Portfolio (Quarterly) Guide ↗

Ironwood Financial, llc

· CIK 0001630360

13F Portfolio $639M AUM 179 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 15 New 51 Added 60 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HON	HONEYWELL INTL INC	Industrials	3,760	$850K	0.15%	SOLD
2	PFF	ISHARES TR	—	8,658	$263K	0.05%	SOLD
3	YUMC	YUM CHINA HLDGS INC	Consumer Cyclical	4,474	$218K	0.04%	SOLD
4	—	NIOCORP DEVS LTD	—	11,001	$49K	0.01%	SOLD

Sector Allocation

Technology 46.1%

Financial Services 14.2%

Healthcare 12.7%

Consumer Cyclical 11.2%

Communication Services 6.7%

Consumer Defensive 4.2%

Industrials 3.6%

Energy 1.0%

Real Estate 0.4%