Ironwood Investment Counsel, LLC

Q2 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
269
Total value ($000)
$762,190
Net value change ($000)
+68,039 (9.8%)
New positions
15
Sold out positions
11
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
KLAC 6,315 87.1%
AAPL 4,064 13.2%
DGRO 4,048 NEW
FNDA 4,036 13.2%
TER 3,551 47.3%
GOOGL 3,360 18.1%
JMST 3,352 170.2%
QCOM 3,078 45.2%
NOW 3,025 126.1%
FNDX 3,012 20.7%
Top Reduces (Value $000, Stocks/ETFs)
ADBE -5,623 -91.0%
WDAY -4,255 -93.7%
TTD -2,104 -100.0%
ACN -1,826 -19.8%
PEP -1,212 -16.0%
HUBB -1,177 -55.2%
XOM -1,170 -20.5%
LMT -1,124 -10.7%
DOX -972 -39.2%
MCK -773 -14.9%
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