IRONWOOD INVESTMENT MANAGEMENT LLC — 13F Holdings & Portfolio
CIK 1127761 · latest 13F-HR filed 2026-05-15
IRONWOOD INVESTMENT MANAGEMENT LLC manages $239.8M in 13F-reported U.S. long-equity assets across 179 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VTI (7.25%), EFA (5.09%), SHV (2.97%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 13 new positions, exited 6, added to 59, and trimmed 75.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$239.8M
Long-equity book
179
Distinct positions
2026-03-31
Filed 2026-05-15
+13 / −6 / ↑59 / ↓75
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Vicor Corp$1.6M +45.6%
- Sm Energy Company$1.5M +98.6%
- Commercial Vehicle Group$1.3M +136.8%
- Darling Ingredients, Inc.$1.1M +71.4%
- MYR Group$1.1M +27.6%
Top Trims
- Ishares Russell 2000-$4.5M -71.3%
- Pegasystems Inc-$1.4M -29.7%
- Group 1 Automotive-$1.0M -17.6%
- Kohls-$806.3K -35.7%
- Somnigroup International Inc.-$779.2K -18.3%
New Positions
- Cantor Equity Partners II Inc.$1.5M
- Huntington Bancshares$1.1M
- Costco$915.7K
- Goosehead Insurance Inc.$871.6K
- iShares MSCI Denmark ETF$464.7K
Exited Positions
- Cadence Bank$1.2M
- Agnico Eagle Mines Ltd Com$827.5K
- Church & Dwight Co Inc$807.1K
- Burberry Group Plc$279.7K
- Oracle Corporation$236.0K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Vanguard Total Stock Market ET | VTI | 922908769 | $17.4M | 7.25% | 54,181 | SH |
| 2 | Msci Eafe | EFA | 464287465 | $12.2M | 5.09% | 125,547 | SH |
| 3 | iShares Short Treasury Bond ET | SHV | 464288679 | $7.1M | 2.97% | 64,616 | SH |
| 4 | MYR Group | MYRG | 55405W104 | $5.0M | 2.08% | 17,693 | SH |
| 5 | Vicor Corp | VICR | 925815102 | $5.0M | 2.07% | 30,889 | SH |
| 6 | Group 1 Automotive | GPI | 398905109 | $4.8M | 2.02% | 14,627 | SH |
| 7 | Dycom Industries Inc | DY | 267475101 | $4.8M | 2.01% | 14,192 | SH |
| 8 | BridgeBio Pharma Inc. | BBIO | 10806X102 | $4.5M | 1.89% | 60,960 | SH |
| 9 | iShares Russell 3000 ETF | IWV | 464287689 | $4.2M | 1.74% | 11,282 | SH |
| 10 | Citigroup Inc New | C | 172967424 | $4.0M | 1.68% | 35,562 | SH |
| 11 | Cytokinetics Inc | CYTK | 23282W605 | $3.7M | 1.56% | 56,738 | SH |
| 12 | Vanguard FTSE Emerging Markets | VWO | 922042858 | $3.7M | 1.55% | 68,590 | SH |
| 13 | Somnigroup International Inc. | SGI | 88023U101 | $3.5M | 1.45% | 46,975 | SH |
| 14 | Pegasystems Inc | PEGA | 705573103 | $3.3M | 1.39% | 78,365 | SH |
| 15 | Ttm Technologies Inc | TTMI | 87305R109 | $3.2M | 1.33% | 32,617 | SH |
| 16 | General Mtrs Corp | GM | 37045V100 | $3.2M | 1.32% | 42,500 | SH |
| 17 | Tutor Perini Corp | TPC | 901109108 | $3.1M | 1.29% | 40,212 | SH |
| 18 | Sm Energy Company | SM | 78454L100 | $3.0M | 1.24% | 95,390 | SH |
