Ironwood Investment Counsel, LLC

CIK 0001330463 • 6 13F filings • May 12, 2025 – Aug 6, 2026

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Filer information

Filed by: Ironwood Investment Counsel, LLC, Chief Compliance Officer
Address: THE SCOTTSDALE FORUM, 6263 N. SCOTTSDALE ROAD, SUITE 200, SCOTTSDALE, AZ, 85250
Phone: 602-493-4042
AUM: $716.1M

AUM over time

$762.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $578.9M240 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories	COM	$1.6M	0.3%	12,409 SH
AbbVie Inc	COM	$2.1M	0.4%	9,940 SH
Accenture PLC	SH CL A	$8.8M	1.5%	28,084 SH
Adobe Systems Inc	COM	$6.1M	1.1%	15,870 SH
Advanced Micro Devices	COM	$434K	0.1%	4,228 SH
Affiliated Managers Group Inc	COM	$208K	0.0%	1,240 SH
Air Prod & Chemicals Inc	COM	$1.7M	0.3%	5,819 SH
Alphabet Inc Class A	CAP STK CL A	$11.8M	2.0%	76,498 SH
Alphabet Inc Class C	CAP STK CL C	$2.8M	0.5%	18,044 SH
Altria Group Inc	COM	$283K	0.0%	4,721 SH
Amazon.com Inc.	COM	$12.9M	2.2%	67,650 SH
Amdocs Limited	SHS	$956K	0.2%	10,447 SH
Amer Electric Pwr Co Inc	COM	$541K	0.1%	4,949 SH
Ameren Corp	COM	$464K	0.1%	4,624 SH
American Express	COM	$10.4M	1.8%	38,589 SH
Amgen	COM	$1.7M	0.3%	5,330 SH
Amphenol Corp New	CL A	$307K	0.1%	4,676 SH
Anheuser-Busch Inbev SA ADR	SPONSORED ADR	$5.1M	0.9%	83,469 SH
Apple	COM	$28.0M	4.8%	126,191 SH
AT&T	COM	$3.0M	0.5%	105,271 SH
Auto Data Processing	COM	$1.9M	0.3%	6,371 SH
B O K Financial Cp New	COM NEW	$268K	0.0%	2,573 SH
Bancfirst Corp Oklahoma	COM	$1.3M	0.2%	11,427 SH
Bank Of New York Mellon Corp	COM	$261K	0.0%	3,107 SH
Berkshire Hathaway Inc Class A	CL A	$1.6M	0.3%	2 SH
Berkshire Hathaway Inc Class B	CL B NEW	$13.1M	2.3%	24,571 SH
BlackRock Inc	COM	$1.3M	0.2%	1,394 SH
Boeing Co	COM	$321K	0.1%	1,884 SH
Booking Holdings Inc	COM	$1.1M	0.2%	242 SH
Bristol-Myers Squibb Co	COM	$279K	0.0%	4,571 SH
Broadcom Ltd	COM	$4.2M	0.7%	24,823 SH
Brown & Brown Inc	COM	$3.4M	0.6%	27,088 SH
CaliberCos Inc	COM CL A	$18K	0.0%	33,029 SH
Calvert International Responsible ETF	CALVERT INTERNAT	$232K	0.0%	4,000 SH
Capital One Financial	COM	$795K	0.1%	4,436 SH
Cardinal Health	COM	$4.8M	0.8%	34,718 SH
Carrier Global Corp	COM	$248K	0.0%	3,909 SH
Caterpillar Inc	COM	$996K	0.2%	3,020 SH
CH Robinson Worldwide Inc.	COM NEW	$341K	0.1%	3,329 SH
Charles Schwab Corp	COM	$10.4M	1.8%	133,361 SH
Chevron Corp	COM	$2.6M	0.5%	15,701 SH
Chubb Limited	COM	$461K	0.1%	1,527 SH
Church & Dwight Co Inc	COM	$502K	0.1%	4,556 SH
Cigna Corp	COM	$632K	0.1%	1,921 SH
