IRONWOOD INVESTMENT COUNSEL, LLC

Filed: 8/8/2025ACC: 0001330463-25-000004

📋 What this filing means

IRONWOOD INVESTMENT COUNSEL, LLC filed this quarterly 13F‑HR report disclosing 260 equity positions with a total reported market value of $647.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

260

Positions

$647.18M

Total AUM (reported)

6.27M

Total Shares

Allocation by class

COM$416.02M64.3%

SCHWAB FDT US SC$33.79M5.2%

CL A$28.45M4.4%

COM NEW$21.51M3.3%

CAP STK CL A$14.59M2.3%

CL B NEW$12.10M1.9%

SCHWAB FDT US LG$11.13M1.7%

Portfolio Concentration

Top 3$105.20M16.3%

4–10$90.50M14.0%

11–25$127.10M19.6%

Rest$324.37M50.1%

Top 3 weight

16.3%

Top 10 weight

30.2%

Voting Authority Distribution

Total shares with voting rights: 6.27M

Sole

Full voting authority

6.26M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.72K

% of voting shares0.0%

Investment Discretion (by position count)

Sole260

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings260

Rows:

Microsoft

SOLE

COM

Shares90.35K

TypeSH

Market value$44.94M

6.94%

Sole

90.35K

Shared

0.00

None

2.00

Schwab Fundemental US Small Company ETF

SOLE

SCHWAB FDT US SC

Shares1.18M

TypeSH

Market value$33.79M

5.22%

Sole

1.18M

Shared

0.00

None

20.00

Apple

SOLE

COM

Shares128.99K

TypeSH

Market value$26.46M

4.09%

Sole

128.99K

Shared

0.00

None

0.00

Amazon.com Inc.

