Ironwood Investment Counsel, LLC - Portfolio overview

Ironwood Investment Counsel, LLC has 285 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. AAPL - Apple, 4.33%
  2. FNDA - Schwab Fundemental US Small Company ETF, 4.28%
  3. MSFT - Microsoft, 4.26%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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