Ironwood Investment Counsel, LLC Top Holdings and 13F Report (2025)

About Ironwood Investment Counsel, LLC

Investment Activity

Ironwood Investment Counsel, LLC has $578.88 million in total holdings as of March 31, 2025.
Ironwood Investment Counsel, LLC owns shares of 240 different stocks, but just 74 companies or ETFs make up 80% of its holdings.
Approximately 4.99% of the portfolio was purchased this quarter.
About 3.17% of the portfolio was sold this quarter.
This quarter, Ironwood Investment Counsel, LLC has purchased 246 new stocks and bought additional shares in 121 stocks.
Ironwood Investment Counsel, LLC sold shares of 87 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Microsoft: $34,138,434
Schwab Fundamental U.S. Small Company Index ETF: $34,100,928
Apple: $28,030,810
Berkshire Hathaway Inc Class B: $13,086,447
Amazon.com: $12,871,217

Largest New Holdings this Quarter

97717W505 - WisdomTree U.S. MidCap Dividend Fund: $573,353 Holding
46137V217 - Invesco S&P MidCap 400 Pure Growth ETF: $312,727 Holding
98956P102 - Zimmer Biomet: $246,575 Holding
46434V621 - iShares Core Dividend Growth ETF: $233,096 Holding
363576109 - Arthur J. Gallagher & Co.: $218,191 Holding

Largest Purchases this Quarter

Schwab Fundamental U.S. Small Company Index ETF: 259,556 shares (about $7.11M)
JPMorgan Ultra-Short Income ETF: 38,189 shares (about $1.93M)
Adobe: 3,567 shares (about $1.37M)
Vanguard S&P 500 ETF: 2,227 shares (about $1.14M)
Dollar General: 12,469 shares (about $1.10M)

