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IIM

Ironwood Investment Management Portfolio holdings

AUM $240M
1-Year Est. Return 45.82%
This Fund
S&P 500
This Quarter Est. Return
+5.22%
1 Year Est. Return
+45.82%
3 Year Est. Return
+149.14%
5 Year Est. Return
+180.33%
10 Year Est. Return
+990.3%
AUM
$238M
AUM Growth
+$8.5M
Cap. Flow
+$3.92M
Cap. Flow %
1.65%
Top 10 Hldgs %
29.62%
Holding
180
New
9
Increased
36
Reduced
86
Closed
8

Top Buys

Rank Stock Value
1
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$2.88M
2
CSV icon
Carriage Services
CSV
+$1.02M
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$964K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$688K
5
PRCH icon
Porch Group
PRCH
+$598K

Top Sells

Rank Stock Value
1
PI icon
Impinj
PI
+$1.1M
2
BW icon
Babcock & Wilcox
BW
+$793K
3
VGK icon
Vanguard FTSE Europe ETF
VGK
+$749K
4
CSCO icon
Cisco
CSCO
+$557K
5
AEM icon
Agnico Eagle Mines
AEM
+$508K

Sector Composition

Rank Sector Weight
1 Technology 21.52%
2 Industrials 14.84%
3 Consumer Discretionary 11.27%
4 Financials 9.51%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFE icon
51
Pfizer
PFE
$150B
$1.37M 0.58%
55,190
+4,000
+8% +$101K
BDC icon
52
Belden
BDC
$5.39B
$1.37M 0.58%
11,751
– –
ZS icon
53
Zscaler
ZS
$28.7B
$1.34M 0.56%
5,962
-11
-0.2% -$3.1K
UFPI icon
54
UFP Industries
UFPI
$5.06B
$1.34M 0.56%
14,700
-198
-1% -$18.1K
ZETA icon
55
Zeta Global
ZETA
$7.17B
$1.33M 0.56%
65,146
-161
-0.2% -$3.01K
CRM icon
56
Salesforce
CRM
$158B
$1.32M 0.56%
4,997
– –
PGR icon
57
Progressive
PGR
$121B
$1.31M 0.55%
5,758
-25
-0.4% -$5.65K
V icon
58
Visa
V
$671B
$1.25M 0.52%
3,552
+12
+0.3% +$4.09K
FAST icon
59
Fastenal
FAST
$59.9B
$1.25M 0.52%
31,039
+110
+0.4% +$4.63K
PGY icon
60
Pagaya Technologies
PGY
$1.69B
$1.24M 0.52%
59,503
-124
-0.2% -$3.16K
BHR
61
Braemar Hotels & Resorts
BHR
$139M
$1.24M 0.52%
431,444
– –
CADE
62
DELISTED
Cadence Bank
CADE
$1.23M 0.52%
28,596
-58
-0.2% -$2.3K
CBT icon
63
Cabot Corp
CBT
$4.46B
$1.2M 0.51%
18,151
-22
-0.1% -$1.46K
DHR icon
64
Danaher
DHR
$145B
$1.18M 0.5%
5,167
+1,367
+36% +$301K
SPGI icon
65
S&P Global
SPGI
$121B
$1.12M 0.47%
2,150
+371
+21% +$184K
OTIS icon
66
Otis Worldwide
OTIS
$28.2B
$1.1M 0.46%
12,611
+44
+0.4% +$3.94K
QTRX icon
67
Quanterix
QTRX
$139M
$1.1M 0.46%
172,330
-21,744
-11% -$135K
ZTS icon
68
Zoetis
ZTS
$30.4B
$1.09M 0.46%
8,643
+27
+0.3% +$3.52K
PNFP icon
69
Pinnacle Financial Partners Inc
PNFP
$16.1B
$1.08M 0.45%
11,327
– –
KRNT icon
70
Kornit Digital
KRNT
$817M
$1.07M 0.45%
74,273
-211
-0.3% -$2.89K
NATL icon
71
NCR Atleos
NATL
$3.47B
$1.06M 0.45%
27,908
-750
-3% -$28.1K
ORI icon
72
Old Republic International
ORI
$10.3B
$1.02M 0.43%
22,458
-36
-0.2% -$1.56K
NVO
73
Novo Nordisk
NVO
$203B
$1.02M 0.43%
20,103
-297
-1% -$15.2K
JPM icon
74
JPMorgan Chase
JPM
$971B
$1.02M 0.43%
3,154
– –
SPSC icon
75
SPS Commerce
SPSC
$2.75B
$1.01M 0.42%
11,330
-273
-2% -$25.3K
1 2
3
4 5

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FWP
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WWA
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DCC
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LOM
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Ironwood Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Ironwood Investment Management held 180 positions worth $238M, up 3.7% from $229M the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Ironwood Investment Management's Q4 2025 filing shows 9 new, 36 increased, 86 reduced and 8 closed positions. Its largest new stake was Carriage Services: 23,468 shares worth $993K. The largest sale was Impinj, an estimated $1.1M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 23% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Ironwood Investment Management's largest Q4 2025 buy was Carriage Services: 23,468 shares worth $993K.
  • Ironwood Investment Management added most to iShares 0-1 Year Treasury Bond ETF in Q4 2025, an estimated $2.88M increase.
  • Ironwood Investment Management's biggest Q4 2025 reduction was Impinj, cutting an estimated $1.1M.
  • Ironwood Investment Management fully exited Vanguard FTSE Europe ETF in Q4 2025, selling an estimated $749K.
  • Ironwood Investment Management's ten largest holdings make up 30% of its $238M portfolio in Q4 2025.
  • Ironwood Investment Management opened 9 new positions and closed 8 in Q4 2025.
  • Ironwood Investment Management's portfolio value rose 3.7% quarter-over-quarter to $238M.

Based on Ironwood Investment Management's 13F filing for Q4 2025, filed 12 Feb 2026.