1y return+35.9%S&P 500 +20.9%
3y return+62.3%S&P 500 +68.5%
5y return+49.9%S&P 500 +74.5%
10y return+214.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $314 against $357 in the S&P 500.2
Ironwood Investment Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Total Stock Market ET | $20.9M | 7.2% | +4.3% |
| EFAMsci Eafe | $13.7M | 4.7% | +5.0% |
| VICRVicor Corp | $9.7M | 3.3% | −17.4% |
| MYRGMYR Group | $8.9M | 3.1% | |
| SHViShares Short Treasury Bond ET | $7.5M | 2.6% | +4.9% |
| DYDycom Industries Inc | $7.1M | 2.5% | |
| TTMITtm Technologies Inc | $6.0M | 2.1% | |
| EXTRExtreme Networks Inc. | $5.2M | 1.8% | |
| IWViShares Russell 3000 ETF | $5.2M | 1.8% | +7.7% |
| CYTKCytokinetics Inc | $4.8M | 1.7% | |
| CCitigroup Inc New | $4.7M | 1.6% | −5.9% |
| BBIOBridgeBio Pharma Inc. | $4.6M | 1.6% | |
| MRCYMercury Systems | $4.5M | 1.5% | −3.2% |
| VWOVanguard FTSE Emerging Markets | $4.3M | 1.5% | +5.8% |
| GPIGroup 1 Automotive | $4.3M | 1.5% | |
| ARWArrow Electronics | $4.1M | 1.4% | |
| SGISomnigroup International Inc. | $3.7M | 1.3% | |
| ASML Holding N.V.CUSIP N07059210 | $3.7M | 1.3% | −6.4% |
| COHRCoherent Corp | $3.6M | 1.2% | −25.6% |
| GFFGriffon Corp | $3.4M | 1.2% | |
| TPCTutor Perini Corp | $3.3M | 1.2% | |
| PIImpinj, Inc. | $3.3M | 1.2% | +2.4% |
| GMGeneral Mtrs Corp | $3.3M | 1.1% | |
| SMCISuper Micro Computer, Inc. | $3.2M | 1.1% | +4.1% |
| CVGICommercial Vehicle Group | $3.1M | 1.1% | +6.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TTMITtm Technologies Inc | June 30, 2020 | +1476.9% | $6.0M |
| MYRGMYR Group | June 30, 2020 | +1468.2% | $8.9M |
| DYDycom Industries Inc | June 30, 2020 | +1136.4% | $7.1M |
| COHRCoherent Corp | September 30, 2022 | +1031.9% | $3.6M |
| EXTRExtreme Networks Inc. | June 30, 2020 | +645.8% | $5.2M |
| NPKINPK International, Inc. | June 30, 2020 | +613.5% | $2.2M |
| TPCTutor Perini Corp | June 30, 2020 | +581.2% | $3.3M |
| WSMWilliams Sonoma | June 30, 2020 | +468.5% | $2.5M |
| VICRVicor Corp | June 30, 2020 | +427.8% | $9.7M |
| GFFGriffon Corp | June 30, 2020 | +426.6% | $3.4M |
Sold off last quarter
- TRI Pointe Group, Inc.CUSIP 87265H109 was $1.1M
- ICEIntercontinental Exchange, Inc was $920K
- STKLSunopta Inc F was $799K
- KalVista PharmaceuticalsCUSIP 483497103 was $336K
- WDCWestern Digital Corp was $335K
- NOGNorthern Oil and Gas, Inc. was $272K
- SNDKSandisk Corporation was $262K
- EXEExpand Energy Corp. was $224K
- TGTTarget was $217K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +21.2% | +14.8% |
| March 31, 2026 | −0.5% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +10.4% | +7.8% |
| June 30, 2025 | +12.6% | +10.5% |
| March 31, 2025 | −8.4% | −4.6% |
| December 31, 2024 | −1.3% | +2.1% |
| September 30, 2024 | +6.6% | +5.4% |
| June 30, 2024 | −2.9% | +4.0% |
| March 31, 2024 | +4.5% | +10.0% |
| December 31, 2023 | +14.5% | +11.2% |
| September 30, 2023 | −5.4% | −3.6% |
| June 30, 2023 | +8.3% | +8.3% |
| March 31, 2023 | +6.7% | +7.0% |
| December 31, 2022 | +10.1% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −17.2% | −16.5% |
| March 31, 2022 | −8.7% | −4.9% |
| December 31, 2021 | +2.5% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ironwood Investment Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1127761&type=13F-HR&dateb=&owner=include&count=40CIK 1127761
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1127761/000137647426000566/Filed August 14, 2026 · accession 0001376474-26-000566