Ironwood Investment Counsel, LLC holds a diversified book of 267 stocks worth $762.2M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Ishares Core Dividend Growth and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the equity book. Cloning the disclosed picks since 2024 would be +16% (+8.6%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +20.0%, a 4.1-point gap that is the cost of the ~37-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Ironwood Investment Counsel, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
71% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Ironwood Investment Counsel, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| HUNTINGTON NATIONAL BANK | 77 / 80 | $9.1B |
| FMR LLC | 75 / 80 | $813.2B |
| MORGAN STANLEY | 75 / 80 | $621.6B |
| JPMORGAN CHASE & CO | 75 / 80 | $593.4B |
| BANK OF AMERICA CORP /DE/ | 75 / 80 | $422.1B |
| ROYAL BANK OF CANADA | 75 / 80 | $179.0B |
| WELLS FARGO & COMPANY/MN | 75 / 80 | $168.7B |
| UBS Group AG | 75 / 80 | $156.1B |
Ranked by how many of Ironwood Investment Counsel, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple COM | $34.9M | 120.7K | 4.6% | ▼−0.7% Reduced · −910 sh | |
| 2 | Schwab Fundemental US Small Company ETF SCHWAB FDT US SC | $34.5M | 907.3K | 4.5% | ▼−3.5% Reduced · −33K sh | |
| 3 | Microsoft COM | $30.5M | 81.8K | 4.0% | ▼−0.3% Reduced · −217 sh | |
| 4 | Alphabet Inc Class A CAP STK CL A | $21.9M | 61.4K | 2.9% | ▼−5.0% Reduced · −3K sh | |
| 5 | Akre Focus ETF AKRE FOCUS ETF | $18.2M | 342.6K | 2.4% | ▼−1.8% Reduced · −6K sh | |
| 6 | Schwab Fundamental US Large Company ETF SCHWAB FDT US LG | $17.5M | 563.8K | 2.3% | ▲+8.1% Added · +42K sh | |
| 7 | Amazon.com Inc. COM | $17.3M | 72.5K | 2.3% | ▼−0.3% Reduced · −222 sh | |
| 8 | Johnson & Johnson COM | $16.2M | 63.8K | 2.1% | ▲+1.1% Added · +721 sh | |
| 9 | KLA Corporation COM NEW | $13.6M | 45.0K | 1.8% | ▲+813% Added · +40K sh | |
| 10 | Berkshire Hathaway Inc Class B CL B NEW | $12.7M | 25.5K | 1.7% | ▲+1.3% Added · +327 sh | |
| 11 | American Express COM | $12.5M | 37.1K | 1.6% | ▼−0.5% Reduced · −195 sh | |
| 12 | Charles Schwab Corp COM | $11.6M | 125.4K | 1.5% | ▼−0.9% Reduced · −1K sh | |
| 13 | JPMorgan Ultra-Short Income ETF ULTRA SHRT INC | $11.3M | 223.1K | 1.5% | ▲+0.3% Added · +778 sh | |
| 14 | Teradyne, Inc. COM | $11.1M | 22.8K | 1.5% | ▼−9.7% Reduced · −2K sh | |
| 15 | Sysco COM | $10.4M | 124.2K | 1.4% | ▲+3.6% Added · +4K sh | |
| 16 | Mastercard COM | $10.0M | 19.4K | 1.3% | ▲+1.8% Added · +334 sh | |
| 17 | Qualcomm COM | $9.9M | 53.5K | 1.3% | ▲+1.1% Added · +613 sh | |
| 18 | iShares S&P 500 Index S&P 500 Index | $9.9M | 13.2K | 1.3% | ▼−1.2% Reduced · −157 sh | |
| 19 | US Bancorp COM | $9.5M | 157.9K | 1.3% | ▲+2.0% Added · +3K sh | |
| 20 | JP Morgan Chase & Co COM | $9.5M | 29.1K | 1.2% | ▲+1.3% Added · +381 sh | |
| 21 | iShares Russell 1000 Value Index RUS 1000 VAL ETF | $9.4M | 38.7K | 1.2% | ▲+8.7% Added · +3K sh | |
| 22 | Lockheed Martin Corp COM | $9.4M | 18.4K | 1.2% | ▲+5.9% Added · +1K sh | |
