DOSSIER · 13F-HR · Q2 2026

Ironwood Investment Counsel, LLC

$762M in tracked AUM across 269 positions as of Q2 2026.

II
CIK 0001330463 · last filed Jun 30, 2026
Total AUM
$762M
as of Q2 2026
Holdings
269
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Ironwood Investment Counsel, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
Apple
$35M121K4.6%
02
FNDA
Schwab Fundemental US Small Company ETF
$35M907K4.5%
03
MSFT
Microsoft
$30M82K4.0%
04
GOOGL
Alphabet Inc Class A
$22M61K2.9%
05
AKRE
Akre Focus ETF
$18M343K2.4%
06
FNDX
Schwab Fundamental US Large Company ETF
$18M564K2.3%
07
AMZN
Amazon.com Inc.
$17M73K2.3%
08
JNJ
Johnson & Johnson
$16M64K2.1%
09
KLAC
KLA Corporation
$14M45K1.8%
10
084670207
Berkshire Hathaway Inc Class B
$13M25K1.7%

Filing history

2026Q2Jun 30
$762M 9.8%
269 positionsView →
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
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