§ 13F · FUND PROFILE
Ironwood Investment Counsel, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $686M (13F)Positions · 263Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple | 122K | $31M | 4.4% | −1% |
| 2 | FNDA | Schwab Fundemental US Small Company ETF | 940K | $30M | 4.4% | −5% |
| 3 | MSFT | Microsoft | 82K | $30M | 4.4% | −2% |
| 4 | GOOGL | Alphabet Inc Class A | 65K | $19M | 2.7% | −5% |
| 5 | AKRE | Akre Focus ETF | 349K | $18M | 2.7% | +1% |
| 6 | JNJ | Johnson & Johnson | 63K | $15M | 2.2% | −2% |
| 7 | AMZN | Amazon.com Inc. | 73K | $15M | 2.2% | +2% |
| 8 | FNDX | Schwab Fundamental US Large Company ETF | 521K | $15M | 2.1% | +6% |
| 9 | BRK-B | Berkshire Hathaway Inc Class B | 25K | $12M | 1.7% | +2% |
| 10 | SCHW | Charles Schwab Corp | 127K | $12M | 1.7% | −1% |
§ 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 $686 million in assets. The fund runs a broad portfolio of 263 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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