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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 9 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 JCI Johnson Controls Industrials 4,505.0 $658K 0.09% NEW $146.13 -2.1%
162 CL Colgate-Palmolive Co Consumer Defensive 6,750.0 $619K 0.08% NEW $91.68 -0.7%
163 IJR iShares S&P 600 Small Cap Index 4,052.0 $601K 0.08% NEW $148.33 -0.7%
164 XYL Xylem Inc Industrials 5,062.0 $598K 0.08% NEW $118.21 -4.1%
165 SBUX Starbucks Corp Consumer Cyclical 5,816.0 $594K 0.08% NEW $102.21 +4.8%
166 VEU Vanguard FTSE All-World ex-US ETF 7,093.0 $594K 0.08% NEW $83.76 +2.3%
167 STX Seagate Technology PLC Technology 614.0 $593K 0.08% NEW $965.00 -11.9%
168 ASML ASML Holding NV ADR Technology 295.0 $587K 0.08% NEW $1989.48 -11.3%
169 FDX Fedex Corporation Industrials 1,873.0 $587K 0.08% NEW $313.14 +3.8%
170 AEP Amer Electric Pwr Co Inc Utilities 4,210.0 $576K 0.08% NEW $136.83 -11.6%
171 VGT Vanguard Information Technology ETF 4,710.0 $563K 0.07% NEW $119.55 -0.9%
172 ADBE Adobe Systems Inc Technology 2,706.0 $555K 0.07% NEW $205.02 +34.3%
173 VTV Vanguard Value ETF 2,529.0 $551K 0.07% NEW $217.97 +3.9%
174 PM Philip Morris Int'l Inc Consumer Defensive 3,013.0 $545K 0.07% NEW $180.94 +4.0%
175 MPC Marathon Petroleum Corp Energy 2,084.0 $533K 0.07% NEW $255.67 +41.1%
176 AEE Ameren Corp Utilities 4,624.0 $523K 0.07% NEW $113.06 -6.1%
177 WTW Willis Towers Watson PLC Financial Services 1,999.0 $522K 0.07% NEW $261.37 +30.8%
178 WFC Wells Fargo Financial Services 5,961.0 $493K 0.07% NEW $82.65 +1.4%
179 MSI Motorola Solutions, Inc Technology 1,167.0 $485K 0.06% NEW $415.29 +15.7%
180 BBJP JPMorgan BetaBuilders Japan 6,303.0 $475K 0.06% NEW $75.31 +2.1%
Page 9 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%