MondegarAI
IRONWOOD INVESTMENT MANAGEMENT LLC

Q3 2024 · 13F-HR

IRONWOOD INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2024-11-14 · accession 0001376474-24-000686

$205.3M
Reported value
174
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVanguard Total Stock Market ET$12.6M6.13%44,459CommonSOLE
464287465EFAMsci Eafe$9.0M4.40%108,118CommonSOLE
464287655IWMIshares Russell 2000$8.1M3.94%36,645CommonSOLE
398905109GPIGroup 1 Automotive$6.7M3.26%17,477CommonSOLE
453204109PIImpinj, Inc.$5.2M2.52%23,911CommonSOLE
358039105FRPTFreshpet Inc.$5.0M2.45%36,800CommonSOLE
86800U104SMCIUSDSuper Micro Computer, Inc$3.9M1.90%9,343CommonSOLE
464288679SHViShares Short Treasury Bond ET$3.4M1.68%31,096CommonSOLE
068463108BBSIBarrett Business Services Inc.$3.4M1.65%90,036CommonSOLE
464287689IWViShares Russell 3000 ETF$3.2M1.56%9,802CommonSOLE
23282W605CYTKCytokinetics Inc$3.1M1.53%59,545CommonSOLE
705573103PEGAPegasystems Inc$3.0M1.47%41,257CommonSOLE
042735100ARWArrow Electronics$3.0M1.45%22,445CommonSOLE
267475101DYDycom Industries Inc$2.9M1.41%14,706CommonSOLE
50060P106KOPKoppers Holdings Inc.$2.9M1.40%78,916CommonSOLE
922042858VWOVanguard FTSE Emerging Markets$2.8M1.34%57,582CommonSOLE
88023U101SGITempur Sealy International Inc$2.7M1.31%49,404CommonSOLE
172967424CCitigroup Inc New$2.6M1.29%42,323CommonSOLE
398433102GFFGriffon Corp$2.6M1.28%37,395CommonSOLE
71375U101PRFTUSDPerficient Inc$2.6M1.26%34,148CommonSOLE
670100205NVONovo-Nordisk A/S$2.3M1.14%19,736CommonSOLE
78463M107SPSCSPS Commerce$2.3M1.13%11,924CommonSOLE
315911693FSKAXFidelity Total Market Index Fu$2.1M1.03%13,301CommonSOLE
37045V100GMGeneral Mtrs Corp$2.1M1.02%46,500CommonSOLE
073685109BECNUSDBeacon Roofing Supply$2.1M1.01%24,102CommonSOLE
90278Q108UFPIUFP Industries$2.0M0.99%15,520CommonSOLE
98956A105ZETAZeta Global Holdings Corp.$2.0M0.99%67,796CommonSOLE
500255104KSSKohls$1.8M0.89%86,800CommonSOLE
55405W104MYRGMYR Group$1.8M0.89%17,887CommonSOLE
594918104MSFTMicrosoft Corp$1.7M0.85%4,061CommonSOLE
127055101CBTCabot Corp$1.7M0.85%15,528CommonSOLE
58155Q103MCKMckesson Corporation$1.7M0.84%3,490CommonSOLE
556269108SHOOSteven Madden Ltd$1.7M0.83%34,760CommonSOLE
969904101WSMWilliams Sonoma$1.7M0.83%10,957CommonSOLE
743315103PGRProgressive Corp Ohio$1.6M0.79%6,406CommonSOLE
98978V103ZTSZoetis Inc.$1.6M0.79%8,286CommonSOLE
30226D106EXTRExtreme Networks Inc.$1.6M0.78%106,959CommonSOLE
10806X102BBIOBridgeBio Pharma Inc.$1.6M0.78%62,819CommonSOLE
17275R102CSCOCisco Systems Inc$1.6M0.77%29,795CommonSOLE
942749102WTSWatts Water Tech Inc A Class A$1.6M0.76%7,561CommonSOLE
237266101DARDarling Ingredients, Inc.$1.5M0.75%41,660CommonSOLE
202608105CVGICommercial Vehicle Group$1.5M0.75%472,058CommonSOLE
