Ironwood Investment Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Ironwood Investment Management LLC reported 172 stock positions worth $237.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 7.1% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 4.9%) and iShares 0-1 Year Treasury Bo (SHV, 2.9%). Compared with Q3 2025, it opened 10 new positions, sold out of 9, added to 36 and reduced 86. The biggest buy was iShares 0-1 Year Treasury Bo (SHV, shares +71%) and the biggest sale Super Micro Computer (SMCI, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001127761
- Portfolio Value
- $237.8M (Q4 2025)
- SEC Filing
- 0001376474-26-000161 ↗ filed Feb 12, 2026
Holdings Value
Holdings 172 stocks · $237.8M
| VTI VG Morningstar TS MKT ETF-US | 7.14% | 50,670 | $17.0M | Add +6.1% |
| EFA iShares MSCI Eafe ETF | 4.90% | 121,352 | $11.7M | Add +6.4% |
| SHV iShares 0-1 Year Treasury Bo | 2.91% | 62,917 | $6.9M | Add +70.8% |
| IWM iShares Russell 2000 ETF | 2.64% | 25,472 | $6.3M | Add +3.7% |
| GPI Group 1 Automotive Inc. | 2.47% | 14,927 | $5.9M | Reduce -0.3% |
| DY Dycom Industries Inc. | 2.04% | 14,369 | $4.9M | Reduce -0.2% |
| PEGA Pegasystems Inc. | 1.99% | 79,387 | $4.7M | Reduce -0.2% |
| BBIO Bridgebio Pharma Inc. | 1.99% | 61,794 | $4.7M | Reduce -0.2% |
| SGI Somnigroup International Inc. | 1.79% | 47,621 | $4.3M | Reduce -0.4% |
| IWV iShares Russell 3000 ETF | 1.75% | 10,758 | $4.2M | Add +2.9% |
| C Citigroup Inc. | 1.75% | 35,566 | $4.2M | Reduce -9.7% |
| MYRG MYR Group Inc./Delaware | 1.65% | 17,919 | $3.9M | Reduce -0.3% |
| GM General Motors Co. | 1.56% | 45,500 | $3.7M | Reduce -4.2% |
| CYTK Cytokinetics Inc. | 1.53% | 57,229 | $3.6M | Reduce -0.2% |
| VWO Vanguard Ftse Emerging Marke | 1.50% | 66,529 | $3.6M | Add +6.9% |
| VICR Vicor Corp. | 1.44% | 31,158 | $3.4M | Reduce -0.2% |
| SMCI Super Micro Computer Inc. | 1.29% | 104,881 | $3.1M | Reduce -0.4% |
| PI Impinj Inc. | 1.22% | 16,654 | $2.9M | Reduce -27.0% |
| MRCY Mercury Systems Inc. | 1.21% | 39,394 | $2.9M | Reduce -0.1% |
| TPC Tutor Perini Corp. | 1.15% | 40,675 | $2.7M | Reduce -4.8% |
| MCK McKesson Corp. | 1.14% | 3,317 | $2.7M | Reduce -2.9% |
| BBSI Barrett Business SVCS Inc. | 1.14% | 74,832 | $2.7M | Reduce -0.0% |
| GFF Griffon Corp. | 1.13% | 36,395 | $2.7M | No change |
| FSKAX Fidelity TTL MKT Indx | 1.02% | 12,953 | $2.4M | Add +0.9% |
| ARW Arrow Electronics Inc. | 1.01% | 21,895 | $2.4M | Reduce -4.8% |
| TTMI TTM Technologies | 0.99% | 33,982 | $2.3M | Reduce -0.2% |
| COHR Coherent Corp. | 0.96% | 12,312 | $2.3M | Reduce -0.2% |
| KSS Kohls Corp. | 0.95% | 110,800 | $2.3M | Add +4.7% |
| FRPT Freshpet Inc. | 0.90% | 35,103 | $2.1M | Reduce -1.4% |
