Q2 2025 · 13F-HR
IRONWOOD INVESTMENT MANAGEMENT LLCholdings as filed
Filed 2025-08-13 · accession 0001376474-25-000744
$205.5M
Reported value
167
Positions
2025-06-30
Period end
The Brief · IRONWOOD INVESTMENT MANAGEMENT LLC · Q2 2025
AI · grounded in 13F
Ironwood Investment Management LLC established a new position in Vanguard Total Stock Market ET VTI valued at $14.0M. The fund also initiated stakes in Msci Eafe EFA for $9.9M and Ishares Russell 2000 IWM for $7.0M. Other new additions include Group 1 Automotive GPI and Super Micro Computer, Inc. SMCI.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908769 | VTI | Vanguard Total Stock Market ET | $14.0M | 6.82% | 46,094 | Common | SOLE |
| 464287465 | EFA | Msci Eafe | $9.9M | 4.81% | 110,640 | Common | SOLE |
| 464287655 | IWM | Ishares Russell 2000 | $7.0M | 3.40% | 32,386 | Common | SOLE |
| 398905109 | GPI | Group 1 Automotive | $6.3M | 3.07% | 14,427 | Common | SOLE |
| 86800U302 | SMCI | Super Micro Computer, Inc. | $5.0M | 2.42% | 101,413 | Common | SOLE |
| 705573103 | PEGA | Pegasystems Inc | $4.3M | 2.11% | 80,098 | Common | SOLE |
| 464288679 | SHV | iShares Short Treasury Bond ET | $3.9M | 1.91% | 35,622 | Common | SOLE |
| 172967424 | C | Citigroup Inc New | $3.6M | 1.75% | 42,266 | Common | SOLE |
| 267475101 | DY | Dycom Industries Inc | $3.5M | 1.72% | 14,497 | Common | SOLE |
| 464287689 | IWV | iShares Russell 3000 ETF | $3.5M | 1.70% | 9,982 | Common | SOLE |
| 55405W104 | MYRG | MYR Group | $3.3M | 1.61% | 18,183 | Common | SOLE |
| 88023U101 | SGI | Somnigroup International Inc. | $3.3M | 1.59% | 48,101 | Common | SOLE |
| 068463108 | BBSI | Barrett Business Services Inc. | $3.1M | 1.52% | 74,965 | Common | SOLE |
| 922042858 | VWO | Vanguard FTSE Emerging Markets | $3.0M | 1.46% | 60,512 | Common | SOLE |
| 042735100 | ARW | Arrow Electronics | $2.9M | 1.43% | 22,995 | Common | SOLE |
| 10806X102 | BBIO | BridgeBio Pharma Inc. | $2.7M | 1.31% | 62,446 | Common | SOLE |
| 50060P106 | KOP | Koppers Holdings Inc. | $2.6M | 1.29% | 82,416 | Common | SOLE |
| 398433102 | GFF | Griffon Corp | $2.6M | 1.28% | 36,395 | Common | SOLE |
| 453204109 | PI | Impinj, Inc. | $2.6M | 1.25% | 23,055 | Common | SOLE |
| 58155Q103 | MCK | Mckesson Corporation | $2.5M | 1.22% | 3,425 | Common | SOLE |
| 358039105 | FRPT | Freshpet Inc. | $2.4M | 1.18% | 35,567 | Common | SOLE |
| 37045V100 | GM | General Mtrs Corp | $2.3M | 1.14% | 47,500 | Common | SOLE |
| 315911693 | FSKAX | Fidelity Total Market Index Fu | $2.2M | 1.06% | 12,831 | Common | SOLE |
| 589378108 | MRCY | Mercury Systems | $2.1M | 1.04% | 39,670 | Common | SOLE |
| 17275R102 | CSCO | Cisco Systems Inc | $2.1M | 1.01% | 29,797 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corp | $2.0M | 1.00% | 4,113 | Common | SOLE |
| 901109108 | TPC | Tutor Perini Corp | $2.0M | 0.98% | 43,002 | Common | SOLE |
| 23282W605 | CYTK | Cytokinetics Inc | $1.9M | 0.92% | 57,516 | Common | SOLE |
