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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 5 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ABBV AbbVie Inc Healthcare 9,119.0 $2.3M 0.30% NEW $251.66 +5.3%
82 OMC Omnicom Group Inc Communication Services 29,831.0 $2.2M 0.28% NEW $72.83 +20.2%
83 CVX Chevron Corp Energy 13,050.0 $2.2M 0.28% NEW $165.77 +23.8%
84 NTAP NetApp, Inc. Technology 13,372.0 $2.1M 0.27% NEW $154.76 +24.2%
85 INTC Intel Corporation Technology 14,655.0 $2.0M 0.27% NEW $139.63 -35.5%
86 MCD McDonalds Consumer Cyclical 7,363.0 $2.0M 0.26% NEW $270.33 +0.2%
87 MDLZ Mondelez International Inc Consumer Defensive 34,301.0 $2.0M 0.26% NEW $57.84 +11.4%
88 ES Eversource Energy Utilities 27,034.0 $2.0M 0.26% NEW $72.27 -2.9%
89 SCHD Schwab U.S. Dividend Equity ETF 61,335.0 $1.9M 0.26% NEW $31.71 +10.7%
90 EFG iShares MSCI EAFE Growth Index 15,338.0 $1.9M 0.25% NEW $124.42 +1.0%
91 AGG iShares Barclays Aggregate Bond 18,785.0 $1.9M 0.24% NEW $98.98 -1.6%
92 VIG Vanguard Div Apprciation 7,591.0 $1.8M 0.24% NEW $236.63 +3.1%
93 PAYX Paychex Inc Industrials 18,208.0 $1.8M 0.23% NEW $98.33 +26.6%
94 KO Coca Cola Consumer Defensive 21,802.0 $1.8M 0.23% NEW $81.27 +12.1%
95 ETN Eaton Corp PLC Industrials 4,135.0 $1.8M 0.23% NEW $426.12 -1.6%
96 TJX T J X Cos Inc Consumer Cyclical 11,557.0 $1.8M 0.23% NEW $151.50 -7.3%
97 BEN Franklin Resources Inc Financial Services 51,976.0 $1.7M 0.23% NEW $33.27 +3.1%
98 TROW T. Rowe Price Group Inc Financial Services 15,138.0 $1.7M 0.23% NEW $113.69 -1.9%
99 TSM Taiwan Semiconductr Adrf Technology 3,559.0 $1.7M 0.22% NEW $477.60 -12.3%
100 BRO Brown & Brown Inc Financial Services 26,188.0 $1.7M 0.22% NEW $64.15 +13.7%
Page 5 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%