004498101ACIWACI Worldwide, Inc$1.5M0.74%29,924CommonSOLE
589378108MRCYMercury Systems$1.5M0.73%40,694CommonSOLE
053015103ADPAuto Data Processing$1.5M0.73%5,394CommonSOLE
459200101IBMIntl Business Machines$1.4M0.70%6,525CommonSOLE
410867105THGHanover Insurance Group$1.4M0.69%9,618CommonSOLE
79466L302CRMSalesforce.com Inc$1.4M0.68%5,119CommonSOLE
077454106BDCBelden Inc$1.4M0.67%11,751CommonSOLE
78454L100SMSm Energy Company$1.4M0.67%34,190CommonSOLE
925815102VICRVicor Corp$1.4M0.66%32,339CommonSOLE
901109108TPCTutor Perini Corp$1.3M0.64%48,406CommonSOLE
68902V107OTISOtis Worldwide Corp$1.3M0.63%12,404CommonSOLE
879360105TDYTeledyne Tech Inc$1.2M0.61%2,854CommonSOLE
30049H102EVLVEvolv Technologies Holdings, I$1.2M0.60%304,212CommonSOLE
62886E108VYXNCR Voyix Corp.$1.2M0.60%90,420CommonSOLE
46436E718SGOViShares 0-3 Month Treasury Bon$1.2M0.58%11,905CommonSOLE
10482B101BHRBraemar Hotels Resorts$1.2M0.57%377,282CommonSOLE
87265H109T86TRI Pointe Group, Inc.$1.2M0.56%25,422CommonSOLE
19247G107COHRCoherent Corp$1.1M0.56%12,824CommonSOLE
717081103PFEPfizer Incorporated$1.1M0.55%38,890CommonSOLE
72346Q104Pinnacle Financial Partners, I$1.1M0.54%11,327CommonSOLE
63001N106NATLNCR Atleos Corp.$1.1M0.53%38,370CommonSOLE
311900104FASTFastenal Co Com$1.1M0.53%15,261CommonSOLE
24823R105DNLIDenali Therapeutics$1.1M0.52%36,584CommonSOLE
98980G102ZSZscaler Inc.$1.1M0.52%6,185CommonSOLE
235851102DHRDanaher$1.0M0.51%3,749CommonSOLE
651718504NPKINewpark Resources Inc$1.0M0.49%144,946CommonSOLE
171340102CHDChurch & Dwight Co Inc$992,2220.48%9,475CommonSOLE
067806109BUSDBarnes Group Inc$981,1550.48%24,280CommonSOLE
87305R109TTMITtm Technologies Inc$972,9070.47%53,310CommonSOLE
92826C839VVisa Cl A$961,5000.47%3,497CommonSOLE
316773100FITBFifth Third Bancorp Com$959,5300.47%22,398CommonSOLE
12740C103CADECadence Bank$949,6400.46%29,816CommonSOLE
02079K305GOOGLAlphabet Inc., Class A$919,1410.45%5,542CommonSOLE
579780206MKCMccormick & Co Inc Com Non Vtg$918,4680.45%11,160CommonSOLE
78409V104SPGIS&P Global Inc.$906,6680.44%1,755CommonSOLE
02361E108AMRCAmeresco, Inc.$894,3220.44%23,572CommonSOLE
351858105FNVFranco-Nevada$879,0690.43%7,075CommonSOLE
8676EP108STKLSunopta Inc F$837,8850.41%131,330CommonSOLE
46625H100JPMJpmorgan Chase & Co$833,7400.41%3,954CommonSOLE
680223104ORIOld Republic Intl Corp$821,1770.40%23,184CommonSOLE
035255108ANIKAnika Therapeutics, Inc.$717,7330.35%29,058CommonSOLE
74736K101QRVOQorvo Inc.$686,7380.33%6,648CommonSOLE
05156V102AUPHAurinia Pharmaceuticals$683,0170.33%93,181CommonSOLE
30050B101EVHEvolent Health, Inc.$682,8210.33%24,145CommonSOLE
45866F104ICEIntercontinental Exchange, Inc$666,8170.32%4,151CommonSOLE
896095106TCBKTriCo Bancshares$657,5350.32%15,417CommonSOLE
