Ironwood Investment Management LLC Top Holdings and 13F Report (2025) About Ironwood Investment Management LLCInvestment ActivityIronwood Investment Management LLC has $183.38 million in total holdings as of March 31, 2025.Ironwood Investment Management LLC owns shares of 163 different stocks, but just 69 companies or ETFs make up 80% of its holdings.Approximately 2.61% of the portfolio was purchased this quarter.About 3.68% of the portfolio was sold this quarter.This quarter, Ironwood Investment Management LLC has purchased 169 new stocks and bought additional shares in 42 stocks.Ironwood Investment Management LLC sold shares of 70 stocks and completely divested from 11 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $12,296,891iShares MSCI EAFE ETF $8,825,287iShares Russell 2000 ETF $6,969,782Group 1 Automotive $5,605,880iShares Short Treasury Bond ETF $3,775,302 Largest New Holdings this Quarter 525327102 - Leidos $735,423 Holding22410J106 - Cracker Barrel Old Country Store $382,377 Holding00BLP1HW5 - Aon plc Class A $221,495 Holding030371108 - American Vanguard $66,761 Holding Largest Purchases this Quarter Goodyear Tire & Rubber 89,100 shares (about $823.28K)Leidos 5,450 shares (about $735.42K)Cracker Barrel Old Country Store 9,850 shares (about $382.38K)Pfizer 12,500 shares (about $316.75K)Pagaya Technologies Ltd. 28,630 shares (about $300.04K) Largest Sales this Quarter iShares Russell 2000 ETF 4,568 shares (about $911.27K)Group 1 Automotive 2,300 shares (about $878.48K)JPMorgan Chase & Co. 800 shares (about $196.24K)Beacon Roofing Supply 1,409 shares (about $174.29K)Barrett Business Services 2,276 shares (about $93.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIronwood Investment Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$12,296,891$4,672 ▲0.0%44,7426.7%ETFEFAiShares MSCI EAFE ETF$8,825,287$490 ▲0.0%107,9814.8%FinanceIWMiShares Russell 2000 ETF$6,969,782$911,270 ▼-11.6%34,9383.8%FinanceGPIGroup 1 Automotive$5,605,880$878,485 ▼-13.5%14,6773.1%Retail/WholesaleSHViShares Short Treasury Bond ETF$3,775,302$274,824 ▲7.9%34,1782.1%ETFSuper Micro Computer, Inc.$3,537,369$184,519 ▲5.5%103,3111.9%COMIWViShares Russell 3000 ETF$3,110,649$4,765 ▼-0.2%9,7931.7%ETFBBSIBarrett Business Services$3,105,467$93,657 ▼-2.9%75,4671.7%Business ServicesFRPTFreshpet$3,085,690$2,578 ▼-0.1%37,1011.7%Consumer StaplesCCitigroup$3,004,5100.0%42,3231.6%FinanceTPXTempur Sealy International$2,968,551$7,186 ▼-0.2%49,5751.6%Retail/WholesalePEGAPegasystems$2,866,310$21,760 ▼-0.8%41,2301.6%Computer and TechnologyBECNBeacon Roofing Supply$2,850,790$174,293 ▼-5.8%23,0461.6%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$2,602,812$950 ▲0.0%57,5081.4%ETFGFFGriffon$2,602,242$71,500 ▼-2.7%36,3951.4%Multi-Sector