| 23 | Broadcom Ltd COM | $8.8M | 23.4K | 1.2% | ▲+0.7% Added · +169 sh | |
| 24 | Nvidia Corp COM | $7.9M | 39.6K | 1.0% | ▲+7.6% Added · +3K sh | |
| 25 | Anheuser-Busch Inbev SA ADR SPONSORED ADR | $7.7M | 93.7K | 1.0% | ▲+1.2% Added · +1K sh | |
| 26 | Cummins Inc COM | $7.7M | 10.8K | 1.0% | ▼−15% Reduced · −2K sh | |
| 27 | United Parcel Service B COM | $7.7M | 71.5K | 1.0% | ▲+8.1% Added · +5K sh | |
| 28 | Amgen COM | $7.5M | 20.8K | 1.0% | ▲+7.1% Added · +1K sh | |
| 29 | Accenture PLC SH CL A | $7.4M | 59.5K | 1.0% | ▲+28% Added · +13K sh | |
| 30 | Medtronic COM | $7.3M | 93.4K | 1.0% | ▲+6.8% Added · +6K sh | |
| 31 | Corteva Inc COM | $7.2M | 84.5K | 0.9% | ▲+0.9% Added · +734 sh | |
| 32 | Laboratory Corp of America Holdings COM NEW | $7.0M | 25.0K | 0.9% | ▲+2.5% Added · +604 sh | |
| 33 | Lowes Companies COM | $6.6M | 29.8K | 0.9% | ▲+3.2% Added · +914 sh | |
| 34 | Pepsico Incorporated COM | $6.4M | 47.1K | 0.8% | ▼−3.6% Reduced · −2K sh | |
| 35 | Salesforce.com Inc COM | $6.3M | 40.3K | 0.8% | ▲+77% Added · +18K sh | |
| 36 | Merck & Co Inc COM | $6.1M | 47.6K | 0.8% | ▲+0.8% Added · +400 sh | |
| 37 | First Trust Preferred Sec & Inc ETF PFD SECS INC ETF | $6.1M | 338.7K | 0.8% | ▼−2.1% Reduced · −7K sh | |
| 38 | IBM COM | $6.0M | 21.5K | 0.8% | ▼−3.5% Reduced · −782 sh | |
| 39 | Comcast Corp New Cl A CL A | $6.0M | 245.3K | 0.8% | ▲+7.9% Added · +18K sh | |
| 40 | Walt Disney Co COM | $6.0M | 62.0K | 0.8% | ▲+2.1% Added · +1K sh | |
| 41 | Alphabet Inc Class C CAP STK CL C | $5.8M | 16.5K | 0.8% | ▲+1.8% Added · +295 sh | |
| 42 | Corning Inc COM | $5.6M | 21.9K | 0.7% | ▼−6.4% Reduced · −1K sh | |
| 43 | Home Depot COM | $5.5M | 15.5K | 0.7% | ▲+2.1% Added · +320 sh | |
| 44 | ServiceNow, Inc COM | $5.4M | 54.6K | 0.7% | ▲+138% Added · +32K sh | |
| 45 | Dollar General Corp COM | $5.4M | 46.7K | 0.7% | ▲+10% Added · +4K sh | |
| 46 | JPMorgan Ultra-Short Municipal Inc ETF ULTRA SHT MUNCPL | $5.3M | 104.4K | 0.7% | ▲+170% Added · +66K sh | |
| 47 | Tesla Motors Inc. COM | $5.2M | 12.5K | 0.7% | ▲+2.3% Added · +277 sh | |
| 48 | Cardinal Health COM | $4.9M | 20.8K | 0.6% | ▼−4.0% Reduced · −856 sh | |
| 49 | OGE Energy Corp. COM | $4.9M | 100.3K | 0.6% | —Held | |
| 50 | Elevance Health Inc COM | $4.8M | 12.4K | 0.6% | ▲+5.0% Added · +595 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1330463/holdings"
Use Arkolith to show Ironwood Investment Counsel, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 269 | $762.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 264 | $694.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 267 | $716.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 263 | $685.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 267 | $647.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 240 | $578.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 246 | $584.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 256 | $600.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.