13F 机构持仓

Ironwood Investment Counsel, LLC

SCOTTSDALE AZ · SEC CIK 0001330463

2026Q22026Q1 更早 9 个季度 🔒
$6.94亿2026Q1 申报市值
263持仓数
28.5%前十大占比 · 第一大 4.4%
8 / 8新建仓 / 清仓
申报市值走势$7.62亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 4.4%
FNDA 4.4%
MSFT 4.4%
GOOGL 2.7%
AKRE 2.7%
JNJ 2.2%
AMZN 2.2%
FNDX 2.1%
Berkshire Hath 1.7%
SCHW 1.7%

2026Q1 买入最多 按季末市值估算

JPST 加仓+$428.58万
INTU 加仓+$351.52万
CRM 加仓+$334.50万
NOW 新建仓+$239.94万
FPE 加仓+$176.36万

2026Q1 卖出最多 按季末市值估算

KLAC 减仓-$380.66万
CMI 减仓-$321.14万
TER 减仓-$297.20万
JMST 减仓-$199.27万
FNDA 减仓-$155.65万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
V Visa $239.47万0.34%7,923 -17-0.2% -$5,138 减仓
NOW ServiceNow, Inc $239.94万0.35%22,950 22,950— $239.94万 新建仓
IWS iShares Russell Midcap Value $245.99万0.35%16,878 -2,100-11.1% -$30.61万 减仓
DOX Amdocs Limited $248.20万0.36%38,032 -5,619-12.9% -$36.67万 减仓
VEA Vanguard MSCI EAFE ETF $254.24万0.37%39,675 1530.4% $9,804 加仓
VZ Verizon Communications $264.44万0.38%52,677 -909-1.7% -$4.56万 减仓
CVX Chevron Corp $275.35万0.40%13,308 -1,071-7.4% -$22.16万 减仓
MS Morgan Stanley $283.62万0.41%17,234 2921.7% $4.81万 加仓
T AT&T $298.69万0.43%103,032 -1,000-1.0% -$2.90万 减仓
LLY Lilly Eli & Co $308.58万0.44%3,355 -16-0.5% -$1.47万 减仓
CSCO Cisco Systems Inc $309.29万0.45%39,862 -629-1.6% -$4.88万 减仓
GLW Corning Inc $317.56万0.46%23,354 -2,662-10.2% -$36.20万 减仓
EFV iShares MSCI EAFE Value Index $317.57万0.46%40,708 2540.6% $1.98万 加仓
HYD Market Vectors High-Yield Muni ETF $322.59万0.46%64,337 -1,736-2.6% -$8.70万 减仓
CCI Crown Castle International $339.49万0.49%41,752 6,23117.5% $50.67万 加仓
ELV Elevance Health Inc $345.19万0.50%11,791 2,02320.7% $59.22万 加仓
VOO Vanguard S&P 500 ETF $347.89万0.50%5,821 -389-6.3% -$23.25万 减仓
VB Vanguard Small Cap ETF $351.29万0.51%13,411 60.0% $1,572 加仓
PG Procter & Gamble $355.77万0.51%24,631 -3,204-11.5% -$46.28万 减仓
SPY SPDR S&P 500 ETF $373.23万0.54%5,739 3236.0% $21.01万 加仓
COST Costco $387.15万0.56%3,885 -294-7.0% -$29.30万 减仓
WMT Wal-Mart Stores $390.37万0.56%31,410 -226-0.7% -$2.81万 减仓
CRM Salesforce.com Inc $424.26万0.61%22,727 17,919372.7% $334.50万 加仓
INTU Intuit Inc $452.31万0.65%10,461 8,130348.8% $351.52万 加仓
TSLA Tesla Motors Inc. $452.60万0.65%12,174 2552.1% $9.48万 加仓
WDAY Workday Inc Class A $454.04万0.65%34,948 5,72619.6% $74.39万 加仓
META Meta Platforms Inc Class A $455.45万0.66%7,960 -887-10.0% -$50.75万 减仓
CAH Cardinal Health $456.94万0.66%21,624 -771-3.4% -$16.29万 减仓
GOOG Alphabet Inc Class C $465.92万0.67%16,242 -465-2.8% -$13.34万 减仓
HSY Hershey Company $468.88万0.68%22,554 7763.6% $16.13万 加仓
OGE OGE Energy Corp. $480.99万0.69%100,289 00.0% — 不变
HD Home Depot $500.26万0.72%15,210 -1,090-6.7% -$35.85万 减仓
DG Dollar General Corp $503.37万0.73%42,396 2,4086.0% $28.59万 加仓
MCK McKesson Corp $520.20万0.75%6,011 -106-1.7% -$9.17万 减仓
