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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 $289.21 million in total holdings as of June 30, 2026.
  • Ironwood Investment Management LLC owns shares of 177 different stocks, but just 71 companies or ETFs make up 80% of its holdings.
  • Approximately 4.42% of the portfolio was purchased this quarter.
  • About 4.46% of the portfolio was sold this quarter.
  • This quarter, Ironwood Investment Management LLC has purchased 179 new stocks and bought additional shares in 72 stocks.
  • Ironwood Investment Management LLC sold shares of 52 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Vicor
$9,687,048
MYR Group
$8,857,080

Largest New Holdings this Quarter

404251100 - HNI
$2,102,573 Holding
88262P102 - Texas Pacific Land
$1,368,063 Holding
046433207 - Astronics
$444,570 Holding
76029N106 - Replimune Group
$238,282 Holding
244199105 - Deere & Company
$202,986 Holding

Largest Purchases this Quarter

HNI
52,031 shares (about $2.10M)
Texas Pacific Land
3,126 shares (about $1.37M)
Goosehead Insurance
18,318 shares (about $888.42K)
Vanguard Total Stock Market ETF
2,324 shares (about $859.97K)
iShares MSCI EAFE ETF
6,232 shares (about $647.38K)

Largest Sales this Quarter

Vicor
5,382 shares (about $2.04M)
Coherent
3,119 shares (about $1.23M)
Intel
5,371 shares (about $749.95K)
Cantor Equity Partners II Inc.
33,004 shares (about $442.91K)
SM Energy
13,500 shares (about $352.35K)

