Ironwood Investment Counsel, LLC
CIK: 1330463SEC EDGAR →
Portfolio Value
$229.9B
Holdings
263
As of
Q1 2026
New Positions
264
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Schwab Fundemental US Small Company ETF | 940,337 | $30.5B | 13.26% |
| 2 | Akre Focus ETF | 348,740 | $18.4B | 8.02% |
| 3 | Schwab Fundamental US Large Company ETF | 521,499 | $14.5B | 6.32% |
| 4 | Charles Schwab Corp | 126,598 | $11.9B | 5.18% |
| 5 | JPMorgan Ultra-Short Income ETF | 222,282 | $11.2B | 4.89% |
| 6 | Sysco | 119,885 | $8.6B | 3.72% |
| 7 | US Bancorp | 154,767 | $8.0B | 3.50% |
| 8 | Medtronic | 87,472 | $7.6B | 3.30% |
| 9 | Corteva Inc | 83,789 | $7.0B | 3.05% |
| 10 | Comcast Corp New Cl A | 227,278 | $6.5B | 2.84% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 93 | $134.9B | 58.7% |
| Consumer Defensive | 16 | $20.8B | 9.1% |
| Communication Services | 8 | $17.7B | 7.7% |
| Unknown | 15 | $11.1B | 4.8% |
| Industrials | 35 | $9.7B | 4.2% |
| Healthcare | 22 | $9.3B | 4.0% |
| Technology | 37 | $9.0B | 3.9% |
| Utilities | 14 | $9.0B | 3.9% |
| Basic Materials | 8 | $7.0B | 3.1% |
| Consumer Cyclical | 9 | $861.0M | 0.4% |
| Energy | 6 | $500.3M | 0.2% |
| Real Estate | 1 | $41.1M | 0.0% |