Ironwood Investment Counsel, LLC 13F 持仓 · 2026年Q2
Ironwood Investment Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 267 只证券，申报市值合计 7.62 亿美元。前几大持仓：AAPL（4.58%）、FNDA（4.53%）、MSFT（4.00%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple | $34.9M | 4.58% | 120,730 | 减持 |
| 2 | FNDA | Schwab Fundemental US Small Company ETF | $34.5M | 4.53% | 907,290 | 减持 |
| 3 | MSFT | Microsoft | $30.5M | 4.00% | 81,764 | 减持 |
| 4 | GOOGL | Alphabet Inc Class A | $21.9M | 2.88% | 61,393 | 减持 |
| 5 | AKRE | Akre Focus ETF | $18.2M | 2.39% | 342,562 | 减持 |
| 6 | FNDX | Schwab Fundamental US Large Company ETF | $17.5M | 2.30% | 563,849 | 增持 |
| 7 | AMZN | Amazon.com Inc. | $17.3M | 2.27% | 72,532 | 减持 |
| 8 | JNJ | Johnson & Johnson | $16.2M | 2.13% | 63,795 | 增持 |
| 9 | KLAC | KLA Corporation | $13.6M | 1.78% | 44,974 | 增持 |
| 10 | BRK.B | Berkshire Hathaway Inc Class B | $12.7M | 1.67% | 25,472 | 增持 |
| 11 | AXP | American Express | $12.5M | 1.65% | 37,095 | 减持 |
| 12 | SCHW | Charles Schwab Corp | $11.6M | 1.52% | 125,392 | 减持 |
| 13 | JPST | JPMorgan Ultra-Short Income ETF | $11.3M | 1.48% | 223,060 | 增持 |
| 14 | TER | Teradyne, Inc. | $11.1M | 1.45% | 22,848 | 减持 |
| 15 | SYY | Sysco | $10.4M | 1.36% | 124,169 | 增持 |
| 16 | MA | Mastercard | $10.0M | 1.31% | 19,417 | 增持 |
| 17 | IVV | iShares S&P 500 Index | $9.9M | 1.30% | 13,185 | 减持 |
| 18 | QCOM | Qualcomm | $9.9M | 1.30% | 53,528 | 增持 |
| 19 | JPM | JP Morgan Chase & Co | $9.5M | 1.25% | 29,069 | 增持 |
| 20 | USB | US Bancorp | $9.5M | 1.25% | 157,862 | 增持 |
| 21 | IWD | iShares Russell 1000 Value Index | $9.4M | 1.23% | 38,693 | 增持 |
| 22 | LMT | Lockheed Martin Corp | $9.4M | 1.23% | 18,356 | 增持 |
| 23 | AVGO | Broadcom Ltd | $8.8M | 1.16% | 23,390 | 增持 |
| 24 | NVDA | NVIDIA Corp | $7.9M | 1.04% | 39,561 | 增持 |
| 25 | BUD | Anheuser-Busch Inbev SA ADR | $7.7M | 1.01% | 93,717 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR