Ironwood Investment Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Ironwood Investment Management LLC reported 177 stock positions worth $289.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 7.2% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 4.7%) and Vicor (VICR, 3.3%). Compared with Q1 2026, it opened 7 new positions, sold out of 9, added to 71 and reduced 52. The biggest buy was MYR Group Inc./Delaware (MYRG, shares +0%) and the biggest sale SM Energy (SM, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001127761
- Portfolio Value
- $289.2M (Q2 2026)
- SEC Filing
- 0001376474-26-000566 ↗ filed Aug 14, 2026
Holdings Value
Holdings 177 stocks · $289.2M
| VTI VG Morningstar TS MKT ETF-US | 7.23% | 56,505 | $20.9M | Add +4.3% |
| EFA iShares MSCI Eafe ETF | 4.73% | 131,779 | $13.7M | Add +5.0% |
| VICR Vicor Corp. | 3.35% | 25,507 | $9.7M | Reduce -17.4% |
| MYRG MYR Group Inc./Delaware | 3.06% | 17,700 | $8.9M | Add +0.0% |
| SHV iShares 0-1 Year Treasury Bo | 2.59% | 67,806 | $7.5M | Add +4.9% |
| DY Dycom Industries Inc. | 2.47% | 14,125 | $7.1M | Reduce -0.5% |
| TTMI TTM Technologies | 2.09% | 32,331 | $6.0M | Reduce -0.9% |
| EXTR Extreme Networks Inc. | 1.81% | 161,853 | $5.2M | Add +0.3% |
| IWV iShares Russell 3000 ETF | 1.79% | 12,154 | $5.2M | Add +7.7% |
| CYTK Cytokinetics Inc. | 1.67% | 56,589 | $4.8M | Reduce -0.3% |
| C Citigroup Inc. | 1.62% | 33,462 | $4.7M | Reduce -5.9% |
| BBIO Bridgebio Pharma Inc. | 1.58% | 61,163 | $4.6M | Add +0.3% |
| MRCY Mercury Systems Inc. | 1.54% | 36,457 | $4.5M | Reduce -3.2% |
| VWO Vanguard Ftse Emerging Marke | 1.50% | 72,554 | $4.3M | Add +5.8% |
| GPI Group 1 Automotive Inc. | 1.47% | 14,627 | $4.3M | No change |
| ARW Arrow Electronics Inc. | 1.42% | 19,295 | $4.1M | No change |
| SGI Somnigroup International Inc. | 1.28% | 47,124 | $3.7M | Add +0.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.27% | 1,847 | $3.7M | Reduce -6.4% |
| COHR Coherent Corp. | 1.24% | 9,063 | $3.6M | Reduce -25.6% |
| GFF Griffon Corp. | 1.17% | 34,647 | $3.4M | No change |
| TPC Tutor Perini Corp. | 1.15% | 40,160 | $3.3M | Reduce -0.1% |
| PI Impinj Inc. | 1.15% | 23,262 | $3.3M | Add +2.4% |
| GM General Motors Co. | 1.13% | 42,500 | $3.3M | No change |
| SMCI Super Micro Computer Inc. | 1.10% | 108,638 | $3.2M | Add +4.1% |
| CVGI Commercial Vehicle Group Inc. | 1.08% | 677,040 | $3.1M | Add +6.3% |
| WTS Watts Water Technologies-A | 0.98% | 7,210 | $2.8M | Add +0.0% |
| FSKAX Fidelity TTL MKT Indx | 0.93% | 12,965 | $2.7M | Add +0.1% |
| BBSI Barrett Business SVCS Inc. | 0.92% | 74,741 | $2.7M | Add +0.3% |
| KOP Koppers Holdings Inc. | 0.90% | 58,116 | $2.6M | Reduce -2.2% |
| CSCO Cisco Systems Inc. | 0.90% | 22,200 | $2.6M | No change |
| WSM Williams-Sonoma Inc. | 0.88% | 10,926 | $2.5M | No change |
