Ironwood Investment Counsel, LLC

Q3 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
266
Total value ($000)
$771,469
Net value change ($000)
+9,279 (1.2%)
New positions
9
Sold out positions
12
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 11,244 36.9%
ACN 7,354 99.3%
AAPL 5,819 16.7%
CRM 3,165 50.1%
EFV 2,995 1047.2%
FMDE 2,939 NEW
JHMM 2,734 NEW
NOW 2,274 41.9%
META 2,230 53.3%
AMGN 1,572 20.9%
Top Reduces (Value $000, Stocks/ETFs)
KLAC -6,188 -45.6%
FNDA -3,931 -11.4%
DGRO -3,833 -94.7%
TER -3,441 -31.1%
JMST -2,982 -56.0%
CMI -2,979 -38.7%
GLW -2,730 -48.9%
BRK-B -2,165 -17.0%
IBM -1,602 -26.5%
JPST -1,492 -13.2%
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