Ironwood Investment Management LLC Top Holdings and 13F Report (2025) About Ironwood Investment Management LLCInvestment ActivityIronwood Investment Management LLC has $200.85 million in total holdings as of December 31, 2024.Ironwood Investment Management LLC owns shares of 169 different stocks, but just 71 companies or ETFs make up 80% of its holdings.Approximately 4.31% of the portfolio was purchased this quarter.About 5.29% of the portfolio was sold this quarter.This quarter, Ironwood Investment Management LLC has purchased 174 new stocks and bought additional shares in 78 stocks.Ironwood Investment Management LLC sold shares of 34 stocks and completely divested from 14 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $12,961,752iShares Russell 2000 ETF $8,729,246iShares MSCI EAFE ETF $8,163,990Group 1 Automotive $7,155,466Freshpet $5,499,621 Largest New Holdings this Quarter Super Micro Computer, Inc. $2,984,663 HoldingSprout Social $655,536 HoldingAstronics $438,549 HoldingTarget $404,188 HoldingPagaya Technologies Ltd. $288,399 Holding Largest Purchases this Quarter Super Micro Computer, Inc. 97,922 shares (about $2.98M)Sprout Social 21,346 shares (about $655.54K)iShares Russell 2000 ETF 2,861 shares (about $632.17K)Astronics 27,478 shares (about $438.55K)Target 2,990 shares (about $404.19K) Largest Sales this Quarter Barrett Business Services 12,293 shares (about $534.01K)TTM Technologies 17,621 shares (about $436.12K)Legg Mason WA US TSY Res Inst 297,493 shares (about $297.49K)Group 1 Automotive 500 shares (about $210.74K)Progressive 377 shares (about $90.33K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIronwood Investment Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$12,961,752$77,089 ▲0.6%44,7256.5%ETFIWMiShares Russell 2000 ETF$8,729,246$632,167 ▲7.8%39,5064.3%FinanceEFAiShares MSCI EAFE ETF$8,163,990$10,812 ▼-0.1%107,9754.1%FinanceGPIGroup 1 Automotive$7,155,466$210,740 ▼-2.9%16,9773.6%Retail/WholesaleFRPTFreshpet$5,499,621$49,173 ▲0.9%37,1322.7%Consumer StaplesPEGAPegasystems$3,871,808$26,655 ▲0.7%41,5431.9%Computer and TechnologySHViShares Short Treasury Bond ETF$3,489,386$65,405 ▲1.9%31,6901.7%ETFPIImpinj$3,431,622$41,690 ▼-1.2%23,6241.7%Computer and TechnologyBBSIBarrett Business Services$3,377,156$534,008 ▼-13.7%77,7431.7%Business ServicesIWViShares Russell 3000 ETF$3,278,324$2,006 ▲0.1%9,8081.6%ETFSuper Micro Computer, Inc.$2,984,663$2,984,663 ▲New Holding97,9221.5%COMCCitigroup$2,979,1160.0%42,3231.5%FinanceTPXTempur Sealy International$2,817,210$16,497 ▲0.6%49,6951.4%Retail/WholesaleMYRGMYR Group$2,793,306$132,257 ▲5.0%18,7761.4%UtilitiesKOPKoppers$2,783,678$226,800 ▲8.9%85,9161.4%Basic MaterialsCYTKCytokinetics$2,779,358$21,638 ▼-0.8%59,0851.4%MedicalGFFGriffon$2,665,1420.0%37,3951.3%Multi-Sector ConglomeratesDYDycom Industries$2,575,218$15,491 ▲0.6%14,7951.3%ConstructionARWArrow Electronics$2,550,290$11,312 ▲0.4%22,5451.