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
$20,909,110$859,973 â–²4.3%56,5057.2%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$13,689,203$647,380 â–²5.0%131,7794.7%ETF
Vicor Corporation stock logo
VICR
Vicor
$9,687,048$2,043,976 â–¼-17.4%25,5073.3%Industrials
MYR Group, Inc. stock logo
MYRG
MYR Group
$8,857,080$3,503 â–²0.0%17,7003.1%Industrials
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$7,482,392$352,016 â–²4.9%67,8062.6%ETF
Dycom Industries, Inc. stock logo
DY
Dycom Industries
$7,141,459$33,875 â–¼-0.5%14,1252.5%Industrials
TTM Technologies, Inc. stock logo
TTMI
TTM Technologies
$6,046,544$53,488 â–¼-0.9%32,3312.1%Technology
Extreme Networks, Inc. stock logo
EXTR
Extreme Networks
$5,239,182$15,894 â–²0.3%161,8531.8%Technology
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$5,182,466$371,821 â–²7.7%12,1541.8%ETF
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$4,820,817$12,693 â–¼-0.3%56,5891.7%Healthcare
Citigroup Inc. stock logo
C
Citigroup
$4,683,342$293,916 â–¼-5.9%33,4621.6%Finance
BridgeBio Pharma, Inc. stock logo
BBIO
BridgeBio Pharma
$4,555,420$15,119 â–²0.3%61,1631.6%Healthcare
Mercury Systems Inc stock logo
MRCY
Mercury Systems
$4,459,785$149,365 â–¼-3.2%36,4571.5%Industrials
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$4,330,748$236,611 â–²5.8%72,5541.5%ETF
Group 1 Automotive, Inc. stock logo
GPI
Group 1 Automotive
$4,258,9440.0%14,6271.5%Consumer Discretionary
Arrow Electronics, Inc. stock logo
ARW
Arrow Electronics
$4,117,7460.0%19,2951.4%Technology
Somnigroup International Inc.
$3,694,522$11,682 â–²0.3%47,1241.3%COM
ASML Holding N.V. stock logo
ASML
ASML
$3,674,496$250,669 â–¼-6.4%1,8471.3%Technology
Coherent Corp. stock logo
COHR
Coherent
$3,575,082$1,230,352 â–¼-25.6%9,0631.2%Technology
Griffon Corporation stock logo
GFF
Griffon
$3,379,1220.0%34,6471.2%Industrials
Tutor Perini Corporation stock logo
TPC
Tutor Perini
$3,332,075$4,314 â–¼-0.1%40,1601.2%Industrials
Impinj, Inc. stock logo
PI
Impinj
$3,331,816$79,063 â–²2.4%23,2621.2%Technology
General Motors Company stock logo
GM
General Motors
$3,275,9000.0%42,5001.1%Consumer Discretionary
Super Micro Computer, Inc.
$3,186,353$126,706 â–²4.1%108,6381.1%COM
Commercial Vehicle Group, Inc. stock logo
CVGI
Commercial Vehicle Group
$3,127,925$184,800 â–²6.3%677,0401.1%Industrials
Watts Water Technologies, Inc. stock logo
WTS
Watts Water Technologies
$2,822,354$391 â–²0.0%7,2101.0%Industrials
Fidelity Total Market Index Fu
$2,689,144$2,489 â–²0.1%12,9650.9%COM
Barrett Business Services, Inc. stock logo
BBSI
Barrett Business Services
$2,654,800$8,951 â–²0.3%74,7410.9%Industrials
Koppers Holdings Inc. stock logo
KOP
Koppers
$2,609,408$58,370 â–¼-2.2%58,1160.9%Materials
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,607,6120.0%22,2000.9%Technology
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$2,546,8510.0%10,9260.9%Consumer Discretionary
McKesson Corporation stock logo
MCK
McKesson
$2,497,2580.0%3,3050.9%Healthcare
Astronics Corporation stock logo
ATRO
Astronics
$2,391,482$1,869 â–²0.1%29,4300.8%Industrials
Pegasystems Inc. stock logo
PEGA
Pegasystems
$2,362,925$14,326 â–²0.6%78,8430.8%Technology
Darling Ingredients Inc. stock logo
DAR
Darling Ingredients
$2,319,384$55 â–¼0.0%42,4640.8%Consumer Staples
NPK International, Inc.
$2,236,421$780 â–¼0.0%140,5670.8%COM
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,172,554$3,906 â–¼-0.2%7,2310.8%ETF
Onto Innovation Inc. stock logo
ONTO
Onto Innovation
$2,153,759$1,135 â–²0.1%5,6910.7%Technology
SM Energy Company stock logo
SM
SM Energy
$2,137,329$352,350 â–¼-14.2%81,8900.7%Energy
HNI Corporation stock logo
HNI
HNI
$2,102,573$2,102,573 â–²New Holding52,0310.7%Industrials
Franco-Nevada Corporation stock logo
FNV
Franco-Nevada
$2,088,152$149,243 â–²7.7%10,0180.7%Materials
Freshpet, Inc. stock logo
FRPT
Freshpet
$2,080,610$828 â–¼0.0%35,1930.7%Consumer Staples
Kohl's Corporation stock logo
KSS
Kohl's
$1,998,8160.0%112,8000.7%Consumer Discretionary
The Hanover Insurance Group, Inc. stock logo
THG
The Hanover Insurance Group
$1,976,756$1,071 â–¼-0.1%9,2320.7%Finance
Aurinia Pharmaceuticals Inc stock logo
AUPH
Aurinia Pharmaceuticals
$1,924,177$5,447 â–²0.3%113,3870.7%Healthcare
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$1,891,285$460,103 â–²32.1%52,1590.7%ETF
Goosehead Insurance stock logo
GSHD
Goosehead Insurance
$1,879,375$888,423 â–²89.7%38,7500.6%Finance
Kopin Corporation stock logo
KOPN
Kopin
$1,851,687$7,885 â–²0.4%413,3230.6%Technology
Pagaya Technologies Ltd.
$1,801,914$80,738 â–²4.7%98,7350.6%COM
Steven Madden, Ltd. stock logo
SHOO
