Ironwood Investment Counsel, LLC Portfolio Holdings
Ironwood Investment Counsel, LLC
- $554 Million
- Q4 2024
Ironwood Investment Counsel, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $554 Million distributed in 246 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $38.2M, Apple Inc. with a value of $33.1M, Schwab Fundamental U S Small C with a value of $29.3M, Alphabet Inc. with a value of $14M, and Amazon Com Inc with a value of $13.7M.
Examining the 13F form we can see an decrease of $14.5M in the current position value, from $569M to 554M.
Below you can find more details about Ironwood Investment Counsel, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$554 Million
Technology: $147 Million
ETFs: $109 Million
Financial Services: $66.2 Million
Consumer Defensive: $48.4 Million
Communication Services: $43.6 Million
Industrials: $42.7 Million
Consumer Cyclical: $39.7 Million
Healthcare: $36.3 Million
Other: $21.9 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 246
- Current Value $554 Million
- Prior Value $569 Million
- Filing
- Period Q4 2024
- Filing Date February 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 7 stocks
- Additional Purchases 57 stocks
- Sold out of 0 stocks
- Reduced holdings in 150 stocks