Filed: 2/10/2025ACC: 0001330463-25-000001
📋 What this filing means
IRONWOOD INVESTMENT COUNSEL, LLC filed this quarterly 13F‑HR report disclosing 246 equity positions with a total reported market value of $584.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
246
Positions
$584.43M
Total AUM (reported)
5.84M
Total Shares
Allocation by class
COM$384.23M65.7%
SCHWAB FDT US SC$29.27M5.0%
CL A$23.01M3.9%
COM NEW$16.07M2.7%
CAP STK CL A$13.98M2.4%
CL B NEW$11.05M1.9%
SH CL A$9.94M1.7%
Portfolio Concentration
Top 3$100.54M17.2%
4–10$79.12M13.5%
11–25$110.52M18.9%
Rest$294.25M50.3%
Top 3 weight
17.2%
Top 10 weight
30.7%
Voting Authority Distribution
Total shares with voting rights: 5.84M
Sole
Full voting authority
5.84M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.70K
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole246
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings246
Rows:
Microsoft
SOLEShares90.53K
TypeSH
Market value$38.16M
6.53%
Sole
90.52K
Shared
0.00
None
2.00
Apple
SOLEShares132.23K
TypeSH
Market value$33.11M
5.67%
Sole
132.23K
Shared
0.00
None
0.00
Schwab Fundemental US Small Company ETF
SOLEShares985.46K
TypeSH
Market value$29.27M
5.01%
Sole
985.44K
Shared
0.00
None
20.00
Alphabet Inc Class A
SOLEShares73.84K
TypeSH
Market value$13.98M
2.39%
Sole
73.83K
Shared
0.00
None
8.00
Amazon.com Inc.
SOLEShares62.58K
TypeSH
Market value$13.73M
2.35%
Sole
62.57K
Shared
0.00
None
6.00
American Express
SOLEShares39K
TypeSH
Market value$11.58M
1.98%
Sole
39K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Class B
SOLEShares24.38K
TypeSH
Market value$11.05M
1.89%
Sole
24.38K
Shared
0.00
None
0.00
Accenture PLC
SOLEShares28.25K
TypeSH
Market value$9.94M
1.70%
Sole
28.25K
Shared
0.00
None
0.00
Charles Schwab Corp
SOLEShares129.31K
TypeSH
Market value$9.57M
1.64%
Sole
129.30K
Shared
0.00
None
10.00
Mastercard
SOLEShares17.62K
TypeSH
Market value$9.28M
1.59%
Sole
17.62K
Shared
0.00
None
2.00
Johnson & Johnson
SOLEShares61.18K
TypeSH
Market value$8.85M
1.51%
Sole
61.17K
Shared
0.00
None
3.00
Sysco
SOLEShares113.50K
TypeSH
Market value$8.68M
1.48%
Sole
113.50K
Shared
0.00
None
0.00
Schwab Fundamental US Large Company ETF
SOLEShares347.58K
TypeSH
Market value$8.23M
1.41%
Sole
347.23K
Shared
0.00
None
357.00
Meta Platforms Inc Class A
SOLEShares13.93K
TypeSH
Market value$8.16M
1.40%
Sole
13.93K
Shared
0.00
None
0.00
Fiserv Inc
SOLEShares39.09K
TypeSH
Market value$8.03M
1.37%
Sole
39.08K
Shared
0.00
None
7.00
Cummins Inc
SOLEShares22.48K
TypeSH
Market value$7.84M
1.34%
Sole
22.48K
Shared
0.00
None
2.00
Merck & Co Inc
SOLEShares72.11K
TypeSH
Market value$7.17M
1.23%
Sole
72.11K
Shared
0.00
None
0.00
US Bancorp
SOLEShares146.19K
TypeSH
Market value$6.99M
1.20%
Sole
146.19K
Shared
0.00
None
0.00
Lockheed Martin Corp
SOLEShares14.38K
TypeSH
Market value$6.99M
1.20%
Sole
14.38K
Shared