| 19 | Coherent Corp | COHR | 19247G107 | $2.9M | 1.21% | 12,182 | SH |
| 20 | Mckesson Corporation | MCK | 58155Q103 | $2.9M | 1.19% | 3,305 | SH |
| 21 | Arrow Electronics | ARW | 042735100 | $2.8M | 1.15% | 19,295 | SH |
| 22 | Mercury Systems | MRCY | 589378108 | $2.7M | 1.15% | 37,678 | SH |
| 23 | Darling Ingredients, Inc. | DAR | 237266101 | $2.6M | 1.10% | 42,465 | SH |
| 24 | ASML Holding N.V. | ASML | N07059210 | $2.6M | 1.09% | 1,973 | SH |
| 25 | Griffon Corp | GFF | 398433102 | $2.5M | 1.05% | 34,647 | SH |
| 26 | Extreme Networks Inc. | EXTR | 30226D106 | $2.4M | 1.01% | 161,362 | SH |
| 27 | Super Micro Computer, Inc. | SMCI | 86800U302 | $2.4M | 0.99% | 104,318 | SH |
| 28 | Impinj, Inc. | PI | 453204109 | $2.3M | 0.97% | 22,710 | SH |
| 29 | Fidelity Total Market Index Fu | SAIDF | 315911693 | $2.3M | 0.97% | 12,953 | SH |
| 30 | Koppers Holdings Inc. | KOP | 50060P106 | $2.3M | 0.96% | 59,416 | SH |
| 31 | Franco-Nevada | FNV | 351858105 | $2.3M | 0.96% | 9,302 | SH |
| 32 | Barrett Business Services Inc. | BBSI | 068463108 | $2.2M | 0.91% | 74,489 | SH |
| 33 | Commercial Vehicle Group | CVGI | 202608105 | $2.2M | 0.91% | 637,040 | SH |
| 34 | Watts Water Tech Inc A Class A | WTS | 942749102 | $2.1M | 0.87% | 7,209 | SH |
| 35 | Freshpet Inc. | FRPT | 358039105 | $2.1M | 0.87% | 35,207 | SH |
| 36 | NPK International, Inc. | NPKI | 651718504 | $2.0M | 0.85% | 140,616 | SH |
| 37 | Williams Sonoma | WSM | 969904101 | $2.0M | 0.83% | 10,926 | SH |
| 38 | Astronics Corporation | ATRO | 046433108 | $2.0M | 0.82% | 29,407 | SH |
| 39 | Pfizer Incorporated | PFE | 717081103 | $1.8M | 0.76% | 64,890 | SH |
| 40 | Ishares Russell 2000 | IWM | 464287655 | $1.8M | 0.75% | 7,244 | SH |
| 41 | Evolv Technologies Holdings, I | EVLV | 30049H102 | $1.8M | 0.73% | 290,388 | SH |
| 42 | Cisco Systems Inc | CSCO | 17275R102 | $1.7M | 0.72% | 22,200 | SH |
| 43 | Teledyne Tech Inc | TDY | 879360105 | $1.7M | 0.70% | 2,772 | SH |
| 44 | Aurinia Pharmaceuticals | AUPH | 05156V102 | $1.7M | 0.70% | 113,066 | SH |
| 45 | Hanover Insurance Group | THG | 410867105 | $1.6M | 0.67% | 9,237 | SH |
| 46 | Goodyear Tire & Rubber | GT | 382550101 | $1.6M | 0.66% | 240,000 | SH |
| 47 | Alphabet Inc., Class A | GOOGL | 02079K305 | $1.6M | 0.65% | 5,394 | SH |
| 48 | Cantor Equity Partners II Inc. | CEPT | G1827P106 | $1.5M | 0.62% | 135,611 | SH |
| 49 | Microsoft Corp | MSFT | 594918104 | $1.5M | 0.61% | 3,966 | SH |
| 50 | Kohls | KSS | 500255104 | $1.5M | 0.61% | 112,800 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $239.8M | 179 | 0001376474-26-000378 |
| 2025-12-31 | 2026-02-12 | $237.8M | 172 | 0001376474-26-000161 |
| 2025-09-30 | 2025-11-13 | $229.3M | 171 | 0001376474-25-000926 |