Fund HoldingsIronwood Investment Counsel, LLC

Total Portfolio Value
$600.61M
Total Bought
$40.85M
Total Sold
$29.60M
Net Transaction
+$11.25M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Schwab Fundemental US Small Company ETF267,067442,380+175,31314,66726,3534.39%+11,685
Apple(AAPL)135,048133,615-1,43328,44431,1325.18%+2,688
Lockheed Martin Corp(LMT)14,57314,720+1476,8078,6051.43%+1,798
Schwab Fundamental US Large Company ETF93,291109,387+16,0966,2497,8501.31%+1,601
American Express(AXP)40,30039,776-5249,33210,7871.80%+1,456
Accenture PLC
SHS CLASS A
028,638+28,638010,1231.69%+10,123
JPMorgan Ultra-Short Income ETF
ULTRA SHRT ETF
63,46288,781+25,3193,2034,5050.75%+1,302
Berkshire Hathaway Inc Class B024,991+24,991011,5031.92%+11,503
IBM(IBM)026,405+26,40505,8380.97%+5,838
Fiserv Inc(FISV)040,189+40,18907,2201.20%+7,220
Starbucks Corp(SBUX)062,995+62,99506,1411.02%+6,141
Lowes Companies(LOW)023,197+23,19706,2831.05%+6,283
Cummins Inc(CMI)022,816+22,81607,3881.23%+7,388
Home Depot(HD)016,561+16,56106,7111.12%+6,711
Johnson & Johnson(JNJ)062,061+62,061010,0581.67%+10,058
Tesla Motors Inc.(TSLA)09,435+9,43502,4680.41%+2,468
Mastercard(MA)018,112+18,11208,9441.49%+8,944
Meta Platforms Inc Class A(META)14,34414,345+17,2338,2121.37%+980
Medtronic(MDT)074,049+74,04906,6671.11%+6,667
Sysco(SYY)0114,729+114,72908,9561.49%+8,956
Anheuser-Busch Inbev SA ADR(BUD)87,20287,515+3135,0715,8010.97%+731
First Trust Preferred Sec & Inc ETF0270,758+270,75804,9010.82%+4,901
US Bancorp(USB)0150,403+150,40306,8781.15%+6,878
OGE Energy Corp.(OGE)100,289100,28903,5804,1140.68%+534
McDonalds(MCD)011,124+11,12403,3880.56%+3,388
Laboratory Corp of America Holdings20,06520,467+4024,0844,5740.76%+490
Workday Inc Class A(WDAY)15,59216,161+5693,4863,9500.66%+464
Cardinal Health(CAH)037,065+37,06504,0960.68%+4,096
Wal-Mart Stores(WMT)34,69034,328-3622,3492,7720.46%+423
Omnicom Group Inc(OMC)027,560+27,56002,8490.47%+2,849
Corteva Inc(CTVA)065,128+65,12803,8290.64%+3,829
iShares S&P 500 Index11,18911,288+996,1236,5121.08%+388
Brown & Brown Inc(BRO)027,363+27,36302,8350.47%+2,835
Vanguard Small Cap ETF015,385+15,38503,6500.61%+3,650
General Mills Inc(GIS)026,150+26,15001,9310.32%+1,931
Hershey Company(HSY)020,465+20,46503,9250.65%+3,925
Corning Inc(GLW)38,96339,702+7391,5141,7930.30%+279
Mondelez International Inc(MDLZ)029,406+29,40602,1660.36%+2,166
AbbVie Inc(ABBV)09,897+9,89701,9550.33%+1,955
Broadcom Ltd(AVGO)3,03329,776+26,7434,8705,1360.86%+267
Comcast Corp New Cl A(CCZ)0126,823+126,82305,2970.88%+5,297
Paychex Inc(PAYX)016,578+16,57802,2250.37%+2,225
Consolidated Edison(ED)02,375+2,37502470.04%+247
Auto Data Processing07,089+7,08901,9620.33%+1,962
Hubbell Inc CL B(HUBB)04,416+4,41601,8920.31%+1,892
Vanguard S&P 500 ETF5,6875,835+1482,8453,0790.51%+235
BlackRock Inc(BLK)01,451+1,45101,3780.23%+1,378
Bank Of New York Mellon Corp03,187+3,18702290.04%+229
