Filed: 5/12/2025ACC: 0001330463-25-000002
📋 What this filing means
IRONWOOD INVESTMENT COUNSEL, LLC filed this quarterly 13F‑HR report disclosing 240 equity positions with a total reported market value of $578.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
240
Positions
$578.88M
Total AUM (reported)
6.10M
Total Shares
Allocation by class
COM$371.41M64.2%
SCHWAB FDT US SC$34.10M5.9%
CL A$23.81M4.1%
COM NEW$17.06M2.9%
CL B NEW$13.09M2.3%
CAP STK CL A$11.83M2.0%
SCHWAB FDT US LG$8.90M1.5%
Portfolio Concentration
Top 3$96.27M16.6%
4–10$78.74M13.6%
11–25$110.86M19.2%
Rest$293.01M50.6%
Top 3 weight
16.6%
Top 10 weight
30.2%
Voting Authority Distribution
Total shares with voting rights: 6.10M
Sole
Full voting authority
6.10M
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)
Sole240
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings240
Rows:
Microsoft
SOLEShares90.94K
TypeSH
Market value$34.14M
5.90%
Sole
90.94K
Shared
0.00
None
2.00
Schwab Fundemental US Small Company ETF
SOLEShares1.25M
TypeSH
Market value$34.10M
5.89%
Sole
1.24M
Shared
0.00
None
20.00
Apple
SOLEShares126.19K
TypeSH
Market value$28.03M
4.84%
Sole
126.19K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Class B
SOLEShares24.57K
TypeSH
Market value$13.09M
2.26%
Sole
24.57K
Shared
0.00
None
0.00
Amazon.com Inc.
SOLEShares67.65K
TypeSH
Market value$12.87M
2.22%
Sole
67.64K
Shared
0.00
None
6.00
Alphabet Inc Class A
SOLEShares76.50K
TypeSH
Market value$11.83M
2.04%
Sole
76.49K
Shared
0.00
None
8.00
Charles Schwab Corp
SOLEShares133.36K
TypeSH
Market value$10.44M
1.80%
Sole
133.35K
Shared
0.00
None
10.00
American Express
SOLEShares38.59K
TypeSH
Market value$10.38M
1.79%
Sole
38.59K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares62.11K
TypeSH
Market value$10.30M
1.78%
Sole
62.11K
Shared
0.00
None
3.00
Mastercard
SOLEShares17.94K
TypeSH
Market value$9.83M
1.70%
Sole
17.94K
Shared
0.00
None
2.00
Schwab Fundamental US Large Company ETF
SOLEShares376.87K
TypeSH
Market value$8.90M
1.54%
Sole
376.51K
Shared
0.00
None
357.00
Accenture PLC
SOLEShares28.08K
TypeSH
Market value$8.76M
1.51%
Sole
28.08K
Shared
0.00
None
0.00
Fiserv Inc
SOLEShares39.61K
TypeSH
Market value$8.75M
1.51%
Sole
39.60K
Shared
0.00
None
7.00
Sysco
SOLEShares114.38K
TypeSH
Market value$8.58M
1.48%
Sole
114.38K
Shared
0.00
None
0.00
Meta Platforms Inc Class A
SOLEShares14.19K
TypeSH
Market value$8.18M
1.41%
Sole
14.19K
Shared
0.00
None
0.00
KLA Corporation
SOLEShares11.24K
TypeSH
Market value$7.64M
1.32%
Sole
11.24K
Shared
0.00
None
1.00
Cummins Inc
SOLEShares22.98K
TypeSH
Market value$7.20M
1.24%
Sole
22.98K
Shared
0.00
None
2.00
Medtronic
SOLEShares77.84K
TypeSH
Market value$6.99M
1.21%
Sole
77.84K
Shared
0.00
None
0.00
Lockheed Martin Corp
SOLEShares15.31K
TypeSH
Market value$6.84M
1.18%
Sole
15.31K
Shared
0.00
None
