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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INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:2.7K

Value:$1.3M

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

BANCFIRST CORP /OK/

BANF|05945F103

Shares:11.4K

Value:$1.3M

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

PRICE T ROWE GROUP INC

TROW|74144T108

Shares:13.5K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$578.9M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:5.6K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$578.9M)

464287457

Shares:14.4K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$578.9M)

STRYKER CORP

SYK|863667101

Shares:3.1K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$578.9M)

921946810

VIGI|921946810

Shares:13.8K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$578.9M)

Booking Holdings Inc.

BKNG|09857L108

Shares:242

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$578.9M)

46432F859

Shares:22.6K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$578.9M)

MCCORMICK & CO INC

MKC|579780206

Shares:13.1K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$578.9M)

922908769

VTI|922908769

Shares:3.8K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$578.9M)

CLOROX CO /DE/

CLX|189054109

Shares:7.0K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$578.9M)

CATERPILLAR INC

CAT|149123101

Shares:3.0K

Value:$996.2K

% of Portfolio:0.2% ($996.2K/$578.9M)

464287465

EFA|464287465

Shares:12.1K

Value:$985.5K

% of Portfolio:0.2% ($985.5K/$578.9M)

NetApp, Inc.

NTAP|64110D104

Shares:11.2K

Value:$983.0K

% of Portfolio:0.2% ($983.0K/$578.9M)

ECOLAB INC.

ECL|278865100

Shares:3.8K

Value:$960.8K

% of Portfolio:0.2% ($960.8K/$578.9M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:7.9K

Value:$958.4K

% of Portfolio:0.2% ($958.4K/$578.9M)

AMDOCS LTD

DOX|G02602103

Shares:10.4K

Value:$956.0K

% of Portfolio:0.2% ($956.0K/$578.9M)

DEERE & CO

DE|244199105

Shares:2.0K

Value:$953.7K

% of Portfolio:0.2% ($953.7K/$578.9M)

HEICO CORP

HEI|422806109

Shares:3.5K

Value:$934.1K

% of Portfolio:0.2% ($934.1K/$578.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.7K	QoQ -0.11% (-3) YoY +1.76% (+47)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$578.9M)	QoQ -8.37% (-$116.1K) YoY +7.44% (+$87.9K)
BANCFIRST CORP /OK/(BANFcusip05945F103)	11.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$578.9M)	QoQ -6.23% (-$83.5K) YoY +24.80% (+$249.6K)
PRICE T ROWE GROUP INC(TROWcusip74144T108)	13.5K	QoQ +0.54% (-74) YoY -15.38% (-2.5K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$578.9M)	QoQ -18.31% (-$279.2K) YoY -36.23% (-$707.4K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	5.6K	QoQ -0.26% (-15) YoY -6.00% (-361)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$578.9M)	QoQ -6.50% (-$83.3K) YoY -3.02% (-$37.3K)
(cusip464287457)✕	14.4K	QoQ -8.90% (-1.4K) YoY -37.09% (-8.5K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$578.9M)	QoQ -8.07% (-$104.7K) YoY -36.36% (-$681.5K)
STRYKER CORP(SYKcusip863667101)	3.1K	QoQ -5.71% (-190) YoY -3.68% (-120)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$578.9M)	QoQ -2.52% (-$30.2K) YoY +0.18% (-$2.1K)
(VIGIcusip921946810)	13.8K	QoQ -2.75% (-392) YoY -20.01% (-3.5K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$578.9M)	QoQ +0.82% (-$9.4K) YoY -18.62% (-$262.3K)
Booking Holdings Inc.(BKNGcusip09857L108)	242	QoQ -1.62% (-4) YoY -11.67% (-32)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$578.9M)	QoQ -8.78% (-$107.4K) YoY +12.15% (-$120.8K)
(cusip46432F859)✕	22.6K	QoQ -31.18% (-10.3K) YoY -42.93% (-17.0K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$578.9M)	QoQ -30.34% (-$477.1K) YoY -41.83% (-$787.6K)
MCCORMICK & CO INC(MKCcusip579780206)	13.1K	QoQ -8.85% (-1.3K) YoY -15.83% (-2.5K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$578.9M)	QoQ -1.59% (-$17.5K) YoY -9.81% (-$117.4K)
(VTIcusip922908769)	3.8K	QoQ +30.00% (+875) YoY +26.57% (+796)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$578.9M)	QoQ +23.29% (+$196.9K) YoY +33.85% (+$263.5K)
CLOROX CO /DE/(CLXcusip189054109)	7.0K	QoQ -0.86% (-61) YoY -20.32% (-1.8K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$578.9M)	QoQ -10.11% (-$115.8K) YoY -23.37% (-$313.8K)
CATERPILLAR INC(CATcusip149123101)	3.0K	QoQ +3.28% (-96) YoY +5.29% (-152)	All Managers (Combined)	$996.2K	0.2% ($996.2K/$578.9M)	QoQ -6.09% (-$64.7K) YoY -5.22% (-$54.9K)
(EFAcusip464287465)	12.1K	QoQ +11.05% (+1.2K) YoY +4.77% (+550)	All Managers (Combined)	$985.5K	0.2% ($985.5K/$578.9M)	QoQ +20.04% (+$164.5K) YoY +7.23% (+$66.5K)
NetApp, Inc.(NTAPcusip64110D104)	11.2K	QoQ +6.66% (-699) YoY +35.30% (+2.9K)	All Managers (Combined)	$983.0K	0.2% ($983.0K/$578.9M)	QoQ -19.28% (-$234.9K) YoY +13.22% (+$114.8K)
ECOLAB INC.(ECLcusip278865100)	3.8K	QoQ -0.28% (-11) YoY -7.51% (-308)	All Managers (Combined)	$960.8K	0.2% ($960.8K/$578.9M)	QoQ +7.88% (-$70.2K) YoY +1.54% (-$14.6K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	7.9K	QoQ -1.00% (-80) YoY -7.49% (-638)	All Managers (Combined)	$958.4K	0.2% ($958.4K/$578.9M)	QoQ -0.19% (-$1.9K) YoY +11.08% (-$95.7K)
AMDOCS LTD(DOXcusipG02602103)	10.4K	QoQ +11.64% (+1.1K) YoY NEW(+10.4K)	All Managers (Combined)	$956.0K	0.2% ($956.0K/$578.9M)	QoQ +19.99% (+$159.3K) YoY NEW(+$956.0K)
DEERE & CO(DEcusip244199105)	2.0K	QoQ +1.54% (+31) YoY -2.30% (-48)	All Managers (Combined)	$953.7K	0.2% ($953.7K/$578.9M)	QoQ +12.49% (+$105.9K) YoY +11.63% (-$99.4K)
HEICO CORP(HEIcusip422806109)	3.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$934.1K	0.2% ($934.1K/$578.9M)	QoQ +12.38% (+$103.0K) YoY +39.89% (+$266.4K)