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 8 of 12

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464287507

IJH|464287507

Shares:11.0K

Value:$643.9K

% of Portfolio:0.1% ($643.9K/$578.9M)

Cigna Group

CI|125523100

Shares:1.9K

Value:$632.2K

% of Portfolio:0.1% ($632.2K/$578.9M)

Edwards Lifesciences Corp

EW|28176E108

Shares:8.6K

Value:$619.9K

% of Portfolio:0.1% ($619.9K/$578.9M)

RTX Corp

RTX|75513E101

Shares:4.6K

Value:$611.1K

% of Portfolio:0.1% ($611.1K/$578.9M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:6.5K

Value:$610.1K

% of Portfolio:0.1% ($610.1K/$578.9M)

922908553

VNQ|922908553

Shares:6.7K

Value:$605.3K

% of Portfolio:0.1% ($605.3K/$578.9M)

Xylem Inc.

XYL|98419M100

Shares:5.0K

Value:$603.0K

% of Portfolio:0.1% ($603.0K/$578.9M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:3.6K

Value:$592.0K

% of Portfolio:0.1% ($592.0K/$578.9M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:8.0K

Value:$575.1K

% of Portfolio:0.1% ($575.1K/$578.9M)

97717W505

Shares:11.6K

Value:$573.4K

% of Portfolio:0.1% ($573.4K/$578.9M)

464287614

IWF|464287614

Shares:1.6K

Value:$570.3K

% of Portfolio:0.1% ($570.3K/$578.9M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:1.6K

Value:$562.2K

% of Portfolio:0.1% ($562.2K/$578.9M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:4.9K

Value:$540.8K

% of Portfolio:0.1% ($540.8K/$578.9M)

STATE STREET CORP

STT|857477103

Shares:5.9K

Value:$530.2K

% of Portfolio:0.1% ($530.2K/$578.9M)

Sprouts Farmers Market, Inc.

SFM|85208M102

Shares:3.5K

Value:$528.1K

% of Portfolio:0.1% ($528.1K/$578.9M)

81369Y852

Shares:5.4K

Value:$523.8K

% of Portfolio:0.1% ($523.8K/$578.9M)

FEDEX CORP

FDX|31428X106

Shares:2.1K

Value:$512.2K

% of Portfolio:0.1% ($512.2K/$578.9M)

85207K107

Shares:43.6K

Value:$505.4K

% of Portfolio:0.1% ($505.4K/$578.9M)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:4.6K

Value:$501.6K

% of Portfolio:0.1% ($501.6K/$578.9M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:850

