Ironwood Investment Management Llc Portfolio Stock Holdings
Ironwood Investment Management Llc disclosed 179 stock positions valued at approximately $239.8 million in its latest SEC 13F filing. The largest holdings include Vanguard Total Stock Market ET, Msci Eafe, and iShares Short Treasury Bond ET. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 179
- Portfolio Value
- $239.8M
Holdings by Sector
Ironwood Investment Management Llc Portfolio Holdings in Q1 2026
167 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ET | VTI | Other | 7.25% | 54,181 | +3,511 | +6.93% | $17,381,807 |
| Msci Eafe | EFA | Other | 5.09% | 125,547 | +4,195 | +3.46% | $12,194,380 |
| iShares Short Treasury Bond ET | SHV | Other | 2.97% | 64,616 | +1,699 | +2.70% | $7,132,960 |
| MYR Group | MYRG | Industrials | 2.08% | 17,693 | -226 | -1.26% | $4,995,088 |
| Vicor Corp | VICR | Technology | 2.07% | 30,889 | -269 | -0.86% | $4,973,129 |
| Group 1 Automotive | GPI | Consumer Cyclical | 2.02% | 14,627 | -300 | -2.01% | $4,836,125 |
| Dycom Industries Inc | DY | Industrials | 2.01% | 14,192 | -177 | -1.23% | $4,808,533 |
| BridgeBio Pharma Inc. | BBIO | Healthcare | 1.89% | 60,960 | -834 | -1.35% | $4,526,890 |
| iShares Russell 3000 ETF | IWV | Other | 1.74% | 11,282 | +524 | +4.87% | $4,182,012 |
| Citigroup Inc New | C | Financial Services | 1.68% | 35,562 | -4 | -0.01% | $4,033,086 |
| Cytokinetics Inc | CYTK | Healthcare | 1.56% | 56,738 | -491 | -0.86% | $3,739,602 |
| Vanguard FTSE Emerging Markets | VWO | Other | 1.55% | 68,590 | +2,061 | +3.10% | $3,707,289 |
| Somnigroup International Inc. | TPX | Consumer Cyclical | 1.45% | 46,975 | -646 | -1.36% | $3,472,392 |
| Pegasystems Inc | PEGA | Technology | 1.39% | 78,365 | -1,022 | -1.29% | $3,335,214 |
| Ttm Technologies Inc | TTMI | Technology | 1.33% | 32,617 | -1,365 | -4.02% | $3,177,548 |
| General Mtrs Corp | GM | Consumer Cyclical | 1.32% | 42,500 | -3,000 | -6.59% | $3,166,250 |
| Tutor Perini Corp | TPC | Industrials | 1.29% | 40,212 | -463 | -1.14% | $3,103,964 |
| Sm Energy Company | SM | Energy | 1.24% | 95,390 | +15,300 | +19.10% | $2,974,260 |
| Coherent Corp | COHR | Technology | 1.21% | 12,182 | -130 | -1.06% | $2,901,874 |
| Mckesson Corporation | MCK | Healthcare | 1.19% | 3,305 | -12 | -0.36% | $2,860,015 |
| Arrow Electronics | ARW | Technology | 1.15% | 19,295 | -2,600 | -11.87% | $2,767,096 |
| Mercury Systems | MRCY | Industrials | 1.15% | 37,678 | -1,716 | -4.36% | $2,747,103 |
| Darling Ingredients, Inc. | DAR | Consumer Defensive | 1.10% | 42,465 | -103 | -0.24% | $2,626,460 |
| ASML Holding N.V. | ASML | Other | 1.09% | 1,973 | +366 | +22.78% | $2,605,998 |
| Griffon Corp | GFF | Industrials | 1.05% | 34,647 | -1,748 | -4.80% | $2,518,144 |
| Extreme Networks Inc. | EXTR | Technology | 1.01% | 161,362 | +58,048 | +56.19% | $2,433,339 |
| Super Micro Computer, Inc. | SMCI | Other | 0.99% | 104,318 | -563 | -0.54% | $2,375,321 |
| Impinj, Inc. | PI | Technology | 0.97% | 22,710 | +6,056 | +36.36% | $2,332,317 |
| Koppers Holdings Inc. | KOP | Basic Materials | 0.96% | 59,416 | -18,000 | -23.25% | $2,298,211 |
| Franco-Nevada | FNV | Basic Materials | 0.96% | 9,302 | +492 | +5.58% | $2,298,059 |
