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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
ANIK icon
101
Anika Therapeutics
ANIK
$295M
$631K 0.27%
65,610
+37,413
+133% +$358K
GEOS icon
102
Geospace Technologies
GEOS
$67.9M
$622K 0.26%
36,776
-80
-0.2% -$1.61K
LDOS icon
103
Leidos
LDOS
$17.6B
$595K 0.25%
3,300
– –
CMP icon
104
Compass Minerals
CMP
$1.12B
$570K 0.24%
29,010
-247
-0.8% -$4.57K
BNY
105
Bank of New York Mellon
BNY
$111B
$563K 0.24%
4,847
– –
QRVO icon
106
Qorvo
QRVO
$8.67B
$549K 0.23%
6,494
– –
HBM icon
107
Hudbay
HBM
$12.4B
$547K 0.23%
27,581
– –
IWF icon
108
iShares Russell 1000 Growth ETF
IWF
$128B
$547K 0.23%
4,624
+1,000
+28% +$118K
APAM icon
109
Artisan Partners
APAM
$2.97B
$541K 0.23%
13,286
-26
-0.2% -$1.11K
WSFS icon
110
WSFS Financial
WSFS
$4.15B
$512K 0.22%
9,270
– –
UNFI icon
111
United Natural Foods
UNFI
$2.9B
$503K 0.21%
14,953
-23
-0.2% -$855
AAPL icon
112
Apple
AAPL
$4.41T
$499K 0.21%
1,836
– –
TNC icon
113
Tennant Co
TNC
$1.18B
$465K 0.2%
6,305
-13
-0.2% -$994
STKL
114
DELISTED
SunOpta
STKL
$461K 0.19%
121,229
-6,537
-5% -$29.7K
META icon
115
Meta Platforms (Facebook)
META
$1.47T
$455K 0.19%
690
– –
PRCH icon
116
Porch Group
PRCH
$1.83B
$453K 0.19%
+49,670
New +$598K
PEP icon
117
PepsiCo
PEP
$189B
$422K 0.18%
2,940
– –
COLB icon
118
Columbia Banking Systems
COLB
$9.12B
$417K 0.18%
14,912
-24
-0.2% -$650
CARG icon
119
CarGurus
CARG
$3.29B
$413K 0.17%
10,777
-23
-0.2% -$829
AZTA icon
120
Azenta
AZTA
$1.47B
$411K 0.17%
+12,367
New +$404K
TRNS icon
121
Transcat
TRNS
$915M
$411K 0.17%
+7,241
New +$451K
GEV icon
122
GE Vernova
GEV
$277B
$407K 0.17%
623
– –
CAT icon
123
Caterpillar
CAT
$393B
$401K 0.17%
700
-700
-50% -$389K
IWD icon
124
iShares Russell 1000 Value ETF
IWD
$84B
$393K 0.17%
1,867
– –
BA icon
125
Boeing
BA
$183B
$383K 0.16%
1,766
– –
3 4
5
6 7

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RTL
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CIA
Caerus Investment Advisors West Lake Hills, Texas $240M AUM 27.37% 1-Year Est. Return
FWP
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WWA
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P
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DCC
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LOM
LTS One Management New York $239M AUM 18.42% 1-Year Est. Return

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.