IRONWOOD INVESTMENT MANAGEMENT LLC

CIK

1127761

Location

BOSTON, MA

Portfolio Value

Small $185,813,855

Diversification

Diversified

Filing Date

Global Rank

#4,033 / 8,232 ▲ 302

Top Industry

Engineering & Construction 7.4%

3Y Alpha vs SPY

-4.3%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.3%

SPY

+76.3%

Annualised alpha

-4.3%

Max drawdown

−27.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

160 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

2.7%

−0.6 pts

Top 5

13.0%

−0.6 pts

Top 10

22.5%

−1.5 pts

HHI

118

Diversified−5

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.1%	$50,270,307	42
Industrials	20.1%	$37,324,443	26
Consumer Cyclical	13.4%	$24,979,544	17
Financial Services	13.4%	$24,811,678	27
Healthcare	11.7%	$21,706,397	18
Basic Materials	5.9%	$11,008,061	11
Consumer Defensive	4.2%	$7,895,511	8
Energy	2.3%	$4,315,143	6
Communication Services	1.2%	$2,241,470	3
Real Estate	0.5%	$1,018,207	1
Utilities	0.1%	$243,094	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PRCH	Porch Group, Inc.	+58,221	107,891	$773,578
EXTR	Extreme Networks Inc	+58,048	161,362	$2,433,338
ASPN	Aspen Aerogels Inc	+39,186	166,646	$569,929
PGY	Pagaya Technologies Ltd.	+34,808	94,311	$1,098,723
RGP	Resources Connection, Inc.	+34,559	66,375	$247,578
UIS	Unisys Corp	+30,049	85,612	$177,216
VYX	NCR Voyix Corp	+25,000	105,920	$670,473
BBT	Beacon Financial Corp	+15,839	40,327	$1,209,810
SM	SM Energy Co	+15,300	95,390	$2,974,260
PFE	Pfizer Inc	+9,700	64,890	$1,822,111
GT	Goodyear Tire & Rubber Co /Oh/	+8,000	240,000	$1,591,200
PI	Impinj Inc	+6,056	22,710	$2,332,317
LXU	Lsb Industries, Inc.	+3,557	85,224	$1,269,837
INDI	indie Semiconductor, Inc.	+3,468	207,437	$667,947
STKL	SunOpta Inc.	+2,007	123,236	$798,569
KSS	KOHLS Corp	+2,000	112,800	$1,455,120
DNLI	Denali Therapeutics Inc.	+1,129	52,062	$999,590
FNV	FRANCO NEVADA Corp	+492	9,302	$2,298,059
ASML	Asml Holding NV	+366	1,973	$2,605,997
TTEC	TTEC Holdings, Inc.	+278	23,540	$58,850
DLTH	Duluth Holdings Inc.	+272	35,785	$113,080
IBM	International Business Machines Corp	+120	5,944	$1,440,766
FRPT	Freshpet, Inc.	+104	35,207	$2,075,804
CRI	Carters Inc	+94	7,561	$270,381
MEI	Methode Electronics Inc	+53	29,030	$160,245
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KOP	Koppers Holdings Inc.	−18,000	59,416	$2,298,210
HBM	Hudbay Minerals Inc.	−15,103	12,478	$260,790
KOPN	Kopin Corp	−6,235	411,563	$926,016
EVLV	Evolv Technologies Holdings, Inc.	−5,050	290,388	$1,756,847
EVH	Evolent Health, Inc.	−3,272	44,435	$101,311
GM	General Motors Co	−3,000	42,500	$3,166,250
ARW	Arrow Electronics, Inc.	−2,600	19,295	$2,767,095
QTRX	Quanterix Corp	−2,505	169,825	$597,784
GFF	Griffon Corp	−1,748	34,647	$2,518,143
MRCY	Mercury Systems Inc	−1,716	37,678	$2,747,102
AUPH	Aurinia Pharmaceuticals Inc.	−1,554	113,066	$1,675,638
FAST	Fastenal Co	−1,408	29,631	$1,374,878
TTMI	Ttm Technologies Inc	−1,365	32,617	$3,177,548
NPKI	NPK International Inc.	−1,282	140,616	$2,037,525
PEGA	Pegasystems Inc	−1,022	78,365	$3,335,214
ZETA	Zeta Global Holdings Corp.	−969	64,177	$1,021,697
SPSC	Sps Commerce Inc	−960	10,370	$577,297
NVO	Novo Nordisk A S	−908	19,195	$705,416
BBIO	BridgeBio Pharma, Inc.	−834	60,960	$4,526,889
GEOS	Geospace Technologies Corp	−734	36,042	$439,712
SONO	Sonos Inc	−675	43,728	$585,955
SGI	Somnigroup International Inc.	−646	46,975	$3,472,392
KRNT	Kornit Digital Ltd.	−618	73,655	$1,079,782
BW	Babcock & Wilcox Enterprises, Inc.	−577	49,857	$732,399
OTIS	Otis Worldwide Corp	−569	12,042	$928,197
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
CEPT	Cantor Equity Partners II, Inc.	135,611	$1,476,803
HBAN	Huntington Bancshares Inc /Md/	70,078	$1,096,720
COST	Costco Wholesale Corp /New	919	$915,719
GSHD	Goosehead Insurance, Inc.	20,432	$871,629
MKL	Markel Group Inc.	188	$359,845
NOG	Northern Oil & Gas, Inc.	9,307	$272,043
SNDK	Sandisk Corp	413	$262,395
TGT	Target Corp	1,790	$216,948
CNNE	Cannae Holdings, Inc.	18,607	$211,561
AVNT	Avient Corp	5,675	$206,002
FMC	Fmc Corp	10,907	$187,818
NOMD	Nomad Foods Ltd	14,368	$138,076
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
AEM	Agnico Eagle Mines Ltd	4,881	$827,475
CHD	Church & Dwight Co Inc /De/	9,625	$807,056
ORCL	Oracle Corp	1,211	$236,036
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

