🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 776.34 -0.2% NASDAQ 100: 731.07 -0.1% Dow Jones: 536.80 -0.2%

Ironwood Investment Management - Q2 2026 13F Filings

IR

Ironwood Investment Management LLC

CIK: 0001127761
Address: Massachusetts Boston 67 Batterymarch Street, 3Rd Floor
$289.21 M
Portfolio Value
176
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. HNI Hni Corporation
+$2.1 M
2. TPL Texas Pacific Land Corporation
+$1.37 M
3. GSHD Goosehead Insurance
+$888,423
4. VTI Vanguard Total Stock Market Etf
+$859,972.95
5. EFA Ishares Msci Eafe Etf
+$647,380.18

Top Sells

Q2 2026
1. VICR Vicor Corporation
−$2.04 M
2. COHR Coherent
−$1.23 M
3. TPH Tri Pointe Homes
−$1.12 M
4. ICE Intercontinental Exchange
−$919,773
5. STKL Sunopta
−$798,569

Asset Allocation

Stocks/ETFs
+20.60%
$289.21 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Ironwood Investment Management Q2 2026 Filing Summary

Ironwood Investment Management LLC filed its 13F report for Q2 2026 on August 14, 2026. The portfolio totaled 289.21 M reflecting a +20.60% change from the prior quarter, spanning 176 assets. The top 10 holdings comprised 30.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 9 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Ironwood Investment Management’s Q2 2026 Filing

Ironwood Investment Management submitted their Form 13F-HR for the Q2 2026 period on 08/14/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Ironwood Investment Management reported a managed portfolio value of 289.21 M, consisting of 177 individual positions.

This page displays the raw filing documents. To see which stocks Ironwood Investment Management bought or sold during Q2 2026, please visit Ironwood Investment Management's Portfolio Analysis page.