Value:$501.1K

% of Portfolio:0.1% ($501.1K/$578.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJHcusip464287507)	11.0K	QoQ 0.00% (-0) YoY -8.53% (-1.0K)	All Managers (Combined)	$643.9K	0.1% ($643.9K/$578.9M)	QoQ -6.35% (-$43.7K) YoY -12.13% (-$88.9K)
Cigna Group(CIcusip125523100)	1.9K	QoQ +1.26% (+24) YoY -0.77% (-15)	All Managers (Combined)	$632.2K	0.1% ($632.2K/$578.9M)	QoQ +20.67% (+$108.3K) YoY -10.08% (-$70.9K)
Edwards Lifesciences Corp(EWcusip28176E108)	8.6K	QoQ -2.34% (-205) YoY -15.70% (-1.6K)	All Managers (Combined)	$619.9K	0.1% ($619.9K/$578.9M)	QoQ -4.38% (-$28.4K) YoY -36.06% (-$349.7K)
RTX Corp(RTXcusip75513E101)	4.6K	QoQ -6.22% (-306) YoY +20.06% (+771)	All Managers (Combined)	$611.1K	0.1% ($611.1K/$578.9M)	QoQ +7.34% (-$41.8K) YoY +63.07% (+$236.4K)
COLGATE PALMOLIVE CO(CLcusip194162103)	6.5K	QoQ -3.21% (-216) YoY -8.29% (-589)	All Managers (Combined)	$610.1K	0.1% ($610.1K/$578.9M)	QoQ -0.24% (-$1.5K) YoY -4.57% (-$29.2K)
(VNQcusip922908553)	6.7K	QoQ +16.68% (+956) YoY +6.51% (+409)	All Managers (Combined)	$605.3K	0.1% ($605.3K/$578.9M)	QoQ +18.60% (+$95.0K) YoY +11.52% (+$62.6K)
Xylem Inc.(XYLcusip98419M100)	5.0K	QoQ -4.62% (-245) YoY -7.54% (-412)	All Managers (Combined)	$603.0K	0.1% ($603.0K/$578.9M)	QoQ -1.80% (-$11.1K) YoY -14.54% (-$102.6K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	3.6K	QoQ +0.56% (-20) YoY +3.03% (+105)	All Managers (Combined)	$592.0K	0.1% ($592.0K/$578.9M)	QoQ -15.47% (-$108.3K) YoY +25.71% (+$121.1K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	8.0K	QoQ -3.38% (-281) YoY -49.01% (-7.7K)	All Managers (Combined)	$575.1K	0.1% ($575.1K/$578.9M)	QoQ -1.25% (-$7.3K) YoY -36.84% (-$335.5K)
(cusip97717W505)✕	11.6K	QoQ NEW(+11.6K) YoY NEW(+11.6K)	All Managers (Combined)	$573.4K	0.1% ($573.4K/$578.9M)	QoQ NEW(+$573.4K) YoY NEW(+$573.4K)
(IWFcusip464287614)	1.6K	QoQ -8.14% (-140) YoY -20.09% (-397)	All Managers (Combined)	$570.3K	0.1% ($570.3K/$578.9M)	QoQ -17.41% (-$120.2K) YoY -14.38% (-$95.8K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	1.6K	QoQ -1.76% (-29) YoY -4.73% (-80)	All Managers (Combined)	$562.2K	0.1% ($562.2K/$578.9M)	QoQ +0.90% (-$5.0K) YoY -4.22% (-$24.8K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	4.9K	QoQ +1.00% (+49) YoY -5.73% (-301)	All Managers (Combined)	$540.8K	0.1% ($540.8K/$578.9M)	QoQ +19.66% (+$88.8K) YoY +19.63% (-$88.8K)
STATE STREET CORP(STTcusip857477103)	5.9K	QoQ +2.58% (-149) YoY +6.80% (+377)	All Managers (Combined)	$530.2K	0.1% ($530.2K/$578.9M)	QoQ -6.41% (-$36.3K) YoY +23.66% (+$101.5K)
Sprouts Farmers Market, Inc.(SFMcusip85208M102)	3.5K	QoQ -25.87% (-1.2K) YoY -34.43% (-1.8K)	All Managers (Combined)	$528.1K	0.1% ($528.1K/$578.9M)	QoQ -10.96% (-$65.0K) YoY +55.21% (-$187.9K)
(cusip81369Y852)✕	5.4K	QoQ +0.14% (-8) YoY -27.19% (-2.0K)	All Managers (Combined)	$523.8K	0.1% ($523.8K/$578.9M)	QoQ -0.22% (-$1.2K) YoY -14.01% (-$85.4K)
FEDEX CORP(FDXcusip31428X106)	2.1K	QoQ -5.91% (-132) YoY -10.55% (-248)	All Managers (Combined)	$512.2K	0.1% ($512.2K/$578.9M)	QoQ -18.46% (-$116.0K) YoY -24.74% (-$168.4K)
(cusip85207K107)✕	43.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$505.4K	0.1% ($505.4K/$578.9M)	QoQ +20.20% (+$85.0K) YoY +39.92% (+$144.2K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	4.6K	QoQ -5.08% (-244) YoY -20.08% (-1.1K)	All Managers (Combined)	$501.6K	0.1% ($501.6K/$578.9M)	QoQ -0.20% (-$1.0K) YoY -15.65% (-$93.1K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	850	QoQ -4.27% (-38) YoY -14.31% (-142)	All Managers (Combined)	$501.1K	0.1% ($501.1K/$578.9M)	QoQ +8.56% (-$39.5K) YoY -9.92% (-$55.2K)