Q4 2025 · 13F-HR
IRONWOOD INVESTMENT MANAGEMENT LLCholdings as filed
Filed 2026-02-12 · accession 0001376474-26-000161
$237.8M
Reported value
172
Positions
2025-12-31
Period end
The Brief · IRONWOOD INVESTMENT MANAGEMENT LLC · Q4 2025
AI · grounded in 13F
Ironwood Investment Management LLC increased its position in SHV by 70.81%. The fund established a new position in PNFP worth $1,080,709 and grew its holdings in EFA by 6.36% and VTI by 6.06%. Conversely, the fund closed its positions in VGK and Pinnacle Financial Partners, I.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908769 | VTI | Vanguard Total Stock Market ET | $17.0M | 7.14% | 50,670 | Common | SOLE |
| 464287465 | EFA | Msci Eafe | $11.7M | 4.90% | 121,352 | Common | SOLE |
| 464288679 | SHV | iShares Short Treasury Bond ET | $6.9M | 2.91% | 62,917 | Common | SOLE |
| 464287655 | IWM | Ishares Russell 2000 | $6.3M | 2.64% | 25,472 | Common | SOLE |
| 398905109 | GPI | Group 1 Automotive | $5.9M | 2.47% | 14,927 | Common | SOLE |
| 267475101 | DY | Dycom Industries Inc | $4.9M | 2.04% | 14,369 | Common | SOLE |
| 705573103 | PEGA | Pegasystems Inc | $4.7M | 1.99% | 79,387 | Common | SOLE |
| 10806X102 | BBIO | BridgeBio Pharma Inc. | $4.7M | 1.99% | 61,794 | Common | SOLE |
| 88023U101 | SGI | Somnigroup International Inc. | $4.3M | 1.79% | 47,621 | Common | SOLE |
| 464287689 | IWV | iShares Russell 3000 ETF | $4.2M | 1.75% | 10,758 | Common | SOLE |
| 172967424 | C | Citigroup Inc New | $4.2M | 1.75% | 35,566 | Common | SOLE |
| 55405W104 | MYRG | MYR Group | $3.9M | 1.65% | 17,919 | Common | SOLE |
| 37045V100 | GM | General Mtrs Corp | $3.7M | 1.56% | 45,500 | Common | SOLE |
| 23282W605 | CYTK | Cytokinetics Inc | $3.6M | 1.53% | 57,229 | Common | SOLE |
| 922042858 | VWO | Vanguard FTSE Emerging Markets | $3.6M | 1.50% | 66,529 | Common | SOLE |
| 925815102 | VICR | Vicor Corp | $3.4M | 1.44% | 31,158 | Common | SOLE |
| 86800U302 | SMCI | Super Micro Computer, Inc. | $3.1M | 1.29% | 104,881 | Common | SOLE |
| 453204109 | PI | Impinj, Inc. | $2.9M | 1.22% | 16,654 | Common | SOLE |
| 589378108 | MRCY | Mercury Systems | $2.9M | 1.21% | 39,394 | Common | SOLE |
| 901109108 | TPC | Tutor Perini Corp | $2.7M | 1.15% | 40,675 | Common | SOLE |
| 58155Q103 | MCK | Mckesson Corporation | $2.7M | 1.14% | 3,317 | Common | SOLE |
| 068463108 | BBSI | Barrett Business Services Inc. | $2.7M | 1.14% | 74,832 | Common | SOLE |
| 398433102 | GFF | Griffon Corp | $2.7M | 1.13% | 36,395 | Common | SOLE |
| 315911693 | FSKAX | Fidelity Total Market Index Fu | $2.4M | 1.02% | 12,953 | Common | SOLE |
| 042735100 | ARW | Arrow Electronics | $2.4M | 1.01% | 21,895 | Common | SOLE |
| 87305R109 | TTMI | Ttm Technologies Inc | $2.3M | 0.99% | 33,982 | Common | SOLE |
| 19247G107 | COHR | Coherent Corp | $2.3M | 0.96% | 12,312 | Common | SOLE |
| 500255104 | KSS | Kohls | $2.3M | 0.95% | 110,800 | Common | SOLE |
| 358039105 | FRPT | Freshpet Inc. | $2.1M | 0.90% | 35,103 | Common | SOLE |