Largest Sales this Quarter

Starbucks: 20,741 shares (about $2.03M)
Apple: 6,039 shares (about $1.34M)
iShares Core U.S. Aggregate Bond ETF: 11,377 shares (about $1.13M)
Teradyne: 10,151 shares (about $838.48K)
VanEck High Yield Muni ETF: 16,165 shares (about $827.33K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$34,138,434	$156,163 ▲	0.5%	90,941	5.9%	Computer and Technology
FNDA Schwab Fundamental U.S. Small Company Index ETF	$34,100,928	$7,109,243 ▲	26.3%	1,245,013	5.9%	ETF
AAPL Apple	$28,030,810	$1,341,443 ▼	-4.6%	126,191	4.8%	Computer and Technology
Berkshire Hathaway Inc Class B	$13,086,447	$102,791 ▲	0.8%	24,571	2.3%	CL B NEW
AMZN Amazon.com	$12,871,217	$965,199 ▲	8.1%	67,650	2.2%	Retail/Wholesale
GOOGL Alphabet	$11,829,789	$411,502 ▲	3.6%	76,498	2.0%	Computer and Technology
SCHW Charles Schwab	$10,439,544	$317,114 ▲	3.1%	133,361	1.8%	Finance
AXP American Express	$10,382,473	$111,119 ▼	-1.1%	38,589	1.8%	Finance
JNJ Johnson & Johnson	$10,301,102	$155,394 ▲	1.5%	62,114	1.8%	Medical
MA Mastercard	$9,832,291	$174,852 ▲	1.8%	17,938	1.7%	Business Services
FNDX Schwab Fundamental U.S. Large Company Index ETF	$8,897,829	$691,350 ▲	8.4%	376,866	1.5%	ETF
ACN Accenture	$8,763,560	$50,552 ▼	-0.6%	28,084	1.5%	Computer and Technology
FI Fiserv	$8,747,393	$115,937 ▲	1.3%	39,611	1.5%	Business Services
SYY Sysco	$8,583,354	$66,111 ▲	0.8%	114,383	1.5%	Consumer Staples
META Meta Platforms	$8,179,292	$151,586 ▲	1.9%	14,191	1.4%	Computer and Technology
KLAC KLA	$7,644,270	$195,798 ▲	2.6%	11,244	1.3%	Computer and Technology
CMI Cummins	$7,202,065	$156,096 ▲	2.2%	22,977	1.2%	Auto/Tires/Trucks
Medtronic	$6,994,358	$397,541 ▲	6.0%	77,836	1.2%	COM
LMT Lockheed Martin	$6,839,772	$415,899 ▲	6.5%	15,311	1.2%	Aerospace
Merck & Co Inc	$6,701,810	$228,710 ▲	3.5%	74,663	1.2%	COM
QCOM QUALCOMM	$6,596,087	$374,198 ▲	6.0%	42,940	1.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$6,595,868	$105,238 ▲	1.6%	26,888	1.1%	Finance
IBM International Business Machines	$6,490,807	$112,395 ▼	-1.7%	26,103	1.1%	Computer and Technology
IVV iShares Core S&P 500 ETF	$6,323,234	$69,678 ▼	-1.1%	11,253	1.1%	ETF
PEP PepsiCo	$6,296,548	$58,778 ▼	-0.9%	41,993	1.1%	Consumer Staples
USB U.S. Bancorp	$6,228,988	$56,828 ▲	0.9%	147,536	1.1%	Finance
HD Home Depot	$6,128,548	$46,179 ▲	0.8%	16,722	1.1%	Retail/Wholesale
ADBE Adobe	$6,086,646	$1,368,057 ▲	29.0%	15,870	1.1%	Computer and Technology
LOW Lowe's Companies	$5,517,148	$152,768 ▲	2.8%	23,655	1.0%	Retail/Wholesale
DIS Walt Disney	$5,289,142	$101,562 ▲	2.0%	53,588	0.9%	Consumer Discretionary
UPS United Parcel Service	$5,146,387	$641,910 ▲	14.3%	46,789	0.9%	Transportation
BUD Anheuser-Busch InBev SA/NV	$5,138,374	$116,534 ▲	2.3%	83,469	0.9%	Consumer Staples
MCK McKesson	$5,125,394	$101,633 ▼	-1.9%	7,615	0.9%	Medical
LH Laboratory Co. of America	$4,999,758	$198,529 ▲	4.1%	21,482	0.9%	Medical
CMCSA Comcast	$4,924,996	$447,710 ▲	10.0%	133,468	0.9%	Consumer Discretionary
PG Procter & Gamble	$4,832,538	$33,233 ▼	-0.7%	28,356	0.8%	Consumer Staples
CAH Cardinal Health	$4,783,160	$193,707 ▼	-3.9%	34,718	0.8%	Medical
OGE OGE Energy	$4,609,282		0.0%	100,289	0.8%	Utilities
WDAY Workday	$4,501,524	$298,685 ▲	7.1%	19,276	0.8%	Computer and Technology
HYD VanEck High Yield Muni ETF	$4,493,958	$827,333 ▼	-15.5%	87,806	0.8%	ETF
CTVA Corteva	$4,264,317	$196,407 ▲	4.8%	67,762	0.7%	Consumer Staples
AVGO Broadcom	$4,156,174	$713,764 ▼	-14.7%	24,823	0.7%	Computer and Technology
COST Costco Wholesale	$4,120,535	$250,675 ▼	-5.7%	4,356	0.7%	Retail/Wholesale
NVDA NVIDIA	$4,078,453	$293,060 ▲	7.7%	37,631	0.7%	Computer and Technology
VOO Vanguard S&P 500 ETF	$4,075,493	$1,144,530 ▲	39.0%	7,930	0.7%	ETF
XOM Exxon Mobil	$3,928,128	$20,338 ▲	0.5%	33,028	0.7%	Energy
JPST JPMorgan Ultra-Short Income ETF	$3,869,650	$1,933,509 ▲	99.9%	76,430	0.7%	ETF
HSY Hershey	$3,598,288	$176,853 ▲	5.2%	21,038	0.6%	Consumer Staples
BRO Brown & Brown	$3,369,747	$34,210 ▼	-1.0%	27,088	0.6%	Finance
VB Vanguard Small-Cap ETF	$3,174,699	$73,846 ▼	-2.3%	14,316	0.5%	ETF
DG Dollar General	$3,160,566	$1,096,403 ▲	53.1%	35,944	0.5%	Retail/Wholesale