| EVLV Evolv Technologies Holdings | 0.89% | 295,438 | $2.1M | Reduce -0.2% |
| KOP Koppers Holdings Inc. | 0.88% | 77,416 | $2.1M | Reduce -6.1% |
| GT Goodyear Tire & Rubber Co. | 0.85% | 232,000 | $2.0M | Add +6.9% |
| WTS Watts Water Technologies-A | 0.85% | 7,288 | $2.0M | Reduce -0.3% |
| MSFT Microsoft Corp. | 0.84% | 4,111 | $2.0M | Add +0.2% |
| WSM Williams-Sonoma Inc. | 0.82% | 10,877 | $1.9M | Reduce -0.2% |
| AUPH Aurinia Pharmaceuticals Inc. | 0.77% | 114,620 | $1.8M | Reduce -0.2% |
| FNV Franco-Nevada Corp. | 0.77% | 8,810 | $1.8M | Add +3.5% |
| GOOGL Alphabet Inc. Class A | 0.74% | 5,633 | $1.8M | Add +0.3% |
| SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD | 0.74% | 42,122 | $1.8M | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.73% | 5,824 | $1.7M | Reduce -2.1% |
| EXTR Extreme Networks Inc. | 0.72% | 103,314 | $1.7M | Reduce -0.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.72% | 1,607 | $1.7M | Add +5.1% |
| CSCO Cisco Systems Inc. | 0.72% | 22,297 | $1.7M | Reduce -25.2% |
| THG Hanover Insurance Group Inc./ | 0.72% | 9,315 | $1.7M | Reduce -0.2% |
| NPKI NPK International Inc. | 0.71% | 141,898 | $1.7M | Reduce -0.2% |
| ATRO Astronics Corp. | 0.68% | 29,793 | $1.6M | Reduce -0.2% |
| DAR Darling Ingredients Inc. | 0.64% | 42,568 | $1.5M | Reduce -0.7% |
| SM SM Energy Co. | 0.63% | 80,090 | $1.5M | Add +41.8% |
| TDY Teledyne Technologies Inc. | 0.62% | 2,901 | $1.5M | Add +0.3% |
| ADP Automatic Data Processing | 0.59% | 5,484 | $1.4M | Add +0.3% |
| ACIW Aci Worldwide Inc. | 0.58% | 29,004 | $1.4M | Reduce -0.1% |
| PFE Pfizer Inc. | 0.58% | 55,190 | $1.4M | Add +7.8% |
| BDC Belden Inc. | 0.58% | 11,751 | $1.4M | No change |
| ZS Zscaler Inc. | 0.56% | 5,962 | $1.3M | Reduce -0.2% |
| UFPI Ufp Industries Inc. | 0.56% | 14,700 | $1.3M | Reduce -1.3% |
| ZETA Zeta Global Holdings Corp. Class A | 0.56% | 65,146 | $1.3M | Reduce -0.3% |
| CRM Salesforce Inc. | 0.56% | 4,997 | $1.3M | No change |
| PGR Progressive Corp. | 0.55% | 5,758 | $1.3M | Reduce -0.4% |
| V Visa Inc. Class A | 0.52% | 3,552 | $1.2M | Add +0.3% |
| FAST Fastenal Co. | 0.52% | 31,039 | $1.2M | Add +0.4% |
| PGY Pagaya Technologies Ltd. Class A | 0.52% | 59,503 | $1.2M | Reduce -0.2% |
| BHR Braemar Hotels & Resorts Inc. | 0.52% | 431,444 | $1.2M | No change |
| CADE Cadence Bank | 0.52% | 28,596 | $1.2M | Reduce -0.2% |
| CBT Cabot Corp. | 0.51% | 18,151 | $1.2M | Reduce -0.1% |
| DHR Danaher Corp. | 0.50% | 5,167 | $1.2M | Add +36.0% |
| SPGI S&P Global Inc. | 0.47% | 2,150 | $1.1M | Add +20.9% |
| OTIS Otis Worldwide Corp. | 0.46% | 12,611 | $1.1M | Add +0.3% |
| QTRX Quanterix Corp. | 0.46% | 172,330 | $1.1M | Reduce -11.2% |