| 30049H102 | EVLV | Evolv Technologies Holdings, I | $2.1M | 0.89% | 295,438 | Common | SOLE |
| 50060P106 | KOP | Koppers Holdings Inc. | $2.1M | 0.88% | 77,416 | Common | SOLE |
| 382550101 | GT | Goodyear Tire & Rubber | $2.0M | 0.85% | 232,000 | Common | SOLE |
| 942749102 | WTS | Watts Water Tech Inc A Class A | $2.0M | 0.85% | 7,288 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corp | $2.0M | 0.84% | 4,111 | Common | SOLE |
| 969904101 | WSM | Williams Sonoma | $1.9M | 0.82% | 10,877 | Common | SOLE |
| 05156V102 | AUPH | Aurinia Pharmaceuticals | $1.8M | 0.77% | 114,620 | Common | SOLE |
| 351858105 | FNV | Franco-Nevada | $1.8M | 0.77% | 8,810 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet Inc., Class A | $1.8M | 0.74% | 5,633 | Common | SOLE |
| 556269108 | SHOO | Steven Madden Ltd | $1.8M | 0.74% | 42,122 | Common | SOLE |
| 459200101 | IBM | Intl Business Machines | $1.7M | 0.73% | 5,824 | Common | SOLE |
| 30226D106 | EXTR | Extreme Networks Inc. | $1.7M | 0.72% | 103,314 | Common | SOLE |
| N07059210 | ASML | ASML Holding N.V. | $1.7M | 0.72% | 1,607 | Common | SOLE |
| 17275R102 | CSCO | Cisco Systems Inc | $1.7M | 0.72% | 22,297 | Common | SOLE |
| 410867105 | THG | Hanover Insurance Group | $1.7M | 0.72% | 9,315 | Common | SOLE |
| 651718504 | NPKI | NPK International, Inc. | $1.7M | 0.71% | 141,898 | Common | SOLE |
| 046433108 | ATRO | Astronics Corporation | $1.6M | 0.68% | 29,793 | Common | SOLE |
| 237266101 | DAR | Darling Ingredients, Inc. | $1.5M | 0.64% | 42,568 | Common | SOLE |
| 78454L100 | SM | Sm Energy Company | $1.5M | 0.63% | 80,090 | Common | SOLE |
| 879360105 | TDY | Teledyne Tech Inc | $1.5M | 0.62% | 2,901 | Common | SOLE |
| 053015103 | ADP | Auto Data Processing | $1.4M | 0.59% | 5,484 | Common | SOLE |
| 004498101 | ACIW | ACI Worldwide, Inc | $1.4M | 0.58% | 29,004 | Common | SOLE |
| 717081103 | PFE | Pfizer Incorporated | $1.4M | 0.58% | 55,190 | Common | SOLE |
| 077454106 | BDC | Belden Inc | $1.4M | 0.58% | 11,751 | Common | SOLE |
| 98980G102 | ZS | Zscaler Inc. | $1.3M | 0.56% | 5,962 | Common | SOLE |
| 90278Q108 | UFPI | UFP Industries | $1.3M | 0.56% | 14,700 | Common | SOLE |
| 98956A105 | ZETA | Zeta Global Holdings Corp. | $1.3M | 0.56% | 65,146 | Common | SOLE |
| 79466L302 | CRM | Salesforce.com Inc | $1.3M | 0.56% | 4,997 | Common | SOLE |
| 743315103 | PGR | Progressive Corp Ohio | $1.3M | 0.55% | 5,758 | Common | SOLE |
| 92826C839 | V | Visa Cl A | $1.2M | 0.52% | 3,552 | Common | SOLE |
| 311900104 | FAST | Fastenal Co Com | $1.2M | 0.52% | 31,039 | Common | SOLE |
| M7S64L123 | PGY | Pagaya Technologies Ltd. | $1.2M | 0.52% | 59,503 | Common | SOLE |
| 10482B101 | BHR | Braemar Hotels Resorts | $1.2M | 0.52% | 431,444 | Common | SOLE |
| 12740C103 | CADE | Cadence Bank | $1.2M | 0.52% | 28,596 | Common | SOLE |
| 127055101 | CBT | Cabot Corp | $1.2M | 0.51% | 18,151 | Common | SOLE |
| 235851102 | DHR | Danaher | $1.2M | 0.50% | 5,167 | Common | SOLE |
| 78409V104 | SPGI | S&P Global Inc. | $1.1M | 0.47% | 2,150 | Common | SOLE |
