Ironwood Investment Counsel, LLC

Q4 2025 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
267
Total value ($000)
$716,082
Net value change ($000)
+30,162 (4.4%)
New positions
15
Sold out positions
11
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AKRE 22,546 NEW
IWD 3,726 98.7%
ACN 3,068 40.4%
GOOGL 2,957 16.2%
IWS 2,020 307.5%
AAPL 1,685 5.3%
AMGN 1,517 33.7%
VTI 1,405 161.7%
ADBE 1,284 19.6%
JNJ 1,268 10.6%
Top Reduces (Value $000, Stocks/ETFs)
FISV -7,103 -100.0%
JPST -5,289 -43.2%
MSFT -3,993 -9.0%
EFV -2,702 -91.5%
HD -1,379 -19.7%
JMST -1,355 -25.5%
FNDA -1,103 -3.4%
META -1,080 -15.6%
SYY -847 -8.9%
LH -841 -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