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$2,531,727$4,184 ▼-0.2%57,4871.3%ETFBECNBeacon Roofing Supply$2,484,139$35,858 ▲1.5%24,4551.2%Retail/WholesaleGMGeneral Motors$2,477,0550.0%46,5001.2%Auto/Tires/TrucksSPSCSPS Commerce$2,188,193$5,704 ▼-0.3%11,8931.1%Business ServicesFidelity Total Market Index Fu$2,067,685$77,411 ▼-3.6%12,8211.0%OTHWSMWilliams-Sonoma$2,019,203$9,815 ▼-0.5%10,9041.0%Retail/WholesaleMCKMcKesson$1,988,9860.0%3,4901.0%MedicalEXTRExtreme Networks$1,803,584$13,091 ▲0.7%107,7410.9%Computer and TechnologyUFPIUFP Industries$1,765,789$17,461 ▲1.0%15,6750.9%ConstructionCSCOCisco Systems$1,763,894$59 ▲0.0%29,7960.9%Computer and TechnologyBBIOBridgeBio Pharma$1,733,028$9,275 ▲0.5%63,1570.9%MedicalMRCYMercury Systems$1,721,748$12,600 ▲0.7%40,9940.9%AerospaceMSFTMicrosoft$1,721,473$9,695 ▲0.6%4,0840.9%Computer and TechnologyNVONovo Nordisk A/S$1,712,830$15,140 ▲0.9%19,9120.9%MedicalCRMSalesforce$1,708,092$3,343 ▼-0.2%5,1090.9%Computer and TechnologyADPAutomatic Data Processing$1,591,866$12,880 ▲0.8%5,4380.8%Business ServicesVICRVicor$1,571,318$8,698 ▲0.6%32,5190.8%Computer and TechnologyACIWACI Worldwide$1,565,138$11,784 ▲0.8%30,1510.8%Computer and TechnologyWTSWatts Water Technologies$1,557,888$20,737 ▲1.3%7,6630.8%Computer and TechnologyTHGThe Hanover Insurance Group$1,500,666$13,146 ▲0.9%9,7030.7%FinanceSHOOSteven Madden$1,488,285$10,290 ▲0.7%35,0020.7%Consumer DiscretionaryPGRProgressive$1,444,609$90,333 ▼-5.9%6,0290.7%FinanceIBMInternational Business Machines$1,434,3900.0%6,5250.7%Computer and TechnologyCBTCabot$1,426,993$9,131 ▲0.6%15,6280.7%Basic MaterialsDARDarling Ingredients$1,413,531$10,006 ▲0.7%41,9570.7%Consumer StaplesKSSKohl's$1,404,000$185,328 ▲15.2%100,0000.7%Retail/WholesaleZTSZoetis$1,361,117$11,079 ▲0.8%8,3540.7%MedicalTDYTeledyne Technologies$1,334,838$10,211 ▲0.8%2,8760.7%AerospaceSMSM Energy$1,325,2040.0%34,1900.7%Oils/EnergyBDCBelden$1,323,2800.0%11,7510.7%Industrial ProductsCVGICommercial Vehicle Group$1,300,363$129,659 ▲11.1%524,3400.6%Auto/Tires/TrucksPNFPPinnacle Financial Partners$1,295,6960.0%11,3270.6%FinanceNCRNCR$1,251,4130.0%90,4200.6%Computer and TechnologyNCR Atleos Corp.$1,245,542$55,968 ▼-4.3%36,7200.6%COMZeta Global Holdings Corp.