Ironwood Financial, llc
Filing Date
Global Rank
#5,370
/ 8,603
▲ 22
· as of Mar 2026
Top Industry
Consumer Electronics
35.5%
3Y Alpha vs SPY
-2.0%
Period ended 3 months ago
Filed Apr 16, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+68.3%
SPY
+76.5%
Annualised alpha
-1.9%
Max drawdown
−21.0%
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
60 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
33.1%
−1.0 pts
Top 5
52.1%
−2.4 pts
Top 10
68.5%
−1.8 pts
HHI
1,279
Diversified−75
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 43.2% | $49,775,506 |
| Healthcare | 15.2% | $17,543,313 |
| Consumer Cyclical | 11.2% | $12,901,387 |
| Financial Services | 7.3% | $8,373,640 |
| Unclassified | 6.7% | $7,756,008 |
| Communication Services | 5.9% | $6,834,415 |
| Consumer Defensive | 4.7% | $5,448,748 |
| Industrials | 4.6% | $5,260,786 |
| Energy | 0.8% | $931,340 |
| Real Estate | 0.4% | $462,044 |
| Basic Materials | 0.0% | $49,064 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +197 | 7,300 | $1,273,120 | |
| CMCSA | Comcast Corp | +150 | 14,898 | $427,721 | |
| OXY | Occidental Petroleum Corp /De/ | +92 | 6,847 | $445,055 | |
| MSFT | Microsoft Corp | +79 | 12,779 | $4,730,402 | |
| ABT | Abbott Laboratories | +50 | 2,806 | $288,092 | |
| PEP | Pepsico Inc | +50 | 1,850 | $287,286 | |
| COST | Costco Wholesale Corp /New | +17 | 3,794 | $3,780,455 | |
| WFC | Wells Fargo & Company/Mn | +12 | 2,984 | $237,556 | |
| JPM | Jpmorgan Chase & Co | +12 | 15,594 | $4,587,131 | |
| HD | Home Depot, Inc. | +12 | 4,478 | $1,472,769 | |
| IBM | International Business Machines Corp | +10 | 10,577 | $2,563,759 | |
| INTC | Intel Corp | +3 | 5,866 | $258,866 | |
| ORCL | Oracle Corp | +1 | 4,210 | $619,333 | |
| OHI | Omega Healthcare Investors Inc | +1 | 5,575 | $244,296 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −5,477 | 150,598 | $38,220,266 | |
| SLV | iShares Silver Trust | −1,159 | 6,576 | $448,088 | |
| CART | Maplebear Inc. | −500 | 9,036 | $338,488 | |
| PFE | Pfizer Inc | −190 | 32,532 | $913,498 | |
| AMD | Advanced Micro Devices Inc | −149 | 1,155 | $234,961 | |
| AMH | American Homes 4 Rent | −96 | 7,799 | $217,748 | |
| SPY | Spdr S&P 500 ETF Trust | −60 | 4,406 | $2,865,398 | |
| ABBV | AbbVie Inc. | −54 | 2,997 | $651,817 | |
| BRK-B | Berkshire Hathaway Inc | −17 | 1,549 | $742,280 | |
| GLD | Spdr Gold Trust | −12 | 1,124 | $483,645 | |
| GOOGL | Alphabet Inc. | −12 | 20,249 | $5,822,802 | |
| QQQ | Invesco Qqq Trust, Series 1 | −9 | 6,859 | $3,958,877 | |
| V | Visa Inc. | −3 | 765 | $231,213 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
60 positions ·
$115,336,251 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Showing 1–50
of 60 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 150,598 | $38,220,266 | 33.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 31,206 | $6,499,273 | 5.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 20,249 | $5,822,802 | 5.05% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 5,222 | $4,803,038 | 4.16% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 12,779 | $4,730,402 | 4.10% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 15,594 | $4,587,131 | 3.98% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 6,859 | $3,958,877 | 3.43% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 3,794 | $3,780,455 | 3.28% | |
| COR |
Cencora, Inc.
Healthcare
|
Held | 11,882 | $3,732,611 | 3.24% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 4,406 | $2,865,398 | 2.48% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 10,577 | $2,563,759 | 2.22% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 9,907 | $2,421,667 | 2.10% | |
| RTX |
RTX Corp
Industrials
|
Held | 12,063 | $2,326,952 | 2.02% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 5,688 | $2,001,322 | 1.74% | |
| INTU |
Intuit Inc.
Technology
|
Held | 4,336 | $1,874,799 | 1.63% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 7,429 | $1,755,324 | 1.52% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 4,875 | $1,515,101 | 1.31% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 4,478 | $1,472,769 | 1.28% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 7,300 | $1,273,120 | 1.10% | |
| ZION |
Zions Bancorporation, National Association /Ut/
Financial Services
|
Held | 20,568 | $1,185,128 | 1.03% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 9,097 | $1,130,575 | 0.98% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Held | 9,803 | $921,285 | 0.80% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 32,532 | $913,498 | 0.79% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 3,760 | $891,319 | 0.77% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Held | 1,310 | $791,750 | 0.69% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Held | 4,851 | $754,233 | 0.65% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,549 | $742,280 | 0.64% | |
| SNA |
Snap-on Inc
Industrials
|
Held | 1,872 | $679,947 | 0.59% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 2,997 | $651,817 | 0.57% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 5,395 | $648,964 | 0.56% | |
| BIIB |
Biogen Inc.
Healthcare
|
Held | 3,535 | $648,071 | 0.56% | |
| ORCL |
Oracle Corp
Technology
|
Added | 4,210 | $619,333 | 0.54% | |
| BA |
Boeing Co
Industrials
|
Held | 2,868 | $570,818 | 0.49% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Held | 9,129 | $553,673 | 0.48% | |
| GLD |
Spdr Gold Trust
|
Reduced | 1,124 | $483,645 | 0.42% | |
| SLV |
iShares Silver Trust
|
Reduced | 6,576 | $448,088 | 0.39% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
Added | 6,847 | $445,055 | 0.39% | |
| CMCSA |
Comcast Corp
Communication Services
|
Added | 14,898 | $427,721 | 0.37% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 936 | $347,958 | 0.30% | |
| CART |
Maplebear Inc.
Consumer Cyclical
|
Reduced | 9,036 | $338,488 | 0.29% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 939 | $308,546 | 0.27% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 3,197 | $308,126 | 0.27% | |
| CI |
Cigna Group
Healthcare
|
Held | 1,113 | $296,892 | 0.26% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 2,806 | $288,092 | 0.25% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 1,850 | $287,286 | 0.25% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 482 | $275,766 | 0.24% | |
| GSK |
GSK plc
Healthcare
|
Held | 4,985 | $275,122 | 0.24% | |
| PBT |
Permian Basin Royalty Trust
Energy
|
Held | 12,300 | $264,696 | 0.23% | |
| INTC |
Intel Corp
Technology
|
Added | 5,866 | $258,866 | 0.22% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Held | 860 | $250,844 | 0.22% |