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

About Ironwood Investment Counsel, LLC

Investment Activity

Ironwood Investment Counsel, LLC has $647.18 million in total holdings as of June 30, 2025.
Ironwood Investment Counsel, LLC owns shares of 267 different stocks, but just 77 companies or ETFs make up 80% of its holdings.
Approximately 10.04% of the portfolio was purchased this quarter.
About 15.40% of the portfolio was sold this quarter.
This quarter, Ironwood Investment Counsel, LLC has purchased 251 new stocks and bought additional shares in 105 stocks.
Ironwood Investment Counsel, LLC sold shares of 101 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Microsoft: $44,941,864
Schwab Fundamental U.S. Small Company ETF: $33,791,173
Apple: $26,464,437
S&P Global: $15,813,779
Exxon Mobil: $14,589,615

Largest New Holdings this Quarter

88339J105 - Trade Desk: $1,504,734 Holding
30040W108 - Eversource Energy: $1,172,276 Holding
G8994E103 - Trane Technologies: $740,097 Holding
969457100 - Williams Companies: $648,513 Holding
45866F104 - Intercontinental Exchange: $525,091 Holding

Largest Purchases this Quarter

S&P Global: 70,503 shares (about $15.47M)
Exxon Mobil: 49,759 shares (about $8.77M)
Amgen: 8,497 shares (about $2.37M)
Schwab Fundamental U.S. Large Company ETF: 76,613 shares (about $1.88M)
iShares Core S&P 500 ETF: 2,888 shares (about $1.79M)

Largest Sales this Quarter

AT&T: 88,183 shares (about $34.12M)
Cisco Systems: 44,727 shares (about $9.00M)
iShares MSCI EAFE Value ETF: 33,278 shares (about $5.25M)
Schwab Fundamental U.S. Small Company ETF: 65,566 shares (about $1.88M)
JPMorgan Ultra-Short Income ETF: 32,158 shares (about $1.63M)