| MCK McKesson Corp. | 0.86% | 3,305 | $2.5M | No change |
| ATRO Astronics Corp. | 0.83% | 29,430 | $2.4M | Add +0.1% |
| PEGA Pegasystems Inc. | 0.82% | 78,843 | $2.4M | Add +0.6% |
| DAR Darling Ingredients Inc. | 0.80% | 42,464 | $2.3M | Reduce 0.0% |
| NPKI NPK International Inc. | 0.77% | 140,567 | $2.2M | Reduce -0.0% |
| IWM iShares Russell 2000 ETF | 0.75% | 7,231 | $2.2M | Reduce -0.2% |
| ONTO Onto Innovation Inc. | 0.74% | 5,691 | $2.2M | Add +0.1% |
| SM SM Energy Co. | 0.74% | 81,890 | $2.1M | Reduce -14.2% |
| HNI Hni Corp. | 0.73% | 52,031 | $2.1M | New |
| FNV Franco-Nevada Corp. | 0.72% | 10,018 | $2.1M | Add +7.7% |
| FRPT Freshpet Inc. | 0.72% | 35,193 | $2.1M | Reduce -0.0% |
| KSS Kohls Corp. | 0.69% | 112,800 | $2.0M | No change |
| THG Hanover Insurance Group Inc./ | 0.68% | 9,232 | $2.0M | Reduce -0.1% |
| AUPH Aurinia Pharmaceuticals Inc. | 0.67% | 113,387 | $1.9M | Add +0.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.65% | 52,159 | $1.9M | Add +32.1% |
| GSHD Goosehead Insurance Inc. Class A | 0.65% | 38,750 | $1.9M | Add +89.7% |
| KOPN Kopin Corp. | 0.64% | 413,323 | $1.9M | Add +0.4% |
| PGY Pagaya Technologies Ltd. Class A | 0.62% | 98,735 | $1.8M | Add +4.7% |
| SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD | 0.61% | 41,822 | $1.8M | Add +0.3% |
| GT Goodyear Tire & Rubber Co. | 0.60% | 263,000 | $1.7M | Add +9.6% |
| EVLV Evolv Technologies Holdings | 0.59% | 292,692 | $1.7M | Add +0.8% |
| PRCH Porch Group Inc. | 0.58% | 111,582 | $1.7M | Add +3.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.58% | 5,944 | $1.7M | No change |
| CBT Cabot Corp. | 0.57% | 17,998 | $1.6M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 0.56% | 4,562 | $1.6M | Reduce -15.4% |
| TDY Teledyne Technologies Inc. | 0.54% | 2,320 | $1.5M | Reduce -16.3% |
| PFE Pfizer Inc. | 0.51% | 60,832 | $1.5M | Reduce -6.3% |
| ACIW Aci Worldwide Inc. | 0.50% | 28,813 | $1.4M | Add +0.9% |
| BDC Belden Inc. | 0.49% | 11,751 | $1.4M | No change |
| CEPT Cantor Equity Partners Class A | 0.48% | 102,607 | $1.4M | Reduce -24.3% |
| TPL Texas Pacific Land Corp. | 0.47% | 3,126 | $1.4M | New |
| DNLI Denali Therapeutics Inc. | 0.46% | 52,080 | $1.3M | Add +0.0% |
| UFPI Ufp Industries Inc. | 0.46% | 14,724 | $1.3M | Reduce -0.0% |
| MSFT Microsoft Corp. | 0.45% | 3,461 | $1.3M | Reduce -12.7% |
| ZETA Zeta Global Holdings Corp. Class A | 0.44% | 64,465 | $1.3M | Add +0.5% |
| PGR Progressive Corp. | 0.43% | 5,699 | $1.2M | No change |
| HBAN Huntington Bancshares Inc. | 0.43% | 69,851 | $1.2M | Reduce -0.3% |
| BBT Beacon Financial Corp. | 0.42% | 40,337 | $1.2M | Add +0.0% |
| NATL NCR Atleos Corp. | 0.42% | 27,908 | $1.2M | No change |
| KRNT Kornit Digital Ltd. | 0.41% | 73,700 | $1.2M | Add +0.1% |
| FAST Fastenal Co. | 0.41% | 24,774 | $1.2M | Reduce -16.4% |