160 positions · $185,813,855 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 160 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MYRG	Myr Group Inc. Industrials	Reduced	17,693	-226	$4,995,087	+27.6%	2.69%
VICR	Vicor Corp Technology	Reduced	30,889	-269	$4,973,129	+45.6%	2.68%
GPI	Group 1 Automotive Inc Consumer Cyclical	Reduced	14,627	-300	$4,836,125	−17.6%	2.60%
DY	Dycom Industries Inc Industrials	Reduced	14,192	-177	$4,808,533	−1.0%	2.59%
BBIO	BridgeBio Pharma, Inc. Healthcare	Reduced	60,960	-834	$4,526,889	−4.2%	2.44%
C	Citigroup Inc Financial Services	Reduced	35,562	-4	$4,033,086	−2.8%	2.17%
CYTK	Cytokinetics Inc Healthcare	Reduced	56,738	-491	$3,739,601	+2.8%	2.01%
SGI	Somnigroup International Inc. Consumer Cyclical	Reduced	46,975	-646	$3,472,392	−18.3%	1.87%
PEGA	Pegasystems Inc Technology	Reduced	78,365	-1,022	$3,335,214	−29.7%	1.79%
TTMI	Ttm Technologies Inc Technology	Reduced	32,617	-1,365	$3,177,548	+35.5%	1.71%
GM	General Motors Co Consumer Cyclical	Reduced	42,500	-3,000	$3,166,250	−14.4%	1.70%
TPC	Tutor Perini Corp Industrials	Reduced	40,212	-463	$3,103,964	+13.9%	1.67%
SM	SM Energy Co Energy	Added	95,390	+15,300	$2,974,260	+98.6%	1.60%
COHR	Coherent Corp. Technology	Reduced	12,182	-130	$2,901,874	+27.7%	1.56%
MCK	Mckesson Corp Healthcare	Reduced	3,305	-12	$2,860,014	+5.1%	1.54%
ARW	Arrow Electronics, Inc. Technology	Reduced	19,295	-2,600	$2,767,095	+14.7%	1.49%
MRCY	Mercury Systems Inc Industrials	Reduced	37,678	-1,716	$2,747,102	−4.5%	1.48%
DAR	Darling Ingredients Inc. Consumer Defensive	Reduced	42,465	-103	$2,626,460	+71.4%	1.41%
ASML	Asml Holding NV Technology	Added	1,973	+366	$2,605,997	+51.6%	1.40%
GFF	Griffon Corp Industrials	Reduced	34,647	-1,748	$2,518,143	−6.1%	1.36%
EXTR	Extreme Networks Inc Technology	Added	161,362	+58,048	$2,433,338	+41.5%	1.31%
SMCI	Super Micro Computer, Inc. Technology	Reduced	104,318	-563	$2,375,320	−22.6%	1.28%
PI	Impinj Inc Technology	Added	22,710	+6,056	$2,332,317	−19.5%	1.26%
KOP	Koppers Holdings Inc. Basic Materials	Reduced	59,416	-18,000	$2,298,210	+9.6%	1.24%
FNV	FRANCO NEVADA Corp Basic Materials	Added	9,302	+492	$2,298,059	+25.8%	1.24%