0.00
None
0.00
KLA Corporation
SOLEShares10.96K
TypeSH
Market value$6.90M
1.18%
Sole
10.96K
Shared
0.00
None
0.00
Broadcom Ltd
SOLEShares29.09K
TypeSH
Market value$6.74M
1.15%
Sole
29.09K
Shared
0.00
None
0.00
iShares S&P 500 Index
SOLEShares11.38K
TypeSH
Market value$6.70M
1.15%
Sole
11.38K
Shared
0.00
None
0.00
Home Depot
SOLEShares16.60K
TypeSH
Market value$6.46M
1.10%
Sole
16.60K
Shared
0.00
None
0.00
Pepsico Incorporated
SOLEShares42.38K
TypeSH
Market value$6.45M
1.10%
Sole
42.38K
Shared
0.00
None
0.00
JP Morgan Chase & Co
SOLEShares26.46K
TypeSH
Market value$6.34M
1.09%
Sole
26.46K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MicrosoftSOLE | COM | 90.53K | SH | $38.16M 6.53% | 90.52K | 0.00 | 2.00 |
AppleSOLE | COM | 132.23K | SH | $33.11M 5.67% | 132.23K | 0.00 | 0.00 |
Schwab Fundemental US Small Company ETFSOLE | SCHWAB FDT US SC | 985.46K | SH | $29.27M 5.01% | 985.44K | 0.00 | 20.00 |
Alphabet Inc Class ASOLE | CAP STK CL A | 73.84K | SH | $13.98M 2.39% | 73.83K | 0.00 | 8.00 |
Amazon.com Inc.SOLE | COM | 62.58K | SH | $13.73M 2.35% | 62.57K | 0.00 | 6.00 |
American ExpressSOLE | COM | 39K | SH | $11.58M 1.98% | 39K | 0.00 | 0.00 |
Berkshire Hathaway Inc Class BSOLE | CL B NEW | 24.38K | SH | $11.05M 1.89% | 24.38K | 0.00 | 0.00 |
Accenture PLCSOLE | SH CL A | 28.25K | SH | $9.94M 1.70% | 28.25K | 0.00 | 0.00 |
Charles Schwab CorpSOLE | COM | 129.31K | SH | $9.57M 1.64% | 129.30K | 0.00 | 10.00 |
MastercardSOLE | COM | 17.62K | SH | $9.28M 1.59% | 17.62K | 0.00 | 2.00 |
Johnson & JohnsonSOLE | COM | 61.18K | SH | $8.85M 1.51% | 61.17K | 0.00 | 3.00 |
SyscoSOLE | COM | 113.50K | SH | $8.68M 1.48% | 113.50K | 0.00 | 0.00 |
Schwab Fundamental US Large Company ETFSOLE | SCHWAB FDT US LG | 347.58K | SH | $8.23M 1.41% | 347.23K | 0.00 | 357.00 |
Meta Platforms Inc Class ASOLE | CL A | 13.93K | SH | $8.16M 1.40% | 13.93K | 0.00 | 0.00 |
Fiserv IncSOLE | COM | 39.09K | SH | $8.03M 1.37% | 39.08K | 0.00 | 7.00 |
Cummins IncSOLE | COM | 22.48K | SH | $7.84M 1.34% | 22.48K | 0.00 | 2.00 |
Merck & Co IncSOLE | COM | 72.11K | SH | $7.17M 1.23% | 72.11K | 0.00 | 0.00 |
US BancorpSOLE | COM | 146.19K | SH | $6.99M 1.20% | 146.19K | 0.00 | 0.00 |
Lockheed Martin CorpSOLE | COM | 14.38K | SH | $6.99M 1.20% | 14.38K | 0.00 | 0.00 |
KLA CorporationSOLE | COM NEW | 10.96K | SH | $6.90M 1.18% | 10.96K | 0.00 | 0.00 |
Broadcom LtdSOLE | COM | 29.09K | SH | $6.74M 1.15% | 29.09K | 0.00 | 0.00 |
iShares S&P 500 IndexSOLE | S&P 500 Index | 11.38K | SH | $6.70M 1.15% | 11.38K | 0.00 | 0.00 |
Home DepotSOLE | COM | 16.60K | SH | $6.46M 1.10% | 16.60K | 0.00 | 0.00 |
Pepsico IncorporatedSOLE | COM | 42.38K | SH | $6.45M 1.10% | 42.38K | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | COM | 26.46K | SH | $6.34M 1.09% | 26.46K | 0.00 | 0.00 |
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