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IRONWOOD INVESTMENT MANAGEMENT LLC
hedge fundUpdated 27 days agoManaged by Ironwood Investment Management Llc • Latest filing Q2 2026
Portfolio value
$289.2M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
30.8%
Weight of largest holdings
Annualized return
20.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $160M |
| Q2 2023 | $173.6M |
| Q3 2023 | $163.8M |
| Q4 2023 | $190.3M |
| Q1 2024 | $204.9M |
| Q2 2024 | $187M |
| Q3 2024 | $205.3M |
| Q4 2024 | $200.8M |
| Q1 2025 | $183.4M |
| Q2 2025 | $205.5M |
| Q3 2025 | $229.3M |
| Q4 2025 | $237.8M |
| Q1 2026 | $239.8M |
| Q2 2026 | $289.2M |
Top holdings
177 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES Vanguard Total Stock Market ET | $20.9M | 56.5K | 7.23% | Added(+4.3%) |
| 2 | E ETHA Msci Eafe | $13.7M | 131.8K | 4.73% | Added(+5.0%) |
| 3 | V VICR Vicor Corp | $9.7M | 25.5K | 3.35% | Trimmed(-17.4%) |
| 4 | M MYRG MYR Group | $8.9M | 17.7K | 3.06% | Added(+0.0%) |
| 5 | E ETHA iShares Short Treasury Bond ET | $7.5M | 67.8K | 2.59% | Added(+4.9%) |
| 6 | D DY Dycom Industries Inc | $7.1M | 14.1K | 2.47% | Trimmed(-0.5%) |
| 7 | T TTMI Ttm Technologies Inc | $6M | 32.3K | 2.09% | Trimmed(-0.9%) |
| 8 | E EXTR Extreme Networks Inc. | $5.2M | 161.9K | 1.81% | Added(+0.3%) |
| 9 | E ETHA iShares Russell 3000 ETF | $5.2M | 12.2K | 1.79% | Added(+7.7%) |
| 10 | C CYTK Cytokinetics Inc | $4.8M | 56.6K | 1.67% | Trimmed(-0.3%) |
| 11 | C C-PR Citigroup Inc New | $4.7M | 33.5K | 1.62% | Trimmed(-5.9%) |
| 12 | B BBIO BridgeBio Pharma Inc. | $4.6M | 61.2K | 1.58% | Added(+0.3%) |
| 13 | M MRCY Mercury Systems | $4.5M | 36.5K | 1.54% | Trimmed(-3.2%) |
| 14 | V VGES Vanguard FTSE Emerging Markets | $4.3M | 72.6K | 1.50% | Added(+5.8%) |
| 15 | G GPI Group 1 Automotive | $4.3M | 14.6K | 1.47% | Unchanged |
| 16 | A ARW Arrow Electronics | $4.1M | 19.3K | 1.42% | Unchanged |
| 17 | S SGI Somnigroup International Inc. | $3.7M | 47.1K | 1.28% | Added(+0.3%) |
| 18 | A ASMLF ASML Holding N.V. | $3.7M | 1.8K | 1.27% | Trimmed(-6.4%) |
| 19 | C COHR Coherent Corp | $3.6M | 9.1K | 1.24% | Trimmed(-25.6%) |
| 20 | G GFF Griffon Corp | $3.4M | 34.6K | 1.17% | Unchanged |