Filed: 2/6/2026ACC: 0001330463-26-000001
📋 What this filing means
IRONWOOD INVESTMENT COUNSEL, LLC filed this quarterly 13F‑HR report disclosing 266 equity positions with a total reported market value of $716.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
266
Positions
$716.08M
Total AUM (reported)
6.60M
Total Shares
Allocation by class
COM$431.68M60.3%
SCHWAB FDT US SC$31.14M4.3%
CL A$24.22M3.4%
AKRE FOCUS ETF$22.55M3.1%
COM NEW$21.35M3.0%
CAP STK CL A$21.20M3.0%
SCHWAB FDT US LG$13.36M1.9%
Portfolio Concentration
Top 3$104.90M14.6%
4–10$113.26M15.8%
11–25$135.98M19.0%
Rest$361.94M50.5%
Top 3 weight
14.6%
Top 10 weight
30.5%
Voting Authority Distribution
Total shares with voting rights: 6.60M
Sole
Full voting authority
6.60M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.71K
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole266
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings266
Rows:
Microsoft
SOLEShares83.52K
TypeSH
Market value$40.39M
5.64%
Sole
83.52K
Shared
0.00
None
2.00
Apple
SOLEShares122.72K
TypeSH
Market value$33.36M
4.66%
Sole
122.72K
Shared
0.00
None
0.00
Schwab Fundemental US Small Company ETF
SOLEShares988.33K
TypeSH
Market value$31.14M
4.35%
Sole
988.31K
Shared
0.00
None
20.00
Akre Focus ETF
SOLEShares344.15K
TypeSH
Market value$22.55M
3.15%
Sole
344.15K
Shared
0.00
None
0.00
Alphabet Inc Class A
SOLEShares67.74K
TypeSH
Market value$21.20M
2.96%
Sole
67.73K
Shared
0.00
None
8.00
Amazon.com Inc.
SOLEShares71.33K
TypeSH
Market value$16.46M
2.30%
Sole
71.32K
Shared
0.00
None
6.00
American Express
SOLEShares36.94K
TypeSH
Market value$13.66M
1.91%
Sole
36.94K
Shared
0.00
None
0.00
Schwab Fundamental US Large Company ETF
SOLEShares490.96K
TypeSH
Market value$13.36M
1.87%
Sole
490.61K
Shared
0.00
None
357.00
Johnson & Johnson
SOLEShares64.08K
TypeSH
Market value$13.26M
1.85%
Sole
64.07K
Shared
0.00
None
3.00
Charles Schwab Corp
SOLEShares127.72K
TypeSH
Market value$12.76M
1.78%
Sole
127.71K
Shared
0.00
None
10.00
Berkshire Hathaway Inc Class B
SOLEShares24.75K
TypeSH
Market value$12.44M
1.74%
Sole
24.75K
Shared
0.00
None
0.00
Accenture PLC
SOLEShares39.76K
TypeSH
Market value$10.67M
1.49%
Sole
39.76K
Shared
0.00
None
0.00
Mastercard
SOLEShares18.39K
TypeSH
Market value$10.50M
1.47%
Sole
18.38K
Shared
0.00
None
2.00
Cummins Inc
SOLEShares18.71K
TypeSH
Market value$9.55M
1.33%
Sole
18.70K
Shared
0.00
None
2.00
JP Morgan Chase & Co
SOLEShares29.18K
TypeSH
Market value$9.40M
1.31%
Sole
29.18K
Shared
0.00
None
0.00
iShares S&P 500 Index
SOLEShares13.65K
TypeSH
Market value$9.35M
1.31%
Sole
13.65K
Shared
0.00
None
0.00
KLA Corporation
SOLEShares7.51K
TypeSH
Market value$9.13M
1.27%
Sole
7.51K
Shared
0.00
None
1.00
Sysco
SOLEShares117.57K
TypeSH
Market value$8.66M
1.21%
Sole
117.57K
Shared
0.00
None
0.00
Qualcomm
SOLEShares48.97K
TypeSH
Market value$8.38M
1.17%
Sole
48.97K
Shared
0.00
None
0.00