| 68902V107 | OTIS | Otis Worldwide Corp | $1.1M | 0.46% | 12,611 | Common | SOLE |
| 74766Q101 | QTRX | Quanterix Corp | $1.1M | 0.46% | 172,330 | Common | SOLE |
| 98978V103 | ZTS | Zoetis Inc. | $1.1M | 0.46% | 8,643 | Common | SOLE |
| 72348N109 | PNFP | Pinnacle Financial Partners, I | $1.1M | 0.45% | 11,327 | Common | SOLE |
| M6372Q113 | KRNT | Kornit Digital Ltd. | $1.1M | 0.45% | 74,273 | Common | SOLE |
| 63001N106 | NATL | NCR Atleos Corp. | $1.1M | 0.45% | 27,908 | Common | SOLE |
| 680223104 | ORI | Old Republic Intl Corp | $1.0M | 0.43% | 22,458 | Common | SOLE |
| 670100205 | NVO | Novo-Nordisk A/S | $1.0M | 0.43% | 20,103 | Common | SOLE |
| 46625H100 | JPM | Jpmorgan Chase & Co | $1.0M | 0.43% | 3,154 | Common | SOLE |
| 78463M107 | SPSC | SPS Commerce | $1.0M | 0.42% | 11,330 | Common | SOLE |
| 45866F104 | ICE | Intercontinental Exchange, Inc | $992,977 | 0.42% | 6,131 | Common | SOLE |
| 143905107 | CSV | Carriage Services Inc. | $992,696 | 0.42% | 23,468 | Common | SOLE |
| 500600101 | KOPN | Kopin Corporation | $977,647 | 0.41% | 417,798 | Common | SOLE |
| 202608105 | CVGI | Commercial Vehicle Group | $917,338 | 0.39% | 637,040 | Common | SOLE |
| 05369T100 | AVBC | Avidia Bancorp | $910,867 | 0.38% | 54,186 | Common | SOLE |
| 683344105 | ONTO | Onto Innovation | $908,011 | 0.38% | 5,752 | Common | SOLE |
| 962879102 | WPM | Wheaton Precious Metals Corp. | $907,842 | 0.38% | 7,725 | Common | SOLE |
| 24823R105 | DNLI | Denali Therapeutics | $840,904 | 0.35% | 50,933 | Common | SOLE |
| 008474108 | AEM | Agnico Eagle Mines Ltd Com | $827,476 | 0.35% | 4,881 | Common | SOLE |
| 62886E108 | VYX | NCR Voyix Corp. | $825,384 | 0.35% | 80,920 | Common | SOLE |
| 38141G104 | GS | Goldman Sachs Group | $825,381 | 0.35% | 939 | Common | SOLE |
| 316773100 | FITB | Fifth Third Bancorp Com | $814,400 | 0.34% | 17,398 | Common | SOLE |
| 171340102 | CHD | Church & Dwight Co Inc | $807,056 | 0.34% | 9,625 | Common | SOLE |
| 83570H108 | SONO | Sonos, Inc. | $779,717 | 0.33% | 44,403 | Common | SOLE |
| 369604301 | GE | General Electric Company | $778,092 | 0.33% | 2,526 | Common | SOLE |
| 87265H109 | T86 | TRI Pointe Group, Inc. | $761,920 | 0.32% | 24,211 | Common | SOLE |
| 46436E718 | SGOV | iShares 0-3 Month Treasury Bon | $749,638 | 0.32% | 7,468 | Common | SOLE |
| 45569U101 | INDI | indie Semiconductor, Inc. | $720,011 | 0.30% | 203,969 | Common | SOLE |
| 896095106 | TCBK | TriCo Bancshares | $700,839 | 0.29% | 14,795 | Common | SOLE |
| 502160104 | LXU | LSB Industries | $694,169 | 0.29% | 81,667 | Common | SOLE |
| 921943809 | VTMGX | Vanguard Developed Markets Ind | $673,980 | 0.28% | 33,581 | Common | SOLE |
| 896215209 | TRS | Trimas | $666,425 | 0.28% | 18,799 | Common | SOLE |
| 131193104 | CALY | Callaway Golf Co. | $665,318 | 0.28% | 57,011 | Common | SOLE |
| 02361E108 | AMRC | Ameresco, Inc. | $659,933 | 0.28% | 22,531 | Common | SOLE |
| 084680107 | BBT | Beacon Financial Corporation | $645,749 | 0.27% | 24,488 | Common | SOLE |