| 459200101 | IBM | Intl Business Machines | $1.9M | 0.92% | 6,429 | Common | SOLE |
| 98980G102 | ZS | Zscaler Inc. | $1.9M | 0.92% | 6,009 | Common | SOLE |
| 30226D106 | EXTR | Extreme Networks Inc. | $1.9M | 0.91% | 104,064 | Common | SOLE |
| 30049H102 | EVLV | Evolv Technologies Holdings, I | $1.9M | 0.90% | 297,836 | Common | SOLE |
| 382550101 | GT | Goodyear Tire & Rubber | $1.8M | 0.89% | 177,000 | Common | SOLE |
| 942749102 | WTS | Watts Water Tech Inc A Class A | $1.8M | 0.88% | 7,372 | Common | SOLE |
| 969904101 | WSM | Williams Sonoma | $1.8M | 0.87% | 10,991 | Common | SOLE |
| 053015103 | ADP | Auto Data Processing | $1.7M | 0.82% | 5,485 | Common | SOLE |
| 237266101 | DAR | Darling Ingredients, Inc. | $1.6M | 0.80% | 43,138 | Common | SOLE |
| 410867105 | THG | Hanover Insurance Group | $1.6M | 0.78% | 9,400 | Common | SOLE |
| 78463M107 | SPSC | SPS Commerce | $1.6M | 0.77% | 11,628 | Common | SOLE |
| 743315103 | PGR | Progressive Corp Ohio | $1.6M | 0.76% | 5,823 | Common | SOLE |
| 670100205 | NVO | Novo-Nordisk A/S | $1.5M | 0.72% | 21,552 | Common | SOLE |
| 879360105 | TDY | Teledyne Tech Inc | $1.5M | 0.72% | 2,902 | Common | SOLE |
| 90278Q108 | UFPI | UFP Industries | $1.5M | 0.72% | 14,944 | Common | SOLE |
| 98978V103 | ZTS | Zoetis Inc. | $1.5M | 0.71% | 9,391 | Common | SOLE |
| 925815102 | VICR | Vicor Corp | $1.4M | 0.69% | 31,435 | Common | SOLE |
| 87305R109 | TTMI | Ttm Technologies Inc | $1.4M | 0.68% | 34,372 | Common | SOLE |
| 127055101 | CBT | Cabot Corp | $1.4M | 0.67% | 18,289 | Common | SOLE |
| 79466L302 | CRM | Salesforce.com Inc | $1.4M | 0.66% | 4,997 | Common | SOLE |
| 351858105 | FNV | Franco-Nevada | $1.4M | 0.66% | 8,312 | Common | SOLE |
| 077454106 | BDC | Belden Inc | $1.4M | 0.66% | 11,751 | Common | SOLE |
| 004498101 | ACIW | ACI Worldwide, Inc | $1.3M | 0.65% | 29,205 | Common | SOLE |
| 311900104 | FAST | Fastenal Co Com | $1.3M | 0.63% | 31,034 | Common | SOLE |
| M7S64L123 | PGY | Pagaya Technologies Ltd. | $1.3M | 0.62% | 60,097 | Common | SOLE |
| 92826C839 | V | Visa Cl A | $1.3M | 0.61% | 3,552 | Common | SOLE |
| 72346Q104 | — | Pinnacle Financial Partners, I | $1.3M | 0.61% | 11,327 | Common | SOLE |
| 68902V107 | OTIS | Otis Worldwide Corp | $1.2M | 0.61% | 12,609 | Common | SOLE |
| 717081103 | PFE | Pfizer Incorporated | $1.2M | 0.61% | 51,390 | Common | SOLE |
| 651718504 | NPKI | NPK International, Inc. | $1.2M | 0.59% | 143,199 | Common | SOLE |
| 19247G107 | COHR | Coherent Corp | $1.1M | 0.54% | 12,424 | Common | SOLE |
| 62886E108 | VYX | NCR Voyix Corp. | $1.1M | 0.52% | 90,420 | Common | SOLE |
| 63001N106 | NATL | NCR Atleos Corp. | $1.0M | 0.51% | 36,720 | Common | SOLE |
| 98956A105 | ZETA | Zeta Global Holdings Corp. | $1.0M | 0.50% | 65,962 | Common | SOLE |
| 556269108 | SHOO | Steven Madden Ltd | $1.0M | 0.50% | 42,538 | Common | SOLE |
| 046433108 | ATRO | Astronics Corporation | $1.0M | 0.49% | 30,166 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet Inc., Class A | $992,527 | 0.48% | 5,632 | Common | SOLE |
