Fund Holdings — Ironwood Investment Counsel, LLC

Total Portfolio Value
$584.43M
Total Bought
$11.27M
Total Sold
$53.59M
Net Transaction
-$42.32M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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Schwab Fundemental US Small Company ETF442,380985,457+543,07726,35329,2685.01%+2,916
Amazon.com Inc.(AMZN)62,95362,577-37611,73013,7292.35%+1,999
Apple(AAPL)133,615132,230-1,38531,13233,1135.67%+1,981
Broadcom Ltd(AVGO)29,77629,086-6905,1366,7431.15%+1,607
Alphabet Inc Class A(GOOG)75,32373,837-1,48612,49213,9772.39%+1,485
Tesla Motors Inc.(TSLA)9,4359,428-72,4683,8080.65%+1,339
Charles Schwab Corp(SCHW)129,333129,310-238,3829,5701.64%+1,188
Consumer Staples Select Sector SPDR
ST STR STAPL ETF
014,665+14,66501,1530.20%+1,153
Fiserv Inc(FISV)40,18939,086-1,1037,2208,0291.37%+809
American Express(AXP)39,77639,002-77410,78711,5761.98%+788
Walt Disney Co(DIS)52,72152,559-1625,0715,8531.00%+781
JP Morgan Chase & Co(JPM)26,59226,459-1335,6076,3431.09%+735
Workday Inc Class A(WDAY)16,16117,997+1,8363,9504,6440.79%+694
McKesson Corp(MCK)7,8437,766-773,8784,4260.76%+548
Cummins Inc(CMI)22,81622,479-3377,3887,8361.34%+449
NVIDIA Corp(NVDA)34,96434,927-374,2464,6900.80%+444
Morgan Stanley(MS)16,37516,763+3881,7072,1070.36%+401
Schwab Fundamental US Large Company ETF109,387347,584+238,1977,8508,2311.41%+381
Mastercard(MA)18,11217,619-4938,9449,2781.59%+334
Alphabet Inc Class C(GOOG)17,97517,440-5353,0053,3210.57%+316
GE Vernova Inc(GEV)0758+75802490.04%+249
Palantir Technologies Inc(PLTR)03,020+3,02002280.04%+228
Lamb Weston Holdings Inc(LW)03,345+3,34502240.04%+224
Garmin Ltd(GRMN)01,082+1,08202230.04%+223
Visa(V)5,9445,863-811,6341,8530.32%+219
Dimensional US Equity Market ETF
US EQUI MARK ETF
03,401+3,40102170.04%+217
Salesforce.com Inc(CRM)3,3663,324-429211,1120.19%+190
iShares S&P 500 Index11,28811,377+896,5126,6971.15%+186
Cardinal Health(CAH)37,06536,124-9414,0964,2720.73%+176
Laboratory Corp of America Holdings20,46720,629+1624,5744,7310.81%+157
Cisco Systems Inc(CSCO)49,64047,057-2,5832,6422,7860.48%+144
Costco(COST)4,6164,621+54,0934,2350.72%+142
Bancfirst Corp Oklahoma(BANF)11,42711,42701,2031,3390.23%+136
Corning Inc(GLW)39,70240,359+6571,7931,9180.33%+125
Paychex Inc(PAYX)16,57816,682+1042,2252,3390.40%+115
US Bancorp(USB)150,403146,190-4,2136,8786,9921.20%+114
LPL Financial Holdings Inc.(LPLA)1,4601,370-903404470.08%+108
Booking Holdings Inc(BKNG)265246-191,1161,2220.21%+106
Auto Data Processing7,0897,047-421,9622,0630.35%+101
Taiwan Semiconductr Adrf(TSM)3,4613,546+856017000.12%+99
Wal-Mart Stores(WMT)34,32831,640-2,6882,7722,8590.49%+87
Honeywell International(HON)5,8665,664-2021,2131,2800.22%+67
Powershares QQQ2,7072,710+31,3211,3850.24%+64
AT&T(T)110,527109,289-1,2382,4322,4890.43%+57
LightPath Technologies In A102c(LPTH)30,80028,000-2,80042990.02%+57
BlackRock Inc(BLK)1,4511,396-551,3781,4310.24%+53
Boeing Co(BA)1,7571,803+462673190.05%+52
iShares MSCI ACWI ex US Index11,34913,349+2,0006496960.12%+47
iShares S&P 500 Grwth7,8527,85207527970.14%+45
State Street Corp(STT)5,9595,772-1875275670.10%+39
iShares Russell 2000 Growth Index3,3013,381+809379730.17%+36
Communication Services Sel Sect SPDR ETF
ST STR SVC ETF
5,4155,423+84905250.09%+35
Gilead Sciences Inc(GILD)3,1113,161+502612920.05%+31
Willis Towers Watson PLC(WTW)2,6702,609-617868170.14%+31
Franklin Resources Inc(BEN)36,46237,496+1,0347357610.13%+26
Johnson Controls
SHS
3,5943,849+2552793040.05%+25
iShares Russell 1000 Growth Index1,7771,719-586676910.12%+23
Emerson Electric(EMR)14,80013,248-1,5521,6191,6420.28%+23
CaliberCos Inc033,029+33,0290230.00%+23
OGE Energy Corp.(OGE)100,289100,28904,1144,1370.71%+23
Privia Health Group Inc(PRVA)17,13717,13703123350.06%+23
Air Prod & Chemicals Inc5,3015,519+2181,5791,6010.27%+22
iShares Russell Midcap Growth2,2502,25002642850.05%+21
Vanguard Information Technology ETF
INF TECH ETF
629626-33693890.07%+20
Amphenol Corp New4,5444,54402963160.05%+19
iShares S&P 500 Value Index1,9962,161+1653944130.07%+19
Bristol-Myers Squibb Co(BMY)4,9304,833-972552730.05%+18
Deere & Co(DE)1,9882,001+138308480.15%+18
Amdocs Limited(DOX)8,9039,357+4547797970.14%+18
Technology Select SPDR
ST STR TECHN ETF
1,3101,344+342963130.05%+17
Schwab U.S. Broad Market ETF10,60631,818+21,2127067220.12%+17
Vanguard Growth ETF702696-62702860.05%+16
Financial Select Sector SPDR
ST STR FINL ETF
5,0615,063+22292450.04%+15
Vanguard Mid-Cap ETF4,4484,486+381,1741,1850.20%+11
GFL Environmental Inc(GFL)6,9756,475-5002782880.05%+10
Fedex Corporation(FDX)2,2592,233-266186280.11%+10
Bank Of New York Mellon Corp3,1873,100-872292380.04%+9
Altria Group Inc(MO)4,4814,534+532292370.04%+8
Energizer Holding Inc(ENR)7,4757,000-4752372440.04%+7
Stryker(SYK)3,2933,323+301,1901,1960.20%+7
Vanguard Short-Term Corp Bd Idx ETF
SHRT TRM CORP BD
19,93720,376+4391,5831,5900.27%+6
Fair Isaac & Co Inc.(FICO)10310302002050.04%+5
B O K Financial Cp New(BOKF)2,5732,57302692740.05%+5
Ameren Corp(AEE)4,7064,669-374124160.07%+5
Grainger, W W(GWW)30030003123160.05%+5
Fastenal Co(FAST)4,7174,71703373390.06%+2
Edwards Lifesciences Corp9,7998,758-1,0416476480.11%+2
PNC Finl Services Gp Inc(PNC)1,1391,100-392112120.04%+2
T J X Cos Inc(TJX)8,1587,949-2099599600.16%+1
Church & Dwight Co Inc(CHD)4,8004,80005035030.09%-0
IBM(IBM)26,40526,555+1505,8385,8381.00%-0
Renalytix PLC12,00010,000-2,000320.00%-0
Molson Coors Brewing Co B(TAP)7,7307,73004454430.08%-2
Intuitive Surgical New2,8872,714-1731,4181,4170.24%-2
Philip Morris Int'l Inc(PM)2,4032,406+32922900.05%-2
SS&C Technologies Holdings Inc(SSNC)4,3274,202-1253213180.05%-3
iShares S&P MidCap 400 Growth2,7282,72802512480.04%-3
Tyler Technologies Inc(TYL)50050002922880.05%-4
Chevron Corp(CVX)17,05217,314+2622,5112,5080.43%-4
Moodys Corp(MCO)3,1043,10401,4731,4690.25%-4
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Ironwood Investment Counsel, LLC — 13F Holdings — Q4 2024 | TickerTrail