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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 13 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EFX Equifax Inc Industrials 1,658.0 $263K 0.04% NEW $158.72 +21.4%
242 GRMN Garmin Ltd Technology 1,097.0 $261K 0.03% NEW $237.54 +24.1%
243 BMY Bristol-Myers Squibb Co Healthcare 4,500.0 $259K 0.03% NEW $57.62 +16.3%
244 BBCA JPMorgan BetaBuilders Canada 2,565.0 $255K 0.03% NEW $99.40 +8.2%
245 SCHF Schwab International Equity ETF 9,135.0 $253K 0.03% NEW $27.70 +2.7%
246 ATI Allegheny Technologies Inc Industrials 1,283.0 $253K 0.03% NEW $197.10 +5.0%
247 PEG Public Service Enterprise Group Utilities 3,114.0 $253K 0.03% NEW $81.16 -10.5%
248 XLF Financial Select Sector SPDR 4,683.0 $251K 0.03% NEW $53.62 +7.2%
249 MTRN Materion Corp Basic Materials 843.0 $251K 0.03% NEW $297.39 -22.0%
250 KBWB Invesco KBW Bank ETF 2,662.0 $248K 0.03% NEW $92.98 +2.8%
251 AMG Affiliated Managers Group Inc Financial Services 730.0 $247K 0.03% NEW $338.40 +5.3%
252 BIP Brookfield Infr Prt Lp Lp Int Unit Utilities 6,724.0 $245K 0.03% NEW $36.49 +6.7%
253 SO Southern Company Utilities 2,554.0 $244K 0.03% NEW $95.72 -7.1%
254 SSNC SS&C Technologies Holdings Inc Technology 3,938.0 $244K 0.03% NEW $62.07 +33.6%
255 DFUS Dimensional US Equity Market ETF 2,946.0 $241K 0.03% NEW $81.94 +2.1%
256 DVY iShares Dow Jones Select Dividend Index 1,533.0 $240K 0.03% NEW $156.30 +5.0%
257 MO Altria Group Inc Consumer Defensive 3,329.0 $240K 0.03% NEW $71.96 -8.2%
258 NFLX Netflix Inc Communication Services 3,319.0 $237K 0.03% NEW $71.40 +11.5%
259 VRP PowerShares Variable Rate Preferred 9,721.0 $236K 0.03% NEW $24.31 -0.6%
260 GS Goldman Sachs Group Inc Financial Services 219.0 $222K 0.03% NEW $1012.29 +2.7%
Page 13 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%