Q2 2026 13F · SEC CIK 1330463

Ironwood Investment Counsel, LLC

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $762.2M
Reported positions: 267
Top holdings a year, 3 yrs: +12.8%
Assets under management: $1.8B

Ironwood Investment Counsel, LLC is a wealth manager that reported 267 positions worth $762.2M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Apple Inc (AAPL, 4.6%), Schwab Strategic Tr (FNDA, 4.5%), Microsoft Corp (MSFT, 4.0%). A portfolio copying its top holdings returned 12.8% a year over the last 3 years, against 20.4% for the S&P 500.

Ironwood Investment Counsel, LLC holdings largest 50 of 267 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Ironwood Investment Counsel, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	4.6%	4.4%	120,730	-0.7%	$34.9M
FNDASchwab Strategic Tr	4.5%	4.4%	907,290	-3.5%	$34.5M
MSFTMicrosoft Corp	4.0%	4.4%	81,764	-0.3%	$30.5M
GOOGLAlphabet Inc	2.9%	2.7%	61,393	-5.0%	$21.9M
AKREProfesionally Managed Portfo	2.4%	2.7%	342,562	-1.8%	$18.2M
FNDXSchwab Strategic Tr	2.3%	2.1%	563,849	+8.1%	$17.5M
AMZNAmazon Com Inc	2.3%	2.2%	72,532	-0.3%	$17.3M
JNJJohnson & Johnson	2.1%	2.2%	63,795	+1.1%	$16.2M
KLACKla Corp	1.8%	1.0%	44,974	+813.0%	$13.6M
BRK-ABerkshire Hathaway Cl B	1.7%	1.7%	25,472	+1.3%	$12.7M
AXPAmerican Express Co	1.6%	1.6%	37,095	-0.5%	$12.5M
SCHWCharles Schwab Corp (the)	1.5%	1.7%	125,392	-1.0%	$11.6M
JPSTJ P Morgan Exchange Traded F	1.5%	1.6%	223,060	+0.4%	$11.3M
TERTeradyne Inc	1.4%	1.1%	22,848	-9.7%	$11.1M
SYYSysco Corp	1.4%	1.2%	124,169	+3.6%	$10.4M
MAMastercard Incorporated	1.3%	1.4%	19,417	+1.8%	$10.0M
QCOMQualcomm Inc	1.3%	1.0%	53,528	+1.2%	$9.9M
IVVIshares Tr	1.3%	1.3%	13,185	-1.2%	$9.9M
USBUS Bancorp	1.3%	1.2%	157,862	+2.0%	$9.5M
JPMJpmorgan Chase & Co	1.2%	1.2%	29,069	+1.3%	$9.5M
IWDIshares Tr	1.2%	1.1%	38,693	+8.7%	$9.4M
LMTLockheed Martin Corp	1.2%	1.5%	18,356	+5.9%	$9.4M
AVGOBroadcom Inc	1.2%	1.0%	23,390	+0.7%	$8.8M
NVDANvidia Corporation	1.0%	0.9%	39,561	+7.6%	$7.9M
BUDAnheuser Busch Inbev SA NV	1.0%	0.9%	93,717	+1.2%	$7.7M
CMICummins Inc	1.0%	1.0%	10,802	-15.2%	$7.7M
UPSUnited Parcel Svcs Inc	1.0%	0.9%	71,478	+8.1%	$7.7M
AMGNAmgen Inc	1.0%	1.0%	20,809	+7.1%	$7.5M
ACNAccenture PLC Ireland	1.0%	1.3%	59,493	+27.8%	$7.4M
MDTMedtronic Inc	1.0%	1.1%	93,385	+6.8%	$7.3M
CTVACorteva Inc	0.9%	1.0%	84,523	+0.9%	$7.2M
50540R409Laboratory Amer Hldgs Com New	0.9%	0.9%	24,995	+2.5%	$7.0M
LOWLowes Cos Inc	0.9%	1.0%	29,792	+3.2%	$6.6M
PEPPepsico Inc	0.8%	1.1%	47,118	-3.6%	$6.4M
CRMSalesforce Inc	0.8%	—	40,315	—	$6.3M
MRKMerck Co	0.8%	0.8%	47,608	+0.8%	$6.1M
FPEFirst Tr Exch Traded Fd III	0.8%	0.9%	338,684	-2.2%	$6.1M
IBMInternational Business Machs	0.8%	0.8%	21,510	-3.5%	$6.0M
CMCSAComcast Corp New	0.8%	0.9%	245,297	+7.9%	$6.0M
DISDisney Walt Co	0.8%	0.8%	62,038	+2.1%	$6.0M
GOOGAlphabet Inc	0.8%	0.7%	16,537	+1.8%	$5.8M
GLWCorning Inc	0.7%	—	21,867	—	$5.6M
HDHome Depot Inc	0.7%	0.7%	15,530	+2.1%	$5.5M
NOWServicenow Inc	0.7%	—	54,629	—	$5.4M
DGDollar Gen Corp	0.7%	0.7%	46,735	+10.2%	$5.4M
JMSTJ P Morgan Exchange Traded F	0.7%	—	104,355	—	$5.3M
TSLATesla Inc	0.7%	—	12,451	—	$5.2M
CAHCardinal Health Inc	0.6%	0.7%	20,768	-4.0%	$4.9M
OGEOge Energy Corp	0.6%	0.7%	100,289	+0.0%	$4.9M
ELVElevance Health Inc Formerly	0.6%	—	12,386	—	$4.8M