| ZTS Zoetis Inc. | 0.46% | 8,643 | $1.1M | Add +0.3% |
| PNFP Pinnacle Financial Partners | 0.45% | 11,327 | $1.1M | New |
| KRNT Kornit Digital Ltd. | 0.45% | 74,273 | $1.1M | Reduce -0.3% |
| NATL NCR Atleos Corp. | 0.45% | 27,908 | $1.1M | Reduce -2.6% |
| ORI Old Republic Intl Corp. | 0.43% | 22,458 | $1.0M | Reduce -0.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.43% | 20,103 | $1.0M | Reduce -1.5% |
| JPM JPMorgan Chase & Co. | 0.43% | 3,154 | $1.0M | No change |
| SPSC SPS Commerce Inc. | 0.42% | 11,330 | $1.0M | Reduce -2.4% |
| ICE Intercontinental Exchange Inc. | 0.42% | 6,131 | $993K | Add +0.3% |
| CSV Carriage Services Inc. | 0.42% | 23,468 | $993K | New |
| KOPN Kopin Corp. | 0.41% | 417,798 | $978K | Reduce -0.3% |
| CVGI Commercial Vehicle Group Inc. | 0.39% | 637,040 | $917K | Add +7.0% |
| AVBC Avidia Bancorp Inc. | 0.38% | 54,186 | $911K | Reduce -0.3% |
| ONTO Onto Innovation Inc. | 0.38% | 5,752 | $908K | Reduce -0.2% |
| WPM Wheaton Precious Metals Corp. | 0.38% | 7,725 | $908K | Add +0.3% |
| DNLI Denali Therapeutics Inc. | 0.35% | 50,933 | $841K | Reduce -3.5% |
| AEM Agnico Eagle Mines Ltd. | 0.35% | 4,881 | $827K | Reduce -38.3% |
| VYX NCR Voyix Corp. | 0.35% | 80,920 | $825K | No change |
| GS Goldman Sachs Group Inc. | 0.35% | 939 | $825K | No change |
| FITB Fifth Third Bancorp | 0.34% | 17,398 | $814K | No change |
| CHD Church & Dwight Co. Inc. | 0.34% | 9,625 | $807K | Add +0.3% |
| SONO Sonos Inc. | 0.33% | 44,403 | $780K | Reduce -0.2% |
| GE General Electric filed as GE AEROSPACE | 0.33% | 2,526 | $778K | No change |
| TPH Tri Pointe Homes Inc. | 0.32% | 24,211 | $762K | Reduce -0.2% |
| SGOV iShares 0-3 Month Treasury B | 0.32% | 7,468 | $750K | Add +3.0% |
| INDI Indie Semiconductor Inc. Class A | 0.30% | 203,969 | $720K | Reduce -3.0% |
| TCBK Trico Bancshares | 0.29% | 14,795 | $701K | Reduce -0.2% |
| LXU LSB Industries Inc. | 0.29% | 81,667 | $694K | Reduce -0.2% |
| VTMGX Vanguard Dev MKT Indx-Adm | 0.28% | 33,581 | $674K | Add +1.7% |
| TRS Trimas Corp. | 0.28% | 18,799 | $666K | Reduce -0.2% |
| CALY Callaway Golf Company filed as TOPGOLF CALLAWAY BRANDS CORP | 0.28% | 57,011 | $665K | Reduce -1.0% |
| AMRC Ameresco Inc. Class A | 0.28% | 22,531 | $660K | Reduce -1.0% |
Portfolio Sells Q3 2025 → Q4 2025
| SMCI Super Micro Computer Inc. | Reduce -0.4% | 1.29% | −0.91 |
| PI Impinj Inc. | Reduce -27.0% | 1.22% | −0.58 |
| PNFP Pinnacle Financial Partners | Sold out | 0.00% | −0.46 |
| GPI Group 1 Automotive Inc. | Reduce -0.3% | 2.47% | −0.39 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.33 |
| BBSI Barrett Business SVCS Inc. | Reduce -0.0% | 1.14% | −0.31 |
| ASPN Aspen Aerogels Inc. | Reduce -5.1% | 0.15% | −0.26 |
