StockDriftsStockDriftsTop 50 Ironwood Investment Counsel, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple | 4.58% | 120.7K | $34.9M | -0.75%(-910) | $58.19(+424.79%) | 2026-06-30 | |
| FNDA | Schwab Fundemental US Small Company ETF | 4.53% | 907.3K | $34.5M | -3.51%(-33.05K) | $27.21(+40.89%) | 2026-06-30 | |
| MSFT | Microsoft | 4% | 81.8K | $30.5M | -0.26%(-217) | $56.69(+757.49%) | 2026-06-30 | |
| GOOGL | Alphabet Inc Class A | 2.88% | 61.4K | $21.9M | -4.98%(-3.22K) | $81.32(+323.91%) | 2026-06-30 | |
| AKRE | Akre Focus ETF | 2.39% | 342.6K | $18.2M | -1.77%(-6.18K) | $65.43(-8.91%) | 2026-06-30 | |
| FNDX | Schwab Fundamental US Large Company ETF | 2.3% | 563.8K | $17.5M | +8.12%(+42.35K) | $21.17(+53.74%) | 2026-06-30 | |
| AMZN | Amazon.com Inc. | 2.27% | 72.5K | $17.3M | -0.31%(-222) | $125.46(+109.26%) | 2026-06-30 | |
| JNJ | Johnson & Johnson | 2.13% | 63.8K | $16.2M | +1.14%(+721) | $112.77(+130.97%) | 2026-06-30 | |
| KLAC | KLA Corporation | 1.78% | 45.0K | $13.6M | -8.70%(-4.29K) | $34.23(+480.13%) | 2026-06-30 | |
| BRKB | Berkshire Hathaway Inc Class B | 1.67% | 25.5K | $12.7M | +1.30%(+327) | $265.72(+88.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.96% | +36.62% | +6.40% | +36.36% |
| Top 20 Holdings Unweighted | +10.57% | +35.18% | +5.66% | +31.69% |
Ironwood Investment Counsel, LLC reports $762.19M in US-listed equity holdings across 267 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.6%), FNDA (4.5%) and MSFT (4.0%). The top 20 holdings account for 42.4% of reported assets. Its disclosed equity book has returned +36.62% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ironwood Investment Counsel, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1330463). View Ironwood Investment Counsel, LLC’s 13F filings on SEC