IRONWOOD INVESTMENT MANAGEMENT LLC
CIK: 0001127761SEC EDGAR →
Portfolio Value
$237.8M
Holdings
172
As of
Q4 2025
New Positions
169
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Market ET | 50,670 | $17.0M | 7.14% |
| 2 | Msci Eafe | 121,352 | $11.7M | 4.90% |
| 3 | iShares Short Treasury Bond ET | 62,917 | $6.9M | 2.91% |
| 4 | Ishares Russell 2000 | 25,472 | $6.3M | 2.64% |
| 5 | Group 1 Automotive | 14,927 | $5.9M | 2.47% |
| 6 | Dycom Industries Inc | 14,369 | $4.9M | 2.04% |
| 7 | Pegasystems Inc | 79,387 | $4.7M | 1.99% |
| 8 | BridgeBio Pharma Inc. | 61,794 | $4.7M | 1.99% |
| 9 | Somnigroup International Inc. | 47,621 | $4.3M | 1.79% |
| 10 | iShares Russell 3000 ETF | 10,758 | $4.2M | 1.75% |
Quarterly Changes
New Positions (10)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $68.8M | 28.9% |
| Technology | 40 | $49.5M | 20.8% |
| Industrials | 21 | $30.0M | 12.6% |
| Consumer Cyclical | 15 | $22.5M | 9.5% |
| Healthcare | 19 | $22.2M | 9.3% |
| Unknown | 17 | $17.5M | 7.3% |
| Basic Materials | 13 | $14.9M | 6.3% |
| Consumer Defensive | 5 | $5.4M | 2.3% |
| Communication Services | 3 | $2.6M | 1.1% |
| Energy | 4 | $2.5M | 1.1% |
| Real Estate | 1 | $1.2M | 0.5% |
| Utilities | 2 | $654K | 0.3% |