Fund HoldingsIronwood Investment Counsel, LLC

Total Portfolio Value
$578.88M
Total Bought
$46.89M
Total Sold
$32.59M
Net Transaction
+$14.30M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Schwab Fundemental US Small Company ETF985,4571,245,013+259,55629,26834,1015.89%+4,833
Berkshire Hathaway Inc Class B024,571+24,571013,0862.26%+13,086
JPMorgan Ultra-Short Income ETF
ULTRA SHRT ETF
076,430+76,43003,8700.67%+3,870
Johnson & Johnson(JNJ)062,114+62,114010,3011.78%+10,301
Dollar General Corp(DG)035,944+35,94403,1610.55%+3,161
Medtronic(MDT)077,836+77,83606,9941.21%+6,994
Anheuser-Busch Inbev SA ADR(BUD)083,469+83,46905,1380.89%+5,138
Crown Castle International(CCI)018,318+18,31801,9090.33%+1,909
Vanguard S&P 500 ETF07,930+7,93004,0750.70%+4,075
Vanguard MSCI EAFE ETF051,772+51,77202,6320.45%+2,632
Charles Schwab Corp(SCHW)129,310133,361+4,0519,57010,4401.80%+869
KLA Corporation(KLAC)011,244+11,24407,6441.32%+7,644
Fiserv Inc(FISV)39,08639,611+5258,0298,7471.51%+718
McKesson Corp(MCK)7,7667,615-1514,4265,1250.89%+699
Vanguard Mid-Cap ETF4,4867,205+2,7191,1851,8630.32%+678
Schwab Fundamental US Large Company ETF347,584376,866+29,2828,2318,8981.54%+667
IBM(IBM)26,55526,103-4525,8386,4911.12%+653
JPMorgan Ultra-Short Municipal Inc ETF
ULTRA SHT MUNCPL
037,105+37,10501,8870.33%+1,887
Adobe Systems Inc(ADBE)015,870+15,87006,0871.05%+6,087
Corteva Inc(CTVA)067,762+67,76204,2640.74%+4,264
Brown & Brown Inc(BRO)027,088+27,08803,3700.58%+3,370
WisdomTree MidCap Div(WT)011,578+11,57805730.10%+573
Mastercard(MA)17,61917,938+3199,2789,8321.70%+555
Cardinal Health(CAH)36,12434,718-1,4064,2724,7830.83%+511
AT&T(T)109,289105,271-4,0182,4892,9770.51%+489
OGE Energy Corp.(OGE)100,289100,28904,1374,6090.80%+472
Mondelez International Inc(MDLZ)031,611+31,61102,1450.37%+2,145
Exxon Mobil033,028+33,02803,9280.68%+3,928
Qualcomm(QCOM)042,940+42,94006,5961.14%+6,596
Comcast Corp New Cl A(CCZ)0133,468+133,46804,9250.85%+4,925
CH Robinson Worldwide Inc.(CHRW)03,329+3,32903410.06%+341
AbbVie Inc(ABBV)09,940+9,94002,0830.36%+2,083
Vanguard Emerging Markets ETF016,031+16,03107260.13%+726
Amgen(AMGN)05,330+5,33001,6610.29%+1,661
Guggenheim Etf
S&P MDCP400 PR
07,135+7,13503130.05%+313
Visa(V)5,8636,063+2001,8532,1250.37%+272
Laboratory Corp of America Holdings20,62921,482+8534,7315,0000.86%+269
Lilly Eli & Co(LLY)03,565+3,56502,9440.51%+2,944
JP Morgan Chase & Co(JPM)26,45926,888+4296,3436,5961.14%+253
Zimmer Biomet Holdings Inc.(ZBH)02,178+2,17802470.04%+247
Berkshire Hathaway Inc Class A02+201,5970.28%+1,597
iShares Core Dividend Growth ETF
CORE DIV GRWTH
03,773+3,77302330.04%+233
Abbott Laboratories012,409+12,40901,6460.28%+1,646
Gallagher Arthur J & Co(AJG)0632+63202180.04%+218
Waste Management, Inc.(WM)07,539+7,53901,7450.30%+1,745
Markel Corporation(MKL)0115+11502150.04%+215
Netflix Inc(NFLX)0230+23002150.04%+215
Essex Property TRUST Inc(ESS)0700+70002150.04%+215
