Ironwood Financial, llc

CIK

1630360

Location

TUCSON, AZ

Portfolio Value

Micro $5,448,748

Diversification

Diversified

Filing Date

Global Rank

#5,365 / 8,578 ▲ 39

Top Industry

Consumer Electronics 35.4%

3Y Alpha vs SPY

-3.3%

Period ended 3 months ago

Filed Apr 16, 2026 · 2mo

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

+64.2%

SPY

+78.1%

Annualised alpha

-3.3%

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

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

Top Position

33.1%

−1.1 pts

Top 5

52.0%

−2.5 pts

Top 10

68.3%

−2.0 pts

HHI

1,274

Diversified−81

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	43.1%	$49,775,506	8
Healthcare	15.2%	$17,543,313	13
Consumer Cyclical	11.2%	$12,901,387	8
Financial Services	7.2%	$8,373,640	8
Unclassified	6.7%	$7,756,008	4
Communication Services	5.9%	$6,834,415	4
Consumer Defensive	4.7%	$5,448,748	4
Industrials	4.5%	$5,219,339	5
Energy	1.1%	$1,219,083	4
Real Estate	0.4%	$462,044	2
Basic Materials	0.0%	$49,064	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
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
HD	Home Depot, Inc.	+12	4,478	$1,472,769
WFC	Wells Fargo & Company/Mn	+12	2,984	$237,556
JPM	Jpmorgan Chase & Co	+12	15,594	$4,587,131
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
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.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
XOM	Exxon Mobil Corp	1,696	$287,743
CVX	Chevron Corp	1,071	$221,589
NB	Niocorp Developments Ltd	11,001	$49,064
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $5,448,748 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,794	+17	$3,780,455	+16.1%	69.38%
WMT	Walmart Inc. Consumer Defensive	Held	9,097	0	$1,130,575	+11.6%	20.75%
PEP	Pepsico Inc Consumer Defensive	Added	1,850	+50	$287,286	+11.2%	5.27%
PSMT	Pricesmart Inc Consumer Defensive	Held	1,664	0	$250,432	+22.7%	4.60%