Institutional Manager · CIK 0001127761
IRONWOOD INVESTMENT MANAGEMENT LLC
BOSTON, MA · File #028-06155
Latest AUM
$237.8M
Positions
172
Top-10 Concentration
43.1%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | iShares Short Treasury Bond ET | 464288679 | +26,083 | +$2.9M | -$12,524 |
| NEW | Pinnacle Financial Partners, I | 72348N109 | +11,327 | +$1.1M | $0 |
| REDUCE | Impinj, Inc. | PI | -6,167 | -$1.1M | -$153,813 |
| EXITED | Pinnacle Financial Partners, I | 72346Q104 | -11,327 | -$1.1M | $0 |
| REDUCE | Babcock & Wilcox Enterprises, | BW-PA | -160,873 | -$1.0M | +$726,898 |
| NEW | Carriage Services Inc. | 143905107 | +23,468 | +$992,696 | $0 |
| ADD | Vanguard Total Stock Market ET | 922908769 | +2,897 | +$971,277 | +$339,189 |
| EXITED | Vanguard FTSE Europe ETF | 922042874 | -9,390 | -$749,322 | $0 |
| ADD | Msci Eafe | 464287465 | +7,253 | +$696,506 | +$303,503 |
| REDUCE | Cisco Systems Inc | CSCO | -7,500 | -$577,725 | +$256,552 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025172 pos · $237.8M
- 13F HOLDINGS REPORTQ/E Sep 2025171 pos · $229.3M
- 13F HOLDINGS REPORTQ/E Jun 2025167 pos · $205.5M
- 13F HOLDINGS REPORTQ/E Mar 2025163 pos · $183.4M
- 13F HOLDINGS REPORTQ/E Dec 2024169 pos · $200.8M
- 13F HOLDINGS REPORTQ/E Sep 2024174 pos · $205.3M
- 13F HOLDINGS REPORTQ/E Jun 2024169 pos · $187.0M
- 13F HOLDINGS REPORTQ/E Mar 2024174 pos · $204.9M
- 13F HOLDINGS REPORTQ/E Dec 2023164 pos · $163.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Vanguard Total Stock Market ET | 922908769 | 50,670 | $17.0M | 10.39% |
| 2 | Msci Eafe | 464287465 | 121,352 | $11.7M | 7.13% |
| 3 | iShares Short Treasury Bond ET | 464288679 | 62,917 | $6.9M | 4.24% |
| 4 | Ishares Russell 2000 | 464287655 | 25,472 | $6.3M | 3.83% |
| 5 | Group 1 Automotive | GPI | 14,927 | $5.9M | 3.59% |
| 6 | Dycom Industries Inc | 267475101 | 14,369 | $4.9M | 2.97% |
| 7 | Pegasystems Inc | PEGA | 79,387 | $4.7M | 2.90% |
| 8 | BridgeBio Pharma Inc. | BBIO | 61,794 | $4.7M | 2.89% |
| 9 | Somnigroup International Inc. | SGI | 47,621 | $4.3M | 2.60% |
| 10 | iShares Russell 3000 ETF | 464287689 | 10,758 | $4.2M | 2.54% |
| 11 | Citigroup Inc New | C-PR | 35,566 | $4.2M | 2.54% |
| 12 | MYR Group | MYRG | 17,919 | $3.9M | 2.39% |
| 13 | General Mtrs Corp | 37045V100 | 45,500 | $3.7M | 2.26% |
| 14 | Cytokinetics Inc | CYTK | 57,229 | $3.6M | 2.22% |
| 15 | Vanguard FTSE Emerging Markets | 922042858 | 66,529 | $3.6M | 2.19% |
| 16 | Vicor Corp | VICR | 31,158 | $3.4M | 2.09% |
| 17 | Super Micro Computer, Inc. | SMCI | 104,881 | $3.1M | 1.88% |
| 18 | Impinj, Inc. | PI | 16,654 | $2.9M | 1.77% |
| 19 | Mercury Systems | MRCY | 39,394 | $2.9M | 1.76% |
| 20 | Tutor Perini Corp | TPC | 40,675 | $2.7M | 1.67% |