| 202608105 | CVGI | Commercial Vehicle Group | $988,596 | 0.48% | 595,540 | Common | SOLE |
| 10482B101 | BHR | Braemar Hotels Resorts | $985,988 | 0.48% | 402,444 | Common | SOLE |
| 05156V102 | AUPH | Aurinia Pharmaceuticals | $981,377 | 0.48% | 115,865 | Common | SOLE |
| 008474108 | AEM | Agnico Eagle Mines Ltd Com | $943,115 | 0.46% | 7,930 | Common | SOLE |
| 78409V104 | SPGI | S&P Global Inc. | $940,685 | 0.46% | 1,784 | Common | SOLE |
| 171340102 | CHD | Church & Dwight Co Inc | $924,867 | 0.45% | 9,623 | Common | SOLE |
| 12740C103 | CADE | Cadence Bank | $923,774 | 0.45% | 28,886 | Common | SOLE |
| 316773100 | FITB | Fifth Third Bancorp Com | $921,230 | 0.45% | 22,398 | Common | SOLE |
| 46625H100 | JPM | Jpmorgan Chase & Co | $914,376 | 0.44% | 3,154 | Common | SOLE |
| 500255104 | KSS | Kohls | $897,184 | 0.44% | 105,800 | Common | SOLE |
| 45866F104 | ICE | Intercontinental Exchange, Inc | $886,711 | 0.43% | 4,833 | Common | SOLE |
| 680223104 | ORI | Old Republic Intl Corp | $870,743 | 0.42% | 22,652 | Common | SOLE |
| 525327102 | LDOS | Leidos Holdings, Inc. | $859,792 | 0.42% | 5,450 | Common | SOLE |
| 78454L100 | SM | Sm Energy Company | $844,835 | 0.41% | 34,190 | Common | SOLE |
| 579780206 | MKC | Mccormick & Co Inc Com Non Vtg | $808,620 | 0.39% | 10,665 | Common | SOLE |
| 87265H109 | T86 | TRI Pointe Group, Inc. | $781,497 | 0.38% | 24,460 | Common | SOLE |
| 235851102 | DHR | Danaher | $753,615 | 0.37% | 3,815 | Common | SOLE |
| 45569U101 | INDI | indie Semiconductor, Inc. | $753,292 | 0.37% | 211,599 | Common | SOLE |
| 8676EP108 | STKL | Sunopta Inc F | $745,300 | 0.36% | 128,500 | Common | SOLE |
| 24823R105 | DNLI | Denali Therapeutics | $744,436 | 0.36% | 53,212 | Common | SOLE |
| 04523Y105 | ASPN | Aspen Aerogels, Inc. | $735,998 | 0.36% | 124,324 | Common | SOLE |
| 962879102 | WPM | Wheaton Precious Metals Corp. | $693,436 | 0.34% | 7,722 | Common | SOLE |
| 922042874 | VGK | Vanguard FTSE Europe ETF | $692,927 | 0.34% | 8,941 | Common | SOLE |
| 46436E718 | SGOV | iShares 0-3 Month Treasury Bon | $675,126 | 0.33% | 6,705 | Common | SOLE |
| 38141G104 | GS | Goldman Sachs Group | $664,577 | 0.32% | 939 | Common | SOLE |
| 369604301 | GE | General Electric Company | $650,174 | 0.32% | 2,526 | Common | SOLE |
| 502160104 | LXU | LSB Industries | $642,915 | 0.31% | 82,425 | Common | SOLE |
| 084680107 | BBT | Berkshire Hills Bancorp | $619,540 | 0.30% | 24,742 | Common | SOLE |
| N07059210 | ASML | ASML Holding N.V. | $618,673 | 0.30% | 772 | Common | SOLE |
| 896095106 | TCBK | TriCo Bancshares | $605,042 | 0.29% | 14,943 | Common | SOLE |
| 921943809 | VTMGX | Vanguard Developed Markets Ind | $602,517 | 0.29% | 32,871 | Common | SOLE |
| 22410J106 | CBRL | Cracker Barrel | $601,638 | 0.29% | 9,850 | Common | SOLE |
| 04316A108 | APAM | Artisan Partners Asset MGMT | $595,175 | 0.29% | 13,426 | Common | SOLE |
| 20451N101 | CMP | Compass Minerals International | $592,555 | 0.29% | 29,495 | Common | SOLE |
| 683344105 | ONTO | Onto Innovation | $586,504 | 0.29% | 5,811 | Common | SOLE |
| 30050B101 | EVH | Evolent Health, Inc. | $568,472 | 0.28% | 50,486 | Common | SOLE |
| 74736K101 | QRVO | Qorvo Inc. | $551,406 | 0.27% | 6,494 | Common | SOLE |
| 149123101 | CAT | Caterpillar Inc | $543,494 | 0.26% | 1,400 | Common | SOLE |
| 896215209 | TRS | Trimas | $542,102 | 0.26% | 18,948 | Common | SOLE |
| 37364X109 | GEOS | Geospace Technologies | $530,016 | 0.26% | 37,168 | Common | SOLE |
| 929328102 | WSFS | WSFS Financial Corp | $509,850 | 0.25% | 9,270 | Common | SOLE |
| 30303M102 | META | Meta Platforms, Inc. | $509,282 | 0.25% | 690 | Common | SOLE |
| 880345103 | TNC | Tennant Co | $494,090 | 0.24% | 6,377 | Common | SOLE |
| 83570H108 | SONO | Sonos, Inc. | $484,050 | 0.24% | 44,778 | Common | SOLE |
| 131193104 | CALY | Topgolf Callaway Brands | $466,393 | 0.23% | 57,937 | Common | SOLE |
| 05990K106 | BANC | Banc of California, Inc | $465,772 | 0.23% | 33,151 | Common | SOLE |
| 064058100 | BK | Bank Of Ny Mellon Cp New | $441,610 | 0.21% | 4,847 | Common | SOLE |
| 85209W109 | SPT | Sprout Social, Inc. | $428,864 | 0.21% | 20,510 | Common | SOLE |
| 648018109 | ANWPX | American Funds New Perspective | $395,438 | 0.19% | 5,667 | Common | SOLE |
| 713448108 | PEP | Pepsico Incorporated | $388,198 | 0.19% | 2,940 | Common | SOLE |
| 464287614 | IWF | Ishares Russell 1000 Growth ET | $384,669 | 0.19% | 906 | Common | SOLE |
| 037833100 | AAPL | Apple Computer | $376,692 | 0.18% | 1,836 | Common | SOLE |
| 097023105 | BA | Boeing Company | $370,030 | 0.18% | 1,766 | Common | SOLE |
| 141788109 | CARG | Car Guru, Inc. | $364,388 | 0.18% | 10,887 | Common | SOLE |
| 464287598 | IWD | Russell 1000 Value Index Fund | $362,627 | 0.18% | 1,867 | Common | SOLE |
| 911163103 | UNFI | United Natural Foods | $351,282 | 0.17% | 15,070 | Common | SOLE |
| 02361E108 | AMRC | Ameresco, Inc. | $348,854 | 0.17% | 22,966 | Common | SOLE |
| 197236102 | COLB | Columbia Banking Systems | $346,749 | 0.17% | 14,831 | Common | SOLE |
| 36828A101 | GEV | GE Vernova Inc. | $329,660 | 0.16% | 623 | Common | SOLE |
| 343412102 | FLR | Fluor | $305,979 | 0.15% | 5,968 | Common | SOLE |
| 035255108 | ANIK | Anika Therapeutics, Inc. | $300,059 | 0.15% | 28,361 | Common | SOLE |
| 87612E106 | TGT | Target | $294,963 | 0.14% | 2,990 | Common | SOLE |
| 443628102 | HBM | Hudbay Minerals | $292,634 | 0.14% | 27,581 | Common | SOLE |
| 254687106 | DIS | Disney (walt) | $282,123 | 0.14% | 2,275 | Common | SOLE |
| 110122108 | BMY | Bristol-Myers Squibb Co | $279,916 | 0.14% | 6,047 | Common | SOLE |
| 591520200 | MEI | Methode Electronics Inc. | $279,242 | 0.14% | 29,363 | Common | SOLE |
| 58933Y105 | MRK | Merck & Co Inc New | $276,585 | 0.13% | 3,494 | Common | SOLE |
| 060505104 | BAC | Bank Of America Corp | $270,670 | 0.13% | 5,720 | Common | SOLE |
