§ 13F · FUND PROFILE
Ironwood Investment Counsel, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $647.2T (13F)Positions · 267Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$26.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft | 84K | $40.4T | 5.6% | −3% |
| 2 | AAPL | Apple | 123K | $33.4T | 4.7% | −1% |
| 3 | FNDA | Schwab Fundemental US Small Company ETF | 988K | $31.1T | 4.3% | −4% |
| 4 | AKRE | Akre Focus ETF | 344K | $22.5T | 3.1% | NEW |
| 5 | GOOGL | Alphabet Inc Class A | 68K | $21.2T | 3.0% | −10% |
| 6 | AMZN | Amazon.com Inc. | 71K | $16.5T | 2.3% | ±0% |
| 7 | AXP | American Express | 37K | $13.7T | 1.9% | −4% |
| 8 | FNDX | Schwab Fundamental US Large Company ETF | 491K | $13.4T | 1.9% | +3% |
| 9 | JNJ | Johnson & Johnson | 64K | $13.3T | 1.9% | −1% |
| 10 | SCHW | Charles Schwab Corp | 128K | $12.8T | 1.8% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IRONWOOD SIGNAL
AC read
Ironwood Investment Counsel, LLC is a Other fund managing $647175.5 trillion in assets. The fund runs a broad portfolio of 267 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed