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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 $578,877,674
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 90,941 $34,138,434 5.9%
2.
Schwab Strategic Trust
 FNDF 1,245,013 $34,100,928 5.89%
3.
Apple Inc.
 AAPL 126,191 $28,030,810 4.84%
4.
Berkshire Hathaway Inc
 BRK.A 24,571 $13,086,447 2.26%
5.
Amazon Com Inc
 AMZN 67,650 $12,871,217 2.22%
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)