Arkolith/Funds/Ironwood Investment Management LLC

Ironwood Investment Management LLC

CIK 1127761
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Ironwood Investment Management LLC holds a diversified book of 179 stocks worth $239.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Cantor Equity Partners-CL A and trimmed Myr Group Inc/delaware. Their largest long position is Vanguard Total Stock MKT ETF at 7% of the equity book.

Opened
13
bought for the first time
Added to
36
already held, bought more
Trimmed
96
sold some, still holds it
Sold out
6
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
29%
Top 20 holdings
42%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

77% mapped to company sectors

ETF / fund or unclassified
23%
Information Technology
23%
Industrials
15%
Financials
10%
Consumer Discretionary
9%
Health Care
8%
Materials
6%
Consumer Staples
2%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Ironwood Investment Management LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$154.6B
JPMORGAN CHASE & CO79 / 80$102.8B
ROYAL BANK OF CANADA79 / 80$44.2B
UBS Group AG79 / 80$42.2B
BlackRock, Inc.78 / 80$588.4B
BANK OF AMERICA CORP /DE/78 / 80$108.7B
GOLDMAN SACHS GROUP INC78 / 80$73.4B
WELLS FARGO & COMPANY/MN78 / 80$43.4B

Ranked by how many of Ironwood Investment Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

179 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Total Stock Market ET
COM
$17.4M54.2K
7.2%
+6.9%
Added · +4K sh
2Msci Eafe
COM
$12.2M125.5K
5.1%
+3.5%
Added · +4K sh
3iShares Short Treasury Bond ET
COM
$7.1M64.6K
3.0%
+2.7%
Added · +2K sh
4MYR Group
COM
$5.0M17.7K
2.1%
−1.3%
Reduced · −226 sh
5Vicor Corp
COM
$5.0M30.9K
2.1%
−0.9%
Reduced · −269 sh
6Group 1 Automotive
COM
$4.8M14.6K
2.0%
−2.0%
Reduced · −300 sh
7Dycom Industries Inc
COM
$4.8M14.2K
2.0%
−1.2%
Reduced · −177 sh
8BridgeBio Pharma Inc.
COM
$4.5M61.0K
1.9%
−1.3%
Reduced · −834 sh
9iShares Russell 3000 ETF
COM
$4.2M11.3K
1.7%
+4.9%
Added · +524 sh
10Citigroup Inc New
COM
$4.0M35.6K
1.7%
~0%
Reduced · −4 sh
11Cytokinetics Inc
COM
$3.7M56.7K
1.6%
−0.8%
Reduced · −491 sh
12Vanguard FTSE Emerging Markets
COM
$3.7M68.6K
1.5%
+3.1%
Added · +2K sh
13Somnigroup International Inc.
COM
$3.5M47.0K
1.4%
−1.4%
Reduced · −646 sh
14Pegasystems Inc
COM
$3.3M78.4K
1.4%
−1.3%
Reduced · −1K sh
15Ttm Technologies Inc
COM
$3.2M32.6K
1.3%
−4.0%
Reduced · −1K sh
16General Mtrs Corp
COM
$3.2M42.5K
1.3%
−6.6%
Reduced · −3K sh
17Tutor Perini Corp
COM
$3.1M40.2K
1.3%
−1.1%
Reduced · −463 sh
18Sm Energy Company
COM
$3.0M95.4K
1.2%
+19%
Added · +15K sh
19Coherent Corp
COM
$2.9M12.2K
1.2%
−1.1%
Reduced · −130 sh
20Mckesson Corporation
COM
$2.9M3.3K
1.2%
−0.4%
Reduced · −12 sh
21Arrow Electronics
COM
$2.8M19.3K
1.2%
−12%
Reduced · −3K sh
22Mercury Systems
COM
$2.7M37.7K
1.1%
−4.3%
Reduced · −2K sh
23Darling Ingredients, Inc.
COM
$2.6M42.5K
1.1%
−0.2%
Reduced · −103 sh
24ASML Holding N.V.
COM
$2.6M2.0K
1.1%
+23%
Added · +366 sh
25Griffon Corp
COM
$2.5M34.6K
1.1%
−4.8%
Reduced · −2K sh
26Extreme Networks Inc.
COM
$2.4M161.4K
1.0%
+56%
Added · +58K sh
27Super Micro Computer, Inc.
COM
$2.4M104.3K
1.0%
−0.5%
Reduced · −563 sh
28Impinj, Inc.
COM
$2.3M22.7K
1.0%
+36%
Added · +6K sh
29Fidelity Total Market Index Fu
COM
$2.3M13.0K
1.0%
Held
30Koppers Holdings Inc.
COM
$2.3M59.4K
1.0%
−23%
Reduced · −18K sh
31Franco-Nevada
COM
$2.3M9.3K
1.0%
+5.6%
Added · +492 sh
32Barrett Business Services Inc.
COM
$2.2M74.5K
0.9%
−0.5%
Reduced · −343 sh
33Commercial Vehicle Group
COM
$2.2M637.0K
0.9%
Held
34Watts Water Tech Inc A Class A
COM
$2.1M7.2K
0.9%
−1.1%
Reduced · −79 sh
35Freshpet Inc.
COM
$2.1M35.2K
0.9%
+0.3%
Added · +104 sh
36NPK International, Inc.
COM
$2.0M140.6K
0.8%
−0.9%
Reduced · −1K sh
37Williams Sonoma
COM
$2.0M10.9K
0.8%
+0.5%
Added · +49 sh
38Astronics Corporation
COM
$2.0M29.4K
0.8%
−1.3%
Reduced · −386 sh
39Pfizer Incorporated
COM
$1.8M64.9K
0.8%
+18%
Added · +10K sh
40Ishares Russell 2000
COM
$1.8M7.2K
0.7%
−72%
Reduced · −18K sh
41Evolv Technologies Holdings, I
COM
$1.8M290.4K
0.7%
−1.7%
Reduced · −5K sh
42Cisco Systems Inc
COM
$1.7M22.2K
0.7%
−0.4%
Reduced · −97 sh
43Teledyne Tech Inc
COM
$1.7M2.8K
0.7%
−4.4%
Reduced · −129 sh
44Aurinia Pharmaceuticals
COM
$1.7M113.1K
0.7%
−1.4%
Reduced · −2K sh
45Hanover Insurance Group
COM
$1.6M9.2K
0.7%
−0.8%
Reduced · −78 sh
46Goodyear Tire & Rubber
COM
$1.6M240.0K
0.7%
+3.4%
Added · +8K sh
47Alphabet Inc., Class A
COM
$1.6M5.4K
0.6%
−4.2%
Reduced · −239 sh
48Cantor Equity Partners II Inc.
COM
$1.5M135.6K
0.6%
New
New position
49Microsoft Corp
COM
$1.5M4.0K
0.6%
−3.5%
Reduced · −145 sh
50Kohls
COM
$1.5M112.8K
0.6%
+1.8%
Added · +2K sh
Showing 50 of 179 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026179$239.8M13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026172$237.8M13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025171$229.3M13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025167$205.5M13F-HR

Data source

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. Price-derived performance is withheld until the price-source policy and freshness gate are green.