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

About Ironwood Investment Management LLC

Investment Activity

  • Ironwood Investment Management LLC has $205.51 million in total holdings as of June 30, 2025.
  • Ironwood Investment Management LLC owns shares of 167 different stocks, but just 71 companies or ETFs make up 80% of its holdings.
  • Approximately 5.03% of the portfolio was purchased this quarter.
  • About 4.32% of the portfolio was sold this quarter.
  • This quarter, Ironwood Investment Management LLC has purchased 163 new stocks and bought additional shares in 53 stocks.
  • Ironwood Investment Management LLC sold shares of 69 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Super Micro Computer, Inc.
$4,970,251

Largest New Holdings this Quarter

04523Y105 - Aspen Aerogels
$735,998 Holding
922042874 - Vanguard FTSE Europe ETF
$692,927 Holding
N07059210 - ASML
$618,673 Holding
683344105 - Onto Innovation
$586,504 Holding
896215209 - TriMas
$542,102 Holding

Largest Purchases this Quarter

Pegasystems
38,868 shares (about $2.10M)
Aspen Aerogels
124,324 shares (about $736.00K)
Vanguard FTSE Europe ETF
8,941 shares (about $692.93K)
Fastenal
15,686 shares (about $658.81K)
ASML
772 shares (about $618.67K)

