Ironwood Investment Counsel, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Ironwood Investment Counsel, LLC reported 267 stock positions worth $762.2 million. Its top holding was Apple (AAPL) at 4.6% of the portfolio, followed by Schwab Fndmntl US SM Co. ETF (FNDA, 4.5%) and Microsoft (MSFT, 4.0%). Compared with Q1 2026, it opened 14 new positions, sold out of 11, added to 83 and reduced 121. The biggest buy was a new position in iShares Core Dividend Growth (DGRO) and the biggest sale Adobe (ADBE, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0001330463
- Portfolio Value
- $762.2M (Q2 2026)
- SEC Filing
- 0001330463-26-000003 ↗ filed Aug 6, 2026
Holdings Value
Holdings 267 stocks · $762.2M
| AAPL Apple Inc. | 4.58% | 120,730 | $34.9M | Reduce -0.8% |
| FNDA Schwab Fndmntl US SM Co. ETF | 4.53% | 907,290 | $34.5M | Reduce -3.5% |
| MSFT Microsoft Corp. | 4.00% | 81,764 | $30.5M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 2.88% | 61,393 | $21.9M | Reduce -5.0% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 2.39% | 342,562 | $18.2M | Reduce -1.8% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.30% | 563,849 | $17.5M | Add +8.1% |
| AMZN Amazon.com Inc. | 2.27% | 72,532 | $17.3M | Reduce -0.3% |
| JNJ Johnson & Johnson | 2.13% | 63,795 | $16.2M | Add +1.1% |
| KLAC KLA Corp. | 1.78% | 44,974 | $13.6M | Reduce -8.7% |
| BERKSHIRE HATHAWAY INC | 1.67% | 25,472 | $12.7M | Add +1.3% |
| AXP American Express Co. | 1.65% | 37,095 | $12.5M | Reduce -0.5% |
| SCHW Schwab (charles) Corp. | 1.52% | 125,392 | $11.6M | Reduce -0.9% |
| JPST JPMorgan Ultra-Short Income | 1.48% | 223,060 | $11.3M | Add +0.3% |
| TER Teradyne Inc. | 1.45% | 22,848 | $11.1M | Reduce -9.7% |
| SYY Sysco Corp. | 1.36% | 124,169 | $10.4M | Add +3.6% |
| MA Mastercard Inc. Class A | 1.31% | 19,417 | $10.0M | Add +1.8% |
| QCOM Qualcomm Inc. | 1.30% | 53,528 | $9.9M | Add +1.2% |
| IVV iShares Core S&P 500 ETF | 1.30% | 13,185 | $9.9M | Reduce -1.2% |
| USB US Bancorp | 1.25% | 157,862 | $9.5M | Add +2.0% |
| JPM JPMorgan Chase & Co. | 1.25% | 29,069 | $9.5M | Add +1.3% |
| IWD iShares Russell 1000 Value E | 1.23% | 38,693 | $9.4M | Add +8.7% |
| LMT Lockheed Martin Corp. | 1.23% | 18,356 | $9.4M | Add +5.9% |
| AVGO Broadcom Inc. | 1.16% | 23,390 | $8.8M | Add +0.7% |
| NVDA Nvidia Corp. | 1.04% | 39,561 | $7.9M | Add +7.6% |
| BUD Anheuser-Busch Inbev-SPN ADR | 1.01% | 93,717 | $7.7M | Add +1.2% |
| CMI Cummins Inc. | 1.01% | 10,802 | $7.7M | Reduce -15.2% |
| UPS United Parcel Service Class B | 1.01% | 71,478 | $7.7M | Add +8.1% |
| AMGN Amgen Inc. | 0.99% | 20,809 | $7.5M | Add +7.1% |
| ACN Accenture PLC Class A | 0.97% | 59,493 | $7.4M | Add +27.8% |
| MDT Medtronic Inc | 0.96% | 93,385 | $7.3M | Add +6.8% |
| CTVA Corteva Inc. | 0.94% | 84,523 | $7.2M | Add +0.9% |
| LH Laboratory CRP of Amer Hldgs filed as LABCORP HOLDINGS INC. | 0.92% | 24,995 | $7.0M | Add +2.5% |
| LOW Lowe's Cos Inc. | 0.86% | 29,792 | $6.6M | Add +3.2% |
| PEP Pepsico Inc. | 0.84% | 47,118 | $6.4M | Reduce -3.6% |
| CRM Salesforce Inc. | 0.83% | 40,315 | $6.3M | Add +77.4% |
| MRK Merck & Co Inc | 0.80% | 47,608 | $6.1M | Add +0.8% |
| FPE FT-Preferred Secur & Inc. ETF | 0.79% | 338,684 | $6.1M | Reduce -2.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.79% | 21,510 | $6.0M | Reduce -3.5% |
| CMCSA Comcast Corp. Class A | 0.79% | 245,297 | $6.0M | Add +7.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.78% | 62,038 | $6.0M | Add +2.1% |
| GOOG Alphabet Inc. Class C | 0.77% | 16,537 | $5.8M | Add +1.8% |
| GLW Corning Inc. | 0.73% | 21,867 | $5.6M | Reduce -6.4% |
| HD Home Depot Inc. | 0.72% | 15,530 | $5.5M | Add +2.1% |
| NOW ServiceNow Inc. | 0.71% | 54,629 | $5.4M | Add +138.0% |
| DG Dollar General Corp. | 0.71% | 46,735 | $5.4M | Add +10.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.70% | 104,355 | $5.3M | Add +170.1% |
| TSLA Tesla Inc. | 0.69% | 12,451 | $5.2M | Add +2.3% |
| CAH Cardinal Health Inc. | 0.65% | 20,768 | $4.9M | Reduce -4.0% |
| OGE Oge Energy Corp. | 0.64% | 100,289 | $4.9M | No change |
| ELV Elevance Health Inc. | 0.63% | 12,386 | $4.8M | Add +5.0% |
| INTU Intuit Inc. | 0.61% | 17,918 | $4.7M | Add +71.3% |
| CSCO Cisco Systems Inc. | 0.60% | 39,232 | $4.6M | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 0.59% | 33,141 | $4.5M | Reduce -1.4% |
| MCK McKesson Corp. | 0.58% | 5,861 | $4.4M | Reduce -2.5% |
| LLY Eli Lilly & Co. | 0.56% | 3,573 | $4.3M | Add +6.5% |
| DGRO iShares Core Dividend Growth | 0.56% | 47,522 | $4.3M | New |
| HSY The Hershey Co. | 0.56% | 24,291 | $4.3M | Add +7.7% |
| META Meta Platforms Inc. Class A | 0.55% | 7,425 | $4.2M | Reduce -6.7% |
| CCI Crown Castle Inc. | 0.55% | 55,104 | $4.2M | Add +32.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.54% | 13,467 | $4.1M | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 5,375 | $4.0M | Reduce -6.3% |
| MS Morgan Stanley | 0.49% | 18,033 | $3.8M | Add +4.6% |
| VOO Vanguard S&P 500 ETF | 0.49% | 5,406 | $3.7M | Reduce -7.1% |
| COST Costco Wholesale Corp. | 0.48% | 3,901 | $3.6M | Add +0.4% |
| PG The Procter & Gamble Co. | 0.47% | 24,582 | $3.6M | Reduce -0.2% |
| WMT Walmart Inc. | 0.46% | 30,953 | $3.5M | Reduce -1.4% |
| EFV iShares MSCI Eafe Value ETF | 0.44% | 41,517 | $3.4M | Add +2.0% |
| CAT Caterpillar Inc. | 0.41% | 2,965 | $3.2M | No change |
| HYD Vaneck High Yield Muni ETF | 0.41% | 61,014 | $3.1M | Reduce -5.2% |
| VEA Vanguard Ftse Developed ETF | 0.37% | 39,261 | $2.8M | Reduce -1.0% |
| IWS iShares Russell Mid-Cap Valu | 0.35% | 16,336 | $2.7M | Reduce -3.2% |
| V Visa Inc. Class A | 0.35% | 7,672 | $2.6M | Reduce -3.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 6,818 | $2.5M | Add +0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 3,346 | $2.5M | Reduce -3.4% |
| LRCX Lam Research Corp. | 0.32% | 5,567 | $2.4M | Reduce -8.6% |
| VZ Verizon Communications Inc. | 0.31% | 56,412 | $2.4M | Add +7.1% |
| VCIT Vanguard Int-Term Corporate | 0.31% | 28,801 | $2.4M | Add +1.6% |
| APD Air Products & Chemicals Inc. | 0.30% | 7,909 | $2.3M | Add +18.8% |
| AMD Advanced Micro Devices | 0.30% | 3,987 | $2.3M | Add +8.5% |
| T AT&T Inc. | 0.30% | 111,883 | $2.3M | Add +8.6% |
| ABBV Abbvie Inc. | 0.30% | 9,119 | $2.3M | Reduce -1.7% |
| OMC Omnicom Group | 0.29% | 29,831 | $2.2M | Add +10.2% |
| CVX Chevron Corp. | 0.28% | 13,050 | $2.2M | Reduce -1.9% |
| NTAP Netapp Inc. | 0.27% | 13,372 | $2.1M | Add +8.5% |
| INTC Intel Corp. | 0.27% | 14,655 | $2.0M | No change |
| MCD McDonald's Corp. | 0.26% | 7,363 | $2.0M | Reduce -2.3% |
| MDLZ Mondelez International Inc. Class A | 0.26% | 34,301 | $2.0M | Add +12.8% |
| ES Eversource Energy | 0.26% | 27,034 | $2.0M | Add +25.6% |
| SCHD Schwab US DVD Equity ETF | 0.26% | 61,335 | $1.9M | Add +7.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.25% | 15,338 | $1.9M | Add +2.1% |
| AGG iShares Core U.S. Aggregate | 0.24% | 18,785 | $1.9M | Reduce -11.9% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 7,591 | $1.8M | Add +7.0% |
| PAYX Paychex Inc. | 0.23% | 18,208 | $1.8M | Add +19.1% |
| KO The Coca-Cola Co. | 0.23% | 21,802 | $1.8M | Add +0.1% |
| ETN Eaton Corp. PLC | 0.23% | 4,135 | $1.8M | Reduce -0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.23% | 11,557 | $1.8M | Reduce -1.8% |
| BEN Franklin Templeton Inc. | 0.23% | 51,976 | $1.7M | Add +18.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.23% | 15,138 | $1.7M | Add +23.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 3,559 | $1.7M | Reduce -4.5% |
| BRO Brown & Brown Inc. | 0.22% | 26,188 | $1.7M | Reduce -0.6% |
Portfolio Sells Q1 2026 → Q2 2026
| ADBE Adobe Inc. | Reduce -89.3% | 0.07% | −0.82 |
| WDAY Workday Inc. Class A | Reduce -93.3% | 0.04% | −0.62 |
| MSFT Microsoft Corp. | Reduce -0.3% | 4.00% | −0.37 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.30 |
| AKRE Akre Focus ETF | Reduce -1.8% | 2.39% | −0.26 |
| PEP Pepsico Inc. | Reduce -3.6% | 0.84% | −0.26 |
| XOM Exxon Mobil Corp. | Reduce -1.4% | 0.59% | −0.23 |
| SCHW Schwab (charles) Corp. | Reduce -0.9% | 1.52% | −0.20 |
| HUBB Hubbell Inc. | Reduce -58.0% | 0.13% | −0.18 |
| MCK McKesson Corp. | Reduce -2.5% | 0.58% | −0.17 |
| DOX Amdocs Ltd. | Reduce -21.4% | 0.20% | −0.16 |
| CVX Chevron Corp. | Reduce -1.9% | 0.28% | −0.11 |
| HON Honeywell International Inc. | Reduce -50.6% | 0.09% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -6.7% | 0.55% | −0.11 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.10 |
| WMT Walmart Inc. | Reduce -1.4% | 0.46% | −0.10 |
| XLC SS Comm Select Sector SPDR | Reduce -35.6% | 0.12% | −0.09 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -2.2% | 0.79% | −0.09 |
| MCD McDonald's Corp. | Reduce -2.3% | 0.26% | −0.08 |
| AGG iShares Core U.S. Aggregate | Reduce -11.9% | 0.24% | −0.06 |
| HYD Vaneck High Yield Muni ETF | Reduce -5.2% | 0.41% | −0.05 |
| CIEN Ciena Corp. | Sold out | 0.00% | −0.04 |
| ZTS Zoetis Inc. | Reduce -0.9% | 0.05% | −0.04 |
| TJX TJX Companies Inc. | Reduce -1.8% | 0.23% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 0.47% | −0.04 |
| ED Consolidated Edison Inc. | Sold out | 0.00% | −0.04 |
| Abbott Laboratories | Reduce -1.7% | 0.14% | −0.04 |
| PNW Pinnacle West Capital | Reduce -16.9% | 0.15% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -0.2% | 0.13% | −0.04 |
| TSEM Tower Semiconductor Ltd. | Sold out | 0.00% | −0.04 |
| COHR Coherent Corp. | Sold out | 0.00% | −0.03 |
| PHYS Sprott Physical Gold Trust | Sold out | 0.00% | −0.03 |
| WMB Williams Cos Inc. | Reduce -41.5% | 0.04% | −0.03 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.03 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.03 |
| COP Conocophillips | Sold out | 0.00% | −0.03 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −0.03 |
| BRO Brown & Brown Inc. | Reduce -0.6% | 0.22% | −0.03 |
| FDX FedEx Corp. | Reduce -4.8% | 0.08% | −0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -3.2% | 0.18% | −0.02 |
| PFE Pfizer Inc. | Reduce -12.6% | 0.05% | −0.02 |
| LITE Lumentum Holdings Inc. | Reduce -50.6% | 0.03% | −0.02 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -9.2% | 0.10% | −0.02 |
| TRGP Targa Resources Corp. | Reduce -34.3% | 0.03% | −0.02 |
| SYK Stryker Corp. | Reduce -0.4% | 0.13% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -17.6% | 0.06% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -10.1% | 0.06% | −0.02 |
| BLK BlackRock Finance Inc. | Reduce -0.7% | 0.17% | −0.02 |
| JCI Johnson Controls Internation | Reduce -18.5% | 0.09% | −0.02 |
| PEG Public Service Enterprise GP | Reduce -28.4% | 0.03% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| DGRO iShares Core Dividend Growth | New | 0.56% | +0.56 |
| JMST JPM Ultra-Short Muni Income | Add +170.1% | 0.70% | +0.41 |
| NOW ServiceNow Inc. | Add +138.0% | 0.71% | +0.37 |
| QCOM Qualcomm Inc. | Add +1.2% | 1.30% | +0.32 |
| CRM Salesforce Inc. | Add +77.4% | 0.83% | +0.22 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +8.1% | 2.30% | +0.21 |
| AMD Advanced Micro Devices | Add +8.5% | 0.30% | +0.20 |
| MU Micron Technology Inc. | Add +8.3% | 0.20% | +0.14 |
| IWD iShares Russell 1000 Value E | Add +8.7% | 1.23% | +0.13 |
| ELV Elevance Health Inc. | Add +5.0% | 0.63% | +0.13 |
| SYY Sysco Corp. | Add +3.6% | 1.36% | +0.13 |
