Filed: 5/7/2026ACC: 0001330463-26-000002
📋 What this filing means
IRONWOOD INVESTMENT COUNSEL, LLC filed this quarterly 13F‑HR report disclosing 263 equity positions with a total reported market value of $694.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
263
Positions
$694.15M
Total AUM (reported)
6.82M
Total Shares
Allocation by class
COM$421.22M60.7%
SCHWAB FDT US SC$30.50M4.4%
CL A$21.54M3.1%
COM NEW$20.15M2.9%
CAP STK CL A$18.58M2.7%
AKRE FOCUS ETF$18.43M2.7%
SCHWAB FDT US LG$14.52M2.1%
Portfolio Concentration
Top 3$91.71M13.2%
4–10$106.05M15.3%
11–25$130.25M18.8%
Rest$366.13M52.7%
Top 3 weight
13.2%
Top 10 weight
28.5%
Voting Authority Distribution
Total shares with voting rights: 6.82M
Sole
Full voting authority
6.81M
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)
Sole263
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings263
Rows:
Apple
SOLEShares121.64K
TypeSH
Market value$30.87M
4.45%
Sole
121.64K
Shared
0.00
None
0.00
Schwab Fundemental US Small Company ETF
SOLEShares940.34K
TypeSH
Market value$30.50M
4.39%
Sole
940.32K
Shared
0.00
None
20.00
Microsoft
SOLEShares81.98K
TypeSH
Market value$30.35M
4.37%
Sole
81.98K
Shared
0.00
None
2.00
Alphabet Inc Class A
SOLEShares64.61K
TypeSH
Market value$18.58M
2.68%
Sole
64.60K
Shared
0.00
None
8.00
Akre Focus ETF
SOLEShares348.74K
TypeSH
Market value$18.43M
2.66%
Sole
348.74K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares63.07K
TypeSH
Market value$15.42M
2.22%
Sole
63.07K
Shared
0.00
None
3.00
Amazon.com Inc.
SOLEShares72.75K
TypeSH
Market value$15.15M
2.18%
Sole
72.75K
Shared
0.00
None
6.00
Schwab Fundamental US Large Company ETF
SOLEShares521.50K
TypeSH
Market value$14.52M
2.09%
Sole
521.14K
Shared
0.00
None
357.00
Berkshire Hathaway Inc Class B
SOLEShares25.14K
TypeSH
Market value$12.05M
1.74%
Sole
25.14K
Shared
0.00
None
0.00
Charles Schwab Corp
SOLEShares126.60K
TypeSH
Market value$11.90M
1.71%
Sole
126.59K
Shared
0.00
None
10.00
American Express
SOLEShares37.29K
TypeSH
Market value$11.28M
1.62%
Sole
37.29K
Shared
0.00
None
0.00
JPMorgan Ultra-Short Income ETF
SOLEShares222.28K
TypeSH
Market value$11.25M
1.62%
Sole
222.28K
Shared
0.00
None
0.00
Lockheed Martin Corp
SOLEShares17.33K
TypeSH
Market value$10.48M
1.51%
Sole
17.33K
Shared
0.00
None
0.00
Mastercard
SOLEShares19.08K
TypeSH
Market value$9.54M
1.37%
Sole
19.08K
Shared
0.00
None
2.00
Accenture PLC
SOLEShares46.54K
TypeSH
Market value$9.23M
1.33%
Sole
46.54K
Shared
0.00
None
0.00
iShares S&P 500 Index
SOLEShares13.34K
TypeSH
Market value$8.72M
1.26%
Sole
13.34K
Shared
0.00
None
0.00
Sysco
SOLEShares119.89K
TypeSH
Market value$8.55M
1.23%
Sole
119.89K
Shared
0.00
None
0.00
JP Morgan Chase & Co
SOLEShares28.69K
TypeSH
Market value$8.44M
1.22%
Sole
28.69K
Shared
0.00
None
0.00
US Bancorp
SOLEShares154.77K
TypeSH
Market value$8.05M
1.16%
Sole
154.77K
Shared
0.00
None
0.00
iShares Russell 1000 Value Index
SOLEShares35.61K
TypeSH
Market value$7.61M
1.10%
Sole
35.61K
Shared
0.00
None
2.00
Pepsico Incorporated
SOLEShares48.89K
TypeSH
Market value$7.59M
1.09%
Sole
48.89K
Shared
0.00
None
0.00
Medtronic
SOLEShares87.47K
TypeSH
Market value$7.58M
1.09%
Sole
87.47K
Shared
0.00
None
0.00
Teradyne, Inc.