Largest Sales this Quarter

iShares Russell 2000 ETF
2,552 shares (about $550.70K)
iShares 0-3 Month Treasury Bond ETF
5,200 shares (about $523.59K)
Pitney Bowes
31,411 shares (about $342.69K)
Tutor Perini
5,652 shares (about $264.40K)
Koppers
3,500 shares (about $112.52K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIronwood Investment Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$14,009,349$410,913 3.0%46,0946.8%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$9,890,110$237,688 2.5%110,6404.8%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$6,988,575$550,696 -7.3%32,3863.4%Finance
Group 1 Automotive, Inc. stock logo
GPI
Group 1 Automotive
$6,300,415$109,177 -1.7%14,4273.1%Retail/Wholesale
Super Micro Computer, Inc.
$4,970,251$93,021 -1.8%101,4132.4%COM
Pegasystems Inc. stock logo
PEGA
Pegasystems
$4,335,705$2,103,925 94.3%80,0982.1%Computer and Technology
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$3,933,381$159,446 4.2%35,6221.9%ETF
Citigroup Inc. stock logo
C
Citigroup
$3,597,682$4,852 -0.1%42,2661.8%Financial Services
Dycom Industries, Inc. stock logo
DY
Dycom Industries
$3,542,922$77,716 -2.1%14,4971.7%Construction
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$3,503,682$66,339 1.9%9,9821.7%ETF
MYR Group, Inc. stock logo
MYRG
MYR Group
$3,299,305$52,983 -1.6%18,1831.6%Utilities
Tempur Sealy International, Inc. stock logo
TPX
Tempur Sealy International
$3,273,273$100,306 -3.0%48,1011.6%Retail/Wholesale
Barrett Business Services, Inc. stock logo
BBSI
Barrett Business Services
$3,125,291$20,928 -0.7%74,9651.5%Business Services
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$2,992,924$148,578 5.2%60,5121.5%ETF
Arrow Electronics, Inc. stock logo
ARW
Arrow Electronics
$2,930,2530.0%22,9951.4%Computer and Technology
BridgeBio Pharma, Inc. stock logo
BBIO
BridgeBio Pharma
$2,696,418$88,778 -3.2%62,4461.3%Medical
Koppers Holdings Inc. stock logo
KOP
Koppers
$2,649,674$112,525 -4.1%82,4161.3%Basic Materials
Griffon Corporation stock logo
GFF
Griffon
$2,633,9060.0%36,3951.3%Multi-Sector Conglomerates
Impinj, Inc. stock logo
PI
Impinj
$2,560,719$82,636 -3.1%23,0551.2%Computer and Technology
McKesson Corporation stock logo
MCK
McKesson
$2,509,771$47,631 -1.9%3,4251.2%Medical
Freshpet, Inc. stock logo
FRPT
Freshpet
$2,417,133$104,251 -4.1%35,5671.2%Consumer Staples
General Motors Company stock logo
GM
General Motors
$2,337,4750.0%47,5001.1%Auto/Tires/Trucks
Fidelity Total Market Index Fu
$2,185,075$1,703 0.1%12,8311.1%OTH
Mercury Systems Inc stock logo
MRCY
Mercury Systems
$2,136,626$64,309 -2.9%39,6701.0%Aerospace
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,067,303$69 0.0%29,7971.0%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$2,045,635$18,900 0.9%4,1131.0%Computer and Technology
Tutor Perini Corporation stock logo
TPC
Tutor Perini
$2,011,634$264,401 -11.6%43,0021.0%Construction
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$1,900,329$76,818 -3.9%57,5160.9%Medical
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,895,140$28,299 -1.5%6,4290.9%Computer and Technology
Zscaler, Inc. stock logo
ZS
Zscaler
$1,886,465$68,125 -3.5%6,0090.9%Computer and Technology
Extreme Networks, Inc. stock logo
EXTR
Extreme Networks
$1,867,949$60,438 -3.1%104,0640.9%Computer and Technology
Evolv Technologies Holdings, Inc. stock logo
EVLV
Evolv Technologies
$1,858,497$70,443 -3.7%297,8360.9%Computer and Technology
The Goodyear Tire & Rubber Company stock logo
GT
Goodyear Tire & Rubber
$1,835,4900.0%177,0000.9%Auto/Tires/Trucks
Watts Water Technologies, Inc. stock logo
WTS
Watts Water Technologies
$1,812,701$63,194 -3.4%7,3720.9%Computer and Technology
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$1,795,600$69,596 -3.7%10,9910.9%Retail/Wholesale
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,691,574$19,121 1.1%5,4850.8%Computer and Technology
Darling Ingredients Inc. stock logo
DAR
Darling Ingredients
$1,636,656$33,463 -2.0%43,1380.8%Consumer Staples
The Hanover Insurance Group, Inc. stock logo
THG
The Hanover Insurance Group
$1,596,778$47,054 -2.9%9,4000.8%Finance
SPS Commerce, Inc. stock logo
SPSC
SPS Commerce
$1,582,455$55,525 -3.4%11,6280.8%Business Services
The Progressive Corporation stock logo
PGR
Progressive
$1,553,926$44,299 -2.8%5,8230.8%Finance
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,487,519$116,713 8.5%21,5520.7%Medical
Teledyne Technologies Incorporated stock logo
TDY
Teledyne Technologies
$1,486,724$16,394 1.1%2,9020.7%Aerospace
UFP Industries, Inc. stock logo
UFPI
UFP Industries
$1,484,836$66,472 -4.3%14,9440.7%Construction
Zoetis Inc. stock logo
ZTS
Zoetis
$1,464,526$101,835 7.5%9,3910.7%Medical
Vicor Corporation stock logo
VICR
Vicor
$1,425,892$49,352 -3.3%31,4350.7%Computer and Technology
TTM Technologies, Inc. stock logo
TTMI
TTM Technologies
$1,403,065$48,004 -3.3%34,3720.7%Computer and Technology
Cabot Corporation stock logo
CBT
Cabot
$1,371,675$202,200 17.3%18,2890.7%Basic Materials
