Ironwood Investment Counsel, LLC Portfolio Holdings
Ironwood Investment Counsel, LLC
- $532 Million
- Q2 2024
Ironwood Investment Counsel, LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $532 Million distributed in 257 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $40.6M, Apple Inc. with a value of $28.4M, Schwab Fundamental U S Small C with a value of $14.7M, Alphabet Inc. with a value of $13.4M, and Amazon Com Inc with a value of $12.2M.
Examining the 13F form we can see an decrease of $6.74M in the current position value, from $539M to 532M.
Below you can find more details about Ironwood Investment Counsel, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$532 Million
Technology: $145 Million
ETFs: $95.6 Million
Financial Services: $59.1 Million
Consumer Defensive: $51.5 Million
Communication Services: $42.9 Million
Industrials: $41.5 Million
Healthcare: $37.3 Million
Consumer Cyclical: $35 Million
Other: $23.6 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 257
- Current Value $532 Million
- Prior Value $539 Million
- Filing
- Period Q2 2024
- Filing Date August 05, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 10 stocks
- Additional Purchases 85 stocks
- Sold out of 0 stocks
- Reduced holdings in 120 stocks