83200N103SMARGBPSmartsheet Inc Class A$633,9830.31%11,452CommonSOLE
502160104LXULSB Industries$629,1540.31%78,253CommonSOLE
008474108AEMAgnico Eagle Mines Ltd Com$628,7710.31%7,805CommonSOLE
880345103TNCTennant Co$624,8360.30%6,506CommonSOLE
131193104CALYTopgolf Callaway Brands$615,9120.30%56,094CommonSOLE
52470G841Legg Mason WA US TSY Res Inst$600,7920.29%600,792CommonSOLE
04316A108APAMArtisan Partners Asset MGMT$597,2960.29%13,788CommonSOLE
194014502ENOVEnovis Corporation$585,9100.29%13,610CommonSOLE
83570H108SONOSonos, Inc.$552,0910.27%44,922CommonSOLE
69374H881COWZPacer US Cash Cows 100 ETF$549,3850.27%9,500CommonSOLE
149123101CATCaterpillar Inc$547,5680.27%1,400CommonSOLE
45569U101INDIindie Semiconductor, Inc.$544,7270.27%136,523CommonSOLE
921943809VTMGXVanguard Developed Markets Ind$542,7600.26%31,984CommonSOLE
382550101GTGoodyear Tire & Rubber$521,2650.25%58,900CommonSOLE
713448108PEPPepsico Incorporated$517,8020.25%3,045CommonSOLE
146229109CRICarters Inc$514,0570.25%7,911CommonSOLE
563420108Manitex International$506,5310.25%89,970CommonSOLE
05990K106BANCBanc of California, Inc$503,5160.25%34,183CommonSOLE
369604301GEGeneral Electric Company$491,6340.24%2,607CommonSOLE
69374H857CALFPacer US Small Cap Cash Cows E$488,4600.24%10,500CommonSOLE
929328102WSFSWSFS Financial Corp$472,6770.23%9,270CommonSOLE
38141G104GSGoldman Sachs Group$464,9080.23%939CommonSOLE
962879102WPMWheaton Precious Metals Corp.$463,0470.23%7,581CommonSOLE
462726100I8RiRobot Corporation$429,7900.21%49,458CommonSOLE
037833100AAPLApple Computer$427,7880.21%1,836CommonSOLE
084680107BBTBerkshire Hills Bancorp$424,6590.21%15,769CommonSOLE
58933Y105MRKMerck & Co Inc New$416,8790.20%3,671CommonSOLE
30303M102METAMeta Platforms, Inc.$402,9980.20%704CommonSOLE
197236102COLBColumbia Banking Systems$402,9030.20%15,431CommonSOLE
40434L105HPQHP Inc.$398,3720.19%11,106CommonSOLE
37364X109GEOSGeospace Technologies$393,7270.19%38,078CommonSOLE
724479100PBIPitney Bowes Inc$374,9670.18%52,590CommonSOLE
G7709Q104RPRXRoyalty Pharma Plc Class A Sha$367,7700.18%13,000CommonSOLE
648018109ANWPXAmerican Funds New Perspective$357,3480.17%5,422CommonSOLE
46434G764EMXCiShares MSCI Emerging Markets$356,6990.17%5,837CommonSOLE
591520200MEIMethode Electronics Inc.$356,0130.17%29,767CommonSOLE
464287598IWDRussell 1000 Value Index Fund$354,3570.17%1,867CommonSOLE
00130H105AESA E S Corp$350,4880.17%17,472CommonSOLE
064058100BKBank Of Ny Mellon Cp New$348,3050.17%4,847CommonSOLE
464287614IWFIshares Russell 1000 Growth ET$340,0940.17%906CommonSOLE
20451N101CMPCompass Minerals International$337,8100.16%28,104CommonSOLE
141788109CARGCar Guru, Inc.$337,2070.16%11,229CommonSOLE
110122108BMYBristol-Myers Squibb Co$322,8060.16%6,239CommonSOLE