SOLE

COM

Shares74.25K

TypeSH

Market value$16.96M

2.62%

Sole

74.24K

Shared

0.00

None

6.00

Alphabet Inc Class A

SOLE

CAP STK CL A

Shares82.79K

TypeSH

Market value$14.59M

2.25%

Sole

82.78K

Shared

0.00

None

8.00

American Express

SOLE

COM

Shares38.95K

TypeSH

Market value$12.42M

1.92%

Sole

38.95K

Shared

0.00

None

0.00

Berkshire Hathaway Inc Class B

SOLE

CL B NEW

Shares24.91K

TypeSH

Market value$12.10M

1.87%

Sole

24.91K

Shared

0.00

None

0.00

Charles Schwab Corp

SOLE

COM

Shares131.54K

TypeSH

Market value$12.00M

1.85%

Sole

131.53K

Shared

0.00

None

10.00

Meta Platforms Inc Class A

SOLE

CL A

Shares15.31K

TypeSH

Market value$11.30M

1.75%

Sole

15.31K

Shared

0.00

None

0.00

Schwab Fundamental US Large Company ETF

SOLE

SCHWAB FDT US LG

Shares453.48K

TypeSH

Market value$11.13M

1.72%

Sole

453.12K

Shared

0.00

None

357.00

Mastercard

SOLE

COM

Shares18.42K

TypeSH

Market value$10.35M

1.60%

Sole

18.42K

Shared

0.00

None

2.00

KLA Corporation

SOLE

COM NEW

Shares11.16K

TypeSH

Market value$10.00M

1.55%

Sole

11.16K

Shared

0.00

None

1.00

Johnson & Johnson

SOLE

COM

Shares63.62K

TypeSH

Market value$9.72M

1.50%

Sole

63.61K

Shared

0.00

None

3.00

Adobe Systems Inc

SOLE

COM

Shares119.46K

TypeSH

Market value$9.57M

1.48%

Sole

119.46K

Shared

0.00

None

3.00

iShares S&P 500 Index

SOLE

S&P 500 Index

Shares14.14K

TypeSH

Market value$8.78M

1.36%

Sole

14.14K

Shared

0.00

None

0.00

JP Morgan Chase & Co

SOLE

COM

Shares29.99K

TypeSH

Market value$8.70M

1.34%

Sole

29.99K

Shared

0.00

None

0.00

Sysco

SOLE

COM

Shares114.67K

TypeSH

Market value$8.68M

1.34%

Sole

114.67K

Shared

0.00

None

0.00

Accenture PLC

SOLE

SH CL A

Shares28.07K

TypeSH

Market value$8.39M

1.30%

Sole

28.07K

Shared

0.00

None

0.00

Cummins Inc

SOLE

COM

Shares24.18K

TypeSH

Market value$7.92M

1.22%

Sole

24.18K

Shared

0.00

None

2.00

Fiserv Inc

SOLE

COM

Shares45.21K

TypeSH

Market value$7.79M

1.20%

Sole

45.20K

Shared

0.00

None

7.00

Qualcomm

SOLE

COM

Shares47.75K

TypeSH

Market value$7.61M

1.18%

Sole

47.75K

Shared

0.00

None

0.00

Broadcom Ltd

SOLE

COM

Shares27.38K

TypeSH

Market value$7.55M

1.17%

Sole

27.38K

Shared

0.00

None

0.00

Lockheed Martin Corp

SOLE

COM

Shares16.28K

TypeSH

Market value$7.54M

1.16%

Sole

16.28K

Shared

0.00

None

0.00

IBM

SOLE

COM

Shares25.39K

TypeSH

Market value$7.49M

1.16%

Sole

25.39K

Shared

0.00

None

0.00

Medtronic

SOLE

COM

Shares80.47K

TypeSH

Market value$7.01M

1.08%

Sole

80.47K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
MicrosoftSOLE	COM	90.35K	SH	$44.94M 6.94%	90.35K	2.00
Schwab Fundemental US Small Company ETFSOLE	SCHWAB FDT US SC	1.18M	SH	$33.79M 5.22%	1.18M	20.00
AppleSOLE	COM	128.99K	SH	$26.46M 4.09%	128.99K	0.00
Amazon.com Inc.SOLE	COM	74.25K	SH	$16.96M 2.62%	74.24K	6.00
Alphabet Inc Class ASOLE	CAP STK CL A	82.79K	SH	$14.59M 2.25%	82.78K	8.00
American ExpressSOLE	COM	38.95K	SH	$12.42M 1.92%	38.95K	0.00
Berkshire Hathaway Inc Class BSOLE	CL B NEW	24.91K	SH	$12.10M 1.87%	24.91K	0.00
Charles Schwab CorpSOLE	COM	131.54K	SH	$12.00M 1.85%	131.53K	10.00
Meta Platforms Inc Class ASOLE	CL A	15.31K	SH	$11.30M 1.75%	15.31K	0.00
Schwab Fundamental US Large Company ETFSOLE	SCHWAB FDT US LG	453.48K	SH	$11.13M 1.72%	453.12K	357.00
MastercardSOLE	COM	18.42K	SH	$10.35M 1.60%	18.42K	2.00
KLA CorporationSOLE	COM NEW	11.16K	SH	$10.00M 1.55%	11.16K	1.00
Johnson & JohnsonSOLE	COM	63.62K	SH	$9.72M 1.50%	63.61K	3.00
Adobe Systems IncSOLE	COM	119.46K	SH	$9.57M 1.48%	119.46K	3.00
iShares S&P 500 IndexSOLE	S&P 500 Index	14.14K	SH	$8.78M 1.36%	14.14K	0.00
JP Morgan Chase & CoSOLE	COM	29.99K	SH	$8.70M 1.34%	29.99K	0.00
SyscoSOLE	COM	114.67K	SH	$8.68M 1.34%	114.67K	0.00
Accenture PLCSOLE	SH CL A	28.07K	SH	$8.39M 1.30%	28.07K	0.00
Cummins IncSOLE	COM	24.18K	SH	$7.92M 1.22%	24.18K	2.00
Fiserv IncSOLE	COM	45.21K	SH	$7.79M 1.20%	45.20K	7.00
QualcommSOLE	COM	47.75K	SH	$7.61M 1.18%	47.75K	0.00
Broadcom LtdSOLE	COM	27.38K	SH	$7.55M 1.17%	27.38K	0.00
Lockheed Martin CorpSOLE	COM	16.28K	SH	$7.54M 1.16%	16.28K	0.00
IBMSOLE	COM	25.39K	SH	$7.49M 1.16%	25.39K	0.00
MedtronicSOLE	COM	80.47K	SH	$7.01M 1.08%	80.47K	0.00

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