SEC 13F Intelligence

Managers / Q2 2019 · view latest →

Ironwood Investment Counsel, LLC

CIK 0001330463 · THE SCOTTSDALE FORUM, 6263 N. SCOTTSDALE ROAD, SUITE 200, SCOTTSDALE, AZ, 85250 · 602-493-4042

Reported Value
$262M
Q2 2019
Positions
161
Filings on Record
32
2019–present window
Filed
Jul 30, 2019
amendment (RESTATEMENT)

Summary

Ironwood Investment Counsel, Llc reported $262M in U.S.-listed holdings across 161 positions for Q2 2019.

Its largest position, MSFT, represents 6.5% of the portfolio.

Compared with Q1 2019, the fund opened 10 new positions and exited 3.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $228MQ4 ’18Q1 ’19: $254MQ2 ’19: $262MQ3 ’19: $271MQ4 ’19: $292MQ4 ’19Q1 ’20: $254MQ2 ’20: $328MQ3 ’20: $370MQ4 ’20: $440MQ4 ’20Q1 ’21: $348MQ2 ’21: $376MQ3 ’21: $390MQ4 ’21: $438MQ4 ’21Q1 ’22: $407MQ2 ’22: $356MQ3 ’22: $350MQ4 ’22: $412.3BQ4 ’22Q1 ’23: $420MQ2 ’23: $445MQ3 ’23: $475MQ4 ’23: $535MQ4 ’23Q1 ’24: $573MQ2 ’24: $560MQ3 ’24: $601MQ4 ’24: $584MQ4 ’24Q1 ’25: $579MQ2 ’25: $647MQ3 ’25: $686MQ4 ’25: $716MQ4 ’25Q1 ’26: $694Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 80.1%Other: 9.7%ETP: 4.6%ADR: 3.5%REIT: 1.0%Other: 1.1%
  • Common Stock · 80.1% · $210M
  • Other · 9.7% · $25M
  • ETP · 4.6% · $12M
  • ADR · 3.5% · $9M
  • REIT · 1.0% · $3M
  • Other · 1.1% · $3M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$694M264May 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$716M267Feb 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$686M263Nov 5, 202513F-HRchanges · EDGAR ↗
Q2 2025$647M267Aug 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$579M240May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$584M246Feb 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$601M256Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$560M257Aug 5, 202413F-HRchanges · EDGAR ↗
Q1 2024$573M257May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$535M253Feb 8, 202413F-HRchanges · EDGAR ↗
Q3 2023$475M244Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$445M217Aug 8, 202313F-HRchanges · EDGAR ↗
Q1 2023$420M209May 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$412.3B206Feb 2, 202313F-HRchanges · EDGAR ↗
Q3 2022$350M182Nov 9, 202213F-HRchanges · EDGAR ↗
Q2 2022$356M190Aug 4, 202213F-HRchanges · EDGAR ↗
Q1 2022$407M212May 9, 202213F-HRchanges · EDGAR ↗
Q4 2021$438M214Feb 4, 202213F-HRchanges · EDGAR ↗
Q3 2021$390M199Nov 4, 202113F-HRchanges · EDGAR ↗
Q2 2021$376M201Aug 6, 202113F-HRchanges · EDGAR ↗
Q1 2021$348M200May 3, 202113F-HRchanges · EDGAR ↗
Q4 2020$440M213Feb 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$370M192Nov 16, 2020RESTATEMENTchanges · EDGAR ↗
Q2 2020$328M190Aug 11, 202013F-HRchanges · EDGAR ↗
Q1 2020$254M168Apr 29, 202013F-HRchanges · EDGAR ↗
Q4 2019$292M172Feb 10, 202013F-HRchanges · EDGAR ↗
Q3 2019$271M168Nov 7, 201913F-HRchanges · EDGAR ↗
Q2 2019$262M161Jul 30, 2019RESTATEMENTchanges · EDGAR ↗
Q1 2019$254M154May 1, 201913F-HRchanges · EDGAR ↗
Q4 2018$228M150Jan 25, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.