909214306UISUnisys Corp$314,8540.15%55,432CommonSOLE
343412102FLRFluor$284,7330.14%5,968CommonSOLE
097023105BABoeing Company$275,0400.13%1,809CommonSOLE
911163103UNFIUnited Natural Foods$259,0280.13%15,400CommonSOLE
808524706SCHESchwab Emerging Mrkets Equity$243,6240.12%8,349CommonSOLE
665531307NOGNorthern Oil and Gas, Inc.$238,6630.12%6,740CommonSOLE
G29183103ETNEaton Corporation$237,3110.12%716CommonSOLE
816212302RNACCartesian Therapeutics, Inc.$235,8520.11%14,631CommonSOLE
060505104BACBank Of America Corp$231,6920.11%5,839CommonSOLE
02128L106ALTGAlta Equipment Group Inc.$230,8790.11%34,255CommonSOLE
266605500DC8ADurect Corp$230,7980.11%172,237CommonSOLE
971592327Westgold Resources Ltd.$227,7290.11%122,944CommonSOLE
254687106DISDisney (walt)$226,7200.11%2,357CommonSOLE
M6372Q113KRNTKornit Digital Ltd.$224,1700.11%8,677CommonSOLE
68389X105ORCLOracle Corporation$214,8740.10%1,261CommonSOLE
42824C109HPEHewlett Packard Enterprise Co.$211,8840.10%10,356CommonSOLE
883556102TMOThermo Fisher Scientific$205,9840.10%333CommonSOLE
92338C103VLTOVeralto Corp.$204,7040.10%1,830CommonSOLE
48242W106KBRKBR, Inc.$200,2100.10%3,074CommonSOLE
05368V106AVNTAvient Corp$200,0220.10%3,975CommonSOLE
205826209CMTLComtech Telecommunications$186,1470.09%38,700CommonSOLE
66611T108NFBKNorthfield Bancorp$176,7840.09%15,240CommonSOLE
05614L209BWBabcock & Wilcox Enterprises,$176,2400.09%86,392CommonSOLE
845467109SWN1EURSouthwestern Energy Co$167,6180.08%23,575CommonSOLE
032332504ASYSAmtech Systems, Inc.$165,9030.08%28,604CommonSOLE
00081T108ACCOAcco Brands Corp$152,2850.07%27,840CommonSOLE
92025Y103VALNValneva SE ADR$151,1330.07%25,022CommonSOLE
26443V101DLTHDuluth Holdings Inc$145,3580.07%38,659CommonSOLE
89854H102TTECTTEC Holdings Inc$144,7660.07%24,662CommonSOLE
483497103KALVKalVista Pharmaceuticals$133,0310.06%11,488CommonSOLE
57142B104MQMarqeta, Inc.$128,9530.06%26,210CommonSOLE
443628102HBMHudbay Minerals$117,2740.06%12,761CommonSOLE
61747C582MSILF Treasury Port Inst.$98,9610.05%98,961CommonSOLE
39868T1052JQGritstone bio, Inc.$90,5050.04%156,070CommonSOLE
775781206RYCEYRolls Royce ADR$71,8070.03%10,171CommonSOLE
868168105SSUPSuperior Industries Internatio$65,3420.03%21,494CommonSOLE
848577102SAVEEURSpirit Airlines Inc.$61,8020.03%25,751CommonSOLE
762544104RBBNRibbon Communications$61,5060.03%18,925CommonSOLE
81750R102MCRB1EURSeres Therapeutics$43,1580.02%45,617CommonSOLE
162828206Checkpoint Therapeutics$29,0860.01%12,985CommonSOLE
49372L100Kezar Life Sciences Inc.$21,9750.01%28,421CommonSOLE
22989Q101Culico Metals, Inc. F Class$1,0810.00%14,612CommonSOLE
816212112Cartesian Therapeutics CVR$0173,995CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.