Cisco Systems Inc	COM	$2.9M	0.5%	46,291 SH
Clarivate PLC	ORD SHS	$243K	0.0%	61,740 SH
Clorox Company	COM	$1.0M	0.2%	6,984 SH
Coca Cola	COM	$1.7M	0.3%	24,061 SH
Colgate-Palmolive Co	COM	$610K	0.1%	6,511 SH
Comcast Corp New Cl A	CL A	$4.9M	0.9%	133,468 SH
Communication Services Sel Sect SPDR ETF	COMMUNICATION	$524K	0.1%	5,431 SH
Consolidated Edison	COM	$253K	0.0%	2,284 SH
Constellation Brands	CL A	$237K	0.0%	1,291 SH
Corning Inc	COM	$1.9M	0.3%	41,196 SH
Corteva Inc	COM	$4.3M	0.7%	67,762 SH
Costco	COM	$4.1M	0.7%	4,356 SH
Crown Castle International	COM	$1.9M	0.3%	18,318 SH
CSX Corp	COM	$269K	0.0%	9,150 SH
Cummins Inc	COM	$7.2M	1.2%	22,977 SH
Deere & Co	COM	$954K	0.2%	2,032 SH
Dollar General Corp	COM	$3.2M	0.5%	35,944 SH
Donaldson Company Inc	COM	$665K	0.1%	9,914 SH
Eaton Corp PLC	SHS	$773K	0.1%	2,841 SH
Ecolab Inc	COM	$961K	0.2%	3,790 SH
Edwards Lifesciences Corp	COM	$620K	0.1%	8,553 SH
Emerson Electric	COM	$1.4M	0.2%	12,580 SH
Equifax Inc	COM	$404K	0.1%	1,658 SH
Essex Property TRUST Inc	COM	$215K	0.0%	700 SH
Exxon Mobil	COM	$3.9M	0.7%	33,028 SH
Fair Isaac & Co Inc.	COM	$201K	0.0%	109 SH
Fastenal Co	COM	$373K	0.1%	4,816 SH
Fedex Corporation	COM	$512K	0.1%	2,101 SH
Financial Select Sector SPDR	FINANCIAL	$233K	0.0%	4,674 SH
First Trust Preferred Sec & Inc ETF	PFD SECS INC ETF	$3.0M	0.5%	172,657 SH
Fiserv Inc	COM	$8.7M	1.5%	39,611 SH
Franklin Resources Inc	COM	$772K	0.1%	40,128 SH
Gallagher Arthur J & Co	COM	$218K	0.0%	632 SH
Garmin Ltd	SHS	$238K	0.0%	1,097 SH
GE Vernova Inc	COM	$288K	0.0%	945 SH
General Electric	COM NEW	$461K	0.1%	2,301 SH
General Mills Inc	COM	$1.5M	0.3%	25,169 SH
GFL Environmental Inc	SUB VTG SHS	$214K	0.0%	4,425 SH
Gilead Sciences Inc	COM	$345K	0.1%	3,082 SH
Grainger, W W	COM	$303K	0.1%	307 SH
Guggenheim Etf	S&P MDCP400 PR	$313K	0.1%	7,135 SH
Guggenheim S&P 500 Equal Weight ETF	S&P500 EQL WGT	$340K	0.1%	1,962 SH
Heico Corporation	COM	$934K	0.2%	3,496 SH
Heico Corporation Class A	CL A	$730K	0.1%	3,462 SH
Hershey Company	COM	$3.6M	0.6%	21,038 SH
Home Depot	COM	$6.1M	1.1%	16,722 SH
Honeywell International	COM	$1.2M	0.2%	5,649 SH
Hubbell Inc CL B	COM	$1.4M	0.2%	4,343 SH
IBM	COM	$6.5M	1.1%	26,103 SH
Illinois Tool Works	COM	$740K	0.1%	2,983 SH
Intel Corporation	COM	$437K	0.1%	19,225 SH
Intuit Inc	COM	$1.5M	0.3%	2,410 SH
Intuitive Surgical New	COM NEW	$1.3M	0.2%	2,724 SH
iShares Barclays 1-3 Yr Treas	1 3 YR TREAS BD	$1.2M	0.2%	14,414 SH
iShares Barclays Aggregate Bond	CORE US AGGBD ET	$1.8M	0.3%	18,106 SH
iShares Core 1-5 Year USD Bond ETF	CORE 1 5 YR USD	$1.1M	0.2%	22,647 SH
iShares Core Dividend Growth ETF	CORE DIV GRWTH	$233K	0.0%	3,773 SH
iShares Dow Jones Select Dividend Index	SELECT DIVID ETF	$328K	0.1%	2,445 SH
iShares iBoxx High Yield Corporate Bond ETF	IBOXX HI YD ETF	$1.7M	0.3%	21,215 SH
iShares MSCI ACWI ex US Index	MSCI ACWI EX US	$740K	0.1%	13,349 SH
iShares MSCI EAFE Growth Index	EAFE GRWTH ETF	$1.4M	0.2%	13,749 SH
iShares MSCI EAFE Index	MSCI EAFE ETF	$986K	0.2%	12,058 SH
iShares MSCI EAFE Value Index	EAFE VALUE ETF	$2.1M	0.4%	34,988 SH
iShares Russell 1000 Growth Index	RUS 1000 GRW ETF	$570K	0.1%	1,579 SH
iShares Russell 1000 Value Index	RUS 1000 VAL ETF	$2.5M	0.4%	13,353 SH
iShares Russell 2000 Growth Index	RUS 2000 GRW ETF	$864K	0.1%	3,381 SH
iShares Russell 2000 Index	RUSSELL 2000 ETF	$366K	0.1%	1,835 SH
iShares Russell Midcap Growth	RUS MD CP GR ETF	$264K	0.0%	2,250 SH
iShares Russell Midcap Value	RUS MDCP VAL ETF	$249K	0.0%	1,973 SH
iShares S&P 500 Grwth	S&P 500 GRWT ETF	$729K	0.1%	7,852 SH
iShares S&P 500 Index	S&P 500 Index	$6.3M	1.1%	11,253 SH
iShares S&P 500 Value Index	S&P 500 VAL ETF	$412K	0.1%	2,162 SH
iShares S&P 600 Small Cap Index	CORE S&P SCP ETF	$409K	0.1%	3,914 SH
iShares S&P MidCap 400 Growth	S&P MC 400GR ETF	$227K	0.0%	2,728 SH
iShares S&P MidCap 400 Index	CORE S&P MCP ETF	$644K	0.1%	11,035 SH
Johnson & Johnson	COM	$10.3M	1.8%	62,114 SH
Johnson Controls	SHS	$303K	0.1%	3,786 SH
JP Morgan Chase & Co	COM	$6.6M	1.1%	26,888 SH
JPMorgan Ultra-Short Income ETF	ULTRA SHRT INC	$3.9M	0.7%	76,430 SH
JPMorgan Ultra-Short Municipal Inc ETF	ULTRA SHT MUNCPL	$1.9M	0.3%	37,105 SH
KLA Corporation	COM NEW	$7.6M	1.3%	11,244 SH
Laboratory Corp of America Holdings	COM NEW	$5.0M	0.9%	21,482 SH
Lam Research Corporation	COM	$410K	0.1%	5,636 SH
Leslie's Inc	COM	$21K	0.0%	28,080 SH
LightPath Technologies Inc	COM CL A	$65K	0.0%	32,150 SH
Lilly Eli & Co	COM CL A	$2.9M	0.5%	3,565 SH
Lockheed Martin Corp	COM	$6.8M	1.2%	15,311 SH
Lowes Companies	COM	$5.5M	1.0%	23,655 SH
Markel Corporation	COM	$215K	0.0%	115 SH
Market Vectors High-Yield Muni ETF	HIGH YLD MUNIETF	$4.5M	0.8%	87,806 SH
Marsh & McLennan Inc	COM	$1.4M	0.2%	5,749 SH
Martin Marietta Matr	COM	$236K	0.0%	494 SH
Mastercard	COM	$9.8M	1.7%	17,938 SH
McCormick & Co	COM	$1.1M	0.2%	13,106 SH
McDonalds	COM	$3.1M	0.5%	9,864 SH
McKesson Corp	COM	$5.1M	0.9%	7,615 SH
Medtronic	COM	$7.0M	1.2%	77,836 SH
Merck & Co Inc	COM	$6.7M	1.2%	74,663 SH