BBSI	Barrett Business Services Inc Industrials	Reduced	74,489	-343	$2,173,589	−19.8%	1.17%
CVGI	Commercial Vehicle Group, Inc. Consumer Cyclical	Held	637,040	0	$2,172,306	+136.8%	1.17%
WTS	Watts Water Technologies Inc Industrials	Reduced	7,209	-79	$2,092,700	+4.0%	1.13%
FRPT	Freshpet, Inc. Consumer Defensive	Added	35,207	+104	$2,075,804	−2.9%	1.12%
NPKI	NPK International Inc. Industrials	Reduced	140,616	-1,282	$2,037,525	+20.5%	1.10%
WSM	Williams Sonoma Inc Consumer Cyclical	Added	10,926	+49	$1,992,137	+2.6%	1.07%
ATRO	Astronics Corp Industrials	Reduced	29,407	-386	$1,962,329	+21.4%	1.06%
PFE	Pfizer Inc Healthcare	Added	64,890	+9,700	$1,822,111	+32.6%	0.98%
EVLV	Evolv Technologies Holdings, Inc. Industrials	Reduced	290,388	-5,050	$1,756,847	−16.9%	0.95%
CSCO	Cisco Systems, Inc. Technology	Reduced	22,200	-97	$1,722,498	+0.3%	0.93%
TDY	Teledyne Technologies Inc Technology	Reduced	2,772	-129	$1,677,087	+13.2%	0.90%
AUPH	Aurinia Pharmaceuticals Inc. Healthcare	Reduced	113,066	-1,554	$1,675,638	−8.3%	0.90%
THG	Hanover Insurance Group, Inc. Financial Services	Reduced	9,237	-78	$1,601,233	−5.9%	0.86%
GT	Goodyear Tire & Rubber Co /Oh/ Consumer Cyclical	Added	240,000	+8,000	$1,591,200	−21.7%	0.86%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,394	-239	$1,551,098	−12.0%	0.83%
CEPT	Cantor Equity Partners II, Inc. Financial Services	NEW	135,611	NEW	$1,476,803	NEW	0.79%
MSFT	Microsoft Corp Technology	Reduced	3,966	-145	$1,468,094	−26.2%	0.79%
KSS	KOHLS Corp Consumer Cyclical	Added	112,800	+2,000	$1,455,120	−35.7%	0.78%
IBM	International Business Machines Corp Technology	Added	5,944	+120	$1,440,766	−16.5%	0.78%
SHOO	Steven Madden, Ltd. Consumer Cyclical	Reduced	41,676	-446	$1,413,649	−19.4%	0.76%
FAST	Fastenal Co Industrials	Reduced	29,631	-1,408	$1,374,878	+10.4%	0.74%
UFPI	Ufp Industries Inc Basic Materials	Added	14,725	+25	$1,356,467	+1.3%	0.73%
CBT	Cabot Corp Basic Materials	Reduced	17,966	-185	$1,353,019	+12.5%	0.73%
BDC	Belden Inc. Technology	Held	11,751	0	$1,349,367	−1.5%	0.73%
LXU	Lsb Industries, Inc. Basic Materials	Added	85,224	+3,557	$1,269,837	+82.9%	0.68%