Ironwood Investment Counsel, LLC Portfolio Holdings
Ironwood Investment Counsel, LLC
- $641 Million
- Q2 2025
Ironwood Investment Counsel, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $641 Million distributed in 267 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $44.9M, S&P Global Inc. with a value of $39.1M, Schwab Fundamental U S Small C with a value of $33.8M, Apple Inc. with a value of $26.5M, and Mastercard Inc with a value of $20.5M.
Examining the 13F form we can see an increase of $96.3M in the current position value, from $545M to 641M.
Below you can find more details about Ironwood Investment Counsel, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$641 Million
Technology: $151 Million
Financial Services: $128 Million
ETFs: $125 Million
Consumer Defensive: $50.8 Million
Industrials: $47.1 Million
Healthcare: $46.1 Million
Communication Services: $32.4 Million
Consumer Cyclical: $24 Million
Other: $36.5 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 267
- Current Value $641 Million
- Prior Value $545 Million
- Filing
- Period Q2 2025
- Filing Date August 07, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 30 stocks
- Additional Purchases 106 stocks
- Sold out of 0 stocks
- Reduced holdings in 89 stocks