Ironwood Investment Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Ironwood Investment Management LLC reported 179 stock positions worth $239.8 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, 5.1%) and iShares 0-1 Year Treasury Bo (SHV, 3.0%). Compared with Q4 2025, it opened 13 new positions, sold out of 6, added to 36 and reduced 96. The biggest buy was a new position in Cantor Equity Partners Class A (CEPT) and the biggest sale iShares Russell 2000 ETF (IWM, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001127761
- Portfolio Value
- $239.8M (Q1 2026)
- SEC Filing
- 0001376474-26-000378 ↗ filed May 15, 2026
Holdings Value
Holdings 179 stocks · $239.8M
| VTI VG Morningstar TS MKT ETF-US | 7.25% | 54,181 | $17.4M | Add +6.9% |
| EFA iShares MSCI Eafe ETF | 5.08% | 125,547 | $12.2M | Add +3.5% |
| SHV iShares 0-1 Year Treasury Bo | 2.97% | 64,616 | $7.1M | Add +2.7% |
| MYRG MYR Group Inc./Delaware | 2.08% | 17,693 | $5.0M | Reduce -1.3% |
| VICR Vicor Corp. | 2.07% | 30,889 | $5.0M | Reduce -0.9% |
| GPI Group 1 Automotive Inc. | 2.02% | 14,627 | $4.8M | Reduce -2.0% |
| DY Dycom Industries Inc. | 2.01% | 14,192 | $4.8M | Reduce -1.2% |
| BBIO Bridgebio Pharma Inc. | 1.89% | 60,960 | $4.5M | Reduce -1.4% |
| IWV iShares Russell 3000 ETF | 1.74% | 11,282 | $4.2M | Add +4.9% |
| C Citigroup Inc. | 1.68% | 35,562 | $4.0M | Reduce -0.0% |
| CYTK Cytokinetics Inc. | 1.56% | 56,738 | $3.7M | Reduce -0.9% |
| VWO Vanguard Ftse Emerging Marke | 1.55% | 68,590 | $3.7M | Add +3.1% |
| SGI Somnigroup International Inc. | 1.45% | 46,975 | $3.5M | Reduce -1.4% |
| PEGA Pegasystems Inc. | 1.39% | 78,365 | $3.3M | Reduce -1.3% |
| TTMI TTM Technologies | 1.32% | 32,617 | $3.2M | Reduce -4.0% |
| GM General Motors Co. | 1.32% | 42,500 | $3.2M | Reduce -6.6% |
| TPC Tutor Perini Corp. | 1.29% | 40,212 | $3.1M | Reduce -1.1% |
| SM SM Energy Co. | 1.24% | 95,390 | $3.0M | Add +19.1% |
| COHR Coherent Corp. | 1.21% | 12,182 | $2.9M | Reduce -1.1% |
| MCK McKesson Corp. | 1.19% | 3,305 | $2.9M | Reduce -0.4% |
| ARW Arrow Electronics Inc. | 1.15% | 19,295 | $2.8M | Reduce -11.9% |
| MRCY Mercury Systems Inc. | 1.15% | 37,678 | $2.7M | Reduce -4.4% |
| DAR Darling Ingredients Inc. | 1.10% | 42,465 | $2.6M | Reduce -0.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.09% | 1,973 | $2.6M | Add +22.8% |
| GFF Griffon Corp. | 1.05% | 34,647 | $2.5M | Reduce -4.8% |
| EXTR Extreme Networks Inc. | 1.01% | 161,362 | $2.4M | Add +56.2% |
| SMCI Super Micro Computer Inc. | 0.99% | 104,318 | $2.4M | Reduce -0.5% |
| PI Impinj Inc. | 0.97% | 22,710 | $2.3M | Add +36.4% |
| FSKAX Fidelity TTL MKT Indx | 0.97% | 12,953 | $2.3M | No change |
| KOP Koppers Holdings Inc. | 0.96% | 59,416 | $2.3M | Reduce -23.3% |