$1,225,875$6,225 ▲0.5%68,1420.6%COMCOHRCoherent$1,225,522$10,704 ▲0.9%12,9370.6%Business ServicesEVLVEvolv Technologies$1,208,321$6,683 ▲0.6%305,9040.6%Computer and TechnologyBHRBraemar Hotels & Resorts$1,207,332$75,486 ▲6.7%402,4440.6%FinanceSGOViShares 0-3 Month Treasury Bond ETF$1,194,3100.0%11,9050.6%ETFTPCTutor Perini$1,177,378$5,953 ▲0.5%48,6520.6%ConstructionOTISOtis Worldwide$1,157,903$9,168 ▲0.8%12,5030.6%ConstructionBBarnes Group$1,147,4730.0%24,2800.6%Industrial ProductsNRNewpark Resources$1,129,791$18,055 ▲1.6%147,3000.6%Oils/EnergyZSZscaler$1,127,382$11,546 ▲1.0%6,2490.6%Computer and TechnologyVVisa$1,114,041$8,849 ▲0.8%3,5250.6%Business ServicesFASTFastenal$1,106,551$9,133 ▲0.8%15,3880.6%Retail/WholesaleGOOGLAlphabet$1,057,240$8,140 ▲0.8%5,5850.5%Computer and TechnologyCADECadence Bank$1,039,356$12,195 ▲1.2%30,1700.5%FinancePFEPfizer$1,031,7520.0%38,8900.5%MedicalSTKLSunOpta$1,023,168$11,927 ▲1.2%132,8790.5%Consumer StaplesCHDChurch & Dwight$999,980$7,853 ▲0.8%9,5500.5%Consumer StaplesJPMJPMorgan Chase & Co.$947,8130.0%3,9540.5%FinanceFITBFifth Third Bancorp$946,9870.0%22,3980.5%FinanceTPHTri Pointe Homes$929,561$7,760 ▲0.8%25,6360.5%ConstructionTTMITTM Technologies$883,303$436,120 ▼-33.1%35,6890.4%Computer and TechnologySPGIS&P Global$881,513$7,470 ▲0.9%1,7700.4%Business ServicesMKCMcCormick & Company, Incorporated$879,810$28,971 ▲3.4%11,5400.4%Consumer StaplesDHRDanaher$867,469$6,886 ▲0.8%3,7790.4%MedicalFNVFranco-Nevada$859,230$27,281 ▲3.3%7,3070.4%Basic MaterialsORIOld Republic International$849,922$10,893 ▲1.3%23,4850.4%FinanceINDIindie Semiconductor$848,212$295,294 ▲53.4%209,4350.4%Computer and TechnologyAUPHAurinia Pharmaceuticals$846,904$10,138 ▲1.2%94,3100.4%MedicalGTGoodyear Tire & Rubber$791,100$261,000 ▲49.2%87,9000.4%Auto/Tires/TrucksDNLIDenali Therapeutics$744,807$774 ▼-0.1%36,5460.4%MedicalICEIntercontinental Exchange$712,417$93,876 ▲15.2%4,7810.4%FinanceSONOSonos$702,428$26,801 ▲4.0%46,7040.3%Consumer DiscretionaryTCBKTriCo Bancshares$684,779$11,056 ▲1.6%15,6700.3%FinanceSPTSprout Social$655,536$655,536 ▲New Holding21,3460.3%Computer and TechnologySMARSmartsheet$651,909$10,253 ▲1.6%11,6350.3%Computer and TechnologyENOVEnovis$621,121$23,915 ▲4.0%14,1550.3%MedicalAEMAgnico Eagle Mines$615,278$4,849 ▲0.8%7,8670.3%Basic MaterialsAPAMArtisan Partners Asset Management$603,174$9,600 ▲1.6%14,0110.3%FinanceLXULSB Industries$595,162$1,222 ▲0.2%78,4140.3%Multi-Sector ConglomeratesEVHEvolent Health$585,810$314,179 ▲115.7%52,0720.3%Computer and TechnologyGSThe Goldman Sachs Group$537,6900.0%9390.3%FinanceTNCTennant$536,875$6,441 ▲1.2%6,5850.3%Industrial ProductsBANCBanc of California$533,556$5,086 ▲1.0%34,5120.3%FinanceMNTXManitex International$530,236$8,410 ▲1.6%91,4200.3%Industrial ProductsCATCaterpillar$507,8640.0%1,4000.3%Industrial ProductsVanguard Developed Markets Ind$498,602$7,327 ▲1.5%32,4610.2%OTHWSFSWSFS Financial$492,5150.0%9,2700.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