ConglomeratesKOPKoppers$2,405,6480.0%85,9161.3%Basic MaterialsCYTKCytokinetics$2,405,010$30,384 ▲1.3%59,8411.3%MedicalARWArrow Electronics$2,387,571$46,724 ▲2.0%22,9951.3%Computer and TechnologyMCKMcKesson$2,348,7350.0%3,4901.3%MedicalDYDycom Industries$2,256,917$3,047 ▲0.1%14,8151.2%ConstructionGMGeneral Motors$2,233,925$47,030 ▲2.2%47,5001.2%Auto/Tires/TrucksBBIOBridgeBio Pharma$2,229,834$46,497 ▲2.1%64,5021.2%MedicalPIImpinj$2,158,569$15,872 ▲0.7%23,7991.2%Computer and TechnologyMYRGMYR Group$2,089,338$34,040 ▼-1.6%18,4751.1%UtilitiesFidelity Total Market Index Fu$1,966,9100.0%12,8211.1%Mutual Fund USCSCOCisco Systems$1,838,7190.0%29,7961.0%Computer and TechnologyWSMWilliams-Sonoma$1,805,028$81,105 ▲4.7%11,4171.0%Retail/WholesaleMRCYMercury Systems$1,760,830$5,602 ▼-0.3%40,8641.0%AerospacePGRProgressive$1,694,947$11,320 ▼-0.7%5,9890.9%FinanceTHGThe Hanover Insurance Group$1,683,314$4,523 ▼-0.3%9,6770.9%FinanceUFPIUFP Industries$1,671,216$6,636 ▼-0.4%15,6130.9%ConstructionADPAutomatic Data Processing$1,656,889$4,583 ▼-0.3%5,4230.9%Business ServicesACIWACI Worldwide$1,646,114$3,447 ▼-0.2%30,0880.9%Computer and TechnologyGTGoodyear Tire & Rubber$1,635,480$823,284 ▲101.4%177,0000.9%Auto/Tires/TrucksIBMInternational Business Machines$1,622,5060.0%6,5250.9%Computer and TechnologySPSCSPS Commerce$1,597,538$18,980 ▲1.2%12,0360.9%Business ServicesWTSWatts Water Technologies$1,555,706$6,933 ▼-0.4%7,6290.8%Computer and TechnologyMSFTMicrosoft$1,529,860$3,379 ▼-0.2%4,0750.8%Computer and TechnologyVICRVicor$1,521,426$187 ▲0.0%32,5230.8%Computer and TechnologyZTSZoetis$1,438,712$63,226 ▲4.6%8,7380.8%MedicalTDYTeledyne Technologies$1,428,428$2,986 ▼-0.2%2,8700.8%AerospaceEXTRExtreme Networks$1,421,312$4,101 ▼-0.3%107,4310.8%Computer and TechnologyNVONovo Nordisk A/S$1,379,148$3,541 ▼-0.3%19,8610.8%MedicalDARDarling Ingredients$1,375,185$64,448 ▲4.9%44,0200.7%Consumer StaplesCRMSalesforce$1,371,0510.0%5,1090.7%Computer and TechnologyPFEPfizer$1,302,223$316,750 ▲32.1%51,3900.7%MedicalCBTCabot$1,296,402$2,910 ▼-0.2%15,5930.7%Basic MaterialsOTISOtis Worldwide$1,287,007$3,302 ▼-0.3%12,4710.7%ConstructionZSZscaler$1,235,363$4,564 ▼-0.4%6,2260.7%Computer and TechnologyVVisa$1,230,115$5,257 ▼-0.4%3,5100.7%Business ServicesPNFPPinnacle Financial Partners$1,201,1150.0%11,3270.7%FinanceSGOViShares 0-3 Month Treasury Bond ETF$1,198,4760.0%11,9050.7%ETFFNVFranco-Nevada$1,192,257$40,966 ▲3.6%7,5670.7%Basic MaterialsFASTFastenal$1,190,237$3,102 ▼-0.3%15,3480.6%Retail/WholesaleBDCBelden$1,178,0380.0%11,7510.6%IndustrialsTPCTutor Perini$1,127,800$46 ▲0.0%48,6540.6%ConstructionCHDChurch & Dwight$1,048,717$2,642 ▼-0.3%9,5260.6%Consumer StaplesSMSM Energy$1,023,9900.0%34,1900.6%EnergyBHRBraemar Hotels & Resorts$1,002,0860.0%402,4440.5%FinanceMKCMcCormick & Company, Incorporated$985,991$36,134 ▲3.8%11,9790.5%Consumer StaplesNCR Atleos Corp.