IRONWOOD INVESTMENT MANAGEMENT LLC

CIK

1127761

Location

BOSTON, MA

Portfolio Value

Small $185,813,855

Diversification

Diversified

Filing Date

Global Rank

#4,374 / 8,622 ▲ 191 · as of Mar 2026

Top Industry

Engineering & Construction 7.4%

3Y Alpha vs SPY

-4.9%

Period ended 4 months ago

Filed May 15, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+52.4%

SPY

+67.9%

Annualised alpha

-3.8%

Max drawdown

−27.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

160 tracked 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 tracked 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%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.