Ironwood Investment Counsel, LLC Portfolio Holdings
Ironwood Investment Counsel, LLC
- $569 Million
- Q3 2024
Ironwood Investment Counsel, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $569 Million distributed in 256 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $38.9M, Apple Inc. with a value of $31.1M, Schwab Fundamental U S Small C with a value of $26.4M, Alphabet Inc. with a value of $12.5M, and Amazon Com Inc with a value of $11.7M.
Examining the 13F form we can see an increase of $37.1M in the current position value, from $532M to 569M.
Below you can find more details about Ironwood Investment Counsel, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$569 Million
Technology: $147 Million
ETFs: $112 Million
Financial Services: $62.7 Million
Consumer Defensive: $54.9 Million
Industrials: $45.9 Million
Communication Services: $43 Million
Consumer Cyclical: $39.9 Million
Healthcare: $38.8 Million
Other: $25.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 256
- Current Value $569 Million
- Prior Value $532 Million
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 10 stocks
- Additional Purchases 82 stocks
- Sold out of 0 stocks
- Reduced holdings in 125 stocks