IRONWOOD INVESTMENT MANAGEMENT LLC

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
172
Total value ($000)
$237,833
Net value change ($000)
+8,496 (3.7%)
New positions
10
Sold out positions
9
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 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)
SHV 2,860 70.3%
VICR 1,863 120.0%
BBIO 1,511 47.0%
VTI 1,310 8.4%
PNFP 1,081 NEW
EFA 1,000 9.4%
CSV 993 NEW
COHR 943 71.0%
GM 804 27.8%
DY 654 15.6%
Top Reduces (Value $000, Stocks/ETFs)
SMCI -1,977 -39.2%
PI -1,227 -29.7%
PINNACLE FINANCIAL PARTNERS INC -1,062 -100.0%
VGK -749 -100.0%
GPI -682 -10.4%
BBSI -608 -18.3%
ASPN -574 -61.4%
PGY -526 -29.7%
AEM -505 -37.9%
ZS -449 -25.1%
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