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

RankStockSharesValue% 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

Top Buys

SHV↑ Increased
$2.9M
VTI↑ Increased
$1.3M
PNFPNEW
$1.1M
EFA↑ Increased
$1000K
CSVNEW
$992K

Top Sells

SMCI↓ Decreased
$2.0M
VICR↓ Decreased
$1.9M
BBIO↓ Decreased
$1.5M
PI↓ Decreased
$1.2M
PNFPCLOSED
$1.1M

New Positions (10)

$1.1M · 11K shares
$992K · 23K shares
Westgold Resources Ltd.
$527K · 123K shares
$453K · 50K shares
$411K · 12K shares
$410K · 7K shares
$251K · 9K shares
$213K · 1K shares
$160K · 32K shares
$104K · 20K shares

Closed Positions (9)

$1.1M · 11K shares
$749K · 9K shares
Westgold Resources Ltd.
$365K · 123K shares
$248K · 34K shares
$205K · 57K shares
$148K · 62K shares
$146K · 28K shares
$107K · 27K shares
$21K · 21K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services31$68.3M28.7%
Technology39$48.5M20.4%
Industrials23$34.3M14.4%
Consumer Cyclical15$22.5M9.5%
Healthcare19$22.2M9.3%
Unknown17$17.5M7.3%
Basic Materials10$10.2M4.3%
Consumer Defensive5$5.4M2.3%
Energy6$4.3M1.8%
Communication Services4$2.6M1.1%
Real Estate1$1.2M0.5%
Utilities2$654K0.3%