| FNV Franco-Nevada Corp. | 0.96% | 9,302 | $2.3M | Add +5.6% |
| BBSI Barrett Business SVCS Inc. | 0.91% | 74,489 | $2.2M | Reduce -0.5% |
| CVGI Commercial Vehicle Group Inc. | 0.91% | 637,040 | $2.2M | No change |
| WTS Watts Water Technologies-A | 0.87% | 7,209 | $2.1M | Reduce -1.1% |
| FRPT Freshpet Inc. | 0.87% | 35,207 | $2.1M | Add +0.3% |
| NPKI NPK International Inc. | 0.85% | 140,616 | $2.0M | Reduce -0.9% |
| WSM Williams-Sonoma Inc. | 0.83% | 10,926 | $2.0M | Add +0.5% |
| ATRO Astronics Corp. | 0.82% | 29,407 | $2.0M | Reduce -1.3% |
| PFE Pfizer Inc. | 0.76% | 64,890 | $1.8M | Add +17.6% |
| IWM iShares Russell 2000 ETF | 0.75% | 7,244 | $1.8M | Reduce -71.6% |
| EVLV Evolv Technologies Holdings | 0.73% | 290,388 | $1.8M | Reduce -1.7% |
| CSCO Cisco Systems Inc. | 0.72% | 22,200 | $1.7M | Reduce -0.4% |
| TDY Teledyne Technologies Inc. | 0.70% | 2,772 | $1.7M | Reduce -4.5% |
| AUPH Aurinia Pharmaceuticals Inc. | 0.70% | 113,066 | $1.7M | Reduce -1.4% |
| THG Hanover Insurance Group Inc./ | 0.67% | 9,237 | $1.6M | Reduce -0.8% |
| GT Goodyear Tire & Rubber Co. | 0.66% | 240,000 | $1.6M | Add +3.5% |
| GOOGL Alphabet Inc. Class A | 0.65% | 5,394 | $1.6M | Reduce -4.2% |
| CEPT Cantor Equity Partners Class A | 0.62% | 135,611 | $1.5M | New |
| MSFT Microsoft Corp. | 0.61% | 3,966 | $1.5M | Reduce -3.5% |
| KSS Kohls Corp. | 0.61% | 112,800 | $1.5M | Add +1.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.60% | 5,944 | $1.4M | Add +2.1% |
| SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD | 0.59% | 41,676 | $1.4M | Reduce -1.1% |
| FAST Fastenal Co. | 0.57% | 29,631 | $1.4M | Reduce -4.5% |
| UFPI Ufp Industries Inc. | 0.57% | 14,725 | $1.4M | Add +0.2% |
| CBT Cabot Corp. | 0.56% | 17,966 | $1.4M | Reduce -1.0% |
| BDC Belden Inc. | 0.56% | 11,751 | $1.3M | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.54% | 39,470 | $1.3M | Add +381.3% |
| LXU LSB Industries Inc. | 0.53% | 85,224 | $1.3M | Add +4.4% |
| NATL NCR Atleos Corp. | 0.51% | 27,908 | $1.2M | No change |
| BBT Beacon Financial Corp. | 0.50% | 40,327 | $1.2M | Add +64.7% |
| ACIW Aci Worldwide Inc. | 0.49% | 28,563 | $1.2M | Reduce -1.5% |
| ONTO Onto Innovation Inc. | 0.49% | 5,688 | $1.2M | Reduce -1.1% |
| PGR Progressive Corp. | 0.47% | 5,699 | $1.1M | Reduce -1.0% |
| TPH Tri Pointe Homes Inc. | 0.47% | 23,975 | $1.1M | Reduce -1.0% |
| PGY Pagaya Technologies Ltd. Class A | 0.46% | 94,311 | $1.1M | Add +58.5% |
| HBAN Huntington Bancshares Inc. | 0.46% | 70,078 | $1.1M | New |
| KRNT Kornit Digital Ltd. | 0.45% | 73,655 | $1.1M | Reduce -0.8% |
| CSV Carriage Services Inc. | 0.45% | 23,468 | $1.1M | No change |
| ADP Automatic Data Processing | 0.44% | 5,235 | $1.1M | Reduce -4.5% |
