Ironwood Investment Counsel, LLC

CIK 0001330463 · SCOTTSDALE, AZ · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

Ironwood Investment Counsel, LLC reported 267 positions worth $762.2M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: AAPL (4.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$762.2M
2026 Q2
Positions
267
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
28.5%
Est. Net Flow (Q)
2026 Q2
10 / 267 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAppleSH$34.9M4.58%120,730
2FNDASchwab Fundemental US Small Company ETFSH$34.5M4.53%907,290
3MSFTMicrosoftSH$30.5M4.00%81,764
4GOOGLAlphabet Inc Class ASH$21.9M2.88%61,393
5AKREAkre Focus ETFSH$18.2M2.39%342,562
6FNDXSchwab Fundamental US Large Company ETFSH$17.5M2.30%563,849
7AMZNAmazon.com Inc.SH$17.3M2.27%72,532
8JNJJohnson & JohnsonSH$16.2M2.13%63,795
9KLACKLA CorporationSH$13.6M1.78%44,974
10084670207Berkshire Hathaway Inc Class BSH$12.7M1.67%25,472

The free plan shows the top 10 positions. The remaining 257 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Ironwood Investment Counsel, LLC hold as of Q2 2026?

Ironwood Investment Counsel, LLC reported 267 positions worth $762.2M in its Q2 2026 13F filing. Largest positions: AAPL (4.6%), FNDA (4.5%), MSFT (4.0%), GOOGL (2.9%) and AKRE (2.4%).

What did Ironwood Investment Counsel, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Ironwood Investment Counsel, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.