| Barrett Business Services Inc. | BBSI | Industrials | 0.91% | 74,489 | -343 | -0.46% | $2,173,589 |
| Commercial Vehicle Group | CVGI | Consumer Cyclical | 0.91% | 637,040 | - | - | $2,172,306 |
| Watts Water Tech Inc A Class A | WTS | Industrials | 0.87% | 7,209 | -79 | -1.08% | $2,092,701 |
| Freshpet Inc. | FRPT | Consumer Defensive | 0.87% | 35,207 | +104 | +0.30% | $2,075,805 |
| NPK International, Inc. | NR | Energy | 0.85% | 140,616 | -1,282 | -0.90% | $2,037,526 |
| Williams Sonoma | WSM | Consumer Cyclical | 0.83% | 10,926 | +49 | +0.45% | $1,992,138 |
| Astronics Corporation | ATRO | Industrials | 0.82% | 29,407 | -386 | -1.30% | $1,962,329 |
| Pfizer Incorporated | PFE | Healthcare | 0.76% | 64,890 | +9,700 | +17.58% | $1,822,111 |
| Ishares Russell 2000 | IWM | Other | 0.75% | 7,244 | -18,228 | -71.56% | $1,796,512 |
| Evolv Technologies Holdings, I | EVLV | Industrials | 0.73% | 290,388 | -5,050 | -1.71% | $1,756,847 |
| Cisco Systems Inc | CSCO | Technology | 0.72% | 22,200 | -97 | -0.44% | $1,722,498 |
| Teledyne Tech Inc | TDY | Technology | 0.70% | 2,772 | -129 | -4.45% | $1,677,088 |
| Aurinia Pharmaceuticals | AUPH | Healthcare | 0.70% | 113,066 | -1,554 | -1.36% | $1,675,638 |
| Hanover Insurance Group | THG | Financial Services | 0.67% | 9,237 | -78 | -0.84% | $1,601,234 |
| Goodyear Tire & Rubber | GT | Consumer Cyclical | 0.66% | 240,000 | +8,000 | +3.45% | $1,591,200 |
| Alphabet Inc., Class A | GOOGL | Communication Services | 0.65% | 5,394 | -239 | -4.24% | $1,551,099 |
| Microsoft Corp | MSFT | Technology | 0.61% | 3,966 | -145 | -3.53% | $1,468,093 |
| Kohls | KSS | Consumer Cyclical | 0.61% | 112,800 | +2,000 | +1.81% | $1,455,120 |
| Intl Business Machines | IBM | Technology | 0.60% | 5,944 | +120 | +2.06% | $1,440,765 |
| Steven Madden Ltd | SHOO | Consumer Cyclical | 0.59% | 41,676 | -446 | -1.06% | $1,413,650 |
| Fastenal Co Com | FAST | Industrials | 0.57% | 29,631 | -1,408 | -4.54% | $1,374,878 |
| UFP Industries | UFPI | Basic Materials | 0.57% | 14,725 | +25 | +0.17% | $1,356,467 |
| Cabot Corp | CBT | Basic Materials | 0.56% | 17,966 | -185 | -1.02% | $1,353,019 |
| Belden Inc | BDC | Technology | 0.56% | 11,751 | - | - | $1,349,367 |
| Schwab Emerging Mrkets Equity | SCHE | Other | 0.54% | 39,470 | +31,270 | +381.34% | $1,300,536 |
| LSB Industries | LXU | Basic Materials | 0.53% | 85,224 | +3,557 | +4.36% | $1,269,838 |
| NCR Atleos Corp. | NATL | Technology | 0.51% | 27,908 | - | - | $1,216,231 |
| Beacon Financial Corporation | BHLB | Financial Services | 0.50% | 40,327 | +15,839 | +64.68% | $1,209,810 |
| ACI Worldwide, Inc | ACIW | Technology | 0.49% | 28,563 | -441 | -1.52% | $1,171,369 |
| Onto Innovation | ONTO | Technology | 0.49% | 5,688 | -64 | -1.11% | $1,166,438 |
| Progressive Corp Ohio | PGR | Financial Services | 0.47% | 5,699 | -59 | -1.02% | $1,129,770 |
| TRI Pointe Group, Inc. | TPH | Consumer Cyclical | 0.47% | 23,975 | -236 | -0.97% | $1,120,352 |
| Pagaya Technologies Ltd. | PGY | Other | 0.46% | 94,311 | +34,808 | +58.50% | $1,098,723 |
| Huntington Bancshares | HBAN | Financial Services | 0.46% | 70,078 | +70,078 | +100.00% | $1,096,721 |
| Kornit Digital Ltd. | KRNT | Other | 0.45% | 73,655 | -618 | -0.83% | $1,079,782 |