| 05990K106 | BANC | Banc of California, Inc | $635,586 | 0.27% | 32,949 | Common | SOLE |
| 035255108 | ANIK | Anika Therapeutics, Inc. | $630,512 | 0.27% | 65,610 | Common | SOLE |
| 37364X109 | GEOS | Geospace Technologies | $621,882 | 0.26% | 36,776 | Common | SOLE |
| 525327102 | LDOS | Leidos Holdings, Inc. | $595,320 | 0.25% | 3,300 | Common | SOLE |
| 20451N101 | CMP | Compass Minerals International | $569,756 | 0.24% | 29,010 | Common | SOLE |
| 064058100 | BK | Bank Of Ny Mellon Cp New | $562,688 | 0.24% | 4,847 | Common | SOLE |
| 74736K101 | QRVO | Qorvo Inc. | $548,808 | 0.23% | 6,494 | Common | SOLE |
| 443628102 | HBM | Hudbay Minerals | $547,483 | 0.23% | 27,581 | Common | SOLE |
| 464287614 | IWF | Ishares Russell 1000 Growth ET | $547,135 | 0.23% | 1,156 | Common | SOLE |
| 04316A108 | APAM | Artisan Partners Asset MGMT | $541,272 | 0.23% | 13,286 | Common | SOLE |
| Q97159232 | WGXRF | Westgold Resources Ltd. | $527,983 | 0.22% | 122,944 | Common | SOLE |
| 929328102 | WSFS | WSFS Financial Corp | $512,075 | 0.22% | 9,270 | Common | SOLE |
| 911163103 | UNFI | United Natural Foods | $503,468 | 0.21% | 14,953 | Common | SOLE |
| 037833100 | AAPL | Apple Computer | $499,135 | 0.21% | 1,836 | Common | SOLE |
| 880345103 | TNC | Tennant Co | $464,678 | 0.20% | 6,305 | Common | SOLE |
| 8676EP108 | STKL | Sunopta Inc F | $460,670 | 0.19% | 121,229 | Common | SOLE |
| 30303M102 | META | Meta Platforms, Inc. | $455,462 | 0.19% | 690 | Common | SOLE |
| 733245104 | PRCH | Porch Group Inc. | $453,487 | 0.19% | 49,670 | Common | SOLE |
| 648018109 | ANWPX | American Funds New Perspective | $426,757 | 0.18% | 6,044 | Common | SOLE |
| 713448108 | PEP | Pepsico Incorporated | $421,949 | 0.18% | 2,940 | Common | SOLE |
| 197236102 | COLB | Columbia Banking Systems | $416,790 | 0.18% | 14,912 | Common | SOLE |
| 141788109 | CARG | Car Guru, Inc. | $413,298 | 0.17% | 10,777 | Common | SOLE |
| 114340102 | AZTA | Azenta, Inc. | $411,326 | 0.17% | 12,367 | Common | SOLE |
| 893529107 | TRNS | Transcat Inc. | $410,782 | 0.17% | 7,241 | Common | SOLE |
| 36828A101 | GEV | GE Vernova Inc. | $407,173 | 0.17% | 623 | Common | SOLE |
| 149123101 | CAT | Caterpillar Inc | $401,009 | 0.17% | 700 | Common | SOLE |
| 464287598 | IWD | Russell 1000 Value Index Fund | $392,705 | 0.17% | 1,867 | Common | SOLE |
| 097023105 | BA | Boeing Company | $383,434 | 0.16% | 1,766 | Common | SOLE |
| 58933Y105 | MRK | Merck & Co Inc New | $367,778 | 0.15% | 3,494 | Common | SOLE |
| 04523Y105 | ASPN | Aspen Aerogels, Inc. | $360,712 | 0.15% | 127,460 | Common | SOLE |
| 254687106 | DIS | Disney (walt) | $349,843 | 0.15% | 3,075 | Common | SOLE |
| 032332504 | ASYS | Amtech Systems, Inc. | $345,589 | 0.15% | 27,537 | Common | SOLE |
| 110122108 | BMY | Bristol-Myers Squibb Co | $326,175 | 0.14% | 6,047 | Common | SOLE |
| 05614L209 | BW | Babcock & Wilcox Enterprises, | $319,752 | 0.13% | 50,434 | Common | SOLE |
| 060505104 | BAC | Bank Of America Corp | $314,600 | 0.13% | 5,720 | Common | SOLE |
