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.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 120,730 | US$34.93M | 4.58% |
| Schwab Fundemental US Small Company ETFSCHWAB FDT US SC | Cut | 907,290 | US$34.53M | 4.53% |
| MSFTMicrosoftCOM | Cut | 81,764 | US$30.5M | 4.00% |
| GOOGLAlphabetCAP STK CL A | Cut | 61,393 | US$21.94M | 2.88% |
| Akre Focus ETFAKRE FOCUS ETF | Cut | 342,562 | US$18.22M | 2.39% |
| Schwab Fundamental US Large Company ETFSCHWAB FDT US LG | Added | 563,849 | US$17.54M | 2.30% |
| AMZNAmazonCOM | Cut | 72,532 | US$17.29M | 2.27% |
| JNJJohnson & JohnsonCOM | Added | 63,795 | US$16.2M | 2.13% |
| KLACKLA CorporationCOM NEW | AddedSplit 9:1 | 44,974 | US$13.57M | 1.78% |
| Berkshire Hathaway Inc Class BCL B NEW | Added | 25,472 | US$12.75M | 1.67% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.