| Carriage Services Inc. | CSV | Consumer Cyclical | 0.45% | 23,468 | - | - | $1,071,549 |
| Auto Data Processing | ADP | Technology | 0.44% | 5,235 | -249 | -4.54% | $1,063,647 |
| Visa Cl A | V | Financial Services | 0.43% | 3,392 | -160 | -4.50% | $1,025,198 |
| Zeta Global Holdings Corp. | ZETA | Technology | 0.43% | 64,177 | -969 | -1.49% | $1,021,698 |
| Braemar Hotels Resorts | BHR | Real Estate | 0.42% | 431,444 | - | - | $1,018,208 |
| Denali Therapeutics | DNLI | Healthcare | 0.42% | 52,062 | +1,129 | +2.22% | $999,590 |
| Zoetis Inc. | ZTS | Healthcare | 0.41% | 8,259 | -384 | -4.44% | $976,296 |
| Wheaton Precious Metals Corp. | WPM | Basic Materials | 0.40% | 7,376 | -349 | -4.52% | $966,330 |
| Anika Therapeutics, Inc. | ANIK | Healthcare | 0.40% | 65,567 | -43 | -0.07% | $950,721 |
| Danaher | DHR | Healthcare | 0.39% | 4,927 | -240 | -4.64% | $934,159 |
| Salesforce.com Inc | CRM | Technology | 0.39% | 4,994 | -3 | -0.06% | $932,230 |
| Otis Worldwide Corp | OTIS | Industrials | 0.39% | 12,042 | -569 | -4.51% | $928,197 |
| Jpmorgan Chase & Co | JPM | Financial Services | 0.39% | 3,154 | - | - | $927,781 |
| Kopin Corporation | KOPN | Technology | 0.39% | 411,563 | -6,235 | -1.49% | $926,017 |
| Intercontinental Exchange, Inc | ICE | Financial Services | 0.38% | 5,848 | -283 | -4.62% | $919,773 |
| Costco | COST | Consumer Defensive | 0.38% | 919 | +919 | +100.00% | $915,719 |
| Old Republic Intl Corp | ORI | Financial Services | 0.37% | 22,248 | -210 | -0.94% | $887,695 |
| Goosehead Insurance Inc. | GSHD | Financial Services | 0.36% | 20,432 | +20,432 | +100.00% | $871,629 |
| S&P Global Inc. | SPGI | Financial Services | 0.36% | 2,049 | -101 | -4.70% | $871,522 |
| Zscaler Inc. | ZS | Technology | 0.34% | 5,796 | -166 | -2.78% | $813,121 |
| Fifth Third Bancorp Com | FITB | Financial Services | 0.34% | 17,398 | - | - | $808,311 |
| Sunopta Inc F | STKL | Consumer Defensive | 0.33% | 123,236 | +2,007 | +1.66% | $798,569 |
| Callaway Golf Co. | MODG | Consumer Cyclical | 0.33% | 56,749 | -262 | -0.46% | $787,676 |
| Porch Group Inc. | PRCH | Technology | 0.32% | 107,891 | +58,221 | +117.22% | $773,578 |
| Goldman Sachs Group | GS | Financial Services | 0.31% | 889 | -50 | -5.32% | $752,085 |
| Babcock & Wilcox Enterprises, | BW | Industrials | 0.31% | 49,857 | -577 | -1.14% | $732,399 |
| General Electric Company | GE | Industrials | 0.30% | 2,523 | -3 | -0.12% | $715,957 |
| Novo-Nordisk A/S | NVO | Healthcare | 0.29% | 19,195 | -908 | -4.52% | $705,416 |
| TriCo Bancshares | TCBK | Financial Services | 0.29% | 14,611 | -184 | -1.24% | $694,607 |
| Compass Minerals International | CMP | Basic Materials | 0.28% | 28,884 | -126 | -0.43% | $674,441 |
| Trimas | TRS | Consumer Cyclical | 0.28% | 18,673 | -126 | -0.67% | $671,108 |
| NCR Voyix Corp. | VYX | Technology | 0.28% | 105,920 | +25,000 | +30.89% | $670,474 |
| indie Semiconductor, Inc. | INDI | Technology | 0.28% | 207,437 | +3,468 | +1.70% | $667,947 |
| United Natural Foods | UNFI | Consumer Defensive | 0.28% | 14,811 | -142 | -0.95% | $667,384 |
| iShares 0-3 Month Treasury Bon | SGOV | Other | 0.27% | 6,468 | -1,000 | -13.39% | $651,069 |