SOLEShares25.31K
TypeSH
Market value$7.50M
1.08%
Sole
25.30K
Shared
0.00
None
7.00
KLA Corporation
SOLEShares4.93K
TypeSH
Market value$7.25M
1.04%
Sole
4.92K
Shared
0.00
None
1.00
Broadcom Ltd
SOLEShares23.22K
TypeSH
Market value$7.19M
1.04%
Sole
23.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AppleSOLE | COM | 121.64K | SH | $30.87M 4.45% | 121.64K | 0.00 | 0.00 |
Schwab Fundemental US Small Company ETFSOLE | SCHWAB FDT US SC | 940.34K | SH | $30.50M 4.39% | 940.32K | 0.00 | 20.00 |
MicrosoftSOLE | COM | 81.98K | SH | $30.35M 4.37% | 81.98K | 0.00 | 2.00 |
Alphabet Inc Class ASOLE | CAP STK CL A | 64.61K | SH | $18.58M 2.68% | 64.60K | 0.00 | 8.00 |
Akre Focus ETFSOLE | AKRE FOCUS ETF | 348.74K | SH | $18.43M 2.66% | 348.74K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 63.07K | SH | $15.42M 2.22% | 63.07K | 0.00 | 3.00 |
Amazon.com Inc.SOLE | COM | 72.75K | SH | $15.15M 2.18% | 72.75K | 0.00 | 6.00 |
Schwab Fundamental US Large Company ETFSOLE | SCHWAB FDT US LG | 521.50K | SH | $14.52M 2.09% | 521.14K | 0.00 | 357.00 |
Berkshire Hathaway Inc Class BSOLE | CL B NEW | 25.14K | SH | $12.05M 1.74% | 25.14K | 0.00 | 0.00 |
Charles Schwab CorpSOLE | COM | 126.60K | SH | $11.90M 1.71% | 126.59K | 0.00 | 10.00 |
American ExpressSOLE | COM | 37.29K | SH | $11.28M 1.62% | 37.29K | 0.00 | 0.00 |
JPMorgan Ultra-Short Income ETFSOLE | ULTRA SHRT INC | 222.28K | SH | $11.25M 1.62% | 222.28K | 0.00 | 0.00 |
Lockheed Martin CorpSOLE | COM | 17.33K | SH | $10.48M 1.51% | 17.33K | 0.00 | 0.00 |
MastercardSOLE | COM | 19.08K | SH | $9.54M 1.37% | 19.08K | 0.00 | 2.00 |
Accenture PLCSOLE | SH CL A | 46.54K | SH | $9.23M 1.33% | 46.54K | 0.00 | 0.00 |
iShares S&P 500 IndexSOLE | S&P 500 Index | 13.34K | SH | $8.72M 1.26% | 13.34K | 0.00 | 0.00 |
SyscoSOLE | COM | 119.89K | SH | $8.55M 1.23% | 119.89K | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | COM | 28.69K | SH | $8.44M 1.22% | 28.69K | 0.00 | 0.00 |
US BancorpSOLE | COM | 154.77K | SH | $8.05M 1.16% | 154.77K | 0.00 | 0.00 |
iShares Russell 1000 Value IndexSOLE | RUS 1000 VAL ETF | 35.61K | SH | $7.61M 1.10% | 35.61K | 0.00 | 2.00 |
Pepsico IncorporatedSOLE | COM | 48.89K | SH | $7.59M 1.09% | 48.89K | 0.00 | 0.00 |
MedtronicSOLE | COM | 87.47K | SH | $7.58M 1.09% | 87.47K | 0.00 | 0.00 |
Teradyne, Inc.SOLE | COM | 25.31K | SH | $7.50M 1.08% | 25.30K | 0.00 | 7.00 |
KLA CorporationSOLE | COM NEW | 4.93K | SH | $7.25M 1.04% | 4.92K | 0.00 | 1.00 |
Broadcom LtdSOLE | COM | 23.22K | SH | $7.19M 1.04% | 23.22K | 0.00 | 0.00 |
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