Ironwood Investment Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Ironwood Investment Management LLC reported 169 stock positions worth $200.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 6.5% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 4.3%) and iShares MSCI Eafe ETF (EFA, 4.1%). Compared with Q3 2024, it opened 8 new positions, sold out of 13, added to 78 and reduced 34. The biggest buy was a new position in Super Micro Computer (SMCI) and the biggest sale an exit from Super Micro Computer (SMCI).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001127761
- Portfolio Value
- $200.8M (Q4 2024)
- SEC Filing
- 0001376474-25-000173 ↗ filed Feb 10, 2025
Holdings Value
Holdings 169 stocks · $200.8M
| VTI VG Morningstar TS MKT ETF-US | 6.45% | 44,725 | $13.0M | Add +0.6% |
| IWM iShares Russell 2000 ETF | 4.35% | 39,506 | $8.7M | Add +7.8% |
| EFA iShares MSCI Eafe ETF | 4.06% | 107,975 | $8.2M | Reduce -0.1% |
| GPI Group 1 Automotive Inc. | 3.56% | 16,977 | $7.2M | Reduce -2.9% |
| FRPT Freshpet Inc. | 2.74% | 37,132 | $5.5M | Add +0.9% |
| PEGA Pegasystems Inc. | 1.93% | 41,543 | $3.9M | Add +0.7% |
| SHV iShares 0-1 Year Treasury Bo | 1.74% | 31,690 | $3.5M | Add +1.9% |
| PI Impinj Inc. | 1.71% | 23,624 | $3.4M | Reduce -1.2% |
| BBSI Barrett Business SVCS Inc. | 1.68% | 77,743 | $3.4M | Reduce -13.7% |
| IWV iShares Russell 3000 ETF | 1.63% | 9,808 | $3.3M | Add +0.1% |
| SMCI Super Micro Computer Inc. | 1.49% | 97,922 | $3.0M | New |
| C Citigroup Inc. | 1.48% | 42,323 | $3.0M | No change |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 1.40% | 49,695 | $2.8M | Add +0.6% |
| MYRG MYR Group Inc./Delaware | 1.39% | 18,776 | $2.8M | Add +5.0% |
| KOP Koppers Holdings Inc. | 1.39% | 85,916 | $2.8M | Add +8.9% |
| CYTK Cytokinetics Inc. | 1.38% | 59,085 | $2.8M | Reduce -0.8% |
| GFF Griffon Corp. | 1.33% | 37,395 | $2.7M | No change |
| DY Dycom Industries Inc. | 1.28% | 14,795 | $2.6M | Add +0.6% |
| ARW Arrow Electronics Inc. | 1.27% | 22,545 | $2.6M | Add +0.5% |
| VWO Vanguard Ftse Emerging Marke | 1.26% | 57,487 | $2.5M | Reduce -0.2% |
| BECN Beacon Roofing Supply Inc. | 1.24% | 24,455 | $2.5M | Add +1.5% |
| GM General Motors Co. | 1.23% | 46,500 | $2.5M | No change |
| SPSC SPS Commerce Inc. | 1.09% | 11,893 | $2.2M | Reduce -0.3% |
| FSKAX Fidelity TTL MKT Indx | 1.03% | 12,821 | $2.1M | Reduce -3.6% |
| WSM Williams-Sonoma Inc. | 1.01% | 10,904 | $2.0M | Reduce -0.5% |
| MCK McKesson Corp. | 0.99% | 3,490 | $2.0M | No change |
| EXTR Extreme Networks Inc. | 0.90% | 107,741 | $1.8M | Add +0.7% |
| UFPI Ufp Industries Inc. | 0.88% | 15,675 | $1.8M | Add +1.0% |