Resmed Inc(RMD)0920+92002250.04%+225
Brookfield Infr Prt Lp Lp Int Unit
LP INT UNIT
06,198+6,19802170.04%+217
Novartis A G(NVS)01,872+1,87202150.04%+215
Constellation Brands(STZ)01,611+1,61104150.07%+415
United Rentals Inc(URI)0260+26002110.04%+211
PNC Finl Services Gp Inc(PNC)01,139+1,13902110.04%+211
DR Horton(DHI)01,070+1,07002040.03%+204
iShares Russell 2000 Value01,213+1,21302020.03%+202
Bancfirst Corp Oklahoma(BANF)011,427+11,42701,2030.20%+1,203
Fair Isaac & Co Inc.(FICO)0103+10302000.03%+200
Coca Cola(KO)24,83724,749-881,5811,7780.30%+198
iShares Russell 1000 Value Index013,243+13,24302,5140.42%+2,514
Procter & Gamble(PG)029,671+29,67105,1390.86%+5,139
Caterpillar Inc(CAT)02,880+2,88001,1270.19%+1,127
McCormick & Co(MKC)015,184+15,18401,2500.21%+1,250
Moodys Corp(MCO)3,1043,10401,3071,4730.25%+167
iShares MSCI EAFE Value Index038,965+38,96502,2420.37%+2,242
Berkshire Hathaway Inc Class A02+201,3820.23%+1,382
iShares iBoxx High Yield Corporate Bond ETF20,50321,636+1,1331,5821,7370.29%+156
Morgan Stanley(MS)15,99316,375+3821,5541,7070.28%+153
Sprouts Farmers Market Inc(SFM)5,5945,59404686180.10%+150
United Parcel Service B(UPS)041,922+41,92205,7160.95%+5,716
JP Morgan Chase & Co(JPM)026,592+26,59205,6070.93%+5,607
Clorox Company(CLX)08,114+8,11401,3220.22%+1,322
SPDR Barclays 1-3 Month T-Bill ETF
ST STR BLO 1 ETF
4,0155,595+1,5803685140.09%+145
Air Prod & Chemicals Inc5,5545,301-2531,4331,5790.26%+145
Zoetis Inc(ZTS)05,736+5,73601,1210.19%+1,121
Sherwin-Williams Co.(SHW)01,650+1,65006300.10%+630
Heico Corporation(HEI)3,4963,49607829140.15%+132
Vanguard Interm-Tm Corp Bd Idx ETF
INT-TERM CORP
28,09828,389+2912,2462,3780.40%+132
Intuitive Surgical New2,8992,887-121,2901,4180.24%+129
Cisco Systems Inc(CSCO)049,640+49,64002,6420.44%+2,642
Vanguard Total Stock Market ETF03,064+3,06408680.14%+868
Abbott Laboratories013,232+13,23201,5090.25%+1,509
Pinnacle West Capital Cp(PNW)8,7068,718+126657720.13%+107
Crown Castle International(CCI)010,082+10,08201,1960.20%+1,196
Vanguard MSCI EAFE ETF035,770+35,77001,8890.31%+1,889
Amdocs Limited(DOX)8,5658,903+3386767790.13%+103
Amgen(AMGN)4,6144,784+1701,4421,5420.26%+100
S&P Global Inc(SPGI)1,5791,556-237058040.13%+99
NextEra Energy Inc.(NEE)6,8406,838-24845780.10%+94
Schwab U.S. Dividend Equity ETF17,27516,981-2941,3431,4350.24%+92
Heico Corporation Class A3,4523,45206137030.12%+91
Vanguard Mid-Cap ETF04,448+4,44801,1740.20%+1,174
Vanguard REIT ETF06,249+6,24906090.10%+609
State Street Corp(STT)5,9465,959+134405270.09%+87
Stryker(SYK)03,293+3,29301,1900.20%+1,190
Equifax Inc(EFX)01,650+1,65004850.08%+485
Illinois Tool Works(ITW)03,184+3,18408340.14%+834
Vanguard Div Apprciation09,000+9,00001,7830.30%+1,783
Ameren Corp(AEE)04,706+4,70604120.07%+412
Marsh & McLennan Inc(MRSH)5,6845,725+411,1981,2770.21%+79
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