Institutional Fund
Ironwood Investment Counsel, LLC
Scottsdale, AZCIK 13304635 filings on record
Portfolio Value
$694.15M
Q1 2026
Holdings
263
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-3.1%
from $716.08M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.4%
- Schwab Strategic Tr4.4%
- Microsoft Corp4.4%
- Alphabet Inc2.7%
- Profesionally Managed Portfo2.7%
- Johnson & Johnson2.2%
- Other79.2%
Portfolio Holdings
263 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 121.6K | $30.87M | 4.4% | −1.1K | Reduced |
| 2 | Schwab Strategic Tr | 940.3K | $30.50M | 4.4% | −48.0K | Reduced |
| 3 | Microsoft Corp | 82.0K | $30.35M | 4.4% | −1.5K | Reduced |
| 4 | Alphabet Inc | 64.6K | $18.58M | 2.7% | −3.1K | Reduced |
| 5 | Profesionally Managed Portfo | 348.7K | $18.43M | 2.7% | +4.6K | Added |
| 6 | Johnson & Johnson | 63.1K | $15.42M | 2.2% | −1.0K | Reduced |
| 7 | Amazon Com Inc | 72.8K | $15.15M | 2.2% | +1.4K | Added |
| 8 | Schwab Strategic Tr | 521.5K | $14.52M | 2.1% | +30.5K | Added |
| 9 | Berkshire Hathaway CL B | 25.1K | $12.05M | 1.7% | +391 | Added |
| 10 | Schwab Charles Corp | 126.6K | $11.90M | 1.7% | −1.1K | Reduced |
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