| CSCO Cisco Systems Inc. | 0.88% | 29,796 | $1.8M | Add +0.0% |
| BBIO Bridgebio Pharma Inc. | 0.86% | 63,157 | $1.7M | Add +0.5% |
| MRCY Mercury Systems Inc. | 0.86% | 40,994 | $1.7M | Add +0.7% |
| MSFT Microsoft Corp. | 0.86% | 4,084 | $1.7M | Add +0.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.85% | 19,912 | $1.7M | Add +0.9% |
| CRM Salesforce Inc. | 0.85% | 5,109 | $1.7M | Reduce -0.2% |
| ADP Automatic Data Processing | 0.79% | 5,438 | $1.6M | Add +0.8% |
| VICR Vicor Corp. | 0.78% | 32,519 | $1.6M | Add +0.6% |
| ACIW Aci Worldwide Inc. | 0.78% | 30,151 | $1.6M | Add +0.8% |
| WTS Watts Water Technologies-A | 0.78% | 7,663 | $1.6M | Add +1.4% |
| THG Hanover Insurance Group Inc./ | 0.75% | 9,703 | $1.5M | Add +0.9% |
| SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD | 0.74% | 35,002 | $1.5M | Add +0.7% |
| PGR Progressive Corp. | 0.72% | 6,029 | $1.4M | Reduce -5.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.71% | 6,525 | $1.4M | No change |
| CBT Cabot Corp. | 0.71% | 15,628 | $1.4M | Add +0.6% |
| DAR Darling Ingredients Inc. | 0.70% | 41,957 | $1.4M | Add +0.7% |
| KSS Kohls Corp. | 0.70% | 100,000 | $1.4M | Add +15.2% |
| ZTS Zoetis Inc. | 0.68% | 8,354 | $1.4M | Add +0.8% |
| TDY Teledyne Technologies Inc. | 0.66% | 2,876 | $1.3M | Add +0.8% |
| SM SM Energy Co. | 0.66% | 34,190 | $1.3M | No change |
| BDC Belden Inc. | 0.66% | 11,751 | $1.3M | No change |
| CVGI Commercial Vehicle Group Inc. | 0.65% | 524,340 | $1.3M | Add +11.1% |
| PNFP Pinnacle Financial Partners | 0.65% | 11,327 | $1.3M | No change |
| VYX NCR Voyix Corp. | 0.62% | 90,420 | $1.3M | No change |
| NATL NCR Atleos Corp. | 0.62% | 36,720 | $1.2M | Reduce -4.3% |
| ZETA Zeta Global Holdings Corp. Class A | 0.61% | 68,142 | $1.2M | Add +0.5% |
| COHR Coherent Corp. | 0.61% | 12,937 | $1.2M | Add +0.9% |
| EVLV Evolv Technologies Holdings | 0.60% | 305,904 | $1.2M | Add +0.6% |
| BHR Braemar Hotels & Resorts Inc. | 0.60% | 402,444 | $1.2M | Add +6.7% |
| SGOV iShares 0-3 Month Treasury B | 0.59% | 11,905 | $1.2M | No change |
| TPC Tutor Perini Corp. | 0.59% | 48,652 | $1.2M | Add +0.5% |
| OTIS Otis Worldwide Corp. | 0.58% | 12,503 | $1.2M | Add +0.8% |
| BARNES GROUP INC | 0.57% | 24,280 | $1.1M | No change |
| NPKI NPK International Inc. | 0.56% | 147,300 | $1.1M | Add +1.6% |
| ZS Zscaler Inc. | 0.56% | 6,249 | $1.1M | Add +1.0% |
| V Visa Inc. Class A | 0.55% | 3,525 | $1.1M | Add +0.8% |
| FAST Fastenal Co. | 0.55% | 15,388 | $1.1M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 0.53% | 5,585 | $1.1M | Add +0.8% |
| CADE Cadence Bank | 0.52% | 30,170 | $1.0M | Add +1.2% |
