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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VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:59.2K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$578.9M)

921943858

VEA|921943858

Shares:51.8K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$578.9M)

CHEVRON CORP

CVX|166764100

Shares:15.7K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$578.9M)

Tesla, Inc.

TSLA|88160R101

Shares:9.8K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$578.9M)

464287598

IWD|464287598

Shares:13.4K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$578.9M)

PAYCHEX INC

PAYX|704326107

Shares:16.2K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$578.9M)

STARBUCKS CORP

SBUX|855244109

Shares:25.4K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$578.9M)

92206C870

VCIT|92206C870

Shares:29.0K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$578.9M)

OMNICOM GROUP INC.

OMC|681919106

Shares:27.5K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$578.9M)

Mondelez International, Inc.

MDLZ|609207105

Shares:31.6K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$578.9M)

VISA INC.

V|92826C839

Shares:6.1K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$578.9M)

AbbVie Inc.

ABBV|00287Y109

Shares:9.9K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$578.9M)

464288877

Shares:35.0K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$578.9M)

MORGAN STANLEY

MS|617446448

Shares:17.1K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$578.9M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:6.4K

Value:$1.9M