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IRONWOOD INVESTMENT MANAGEMENT LLC

Location
BOSTON, MA
Portfolio Value
Small $224,274,258
Diversification
Diversified
Filing Date
Global Rank
#4,327 / 8,700 ▲ 1217
Top Industry
Engineering & Construction 9.3%
Period ended 2 months ago
Filed Aug 14, 2026 · 29d
26 quarters · since Mar 2020

Portfolio Concentration

155 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
4.3%
−7.1 pts
Top 5
16.5%
−8.9 pts
Top 10
26.6%
−7.7 pts
HHI
140
Sep 2023 → Jun 2026 · range 140 – 331
Diversified−126

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Technology 31.1% $69,763,474
Industrials 22.3% $50,048,042
Consumer Cyclical 12.7% $28,568,976
Financial Services 11.9% $26,588,982
Healthcare 10.1% $22,629,153
Basic Materials 5.5% $12,303,145
Consumer Defensive 2.9% $6,405,301
Energy 1.8% $4,107,930
Communication Services 1.2% $2,674,408
Real Estate 0.4% $931,919
Utilities 0.1% $252,928

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
33,004 102,607 $0

New Positions

Positions the filer opened this quarter
4 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
14 positions
Ticker Shares Value Open
4,439 $464,718
123,236 $0
16,711 $0
23,975 $0

Portfolio Positions

Export CSV View 13F filing
155 tracked positions · $224,274,258 total · filing declares 177 positions · $289,206,494 · as of Jun 30, 2026
Showing 1–50 of 155 positions by value · page 1 of 4
Ticker Company Shares Value (USD) % of Portfolio History

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.