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 9 of 12

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922908744

VTV|922908744

Shares:2.8K

Value:$490.5K

% of Portfolio:0.1% ($490.5K/$578.9M)

AMEREN CORP

AEE|023608102

Shares:4.6K

Value:$464.3K

% of Portfolio:0.1% ($464.3K/$578.9M)

Chubb Ltd

CB|H1467J104

Shares:1.5K

Value:$461.1K

% of Portfolio:0.1% ($461.1K/$578.9M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.3K

Value:$460.5K

% of Portfolio:0.1% ($460.5K/$578.9M)

MOLSON COORS BEVERAGE CO

TAP|60871R209

Shares:7.3K

Value:$443.3K

% of Portfolio:0.1% ($443.3K/$578.9M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:6.2K

Value:$438.1K

% of Portfolio:0.1% ($438.1K/$578.9M)

INTEL CORP

INTC|458140100

Shares:19.2K

Value:$436.6K

% of Portfolio:0.1% ($436.6K/$578.9M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:4.2K

Value:$434.4K

% of Portfolio:0.1% ($434.4K/$578.9M)

PFIZER INC

PFE|717081103

Shares:17.1K

Value:$432.7K

% of Portfolio:0.1% ($432.7K/$578.9M)

46137V530

Shares:9.7K

Value:$429.0K

% of Portfolio:0.1% ($429.0K/$578.9M)

TARGET CORP

TGT|87612E106

Shares:4.0K

Value:$416.7K

% of Portfolio:0.1% ($416.7K/$578.9M)

46138G870

Shares:17.1K

Value:$413.3K

% of Portfolio:0.1% ($413.3K/$578.9M)

464287408

IVE|464287408

Shares:2.2K

Value:$412.1K

% of Portfolio:0.1% ($412.1K/$578.9M)

512807108

Shares:5.6K

Value:$409.7K

% of Portfolio:0.1% ($409.7K/$578.9M)

464287804

IJR|464287804

Shares:3.9K

Value:$409.3K

% of Portfolio:0.1% ($409.3K/$578.9M)

Philip Morris International Inc.

PM|718172109

Shares:2.6K

Value:$407.7K

% of Portfolio:0.1% ($407.7K/$578.9M)

EQUIFAX INC

EFX|294429105

Shares:1.7K

Value:$403.8K

% of Portfolio:0.1% ($403.8K/$578.9M)

NIKE, Inc.

NKE|654106103

Shares:6.2K

Value:$393.0K

% of Portfolio:0.1% ($393.0K/$578.9M)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:4.7K

Value:$383.3K

% of Portfolio:0.1% ($383.3K/$578.9M)

92204A702

VGT|92204A702

Shares:699

Value:$379.1K

% of Portfolio:0.1% ($379.1K/$578.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTVcusip922908744)	2.8K	QoQ +13.42% (+336) YoY +1.14% (+32)	All Managers (Combined)	$490.5K	0.1% ($490.5K/$578.9M)	QoQ +15.71% (+$66.6K) YoY +7.29% (+$33.3K)
AMEREN CORP(AEEcusip023608102)	4.6K	QoQ -0.96% (-45) YoY -0.72% (-34)	All Managers (Combined)	$464.3K	0.1% ($464.3K/$578.9M)	QoQ +11.54% (-$48.1K) YoY +34.76% (-$119.8K)
Chubb Ltd(CBcusipH1467J104)	1.5K	QoQ -9.59% (-162) YoY -9.43% (-159)	All Managers (Combined)	$461.1K	0.1% ($461.1K/$578.9M)	QoQ -1.18% (-$5.5K) YoY +5.54% (-$24.2K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.3K	QoQ -6.72% (-166) YoY -24.25% (-737)	All Managers (Combined)	$460.5K	0.1% ($460.5K/$578.9M)	QoQ +11.92% (-$49.1K) YoY -13.63% (-$72.7K)
MOLSON COORS BEVERAGE CO(TAPcusip60871R209)	7.3K	QoQ -5.79% (-448) YoY -21.15% (-2.0K)	All Managers (Combined)	$443.3K	0.1% ($443.3K/$578.9M)	QoQ +0.03% (-$172) YoY -28.63% (-$177.9K)
NEXTERA ENERGY INC(NEEcusip65339F101)	6.2K	QoQ -8.10% (-545) YoY +23.82% (+1.2K)	All Managers (Combined)	$438.1K	0.1% ($438.1K/$578.9M)	QoQ -9.13% (-$44.0K) YoY +37.34% (+$119.1K)
INTEL CORP(INTCcusip458140100)	19.2K	QoQ +22.84% (+3.6K) YoY -36.08% (-10.9K)	All Managers (Combined)	$436.6K	0.1% ($436.6K/$578.9M)	QoQ +39.13% (+$122.8K) YoY -67.13% (-$892.0K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	4.2K	QoQ +3.17% (-130) YoY -16.73% (-850)	All Managers (Combined)	$434.4K	0.1% ($434.4K/$578.9M)	QoQ -12.24% (-$60.6K) YoY -52.60% (-$482.1K)
PFIZER INC(PFEcusip717081103)	17.1K	QoQ +4.71% (+769) YoY -24.86% (-5.7K)	All Managers (Combined)	$432.7K	0.1% ($432.7K/$578.9M)	QoQ +0.02% (+$90) YoY -31.38% (-$198.0K)
(cusip46137V530)✕	9.7K	QoQ 0.00% (-0) YoY -8.91% (-952)	All Managers (Combined)	$429.0K	0.1% ($429.0K/$578.9M)	QoQ -5.48% (-$24.9K) YoY +0.75% (-$3.2K)
TARGET CORP(TGTcusip87612E106)	4.0K	QoQ +1.24% (-49) YoY -0.64% (-26)	All Managers (Combined)	$416.7K	0.1% ($416.7K/$578.9M)	QoQ -21.84% (-$116.4K) YoY -41.49% (-$295.6K)
(cusip46138G870)✕	17.1K	QoQ -51.87% (-18.4K) YoY -70.93% (-41.6K)	All Managers (Combined)	$413.3K	0.1% ($413.3K/$578.9M)	QoQ -51.78% (-$443.9K) YoY -70.35% (-$981.0K)
(IVEcusip464287408)	2.2K	QoQ +0.04% (-1) YoY +8.37% (+167)	All Managers (Combined)	$412.1K	0.1% ($412.1K/$578.9M)	QoQ -0.13% (-$569) YoY +10.56% (+$39.4K)
(cusip512807108)✕	5.6K	QoQ +11.78% (+594) YoY +1076.61% (-5.2K)	All Managers (Combined)	$409.7K	0.1% ($409.7K/$578.9M)	QoQ +12.49% (+$45.5K) YoY -11.96% (-$55.7K)
(IJRcusip464287804)	3.9K	QoQ +0.15% (-6) YoY -1.90% (-76)	All Managers (Combined)	$409.3K	0.1% ($409.3K/$578.9M)	QoQ -9.09% (-$41.0K) YoY -7.17% (-$31.7K)
Philip Morris International Inc.(PMcusip718172109)	2.6K	QoQ +6.73% (+162) YoY +7.13% (+171)	All Managers (Combined)	$407.7K	0.1% ($407.7K/$578.9M)	QoQ +40.76% (+$118.1K) YoY +85.63% (+$188.1K)
EQUIFAX INC(EFXcusip294429105)	1.7K	QoQ +0.48% (-8) YoY +0.48% (-8)	All Managers (Combined)	$403.8K	0.1% ($403.8K/$578.9M)	QoQ -3.96% (-$16.7K) YoY -8.51% (-$37.6K)
NIKE, Inc.(NKEcusip654106103)	6.2K	QoQ +14.41% (-780) YoY -13.70% (-983)	All Managers (Combined)	$393.0K	0.1% ($393.0K/$578.9M)	QoQ -4.01% (-$16.4K) YoY -41.70% (-$281.2K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	4.7K	QoQ -12.06% (-639) YoY NEW(+4.7K)	All Managers (Combined)	$383.3K	0.1% ($383.3K/$578.9M)	QoQ -14.34% (-$64.2K) YoY NEW(+$383.3K)
(VGTcusip92204A702)	699	QoQ +11.66% (-73) YoY +8.54% (+55)	All Managers (Combined)	$379.1K	0.1% ($379.1K/$578.9M)	QoQ -2.64% (-$10.3K) YoY +12.25% (+$41.4K)