What Ironwood Investment Counsel, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

Reduced

CMI Cummins Inc-15.2% shares
TER Teradyne Inc-9.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.6% /yr; S&P 500 +20.1%
3 years: +12.8% /yr; S&P 500 +20.4%
5 years: +7.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$762.2M	267
Q1 2026	$694.2M	263
Q4 2025	$716.1M	266
Q3 2025	$685.9M	262
Q2 2025	$647.2M	256
Q1 2025	$578.9M	240
Q4 2024	$584.4M	246
Q3 2024	$600.6M	256
Q2 2024	$559.9M	257
Q1 2024	$573.3M	257
Q4 2023	$534.9M	253
Q3 2023	$475.1M	244

Questions about Ironwood Investment Counsel, LLC's portfolio

What stocks does Ironwood Investment Counsel, LLC own?

Ironwood Investment Counsel, LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 267 positions worth $762.2M. The largest are Apple Inc (AAPL) at 4.6%, Schwab Strategic Tr (FNDA) at 4.5%, Microsoft Corp (MSFT) at 4.0%, Alphabet Inc (GOOGL) at 2.9% and Profesionally Managed Portfo (AKRE) at 2.4%.

What did Ironwood Investment Counsel, LLC buy last quarter?

In Q2 2026, Ironwood Investment Counsel, LLC added Kla Corp (KLAC) (+813.0% shares), Accenture PLC Ireland (ACN) (+27.8% shares) and Dollar Gen Corp (DG) (+10.2% shares), compared with its Q1 2026 filing.

What did Ironwood Investment Counsel, LLC sell last quarter?

In Q2 2026, Ironwood Investment Counsel, LLC cut from its top 50 Adobe Inc (ADBE), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Mckesson Corp (MCK), cut from its top 50 Hershey Co (HSY), cut from its top 50 Meta Platforms Inc (META), Cummins Inc (CMI) (-15.2% shares) and Teradyne Inc (TER) (-9.7% shares), compared with its Q1 2026 filing.

How has Ironwood Investment Counsel, LLC's portfolio performed?

A portfolio copying Ironwood Investment Counsel, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.6% against +20.1%. Over 5 years: +7.1% a year against +11.6%.

When is Ironwood Investment Counsel, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Ironwood Investment Counsel, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Ironwood Investment Counsel, LLC manage?

Ironwood Investment Counsel, LLC reported $1.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $762.2M.