| AVGO Broadcom Inc. | Add +0.7% | 1.16% | +0.12 |
| LLY Eli Lilly & Co. | Add +6.5% | 0.56% | +0.12 |
| NVDA Nvidia Corp. | Add +7.6% | 1.04% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +1.8% | 0.77% | +0.10 |
| USB US Bancorp | Add +2.0% | 1.25% | +0.09 |
| NTAP Netapp Inc. | Add +8.5% | 0.27% | +0.09 |
| BUD Anheuser-Busch Inbev-SPN ADR | Add +1.2% | 1.01% | +0.09 |
| MS Morgan Stanley | Add +4.6% | 0.49% | +0.09 |
| CL Colgate-Palmolive Co. | New | 0.08% | +0.08 |
| BEN Franklin Templeton Inc. | Add +18.3% | 0.23% | +0.08 |
| UPS United Parcel Service Class B | Add +8.1% | 1.01% | +0.07 |
| TROW T Rowe Price Group Inc. | Add +23.7% | 0.23% | +0.07 |
| AMAT Applied Materials Inc. | New | 0.06% | +0.06 |
| CCI Crown Castle Inc. | Add +32.0% | 0.55% | +0.06 |
| FORM Formfactor Inc. | New | 0.04% | +0.04 |
| ES Eversource Energy | Add +25.6% | 0.26% | +0.04 |
| ICHR Ichor Holdings Ltd. | New | 0.04% | +0.04 |
| PANW Palo Alto Networks Inc. | New | 0.04% | +0.04 |
| URI United Rentals Inc. | New | 0.04% | +0.04 |
| SOXX iShares Semiconductor ETF | New | 0.04% | +0.04 |
| TSLA Tesla Inc. | Add +2.3% | 0.69% | +0.04 |
| ATI Ati Inc. | New | 0.03% | +0.03 |
| MTRN Materion Corp. | New | 0.03% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +1.3% | 1.25% | +0.03 |
| PAYX Paychex Inc. | Add +19.1% | 0.23% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.4% | 0.54% | +0.03 |
| COHU Cohu Inc. | New | 0.03% | +0.03 |
| GIS General Mills Inc. | Add +46.0% | 0.14% | +0.03 |
| IJT iShares S&P Small-Cap 600 GR | New | 0.03% | +0.03 |
| SNPS Synopsys Inc. | New | 0.03% | +0.03 |
| APD Air Products & Chemicals Inc. | Add +18.8% | 0.30% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +19.0% | 0.11% | +0.02 |
| CPSH CPS Technologies Corp. | New | 0.02% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +16.5% | 0.10% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.6% | 0.33% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +3.5% | 0.07% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +7.0% | 0.24% | +0.02 |
| EFG iShares MSCI Eafe Growth ETF | Add +2.1% | 0.25% | +0.01 |
| MDLZ Mondelez International Inc. Class A | Add +12.8% | 0.26% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 267 | $762.2M | AAPL, FNDA, MSFT, GOOGL, AKRE |
| Q1 2026 | 263 | $694.2M | AAPL, FNDA, MSFT, GOOGL, AKRE |
| Q4 2025 | 266 | $716.1M | MSFT, AAPL, FNDA, AKRE, GOOGL |
| Q3 2025 | 262 | $685.9M | MSFT, FNDA, AAPL, GOOGL, AMZN |
| Q2 2025 | 256 | $647.2M | MSFT, FNDA, AAPL, XOM, SPGI |
| Q1 2025 | 240 | $578.9M | MSFT, FNDA, AAPL, BERKSHIRE HATHAWAY INC, AMZN |
| Q4 2024 | 246 | $584.4M | MSFT, AAPL, FNDA, GOOGL, AMZN |
| Q3 2024 | 256 | $600.6M | MSFT, AAPL, FNDA, GOOGL, AMZN |
| Q2 2024 | 257 | $559.9M | MSFT, AAPL, FNDA, GOOGL, AMZN |
| Q1 2024 | 257 | $573.3M | MSFT, AAPL, FNDA, AMZN, GOOGL |