| VYX NCR Voyix Corp. | 0.41% | 143,420 | $1.2M | Add +35.4% |
| PNFP Pinnacle Financial Partners | 0.40% | 11,327 | $1.1M | No change |
| AMRC Ameresco Inc. Class A | 0.39% | 41,372 | $1.1M | Add +84.7% |
| ASPN Aspen Aerogels Inc. | 0.39% | 179,301 | $1.1M | Add +7.6% |
| TRNS Transcat Inc. | 0.39% | 12,168 | $1.1M | Add +69.4% |
| AVBC Avidia Bancorp Inc. | 0.39% | 53,642 | $1.1M | Add +0.0% |
| CALY Callaway Golf Company | 0.37% | 56,795 | $1.1M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.36% | 3,154 | $1.0M | No change |
| LXU LSB Industries Inc. | 0.34% | 91,966 | $994K | Add +7.9% |
| FITB Fifth Third Bancorp | 0.34% | 17,398 | $981K | No change |
| ADP Automatic Data Processing | 0.34% | 4,376 | $980K | Reduce -16.4% |
| V Visa Inc. Class A | 0.34% | 2,834 | $972K | Reduce -16.4% |
| ANIK Anika Therapeutics Inc. | 0.33% | 65,503 | $958K | Reduce -0.1% |
| GE General Electric filed as GE AEROSPACE | 0.32% | 2,513 | $939K | Reduce -0.4% |
| INDI Indie Semiconductor Inc. Class A | 0.32% | 207,977 | $934K | Add +0.3% |
| BHR Braemar Hotels & Resorts Inc. | 0.32% | 431,444 | $932K | No change |
| ORI Old Republic Intl Corp. | 0.31% | 22,241 | $910K | Reduce -0.0% |
| CSV Carriage Services Inc. | 0.31% | 23,468 | $900K | No change |
| CMP Compass Minerals Internation | 0.31% | 28,885 | $899K | Add +0.0% |
| TRS Trimas Corp. | 0.29% | 18,675 | $841K | Add +0.0% |
| ZS Zscaler Inc. | 0.29% | 5,906 | $834K | Add +1.9% |
| EDEN iShares MSCI Denmark ETF | 0.28% | 7,236 | $798K | Add +63.0% |
| GS Goldman Sachs Group Inc. | 0.28% | 789 | $798K | Reduce -11.3% |
| TCBK Trico Bancshares | 0.27% | 14,611 | $787K | No change |
| DHR Danaher Corp. | 0.27% | 4,129 | $786K | Reduce -16.2% |
| CRM Salesforce Inc. | 0.27% | 4,994 | $782K | No change |
| VTMGX Vanguard Dev MKT Indx-Adm | 0.27% | 33,813 | $775K | Add +0.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.27% | 16,058 | $770K | Reduce -16.3% |
Portfolio Sells Q1 2026 → Q2 2026
| SM SM Energy Co. | Reduce -14.2% | 0.74% | −0.50 |
| TPH Tri Pointe Homes Inc. | Sold out | 0.00% | −0.47 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.38 |
| STKL Sunopta Inc. | Sold out | 0.00% | −0.33 |
| DAR Darling Ingredients Inc. | Reduce 0.0% | 0.80% | −0.29 |
| PFE Pfizer Inc. | Reduce -6.3% | 0.51% | −0.25 |
| MSFT Microsoft Corp. | Reduce -12.7% | 0.45% | −0.17 |
| TDY Teledyne Technologies Inc. | Reduce -16.3% | 0.54% | −0.16 |
| WPM Wheaton Precious Metals Corp. | Reduce -16.4% | 0.24% | −0.16 |
| FAST Fastenal Co. | Reduce -16.4% | 0.41% | −0.16 |
| FRPT Freshpet Inc. | Reduce -0.0% | 0.72% | −0.15 |
| TPC Tutor Perini Corp. | Reduce -0.1% | 1.15% | −0.14 |
| KALV Kalvista Pharmaceuticals Inc. | Sold out | 0.00% | −0.14 |
| WDC Western Digital Corp. | Sold out | 0.00% | −0.14 |
| CEPT Cantor Equity Partners Class A | Reduce -24.3% | 0.48% | −0.14 |
