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Ironwood Investment Management LLC Top Holdings and 13F Report (2026)

About Ironwood Investment Management LLC

Investment Activity

  • Ironwood Investment Management LLC has $239.81 million in total holdings as of March 31, 2026.
  • Ironwood Investment Management LLC owns shares of 179 different stocks, but just 75 companies or ETFs make up 80% of its holdings.
  • Approximately 6.15% of the portfolio was purchased this quarter.
  • About 5.21% of the portfolio was sold this quarter.
  • This quarter, Ironwood Investment Management LLC has purchased 172 new stocks and bought additional shares in 36 stocks.
  • Ironwood Investment Management LLC sold shares of 96 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

MYR Group
$4,995,088
Vicor
$4,973,129

Largest New Holdings this Quarter

G1827P106 - Cantor Equity Partners II Inc.
$1,476,804 Holding
446150104 - Huntington Bancshares
$1,096,721 Holding
22160K105 - Costco Wholesale
$915,719 Holding
38267D109 - Goosehead Insurance
$871,629 Holding
46429B523 - iShares MSCI Denmark ETF
$464,697 Holding

Largest Purchases this Quarter

Cantor Equity Partners II Inc.
135,611 shares (about $1.48M)
Vanguard Total Stock Market ETF
3,511 shares (about $1.13M)
Huntington Bancshares
70,078 shares (about $1.10M)
Schwab Emerging Markets Equity ETF
31,270 shares (about $1.03M)
Costco Wholesale
919 shares (about $915.72K)

Largest Sales this Quarter

iShares Russell 2000 ETF
18,228 shares (about $4.52M)
Koppers
18,000 shares (about $696.24K)
Arrow Electronics
2,600 shares (about $372.87K)
Westgold Resources Ltd.
79,165 shares (about $319.35K)
HudBay Minerals
15,103 shares (about $315.65K)

