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Ironwood Investment Counsel, LLC

Portfolio Manager
Ironwood Investment Counsel, LLC
Performance
-7.24% (2026 Q1)
AUM (13F)
$694.15M
# of Holdings
263
Performance Rank
Allocation (Top 20)
41.91%

Ironwood Investment Counsel, LLC Holdings Map

Top 50 Ironwood Investment Counsel, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
Apple
4.45%121.6K$30.9M
-0.88%(-1.08K)
2025-Q1: 126.2K shares2025-Q2: 129.0K shares2025-Q3: 124.4K shares2025-Q4: 122.7K shares2026-Q1: 121.6K shares
$58.19(+430.37%)
2026-03-31
FNDA
Schwab Fundemental US Small Company ETF
4.39%940.3K$30.5M
-4.86%(-48.00K)
2025-Q1: 1.25M shares2025-Q2: 1.18M shares2025-Q3: 1.03M shares2025-Q4: 988.3K shares2026-Q1: 940.3K shares
$27.21(+38.25%)
2026-03-31
MSFT
Microsoft
4.37%82.0K$30.3M
-1.85%(-1.54K)
2025-Q1: 90.9K shares2025-Q2: 90.4K shares2025-Q3: 85.7K shares2025-Q4: 83.5K shares2026-Q1: 82.0K shares
$56.69(+588.87%)
2026-03-31
GOOGL
Alphabet Inc Class A
2.68%64.6K$18.6M
-4.61%(-3.12K)
2025-Q1: 76.5K shares2025-Q2: 0 shares2025-Q3: 75.1K shares2025-Q4: 67.7K shares2026-Q1: 64.6K shares
$81.32(+342.59%)
2026-03-31
AKRE
Akre Focus ETF
2.66%348.7K$18.4M
+1.33%(+4.59K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 344.2K shares2026-Q1: 348.7K shares
$65.43(-14.91%)
2026-03-31
JNJ
Johnson & Johnson
2.22%63.1K$15.4M
-1.56%(-1.00K)
2025-Q1: 62.1K shares2025-Q2: 63.6K shares2025-Q3: 64.7K shares2025-Q4: 64.1K shares2026-Q1: 63.1K shares
$111.22(+136.51%)
2026-03-31
AMZN
Amazon.com Inc.
2.18%72.8K$15.2M
+2.00%(+1.42K)
2025-Q1: 67.7K shares2025-Q2: 0 shares2025-Q3: 71.1K shares2025-Q4: 71.3K shares2026-Q1: 72.8K shares
$125.46(+93.43%)
2026-03-31
FNDX
Schwab Fundamental US Large Company ETF
2.09%521.5K$14.5M
+6.22%(+30.53K)
2025-Q1: 376.9K shares2025-Q2: 453.5K shares2025-Q3: 476.9K shares2025-Q4: 491.0K shares2026-Q1: 521.5K shares
$20.52(+52.41%)
2026-03-31
BRKB
Berkshire Hathaway Inc Class B
1.74%25.1K$12.0M
+1.58%(+391)
2025-Q1: 24.6K shares2025-Q2: 24.9K shares2025-Q3: 25.3K shares2025-Q4: 24.8K shares2026-Q1: 25.1K shares
$263.57(+92.66%)
2026-03-31
SCHW
Charles Schwab Corp
1.71%126.6K$11.9M
-0.88%(-1.12K)
2025-Q1: 133.4K shares2025-Q2: 131.5K shares2025-Q3: 132.0K shares2025-Q4: 127.7K shares2026-Q1: 126.6K shares
$40.90(+137.15%)
2026-03-31

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