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Holders — by stockHoldings — by fund

Ironwood Investment Counsel, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001330463

$762.2M

disclosed book value

267

positions

4.6%

largest position share

Positions, as of 2026-06-30

top 100 of 267 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLApple120,730$34.9M4.6%
2FNDASchwab Fundemental US Small Company ETF907,290$34.5M4.5%
3MSFTMicrosoft81,764$30.5M4%
4GOOGLAlphabet Inc Class A61,393$21.9M2.9%
5AKREAkre Focus ETF342,562$18.2M2.4%
6FNDXSchwab Fundamental US Large Company ETF563,849$17.5M2.3%
7AMZNAmazon.com Inc.72,532$17.3M2.3%
8JNJJohnson & Johnson63,795$16.2M2.1%
9KLACKLA Corporation44,974$13.6M1.8%
10Berkshire Hathaway Inc Class B25,472$12.7M1.7%
11AXPAmerican Express37,095$12.5M1.6%
12SCHWCharles Schwab Corp125,392$11.6M1.5%
13JPSTJPMorgan Ultra-Short Income ETF223,060$11.3M1.5%
14TERTeradyne, Inc.22,848$11.1M1.5%
15SYYSysco124,169$10.4M1.4%
16MAMastercard19,417$10.0M1.3%
17QCOMQualcomm53,528$9.9M1.3%
18IVViShares S&P 500 Index13,185$9.9M1.3%
19USBUS Bancorp157,862$9.5M1.3%
20JPMJP Morgan Chase & Co29,069$9.5M1.2%
21IWDiShares Russell 1000 Value Index38,693$9.4M1.2%
22LMTLockheed Martin Corp18,356$9.4M1.2%
23AVGOBroadcom Ltd23,390$8.8M1.2%
24NVDANVIDIA Corp39,561$7.9M1%
25BUDAnheuser-Busch Inbev SA ADR93,717$7.7M1%
26CMICummins Inc10,802$7.7M1%
27UPSUnited Parcel Service B71,478$7.7M1%
28AMGNAmgen20,809$7.5M1%
29Accenture PLC59,493$7.4M1%
30Medtronic93,385$7.3M1%
31CTVACorteva Inc84,523$7.2M0.9%
32Laboratory Corp of America Holdings24,995$7.0M0.9%
33LOWLowes Companies29,792$6.6M0.9%
34PEPPepsico Incorporated47,118$6.4M0.8%
35CRMSalesforce.com Inc40,315$6.3M0.8%
36Merck & Co Inc47,608$6.1M0.8%
37FPEFirst Trust Preferred Sec & Inc ETF338,684$6.1M0.8%
38IBMIBM21,510$6.0M0.8%
39CMCSAComcast Corp New Cl A245,297$6.0M0.8%
40DISWalt Disney Co62,038$6.0M0.8%
41GOOGAlphabet Inc Class C16,537$5.8M0.8%
42GLWCorning Inc21,867$5.6M0.7%
43HDHome Depot15,530$5.5M0.7%
44NOWServiceNow, Inc54,629$5.4M0.7%
45DGDollar General Corp46,735$5.4M0.7%
46JMSTJPMorgan Ultra-Short Municipal Inc ETF104,355$5.3M0.7%
47TSLATesla Motors Inc.12,451$5.2M0.7%
48CAHCardinal Health20,768$4.9M0.6%
49OGEOGE Energy Corp.100,289$4.9M0.6%
50ELVElevance Health Inc12,386$4.8M0.6%
51INTUIntuit Inc17,918$4.7M0.6%
52CSCOCisco Systems Inc39,232$4.6M0.6%
53EXMOCExxon Mobil33,141$4.5M0.6%
54MCKMcKesson Corp5,861$4.4M0.6%
55LLYLilly Eli & Co3,573$4.3M0.6%
56HSYHershey Company24,291$4.3M0.6%
57METAMeta Platforms Inc Class A7,425$4.2M0.5%
58CCICrown Castle International55,104$4.2M0.5%
59VBVanguard Small Cap ETF13,467$4.1M0.5%
60DGROiShares Expanded Tech-Software Sector ETF44,676$4.0M0.5%
61SPYSPDR S&P 500 ETF5,375$4.0M0.5%
62MSMorgan Stanley18,033$3.8M0.5%
63VOOVanguard S&P 500 ETF5,406$3.7M0.5%
64COSTCostco3,901$3.6M0.5%
65PGProcter & Gamble24,582$3.6M0.5%
66WMTWal-Mart Stores30,953$3.5M0.5%
67CATCaterpillar Inc2,965$3.2M0.4%
68HYDMarket Vectors High-Yield Muni ETF61,014$3.1M0.4%
69EFViShares MSCI EAFE Value Index40,224$3.1M0.4%
70VEAVanguard MSCI EAFE ETF39,261$2.8M0.4%
71IWSiShares Russell Midcap Value16,336$2.7M0.4%
72VVisa7,672$2.6M0.3%
73VTIVanguard Total Stock Market ETF6,818$2.5M0.3%
74QQQPowershares QQQ3,346$2.5M0.3%
75LRCXEURLam Research Corporation5,567$2.4M0.3%
76VZVerizon Communications56,412$2.4M0.3%
77VCITVanguard Interm-Tm Corp Bd Idx ETF28,801$2.4M0.3%
78APDAir Prod & Chemicals Inc7,909$2.3M0.3%
79AMDAdvanced Micro Devices3,987$2.3M0.3%
80TAT&T111,883$2.3M0.3%
81ABBVAbbVie Inc9,119$2.3M0.3%
82OMCOmnicom Group Inc29,831$2.2M0.3%
83CVXChevron Corp13,050$2.2M0.3%
84NTAPNetApp, Inc.13,372$2.1M0.3%
85INTCIntel Corporation14,655$2.0M0.3%
86MCDMcDonalds7,363$2.0M0.3%
87MDLZMondelez International Inc34,301$2.0M0.3%
88ESEversource Energy27,034$2.0M0.3%
89SCHDSchwab U.S. Dividend Equity ETF61,335$1.9M0.3%
90EFGiShares MSCI EAFE Growth Index15,338$1.9M0.3%
91AGGiShares Barclays Aggregate Bond18,785$1.9M0.2%
92VIGVanguard Div Apprciation7,591$1.8M0.2%
93PAYXPaychex Inc18,208$1.8M0.2%
94KOCoca Cola21,802$1.8M0.2%
95Eaton Corp PLC4,135$1.8M0.2%
96TJXT J X Cos Inc11,557$1.8M0.2%
97BENFranklin Resources Inc51,976$1.7M0.2%
98TROWT. Rowe Price Group Inc15,138$1.7M0.2%
99TSMTaiwan Semiconductr Adrf3,559$1.7M0.2%
100BROBrown & Brown Inc26,188$1.7M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.