Filed: 11/5/2025ACC: 0001330463-25-000007
📋 What this filing means
IRONWOOD INVESTMENT COUNSEL, LLC filed this quarterly 13F‑HR report disclosing 262 equity positions with a total reported market value of $685.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
262
Positions
$685.92M
Total AUM (reported)
6.40M
Total Shares
Allocation by class
COM$433.05M63.1%
SCHWAB FDT US SC$32.24M4.7%
CL A$24.57M3.6%
COM NEW$22.05M3.2%
CAP STK CL A$18.25M2.7%
CL B NEW$12.74M1.9%
SCHWAB FDT US LG$12.54M1.8%
Portfolio Concentration
Top 3$108.31M15.8%
4–10$96.81M14.1%
11–25$130.38M19.0%
Rest$350.43M51.1%
Top 3 weight
15.8%
Top 10 weight
29.9%
Voting Authority Distribution
Total shares with voting rights: 6.40M
Sole
Full voting authority
6.40M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.72K
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole262
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings262
Rows:
Microsoft
SOLEShares85.70K
TypeSH
Market value$44.39M
6.47%
Sole
85.69K
Shared
0.00
None
2.00
Schwab Fundemental US Small Company ETF
SOLEShares1.03M
TypeSH
Market value$32.24M
4.70%
Sole
1.03M
Shared
0.00
None
20.00
Apple
SOLEShares124.41K
TypeSH
Market value$31.68M
4.62%
Sole
124.41K
Shared
0.00
None
0.00
Alphabet Inc Class A
SOLEShares75.05K
TypeSH
Market value$18.25M
2.66%
Sole
75.05K
Shared
0.00
None
8.00
Amazon.com Inc.
SOLEShares71.10K
TypeSH
Market value$15.61M
2.28%
Sole
71.09K
Shared
0.00
None
6.00
American Express
SOLEShares38.57K
TypeSH
Market value$12.81M
1.87%
Sole
38.57K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Class B
SOLEShares25.34K
TypeSH
Market value$12.74M
1.86%
Sole
25.34K
Shared
0.00
None
0.00
Charles Schwab Corp
SOLEShares132.03K
TypeSH
Market value$12.61M
1.84%
Sole
132.02K
Shared
0.00
None
10.00
Schwab Fundamental US Large Company ETF
SOLEShares476.93K
TypeSH
Market value$12.54M
1.83%
Sole
476.58K
Shared
0.00
None
357.00
JPMorgan Ultra-Short Income ETF
SOLEShares241.48K
TypeSH
Market value$12.25M
1.79%
Sole
241.48K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares64.67K
TypeSH
Market value$11.99M
1.75%
Sole
64.67K
Shared
0.00
None
3.00
Mastercard
SOLEShares18.67K
TypeSH
Market value$10.62M
1.55%
Sole
18.67K
Shared
0.00
None
2.00
Sysco
SOLEShares115.50K
TypeSH
Market value$9.51M
1.39%
Sole
115.50K
Shared
0.00
None
0.00
iShares S&P 500 Index
SOLEShares14.18K
TypeSH
Market value$9.49M
1.38%
Sole
14.18K
Shared
0.00
None
0.00
KLA Corporation
SOLEShares8.71K
TypeSH
Market value$9.40M
1.37%
Sole
8.71K
Shared
0.00
None
1.00
JP Morgan Chase & Co
SOLEShares29.40K
TypeSH
Market value$9.27M
1.35%
Sole
29.40K
Shared
0.00
None
0.00
Lockheed Martin Corp
SOLEShares16.77K
TypeSH
Market value$8.37M
1.22%
Sole
16.77K
Shared
0.00
None
0.00
Cummins Inc
SOLEShares19.76K
TypeSH
Market value$8.35M
1.22%
Sole
19.75K
Shared
0.00
None
2.00
Broadcom Ltd
SOLEShares25.10K
TypeSH
Market value$8.28M
1.21%
Sole
25.10K
Shared
0.00
None
0.00
Qualcomm
SOLEShares49.58K
TypeSH
Market value$8.25M
1.20%
Sole
49.58K
Shared
0.00
None
0.00
Medtronic
SOLEShares82.50K
TypeSH
Market value$7.86M
1.15%
Sole
82.50K
Shared
0.00
None
0.00
Accenture PLC
SOLEShares30.81K
TypeSH
Market value$7.60M
1.11%
Sole
30.81K
Shared
0.00
None
0.00
US Bancorp
SOLEShares151K
TypeSH
Market value$7.30M
1.06%
Sole
151K
Shared
0.00
None
0.00
Fiserv Inc
SOLEShares55.09K
TypeSH
Market value$7.10M
1.04%
Sole
55.09K
Shared
0.00
None
7.00
Home Depot
SOLEShares17.25K
TypeSH
Market value$6.99M
1.02%
Sole
17.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MicrosoftSOLE | COM | 85.70K | SH | $44.39M 6.47% | 85.69K | 0.00 | 2.00 |
Schwab Fundemental US Small Company ETFSOLE | SCHWAB FDT US SC | 1.03M | SH | $32.24M 4.70% | 1.03M | 0.00 | 20.00 |
AppleSOLE | COM | 124.41K | SH | $31.68M 4.62% | 124.41K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | CAP STK CL A | 75.05K | SH | $18.25M 2.66% | 75.05K | 0.00 | 8.00 |
Amazon.com Inc.SOLE | COM | 71.10K | SH | $15.61M 2.28% | 71.09K | 0.00 | 6.00 |
American ExpressSOLE | COM | 38.57K | SH | $12.81M 1.87% | 38.57K | 0.00 | 0.00 |
Berkshire Hathaway Inc Class BSOLE | CL B NEW | 25.34K | SH | $12.74M 1.86% | 25.34K | 0.00 | 0.00 |
Charles Schwab CorpSOLE | COM | 132.03K | SH | $12.61M 1.84% | 132.02K | 0.00 | 10.00 |
Schwab Fundamental US Large Company ETFSOLE | SCHWAB FDT US LG | 476.93K | SH | $12.54M 1.83% | 476.58K | 0.00 | 357.00 |
JPMorgan Ultra-Short Income ETFSOLE | ULTRA SHRT INC | 241.48K | SH | $12.25M 1.79% | 241.48K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 64.67K | SH | $11.99M 1.75% | 64.67K | 0.00 | 3.00 |
MastercardSOLE | COM | 18.67K | SH | $10.62M 1.55% | 18.67K | 0.00 | 2.00 |
SyscoSOLE | COM | 115.50K | SH | $9.51M 1.39% | 115.50K | 0.00 | 0.00 |
iShares S&P 500 IndexSOLE | S&P 500 Index | 14.18K | SH | $9.49M 1.38% | 14.18K | 0.00 | 0.00 |
KLA CorporationSOLE | COM NEW | 8.71K | SH | $9.40M 1.37% | 8.71K | 0.00 | 1.00 |
JP Morgan Chase & CoSOLE | COM | 29.40K | SH | $9.27M 1.35% | 29.40K | 0.00 | 0.00 |
Lockheed Martin CorpSOLE | COM | 16.77K | SH | $8.37M 1.22% | 16.77K | 0.00 | 0.00 |
Cummins IncSOLE | COM | 19.76K | SH | $8.35M 1.22% | 19.75K | 0.00 | 2.00 |
Broadcom LtdSOLE | COM | 25.10K | SH | $8.28M 1.21% | 25.10K | 0.00 | 0.00 |
QualcommSOLE | COM | 49.58K | SH | $8.25M 1.20% | 49.58K | 0.00 | 0.00 |
MedtronicSOLE | COM | 82.50K | SH | $7.86M 1.15% | 82.50K | 0.00 | 0.00 |
Accenture PLCSOLE | SH CL A | 30.81K | SH | $7.60M 1.11% | 30.81K | 0.00 | 0.00 |
US BancorpSOLE | COM | 151K | SH | $7.30M 1.06% | 151K | 0.00 | 0.00 |
Fiserv IncSOLE | COM | 55.09K | SH | $7.10M 1.04% | 55.09K | 0.00 | 7.00 |
Home DepotSOLE | COM | 17.25K | SH | $6.99M 1.02% | 17.25K | 0.00 | 0.00 |
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