| PGY Pagaya Technologies Ltd. Class A | Reduce -0.2% | 0.52% | −0.25 |
| AEM Agnico Eagle Mines Ltd. | Reduce -38.3% | 0.35% | −0.23 |
| ZS Zscaler Inc. | Reduce -0.2% | 0.56% | −0.22 |
| EXTR Extreme Networks Inc. | Reduce -0.1% | 0.72% | −0.21 |
| ARW Arrow Electronics Inc. | Reduce -4.8% | 1.01% | −0.20 |
| CSCO Cisco Systems Inc. | Reduce -25.2% | 0.72% | −0.17 |
| Westgold Resources Ltd. | Sold out | 0.00% | −0.16 |
| BW Babcock & Wilcox Enterpr | Reduce -76.1% | 0.13% | −0.13 |
| STKL Sunopta Inc. | Reduce -5.1% | 0.19% | −0.13 |
| KOP Koppers Holdings Inc. | Reduce -6.1% | 0.88% | −0.12 |
| CAT Caterpillar Inc. | Reduce -50.0% | 0.17% | −0.12 |
| MRCY Mercury Systems Inc. | Reduce -0.1% | 1.21% | −0.12 |
| WSM Williams-Sonoma Inc. | Reduce -0.2% | 0.82% | −0.11 |
| ALTG Alta Equipment Group Inc. | Sold out | 0.00% | −0.11 |
| EVH Evolent Health Inc. Class A | Reduce -4.8% | 0.08% | −0.10 |
| SPSC SPS Commerce Inc. | Reduce -2.4% | 0.42% | −0.10 |
| CBT Cabot Corp. | Reduce -0.1% | 0.51% | −0.10 |
| IRBTQ Irobot Corp. | Sold out | 0.00% | −0.09 |
| ACIW Aci Worldwide Inc. | Reduce -0.1% | 0.58% | −0.09 |
| CBRL Cracker Barrel Old Country | Reduce -1.0% | 0.10% | −0.09 |
| EVLV Evolv Technologies Holdings | Reduce -0.2% | 0.89% | −0.08 |
| TPC Tutor Perini Corp. | Reduce -4.8% | 1.15% | −0.08 |
| PGR Progressive Corp. | Reduce -0.4% | 0.55% | −0.07 |
| INDI Indie Semiconductor Inc. Class A | Reduce -3.0% | 0.30% | −0.07 |
| NSPR Inspiremd Inc. | Sold out | 0.00% | −0.06 |
| NWL Newell Brands Inc. | Sold out | 0.00% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.5% | 0.43% | −0.06 |
| AMRC Ameresco Inc. Class A | Reduce -1.0% | 0.28% | −0.06 |
| ACCO Acco Brands Corp. | Sold out | 0.00% | −0.05 |
| UFPI Ufp Industries Inc. | Reduce -1.3% | 0.56% | −0.04 |
| NATL NCR Atleos Corp. | Reduce -2.6% | 0.45% | −0.04 |
| WTS Watts Water Technologies-A | Reduce -0.3% | 0.85% | −0.04 |
| GEOS Geospace Technologies Corp. | Reduce -0.2% | 0.26% | −0.04 |
| TPH Tri Pointe Homes Inc. | Reduce -0.2% | 0.32% | −0.04 |
| TRS Trimas Corp. | Reduce -0.2% | 0.28% | −0.04 |
| UNFI United Natural Foods Inc. | Reduce -0.1% | 0.21% | −0.03 |
| KOPN Kopin Corp. | Reduce -0.3% | 0.41% | −0.03 |
| DLTH Duluth Holdings Inc. Class B | Reduce -2.3% | 0.03% | −0.03 |
| TNC Tennant Co. | Reduce -0.2% | 0.20% | −0.03 |
| SPT Sprout Social Inc. Class A | Reduce -8.8% | 0.09% | −0.03 |
| CIIXX Wstrn Asst Inst US TRS-Inst | Reduce -21.2% | 0.08% | −0.03 |
| APAM Artisan Partners Asset Ma -A | Reduce -0.2% | 0.23% | −0.02 |
| THG Hanover Insurance Group Inc./ | Reduce -0.2% | 0.72% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| SHV iShares 0-1 Year Treasury Bo | Add +70.8% | 2.91% | +1.14 |
