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

240 positions • $578.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 5 of 12

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WASTE MANAGEMENT INC

Shares:7.5K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$578.9M)

COCA COLA CO

Shares:24.1K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$578.9M)

Air Products & Chemicals, Inc.

Shares:5.8K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$578.9M)

921908844

Shares:8.7K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$578.9M)

464288513

Shares:21.2K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$578.9M)

AMGEN INC

Shares:5.3K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$578.9M)

028241000

Shares:12.4K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$578.9M)

92206C409

Shares:20.7K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$578.9M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$578.9M)

808524797

Shares:56.6K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$578.9M)

UNITEDHEALTH GROUP INC

Shares:2.9K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$578.9M)

GENERAL MILLS INC

Shares:25.2K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$578.9M)

INTUIT INC.

Shares:2.4K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$578.9M)

MOODYS CORP /DE/

Shares:3.1K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$578.9M)

HUBBELL INC

Shares:4.3K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$578.9M)

MARSH & MCLENNAN COMPANIES, INC.

Shares:5.7K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$578.9M)

EMERSON ELECTRIC CO

Shares:12.6K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$578.9M)

464288885

Shares:13.7K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$578.9M)

INTUITIVE SURGICAL INC

Shares:2.7K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$578.9M)

BlackRock, Inc.

Shares:1.4K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$578.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WASTE MANAGEMENT INC(WMcusip94106L109)	7.5K	QoQ -0.40% (-31) YoY +0.14% (+11)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$578.9M)	QoQ +14.25% (-$217.8K) YoY +8.76% (+$140.6K)
COCA COLA CO(KOcusip191216100)	24.1K	QoQ -1.81% (-446) YoY -4.15% (-1.0K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$578.9M)	QoQ +12.94% (-$197.5K) YoY +12.19% (-$187.3K)
Air Products & Chemicals, Inc.(APDcusip009158106)	5.8K	QoQ +5.43% (+300) YoY +6.53% (+357)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$578.9M)	QoQ +7.20% (+$115.4K) YoY +29.68% (+$392.9K)
(VIGcusip921908844)	8.7K	QoQ -2.73% (-246) YoY -15.86% (-1.6K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$578.9M)	QoQ -3.65% (-$64.3K) YoY -10.61% (-$201.3K)
(cusip464288513)✕	21.2K	QoQ +1.89% (+395) YoY +6.04% (+1.2K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$578.9M)	QoQ +2.20% (+$36.2K) YoY +7.63% (+$118.7K)
AMGEN INC(AMGNcusip031162100)	5.3K	QoQ +3.65% (+188) YoY +16.63% (+760)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$578.9M)	QoQ +23.89% (+$320.3K) YoY +27.79% (+$361.2K)
(cusip028241000)✕	12.4K	QoQ -1.04% (-131) YoY -8.84% (-1.2K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$578.9M)	QoQ +16.04% (-$227.7K) YoY +6.38% (-$98.8K)
(cusip92206C409)✕	20.7K	QoQ +1.42% (+291) YoY +10.05% (+1.9K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$578.9M)	QoQ +2.63% (+$41.9K) YoY +12.37% (+$179.6K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$578.9M)	QoQ +17.25% (+$235.0K) YoY +25.84% (+$328.0K)
(SCHDcusip808524797)	56.6K	QoQ +10.10% (+5.2K) YoY +500.14% (+47.2K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$578.9M)	QoQ +12.68% (+$178.1K) YoY +108.09% (+$821.9K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.9K	QoQ -2.34% (-69) YoY -17.57% (-613)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$578.9M)	QoQ +1.11% (-$16.7K) YoY -12.72% (-$219.7K)
GENERAL MILLS INC(GIScusip370334104)	25.2K	QoQ +1.12% (-279) YoY -3.24% (-845)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$578.9M)	QoQ -5.18% (-$82.4K) YoY -17.32% (-$315.4K)
INTUIT INC.(INTUcusip461202103)	2.4K	QoQ +0.54% (-13) YoY -10.17% (-273)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$578.9M)	QoQ -1.77% (-$26.8K) YoY -15.15% (-$264.2K)
MOODYS CORP /DE/(MCOcusip615369105)	3.1K	QoQ +0.45% (-14) YoY +0.45% (+14)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$578.9M)	QoQ -1.17% (-$17.3K) YoY +19.02% (+$232.1K)
HUBBELL INC(HUBBcusip443510607)	4.3K	QoQ -1.25% (-55) YoY -4.31% (-196)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$578.9M)	QoQ -21.99% (-$405.1K) YoY -23.72% (-$447.0K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	5.7K	QoQ +0.93% (+53) YoY +0.85% (+49)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$578.9M)	QoQ +15.95% (+$193.1K) YoY +19.49% (+$228.9K)
EMERSON ELECTRIC CO(EMRcusip291011104)	12.6K	QoQ -5.04% (-668) YoY -24.14% (-4.0K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$578.9M)	QoQ -15.99% (-$262.5K) YoY -26.67% (-$501.7K)
(EFGcusip464288885)	13.7K	QoQ +0.10% (+14) YoY -1.03% (-144)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$578.9M)	QoQ +3.37% (+$44.9K) YoY -4.64% (-$67.0K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	2.7K	QoQ +0.36% (-10) YoY -9.20% (-276)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$578.9M)	QoQ -4.76% (-$67.5K) YoY +12.68% (-$151.8K)
BlackRock, Inc.(BLKcusip09247X101)	1.4K	QoQ -0.14% (-2) YoY -11.60% (-183)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$578.9M)	QoQ -7.79% (-$111.6K) YoY +0.33% (-$4.4K)