| AVBC Avidia Bancorp Inc. | 0.44% | 53,635 | $1.1M | Reduce -1.0% |
| V Visa Inc. Class A | 0.43% | 3,392 | $1.0M | Reduce -4.5% |
| ZETA Zeta Global Holdings Corp. Class A | 0.43% | 64,177 | $1.0M | Reduce -1.5% |
| BHR Braemar Hotels & Resorts Inc. | 0.42% | 431,444 | $1.0M | No change |
| DNLI Denali Therapeutics Inc. | 0.42% | 52,062 | $1000K | Add +2.2% |
| ZTS Zoetis Inc. | 0.41% | 8,259 | $976K | Reduce -4.4% |
| PNFP Pinnacle Financial Partners | 0.41% | 11,327 | $976K | No change |
| WPM Wheaton Precious Metals Corp. | 0.40% | 7,376 | $966K | Reduce -4.5% |
| ANIK Anika Therapeutics Inc. | 0.40% | 65,567 | $951K | Reduce -0.1% |
| DHR Danaher Corp. | 0.39% | 4,927 | $934K | Reduce -4.6% |
| CRM Salesforce Inc. | 0.39% | 4,994 | $932K | Reduce -0.1% |
| OTIS Otis Worldwide Corp. | 0.39% | 12,042 | $928K | Reduce -4.5% |
| JPM JPMorgan Chase & Co. | 0.39% | 3,154 | $928K | No change |
| KOPN Kopin Corp. | 0.39% | 411,563 | $926K | Reduce -1.5% |
| ICE Intercontinental Exchange Inc. | 0.38% | 5,848 | $920K | Reduce -4.6% |
| COST Costco Wholesale Corp. | 0.38% | 919 | $916K | New |
| ORI Old Republic Intl Corp. | 0.37% | 22,248 | $888K | Reduce -0.9% |
| GSHD Goosehead Insurance Inc. Class A | 0.36% | 20,432 | $872K | New |
| SPGI S&P Global Inc. | 0.36% | 2,049 | $872K | Reduce -4.7% |
| ZS Zscaler Inc. | 0.34% | 5,796 | $813K | Reduce -2.8% |
| FITB Fifth Third Bancorp | 0.34% | 17,398 | $808K | No change |
| STKL Sunopta Inc. | 0.33% | 123,236 | $799K | Add +1.7% |
| CALY Callaway Golf Company | 0.33% | 56,749 | $788K | Reduce -0.5% |
| PRCH Porch Group Inc. | 0.32% | 107,891 | $774K | Add +117.2% |
| GS Goldman Sachs Group Inc. | 0.31% | 889 | $752K | Reduce -5.3% |
| BW Babcock & Wilcox Enterpr | 0.31% | 49,857 | $732K | Reduce -1.1% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 2,523 | $716K | Reduce -0.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.29% | 19,195 | $705K | Reduce -4.5% |
| TCBK Trico Bancshares | 0.29% | 14,611 | $695K | Reduce -1.2% |
| VTMGX Vanguard Dev MKT Indx-Adm | 0.29% | 33,639 | $691K | Add +0.2% |
| CMP Compass Minerals Internation | 0.28% | 28,884 | $674K | Reduce -0.4% |
Portfolio Sells Q4 2025 → Q1 2026
| IWM iShares Russell 2000 ETF | Reduce -71.6% | 0.75% | −1.89 |
| PEGA Pegasystems Inc. | Reduce -1.3% | 1.39% | −0.60 |
| CADE Cadence Bank | Sold out | 0.00% | −0.52 |
| GPI Group 1 Automotive Inc. | Reduce -2.0% | 2.02% | −0.45 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −0.35 |
| SGI Somnigroup International Inc. | Reduce -1.4% | 1.45% | −0.34 |
| CHD Church & Dwight Co. Inc. | Sold out | 0.00% | −0.34 |
| SMCI Super Micro Computer Inc. | Reduce -0.5% | 0.99% | −0.30 |
