Ironwood Investment Counsel, LLC

Q3 2025 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
9/30/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
262
Total value ($000)
$685,920
Net value change ($000)
+38,745 (6.0%)
New positions
17
Sold out positions
11
Turnover %
8.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/8/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 18,245 NEW
AMZN 15,611 NEW
JPST 10,006 445.9%
ADBE 6,563 NEW
AAPL 5,215 19.7%
GOOGL 4,197 NEW
JMST 3,779 246.0%
DOX 2,641 NEW
ELV 2,550 NEW
TER 2,309 64.7%
Top Reduces (Value $000, Stocks/ETFs)
SPGI -15,902 -93.8%
T -6,720 -70.2%
META -4,383 -38.8%
FNDA -1,546 -4.6%
CAH -1,362 -25.6%
CHRW -1,241 -73.6%
IBM -831 -11.1%
ACN -791 -9.4%
HYD -703 -16.4%
UPS -696 -12.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type