| OTIS Otis Worldwide Corp. | Reduce -16.4% | 0.25% | −0.14 |
| COST Costco Wholesale Corp. | Reduce -16.6% | 0.25% | −0.13 |
| SGOV iShares 0-3 Month Treasury B | Reduce -38.6% | 0.14% | −0.13 |
| SPGI S&P Global Inc. | Reduce -16.4% | 0.24% | −0.12 |
| DHR Danaher Corp. | Reduce -16.2% | 0.27% | −0.12 |
| NOG Northern Oil and Gas Inc. | Sold out | 0.00% | −0.11 |
| SNDK Sandisk Corp. | Sold out | 0.00% | −0.11 |
| ADP Automatic Data Processing | Reduce -16.4% | 0.34% | −0.10 |
| UFPI Ufp Industries Inc. | Reduce -0.0% | 0.46% | −0.10 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.09 |
| V Visa Inc. Class A | Reduce -16.4% | 0.34% | −0.09 |
| TGT Target Corp. | Sold out | 0.00% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -15.4% | 0.56% | −0.08 |
| NPKI NPK International Inc. | Reduce -0.0% | 0.77% | −0.08 |
| ANIK Anika Therapeutics Inc. | Reduce -0.1% | 0.33% | −0.07 |
| C Citigroup Inc. | Reduce -5.9% | 1.62% | −0.06 |
| KOP Koppers Holdings Inc. | Reduce -2.2% | 0.90% | −0.06 |
| ORI Old Republic Intl Corp. | Reduce -0.0% | 0.31% | −0.06 |
| INTC Intel Corp. | Reduce -77.5% | 0.08% | −0.05 |
| UNFI United Natural Foods Inc. | Reduce -0.1% | 0.23% | −0.04 |
| GS Goldman Sachs Group Inc. | Reduce -11.3% | 0.28% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -0.4% | 0.13% | −0.03 |
| HBAN Huntington Bancshares Inc. | Reduce -0.3% | 0.43% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -16.3% | 0.27% | −0.03 |
| DIS The Walt Disney Co. | Reduce -0.2% | 0.10% | −0.02 |
| BANC Banc of California Inc. | Reduce -0.1% | 0.23% | −0.01 |
| MQ Marqeta Inc. | Reduce 0.0% | 0.04% | −0.01 |
| COLB Columbia Banking System Inc. | Reduce -0.0% | 0.16% | −0.01 |
| CRI Carter's Inc. | Reduce -0.0% | 0.11% | −0.01 |
| HPQ HP Inc. | Reduce -0.6% | 0.08% | −0.01 |
| BAC Bank of America Corp. | Reduce -0.4% | 0.11% | −0.00 |
| RBBN Ribbon Communications Inc. | Reduce -0.2% | 0.01% | −0.00 |
| QRVO Qorvo Inc. | Reduce -0.1% | 0.21% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -0.2% | 0.75% | +0.00 |
| THG Hanover Insurance Group Inc./ | Reduce -0.1% | 0.68% | +0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| MYRG MYR Group Inc./Delaware | Add +0.0% | 3.06% | +0.98 |
| EXTR Extreme Networks Inc. | Add +0.3% | 1.81% | +0.80 |
| HNI Hni Corp. | New | 0.73% | +0.73 |
| TPL Texas Pacific Land Corp. | New | 0.47% | +0.47 |
| GSHD Goosehead Insurance Inc. Class A | Add +89.7% | 0.65% | +0.29 |
| ONTO Onto Innovation Inc. | Add +0.1% | 0.74% | +0.26 |
| PRCH Porch Group Inc. | Add +3.4% | 0.58% | +0.26 |
| KOPN Kopin Corp. | Add +0.4% | 0.64% | +0.25 |
| PI Impinj Inc. | Add +2.4% | 1.15% | +0.18 |
| CVGI Commercial Vehicle Group Inc. | Add +6.3% | 1.08% | +0.18 |
| TRNS Transcat Inc. | Add +69.4% | 0.39% | +0.17 |
