Ironwood Investment Management LLC Top Holdings and 13F Report (2024) → The only financial event in 2024 that matters (From Porter & Company) (Ad) About Ironwood Investment Management LLCInvestment ActivityIronwood Investment Management LLC has $204.88 million in total holdings as of March 31, 2024.Ironwood Investment Management LLC owns shares of 174 different stocks, but just 71 companies or ETFs make up 80% of its holdings.Approximately 9.55% of the portfolio was purchased this quarter.About 16.99% of the portfolio was sold this quarter.This quarter, Ironwood Investment Management LLC has purchased 168 new stocks and bought additional shares in 66 stocks.Ironwood Investment Management LLC sold shares of 75 stocks and completely divested from 9 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $10,787,929iShares MSCI EAFE ETF $8,441,282Super Micro Computer $7,331,808Group 1 Automotive $6,393,116Koppers $5,522,296 Largest New Holdings this Quarter MSILF Treasury Port Inst. $1,747,014 Holdingindie Semiconductor $766,941 HoldingCompass Minerals International $459,309 HoldingPacer US Cash Cows 100 ETF $435,825 HoldingPacer US Small Cap Cash Cows 100 ETF $417,860 Holding Largest Purchases this Quarter MSILF Treasury Port Inst. 1,747,014 shares (about $1.75M)Citigroup 17,225 shares (about $1.09M)Arrow Electronics 5,945 shares (about $769.64K)indie Semiconductor 108,325 shares (about $766.94K)Group 1 Automotive 2,400 shares (about $701.35K) Largest Sales this Quarter Super Micro Computer 22,933 shares (about $23.16M)Columbia Banking System 27,121 shares (about $524.79K)iShares Short Treasury Bond ETF 3,847 shares (about $425.25K)iShares MSCI EAFE ETF 3,623 shares (about $289.33K)Progressive 949 shares (about $196.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIronwood Investment Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$10,787,929$166,856 ▼-1.5%41,5085.3%ETFEFAiShares MSCI EAFE ETF$8,441,282$289,333 ▼-3.3%105,7014.1%FinanceSMCISuper Micro Computer$7,331,808$23,163,019 ▼-76.0%7,2593.6%Computer and TechnologyGPIGroup 1 Automotive$6,393,116$701,352 ▲12.3%21,8773.1%Retail/WholesaleKOPKoppers$5,522,296$598,043 ▲12.1%100,0962.7%Basic MaterialsBBSIBarrett Business Services$4,365,631$363,180 ▲9.1%34,4512.1%Business ServicesFRPTFreshpet$4,222,981$56,424 ▼-1.3%36,4492.1%Consumer StaplesCYTKCytokinetics$4,190,755$130,054 ▼-3.0%59,7742.0%MedicalGFFGriffon$4,136,009$696,730 ▲20.3%56,3952.0%Multi-Sector ConglomeratesARWArrow Electronics$3,823,601$769,640 ▲25.2%29,5351.9%Computer and TechnologyCVGICommercial Vehicle Group$3,719,388$523,903 ▲16.4%578,4431.8%Auto/Tires/TrucksTTMITTM Technologies$3,240,567$319,964 ▲11.0%207,0651.6%Computer and TechnologyMYRGMYR Group$3,232,757$71,053 ▼-2.2%18,2901.6%UtilitiesSHViShares Short Treasury Bond ETF$3,180,457$425,247 ▼-11.8%28,7721.6%ETFPIImpinj$3,086,334$132,134 ▼-4.1%24,0351.5%Computer and TechnologyTPXTempur Sealy International$2,829,806$175,346 ▼-5.8%49,8031.4%Retail/WholesaleKSSKohl's$2,807,145$466,400 ▲19.9%96,3001.4%Retail/WholesalePEGAPegasystems$2,670,214$76,404 ▼-2.8%41,3091.3%Computer and TechnologyIWViShares Russell 3000 ETF$2,629,601$108,929 ▼-4.0%8,7631.3%ETFMSFTMicrosoft$2,611,665$467,811 ▲21.8%6,2081.3%Computer and TechnologyPRFTPerficient$2,603,581$97,832 ▼-3.6%46,2531.3%Computer and TechnologyNVONovo Nordisk A/S$2,546,172$67,924 ▲2.7%19,8301.2%MedicalVWOVanguard FTSE Emerging Markets ETF$2,404,407$184,248 ▼-7.1%57,5631.2%ETFBECNBeacon Roofing Supply$2,401,490$138,012 ▼-5.4%24,5001.2%Retail/WholesaleCCitigroup$2,311,232$1,089,309 ▲89.1%36,5471.1%FinanceGMGeneral Motors$2,199,475$408,150 ▲22.8%48,5001.1%Auto/Tires/TrucksSPSCSPS Commerce$2,173,684$38,089 ▼-1.7%11,7561.1%Business ServicesDYDycom Industries$2,090,802$114,106 ▼-5.2%14,5671.0%ConstructionDARDarling Ingredients$2,071,090$68,742 ▼-3.2%44,5301.0%Consumer StaplesJPMJPMorgan Chase & Co.$1,953,726$483,925 ▲32.9%9,7541.0%FinanceBBIOBridgeBio Pharma$1,949,537$44,927 ▼-2.3%63,0511.0%MedicalMCKMcKesson$1,932,660$153,002 ▼-7.3%3,6000.9%MedicalFidelity Total Market Index Fu$1,924,9500.0%13,2760.9%COMUFPIUFP Industries$1,881,930$4,305 ▼-0.2%15,2990.9%ConstructionBDCBelden$1,810,618$361,179 ▲24.9%19,5510.9%Industrial ProductsWSMWilliams-Sonoma$1,786,741$33,341 ▼-1.8%5,6270.9%Retail/WholesaleMSILF Treasury Port Inst.$1,747,014$1,747,014 ▲New Holding1,747,0140.9%COMCRMSalesforce$1,615,228$127,399 ▼-7.3%5,3630.8%Computer and TechnologyWTSWatts Water Technologies$1,582,435$8,927 ▼-0.6%7,4450.8%Computer and TechnologyPFEPfizer$1,519,867$670,301 ▲78.9%54,7700.7%MedicalSMSM Energy$1,455,121$124,625 ▼-7.9%29,1900.7%Oils/EnergySHOOSteven Madden$1,449,401$22,873 ▼-1.6%34,2810.7%Consumer DiscretionaryCBTCabot$1,443,944$88,143 ▼-5.8%15,6610.7%Basic MaterialsZTSZoetis$1,412,057$37,903 ▲2.8%8,3450.7%MedicalPGRProgressive$1,390,658$196,272 ▼-12.4%6,7240.7%FinanceADPAutomatic Data Processing$1,354,590$35,713 ▲2.7%5,4240.7%Business ServicesTHGThe Hanover Insurance Group$1,313,768$76,119 ▼-5.5%9,6480.6%FinanceIBMInternational Business Machines$1,252,6970.0%6,5600.6%Computer and TechnologyEXTRExtreme Networks$1,242,950$67,047 ▼-5.1%107,7080.6%Computer and TechnologyOTISOtis Worldwide$1,240,577$33,653 ▲2.8%12,4970.6%ConstructionCSCOCisco Systems$1,237,431$294,472 ▲31.2%24,7930.6%Computer and TechnologyTDYTeledyne Technologies$1,234,295$33,916 ▲2.8%2,8750.6%AerospaceVICRVicor$1,229,340$5,124 ▲0.4%32,1480.6%Computer and TechnologyMRCYMercury Systems$1,203,659$80,034 ▲7.1%40,8020.6%Computer and TechnologyFASTFastenal$1,186,182$31,782 ▲2.8%15,3770.6%Retail/WholesaleNRNewpark Resources$1,040,243$664,240 ▲176.7%144,0780.5%Oils/EnergyFITBFifth Third Bancorp$1,000,8750.0%26,8980.5%FinanceACIWACI Worldwide$999,256$58,416 ▼-5.5%30,0890.5%Computer and TechnologyCHDChurch & Dwight$999,081$27,121 ▲2.8%9,5780.5%Consumer StaplesBHRBraemar Hotels & Resorts$986,564$167,000 ▲20.4%493,2820.5%FinanceVVisa$983,199$28,187 ▲3.0%3,5230.5%Business ServicesPNFPPinnacle Financial Partners$972,7630.0%11,3270.5%FinanceTPHTri Pointe Homes$970,289$12,371 ▼-1.3%25,0980.5%ConstructionDHRDanaher$945,440$26,970 ▲2.9%3,7860.5%Multi-Sector ConglomeratesMODGTopgolf Callaway Brands$939,768$2,927 ▲0.3%58,1180.5%Consumer DiscretionaryEVBGEverbridge$938,146$5,677 ▲0.6%26,9350.5%Computer and TechnologySTKLSunOpta$904,855$3,071 ▼-0.3%131,7110.4%Consumer StaplesBBarnes Group$902,002$358,126 ▲65.8%24,2800.4%Industrial ProductsTPCTutor Perini$865,735$21,343 ▼-2.4%59,8710.4%ConstructionCADECadence Bank$852,339$14,152 ▼-1.6%29,3910.4%FinanceGSThe Goldman Sachs Group$851,670$229,730 ▲36.9%2,0390.4%FinanceMKCMcCormick & Company, Incorporated$847,906$58,145 ▲7.4%11,0390.4%Consumer StaplesGOOGLAlphabet$844,906$348,045 ▲70.0%5,5980.4%Computer and TechnologyFNVFranco-Nevada$833,524$52,669 ▲6.7%6,9950.4%Basic MaterialsZSZscaler$828,887$4,238 ▼-0.5%4,3030.4%Computer and TechnologyQRVOQorvo$790,949$69,472 ▼-8.1%6,8880.4%Computer and TechnologyTNCTennant$782,317$16,053 ▼-2.0%6,4330.4%Industrial ProductsCOHRCoherent$780,846$27,764 ▼-3.4%12,8810.4%Business ServicesNCRNCR$778,261$127,247 ▲19.5%61,6200.4%Computer and TechnologyINDIindie Semiconductor$766,941$766,941 ▲New Holding108,3250.4%Computer and TechnologySPGIS&P Global$758,152$410,985 ▲118.4%1,7820.4%Business ServicesDEDeere & Company$740,153$287,518 ▲63.5%1,8020.4%Industrial ProductsDNLIDenali Therapeutics$740,033$371,945 ▲101.0%36,0640.4%MedicalZETAZeta Global$732,583$6,984 ▲1.0%67,0250.4%Business ServicesLXULSB Industries$726,308$9,386 ▼-1.3%82,7230.4%Multi-Sector ConglomeratesORIOld Republic International$702,198$54,129 ▼-7.2%22,8580.3%FinanceCRICarter's$681,928$29,469 ▼-4.1%8,0530.3%Consumer DiscretionaryEMREmerson Electric$680,520$340,260 ▲100.0%6,0000.3%Industrial ProductsAPAMArtisan Partners Asset Management$620,916$10,481 ▼-1.7%13,5660.3%FinanceMNTXManitex International$608,777$8,575 ▼-1.4%88,7430.3%Industrial ProductsGTGoodyear Tire & Rubber$604,120$411,900 ▲214.3%44,0000.3%Auto/Tires/TrucksJNJJohnson & Johnson$564,422$189,828 ▲50.7%3,5680.3%MedicalTCBKTriCo Bancshares$559,571$8,827 ▼-1.6%15,2140.3%FinancePEPPepsiCo$556,357$2,625 ▼-0.5%3,1790.3%Consumer StaplesCBRLCracker Barrel Old Country Store$549,111$152,733 ▲38.5%7,5500.3%Retail/WholesaleLegg Mason WA US TSY Res Inst$540,071$210,000 ▲63.6%540,0710.3%COMCALTCalliditas Therapeutics AB (publ)$535,986$1,597 ▲0.3%25,5110.3%MedicalBANCBanc of California$523,619$6,069 ▼-1.1%34,4260.3%FinanceCATCaterpillar$513,0020.0%1,4000.3%Industrial ProductsNCR Atleos Corp.$508,9570.0%25,7700.2%COMShowing largest 100 holdings. 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