Ironwood Investment Management LLC Top Holdings and 13F Report (2026) About Ironwood Investment Management LLCInvestment ActivityIronwood 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 Vanguard Total Stock Market ETF $17,381,807iShares MSCI EAFE ETF $12,194,380iShares Short Treasury Bond ETF $7,132,960MYR Group $4,995,088Vicor $4,973,129 Largest New Holdings this Quarter G1827P106 - Cantor Equity Partners II Inc. $1,476,804 Holding446150104 - Huntington Bancshares $1,096,721 Holding22160K105 - Costco Wholesale $915,719 Holding38267D109 - Goosehead Insurance $871,629 Holding46429B523 - 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 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$17,381,807$1,126,364 â–²6.9%54,1817.2%ETFEFAiShares MSCI EAFE ETF$12,194,380$407,460 â–²3.5%125,5475.1%FinanceSHViShares Short Treasury Bond ETF$7,132,960$187,553 â–²2.7%64,6163.0%ETFMYRGMYR Group$4,995,088$63,804 â–¼-1.3%17,6932.1%UtilitiesVICRVicor$4,973,129$43,309 â–¼-0.9%30,8892.1%Computer and TechnologyGPIGroup 1 Automotive$4,836,125$99,189 â–¼-2.0%14,6272.0%Retail/WholesaleDYDycom Industries$4,808,533$59,971 â–¼-1.2%14,1922.0%ConstructionBBIOBridgeBio Pharma$4,526,890$61,933 â–¼-1.3%60,9601.9%MedicalIWViShares Russell 3000 ETF$4,182,012$194,236 â–²4.9%11,2821.7%ETFCCitigroup$4,033,086$454 â–¼0.0%35,5621.7%Financial ServicesCYTKCytokinetics$3,739,602$32,362 â–¼-0.9%56,7381.6%MedicalVWOVanguard FTSE Emerging Markets ETF$3,707,289$111,397 â–²3.1%68,5901.5%ETFSomnigroup International Inc.$3,472,392$47,752 â–¼-1.4%46,9751.4%COMPEGAPegasystems$3,335,214$43,496 â–¼-1.3%78,3651.4%Computer and TechnologyTTMITTM Technologies$3,177,548$132,978 â–¼-4.0%32,6171.3%Computer and TechnologyGMGeneral Motors$3,166,250$223,500 â–¼-6.6%42,5001.3%Auto/Tires/TrucksTPCTutor Perini$3,103,964$35,739 â–¼-1.1%40,2121.3%ConstructionSMSM Energy$2,974,260$477,054 â–²19.1%95,3901.2%EnergyCOHRCoherent$2,901,874$30,967 â–¼-1.1%12,1821.2%Business ServicesMCKMcKesson$2,860,015$10,384 â–¼-0.4%3,3051.2%MedicalARWArrow Electronics$2,767,096$372,866 â–¼-11.9%19,2951.2%Computer and TechnologyMRCYMercury Systems$2,747,103$125,114 â–¼-4.4%37,6781.1%AerospaceDARDarling Ingredients$2,626,460$6,371 â–¼-0.2%42,4651.1%Consumer StaplesASMLASML$2,605,998$483,424 â–²22.8%1,9731.1%Computer and TechnologyGFFGriffon$2,518,144$127,045 â–¼-4.8%34,6471.1%Multi-Sector ConglomeratesEXTRExtreme Networks$2,433,339$875,364 â–²56.2%161,3621.0%Computer and TechnologySuper Micro Computer, Inc.$2,375,321$12,820 â–¼-0.5%104,3181.0%COMPIImpinj$2,332,317$621,951 â–²36.4%22,7101.0%Computer and TechnologyFidelity Total Market Index Fu$2,323,8350.0%12,9531.0%COMKOPKoppers$2,298,211$696,240 â–¼-23.3%59,4161.0%Basic MaterialsFNVFranco-Nevada$2,298,059$121,549 â–²5.6%9,3021.0%Basic MaterialsBBSIBarrett Business Services$2,173,589$10,009 â–¼-0.5%74,4890.9%Business ServicesCVGICommercial Vehicle Group$2,172,3060.0%637,0400.9%Auto/Tires/TrucksWTSWatts Water Technologies$2,092,701$22,933 â–¼-1.1%7,2090.9%Computer and TechnologyFRPTFreshpet$2,075,805$6,132 â–²0.3%35,2070.9%Consumer StaplesNPK International, Inc.$2,037,526$18,576 â–¼-0.9%140,6160.8%COMWSMWilliams-Sonoma$1,992,138$8,934 â–²0.5%10,9260.8%Retail/WholesaleATROAstronics$1,962,329$25,758 â–¼-1.3%29,4070.8%AerospacePFEPfizer$1,822,111$272,376 â–²17.6%64,8900.8%MedicalIWMiShares Russell 2000 ETF$1,796,512$4,520,544 â–¼-71.6%7,2440.7%FinanceEVLVEvolv Technologies$1,756,847$30,552 â–¼-1.7%290,3880.7%Computer and TechnologyCSCOCisco Systems$1,722,498$7,526 â–¼-0.4%22,2000.7%Computer and TechnologyTDYTeledyne Technologies$1,677,088$78,046 â–¼-4.4%2,7720.7%AerospaceAUPHAurinia Pharmaceuticals$1,675,638$23,030 â–¼-1.4%113,0660.7%MedicalTHGThe Hanover Insurance Group$1,601,234$13,521 â–¼-0.8%9,2370.7%FinanceGTGoodyear Tire & Rubber$1,591,200$53,040 â–²3.4%240,0000.7%Auto/Tires/TrucksGOOGLAlphabet$1,551,099$68,727 â–¼-4.2%5,3940.6%Computer and TechnologyCantor Equity Partners II Inc.