| PFE Pfizer Inc. | 0.51% | 38,890 | $1.0M | No change |
| STKL Sunopta Inc. | 0.51% | 132,879 | $1.0M | Add +1.2% |
| CHD Church & Dwight Co. Inc. | 0.50% | 9,550 | $1000K | Add +0.8% |
| JPM JPMorgan Chase & Co. | 0.47% | 3,954 | $948K | No change |
| FITB Fifth Third Bancorp | 0.47% | 22,398 | $947K | No change |
| TPH Tri Pointe Homes Inc. | 0.46% | 25,636 | $930K | Add +0.8% |
| TTMI TTM Technologies | 0.44% | 35,689 | $883K | Reduce -33.0% |
| SPGI S&P Global Inc. | 0.44% | 1,770 | $882K | Add +0.8% |
| MKC McCormick & Co.-Non VTG SHRS | 0.44% | 11,540 | $880K | Add +3.4% |
| DHR Danaher Corp. | 0.43% | 3,779 | $867K | Add +0.8% |
| FNV Franco-Nevada Corp. | 0.43% | 7,307 | $859K | Add +3.3% |
| ORI Old Republic Intl Corp. | 0.42% | 23,485 | $850K | Add +1.3% |
| INDI Indie Semiconductor Inc. Class A | 0.42% | 209,435 | $848K | Add +53.4% |
| AUPH Aurinia Pharmaceuticals Inc. | 0.42% | 94,310 | $847K | Add +1.2% |
| GT Goodyear Tire & Rubber Co. | 0.39% | 87,900 | $791K | Add +49.2% |
| DNLI Denali Therapeutics Inc. | 0.37% | 36,546 | $745K | Reduce -0.1% |
| ICE Intercontinental Exchange Inc. | 0.35% | 4,781 | $712K | Add +15.2% |
| SONO Sonos Inc. | 0.35% | 46,704 | $702K | Add +4.0% |
| TCBK Trico Bancshares | 0.34% | 15,670 | $685K | Add +1.6% |
| SPT Sprout Social Inc. Class A | 0.33% | 21,346 | $656K | New |
| SMAR Smartsheet Inc. Class A | 0.32% | 11,635 | $652K | Add +1.6% |
| ENOV Enovis Corp. | 0.31% | 14,155 | $621K | Add +4.0% |
| AEM Agnico Eagle Mines Ltd. | 0.31% | 7,867 | $615K | Add +0.8% |
| APAM Artisan Partners Asset Ma -A | 0.30% | 14,011 | $603K | Add +1.6% |
| LXU LSB Industries Inc. | 0.30% | 78,414 | $595K | Add +0.2% |
| EVH Evolent Health Inc. Class A | 0.29% | 52,072 | $586K | Add +115.7% |
| GS Goldman Sachs Group Inc. | 0.27% | 939 | $538K | No change |
| TNC Tennant Co. | 0.27% | 6,585 | $537K | Add +1.2% |
| BANC Banc of California Inc. | 0.27% | 34,512 | $534K | Add +1.0% |
| MNTX Manitex International Inc. | 0.26% | 91,420 | $530K | Add +1.6% |
| CAT Caterpillar Inc. | 0.25% | 1,400 | $508K | No change |
| VTMGX Vanguard Dev MKT Indx-Adm | 0.25% | 32,461 | $499K | Add +1.5% |
| WSFS WSFS Financial Corp. | 0.25% | 9,270 | $493K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −1.90 |
| PRFT Perficient Inc. | Sold out | 0.00% | −1.26 |
| PI Impinj Inc. | Reduce -1.2% | 1.71% | −0.81 |
| EFA iShares MSCI Eafe ETF | Reduce -0.1% | 4.06% | −0.34 |
| COWZ Pacer US Cash Cows 100 ETF | Sold out | 0.00% | −0.27 |
| AMRC Ameresco Inc. Class A | Reduce -12.7% | 0.24% | −0.19 |
| DNLI Denali Therapeutics Inc. | Reduce -0.1% | 0.37% | −0.15 |
| CYTK Cytokinetics Inc. | Reduce -0.8% | 1.38% | −0.15 |
