Ironwood Financial, llc
Ironwood Financial, llc reported 179 holdings worth US$639M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 17, 2026
Ironwood Financial, llc reported 179 holdings worth US$639M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Amazon.com, Inc. Filed Jul 17, 2026 (Form 13F).
- Holdings
- 179
- Value as reported
- US$639M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 136K | US$43M | 6.7% |
| Alphabet Inc (google) Class C | 38,766 | US$13.7M | 2.1% |
| Amazon.com, Inc. | 31,181 | US$7.71M | 1.2% |
| Eli Lilly And Company | 5,220 | US$6.17M | 0.97% |
| Jp Morgan Chase & Co. | 15,656 | US$5.24M | 0.82% |
| Microsoft Corp. | 12,714 | US$4.97M | 0.78% |
| Cencora, Inc. | 11,877 | US$3.64M | 0.57% |
| Costco Wholesale Corporation | 3,780 | US$3.5M | 0.55% |
| International Business Machines Corporation | 10,776 | US$3.13M | 0.49% |
| Johnson & Johnson | 9,925 | US$2.56M | 0.40% |
| Rtx Corporation | 12,063 | US$2.37M | 0.37% |
| Amgen Inc. | 5,688 | US$2.05M | 0.32% |
| Lowe's Companies, Inc. | 7,358 | US$1.53M | 0.24% |
| Home Depot, Inc. (the) | 4,458 | US$1.5M | 0.24% |
| Zions Bancorporation N.a. | 20,568 | US$1.45M | 0.23% |
| Mcdonald's Corporation | 4,875 | US$1.33M | 0.21% |
| Nvidia Corporation | 6,353 | US$1.29M | 0.20% |
| Intuit Inc. | 4,332 | US$1.26M | 0.20% |
| Walmart Inc. | 9,124 | US$1.05M | 0.16% |
| Charles Schwab Corporation (the) | 9,803 | US$1M | 0.16% |
| Pfizer, Inc. | 32,253 | US$790K | 0.12% |
| Yum! Brands, Inc. | 4,851 | US$784K | 0.12% |
| Berkshire Hathaway Inc. | 1,552 | US$771K | 0.12% |
| Snap-on Incorporated | 1,872 | US$751K | 0.12% |
| Abbvie Inc. | 3,014 | US$747K | 0.12% |
| Biogen Inc. | 3,535 | US$739K | 0.12% |
| Lockheed Martin Corporation | 1,310 | US$682K | 0.11% |
| Intel Corporation | 6,585 | US$679K | 0.11% |
| Merck & Company, Inc. | 5,395 | US$669K | 0.10% |
| Boeing Company (the) | 2,950 | US$636K | 0.10% |
| Advanced Micro Devices Inc | 1,072 | US$573K | 0.09% |
| Oracle Corporation | 4,209 | US$554K | 0.09% |
| Bristol-myers Squibb Company | 9,054 | US$537K | 0.08% |
| Maplebear Inc. | 9,036 | US$436K | 0.07% |
| Occidental Petroleum Corporation | 7,118 | US$390K | 0.06% |
| Comcast Corporation | 15,782 | US$378K | 0.06% |
| Tesla, Inc. | 951 | US$375K | 0.06% |
| Permian Basin Royalty Trust | 12,300 | US$345K | 0.05% |
| The Cigna Group | 1,113 | US$339K | 0.05% |
| Stryker Corporation | 1,003 | US$332K | 0.05% |
| Pricesmart, Inc. | 1,664 | US$318K | 0.05% |
| Meta Platforms, Inc. | 482 | US$317K | 0.05% |
| Cisco Systems, Inc. | 2,626 | US$313K | 0.05% |
| Walt Disney Company (the) | 3,197 | US$307K | 0.05% |
| Omega Healthcare Investors, Inc. | 5,675 | US$275K | 0.04% |
| Visa Inc. | 756 | US$270K | 0.04% |
| Wells Fargo & Company | 2,985 | US$262K | 0.04% |
| Gsk Plc | 4,985 | US$261K | 0.04% |
| Abbott Laboratories | 2,806 | US$258K | 0.04% |
| Exxon Mobil Corporation | 1,782 | US$257K | 0.04% |
| Pepsico, Inc. | 1,845 | US$256K | 0.04% |
| Fortinet, Inc. | 1,585 | US$255K | 0.04% |
| American Homes 4 Rent | 7,418 | US$251K | 0.04% |
| Lam Research Corporation | 735 | US$242K | 0.04% |
| Markel Group Inc. | 114 | US$224K | 0.04% |
| The Travelers Companies, Inc. | 655 | US$224K | 0.04% |
| Dell Technologies Inc. | 509 | US$217K | 0.03% |
| Chevron Corporation | 1,167 | US$213K | 0.03% |
| Sunpower Inc. | 10,000 | US$6,492 | <0.01% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Niocorp Developments Ltd. | 0 | US$0 | 0.00% |
| Yum China Holdings, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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