| 40434L105 | HPQ | HP Inc. | $269,011 | 0.13% | 10,998 | Common | SOLE |
| 68389X105 | ORCL | Oracle Corporation | $264,761 | 0.13% | 1,211 | Common | SOLE |
| G29183103 | ETN | Eaton Corporation | $255,605 | 0.12% | 716 | Common | SOLE |
| 52470G841 | CIIXX | Legg Mason WA US TSY Res Inst | $253,125 | 0.12% | 253,125 | Common | SOLE |
| 909214306 | UIS | Unisys Corp | $251,700 | 0.12% | 55,563 | Common | SOLE |
| 808524706 | SCHE | Schwab Emerging Mrkets Equity | $247,148 | 0.12% | 8,200 | Common | SOLE |
| 165167735 | EXE | Expand Energy Corp. | $238,791 | 0.12% | 2,042 | Common | SOLE |
| 146229109 | CRI | Carters Inc | $232,091 | 0.11% | 7,703 | Common | SOLE |
| 971592327 | — | Westgold Resources Ltd. | $231,233 | 0.11% | 122,944 | Common | SOLE |
| 724479100 | PBI | Pitney Bowes Inc | $231,063 | 0.11% | 21,179 | Common | SOLE |
| 12082W204 | BURBY | Burberry Group Plc | $224,696 | 0.11% | 13,853 | Common | SOLE |
| 02128L106 | ALTG | Alta Equipment Group Inc. | $216,492 | 0.11% | 34,255 | Common | SOLE |
| 410120109 | HWC | Hancock Whitney Corp | $212,437 | 0.10% | 3,701 | Common | SOLE |
| 42824C109 | HPE | Hewlett Packard Enterprise Co. | $209,572 | 0.10% | 10,248 | Common | SOLE |
| 483497103 | KALV | KalVista Pharmaceuticals | $188,918 | 0.09% | 16,711 | Common | SOLE |
| 05614L209 | BW | Babcock & Wilcox Enterprises, | $188,571 | 0.09% | 195,999 | Common | SOLE |
| 00130H105 | AES | A E S Corp | $181,502 | 0.09% | 17,253 | Common | SOLE |
| 462726100 | I8R | iRobot Corporation | $179,765 | 0.09% | 57,433 | Common | SOLE |
| 66611T108 | NFBK | Northfield Bancorp | $170,455 | 0.08% | 14,848 | Common | SOLE |
| 57142B104 | MQ | Marqeta, Inc. | $151,871 | 0.07% | 26,050 | Common | SOLE |
| 030371108 | AVD | American Vanguard Corp | $151,829 | 0.07% | 38,732 | Common | SOLE |
| 651229106 | NWL | Newell Co | $150,401 | 0.07% | 27,852 | Common | SOLE |
| 92025Y103 | VALN | Valneva SE ADR | $142,515 | 0.07% | 25,135 | Common | SOLE |
| 74766Q101 | QTRX | Quanterix Corp | $141,625 | 0.07% | 21,297 | Common | SOLE |
| 45779A846 | NSPR | InspireMD, Inc. | $137,442 | 0.07% | 60,547 | Common | SOLE |
| 87484T108 | TALO | Talos Energy Inc. | $135,171 | 0.07% | 15,940 | Common | SOLE |
| 032332504 | ASYS | Amtech Systems, Inc. | $123,423 | 0.06% | 27,798 | Common | SOLE |
| 89854H102 | TTEC | TTEC Holdings Inc | $117,244 | 0.06% | 24,375 | Common | SOLE |
| 00081T108 | ACCO | Acco Brands Corp | $96,696 | 0.05% | 27,010 | Common | SOLE |
| 26443V101 | DLTH | Duluth Holdings Inc | $77,160 | 0.04% | 36,743 | Common | SOLE |
| 266605500 | DC8A | Durect Corp | $75,021 | 0.04% | 118,106 | Common | SOLE |
| 762544104 | RBBN | Ribbon Communications | $74,766 | 0.04% | 18,645 | Common | SOLE |
| 61747C582 | MISXX | MSILF Treasury Port Inst. | $22,545 | 0.01% | 22,545 | Common | SOLE |
| 816212112 | RNAC | Cartesian Therapeutics CVR | $0 | — | 170,087 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.