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Matthew Carter

Ironwood Investment Counsel, Llc

Assets Managed
$694.151M
Holdings
263
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-3.06%(2Q avg: 0.67%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ironwood Investment Counsel, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 263 positions.

Assets under management

The assets under management (AUM) of Ironwood Investment Counsel, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 694.151M in assets, with a quarterly growth rate of -3.06% and a 2-quarter average growth rate of 0.67%. The portfolio is managed by Matthew Carter, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.88%
4.45%
$30.871M
121,640 shares@ $253.8 avg price
FNDA
Schwab Fndmntl Us Sm Co Etf
Recent Activity
Decreased -4.85%
4.4%
$30.495M
940,337 shares@ $32.44 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.84%
4.38%
$30.347M
81,981 shares@ $370.18 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -4.61%
2.68%
$18.58M
64,612 shares@ $287.57 avg price
AKRE
Akre Focus Etf
Recent Activity
Increased 1.34%
2.66%
$18.431M
348,740 shares@ $52.86 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -1.56%
2.23%
$15.418M
63,074 shares@ $244.45 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2%
2.19%
$15.153M
72,754 shares@ $208.28 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 6.22%
2.1%
$14.524M
521,499 shares@ $27.86 avg price
ur-9⤦
Berkshire Hathaway Cl B
Recent Activity
Increased 1.58%
1.74%
$12.05M
25,145 shares@ $479.22 avg price
SCHW
Schwab (charles) Corp
Recent Activity
Decreased -0.87%
1.72%
$11.898M
126,598 shares@ $93.99 avg price

1-10 of 263