| CIIXX Wstrn Asst Inst US TRS-Inst | Reduce -49.5% | 0.15% | −0.14 |
| ANIK Anika Therapeutics Inc. | Reduce -11.7% | 0.21% | −0.14 |
| RNAC Cartesian Therapeutics Inc. | Sold out | 0.00% | −0.11 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.10 |
| VLTO Veralto Corp. | Sold out | 0.00% | −0.10 |
| KBR KBR Inc. | Sold out | 0.00% | −0.10 |
| AVNT Avient Corp. | Sold out | 0.00% | −0.10 |
| CMTL Comtech Telecommunications | Sold out | 0.00% | −0.09 |
| CALY Callaway Golf Company | Reduce -4.5% | 0.21% | −0.09 |
| SWN Southwestern Energy Co. | Sold out | 0.00% | −0.08 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.2% | 1.26% | −0.08 |
| PGR Progressive Corp. | Reduce -5.9% | 0.72% | −0.07 |
| AES AES Corp. | Reduce -0.8% | 0.11% | −0.06 |
| DRRX Durect Corporation | Reduce -0.2% | 0.06% | −0.05 |
| GRITSTONE BIO INC | Sold out | 0.00% | −0.04 |
| CRI Carter's Inc. | Reduce -2.0% | 0.21% | −0.04 |
| SPSC SPS Commerce Inc. | Reduce -0.3% | 1.09% | −0.04 |
| TTMI TTM Technologies | Reduce -33.0% | 0.44% | −0.03 |
| SAVEQ Spirit Airlines Inc. | Sold out | 0.00% | −0.03 |
| IRBTQ Irobot Corp. | Reduce -4.5% | 0.18% | −0.03 |
| MQ Marqeta Inc. | Reduce -5.0% | 0.05% | −0.02 |
| BW Babcock & Wilcox Enterpr | Reduce -0.4% | 0.07% | −0.02 |
| DLTH Duluth Holdings Inc. Class B | Reduce -7.0% | 0.06% | −0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -0.1% | 0.16% | −0.01 |
| KEZAR LIFE SCIENCES INC | Sold out | 0.00% | −0.01 |
| MISXX Msilf Treasury Port-Inst | Reduce -16.5% | 0.04% | −0.01 |
| ASYS Amtech Systems Inc. | Reduce -2.1% | 0.08% | −0.00 |
| MCRB Seres Therapeutics Inc. | Reduce -13.2% | 0.02% | −0.00 |
| ORCL Oracle Corp. | Reduce -4.0% | 0.10% | −0.00 |
| ACCO Acco Brands Corp. | Reduce -2.1% | 0.07% | −0.00 |
| MEI Methode Electronics Inc. | Reduce -1.8% | 0.17% | −0.00 |
| NFBK Northfield Bancorp Inc. | Reduce -1.4% | 0.09% | +0.00 |
| FSKAX Fidelity TTL MKT Indx | Reduce -3.6% | 1.03% | +0.00 |
| CKPT Checkpoint Therapeutics Inc. | Reduce -3.2% | 0.02% | +0.01 |
| BBSI Barrett Business SVCS Inc. | Reduce -13.7% | 1.68% | +0.04 |
| NATL NCR Atleos Corp. | Reduce -4.3% | 0.62% | +0.09 |
| CRM Salesforce Inc. | Reduce -0.2% | 0.85% | +0.17 |
| WSM Williams-Sonoma Inc. | Reduce -0.5% | 1.01% | +0.18 |
| GPI Group 1 Automotive Inc. | Reduce -2.9% | 3.56% | +0.30 |
Portfolio Buys Q3 2024 → Q4 2024
| SMCI Super Micro Computer Inc. | New | 1.49% | +1.49 |
| MYRG MYR Group Inc./Delaware | Add +5.0% | 1.39% | +0.50 |
| PEGA Pegasystems Inc. | Add +0.7% | 1.93% | +0.46 |
| IWM iShares Russell 2000 ETF | Add +7.8% | 4.35% | +0.40 |
