Ironwood Investment Counsel, LLC Portfolio Holdings
Ironwood Investment Counsel, LLC
- $545 Million
- Q1 2025
Ironwood Investment Counsel, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $545 Million distributed in 240 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $34.1M, Schwab Fundamental U S Small C with a value of $34.1M, Apple Inc. with a value of $28M, Amazon Com Inc with a value of $12.9M, and Alphabet Inc. with a value of $11.8M.
Examining the 13F form we can see an decrease of $9.2M in the current position value, from $554M to 545M.
Below you can find more details about Ironwood Investment Counsel, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$545 Million
Technology: $133 Million
ETFs: $115 Million
Financial Services: $65.7 Million
Consumer Defensive: $50.3 Million
Communication Services: $41.2 Million
Industrials: $40.7 Million
Healthcare: $39.9 Million
Consumer Cyclical: $35.3 Million
Other: $24.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 240
- Current Value $545 Million
- Prior Value $554 Million
- Filing
- Period Q1 2025
- Filing Date May 09, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 9 stocks
- Additional Purchases 121 stocks
- Sold out of 0 stocks
- Reduced holdings in 87 stocks