Steven Madden
$1,760,706$6,147 â–²0.4%41,8220.6%Consumer Discretionary
The Goodyear Tire & Rubber Company stock logo
GT
Goodyear Tire & Rubber
$1,735,800$151,800 â–²9.6%263,0000.6%Consumer Discretionary
Evolv Technologies Holdings, Inc. stock logo
EVLV
Evolv Technologies
$1,697,614$13,363 â–²0.8%292,6920.6%Technology
Porch Group, Inc. stock logo
PRCH
Porch Group
$1,678,193$55,513 â–²3.4%111,5820.6%Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,671,5110.0%5,9440.6%Technology
Cabot Corporation stock logo
CBT
Cabot
$1,634,578$2,906 â–²0.2%17,9980.6%Materials
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,630,322$297,332 â–¼-15.4%4,5620.6%Communication Services
Teledyne Technologies Incorporated stock logo
TDY
Teledyne Technologies
$1,547,208$301,439 â–¼-16.3%2,3200.5%Technology
Pfizer Inc. stock logo
PFE
Pfizer
$1,464,835$97,717 â–¼-6.3%60,8320.5%Healthcare
ACI Worldwide, Inc. stock logo
ACIW
ACI Worldwide
$1,449,006$12,573 â–²0.9%28,8130.5%Technology
Belden Inc stock logo
BDC
Belden
$1,409,0620.0%11,7510.5%Technology
Cantor Equity Partners II Inc.
$1,376,986$442,914 â–¼-24.3%102,6070.5%COM
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$1,368,063$1,368,063 â–²New Holding3,1260.5%Energy
Denali Therapeutics Inc. stock logo
DNLI
Denali Therapeutics
$1,339,498$463 â–²0.0%52,0800.5%Healthcare
UFP Industries, Inc. stock logo
UFPI
UFP Industries
$1,336,056$91 â–¼0.0%14,7240.5%Industrials
Microsoft Corporation stock logo
MSFT
Microsoft
$1,291,021$188,375 â–¼-12.7%3,4610.4%Technology
Zeta Global Holdings Corp.
$1,268,671$5,668 â–²0.4%64,4650.4%COM
The Progressive Corporation stock logo
PGR
Progressive
$1,244,9470.0%5,6990.4%Finance
Huntington Bancshares Incorporated stock logo
HBAN
Huntington Bancshares
$1,238,458$4,025 â–¼-0.3%69,8510.4%Finance
Berkshire Hills Bancorp, Inc. stock logo
BHLB
Berkshire Hills Bancorp
$1,228,262$305 â–²0.0%40,3370.4%Finance
NCR Atleos Corp.
$1,211,4860.0%27,9080.4%COM
Kornit Digital Ltd. stock logo
KRNT
Kornit Digital
$1,197,625$731 â–²0.1%73,7000.4%Industrials
Fastenal Company stock logo
FAST
Fastenal
$1,189,895$233,282 â–¼-16.4%24,7740.4%Industrials
NCR Voyix Corp.
$1,171,741$306,375 â–²35.4%143,4200.4%COM
Pinnacle Financial Partners, I
$1,142,6680.0%11,3270.4%COM
Ameresco, Inc. stock logo
AMRC
Ameresco
$1,141,867$523,517 â–²84.7%41,3720.4%Industrials
Aspen Aerogels, Inc. stock logo
ASPN
Aspen Aerogels
$1,136,768$80,233 â–²7.6%179,3010.4%Materials
Transcat, Inc. stock logo
TRNS
Transcat
$1,128,825$462,551 â–²69.4%12,1680.4%Industrials
Avidia Bancorp
$1,125,946$147 â–²0.0%53,6420.4%COM
Callaway Golf Co.
$1,067,178$864 â–²0.1%56,7950.4%COM
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,032,3990.0%3,1540.4%Finance
Lsb Industries Inc. stock logo
LXU
Lsb Industries
$994,152$72,881 â–²7.9%91,9660.3%Materials
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$980,7250.0%17,3980.3%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$980,005$192,373 â–¼-16.4%4,3760.3%Industrials
Visa Inc. stock logo
V
Visa
$972,317$191,444 â–¼-16.5%2,8340.3%Finance
Anika Therapeutics Inc. stock logo
ANIK
Anika Therapeutics
$958,309$936 â–¼-0.1%65,5030.3%Healthcare
GE Aerospace stock logo
GE
GE Aerospace
$939,191$3,737 â–¼-0.4%2,5130.3%Industrials
indie Semiconductor, Inc. stock logo
INDI
indie Semiconductor
$933,817$2,425 â–²0.3%207,9770.3%Technology
BRAEMAR HOTELS & RESORTS INC. stock logo
BHR
BRAEMAR HOTELS & RESORTS
$931,9190.0%431,4440.3%Real Estate
Old Republic International Corporation stock logo
ORI
Old Republic International
$910,102$286 â–¼0.0%22,2410.3%Finance
Carriage Services, Inc. stock logo
CSV
Carriage Services
$899,7630.0%23,4680.3%Consumer Discretionary
Compass Minerals International, Inc. stock logo
CMP
Compass Minerals International
$899,190$31 â–²0.0%28,8850.3%Materials
TriMas Corporation stock logo
TRS
TriMas
$840,935$90 â–²0.0%18,6750.3%Materials
Zscaler, Inc. stock logo
ZS
Zscaler
$833,632$15,527 â–²1.9%5,9060.3%Technology
iShares MSCI Denmark ETF stock logo
EDEN
iShares MSCI Denmark ETF
$798,493$308,649 â–²63.0%7,2360.3%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$797,971$101,137 â–¼-11.2%7890.3%Finance
TriCo Bancshares stock logo
TCBK
TriCo Bancshares
$786,8020.0%14,6110.3%Finance
Danaher Corporation stock logo
DHR
Danaher
$786,492$152,003 â–¼-16.2%4,1290.3%Healthcare
Salesforce Inc. stock logo
CRM
Salesforce
$782,3600.0%4,9940.3%Technology
Vanguard Developed Markets Ind
$774,986$3,988 â–²0.5%33,8130.3%COM
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$769,821$150,388 â–¼-16.3%16,0580.3%Healthcare

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