13F Insight
DOSSIER · 13F-HR · Q1 2026

Ironwood Investment Counsel, LLC

Ironwood Investment Counsel's holding co. based in Stamford, CT — $694M in tracked AUM across 264 positions as of Q1 2026.

II
Ironwood Investment Counsel·Stamford, CT·Holding Co.
CIK 0001330463 · last filed Mar 31, 2026
Total AUM
$694M
▼ 12.9%
vs prior
Holdings
264
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…