0.00
Merck & Co Inc
SOLEShares74.66K
TypeSH
Market value$6.70M
1.16%
Sole
74.66K
Shared
0.00
None
0.00
Qualcomm
SOLEShares42.94K
TypeSH
Market value$6.60M
1.14%
Sole
42.94K
Shared
0.00
None
0.00
JP Morgan Chase & Co
SOLEShares26.89K
TypeSH
Market value$6.60M
1.14%
Sole
26.89K
Shared
0.00
None
0.00
IBM
SOLEShares26.10K
TypeSH
Market value$6.49M
1.12%
Sole
26.10K
Shared
0.00
None
0.00
iShares S&P 500 Index
SOLEShares11.25K
TypeSH
Market value$6.32M
1.09%
Sole
11.25K
Shared
0.00
None
0.00
Pepsico Incorporated
SOLEShares41.99K
TypeSH
Market value$6.30M
1.09%
Sole
41.99K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MicrosoftSOLE | COM | 90.94K | SH | $34.14M 5.90% | 90.94K | 0.00 | 2.00 |
Schwab Fundemental US Small Company ETFSOLE | SCHWAB FDT US SC | 1.25M | SH | $34.10M 5.89% | 1.24M | 0.00 | 20.00 |
AppleSOLE | COM | 126.19K | SH | $28.03M 4.84% | 126.19K | 0.00 | 0.00 |
Berkshire Hathaway Inc Class BSOLE | CL B NEW | 24.57K | SH | $13.09M 2.26% | 24.57K | 0.00 | 0.00 |
Amazon.com Inc.SOLE | COM | 67.65K | SH | $12.87M 2.22% | 67.64K | 0.00 | 6.00 |
Alphabet Inc Class ASOLE | CAP STK CL A | 76.50K | SH | $11.83M 2.04% | 76.49K | 0.00 | 8.00 |
Charles Schwab CorpSOLE | COM | 133.36K | SH | $10.44M 1.80% | 133.35K | 0.00 | 10.00 |
American ExpressSOLE | COM | 38.59K | SH | $10.38M 1.79% | 38.59K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 62.11K | SH | $10.30M 1.78% | 62.11K | 0.00 | 3.00 |
MastercardSOLE | COM | 17.94K | SH | $9.83M 1.70% | 17.94K | 0.00 | 2.00 |
Schwab Fundamental US Large Company ETFSOLE | SCHWAB FDT US LG | 376.87K | SH | $8.90M 1.54% | 376.51K | 0.00 | 357.00 |
Accenture PLCSOLE | SH CL A | 28.08K | SH | $8.76M 1.51% | 28.08K | 0.00 | 0.00 |
Fiserv IncSOLE | COM | 39.61K | SH | $8.75M 1.51% | 39.60K | 0.00 | 7.00 |
SyscoSOLE | COM | 114.38K | SH | $8.58M 1.48% | 114.38K | 0.00 | 0.00 |
Meta Platforms Inc Class ASOLE | CL A | 14.19K | SH | $8.18M 1.41% | 14.19K | 0.00 | 0.00 |
KLA CorporationSOLE | COM NEW | 11.24K | SH | $7.64M 1.32% | 11.24K | 0.00 | 1.00 |
Cummins IncSOLE | COM | 22.98K | SH | $7.20M 1.24% | 22.98K | 0.00 | 2.00 |
MedtronicSOLE | COM | 77.84K | SH | $6.99M 1.21% | 77.84K | 0.00 | 0.00 |
Lockheed Martin CorpSOLE | COM | 15.31K | SH | $6.84M 1.18% | 15.31K | 0.00 | 0.00 |
Merck & Co IncSOLE | COM | 74.66K | SH | $6.70M 1.16% | 74.66K | 0.00 | 0.00 |
QualcommSOLE | COM | 42.94K | SH | $6.60M 1.14% | 42.94K | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | COM | 26.89K | SH | $6.60M 1.14% | 26.89K | 0.00 | 0.00 |
IBMSOLE | COM | 26.10K | SH | $6.49M 1.12% | 26.10K | 0.00 | 0.00 |
iShares S&P 500 IndexSOLE | S&P 500 Index | 11.25K | SH | $6.32M 1.09% | 11.25K | 0.00 | 0.00 |
Pepsico IncorporatedSOLE | COM | 41.99K | SH | $6.30M 1.09% | 41.99K | 0.00 | 0.00 |
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