AiSiWhale

AI & tech investing

Ironwood Investment Counsel, LLC

CIK 1330463

13F filing for Q2 2026・No. 3,047

Holdings
US$762.19M
Quarter change
+US$68.04M
Entries
269
Net bought (estimate)
+US$6.52M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 15
  • Sold out 11
  • Cut 120
  • Added 83
  • Corporate actions 0
  • Unchanged 49

Largest holdings

267 stocks worth US$762.19M, options and bonds left out.

StockThis quarterValueWeight
AAPLAppleCOMCutUS$34.93M4.58%
Schwab Fundemental US Small Company ETFSCHWAB FDT US SCCutUS$34.53M4.53%
MSFTMicrosoftCOMCutUS$30.5M4.00%
GOOGLAlphabetCAP STK CL ACutUS$21.94M2.88%
Akre Focus ETFAKRE FOCUS ETFCutUS$18.22M2.39%
Schwab Fundamental US Large Company ETFSCHWAB FDT US LGAddedUS$17.54M2.30%
AMZNAmazonCOMCutUS$17.29M2.27%
JNJJohnson & JohnsonCOMAddedUS$16.2M2.13%
KLACKLA CorporationCOM NEWAddedSplit 9:1US$13.57M1.78%
Berkshire Hathaway Inc Class BCL B NEWAddedUS$12.75M1.67%

Sign in (free) to see its 50 largest holdings and its trades. Sign in

Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.