DOSSIER · 13F-HR · Q1 2026

Ironwood Investment Counsel, LLC

$694M in tracked AUM across 264 positions as of Q1 2026.

II
CIK 0001330463 · last filed Mar 31, 2026
Total AUM
$694M
as of Q1 2026
Holdings
264
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Ironwood Investment Counsel, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
Apple
$31M122K4.4%
02
FNDA
Schwab Fundemental US Small Company ETF
$30M940K4.4%
03
MSFT
Microsoft
$30M82K4.4%
04
GOOGL
Alphabet Inc Class A
$19M65K2.7%
05
AKRE
Akre Focus ETF
$18M349K2.7%
06
JNJ
Johnson & Johnson
$15M63K2.2%
07
AMZN
Amazon.com Inc.
$15M73K2.2%
08
FNDX
Schwab Fundamental US Large Company ETF
$15M521K2.1%
09
084670207
Berkshire Hathaway Inc Class B
$12M25K1.7%
10
SCHW
Charles Schwab Corp
$12M127K1.7%

Filing history

2026Q1Mar 31
$694M 3.1%
264 positionsView →
2025Q4Dec 31
$716M 4.4%
267 positionsView →
2025Q3Sep 30
$686M 6.0%
263 positionsView →
2025Q2Jun 30
$647M 11.8%
267 positionsLocked
2025Q1Mar 31
$579M 0.9%
240 positionsLocked
2024Q4Dec 31
$584M 2.7%
246 positionsLocked
2024Q3Sep 30
$601M 7.3%
256 positionsLocked
2024Q2Jun 30
$560M 2.3%
257 positionsLocked
2024Q1Mar 31
$573M 7.2%
257 positionsLocked
2023Q4Dec 31
$535M 12.6%
253 positionsLocked
2023Q3Sep 30
$475M 6.9%
244 positionsLocked
2023Q2Jun 30
$445M 5.9%
217 positionsLocked
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