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
$17,381,807$1,126,364 â–²6.9%54,1817.2%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$12,194,380$407,460 â–²3.5%125,5475.1%Finance
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$7,132,960$187,553 â–²2.7%64,6163.0%ETF
MYR Group, Inc. stock logo
MYRG
MYR Group
$4,995,088$63,804 â–¼-1.3%17,6932.1%Utilities
Vicor Corporation stock logo
VICR
Vicor
$4,973,129$43,309 â–¼-0.9%30,8892.1%Computer and Technology
Group 1 Automotive, Inc. stock logo
GPI
Group 1 Automotive
$4,836,125$99,189 â–¼-2.0%14,6272.0%Retail/Wholesale
Dycom Industries, Inc. stock logo
DY
Dycom Industries
$4,808,533$59,971 â–¼-1.2%14,1922.0%Construction
BridgeBio Pharma, Inc. stock logo
BBIO
BridgeBio Pharma
$4,526,890$61,933 â–¼-1.3%60,9601.9%Medical
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$4,182,012$194,236 â–²4.9%11,2821.7%ETF
Citigroup Inc. stock logo
C
Citigroup
$4,033,086$454 â–¼0.0%35,5621.7%Financial Services
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$3,739,602$32,362 â–¼-0.9%56,7381.6%Medical
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,707,289$111,397 â–²3.1%68,5901.5%ETF
Somnigroup International Inc.
$3,472,392$47,752 â–¼-1.4%46,9751.4%COM
Pegasystems Inc. stock logo
PEGA
Pegasystems
$3,335,214$43,496 â–¼-1.3%78,3651.4%Computer and Technology
TTM Technologies, Inc. stock logo
TTMI
TTM Technologies
$3,177,548$132,978 â–¼-4.0%32,6171.3%Computer and Technology
General Motors Company stock logo
GM
General Motors
$3,166,250$223,500 â–¼-6.6%42,5001.3%Auto/Tires/Trucks
Tutor Perini Corporation stock logo
TPC
Tutor Perini
$3,103,964$35,739 â–¼-1.1%40,2121.3%Construction
SM Energy Company stock logo
SM
SM Energy
$2,974,260$477,054 â–²19.1%95,3901.2%Energy
Coherent Corp. stock logo
COHR
Coherent
$2,901,874$30,967 â–¼-1.1%12,1821.2%Business Services
McKesson Corporation stock logo
MCK
McKesson
$2,860,015$10,384 â–¼-0.4%3,3051.2%Medical
Arrow Electronics, Inc. stock logo
ARW
Arrow Electronics
$2,767,096$372,866 â–¼-11.9%19,2951.2%Computer and Technology
Mercury Systems Inc stock logo
MRCY
Mercury Systems
$2,747,103$125,114 â–¼-4.4%37,6781.1%Aerospace
Darling Ingredients Inc. stock logo
DAR
Darling Ingredients
$2,626,460$6,371 â–¼-0.2%42,4651.1%Consumer Staples
ASML Holding N.V. stock logo
ASML
ASML
$2,605,998$483,424 â–²22.8%1,9731.1%Computer and Technology
Griffon Corporation stock logo
GFF
Griffon
$2,518,144$127,045 â–¼-4.8%34,6471.1%Multi-Sector Conglomerates
Extreme Networks, Inc. stock logo
EXTR
Extreme Networks
$2,433,339$875,364 â–²56.2%161,3621.0%Computer and Technology
Super Micro Computer, Inc.
$2,375,321$12,820 â–¼-0.5%104,3181.0%COM
Impinj, Inc. stock logo
PI
Impinj
$2,332,317$621,951 â–²36.4%22,7101.0%Computer and Technology
Fidelity Total Market Index Fu
$2,323,8350.0%12,9531.0%COM
Koppers Holdings Inc. stock logo
KOP
Koppers
$2,298,211$696,240 â–¼-23.3%59,4161.0%Basic Materials
Franco-Nevada Corporation stock logo
FNV
Franco-Nevada
$2,298,059$121,549 â–²5.6%9,3021.0%Basic Materials
Barrett Business Services, Inc. stock logo
BBSI
Barrett Business Services
$2,173,589$10,009 â–¼-0.5%74,4890.9%Business Services
Commercial Vehicle Group, Inc. stock logo
CVGI
Commercial Vehicle Group
$2,172,3060.0%637,0400.9%Auto/Tires/Trucks
Watts Water Technologies, Inc. stock logo
WTS
Watts Water Technologies
$2,092,701$22,933 â–¼-1.1%7,2090.9%Computer and Technology
Freshpet, Inc. stock logo
FRPT
Freshpet
$2,075,805$6,132 â–²0.3%35,2070.9%Consumer Staples
NPK International, Inc.
$2,037,526$18,576 â–¼-0.9%140,6160.8%COM
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$1,992,138$8,934 â–²0.5%10,9260.8%Retail/Wholesale
Astronics Corporation stock logo
ATRO
Astronics
$1,962,329$25,758 â–¼-1.3%29,4070.8%Aerospace
Pfizer Inc. stock logo
PFE
Pfizer
$1,822,111$272,376 â–²17.6%64,8900.8%Medical
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,796,512$4,520,544 â–¼-71.6%7,2440.7%Finance
Evolv Technologies Holdings, Inc. stock logo
EVLV
Evolv Technologies
$1,756,847$30,552 â–¼-1.7%290,3880.7%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,722,498$7,526 â–¼-0.4%22,2000.7%Computer and Technology
Teledyne Technologies Incorporated stock logo
TDY
Teledyne Technologies
$1,677,088$78,046 â–¼-4.4%2,7720.7%Aerospace
Aurinia Pharmaceuticals Inc stock logo
AUPH
Aurinia Pharmaceuticals
$1,675,638$23,030 â–¼-1.4%113,0660.7%Medical
The Hanover Insurance Group, Inc. stock logo
THG
The Hanover Insurance Group
$1,601,234$13,521 â–¼-0.8%9,2370.7%Finance
The Goodyear Tire & Rubber Company stock logo
GT
Goodyear Tire & Rubber
$1,591,200$53,040 â–²3.4%240,0000.7%Auto/Tires/Trucks
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,551,099$68,727 â–¼-4.2%5,3940.6%Computer and Technology
Cantor Equity Partners II Inc.
$1,476,804$1,476,804 â–²New Holding135,6110.6%COM
Microsoft Corporation stock logo