Lockheed Martin Corp
SOLEShares17.12K
TypeSH
Market value$8.28M
1.16%
Sole
17.12K
Shared
0.00
None
0.00
Broadcom Ltd
SOLEShares23.85K
TypeSH
Market value$8.26M
1.15%
Sole
23.85K
Shared
0.00
None
0.00
Medtronic
SOLEShares83.56K
TypeSH
Market value$8.03M
1.12%
Sole
83.56K
Shared
0.00
None
0.00
US Bancorp
SOLEShares149.88K
TypeSH
Market value$8.00M
1.12%
Sole
149.88K
Shared
0.00
None
0.00
Adobe Systems Inc
SOLEShares22.42K
TypeSH
Market value$7.85M
1.10%
Sole
22.42K
Shared
0.00
None
3.00
iShares Russell 1000 Value Index
SOLEShares35.66K
TypeSH
Market value$7.50M
1.05%
Sole
35.66K
Shared
0.00
None
2.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MicrosoftSOLE | COM | 83.52K | SH | $40.39M 5.64% | 83.52K | 0.00 | 2.00 |
AppleSOLE | COM | 122.72K | SH | $33.36M 4.66% | 122.72K | 0.00 | 0.00 |
Schwab Fundemental US Small Company ETFSOLE | SCHWAB FDT US SC | 988.33K | SH | $31.14M 4.35% | 988.31K | 0.00 | 20.00 |
Akre Focus ETFSOLE | AKRE FOCUS ETF | 344.15K | SH | $22.55M 3.15% | 344.15K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | CAP STK CL A | 67.74K | SH | $21.20M 2.96% | 67.73K | 0.00 | 8.00 |
Amazon.com Inc.SOLE | COM | 71.33K | SH | $16.46M 2.30% | 71.32K | 0.00 | 6.00 |
American ExpressSOLE | COM | 36.94K | SH | $13.66M 1.91% | 36.94K | 0.00 | 0.00 |
Schwab Fundamental US Large Company ETFSOLE | SCHWAB FDT US LG | 490.96K | SH | $13.36M 1.87% | 490.61K | 0.00 | 357.00 |
Johnson & JohnsonSOLE | COM | 64.08K | SH | $13.26M 1.85% | 64.07K | 0.00 | 3.00 |
Charles Schwab CorpSOLE | COM | 127.72K | SH | $12.76M 1.78% | 127.71K | 0.00 | 10.00 |
Berkshire Hathaway Inc Class BSOLE | CL B NEW | 24.75K | SH | $12.44M 1.74% | 24.75K | 0.00 | 0.00 |
Accenture PLCSOLE | SH CL A | 39.76K | SH | $10.67M 1.49% | 39.76K | 0.00 | 0.00 |
MastercardSOLE | COM | 18.39K | SH | $10.50M 1.47% | 18.38K | 0.00 | 2.00 |
Cummins IncSOLE | COM | 18.71K | SH | $9.55M 1.33% | 18.70K | 0.00 | 2.00 |
JP Morgan Chase & CoSOLE | COM | 29.18K | SH | $9.40M 1.31% | 29.18K | 0.00 | 0.00 |
iShares S&P 500 IndexSOLE | S&P 500 Index | 13.65K | SH | $9.35M 1.31% | 13.65K | 0.00 | 0.00 |
KLA CorporationSOLE | COM NEW | 7.51K | SH | $9.13M 1.27% | 7.51K | 0.00 | 1.00 |
SyscoSOLE | COM | 117.57K | SH | $8.66M 1.21% | 117.57K | 0.00 | 0.00 |
QualcommSOLE | COM | 48.97K | SH | $8.38M 1.17% | 48.97K | 0.00 | 0.00 |
Lockheed Martin CorpSOLE | COM | 17.12K | SH | $8.28M 1.16% | 17.12K | 0.00 | 0.00 |
Broadcom LtdSOLE | COM | 23.85K | SH | $8.26M 1.15% | 23.85K | 0.00 | 0.00 |
MedtronicSOLE | COM | 83.56K | SH | $8.03M 1.12% | 83.56K | 0.00 | 0.00 |
US BancorpSOLE | COM | 149.88K | SH | $8.00M 1.12% | 149.88K | 0.00 | 0.00 |
Adobe Systems IncSOLE | COM | 22.42K | SH | $7.85M 1.10% | 22.42K | 0.00 | 3.00 |
iShares Russell 1000 Value IndexSOLE | RUS 1000 VAL ETF | 35.66K | SH | $7.50M 1.05% | 35.66K | 0.00 | 2.00 |
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