| 12082W204 | BURBY | Burberry Group Plc | $279,746 | 0.12% | 16,417 | Common | SOLE |
| 483497103 | KALV | KalVista Pharmaceuticals | $269,883 | 0.11% | 16,711 | Common | SOLE |
| 808524706 | SCHE | Schwab Emerging Mrkets Equity | $268,550 | 0.11% | 8,200 | Common | SOLE |
| 458140100 | INTC | Intel Corp | $256,566 | 0.11% | 6,953 | Common | SOLE |
| 87244W664 | TILVX | Nuveen Large Cap Value Index F | $251,289 | 0.11% | 8,981 | Common | SOLE |
| 22410J106 | CBRL | Cracker Barrel | $247,650 | 0.10% | 9,750 | Common | SOLE |
| 00130H105 | AES | A E S Corp | $247,408 | 0.10% | 17,253 | Common | SOLE |
| 42824C109 | HPE | Hewlett Packard Enterprise Co. | $246,157 | 0.10% | 10,248 | Common | SOLE |
| 40434L105 | HPQ | HP Inc. | $245,035 | 0.10% | 10,998 | Common | SOLE |
| 146229109 | CRI | Carters Inc | $242,155 | 0.10% | 7,467 | Common | SOLE |
| 478160104 | JNJ | Johnson & Johnson | $241,718 | 0.10% | 1,168 | Common | SOLE |
| 343412102 | FLR | Fluor | $236,512 | 0.10% | 5,968 | Common | SOLE |
| 68389X105 | ORCL | Oracle Corporation | $236,036 | 0.10% | 1,211 | Common | SOLE |
| 410120109 | HWC | Hancock Whitney Corp | $233,196 | 0.10% | 3,662 | Common | SOLE |
| G29183103 | ETN | Eaton Corporation | $228,053 | 0.10% | 716 | Common | SOLE |
| 479142507 | JMPLY | Johnson Mathey PLC | $226,213 | 0.10% | 3,941 | Common | SOLE |
| 165167735 | EXE | Expand Energy Corp. | $225,355 | 0.09% | 2,042 | Common | SOLE |
| 724479100 | PBI | Pitney Bowes Inc | $223,862 | 0.09% | 21,179 | Common | SOLE |
| 92025Y103 | VALN | Valneva SE ADR | $221,691 | 0.09% | 25,135 | Common | SOLE |
| 958102105 | WDC | Western Digital Corp | $213,615 | 0.09% | 1,240 | Common | SOLE |
| 030371108 | AVD | American Vanguard Corp | $210,314 | 0.09% | 55,056 | Common | SOLE |
| 85209W109 | SPT | Sprout Social, Inc. | $209,002 | 0.09% | 18,545 | Common | SOLE |
| 52470G841 | CIIXX | Legg Mason WA US TSY Res Inst | $199,521 | 0.08% | 199,521 | Common | SOLE |
| 591520200 | MEI | Methode Electronics Inc. | $192,407 | 0.08% | 28,977 | Common | SOLE |
| 30050B101 | EVH | Evolent Health, Inc. | $190,828 | 0.08% | 47,707 | Common | SOLE |
| 87484T108 | TALO | Talos Energy Inc. | $176,463 | 0.07% | 16,013 | Common | SOLE |
| 66611T108 | NFBK | Northfield Bancorp | $167,701 | 0.07% | 14,672 | Common | SOLE |
| 76122Q105 | RGP | Resources Connection Inc. | $160,353 | 0.07% | 31,816 | Common | SOLE |
| 909214306 | UIS | Unisys Corp | $153,354 | 0.06% | 55,563 | Common | SOLE |
| 57142B104 | MQ | Marqeta, Inc. | $120,674 | 0.05% | 25,405 | Common | SOLE |
| 759655103 | REMYY | Remy Martin SA Unsponsored ADR | $110,389 | 0.05% | 25,974 | Common | SOLE |
| 65342K105 | NEXT | NextDecade Corporation | $104,984 | 0.04% | 19,921 | Common | SOLE |
| 89854H102 | TTEC | TTEC Holdings Inc | $83,743 | 0.04% | 23,262 | Common | SOLE |
| 26443V101 | DLTH | Duluth Holdings Inc | $73,867 | 0.03% | 35,513 | Common | SOLE |
| 762544104 | RBBN | Ribbon Communications | $52,848 | 0.02% | 18,350 | 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.