| PNFP Pinnacle Financial Partners | New | 0.45% | +0.45 |
| CSV Carriage Services Inc. | New | 0.42% | +0.42 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.1% | 7.14% | +0.31 |
| EFA iShares MSCI Eafe ETF | Add +6.4% | 4.90% | +0.25 |
| KSS Kohls Corp. | Add +4.7% | 0.95% | +0.24 |
| WGXRF Westgold Resources Ltd. | New | 0.22% | +0.22 |
| PRCH Porch Group Inc. | New | 0.19% | +0.19 |
| AZTA Azenta Inc. | New | 0.17% | +0.17 |
| TRNS Transcat Inc. | New | 0.17% | +0.17 |
| DHR Danaher Corp. | Add +36.0% | 0.50% | +0.17 |
| ANIK Anika Therapeutics Inc. | Add +132.7% | 0.27% | +0.15 |
| GT Goodyear Tire & Rubber Co. | Add +6.9% | 0.85% | +0.15 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 0.74% | +0.15 |
| TILVX Nuveen LRG Cap Val Indx F-R6 | New | 0.11% | +0.11 |
| SPGI S&P Global Inc. | Add +20.9% | 0.47% | +0.09 |
| WDC Western Digital Corp. | New | 0.09% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | Add +5.1% | 0.72% | +0.08 |
| RGP Resources Connection Inc. | New | 0.07% | +0.07 |
| IWF iShares Russell 1000 Growth | Add +27.6% | 0.23% | +0.04 |
| NEXT Nextdecade Corp. | New | 0.04% | +0.04 |
| IWM iShares Russell 2000 ETF | Add +3.7% | 2.64% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +6.9% | 1.50% | +0.03 |
| IWV iShares Russell 3000 ETF | Add +2.9% | 1.75% | +0.02 |
| SM SM Energy Co. | Add +41.8% | 0.63% | +0.01 |
| PFE Pfizer Inc. | Add +7.8% | 0.58% | +0.01 |
| BURBY Burberry Group PLC-Spon ADR | Add +3.5% | 0.12% | +0.01 |
| TALO Talos Energy Inc. | Add +0.5% | 0.07% | +0.01 |
| WPM Wheaton Precious Metals Corp. | Add +0.3% | 0.38% | +0.01 |
| VTMGX Vanguard Dev MKT Indx-Adm | Add +1.7% | 0.28% | +0.01 |
| REMYY Remy Cointreau-Unsp ADR | Add +32.4% | 0.05% | +0.00 |
| ANWPX Amer FNDS New Perspect-A | Add +6.7% | 0.18% | −0.00 |
| SGOV iShares 0-3 Month Treasury B | Add +3.0% | 0.32% | −0.00 |
| V Visa Inc. Class A | Add +0.3% | 0.52% | −0.00 |
| AVD American Vanguard Corp. | Add +42.1% | 0.09% | −0.01 |
| FSKAX Fidelity TTL MKT Indx | Add +0.9% | 1.02% | −0.01 |
| CHD Church & Dwight Co. Inc. | Add +0.3% | 0.34% | −0.03 |
| ICE Intercontinental Exchange Inc. | Add +0.3% | 0.42% | −0.03 |
| OTIS Otis Worldwide Corp. | Add +0.3% | 0.46% | −0.04 |
| CVGI Commercial Vehicle Group Inc. | Add +7.0% | 0.39% | −0.06 |
| FNV Franco-Nevada Corp. | Add +3.5% | 0.77% | −0.06 |
| MSFT Microsoft Corp. | Add +0.2% | 0.84% | −0.09 |
| ZTS Zoetis Inc. | Add +0.3% | 0.46% | −0.09 |
| ADP Automatic Data Processing | Add +0.3% | 0.59% | −0.11 |
| TDY Teledyne Technologies Inc. | Add +0.3% | 0.62% | −0.12 |
| FAST Fastenal Co. | Add +0.4% | 0.52% | −0.14 |
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 |