| SPT Sprout Social Inc. Class A | New | 0.33% | +0.33 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.6% | 6.45% | +0.32 |
| FRPT Freshpet Inc. | Add +0.9% | 2.74% | +0.29 |
| BECN Beacon Roofing Supply Inc. | Add +1.5% | 1.24% | +0.22 |
| ATRO Astronics Corp. | New | 0.22% | +0.22 |
| TGT Target Corp. | New | 0.20% | +0.20 |
| INDI Indie Semiconductor Inc. Class A | Add +53.4% | 0.42% | +0.16 |
| PGY Pagaya Technologies Ltd. Class A | New | 0.14% | +0.14 |
| GT Goodyear Tire & Rubber Co. | Add +49.2% | 0.39% | +0.14 |
| MRCY Mercury Systems Inc. | Add +0.7% | 0.86% | +0.12 |
| VICR Vicor Corp. | Add +0.6% | 0.78% | +0.12 |
| EXTR Extreme Networks Inc. | Add +0.7% | 0.90% | +0.11 |
| CSCO Cisco Systems Inc. | Add +0.0% | 0.88% | +0.11 |
| HWC Hancock Whitney Corp. | New | 0.11% | +0.11 |
| GEV GE Vernova Inc. | New | 0.11% | +0.11 |
| STKL Sunopta Inc. | Add +1.2% | 0.51% | +0.10 |
| EXE Expand Energy Corp. | New | 0.10% | +0.10 |
| AUPH Aurinia Pharmaceuticals Inc. | Add +1.2% | 0.42% | +0.09 |
| SGI Somnigroup International Inc. | Add +0.6% | 1.40% | +0.09 |
| V Visa Inc. Class A | Add +0.8% | 0.55% | +0.09 |
| UNFI United Natural Foods Inc. | Add +1.1% | 0.21% | +0.09 |
| BBIO Bridgebio Pharma Inc. | Add +0.5% | 0.86% | +0.08 |
| SONO Sonos Inc. | Add +4.0% | 0.35% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +0.8% | 0.53% | +0.08 |
| NPKI NPK International Inc. | Add +1.6% | 0.56% | +0.07 |
| IWV iShares Russell 3000 ETF | Add +0.1% | 1.63% | +0.07 |
| ADP Automatic Data Processing | Add +0.8% | 0.79% | +0.07 |
| SHV iShares 0-1 Year Treasury Bo | Add +1.9% | 1.74% | +0.06 |
| TDY Teledyne Technologies Inc. | Add +0.8% | 0.66% | +0.06 |
| CADE Cadence Bank | Add +1.2% | 0.52% | +0.05 |
| COHR Coherent Corp. | Add +0.9% | 0.61% | +0.05 |
| THG Hanover Insurance Group Inc./ | Add +0.9% | 0.75% | +0.05 |
| ZS Zscaler Inc. | Add +1.0% | 0.56% | +0.05 |
| CARG Cargurus Inc. | Add +1.6% | 0.21% | +0.04 |
| ACIW Aci Worldwide Inc. | Add +0.8% | 0.78% | +0.04 |
| BHR Braemar Hotels & Resorts Inc. | Add +6.7% | 0.60% | +0.03 |
| ICE Intercontinental Exchange Inc. | Add +15.2% | 0.35% | +0.03 |
| KRNT Kornit Digital Ltd. | Add +1.7% | 0.14% | +0.03 |
| ENOV Enovis Corp. | Add +4.0% | 0.31% | +0.02 |
| ORI Old Republic Intl Corp. | Add +1.3% | 0.42% | +0.02 |
| TCBK Trico Bancshares | Add +1.6% | 0.34% | +0.02 |
| BANC Banc of California Inc. | Add +1.0% | 0.27% | +0.02 |
| FAST Fastenal Co. | Add +0.8% | 0.55% | +0.02 |
| BBT Beacon Financial Corp. | Add +1.6% | 0.23% | +0.02 |
| MNTX Manitex International Inc. | Add +1.6% | 0.26% | +0.02 |
| SMAR Smartsheet Inc. Class A | Add +1.6% | 0.32% | +0.02 |
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 |