| PGY Pagaya Technologies Ltd. Class A | Add +4.7% | 0.62% | +0.16 |
| AMRC Ameresco Inc. Class A | Add +84.7% | 0.39% | +0.16 |
| ASPN Aspen Aerogels Inc. | Add +7.6% | 0.39% | +0.16 |
| ATROB Astronics Corp. Class B | New | 0.15% | +0.15 |
| REMYY Remy Cointreau-Unsp ADR | Add +130.8% | 0.24% | +0.13 |
| VYX NCR Voyix Corp. | Add +35.4% | 0.41% | +0.13 |
| MEI Methode Electronics Inc. | Add +0.1% | 0.19% | +0.12 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +32.1% | 0.65% | +0.11 |
| SMCI Super Micro Computer Inc. | Add +4.1% | 1.10% | +0.11 |
| WTS Watts Water Technologies-A | Add +0.0% | 0.98% | +0.10 |
| REPL Replimune Group Inc. | New | 0.08% | +0.08 |
| EDEN iShares MSCI Denmark ETF | Add +63.0% | 0.28% | +0.08 |
| DE Deere & Co. | New | 0.07% | +0.07 |
| JOHNSON MATTHEY PUB LTD CO SPON ADR | New | 0.07% | +0.07 |
| UIS Unisys Corp. | Add +30.5% | 0.14% | +0.07 |
| MKL Markel Group Inc. | Add +67.5% | 0.21% | +0.06 |
| EVH Evolent Health Inc. Class A | Add +11.2% | 0.09% | +0.05 |
| IWV iShares Russell 3000 ETF | Add +7.7% | 1.79% | +0.05 |
| DNLI Denali Therapeutics Inc. | Add +0.0% | 0.46% | +0.05 |
| INDI Indie Semiconductor Inc. Class A | Add +0.3% | 0.32% | +0.04 |
| CALY Callaway Golf Company | Add +0.1% | 0.37% | +0.04 |
| CMP Compass Minerals Internation | Add +0.0% | 0.31% | +0.03 |
| TNC Tennant Co. | Add +3.3% | 0.19% | +0.02 |
| SHOO Steven Madden Ltd. | Add +0.3% | 0.61% | +0.02 |
| NOMD Nomad Foods Ltd. | Add +36.7% | 0.07% | +0.02 |
| VALN Valneva SE - ADR | Add +79.3% | 0.08% | +0.02 |
| AVD American Vanguard Corp. | Add +33.9% | 0.07% | +0.01 |
| ACIW Aci Worldwide Inc. | Add +0.9% | 0.50% | +0.01 |
| ZETA Zeta Global Holdings Corp. Class A | Add +0.5% | 0.44% | +0.01 |
| BBSI Barrett Business SVCS Inc. | Add +0.3% | 0.92% | +0.01 |
| TRS Trimas Corp. | Add +0.0% | 0.29% | +0.01 |
| SPT Sprout Social Inc. Class A | Add +9.8% | 0.05% | +0.01 |
| ATRO Astronics Corp. | Add +0.1% | 0.83% | +0.01 |
| DLTH Duluth Holdings Inc. Class B | Add +0.0% | 0.06% | +0.01 |
| AZTA Azenta Inc. | Add +7.7% | 0.11% | +0.01 |
| QTRX Quanterix Corp. | Add +0.4% | 0.25% | +0.01 |
| MISXX Msilf Treasury Port-Inst | New | 0.01% | +0.01 |
| CBT Cabot Corp. | Add +0.2% | 0.57% | +0.00 |
| AVNT Avient Corp. | Add +17.0% | 0.08% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 177 | $289.2M | VTI, EFA, VICR, MYRG, SHV |
| Q1 2026 | 179 | $239.8M | VTI, EFA, SHV, MYRG, VICR |
| Q4 2025 | 172 | $237.8M | VTI, EFA, SHV, IWM, GPI |
| Q3 2025 | 171 | $229.3M | VTI, EFA, GPI, IWM, SMCI |
| Q2 2025 | 167 | $205.5M | VTI, EFA, IWM, GPI, SMCI |
| Q1 2025 | 163 | $183.4M | VTI, EFA, IWM, GPI, SHV |
| Q4 2024 | 169 | $200.8M | VTI, IWM, EFA, GPI, FRPT |
| Q3 2024 | 174 | $205.3M | VTI, EFA, IWM, GPI, PI |
| Q2 2024 | 169 | $187.0M | VTI, EFA, IWM, GPI, FRPT |
| Q1 2024 | 174 | $204.9M | VTI, EFA, SMCI, GPI, KOP |