Fund HoldingsIronwood Investment Counsel, LLC

Total Portfolio Value
$584.43M
Total Bought
$11.27M
Total Sold
$53.59M
Net Transaction
-$42.32M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Schwab Fundemental US Small Company ETF442,380985,457+543,07726,35329,2685.01%+2,916
Amazon.com Inc.(AMZN)062,577+62,577013,7292.35%+13,729
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)073,837+73,837013,9772.39%+13,977
Tesla Motors Inc.(TSLA)9,4359,428-72,4683,8080.65%+1,339
Charles Schwab Corp(SCHW)0129,310+129,31009,5701.64%+9,570
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)052,559+52,55905,8531.00%+5,853
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)07,766+7,76604,4260.76%+4,426
Cummins Inc(CMI)22,81622,479-3377,3887,8361.34%+449
NVIDIA Corp(NVDA)034,927+34,92704,6900.80%+4,690
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)017,440+17,44003,3210.57%+3,321
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)05,863+5,86301,8530.32%+1,853
Dimensional US Equity Market ETF
US EQUI MARK ETF
03,401+3,40102170.04%+217
Salesforce.com Inc(CRM)03,324+3,32401,1120.19%+1,112
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)04,621+4,62104,2350.72%+4,235
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)01,370+1,37004470.08%+447
Booking Holdings Inc(BKNG)0246+24601,2220.21%+1,222
Auto Data Processing7,0897,047-421,9622,0630.35%+101
Taiwan Semiconductr Adrf(TSM)03,546+3,54607000.12%+700
Wal-Mart Stores(WMT)34,32831,640-2,6882,7722,8590.49%+87
Honeywell International(HON)05,664+5,66401,2800.22%+1,280
Powershares QQQ02,710+2,71001,3850.24%+1,385
AT&T(T)0109,289+109,28902,4890.43%+2,489
LightPath Technologies In A102c028,000+28,0000990.02%+99
BlackRock Inc(BLK)1,4511,396-551,3781,4310.24%+53
Boeing Co(BA)01,803+1,80303190.05%+319
iShares MSCI ACWI ex US Index013,349+13,34906960.12%+696
iShares S&P 500 Grwth07,852+7,85207970.14%+797
State Street Corp(STT)5,9595,772-1875275670.10%+39
iShares Russell 2000 Growth Index03,381+3,38109730.17%+973
Communication Services Sel Sect SPDR ETF
ST STR SVC ETF
05,423+5,42305250.09%+525
Gilead Sciences Inc(GILD)03,161+3,16102920.05%+292
Willis Towers Watson PLC(WTW)02,609+2,60908170.14%+817
Franklin Resources Inc(BEN)037,496+37,49607610.13%+761
Johnson Controls
SHS
03,849+3,84903040.05%+304
iShares Russell 1000 Growth Index01,719+1,71906910.12%+691
Emerson Electric(EMR)013,248+13,24801,6420.28%+1,642
CaliberCos Inc033,029+33,0290230.00%+23
OGE Energy Corp.(OGE)100,289100,28904,1144,1370.71%+23
Privia Health Group Inc(PRVA)017,137+17,13703350.06%+335
Air Prod & Chemicals Inc5,3015,519+2181,5791,6010.27%+22
iShares Russell Midcap Growth02,250+2,25002850.05%+285
Vanguard Information Technology ETF
INF TECH ETF
0626+62603890.07%+389
Amphenol Corp New04,544+4,54403160.05%+316
iShares S&P 500 Value Index02,161+2,16104130.07%+413
Bristol-Myers Squibb Co(BMY)04,833+4,83302730.05%+273
Deere & Co(DE)02,001+2,00108480.15%+848
Amdocs Limited(DOX)8,9039,357+4547797970.14%+18
Technology Select SPDR
ST STR TECHN ETF
01,344+1,34403130.05%+313
Schwab U.S. Broad Market ETF031,818+31,81807220.12%+722
Vanguard Growth ETF0696+69602860.05%+286
Financial Select Sector SPDR
ST STR FINL ETF
05,063+5,06302450.04%+245
Vanguard Mid-Cap ETF4,4484,486+381,1741,1850.20%+11
GFL Environmental Inc(GFL)06,475+6,47502880.05%+288
Fedex Corporation(FDX)02,233+2,23306280.11%+628
Bank Of New York Mellon Corp3,1873,100-872292380.04%+9
Altria Group Inc(MO)04,534+4,53402370.04%+237
Energizer Holding Inc(ENR)07,000+7,00002440.04%+244
Stryker(SYK)3,2933,323+301,1901,1960.20%+7
Vanguard Short-Term Corp Bd Idx ETF
SHRT TRM CORP BD
020,376+20,37601,5900.27%+1,590
Fair Isaac & Co Inc.(FICO)10310302002050.04%+5
B O K Financial Cp New(BOKF)02,573+2,57302740.05%+274
Ameren Corp(AEE)4,7064,669-374124160.07%+5
Grainger, W W(GWW)0300+30003160.05%+316
Fastenal Co(FAST)04,717+4,71703390.06%+339
Edwards Lifesciences Corp08,758+8,75806480.11%+648
PNC Finl Services Gp Inc(PNC)1,1391,100-392112120.04%+2
T J X Cos Inc(TJX)07,949+7,94909600.16%+960
Church & Dwight Co Inc(CHD)04,800+4,80005030.09%+503
IBM(IBM)26,40526,555+1505,8385,8381.00%-0
Renalytix PLC010,000+10,000020.00%+2
Molson Coors Brewing Co B(TAP)07,730+7,73004430.08%+443
Intuitive Surgical New2,8872,714-1731,4181,4170.24%-2
Philip Morris Int'l Inc(PM)02,406+2,40602900.05%+290
SS&C Technologies Holdings Inc(SSNC)04,202+4,20203180.05%+318
iShares S&P MidCap 400 Growth02,728+2,72802480.04%+248
Tyler Technologies Inc(TYL)0500+50002880.05%+288
Chevron Corp(CVX)017,314+17,31402,5080.43%+2,508
Moodys Corp(MCO)3,1043,10401,4731,4690.25%-4
Page 1 of 1