MSFT
Microsoft
$1,468,093$53,675 â–¼-3.5%3,9660.6%Computer and Technology
Kohl's Corporation stock logo
KSS
Kohl's
$1,455,120$25,800 â–²1.8%112,8000.6%Retail/Wholesale
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,440,765$29,087 â–²2.1%5,9440.6%Computer and Technology
Steven Madden, Ltd. stock logo
SHOO
Steven Madden
$1,413,650$15,128 â–¼-1.1%41,6760.6%Consumer Discretionary
Fastenal Company stock logo
FAST
Fastenal
$1,374,878$65,331 â–¼-4.5%29,6310.6%Retail/Wholesale
UFP Industries, Inc. stock logo
UFPI
UFP Industries
$1,356,467$2,303 â–²0.2%14,7250.6%Construction
Cabot Corporation stock logo
CBT
Cabot
$1,353,019$13,932 â–¼-1.0%17,9660.6%Basic Materials
Belden Inc stock logo
BDC
Belden
$1,349,3670.0%11,7510.6%Industrials
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$1,300,536$1,030,346 â–²381.3%39,4700.5%ETF
Lsb Industries Inc. stock logo
LXU
Lsb Industries
$1,269,838$52,999 â–²4.4%85,2240.5%Basic Materials
NCR Atleos Corp.
$1,216,2310.0%27,9080.5%COM
Berkshire Hills Bancorp, Inc. stock logo
BHLB
Berkshire Hills Bancorp
$1,209,810$475,170 â–²64.7%40,3270.5%Finance
ACI Worldwide, Inc. stock logo
ACIW
ACI Worldwide
$1,171,369$18,085 â–¼-1.5%28,5630.5%Computer and Technology
Onto Innovation Inc. stock logo
ONTO
Onto Innovation
$1,166,438$13,124 â–¼-1.1%5,6880.5%Computer and Technology
The Progressive Corporation stock logo
PGR
Progressive
$1,129,770$11,696 â–¼-1.0%5,6990.5%Finance
Tri Pointe Homes Inc. stock logo
TPH
Tri Pointe Homes
$1,120,352$11,028 â–¼-1.0%23,9750.5%Construction
Pagaya Technologies Ltd.
$1,098,723$405,513 â–²58.5%94,3110.5%COM
Huntington Bancshares Incorporated stock logo
HBAN
Huntington Bancshares
$1,096,721$1,096,721 â–²New Holding70,0780.5%Finance
Kornit Digital Ltd. stock logo
KRNT
Kornit Digital
$1,079,782$9,060 â–¼-0.8%73,6550.5%Industrials
Carriage Services, Inc. stock logo
CSV
Carriage Services
$1,071,5490.0%23,4680.4%Consumer Staples
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,063,647$50,592 â–¼-4.5%5,2350.4%Computer and Technology
Avidia Bancorp
$1,055,000$10,838 â–¼-1.0%53,6350.4%COM
Visa Inc. stock logo
V
Visa
$1,025,198$48,358 â–¼-4.5%3,3920.4%Business Services
Zeta Global Holdings Corp.
$1,021,698$15,426 â–¼-1.5%64,1770.4%COM
BRAEMAR HOTELS & RESORTS INC. stock logo
BHR
BRAEMAR HOTELS & RESORTS
$1,018,2080.0%431,4440.4%Finance
Denali Therapeutics Inc. stock logo
DNLI
Denali Therapeutics
$999,590$21,677 â–²2.2%52,0620.4%Medical
Zoetis Inc. stock logo
ZTS
Zoetis
$976,296$45,393 â–¼-4.4%8,2590.4%Medical
Pinnacle Financial Partners, I
$975,7080.0%11,3270.4%COM
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$966,330$45,723 â–¼-4.5%7,3760.4%Basic Materials
Anika Therapeutics Inc. stock logo
ANIK
Anika Therapeutics
$950,721$623 â–¼-0.1%65,5670.4%Medical
Danaher Corporation stock logo
DHR
Danaher
$934,159$45,504 â–¼-4.6%4,9270.4%Medical
Salesforce Inc. stock logo
CRM
Salesforce
$932,230$560 â–¼-0.1%4,9940.4%Computer and Technology
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$928,197$43,859 â–¼-4.5%12,0420.4%Industrials
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$927,7810.0%3,1540.4%Finance
Kopin Corporation stock logo
KOPN
Kopin
$926,017$14,029 â–¼-1.5%411,5630.4%Computer and Technology
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$919,773$44,510 â–¼-4.6%5,8480.4%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$915,719$915,719 â–²New Holding9190.4%Retail/Wholesale
Old Republic International Corporation stock logo
ORI
Old Republic International
$887,695$8,379 â–¼-0.9%22,2480.4%Finance
Goosehead Insurance stock logo
GSHD
Goosehead Insurance
$871,629$871,629 â–²New Holding20,4320.4%Finance
S&P Global Inc. stock logo
SPGI
S&P Global
$871,522$42,959 â–¼-4.7%2,0490.4%Finance
Zscaler, Inc. stock logo
ZS
Zscaler
$813,121$23,288 â–¼-2.8%5,7960.3%Computer and Technology
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$808,3110.0%17,3980.3%Finance
SunOpta, Inc. stock logo
STKL
SunOpta
$798,569$13,005 â–²1.7%123,2360.3%Consumer Staples
Callaway Golf Co.
$787,676$3,637 â–¼-0.5%56,7490.3%COM
Porch Group, Inc. stock logo
PRCH
Porch Group
$773,578$417,444 â–²117.2%107,8910.3%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$752,085$42,299 â–¼-5.3%8890.3%Finance
Babcock stock logo
BW
Babcock
$732,399$8,476 â–¼-1.1%49,8570.3%Computer and Technology
GE Aerospace stock logo
GE
GE Aerospace
$715,957$851 â–¼-0.1%2,5230.3%Aerospace
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$705,416$33,369 â–¼-4.5%19,1950.3%Medical
TriCo Bancshares stock logo
TCBK
TriCo Bancshares
$694,607$8,747 â–¼-1.2%14,6110.3%Finance
Vanguard Developed Markets Ind
$690,602$1,191 â–²0.2%33,6390.3%COM
Compass Minerals International, Inc. stock logo
CMP
Compass Minerals International
$674,441$2,942 â–¼-0.4%28,8840.3%Basic Materials

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