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	$44,941,864	$293,474 ▼	-0.6%	90,351	6.9%	Computer and Technology
FNDA Schwab Fundamental U.S. Small Company ETF	$33,791,173	$1,878,467 ▼	-5.3%	1,179,447	5.2%	ETF
AAPL Apple	$26,464,437	$573,659 ▲	2.2%	128,987	4.1%	Computer and Technology
SPGI S&P Global	$15,813,779	$15,467,798 ▲	4,470.7%	72,080	2.4%	Finance
XOM Exxon Mobil	$14,589,615	$8,769,066 ▲	150.7%	82,787	2.3%	Energy
AXP American Express	$12,423,463	$114,196 ▲	0.9%	38,947	1.9%	Finance
Berkshire Hathaway Inc Class B	$12,102,375	$166,139 ▲	1.4%	24,913	1.9%	CL B NEW
SCHW Charles Schwab	$12,001,943	$165,966 ▼	-1.4%	131,542	1.9%	Finance
META Meta Platforms	$11,302,792	$828,168 ▲	7.9%	15,313	1.7%	Computer and Technology
FNDX Schwab Fundamental U.S. Large Company ETF	$11,128,374	$1,880,083 ▲	20.3%	453,479	1.7%	ETF
MA Mastercard	$10,353,736	$273,117 ▲	2.7%	18,424	1.6%	Business Services
KLAC KLA	$10,001,411	$70,767 ▼	-0.7%	11,165	1.5%	Computer and Technology
JNJ Johnson & Johnson	$9,717,437	$229,433 ▲	2.4%	63,616	1.5%	Medical
IVV iShares Core S&P 500 ETF	$8,780,733	$1,793,279 ▲	25.7%	14,141	1.4%	ETF
JPM JPMorgan Chase & Co.	$8,695,349	$900,179 ▲	11.5%	29,993	1.3%	Finance
SYY Sysco	$8,684,925	$21,510 ▲	0.2%	114,667	1.3%	Consumer Staples
ACN Accenture	$8,389,189	$5,081 ▼	-0.1%	28,067	1.3%	Computer and Technology
CMI Cummins	$7,920,431	$395,301 ▲	5.3%	24,184	1.2%	Auto/Tires/Trucks
FI Fiserv	$7,794,214	$964,816 ▲	14.1%	45,207	1.2%	Business Services
QCOM QUALCOMM	$7,605,374	$766,685 ▲	11.2%	47,754	1.2%	Computer and Technology
AVGO Broadcom	$7,546,139	$703,479 ▲	10.3%	27,375	1.2%	Computer and Technology
LMT Lockheed Martin	$7,538,621	$447,399 ▲	6.3%	16,277	1.2%	Aerospace
IBM International Business Machines	$7,485,994	$208,706 ▼	-2.7%	25,395	1.2%	Computer and Technology
Medtronic	$7,014,641	$229,608 ▲	3.4%	80,470	1.1%	COM
DIS Walt Disney	$6,996,936	$351,447 ▲	5.3%	56,422	1.1%	Consumer Discretionary
USB U.S. Bancorp	$6,869,247	$193,218 ▲	2.9%	151,806	1.1%	Finance
HD Home Depot	$6,677,191	$545,952 ▲	8.9%	18,211	1.0%	Retail/Wholesale
T AT&T	$6,611,030	$34,116,366 ▼	-83.8%	17,088	1.0%	Computer and Technology
LH Labcorp	$6,008,652	$369,355 ▲	6.5%	22,889	0.9%	Medical
NVDA NVIDIA	$5,826,849	$118,493 ▼	-2.0%	36,881	0.9%	Computer and Technology
BUD Anheuser-Busch InBev SA/NV	$5,807,039	$70,989 ▲	1.2%	84,502	0.9%	Consumer Staples
LOW Lowe's Companies	$5,686,736	$438,209 ▲	8.3%	25,630	0.9%	Retail/Wholesale
PEP PepsiCo	$5,665,274	$120,423 ▲	2.2%	42,905	0.9%	Consumer Staples
UPS United Parcel Service	$5,590,819	$867,891 ▲	18.4%	55,387	0.9%	Transportation
CMCSA Comcast	$5,589,476	$825,978 ▲	17.3%	156,611	0.9%	Consumer Discretionary
CTVA Corteva	$5,576,823	$526,484 ▲	10.4%	74,826	0.9%	Consumer Staples
CAH Cardinal Health	$5,319,734	$512,905 ▼	-8.8%	31,665	0.8%	Medical
Merck & Co Inc	$5,217,181	$693,212 ▼	-11.7%	65,906	0.8%	COM
WDAY Workday	$5,188,560	$562,320 ▲	12.2%	21,619	0.8%	Computer and Technology
MCK McKesson	$5,019,420	$561,378 ▼	-10.1%	6,849	0.8%	Medical
PG Procter & Gamble	$4,471,033	$46,681 ▼	-1.0%	28,063	0.7%	Consumer Staples
OGE OGE Energy	$4,450,825		0.0%	100,289	0.7%	Utilities
DG Dollar General	$4,425,167	$313,861 ▲	7.6%	38,688	0.7%	Retail/Wholesale
COST Costco Wholesale	$4,343,845	$30,695 ▲	0.7%	4,387	0.7%	Retail/Wholesale
HYD VanEck High Yield Muni ETF	$4,278,849	$129,893 ▼	-2.9%	85,219	0.7%	ETF
AMGN Amgen	$3,860,858	$2,372,583 ▲	159.4%	13,827	0.6%	Medical
VOO Vanguard S&P 500 ETF	$3,766,495	$738,528 ▼	-16.4%	6,630	0.6%	ETF
XOM Exxon Mobil	$3,630,063	$69,639 ▲	2.0%	33,674	0.6%	Energy
HSY Hershey	$3,611,133	$119,818 ▲	3.4%	21,760	0.6%	Consumer Staples
TER Teradyne	$3,568,056	$511,919 ▲	16.8%	39,680	0.6%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$3,496,967	$219,989 ▲	6.7%	5,659	0.5%	Finance