Meta Platforms Inc Class A	CL A	$8.2M	1.4%	14,191 SH
Microchip Technology Inc	COM	$204K	0.0%	4,216 SH
Microsoft	COM	$34.1M	5.9%	90,941 SH
Molson Coors Brewing Co B	CL B	$443K	0.1%	7,282 SH
Mondelez International Inc	CL A	$2.1M	0.4%	31,611 SH
Monster Beverage Corp	COM	$648K	0.1%	11,080 SH
Moodys Corp	COM	$1.5M	0.3%	3,118 SH
Morgan Stanley	COM NEW	$2.0M	0.3%	17,129 SH
NetApp, Inc.	COM	$983K	0.2%	11,190 SH
Netflix Inc	COM	$215K	0.0%	230 SH
NextEra Energy Inc.	COM	$438K	0.1%	6,180 SH
Nike Inc	CL B	$393K	0.1%	6,190 SH
Novo-Nordisk A-S Adr	ADR	$204K	0.0%	2,941 SH
NVIDIA Corp	COM	$4.1M	0.7%	37,631 SH
O Reilly Automotive Inc	COM	$205K	0.0%	143 SH
OGE Energy Corp.	COM	$4.6M	0.8%	100,289 SH
Omnicom Group Inc	COM	$2.3M	0.4%	27,531 SH
Oracle Corporation	COM	$358K	0.1%	2,562 SH
Palantir Technologies Inc	CL A	$292K	0.1%	3,458 SH
Paychex Inc	COM	$2.5M	0.4%	16,182 SH
Pepsico Incorporated	COM	$6.3M	1.1%	41,993 SH
Pfizer	COM	$433K	0.1%	17,076 SH
Philip Morris Int'l Inc	COM	$408K	0.1%	2,568 SH
Pinnacle West Capital Cp	COM	$717K	0.1%	7,532 SH
Post Holdings Inc	COM	$209K	0.0%	1,800 SH
PowerShares Nasdaq Internet ETF	NASDAQ INTERNT	$429K	0.1%	9,721 SH
Powershares QQQ	UNIT SER 1	$1.3M	0.2%	2,707 SH
PowerShares Variable Rate Preferred	VAR RATE PFD	$413K	0.1%	17,051 SH
PPG Industries Inc	COM	$289K	0.0%	2,639 SH
Procter & Gamble	COM	$4.8M	0.8%	28,356 SH
Public Service Enterprise Group	COM	$383K	0.1%	4,657 SH
Qualcomm	COM	$6.6M	1.1%	42,940 SH
Raytheon Technologies Co	COM	$611K	0.1%	4,613 SH
Ready Capital Corp	COM	$117K	0.0%	22,930 SH
Renalytix PLC	ADS	$2K	0.0%	10,000 SH
Roper Industries Inc	COM	$501K	0.1%	850 SH
S&P Global Inc	COM	$802K	0.1%	1,577 SH
Salesforce.com Inc	COM	$913K	0.2%	3,403 SH
Schwab Fundamental US Large Company ETF	SCHWAB FDT US LG	$8.9M	1.5%	376,866 SH
Schwab Fundemental US Small Company ETF	SCHWAB FDT US SC	$34.1M	5.9%	1,245,013 SH
Schwab International Equity ETF	INTL EQTY ETF	$366K	0.1%	18,479 SH
Schwab U.S. Broad Market ETF	US BRD MKT ETF	$691K	0.1%	32,076 SH
Schwab U.S. Dividend Equity ETF	US DIVIDEND EQ	$1.6M	0.3%	56,588 SH
Schwab U.S. Large-Cap ETF	US LRG CAP ETF	$644K	0.1%	29,182 SH
Sherwin-Williams Co.	COM	$562K	0.1%	1,610 SH
Southern Company	COM	$268K	0.0%	2,918 SH
SPDR Barclays 1-3 Month T-Bill ETF	BLOOMBERG 1-3 MO	$287K	0.0%	3,125 SH
SPDR S&P 500 ETF	TR UNIT	$3.0M	0.5%	5,303 SH
Sprott Phys Silver Trust	TR UNIT	$505K	0.1%	43,570 SH
Sprouts Farmers Market Inc	COM	$528K	0.1%	3,460 SH
SS&C Technologies Holdings Inc	COM	$354K	0.1%	4,235 SH
