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 7 of 12

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Salesforce, Inc.

CRM|79466L302

Shares:3.4K

Value:$913.3K

% of Portfolio:0.2% ($913.3K/$578.9M)

Zoetis Inc.

ZTS|98978V103

Shares:5.5K

Value:$898.6K

% of Portfolio:0.2% ($898.6K/$578.9M)

464287648

IWO|464287648

Shares:3.4K

Value:$863.9K

% of Portfolio:0.1% ($863.9K/$578.9M)

WILLIS TOWERS WATSON PLC

WTW|G96629103

Shares:2.5K

Value:$845.9K

% of Portfolio:0.1% ($845.9K/$578.9M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:4.6K

Value:$824.9K

% of Portfolio:0.1% ($824.9K/$578.9M)

S&P Global Inc.

SPGI|78409V104

Shares:1.6K

Value:$801.5K

% of Portfolio:0.1% ($801.5K/$578.9M)

UNION PACIFIC CORP

UNP|907818108

Shares:3.4K

Value:$798.3K

% of Portfolio:0.1% ($798.3K/$578.9M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:4.4K

Value:$795.4K

% of Portfolio:0.1% ($795.4K/$578.9M)

Eaton Corp plc

ETN|G29183103

Shares:2.8K

Value:$772.5K

% of Portfolio:0.1% ($772.5K/$578.9M)

FRANKLIN RESOURCES INC

BEN|354613101

Shares:40.1K

Value:$772.5K

% of Portfolio:0.1% ($772.5K/$578.9M)

464288240

Shares:13.3K

Value:$740.2K

% of Portfolio:0.1% ($740.2K/$578.9M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:3.0K

Value:$739.8K

% of Portfolio:0.1% ($739.8K/$578.9M)

HEICO CORP

HEI-A|422806208

Shares:3.5K

Value:$730.4K

% of Portfolio:0.1% ($730.4K/$578.9M)

464287309

IVW|464287309

Shares:7.9K

Value:$728.9K

% of Portfolio:0.1% ($728.9K/$578.9M)

922042858

VWO|922042858

Shares:16.0K

Value:$725.6K

% of Portfolio:0.1% ($725.6K/$578.9M)

PINNACLE WEST CAPITAL CORP

PNW|723484101

Shares:7.5K

Value:$717.5K

% of Portfolio:0.1% ($717.5K/$578.9M)

808524102

SCHB|808524102

Shares:32.1K

Value:$690.6K

% of Portfolio:0.1% ($690.6K/$578.9M)

DONALDSON Co INC

DCI|257651109

Shares:9.9K

Value:$664.8K

% of Portfolio:0.1% ($664.8K/$578.9M)

Monster Beverage Corp

MNST|61174X109

Shares:11.1K

Value:$648.4K

% of Portfolio:0.1% ($648.4K/$578.9M)

808524201

SCHX|808524201

Shares:29.2K

Value:$644.3K

% of Portfolio:0.1% ($644.3K/$578.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Salesforce, Inc.(CRMcusip79466L302)	3.4K	QoQ +2.37% (-79) YoY -0.64% (-22)	All Managers (Combined)	$913.3K	0.2% ($913.3K/$578.9M)	QoQ -17.83% (-$198.3K) YoY -11.46% (-$118.3K)
Zoetis Inc.(ZTScusip98978V103)	5.5K	QoQ -0.40% (-22) YoY -5.30% (-306)	All Managers (Combined)	$898.6K	0.2% ($898.6K/$578.9M)	QoQ +0.64% (-$5.7K) YoY -7.85% (-$76.6K)
(IWOcusip464287648)	3.4K	QoQ 0.00% (-0) YoY +2.42% (-80)	All Managers (Combined)	$863.9K	0.1% ($863.9K/$578.9M)	QoQ -11.21% (-$109.2K) YoY -3.35% (-$30.0K)
WILLIS TOWERS WATSON PLC(WTWcusipG96629103)	2.5K	QoQ -4.06% (-106) YoY -15.12% (-446)	All Managers (Combined)	$845.9K	0.1% ($845.9K/$578.9M)	QoQ +3.50% (-$28.6K) YoY +4.30% (-$34.9K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	4.6K	QoQ -2.34% (-110) YoY -11.13% (-575)	All Managers (Combined)	$824.9K	0.1% ($824.9K/$578.9M)	QoQ -6.40% (-$56.4K) YoY -8.33% (-$75.0K)
S&P Global Inc.(SPGIcusip78409V104)	1.6K	QoQ +1.61% (+25) YoY +0.38% (+6)	All Managers (Combined)	$801.5K	0.1% ($801.5K/$578.9M)	QoQ +3.68% (+$28.5K) YoY +19.87% (+$132.9K)
UNION PACIFIC CORP(UNPcusip907818108)	3.4K	QoQ -2.28% (-79) YoY -0.32% (-11)	All Managers (Combined)	$798.3K	0.1% ($798.3K/$578.9M)	QoQ +1.22% (-$9.7K) YoY -4.25% (-$35.5K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	4.4K	QoQ -15.01% (-784) YoY -41.47% (-3.1K)	All Managers (Combined)	$795.4K	0.1% ($795.4K/$578.9M)	QoQ -14.55% (-$135.5K) YoY -29.52% (-$333.2K)
Eaton Corp plc(ETNcusipG29183103)	2.8K	QoQ +1.86% (-52) YoY -0.97% (-28)	All Managers (Combined)	$772.5K	0.1% ($772.5K/$578.9M)	QoQ -16.55% (-$153.3K) YoY -13.91% (-$124.8K)
FRANKLIN RESOURCES INC(BENcusip354613101)	40.1K	QoQ +7.01% (+2.6K) YoY +14.30% (-5.0K)	All Managers (Combined)	$772.5K	0.1% ($772.5K/$578.9M)	QoQ +1.53% (+$11.7K) YoY -21.72% (-$214.4K)
(cusip464288240)✕	13.3K	QoQ 0.00% (+0) YoY +17.62% (+2.0K)	All Managers (Combined)	$740.2K	0.1% ($740.2K/$578.9M)	QoQ +6.30% (+$43.9K) YoY +22.16% (+$134.3K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	3.0K	QoQ +1.63% (-48) YoY -9.57% (-316)	All Managers (Combined)	$739.8K	0.1% ($739.8K/$578.9M)	QoQ -0.58% (-$4.4K) YoY -16.42% (-$145.4K)
HEICO CORP(HEI-Acusip422806208)	3.5K	QoQ +0.28% (+10) YoY +0.28% (+10)	All Managers (Combined)	$730.4K	0.1% ($730.4K/$578.9M)	QoQ +13.70% (+$88.0K) YoY +37.44% (+$199.0K)
(IVWcusip464287309)	7.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$728.9K	0.1% ($728.9K/$578.9M)	QoQ -8.56% (-$68.3K) YoY +9.93% (+$65.9K)
(VWOcusip922042858)	16.0K	QoQ +74.70% (+6.9K) YoY +27.98% (+3.5K)	All Managers (Combined)	$725.6K	0.1% ($725.6K/$578.9M)	QoQ +79.53% (+$321.5K) YoY +38.67% (+$202.4K)
PINNACLE WEST CAPITAL CORP(PNWcusip723484101)	7.5K	QoQ +0.17% (+13) YoY -13.20% (-1.1K)	All Managers (Combined)	$717.5K	0.1% ($717.5K/$578.9M)	QoQ +12.55% (+$80.0K) YoY +10.63% (-$69.0K)
(SCHBcusip808524102)	32.1K	QoQ +0.81% (-258) YoY +193.62% (+21.2K)	All Managers (Combined)	$690.6K	0.1% ($690.6K/$578.9M)	QoQ -4.38% (-$31.7K) YoY +3.54% (+$23.6K)
DONALDSON Co INC(DCIcusip257651109)	9.9K	QoQ -2.21% (-225) YoY -12.22% (-1.4K)	All Managers (Combined)	$664.8K	0.1% ($664.8K/$578.9M)	QoQ -2.64% (-$18.0K) YoY -21.18% (-$178.7K)
Monster Beverage Corp(MNSTcusip61174X109)	11.1K	QoQ -1.23% (-138) YoY -11.12% (-1.4K)	All Managers (Combined)	$648.4K	0.1% ($648.4K/$578.9M)	QoQ +9.96% (-$58.8K) YoY -12.26% (-$90.6K)
(SCHXcusip808524201)	29.2K	QoQ +0.04% (-12) YoY +159.07% (-17.9K)	All Managers (Combined)	$644.3K	0.1% ($644.3K/$578.9M)	QoQ -4.70% (-$31.8K) YoY -7.82% (-$54.7K)