Long-term investor
Ironwood Investment Counsel, LLC @ironwoodinvestmentcounse
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001330463).
Record
- Tracked since 2025-06-30 (446 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days +6.3% · 6 months n/a · 1 year +11.0% · all +11.0%
- Max drawdown n/a · win rate 30% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.6% · long · since 2025-06-30
- 808524763 · 4.5% · long · since 2025-06-30
- MSFT · 4.0% · long · since 2025-06-30
- GOOGL · 2.9% · long · since 2025-09-30
- 74316P579 · 2.4% · long · since 2025-12-31
- 808524771 · 2.3% · long · since 2025-06-30
- AMZN · 2.3% · long · since 2025-09-30
- JNJ · 2.1% · long · since 2025-06-30
- KLAC · 1.8% · long · since 2025-06-30
- 084670207 · 1.7% · long · since 2025-06-30
- AXP · 1.6% · long · since 2025-06-30
- SCHW · 1.5% · long · since 2025-06-30