Ironwood Investment Counsel, LLC
•CIK: 1330463•Filing: Q4 2025
**Ironwood Investment Counsel, LLC** manages $716M across a diversified portfolio of 266 positions. The firm maintains significant exposure to mega-cap technology and financial sectors, highlighted by top holdings including MSFT at $40.4M and AAPL at $33.4M. Further concentration is visible in FNDA ($31.1M) and GOOGL ($21.2M). This allocation suggests a core strategy focused on established market leaders across technology, finance, and healthcare.
Total AUM
$716.1M
QoQ Performance
+4.4%
Positions
266
Top 10 Concentration
31.2%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
MSFT5.6%
AAPL4.7%
FNDA4.3%
AKRE3.1%
GOOGL3.0%
AMZN2.3%
AXP1.9%
FNDX1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other47.9%
Technology23.4%
Financial7.9%
Consumer6.6%
Healthcare3.9%
Industrial3.2%
ETF2.4%
Communication2.2%
🚪 Exited Positionssold since Q3 2025
+59 more exited positions
Changes from Q3 2025
NEW2 new positions
↑76 increased
↓100 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023