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Home > Institutional Investor > Ironwood Investment Counsel, Llc > Profile

Instuitional Investor - Ironwood Investment Counsel, Llc

Fund Profile
Filing Period:
Fund Name: Ironwood Investment Counsel, Llc
Portfolio Value $584,426,610
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 90,525 $38,156,698 6.52%
2.
Apple Inc.
 AAPL 132,230 $33,113,198 5.66%
3.
Schwab Strategic Trust
 FNDF 985,457 $29,268,092 5%
4.
Alphabet Inc.
 GOOGL 73,837 $13,977,346 2.39%
5.
Amazon Com Inc
 AMZN 62,577 $13,728,916 2.34%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)