Salesforce Inc. stock logo
CRM
Salesforce
$1,362,632$30,541 -2.2%4,9970.7%Computer and Technology
Franco-Nevada Corporation stock logo
FNV
Franco-Nevada
$1,362,503$122,120 9.8%8,3120.7%Basic Materials
Belden Inc stock logo
BDC
Belden
$1,360,7660.0%11,7510.7%Industrials
ACI Worldwide, Inc. stock logo
ACIW
ACI Worldwide
$1,340,802$40,539 -2.9%29,2050.7%Computer and Technology
Fastenal Company stock logo
FAST
Fastenal
$1,303,428$658,812 102.2%31,0340.6%Retail/Wholesale
Pagaya Technologies Ltd.
$1,281,268$9,018 0.7%60,0970.6%COM
Visa Inc. stock logo
V
Visa
$1,261,138$14,912 1.2%3,5520.6%Business Services
Pinnacle Financial Partners, Inc. stock logo
PNFP
Pinnacle Financial Partners
$1,250,6140.0%11,3270.6%Finance
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$1,248,543$13,665 1.1%12,6090.6%Industrials
Pfizer Inc. stock logo
PFE
Pfizer
$1,245,6940.0%51,3900.6%Medical
Newpark Resources, Inc. stock logo
NR
Newpark Resources
$1,218,623$33,410 2.8%143,1990.6%Energy
Coherent Corp. stock logo
COHR
Coherent
$1,108,345$41,037 -3.6%12,4240.5%Business Services
NCR Co. stock logo
NCR
NCR
$1,060,6270.0%90,4200.5%Computer and Technology
NCR Atleos Corp.
$1,047,6220.0%36,7200.5%COM
Zeta Global Holdings Corp.
$1,021,751$37,393 -3.5%65,9620.5%COM
Steven Madden, Ltd. stock logo
SHOO
Steven Madden
$1,020,061$192,320 23.2%42,5380.5%Consumer Discretionary
Astronics Corporation stock logo
ATRO
Astronics
$1,009,958$40,712 -3.9%30,1660.5%Aerospace
Alphabet Inc. stock logo
GOOGL
Alphabet
$992,527$10,750 1.1%5,6320.5%Computer and Technology
Commercial Vehicle Group, Inc. stock logo
CVGI
Commercial Vehicle Group
$988,596$101,260 11.4%595,5400.5%Auto/Tires/Trucks
BRAEMAR HOTELS & RESORTS INC. stock logo
BHR
BRAEMAR HOTELS & RESORTS
$985,9880.0%402,4440.5%Finance
Aurinia Pharmaceuticals Inc stock logo
AUPH
Aurinia Pharmaceuticals
$981,377$15,068 -1.5%115,8650.5%Medical
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$943,115$9,752 1.0%7,9300.5%Basic Materials
S&P Global Inc. stock logo
SPGI
S&P Global
$940,685$9,491 1.0%1,7840.5%Finance
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$924,867$9,323 1.0%9,6230.5%Consumer Staples
Cadence Bank stock logo
CADE
Cadence Bank
$923,774$35,306 -3.7%28,8860.4%Finance
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$921,2300.0%22,3980.4%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$914,3760.0%3,1540.4%Finance
Kohl's Corporation stock logo
KSS
Kohl's
$897,1840.0%105,8000.4%Retail/Wholesale
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$886,711$10,641 1.2%4,8330.4%Finance
Old Republic International Corporation stock logo
ORI
Old Republic International
$870,743$29,906 -3.3%22,6520.4%Finance
Leidos Holdings, Inc. stock logo
LDOS
Leidos
$859,7920.0%5,4500.4%Computer and Technology
SM Energy Company stock logo
SM
SM Energy
$844,8350.0%34,1900.4%Energy
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$808,620$99,627 -11.0%10,6650.4%Consumer Staples
Tri Pointe Homes Inc. stock logo
TPH
Tri Pointe Homes
$781,497$33,675 -4.1%24,4600.4%Construction
Danaher Corporation stock logo
DHR
Danaher
$753,615$8,494 1.1%3,8150.4%Medical
indie Semiconductor, Inc. stock logo
INDI
indie Semiconductor
$753,292$31,784 4.4%211,5990.4%Computer and Technology
SunOpta, Inc. stock logo
STKL
SunOpta
$745,300$15,857 2.2%128,5000.4%Consumer Staples
Denali Therapeutics Inc. stock logo
DNLI
Denali Therapeutics
$744,436$54,659 7.9%53,2120.4%Medical
Aspen Aerogels, Inc. stock logo
ASPN
Aspen Aerogels
$735,998$735,998 New Holding124,3240.4%Construction
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$693,436$9,339 1.4%7,7220.3%Basic Materials
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$692,927$692,927 New Holding8,9410.3%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$675,126$523,588 -43.7%6,7050.3%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$664,5770.0%9390.3%Finance
GE Aerospace stock logo
GE
GE Aerospace
$650,174$20,849 -3.1%2,5260.3%Aerospace
Lsb Industries Inc. stock logo
LXU
Lsb Industries
$642,915$44,632 7.5%82,4250.3%Basic Materials
Berkshire Hills Bancorp, Inc. stock logo
BHLB
Berkshire Hills Bancorp
$619,540$23,563 -3.7%24,7420.3%Finance
ASML Holding N.V. stock logo
ASML
ASML
$618,673$618,673 New Holding7720.3%Computer and Technology
TriCo Bancshares stock logo
TCBK
TriCo Bancshares
$605,042$25,792 -4.1%14,9430.3%Finance
Vanguard Developed Markets Ind
$602,517$4,766 0.8%32,8710.3%OTH
Cracker Barrel Old Country Store, Inc. stock logo
CBRL
Cracker Barrel Old Country Store
$601,6380.0%9,8500.3%Retail/Wholesale
Artisan Partners Asset Management Inc. stock logo
APAM
Artisan Partners Asset Management
$595,175$23,451 -3.8%13,4260.3%Finance
Compass Minerals International, Inc. stock logo
CMP
Compass Minerals International
$592,555$35,137 6.3%29,4950.3%Basic Materials
Onto Innovation Inc. stock logo
ONTO
Onto Innovation
$586,504$586,504 New Holding5,8110.3%Computer and Technology

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