MCD McDonald's	$3,081,483	$327,392 ▼	-9.6%	9,864	0.5%	Retail/Wholesale
FPE First Trust Preferred Securities and Income ETF	$3,037,042	$494,825 ▼	-14.0%	172,657	0.5%	ETF
T AT&T	$2,977,082	$113,630 ▼	-3.7%	105,271	0.5%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$2,966,471	$363,607 ▼	-10.9%	5,303	0.5%	Finance
LLY Eli Lilly and Company	$2,944,369	$72,680 ▲	2.5%	3,565	0.5%	Medical
CSCO Cisco Systems	$2,856,642	$47,270 ▼	-1.6%	46,291	0.5%	Computer and Technology
GOOG Alphabet	$2,819,157	$94,368 ▲	3.5%	18,044	0.5%	Computer and Technology
TER Teradyne	$2,807,362	$838,483 ▼	-23.0%	33,987	0.5%	Computer and Technology
WMT Walmart	$2,806,298	$28,620 ▲	1.0%	31,966	0.5%	Retail/Wholesale
VZ Verizon Communications	$2,684,553	$239,320 ▼	-8.2%	59,183	0.5%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$2,631,609	$872,001 ▲	49.6%	51,772	0.5%	ETF
CVX Chevron	$2,626,650	$269,842 ▼	-9.3%	15,701	0.5%	Energy
TSLA Tesla	$2,544,245	$100,816 ▲	4.1%	9,817	0.4%	Auto/Tires/Trucks
IWD iShares Russell 1000 Value ETF	$2,512,501	$8,844 ▼	-0.4%	13,353	0.4%	ETF
PAYX Paychex	$2,496,654	$77,143 ▼	-3.0%	16,182	0.4%	Business Services
SBUX Starbucks	$2,493,575	$2,034,508 ▼	-44.9%	25,421	0.4%	Retail/Wholesale
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$2,374,623	$12,019 ▲	0.5%	29,043	0.4%	ETF
OMC Omnicom Group	$2,282,638	$4,063 ▲	0.2%	27,531	0.4%	Business Services
MDLZ Mondelez International	$2,144,857	$204,030 ▲	10.5%	31,611	0.4%	Consumer Staples
V Visa	$2,125,038	$70,099 ▲	3.4%	6,063	0.4%	Business Services
ABBV AbbVie	$2,082,760	$17,601 ▲	0.9%	9,940	0.4%	Medical
EFV iShares MSCI EAFE Value ETF	$2,062,192	$116,524 ▼	-5.3%	34,988	0.4%	ETF
MS Morgan Stanley	$1,998,440	$42,701 ▲	2.2%	17,129	0.3%	Finance
ADP Automatic Data Processing	$1,946,741	$206,560 ▼	-9.6%	6,371	0.3%	Business Services
CCI Crown Castle	$1,909,294	$876,266 ▲	84.8%	18,318	0.3%	Finance
JMST JPMorgan Ultra-Short Municipal ETF	$1,886,789	$614,522 ▲	48.3%	37,105	0.3%	ETF
GLW Corning	$1,885,967	$38,318 ▲	2.1%	41,196	0.3%	Computer and Technology
VO Vanguard Mid-Cap ETF	$1,863,390	$703,200 ▲	60.6%	7,205	0.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,791,045	$1,125,413 ▼	-38.6%	18,106	0.3%	Finance
WM Waste Management	$1,745,374	$7,177 ▼	-0.4%	7,539	0.3%	Business Services
KO Coca-Cola	$1,723,271	$31,943 ▼	-1.8%	24,061	0.3%	Consumer Staples
APD Air Products and Chemicals	$1,716,158	$88,477 ▲	5.4%	5,819	0.3%	Basic Materials
VIG Vanguard Dividend Appreciation ETF	$1,694,934	$47,723 ▼	-2.7%	8,737	0.3%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,673,707	$31,163 ▲	1.9%	21,215	0.3%	ETF
AMGN Amgen	$1,660,673	$58,575 ▲	3.7%	5,330	0.3%	Medical
Abbott Laboratories	$1,646,083	$17,377 ▼	-1.0%	12,409	0.3%	COM
VCSH Vanguard Short-Term Corporate Bond ETF	$1,631,472	$22,972 ▲	1.4%	20,667	0.3%	ETF
BRK.A Berkshire Hathaway	$1,596,883		0.0%	2	0.3%	Finance
SCHD Schwab US Dividend Equity ETF	$1,582,205	$145,197 ▲	10.1%	56,588	0.3%	ETF
UNH UnitedHealth Group	$1,505,938	$36,143 ▼	-2.3%	2,875	0.3%	Medical
GIS General Mills	$1,504,878	$16,682 ▲	1.1%	25,169	0.3%	Consumer Staples
INTU Intuit	$1,479,715	$7,982 ▲	0.5%	2,410	0.3%	Computer and Technology
MCO Moody's	$1,452,021	$6,520 ▲	0.5%	3,118	0.3%	Finance
HUBB Hubbell	$1,437,142	$18,200 ▼	-1.3%	4,343	0.2%	Industrials
MMC Marsh & McLennan Companies	$1,402,975	$12,934 ▲	0.9%	5,749	0.2%	Finance
EMR Emerson Electric	$1,379,330	$73,243 ▼	-5.0%	12,580	0.2%	Industrials
EFG iShares MSCI EAFE Growth ETF	$1,374,983	$1,400 ▲	0.1%	13,749	0.2%	ETF
ISRG Intuitive Surgical	$1,349,115	$4,953 ▲	0.4%	2,724	0.2%	Medical
BLK BlackRock	$1,319,774	$1,894 ▼	-0.1%	1,394	0.2%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Ironwood Investment Counsel, LLC Top Holdings and 13F Report (2025)

About Ironwood Investment Counsel, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Ironwood Investment Counsel, LLC Top Holdings and 13F Report (2025)

About Ironwood Investment Counsel, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofIronwood Investment Counsel, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools