Ironwood Investment Management LLC

Ironwood Investment Management LLC reported 177 holdings worth US$289M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Ironwood Investment Management LLC reported 177 holdings worth US$289M as of Jun 30, 2026. Largest: Vicor Corporation, Myr Group, Inc. and Dycom Industries, Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
177
Value as reported
US$289M

The filing in full

CompanySharesValue as reported% of portfolio
Vicor Corporation25,507US$9.69M3.3%
Myr Group, Inc.17,700US$8.86M3.1%
Dycom Industries, Inc.14,125US$7.14M2.5%
Ttm Technologies, Inc.32,331US$6.05M2.1%
Extreme Networks, Inc.162KUS$5.24M1.8%
Cytokinetics, Incorporated56,589US$4.82M1.7%
Citigroup, Inc.33,462US$4.68M1.6%
Bridgebio Pharma, Inc.61,163US$4.56M1.6%
Mercury Systems Inc36,457US$4.46M1.5%
Group 1 Automotive, Inc.14,627US$4.26M1.5%
Arrow Electronics, Inc.19,295US$4.12M1.4%
Somnigroup International Inc.47,124US$3.69M1.3%
Asml Holding Nv1,847US$3.67M1.3%
Coherent Corp.9,063US$3.58M1.2%
Griffon Corporation34,647US$3.38M1.2%
Tutor Perini Corporation40,160US$3.33M1.2%
Impinj, Inc.23,262US$3.33M1.2%
General Motors Company42,500US$3.28M1.1%
Super Micro Computer, Inc.109KUS$3.19M1.1%
Commercial Vehicle Group, Inc.677KUS$3.13M1.1%
Astronics Corporation34,901US$2.84M0.98%
Watts Water Technologies, Inc.7,210US$2.82M0.98%
Barrett Business Services, Inc.74,741US$2.65M0.92%
Koppers Holdings Inc.58,116US$2.61M0.90%
Cisco Systems, Inc.22,200US$2.61M0.90%
Williams-sonoma, Inc.10,926US$2.55M0.88%
Mckesson Corporation3,305US$2.5M0.86%
Pegasystems Inc.78,843US$2.36M0.82%
Darling Ingredients Inc.42,464US$2.32M0.80%
Npk International Inc.141KUS$2.24M0.77%
Onto Innovation Inc.5,691US$2.15M0.74%
Sm Energy Company81,890US$2.14M0.74%
Hni Corporation52,031US$2.1M0.73%
Franco-nevada Corporation10,018US$2.09M0.72%
Freshpet, Inc.35,193US$2.08M0.72%
Kohl's Corporation113KUS$2M0.69%
Hanover Insurance Group Inc9,232US$1.98M0.68%
Aurinia Pharmaceuticals Inc113KUS$1.92M0.67%
Goosehead Insurance, Inc.38,750US$1.88M0.65%
Kopin Corporation413KUS$1.85M0.64%
Steven Madden, Ltd.41,822US$1.76M0.61%
The Goodyear Tire & Rubber Company263KUS$1.74M0.60%
Evolv Technologies Holdings, Inc.293KUS$1.7M0.59%
Porch Group, Inc.112KUS$1.68M0.58%
International Business Machines Corporation5,944US$1.67M0.58%
Cabot Corporation17,998US$1.63M0.57%
Alphabet Inc (google) Class C4,562US$1.63M0.56%
Teledyne Technologies Incorporated2,320US$1.55M0.53%
Pfizer, Inc.60,832US$1.46M0.51%
Aci Worldwide, Inc.28,813US$1.45M0.50%
Belden Inc11,751US$1.41M0.49%
Cantor Equity Partners Ii, Inc.103KUS$1.38M0.48%
Texas Pacific Land Corporation3,126US$1.37M0.47%
Denali Therapeutics Inc.52,080US$1.34M0.46%
Ufp Industries, Inc.14,724US$1.34M0.46%
Microsoft Corp.3,461US$1.29M0.45%
Zeta Global Holdings Corp.64,465US$1.27M0.44%
Progressive Corporation (the)5,699US$1.24M0.43%
Huntington Bancshares Incorporated69,851US$1.24M0.43%
Beacon Financial Corporation40,337US$1.23M0.42%
Ncr Atleos Corporation27,908US$1.21M0.42%
Fastenal Company24,774US$1.19M0.41%
Ncr Voyix Corporation143KUS$1.17M0.41%
Pinnacle Financial Partners, Inc.11,327US$1.14M0.40%
Ameresco, Inc.41,372US$1.14M0.39%
Aspen Aerogels, Inc.179KUS$1.14M0.39%
Transcat, Inc.12,168US$1.13M0.39%
Avidia Bancorp, Inc.53,642US$1.13M0.39%
Callaway Golf Company56,795US$1.07M0.37%
Jp Morgan Chase & Co.3,154US$1.03M0.36%
Lsb Industries, Inc.91,966US$994K0.34%
Fifth Third Bancorp17,398US$981K0.34%
Automatic Data Processing, Inc.4,376US$980K0.34%
Visa Inc.2,834US$972K0.34%
Anika Therapeutics Inc.65,503US$958K0.33%
Ge Aerospace2,513US$939K0.32%
Indie Semiconductor, Inc.208KUS$934K0.32%
Braemar Hotels & Resorts Inc.431KUS$932K0.32%
Old Republic International Corporation22,241US$910K0.31%
Carriage Services, Inc.23,468US$900K0.31%
Compass Minerals Intl Inc28,885US$899K0.31%
Trimas Corporation18,675US$841K0.29%
Zscaler Inc5,906US$834K0.29%
Goldman Sachs Group, Inc. (the)789US$798K0.28%
Trico Bancshares14,611US$787K0.27%
Danaher Corporation4,129US$786K0.27%
Salesforce, Inc.4,994US$782K0.27%
Novo Nordisk A/s Class B16,058US$770K0.27%
Quanterix Corporation171KUS$737K0.25%
Ge Vernova Inc.620US$728K0.25%
Otis Worldwide Corporation10,073US$721K0.25%
Costco Wholesale Corporation766US$717K0.25%
Wsfs Financial Corporation9,270US$711K0.25%
Babcock & Wilcox Enterprises, Inc.49,899US$704K0.24%
The Bank Of New York Mellon Corporation4,847US$701K0.24%
S&p Global Inc.1,713US$698K0.24%
Wheaton Precious Metals Corp6,167US$693K0.24%
Remy Cointreau Sa142KUS$692K0.24%
United Natural Foods, Inc.14,792US$676K0.23%
Banc Of California, Inc.32,649US$667K0.23%

Every holding of Ironwood Investment Management LLC

Source

View original at SEC

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