Ironwood Investment Counsel, LLC

Q1 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
264
Total value ($000)
$694,151
Net value change ($000)
-21,931 (-3.1%)
New positions
9
Sold out positions
12
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
JPST 4,289 61.6%
INTU 2,979 192.9%
CRM 2,969 233.0%
NOW 2,399 NEW
LMT 2,193 26.5%
JNJ 2,158 16.3%
XOM 1,831 47.3%
CTVA 1,683 31.6%
FPE 1,647 36.6%
PEP 1,167 18.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -10,047 -24.9%
AKRE -4,115 -18.3%
CMI -2,696 -28.2%
GOOGL -2,622 -12.4%
AAPL -2,493 -7.5%
AXP -2,385 -17.5%
JMST -1,990 -50.3%
KLAC -1,873 -20.5%
WDAY -1,736 -27.7%
ADBE -1,669 -21.3%
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