Ironwood Investment Counsel
Ironwood Investment Counsel reported 267 stocks worth $762M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are AAPL (4.6%), FNDA (4.5%) and MSFT (4.0%). Compared with Q1 2026, the fund opened new positions in DGRO, added to FNDX, JNJ and KLAC, trimmed AAPL, FNDA and MSFT and sold out of TTD, PLTR and CIEN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $34.9M | 4.6% | 121K | −910 (−1%) | 8 of 8 | |
| 2 |  FNDA Schwab Fundamental U.s. Small Company ETF | $34.5M | 4.5% | 907K | −33K (−4%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $30.5M | 4.0% | 82K | −217 (−0%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $21.9M | 2.9% | 61K | −3,219 (−5%) | 7 of 8 | |
| 5 |  AKRE Akre Focus ETF | $18.2M | 2.4% | 343K | −6,178 (−2%) | 3 of 8 | |
| 6 |  FNDX Schwab Fundamental U.s. Large Company ETF | $17.5M | 2.3% | 564K | +42K (+8%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $17.3M | 2.3% | 73K | −222 (−0%) | 7 of 8 | |
| 8 |  JNJ Johnson & Johnson | $16.2M | 2.1% | 64K | +721 (+1%) | 8 of 8 | |
| 9 |  KLAC Kla Corp | $13.6M | 1.8% | 45K | +40K (+813%) | 8 of 8 | |
| 10 | Berkshire Hathaway Cl B | $12.7M | 1.7% | 25K | +327 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TTD The Trade Desk Inc | $2.1M | 93K |
 PLTR Palantir Technologies Inc | $728K | 4,975 |
 CIEN Ciena Corp | $306K | 788 |
 ED Consolidated Edison Inc | $259K | 2,284 |
 TSEM Tower Semiconductor Ltd | $243K | 1,384 |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ironwood Investment Counsel 13F FAQ
What does Ironwood Investment Counsel own?
Ironwood Investment Counsel reported 267 stocks worth $762M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are AAPL (4.6%), FNDA (4.5%) and MSFT (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did Ironwood Investment Counsel buy and sell in Q2 2026?
Compared with Q1 2026: 15 new positions, 84 added to, 113 trimmed and 11 sold out. New positions include DGRO. It sold all of TTD, PLTR and CIEN.
When will Ironwood Investment Counsel file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Ironwood Investment Counsel's portfolio worth?
The Q2 2026 filing reports $762M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.