Top 50 Ironwood Investment Counsel, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple | 4.45% | 121.6K | $30.9M | -0.88%(-1.08K) | $58.19(+430.37%) | 2026-03-31 | |
| FNDA | Schwab Fundemental US Small Company ETF | 4.39% | 940.3K | $30.5M | -4.86%(-48.00K) | $27.21(+38.25%) | 2026-03-31 | |
| MSFT | Microsoft | 4.37% | 82.0K | $30.3M | -1.85%(-1.54K) | $56.69(+588.87%) | 2026-03-31 | |
| GOOGL | Alphabet Inc Class A | 2.68% | 64.6K | $18.6M | -4.61%(-3.12K) | $81.32(+342.59%) | 2026-03-31 | |
| AKRE | Akre Focus ETF | 2.66% | 348.7K | $18.4M | +1.33%(+4.59K) | $65.43(-14.91%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 2.22% | 63.1K | $15.4M | -1.56%(-1.00K) | $111.22(+136.51%) | 2026-03-31 | |
| AMZN | Amazon.com Inc. | 2.18% | 72.8K | $15.2M | +2.00%(+1.42K) | $125.46(+93.43%) | 2026-03-31 | |
| FNDX | Schwab Fundamental US Large Company ETF | 2.09% | 521.5K | $14.5M | +6.22%(+30.53K) | $20.52(+52.41%) | 2026-03-31 | |
| BRKB | Berkshire Hathaway Inc Class B | 1.74% | 25.1K | $12.0M | +1.58%(+391) | $263.57(+92.66%) | 2026-03-31 | |
| SCHW | Charles Schwab Corp | 1.71% | 126.6K | $11.9M | -0.88%(-1.12K) | $40.90(+137.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.07% | +33.35% |
| Top 20 Holdings Unweighted | +9.62% | +31.72% |
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