| GM General Motors Co. | Reduce -6.6% | 1.32% | −0.24 |
| BBSI Barrett Business SVCS Inc. | Reduce -0.5% | 0.91% | −0.23 |
| ZS Zscaler Inc. | Reduce -2.8% | 0.34% | −0.22 |
| MSFT Microsoft Corp. | Reduce -3.5% | 0.61% | −0.22 |
| QTRX Quanterix Corp. | Reduce -1.4% | 0.25% | −0.21 |
| SPSC SPS Commerce Inc. | Reduce -8.5% | 0.24% | −0.18 |
| CRM Salesforce Inc. | Reduce -0.1% | 0.39% | −0.17 |
| EVLV Evolv Technologies Holdings | Reduce -1.7% | 0.73% | −0.16 |
| ADP Automatic Data Processing | Reduce -4.5% | 0.44% | −0.15 |
| WGXRF Westgold Resources Ltd. | Reduce -64.4% | 0.07% | −0.15 |
| SHOO Steven Madden Ltd. | Reduce -1.1% | 0.59% | −0.15 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -4.5% | 0.29% | −0.14 |
| ZETA Zeta Global Holdings Corp. Class A | Reduce -1.5% | 0.43% | −0.13 |
| HBM Hudbay Minerals Inc. | Reduce -54.8% | 0.11% | −0.12 |
| BURBY Burberry Group PLC-Spon ADR | Sold out | 0.00% | −0.12 |
| SPGI S&P Global Inc. | Reduce -4.7% | 0.36% | −0.11 |
| DHR Danaher Corp. | Reduce -4.6% | 0.39% | −0.11 |
| BBIO Bridgebio Pharma Inc. | Reduce -1.4% | 1.89% | −0.10 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.10 |
| V Visa Inc. Class A | Reduce -4.5% | 0.43% | −0.10 |
| JOHNSON MATTHEY PUB LTD CO SPON ADR | Sold out | 0.00% | −0.10 |
| ACIW Aci Worldwide Inc. | Reduce -1.5% | 0.49% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -4.2% | 0.65% | −0.09 |
| SONO Sonos Inc. | Reduce -1.5% | 0.24% | −0.08 |
| PGR Progressive Corp. | Reduce -1.0% | 0.47% | −0.08 |
| GEOS Geospace Technologies Corp. | Reduce -2.0% | 0.18% | −0.08 |
| GFF Griffon Corp. | Reduce -4.8% | 1.05% | −0.08 |
| OTIS Otis Worldwide Corp. | Reduce -4.5% | 0.39% | −0.08 |
| AUPH Aurinia Pharmaceuticals Inc. | Reduce -1.4% | 0.70% | −0.07 |
| AZTA Azenta Inc. | Reduce -4.0% | 0.10% | −0.07 |
| MRCY Mercury Systems Inc. | Reduce -4.4% | 1.15% | −0.06 |
| C Citigroup Inc. | Reduce -0.0% | 1.68% | −0.06 |
| ORI Old Republic Intl Corp. | Reduce -0.9% | 0.37% | −0.06 |
| ZTS Zoetis Inc. | Reduce -4.4% | 0.41% | −0.05 |
| THG Hanover Insurance Group Inc./ | Reduce -0.8% | 0.67% | −0.05 |
| SPT Sprout Social Inc. Class A | Reduce -1.7% | 0.04% | −0.04 |
| SGOV iShares 0-3 Month Treasury B | Reduce -13.4% | 0.27% | −0.04 |
| AMRC Ameresco Inc. Class A | Reduce -0.6% | 0.24% | −0.04 |
| EVH Evolent Health Inc. Class A | Reduce -6.9% | 0.04% | −0.04 |
| DY Dycom Industries Inc. | Reduce -1.2% | 2.01% | −0.04 |
| CAT Caterpillar Inc. | Reduce -35.7% | 0.13% | −0.04 |
| ICE Intercontinental Exchange Inc. | Reduce -4.6% | 0.38% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| CEPT Cantor Equity Partners Class A | New | 0.62% | +0.62 |
| SM SM Energy Co. | Add +19.1% | 1.24% | +0.61 |
