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IRONWOOD INVESTMENT COUNSEL, LLC

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SCOTTSDALE AZ Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Ironwood Investment Counsel is based out of Scottsdale. Ironwood Investment Counsel is a large advisory firm with 516 clients and discretionary assets under management (AUM) of $1,179,401,550 (Form ADV from 2023-03-15). Their last reported 13F filing for Q4 2023 included $534,915,419 in managed 13F securities and a top 10 holdings concentration of 26.02%. Ironwood Investment Counsel's largest holding is Microsoft Corp. with shares held of 94,290. Whalewisdom has at least 77 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 6.63%
AAPL Apple Inc 4.88%
FNDA Schwab Fundamental U 2.04%
ACN Accenture Plc 1.91%
GOOGL Alphabet Inc. Class 1.87%

2023-12-31

13F Activity

Market Value $0.53b, Prior: $475m
New Purchases 18 stocks
Added To 50 stocks
Sold out of 9 stocks
Reduced holdings in 149 stocks
Top 10 Holdings % 26.02%
Turnover %[1] 10.67%
Turnover Alt %[2] 4.21%
Time Held Top 20 16.55 quarters
Time Held Top 10 10.4 quarters
Time Held All 22.02 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance