Ironwood Investment Counsel, LLC
264 holdingsFiling period: 2026-03-31Current AUM: $760.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple | 121.6K | $30.9M | $37.6M | 4.94% | -1,083 | 2026-03-31 |
| 2 | FNDA | Schwab Fundemental US Small Company ETF | 940.3K | $30.5M | $34.9M | 4.60% | -47,996 | 2026-03-31 |
| 3 | MSFT | Microsoft | 82.0K | $30.3M | $38.1M | 5.01% | -1,542 | 2026-03-31 |
| 4 | GOOGL | Alphabet Inc Class A | 64.6K | $18.6M | $23.0M | 3.03% | -3,125 | 2026-03-31 |
| 5 | AKRE | Akre Focus ETF | 348.7K | $18.4M | $20.0M | 2.64% | +4.6K | 2026-03-31 |
| 6 | JNJ | Johnson & Johnson | 63.1K | $15.4M | $16.2M | 2.13% | -1,001 | 2026-03-31 |
| 7 | AMZN | Amazon.com Inc. | 72.8K | $15.2M | $19.8M | 2.60% | +1.4K | 2026-03-31 |
| 8 | FNDX | Schwab Fundamental US Large Company ETF | 521.5K | $14.5M | $16.6M | 2.18% | +30.5K | 2026-03-31 |
| 9 | BRK-B | Berkshire Hathaway Inc Class B | 25.1K | $12.0M | $12.0M | 1.58% | +391 | 2026-03-31 |
| 10 | SCHW | Charles Schwab Corp | 126.6K | $11.9M | $13.3M | 1.75% | -1,120 | 2026-03-31 |
| 11 | AXP | American Express | 37.3K | $11.3M | $12.5M | 1.65% | +354 | 2026-03-31 |
| 12 | JPST | JPMorgan Ultra-Short Income ETF | 222.3K | $11.2M | $11.2M | 1.48% | +84.7K | 2026-03-31 |
| 13 | LMT | Lockheed Martin Corp | 17.3K | $10.5M | $10.1M | 1.33% | +208 | 2026-03-31 |
| 14 | MA | Mastercard | 19.1K | $9.5M | $10.9M | 1.44% | +698 | 2026-03-31 |
| 15 | — | Accenture PLC | 46.5K | $9.2M | $9.2M | 1.21% | +6.8K | 2026-03-31 |
| 16 | IVV | iShares S&P 500 Index | 13.3K | $8.7M | $10.0M | 1.32% | -306 | 2026-03-31 |
| 17 | SYY | Sysco | 119.9K | $8.6M | $10.2M | 1.34% | +2.3K | 2026-03-31 |
| 18 | JPM | JP Morgan Chase & Co | 28.7K | $8.4M | $10.1M | 1.33% | -496 | 2026-03-31 |
| 19 | USB | US Bancorp | 154.8K | $8.0M | $9.8M | 1.28% | +4.9K | 2026-03-31 |
| 20 | IWD | iShares Russell 1000 Value Index | 35.6K | $7.6M | $9.0M | 1.18% | -48 | 2026-03-31 |
| 21 | PEP | Pepsico Incorporated | 48.9K | $7.6M | $6.8M | 0.90% | +4.1K | 2026-03-31 |
| 22 | — | Medtronic | 87.5K | $7.6M | $7.6M | 1.00% | +3.9K | 2026-03-31 |
| 23 | TER | Teradyne, Inc. | 25.3K | $7.5M | $9.3M | 1.22% | -10,025 | 2026-03-31 |
| 24 | KLAC | KLA Corporation | 4.9K | $7.3M | $901K | 0.12% | -2,585 | 2026-03-31 |
| 25 | AVGO | Broadcom Ltd | 23.2K | $7.2M | $9.0M | 1.19% | -632 | 2026-03-31 |
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