Ironwood Investment Management LLC 13F Holdings · Q2 2026
Ironwood Investment Management LLC reported 177 securities worth $289.21M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (7.23%), EFA (4.73%), VICR (3.35%). Among its top 25 positions this quarter: 12 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Market ET | $20.9M | 7.23% | 56,505 | Added |
| 2 | EFA | Msci Eafe | $13.7M | 4.73% | 131,779 | Added |
| 3 | VICR | Vicor Corp | $9.7M | 3.35% | 25,507 | Trimmed |
| 4 | MYRG | MYR Group | $8.9M | 3.06% | 17,700 | Added |
| 5 | SHV | iShares Short Treasury Bond ET | $7.5M | 2.59% | 67,806 | Added |
| 6 | DY | Dycom Industries Inc | $7.1M | 2.47% | 14,125 | Trimmed |
| 7 | TTMI | Ttm Technologies Inc | $6.0M | 2.09% | 32,331 | Trimmed |
| 8 | EXTR | Extreme Networks Inc. | $5.2M | 1.81% | 161,853 | Added |
| 9 | IWV | iShares Russell 3000 ETF | $5.2M | 1.79% | 12,154 | Added |
| 10 | CYTK | Cytokinetics Inc | $4.8M | 1.67% | 56,589 | Trimmed |
| 11 | C | Citigroup Inc New | $4.7M | 1.62% | 33,462 | Trimmed |
| 12 | BBIO | BridgeBio Pharma Inc. | $4.6M | 1.58% | 61,163 | Added |
| 13 | MRCY | Mercury Systems | $4.5M | 1.54% | 36,457 | Trimmed |
| 14 | VWO | Vanguard FTSE Emerging Markets | $4.3M | 1.50% | 72,554 | Added |
| 15 | GPI | Group 1 Automotive | $4.3M | 1.47% | 14,627 | Hold |
| 16 | ARW | Arrow Electronics | $4.1M | 1.42% | 19,295 | Hold |
| 17 | SGI | Somnigroup International Inc. | $3.7M | 1.28% | 47,124 | Added |
| 18 | ASML | ASML Holding N.V. | $3.7M | 1.27% | 1,847 | Trimmed |
| 19 | COHR | Coherent Corp | $3.6M | 1.24% | 9,063 | Trimmed |
| 20 | GFF | Griffon Corp | $3.4M | 1.17% | 34,647 | Hold |
| 21 | PI | Impinj, Inc. | $3.3M | 1.15% | 23,262 | Added |
| 22 | TPC | Tutor Perini Corp | $3.3M | 1.15% | 40,160 | Trimmed |
| 23 | GM | General Mtrs Corp | $3.3M | 1.13% | 42,500 | Hold |
| 24 | SMCI | Super Micro Computer, Inc. | $3.2M | 1.10% | 108,638 | Added |
| 25 | CVGI | Commercial Vehicle Group | $3.1M | 1.08% | 677,040 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR