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 12 of 12

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81369Y605

Shares:4.7K

Value:$232.8K

% of Portfolio:0.0% ($232.8K/$578.9M)

61774R106

Shares:4.0K

Value:$231.6K

% of Portfolio:0.0% ($231.6K/$578.9M)

464287606

IJK|464287606

Shares:2.7K

Value:$227.2K

% of Portfolio:0.0% ($227.2K/$578.9M)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:632

Value:$218.2K

% of Portfolio:0.0% ($218.2K/$578.9M)

MARKEL GROUP INC.

MKL|570535104

Shares:115

Value:$215.0K

% of Portfolio:0.0% ($215.0K/$578.9M)

NETFLIX INC

NFLX|64110L106

Shares:230

Value:$214.6K

% of Portfolio:0.0% ($214.6K/$578.9M)

ESSEX PROPERTY TRUST, INC.

ESS|297178105

Shares:700

Value:$214.6K

% of Portfolio:0.0% ($214.6K/$578.9M)

GFL Environmental Inc.

GFL.TO|36168Q104

Shares:4.4K

Value:$213.8K

% of Portfolio:0.0% ($213.8K/$578.9M)

Post Holdings, Inc.

POST|737446104

Shares:1.8K

Value:$209.4K

% of Portfolio:0.0% ($209.4K/$578.9M)

AFFILIATED MANAGERS GROUP, INC.

AMG|008252108

Shares:1.2K

Value:$208.4K

% of Portfolio:0.0% ($208.4K/$578.9M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:143

Value:$204.9K

% of Portfolio:0.0% ($204.9K/$578.9M)

NOVO NORDISK A S

NVO|670100205

Shares:2.9K

Value:$204.2K

% of Portfolio:0.0% ($204.2K/$578.9M)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:4.2K

Value:$204.1K

% of Portfolio:0.0% ($204.1K/$578.9M)

SYNOPSYS INC

SNPS|871607107

Shares:470

Value:$201.6K

% of Portfolio:0.0% ($201.6K/$578.9M)

FAIR ISAAC CORP

FICO|303250104

Shares:109

Value:$201.0K

% of Portfolio:0.0% ($201.0K/$578.9M)

Ready Capital Corp

RC|75574U101

Shares:22.9K

Value:$116.7K

% of Portfolio:0.0% ($116.7K/$578.9M)

LIGHTPATH TECHNOLOGIES INC

LPTH|532257805

Shares:32.1K

Value:$64.6K

% of Portfolio:0.0% ($64.6K/$578.9M)

Leslie's, Inc.

LESL|527064109

Shares:28.1K

Value:$20.7K

% of Portfolio:0.0% ($20.7K/$578.9M)

CaliberCos Inc.

CWD|13000T109

Shares:33.0K

Value:$18.3K

% of Portfolio:0.0% ($18.3K/$578.9M)

75973T101

Shares:10.0K

Value:$2.2K

% of Portfolio:0.0% ($2.2K/$578.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y605)✕	4.7K	QoQ -7.68% (-389) YoY -30.58% (-2.1K)	All Managers (Combined)	$232.8K	0.0% ($232.8K/$578.9M)	QoQ -4.84% (-$11.8K) YoY -17.89% (-$50.8K)
(cusip61774R106)✕	4.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$231.6K	0.0% ($231.6K/$578.9M)	QoQ +4.93% (+$10.9K) YoY +1.61% (+$3.7K)
(IJKcusip464287606)	2.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$227.2K	0.0% ($227.2K/$578.9M)	QoQ -8.41% (-$20.9K) YoY -8.73% (-$21.7K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	632	QoQ NEW(+632) YoY NEW(+632)	All Managers (Combined)	$218.2K	0.0% ($218.2K/$578.9M)	QoQ NEW(+$218.2K) YoY NEW(+$218.2K)
MARKEL GROUP INC.(MKLcusip570535104)	115	QoQ NEW(+115) YoY -13.53% (-18)	All Managers (Combined)	$215.0K	0.0% ($215.0K/$578.9M)	QoQ NEW(+$215.0K) YoY +6.25% (-$12.6K)
NETFLIX INC(NFLXcusip64110L106)	230	QoQ NEW(+230) YoY -54.36% (-274)	All Managers (Combined)	$214.6K	0.0% ($214.6K/$578.9M)	QoQ NEW(+$214.6K) YoY -29.89% (-$91.5K)
ESSEX PROPERTY TRUST, INC.(ESScusip297178105)	700	QoQ NEW(+700) YoY -17.64% (-150)	All Managers (Combined)	$214.6K	0.0% ($214.6K/$578.9M)	QoQ NEW(+$214.6K) YoY +3.12% (-$6.5K)
GFL Environmental Inc.(GFL.TOcusip36168Q104)	4.4K	QoQ -31.66% (-2.0K) YoY -44.33% (-3.5K)	All Managers (Combined)	$213.8K	0.0% ($213.8K/$578.9M)	QoQ -25.87% (-$74.6K) YoY -22.05% (-$60.5K)
Post Holdings, Inc.(POSTcusip737446104)	1.8K	QoQ -56.36% (-2.3K) YoY -60.99% (-2.8K)	All Managers (Combined)	$209.4K	0.0% ($209.4K/$578.9M)	QoQ -55.63% (-$262.7K) YoY -57.29% (-$281.0K)
AFFILIATED MANAGERS GROUP, INC.(AMGcusip008252108)	1.2K	QoQ -44.01% (-975) YoY -50.69% (-1.3K)	All Managers (Combined)	$208.4K	0.0% ($208.4K/$578.9M)	QoQ -49.13% (-$201.2K) YoY -50.53% (-$212.8K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	143	QoQ NEW(+143) YoY NEW(+143)	All Managers (Combined)	$204.9K	0.0% ($204.9K/$578.9M)	QoQ NEW(+$204.9K) YoY NEW(+$204.9K)
NOVO NORDISK A S(NVOcusip670100205)	2.9K	QoQ +2.08% (-60) YoY -8.20% (-263)	All Managers (Combined)	$204.2K	0.0% ($204.2K/$578.9M)	QoQ -17.59% (-$43.6K) YoY -50.35% (-$207.2K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	4.2K	QoQ 0.00% (-0) YoY -10.60% (-500)	All Managers (Combined)	$204.1K	0.0% ($204.1K/$578.9M)	QoQ -15.58% (-$37.7K) YoY -51.75% (-$219.0K)
SYNOPSYS INC(SNPScusip871607107)	470	QoQ +5.38% (-24) YoY +5.38% (-24)	All Managers (Combined)	$201.6K	0.0% ($201.6K/$578.9M)	QoQ -6.88% (-$14.9K) YoY -20.92% (-$53.3K)
FAIR ISAAC CORP(FICOcusip303250104)	109	QoQ +5.82% (-6) YoY NEW(+109)	All Managers (Combined)	$201.0K	0.0% ($201.0K/$578.9M)	QoQ -1.97% (-$4.1K) YoY NEW(+$201.0K)
Ready Capital Corp(RCcusip75574U101)	22.9K	QoQ +3.71% (-821) YoY +14.63% (-2.9K)	All Managers (Combined)	$116.7K	0.0% ($116.7K/$578.9M)	QoQ -22.59% (-$34.1K) YoY -36.08% (-$65.9K)
LIGHTPATH TECHNOLOGIES INC(LPTHcusip532257805)	32.1K	QoQ +14.82% (-4.2K) YoY +31.11% (+7.6K)	All Managers (Combined)	$64.6K	0.0% ($64.6K/$578.9M)	QoQ -34.62% (-$34.2K) YoY +90.97% (+$30.8K)
Leslie's, Inc.(LESLcusip527064109)	28.1K	QoQ -15.11% (-5.0K) YoY -9.71% (-3.0K)	All Managers (Combined)	$20.7K	0.0% ($20.7K/$578.9M)	QoQ -72.00% (-$53.1K) YoY -89.78% (-$181.5K)
CaliberCos Inc.(CWDcusip13000T109)	33.0K	QoQ 0.00% (-0) YoY NEW(+33.0K)	All Managers (Combined)	$18.3K	0.0% ($18.3K/$578.9M)	QoQ -20.76% (-$4.8K) YoY NEW(+$18.3K)
(cusip75973T101)✕	10.0K	QoQ 0.00% (+0) YoY -16.66% (-2.0K)	All Managers (Combined)	$2.2K	0.0% ($2.2K/$578.9M)	QoQ +4.71% (+$99) YoY -78.68% (-$8.1K)