$968,6740.0%36,7200.5%COMEVLVEvolv Technologies$964,470$10,050 ▲1.1%309,1250.5%Computer and TechnologyAUPHAurinia Pharmaceuticals$945,858$187,605 ▲24.7%117,6440.5%MedicalZeta Global Holdings Corp.$927,179$3,173 ▲0.3%68,3760.5%COMSHOOSteven Madden$919,560$12,894 ▼-1.4%34,5180.5%Consumer DiscretionaryORIOld Republic International$918,925$2,157 ▼-0.2%23,4300.5%FinanceCADECadence Bank$910,496$5,465 ▼-0.6%29,9900.5%FinanceSPGIS&P Global$897,305$2,032 ▼-0.2%1,7660.5%Business ServicesNCRNCR$881,5950.0%90,4200.5%Computer and TechnologyFITBFifth Third Bancorp$878,0020.0%22,3980.5%FinanceKSSKohl's$865,444$47,444 ▲5.8%105,8000.5%Retail/WholesaleGOOGLAlphabet$861,499$2,165 ▼-0.3%5,5710.5%Computer and TechnologyAEMAgnico Eagle Mines$850,802$2,060 ▼-0.2%7,8480.5%Basic MaterialsCOHRCoherent$836,687$3,442 ▼-0.4%12,8840.5%Business ServicesICEIntercontinental Exchange$823,687$1,035 ▼-0.1%4,7750.4%FinanceTPHTri Pointe Homes$814,407$3,894 ▼-0.5%25,5140.4%ConstructionNRNewpark Resources$809,176$46,637 ▼-5.4%139,2730.4%EnergyJPMJPMorgan Chase & Co.$773,676$196,240 ▼-20.2%3,1540.4%FinanceDHRDanaher$773,260$1,435 ▼-0.2%3,7720.4%MedicalATROAstronics$758,503$94,360 ▲14.2%31,3820.4%AerospaceLDOSLeidos$735,423$735,423 ▲New Holding5,4500.4%AerospaceTTMITTM Technologies$729,089$2,892 ▼-0.4%35,5480.4%Computer and TechnologyDNLIDenali Therapeutics$670,301$173,458 ▲34.9%49,3050.4%MedicalBHLBBerkshire Hills Bancorp$670,069$252,134 ▲60.3%25,6830.4%FinancePagaya Technologies Ltd.$625,384$300,043 ▲92.2%59,6740.3%COMTCBKTriCo Bancshares$622,733$3,597 ▼-0.6%15,5800.3%FinanceCVGICommercial Vehicle Group$614,721$11,730 ▲1.9%534,5400.3%Auto/Tires/TrucksSTKLSunOpta$611,223$34,569 ▼-5.4%125,7660.3%Consumer StaplesWPMWheaton Precious Metals$591,385$1,785 ▼-0.3%7,6180.3%Basic MaterialsENOVEnovis$569,443$28,581 ▲5.3%14,9030.3%MedicalAPAMArtisan Partners Asset Management$545,640$2,190 ▼-0.4%13,9550.3%FinanceVanguard Developed Markets Ind$532,858$2,451 ▲0.5%32,6110.3%Mutual Fund USTNCTennant$528,025$2,871 ▲0.5%6,6210.3%IndustrialsGEGE Aerospace$521,7970.0%2,6070.3%IndustrialsGSThe Goldman Sachs Group$512,9660.0%9390.3%FinanceLXULSB Industries$505,473$11,275 ▼-2.2%76,7030.3%Multi-Sector ConglomeratesBANCBanc of California$487,554$2,171 ▼-0.4%34,3590.3%FinanceQRVOQorvo$481,3820.0%6,6480.3%Computer and TechnologyWSFSWSFS Financial$480,8350.0%9,2700.3%FinancePBIPitney Bowes$475,9390.0%52,5900.3%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits 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 to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google 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.