| HBAN Huntington Bancshares Inc. | New | 0.46% | +0.46 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +381.3% | 0.54% | +0.43 |
| COST Costco Wholesale Corp. | New | 0.38% | +0.38 |
| ASML ASML Holding NV-NY Reg SHS | Add +22.8% | 1.09% | +0.36 |
| GSHD Goosehead Insurance Inc. Class A | New | 0.36% | +0.36 |
| EXTR Extreme Networks Inc. | Add +56.2% | 1.01% | +0.29 |
| LXU LSB Industries Inc. | Add +4.4% | 0.53% | +0.24 |
| BBT Beacon Financial Corp. | Add +64.7% | 0.50% | +0.23 |
| EDEN iShares MSCI Denmark ETF | New | 0.19% | +0.19 |
| FNV Franco-Nevada Corp. | Add +5.6% | 0.96% | +0.19 |
| EFA iShares MSCI Eafe ETF | Add +3.5% | 5.08% | +0.19 |
| PFE Pfizer Inc. | Add +17.6% | 0.76% | +0.18 |
| MKL Markel Group Inc. | New | 0.15% | +0.15 |
| STKL Sunopta Inc. | Add +1.7% | 0.33% | +0.14 |
| PRCH Porch Group Inc. | Add +117.2% | 0.32% | +0.13 |
| NOG Northern Oil and Gas Inc. | New | 0.11% | +0.11 |
| SNDK Sandisk Corp. | New | 0.11% | +0.11 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.9% | 7.25% | +0.11 |
| TGT Target Corp. | New | 0.09% | +0.09 |
| CNNE Cannae Holdings Inc. | New | 0.09% | +0.09 |
| ASPN Aspen Aerogels Inc. | Add +30.7% | 0.24% | +0.09 |
| AVNT Avient Corp. | New | 0.09% | +0.09 |
| FMC FMC Corp. | New | 0.08% | +0.08 |
| DNLI Denali Therapeutics Inc. | Add +2.2% | 0.42% | +0.06 |
| REMYY Remy Cointreau-Unsp ADR | Add +136.3% | 0.11% | +0.06 |
| SHV iShares 0-1 Year Treasury Bo | Add +2.7% | 2.97% | +0.06 |
| NOMD Nomad Foods Ltd. | New | 0.06% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +3.1% | 1.55% | +0.04 |
| RGP Resources Connection Inc. | Add +108.6% | 0.10% | +0.04 |
| DLTH Duluth Holdings Inc. Class B | Add +0.8% | 0.05% | +0.02 |
| WSM Williams-Sonoma Inc. | Add +0.5% | 0.83% | +0.01 |
| CRI Carter's Inc. | Add +1.3% | 0.11% | +0.01 |
| UIS Unisys Corp. | Add +54.1% | 0.07% | +0.01 |
| VTMGX Vanguard Dev MKT Indx-Adm | Add +0.2% | 0.29% | +0.00 |
| UFPI Ufp Industries Inc. | Add +0.2% | 0.57% | +0.00 |
| IWV iShares Russell 3000 ETF | Add +4.9% | 1.74% | −0.01 |
| MQ Marqeta Inc. | Add +0.2% | 0.04% | −0.01 |
| TTEC Ttec Holdings Inc. | Add +1.2% | 0.02% | −0.01 |
| MEI Methode Electronics Inc. | Add +0.2% | 0.07% | −0.01 |
| INDI Indie Semiconductor Inc. Class A | Add +1.7% | 0.28% | −0.02 |
| FRPT Freshpet Inc. | Add +0.3% | 0.87% | −0.03 |
| PGY Pagaya Technologies Ltd. Class A | Add +58.5% | 0.46% | −0.06 |
| VYX NCR Voyix Corp. | Add +30.9% | 0.28% | −0.07 |
| IBM Intl Business Machines Corp. | Add +2.1% | 0.60% | −0.12 |
| GT Goodyear Tire & Rubber Co. | Add +3.5% | 0.66% | −0.19 |
| PI Impinj Inc. | Add +36.4% | 0.97% | −0.25 |
| KSS Kohls Corp. | Add +1.8% | 0.61% | −0.34 |
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 |