IBM IBM $540.34万0.78%22,292 -395-1.7% -$9.57万 减仓
— Merck & Co Inc $567.87万0.82%47,208 -2,937-5.9% -$35.33万 减仓
— Exxon Mobil $570.10万0.82%33,602 1,4464.5% $24.53万 加仓
DIS Walt Disney Co $585.37万0.84%60,735 3,2075.6% $30.91万 加仓
FPE First Trust Preferred Sec & Inc ETF $614.42万0.89%346,152 99,35940.3% $176.36万 加仓
ADBE Adobe Systems Inc $617.79万0.89%25,415 2,99313.3% $72.75万 加仓
NVDA NVIDIA Corp $641.00万0.92%36,754 7642.1% $13.32万 加仓
BUD Anheuser-Busch Inbev SA ADR $642.49万0.93%92,618 3,2793.7% $22.75万 加仓
UPS United Parcel Service B $650.36万0.94%66,107 4,8167.9% $47.38万 加仓
— Laboratory Corp of America Holdings $650.78万0.94%24,391 6742.8% $17.98万 加仓
CMCSA Comcast Corp New Cl A $652.52万0.94%227,278 26,53913.2% $76.19万 加仓
QCOM Qualcomm $681.45万0.98%52,915 3,9468.1% $50.82万 加仓
LOW Lowes Companies $682.34万0.98%28,878 2,2148.3% $52.31万 加仓
AMGN Amgen $683.87万0.99%19,436 1,0635.8% $37.40万 加仓
CMI Cummins Inc $685.33万0.99%12,738 -5,969-31.9% -$321.14万 减仓
CTVA Corteva Inc $701.40万1.01%83,789 4,2635.4% $35.69万 加仓
AVGO Broadcom Ltd $718.74万1.04%23,221 -632-2.6% -$19.56万 减仓
KLAC KLA Corporation $725.38万1.04%4,926 -2,585-34.4% -$380.66万 减仓
TER Teradyne, Inc. $750.41万1.08%25,312 -10,025-28.4% -$297.20万 减仓
— Medtronic $757.95万1.09%87,472 3,9124.7% $33.90万 加仓
PEP Pepsico Incorporated $759.15万1.09%48,886 4,1219.2% $64.00万 加仓
IWD iShares Russell 1000 Value Index $760.93万1.10%35,612 -48-0.1% -$1.03万 减仓
USB US Bancorp $804.95万1.16%154,767 4,8853.3% $25.41万 加仓
JPM JP Morgan Chase & Co $843.90万1.22%28,688 -496-1.7% -$14.59万 减仓
SYY Sysco $855.14万1.23%119,885 2,3172.0% $16.53万 加仓
IVV iShares S&P 500 Index $871.54万1.26%13,342 -306-2.2% -$19.99万 减仓
ACN Accenture PLC $922.85万1.33%46,540 6,78517.1% $134.54万 加仓
MA Mastercard $953.51万1.37%19,083 6983.8% $34.88万 加仓
LMT Lockheed Martin Corp $1,047.58万1.51%17,332 2081.2% $12.57万 加仓
JPST JPMorgan Ultra-Short Income ETF $1,124.97万1.62%222,282 84,68261.5% $428.58万 加仓
AXP American Express $1,127.98万1.62%37,290 3541.0% $10.71万 加仓
SCHW Charles Schwab Corp $1,189.77万1.71%126,598 -1,120-0.9% -$10.53万 减仓
— Berkshire Hathaway Inc Class B $1,204.99万1.74%25,145 3911.6% $18.74万 加仓
FNDX Schwab Fundamental US Large Company ETF $1,452.38万2.09%521,499 30,5346.2% $85.04万 加仓
AMZN Amazon.com Inc. $1,515.27万2.18%72,754 1,4242.0% $29.66万 加仓
JNJ Johnson & Johnson $1,541.78万2.22%63,074 -1,001-1.6% -$24.47万 减仓
AKRE Akre Focus ETF $1,843.09万2.66%348,740 4,5861.3% $24.24万 加仓
GOOGL Alphabet Inc Class A $1,858.00万2.68%64,612 -3,125-4.6% -$89.86万 减仓
MSFT Microsoft $3,034.73万4.37%81,981 -1,542-1.8% -$57.08万 减仓
FNDA Schwab Fundemental US Small Company ETF $3,049.52万4.39%940,337 -47,996-4.9% -$155.65万 减仓
AAPL Apple $3,087.12万4.45%121,640 -1,083-0.9% -$27.49万 减仓