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Portfolio (Quarterly) Guide ↗

Ironwood Investment Counsel, LLC

· CIK 0001330463
13F Portfolio $762M AUM 269 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 267 New
Page 10 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RSP Guggenheim S&P 500 Equal Weight ETF 2,222.0 $473K 0.06% NEW $212.85 +4.1%
182 NEE NextEra Energy Inc. Utilities 5,382.0 $472K 0.06% NEW $87.77 -4.7%
183 SHW Sherwin-Williams Co. Basic Materials 1,365.0 $470K 0.06% NEW $344.32 +0.7%
184 CI Cigna Corp Healthcare 1,674.0 $462K 0.06% NEW $275.78 +0.6%
185 BK Bank Of New York Mellon Corp Financial Services 3,184.0 $460K 0.06% NEW $144.61 -1.9%
186 AMAT Applied Materials Inc Technology 627.0 $453K 0.06% NEW $723.24 -31.9%
187 RFG Guggenheim Etf 6,903.0 $445K 0.06% NEW $64.53 -3.8%
188 TGT Target Consumer Defensive 3,391.0 $443K 0.06% NEW $130.62 +26.6%
189 CHD Church & Dwight Co Inc Consumer Defensive 4,556.0 $441K 0.06% NEW $96.88 +2.0%
190 IVE iShares S&P 500 Value Index 1,906.0 $433K 0.06% NEW $227.16 +4.4%
191 CSX CSX Corp Industrials 9,086.0 $432K 0.06% NEW $47.53 +8.5%
192 PH Parker Hannifin Corp Industrials 440.0 $430K 0.06% NEW $978.12 +2.4%
193 CHRW CH Robinson Worldwide Inc. Industrials 2,277.0 $429K 0.06% NEW $188.39 -24.8%
194 ORCL Oracle Corporation Technology 2,901.0 $425K 0.06% NEW $146.55 -0.1%
195 LPTH LightPath Technologies Inc Technology 25,250.0 $413K 0.05% NEW $16.35 -11.8%
196 PNQI PowerShares Nasdaq Internet ETF 9,030.0 $412K 0.05% NEW $45.58 +13.8%
197 BA Boeing Co Industrials 1,859.0 $402K 0.05% NEW $216.47 -1.0%
198 GILD Gilead Sciences Inc Healthcare 3,171.0 $401K 0.05% NEW $126.35 +15.7%
199 GWW Grainger, W W Industrials 290.0 $395K 0.05% NEW $1360.40 -3.5%
200 IWP iShares Russell Midcap Growth 2,681.0 $393K 0.05% NEW $146.42 -1.9%
Page 10 of 14  ·  267 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.8%
Financial Services 15.4%
Consumer Defensive 10.0%
Industrials 9.6%
Healthcare 9.4%
Communication Services 8.4%
Consumer Cyclical 7.4%
Utilities 2.4%
Basic Materials 2.2%
Energy 1.4%