Starbucks Corp	COM	$2.5M	0.4%	25,421 SH
State Street Corp	COM	$530K	0.1%	5,921 SH
Stryker	COM	$1.2M	0.2%	3,133 SH
Synopsys Inc	COM	$202K	0.0%	470 SH
Sysco	COM	$8.6M	1.5%	114,383 SH
T J X Cos Inc	COM	$958K	0.2%	7,869 SH
T. Rowe Price Group Inc	COM	$1.2M	0.2%	13,549 SH
Taiwan Semiconductr Adrf	SPONSORED ADS	$592K	0.1%	3,566 SH
Target	COM	$417K	0.1%	3,993 SH
Technology Select SPDR	TECHNOLOGY	$285K	0.0%	1,381 SH
Teradyne, Inc.	COM	$2.8M	0.5%	33,987 SH
Tesla Motors Inc.	COM	$2.5M	0.4%	9,817 SH
Texas Instruments Inc	COM	$825K	0.1%	4,590 SH
Thermo Fisher Scientific Inc	COM	$289K	0.0%	581 SH
Tyler Technologies Inc	COM	$291K	0.1%	500 SH
Union Pacific Corp	COM	$798K	0.1%	3,379 SH
United Parcel Service B	COM	$5.1M	0.9%	46,789 SH
Unitedhealth Group Inc	COM	$1.5M	0.3%	2,875 SH
US Bancorp	COM	$6.2M	1.1%	147,536 SH
Vanguard Div Apprciation	DIV APP ETF	$1.7M	0.3%	8,737 SH
Vanguard Emerging Markets ETF	FTSE EMR MKT ETF	$726K	0.1%	16,031 SH
Vanguard FTSE All-World ex-US ETF	ALLWRLD EX US	$365K	0.1%	6,022 SH
Vanguard Growth ETF	GROWTH ETF	$258K	0.0%	696 SH
Vanguard Information Technology ETF	INF TECH ETF	$379K	0.1%	699 SH
Vanguard Interm-Tm Corp Bd Idx ETF	INT-TERM CORP	$2.4M	0.4%	29,043 SH
Vanguard Intl Divdend	INTL DVD ETF	$1.1M	0.2%	13,812 SH
Vanguard Mid-Cap ETF	MID CAP ETF	$1.9M	0.3%	7,205 SH
Vanguard MSCI EAFE ETF	VAN FTSE DEV MKT	$2.6M	0.5%	51,772 SH
Vanguard REIT ETF	REIT ETF	$605K	0.1%	6,685 SH
Vanguard S&P 500 ETF	S&P 500 ETF SHS	$4.1M	0.7%	7,930 SH
Vanguard Short-Term Corp Bd Idx ETF	SHRT TRM CORP BD	$1.6M	0.3%	20,667 SH
Vanguard Small Cap ETF	SMALL CP ETF	$3.2M	0.5%	14,316 SH
Vanguard Total Stock Market ETF	TOTAL STK MKT	$1.0M	0.2%	3,791 SH
Vanguard Value ETF	VALUE ETF	$490K	0.1%	2,839 SH
Verizon Communications	COM	$2.7M	0.5%	59,183 SH
Visa	COM CL A	$2.1M	0.4%	6,063 SH
Wal-Mart Stores	COM	$2.8M	0.5%	31,966 SH
Walt Disney Co	COM	$5.3M	0.9%	53,588 SH
Waste Management, Inc.	COM	$1.7M	0.3%	7,539 SH
Wells Fargo	COM	$575K	0.1%	8,011 SH
Willis Towers Watson PLC	COM	$846K	0.1%	2,503 SH
Wisconsin Energy Group	COM	$293K	0.1%	2,686 SH
WisdomTree MidCap Div	US MIDCAP DIVID	$573K	0.1%	11,578 SH
Workday Inc Class A	CL A	$4.5M	0.8%	19,276 SH
Xylem Inc	COM	$603K	0.1%	5,048 SH
Zimmer Biomet Holdings Inc.	COM	$247K	0.0%	2,178 SH
Zoetis Inc	CL A	$899K	0.2%	5,457 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0001330463-26-000001	$716.1M	View
Nov 5, 2025	Q3 2025	13F-HR	0001330463-25-000007	$685.9M	View
Aug 6, 2026	Q2 2026