YoY +16.50% (+$34.9K)
CLARIVATE PLC(CLVTcusipG21810109)	61.7K	QoQ -15.93% (-11.7K) YoY -19.00% (-14.5K)	All Managers (Combined)	$242.6K	0.0% ($242.6K/$578.9M)	QoQ -34.96% (-$130.4K) YoY -57.15% (-$323.7K)
GARMIN LTD(GRMNcusipH2906T109)	1.1K	QoQ +1.38% (+15) YoY NEW(+1.1K)	All Managers (Combined)	$238.2K	0.0% ($238.2K/$578.9M)	QoQ +6.72% (+$15.0K) YoY NEW(+$238.2K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	1.3K	QoQ -6.85% (-95) YoY -24.63% (-422)	All Managers (Combined)	$236.9K	0.0% ($236.9K/$578.9M)	QoQ -22.65% (-$69.4K) YoY -49.10% (-$228.6K)
MARTIN MARIETTA MATERIALS INC(MLMcusip573284106)	494	QoQ 0.00% (-0) YoY +0.81% (-4)	All Managers (Combined)	$236.2K	0.0% ($236.2K/$578.9M)	QoQ -7.42% (-$19.0K) YoY -21.48% (-$64.6K)
(DGROcusip46434V621)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$233.1K	0.0% ($233.1K/$578.9M)	QoQ NEW(+$233.1K) YoY NEW(+$233.1K)