Hershey Company(HSY)021,038+21,03803,5980.62%+3,598
O Reilly Automotive Inc(ORLY)0143+14302050.04%+205
Coca Cola(KO)024,061+24,06101,7230.30%+1,723
Vanguard Total Stock Market ETF03,791+3,79101,0420.18%+1,042
Marsh & McLennan Inc(MRSH)05,749+5,74901,4030.24%+1,403
Schwab U.S. Dividend Equity ETF056,588+56,58801,5820.27%+1,582
iShares MSCI EAFE Index012,058+12,05809860.17%+986
Amdocs Limited(DOX)9,35710,447+1,0907979560.17%+159
Paychex Inc(PAYX)16,68216,182-5002,3392,4970.43%+157
Intel Corporation(INTC)019,225+19,22504370.08%+437
iShares MSCI EAFE Value Index034,988+34,98802,0620.36%+2,062
Chevron Corp(CVX)17,31415,701-1,6132,5082,6270.45%+119
Philip Morris Int'l Inc(PM)2,4062,568+1622904080.07%+118
Air Prod & Chemicals Inc5,5195,819+3001,6011,7160.30%+115
Cigna Corp(CI)01,921+1,92106320.11%+632
Verizon Communications(VZ)059,183+59,18302,6850.46%+2,685
Deere & Co(DE)2,0012,032+318489540.16%+106
Heico Corporation(HEI)03,496+3,49609340.16%+934
Vanguard REIT ETF06,685+6,68506050.10%+605
Amer Electric Pwr Co Inc04,949+4,94905410.09%+541
Heico Corporation Class A03,462+3,46207300.13%+730
Sprott Phys Silver Trust(PSLV)043,570+43,57005050.09%+505
Pinnacle West Capital Cp(PNW)07,532+7,53207170.12%+717
Cisco Systems Inc(CSCO)47,05746,291-7662,7862,8570.49%+71
Ecolab Inc(ECL)03,790+3,79009610.17%+961
Vanguard Value ETF02,839+2,83904900.08%+490
Palantir Technologies Inc(PLTR)3,0203,458+4382282920.05%+63
Monster Beverage Corp(MNST)011,080+11,08006480.11%+648
Vanguard Interm-Tm Corp Bd Idx ETF
INT-TERM CORP
029,043+29,04302,3750.41%+2,375
Gilead Sciences Inc(GILD)3,1613,082-792923450.06%+53
General Electric(GE)02,301+2,30104610.08%+461
Southern Company(SO)02,918+2,91802680.05%+268
Ameren Corp(AEE)4,6694,624-454164640.08%+48
Altria Group Inc(MO)4,5344,721+1872372830.05%+46
Procter & Gamble(PG)028,356+28,35604,8330.83%+4,833
Lam Research Corporation(LRCX)05,636+5,63604100.07%+410
iShares MSCI EAFE Growth Index013,749+13,74901,3750.24%+1,375
iShares MSCI ACWI ex US Index13,34913,34906967400.13%+44
Wisconsin Energy Group(WEC)02,686+2,68602930.05%+293
Vanguard Short-Term Corp Bd Idx ETF
SHRT TRM CORP BD
20,37620,667+2911,5901,6310.28%+42
Raytheon Technologies Co(RTX)04,613+4,61306110.11%+611
Consolidated Edison(ED)02,284+2,28402530.04%+253
Roper Industries Inc(ROP)0850+85005010.09%+501
GE Vernova Inc(GEV)758945+1872492880.05%+39
iShares iBoxx High Yield Corporate Bond ETF021,215+21,21501,6740.29%+1,674
SS&C Technologies Holdings Inc(SSNC)4,2024,235+333183540.06%+35
Fastenal Co(FAST)4,7174,816+993393730.06%+34
iShares Russell 1000 Value Index013,353+13,35302,5130.43%+2,513
Willis Towers Watson PLC(WTW)2,6092,503-1068178460.15%+29
S&P Global Inc(SPGI)01,577+1,57708020.14%+802
Schwab International Equity ETF018,479+18,47903660.06%+366
Meta Platforms Inc Class A(META)014,191+14,19108,1791.41%+8,179
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