Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ironwood Investment Counsel, LLC (CIK 1330463) reported $694.2M across 263 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($30.9M, 4.45%), FNDA ($30.5M, 4.39%), MSFT ($30.3M, 4.37%), GOOGL ($18.6M, 2.68%), MZLSX ($18.4M, 2.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple | $30.9M | 4.45% | 121,640 | Trimmed |
| 2 | FNDA | Schwab Fundemental US Small Company ETF | $30.5M | 4.39% | 940,337 | Trimmed |
| 3 | MSFT | Microsoft | $30.3M | 4.37% | 81,981 | Trimmed |
| 4 | GOOGL | Alphabet Inc Class A | $18.6M | 2.68% | 64,612 | Trimmed |
| 5 | MZLSX | Akre Focus ETF | $18.4M | 2.66% | 348,740 | Added |
| 6 | JNJ | Johnson & Johnson | $15.4M | 2.22% | 63,074 | Trimmed |
| 7 | AMZN | Amazon.com Inc. | $15.2M | 2.18% | 72,754 | Added |
| 8 | FNDX | Schwab Fundamental US Large Company ETF | $14.5M | 2.09% | 521,499 | Added |
| 9 | BRK.B | Berkshire Hathaway Inc Class B | $12.0M | 1.74% | 25,145 | Added |
| 10 | SCHW | Charles Schwab Corp | $11.9M | 1.71% | 126,598 | Trimmed |
| 11 | JPST | JPMorgan Ultra-Short Income ETF | $11.2M | 1.62% | 222,282 | Added |
| 12 | AXP | American Express | $11.3M | 1.62% | 37,290 | Added |
| 13 | LMT | Lockheed Martin Corp | $10.5M | 1.51% | 17,332 | Added |
| 14 | MA | Mastercard | $9.5M | 1.37% | 19,083 | Added |
| 15 | ACN | Accenture PLC | $9.2M | 1.33% | 46,540 | Added |
| 16 | IVV | iShares S&P 500 Index | $8.7M | 1.26% | 13,342 | Trimmed |
| 17 | SYY | Sysco | $8.6M | 1.23% | 119,885 | Added |
| 18 | JPM | JP Morgan Chase & Co | $8.4M | 1.22% | 28,688 | Trimmed |
| 19 | USB | US Bancorp | $8.0M | 1.16% | 154,767 | Added |
| 20 | IWD | iShares Russell 1000 Value Index | $7.6M | 1.10% | 35,612 | Trimmed |
| 21 | PEP | Pepsico Incorporated | $7.6M | 1.09% | 48,886 | Added |
| 22 | MDT | Medtronic | $7.6M | 1.09% | 87,472 | Added |
| 23 | TER | Teradyne, Inc. | $7.5M | 1.08% | 25,312 | Trimmed |
| 24 | KLAC | KLA Corporation | $7.3M | 1.04% | 4,926 | Trimmed |
| 25 | AVGO | Broadcom Ltd | $7.2M | 1.04% | 23,221 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31