$1,476,804$1,476,804 â–²New Holding135,6110.6%COMMSFTMicrosoft$1,468,093$53,675 â–¼-3.5%3,9660.6%Computer and TechnologyKSSKohl's$1,455,120$25,800 â–²1.8%112,8000.6%Retail/WholesaleIBMInternational Business Machines$1,440,765$29,087 â–²2.1%5,9440.6%Computer and TechnologySHOOSteven Madden$1,413,650$15,128 â–¼-1.1%41,6760.6%Consumer DiscretionaryFASTFastenal$1,374,878$65,331 â–¼-4.5%29,6310.6%Retail/WholesaleUFPIUFP Industries$1,356,467$2,303 â–²0.2%14,7250.6%ConstructionCBTCabot$1,353,019$13,932 â–¼-1.0%17,9660.6%Basic MaterialsBDCBelden$1,349,3670.0%11,7510.6%IndustrialsSCHESchwab Emerging Markets Equity ETF$1,300,536$1,030,346 â–²381.3%39,4700.5%ETFLXULsb Industries$1,269,838$52,999 â–²4.4%85,2240.5%Basic MaterialsNCR Atleos Corp.$1,216,2310.0%27,9080.5%COMBHLBBerkshire Hills Bancorp$1,209,810$475,170 â–²64.7%40,3270.5%FinanceACIWACI Worldwide$1,171,369$18,085 â–¼-1.5%28,5630.5%Computer and TechnologyONTOOnto Innovation$1,166,438$13,124 â–¼-1.1%5,6880.5%Computer and TechnologyPGRProgressive$1,129,770$11,696 â–¼-1.0%5,6990.5%FinanceTPHTri Pointe Homes$1,120,352$11,028 â–¼-1.0%23,9750.5%ConstructionPagaya Technologies Ltd.$1,098,723$405,513 â–²58.5%94,3110.5%COMHBANHuntington Bancshares$1,096,721$1,096,721 â–²New Holding70,0780.5%FinanceKRNTKornit Digital$1,079,782$9,060 â–¼-0.8%73,6550.5%IndustrialsCSVCarriage Services$1,071,5490.0%23,4680.4%Consumer StaplesADPAutomatic Data Processing$1,063,647$50,592 â–¼-4.5%5,2350.4%Computer and TechnologyAvidia Bancorp$1,055,000$10,838 â–¼-1.0%53,6350.4%COMVVisa$1,025,198$48,358 â–¼-4.5%3,3920.4%Business ServicesZeta Global Holdings Corp.$1,021,698$15,426 â–¼-1.5%64,1770.4%COMBHRBRAEMAR HOTELS & RESORTS$1,018,2080.0%431,4440.4%FinanceDNLIDenali Therapeutics$999,590$21,677 â–²2.2%52,0620.4%MedicalZTSZoetis$976,296$45,393 â–¼-4.4%8,2590.4%MedicalPinnacle Financial Partners, I$975,7080.0%11,3270.4%COMWPMWheaton Precious Metals$966,330$45,723 â–¼-4.5%7,3760.4%Basic MaterialsANIKAnika Therapeutics$950,721$623 â–¼-0.1%65,5670.4%MedicalDHRDanaher$934,159$45,504 â–¼-4.6%4,9270.4%MedicalCRMSalesforce$932,230$560 â–¼-0.1%4,9940.4%Computer and TechnologyOTISOtis Worldwide$928,197$43,859 â–¼-4.5%12,0420.4%IndustrialsJPMJPMorgan Chase & Co.$927,7810.0%3,1540.4%FinanceKOPNKopin$926,017$14,029 â–¼-1.5%411,5630.4%Computer and TechnologyICEIntercontinental Exchange$919,773$44,510 â–¼-4.6%5,8480.4%FinanceCOSTCostco Wholesale$915,719$915,719 â–²New Holding9190.4%Retail/WholesaleORIOld Republic International$887,695$8,379 â–¼-0.9%22,2480.4%FinanceGSHDGoosehead Insurance$871,629$871,629 â–²New Holding20,4320.4%FinanceSPGIS&P Global$871,522$42,959 â–¼-4.7%2,0490.4%FinanceZSZscaler$813,121$23,288 â–¼-2.8%5,7960.3%Computer and TechnologyFITBFifth Third Bancorp$808,3110.0%17,3980.3%FinanceSTKLSunOpta$798,569$13,005 â–²1.7%123,2360.3%Consumer StaplesCallaway Golf Co.$787,676$3,637 â–¼-0.5%56,7490.3%COMPRCHPorch Group$773,578$417,444 â–²117.2%107,8910.3%Computer and TechnologyGSThe Goldman Sachs Group$752,085$42,299 â–¼-5.3%8890.3%FinanceBWBabcock$732,399$8,476 â–¼-1.1%49,8570.3%Computer and TechnologyGEGE Aerospace$715,957$851 â–¼-0.1%2,5230.3%AerospaceNVONovo Nordisk A/S$705,416$33,369 â–¼-4.5%19,1950.3%MedicalTCBKTriCo Bancshares$694,607$8,747 â–¼-1.2%14,6110.3%FinanceVanguard Developed Markets Ind$690,602$1,191 â–²0.2%33,6390.3%COMCMPCompass Minerals International$674,441$2,942 â–¼-0.4%28,8840.3%Basic MaterialsShowing 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. 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