TSLA Tesla	$3,440,028	$321,480 ▲	10.3%	10,829	0.5%	Auto/Tires/Trucks
FPE First Trust Preferred Securities and Income ETF	$3,399,568	$326,258 ▲	10.6%	190,986	0.5%	ETF
WMT Walmart	$3,361,757	$236,047 ▲	7.6%	34,380	0.5%	Retail/Wholesale
VB Vanguard Small-Cap ETF	$3,356,452	$36,259 ▼	-1.1%	14,163	0.5%	ETF
CSCO Cisco Systems	$3,233,336	$21,647 ▲	0.7%	46,603	0.5%	Computer and Technology
MA Mastercard	$3,196,990	$14,901 ▲	0.5%	18,022	0.5%	Business Services
BRO Brown & Brown	$3,000,474	$2,772 ▼	-0.1%	27,063	0.5%	Finance
T AT&T	$2,962,650	$83,897 ▼	-2.8%	102,372	0.5%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$2,888,396	$63,168 ▼	-2.1%	50,664	0.4%	ETF
MCD McDonald's	$2,865,028	$16,946 ▼	-0.6%	9,806	0.4%	Retail/Wholesale
V Visa	$2,847,701	$694,882 ▲	32.3%	8,020	0.4%	Business Services
LLY Eli Lilly and Company	$2,761,095	$17,929 ▼	-0.6%	3,542	0.4%	Medical
VZ Verizon Communications	$2,756,420	$195,540 ▲	7.6%	63,702	0.4%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$2,593,554		0.0%	13,353	0.4%	ETF
EFV iShares MSCI EAFE Value ETF	$2,589,499	$368,441 ▲	16.6%	40,792	0.4%	ETF
CCI Crown Castle	$2,471,265	$589,385 ▲	31.3%	24,055	0.4%	Finance
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$2,448,777	$40,466 ▲	1.7%	29,531	0.4%	ETF
MS Morgan Stanley	$2,420,694	$7,888 ▲	0.3%	17,185	0.4%	Finance
CVX Chevron	$2,326,396	$78,043 ▲	3.5%	16,246	0.4%	Energy
PAYX Paychex	$2,320,490	$33,457 ▼	-1.4%	15,952	0.4%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$2,243,704	$1,629,767 ▼	-42.1%	44,272	0.3%	ETF
ABBV AbbVie	$2,222,030	$376,835 ▲	20.4%	11,970	0.3%	Medical
GLW Corning	$2,155,364	$11,149 ▼	-0.5%	40,984	0.3%	Computer and Technology
MDLZ Mondelez International	$2,097,010	$34,867 ▼	-1.6%	31,094	0.3%	Consumer Staples
Abbott Laboratories	$2,000,450	$312,689 ▲	18.5%	14,708	0.3%	COM
OMC Omnicom Group	$1,986,754	$6,115 ▲	0.3%	27,616	0.3%	Business Services
ADP Automatic Data Processing	$1,944,981	$20,048 ▼	-1.0%	6,306	0.3%	Computer and Technology
SBUX Starbucks	$1,892,639	$436,714 ▼	-18.7%	20,655	0.3%	Retail/Wholesale
INTU Intuit	$1,885,586	$12,602 ▼	-0.7%	2,394	0.3%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$1,844,723	$48,608 ▲	2.7%	18,596	0.3%	Finance
HUBB Hubbell	$1,773,724		0.0%	4,343	0.3%	Industrials
VO Vanguard Mid-Cap ETF	$1,752,611	$263,605 ▼	-13.1%	6,263	0.3%	ETF
WM Waste Management	$1,690,072	$35,010 ▼	-2.0%	7,386	0.3%	Business Services
CHRW C.H. Robinson Worldwide	$1,687,485	$748,395 ▲	79.7%	5,982	0.3%	Transportation
KO CocaCola	$1,685,442	$16,910 ▼	-1.0%	23,822	0.3%	Consumer Staples
EFG iShares MSCI EAFE Growth ETF	$1,641,354	$101,367 ▲	6.6%	14,654	0.3%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,616,301	$94,768 ▼	-5.5%	20,040	0.2%	ETF
EMR Emerson Electric	$1,613,550	$63,870 ▼	-3.8%	12,101	0.2%	Industrials
MCO Moody's	$1,558,941	$5,016 ▼	-0.3%	3,108	0.2%	Finance
VIG Vanguard Dividend Appreciation ETF	$1,552,672	$235,582 ▼	-13.2%	7,586	0.2%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$1,535,807	$353,591 ▼	-18.7%	30,161	0.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$1,519,394	$123,708 ▼	-7.5%	19,111	0.2%	ETF
TTD Trade Desk	$1,504,734	$1,504,734 ▲	New Holding	20,902	0.2%	Computer and Technology
ETN Eaton	$1,482,238	$468,019 ▲	46.1%	4,152	0.2%	Industrials
BLK BlackRock	$1,473,627	$10,496 ▲	0.7%	1,404	0.2%	Finance
TJX TJX Companies	$1,467,925	$496,183 ▲	51.1%	11,887	0.2%	Retail/Wholesale
ISRG Intuitive Surgical	$1,465,576	$14,672 ▼	-1.0%	2,697	0.2%	Medical
BRK.A Berkshire Hathaway	$1,457,600		0.0%	2	0.2%	Finance
BANF BancFirst	$1,412,605		0.0%	11,427	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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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

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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