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

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Corteva, Inc.

CTVA|22052L104

Shares:67.8K

Value:$4.3M

% of Portfolio:0.7% ($4.3M/$578.9M)

Broadcom Inc.

AVGO|11135F101

Shares:24.8K

Value:$4.2M

% of Portfolio:0.7% ($4.2M/$578.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:4.4K

Value:$4.1M

% of Portfolio:0.7% ($4.1M/$578.9M)

NVIDIA CORP

NVDA|67066G104

Shares:37.6K

Value:$4.1M

% of Portfolio:0.7% ($4.1M/$578.9M)

922908363

VOO|922908363

Shares:7.9K

Value:$4.1M

% of Portfolio:0.7% ($4.1M/$578.9M)

EXXON MOBIL CORP

XOM|30231G102

Shares:33.0K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$578.9M)

46641Q837

Shares:76.4K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$578.9M)

HERSHEY CO

HSY|427866108

Shares:21.0K

Value:$3.6M

% of Portfolio:0.6% ($3.6M/$578.9M)

BROWN & BROWN, INC.

BRO|115236101

Shares:27.1K

Value:$3.4M

% of Portfolio:0.6% ($3.4M/$578.9M)

922908751

VB|922908751

Shares:14.3K

Value:$3.2M

% of Portfolio:0.5% ($3.2M/$578.9M)

DOLLAR GENERAL CORP

DG|256677105

Shares:35.9K

Value:$3.2M

% of Portfolio:0.5% ($3.2M/$578.9M)

MCDONALDS CORP

MCD|580135101

Shares:9.9K

Value:$3.1M

% of Portfolio:0.5% ($3.1M/$578.9M)

33739E108

Shares:172.7K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$578.9M)

AT&T INC.

T|00206R102

Shares:105.3K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$578.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:5.3K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$578.9M)

ELI LILLY & Co

LLY|532457108

Shares:3.6K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$578.9M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:46.3K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$578.9M)

Alphabet Inc.

GOOG|02079K107

Shares:18.0K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$578.9M)

TERADYNE, INC

TER|880770102

Shares:34.0K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$578.9M)

Walmart Inc.

WMT|931142103

Shares:32.0K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$578.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Corteva, Inc.(CTVAcusip22052L104)	67.8K	QoQ +4.82% (+3.1K) YoY +11.97% (+7.2K)	All Managers (Combined)	$4.3M	0.7% ($4.3M/$578.9M)	QoQ +15.81% (+$582.4K) YoY +22.18% (+$774.4K)
Broadcom Inc.(AVGOcusip11135F101)	24.8K	QoQ -14.65% (-4.3K) YoY +740.03% (+21.9K)	All Managers (Combined)	$4.2M	0.7% ($4.2M/$578.9M)	QoQ -38.36% (-$2.6M) YoY +6.08% (+$238.5K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	4.4K	QoQ -5.73% (-265) YoY -11.39% (-560)	All Managers (Combined)	$4.1M	0.7% ($4.1M/$578.9M)	QoQ -2.69% (-$114.1K) YoY +14.39% (-$518.6K)
NVIDIA CORP(NVDAcusip67066G104)	37.6K	QoQ +7.74% (-2.7K) YoY +881.25% (+33.8K)	All Managers (Combined)	$4.1M	0.7% ($4.1M/$578.9M)	QoQ -13.04% (-$611.9K) YoY +17.69% (+$613.3K)
(VOOcusip922908363)	7.9K	QoQ +39.04% (+2.2K) YoY +37.96% (+2.2K)	All Managers (Combined)	$4.1M	0.7% ($4.1M/$578.9M)	QoQ +32.61% (+$1.0M) YoY +47.47% (+$1.3M)
EXXON MOBIL CORP(XOMcusip30231G102)	33.0K	QoQ +0.52% (+171) YoY -0.86% (-287)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$578.9M)	QoQ +11.13% (+$393.7K) YoY +1.43% (-$55.5K)
(cusip46641Q837)✕	76.4K	QoQ +99.86% (+38.2K) YoY +41.25% (+22.3K)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$578.9M)	QoQ +100.89% (+$1.9M) YoY +41.76% (+$1.1M)
HERSHEY CO(HSYcusip427866108)	21.0K	QoQ +5.16% (+1.0K) YoY +12.37% (-2.3K)	All Managers (Combined)	$3.6M	0.6% ($3.6M/$578.9M)	QoQ +6.21% (+$210.6K) YoY -1.18% (-$43.0K)
BROWN & BROWN, INC.(BROcusip115236101)	27.1K	QoQ -1.00% (-275) YoY -32.93% (-13.3K)	All Managers (Combined)	$3.4M	0.6% ($3.4M/$578.9M)	QoQ +20.71% (-$578.2K) YoY -4.69% (-$165.8K)
(VBcusip922908751)	14.3K	QoQ -2.27% (-333) YoY -8.90% (-1.4K)	All Managers (Combined)	$3.2M	0.5% ($3.2M/$578.9M)	QoQ -9.80% (-$345.2K) YoY -11.63% (-$417.9K)
DOLLAR GENERAL CORP(DGcusip256677105)	35.9K	QoQ +53.11% (+12.5K) YoY +61.78% (-13.7K)	All Managers (Combined)	$3.2M	0.5% ($3.2M/$578.9M)	QoQ +77.56% (+$1.4M) YoY -8.84% (-$306.7K)
MCDONALDS CORP(MCDcusip580135101)	9.9K	QoQ -9.60% (-1.0K) YoY -12.53% (-1.4K)	All Managers (Combined)	$3.1M	0.5% ($3.1M/$578.9M)	QoQ -2.58% (-$81.9K) YoY -3.10% (-$98.6K)
(cusip33739E108)✕	172.7K	QoQ -14.01% (-28.1K) YoY -65.51% (-328.0K)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$578.9M)	QoQ -14.54% (-$516.9K) YoY -64.97% (-$5.6M)
AT&T INC.(Tcusip00206R102)	105.3K	QoQ -3.67% (-4.0K) YoY -15.22% (-18.9K)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$578.9M)	QoQ +19.63% (-$488.6K) YoY +36.22% (-$791.7K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	5.3K	QoQ -10.91% (-650) YoY -19.19% (-1.3K)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$578.9M)	QoQ -14.97% (-$522.6K) YoY -13.59% (-$466.9K)
ELI LILLY & Co(LLYcusip532457108)	3.6K	QoQ +2.53% (+88) YoY +3.99% (+137)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$578.9M)	QoQ +9.69% (+$260.1K) YoY +10.40% (+$277.5K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	46.3K	QoQ -1.62% (-766) YoY -73.31% (-127.2K)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$578.9M)	QoQ +2.54% (-$70.8K) YoY -67.00% (-$5.8M)
Alphabet Inc.(GOOGcusip02079K107)	18.0K	QoQ +3.46% (-604) YoY -0.30% (-55)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$578.9M)	QoQ -15.12% (-$502.3K) YoY +2.30% (-$63.4K)
TERADYNE, INC(TERcusip880770102)	34.0K	QoQ -22.99% (-10.2K) YoY -20.75% (-8.9K)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$578.9M)	QoQ -49.48% (-$2.8M) YoY -41.98% (-$2.0M)
Walmart Inc.(WMTcusip931142103)	32.0K	QoQ +1.03% (-326) YoY -8.22% (-2.9K)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$578.9M)	QoQ -1.83% (-$52.4K) YoY +33.90% (-$710.6K)