MondegarAI
IRONWOOD INVESTMENT MANAGEMENT LLC

Q1 2025 · 13F-HR

IRONWOOD INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2025-05-15 · accession 0001376474-25-000466

$183.4M
Reported value
163
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVanguard Total Stock Market ET$12.3M6.71%44,742CommonSOLE
464287465EFAMsci Eafe$8.8M4.81%107,981CommonSOLE
464287655IWMIshares Russell 2000$7.0M3.80%34,938CommonSOLE
398905109GPIGroup 1 Automotive$5.6M3.06%14,677CommonSOLE
464288679SHViShares Short Treasury Bond ET$3.8M2.06%34,178CommonSOLE
86800U302SMCISuper Micro Computer, Inc.$3.5M1.93%103,311CommonSOLE
464287689IWViShares Russell 3000 ETF$3.1M1.70%9,793CommonSOLE
068463108BBSIBarrett Business Services Inc.$3.1M1.69%75,467CommonSOLE
358039105FRPTFreshpet Inc.$3.1M1.68%37,101CommonSOLE
172967424CCitigroup Inc New$3.0M1.64%42,323CommonSOLE
88023U101SGISomnigroup International Inc.$3.0M1.62%49,575CommonSOLE
705573103PEGAPegasystems Inc$2.9M1.56%41,230CommonSOLE
073685109BECNUSDBeacon Roofing Supply$2.9M1.55%23,046CommonSOLE
922042858VWOVanguard FTSE Emerging Markets$2.6M1.42%57,508CommonSOLE
398433102GFFGriffon Corp$2.6M1.42%36,395CommonSOLE
50060P106KOPKoppers Holdings Inc.$2.4M1.31%85,916CommonSOLE
23282W605CYTKCytokinetics Inc$2.4M1.31%59,841CommonSOLE
042735100ARWArrow Electronics$2.4M1.30%22,995CommonSOLE
58155Q103MCKMckesson Corporation$2.3M1.28%3,490CommonSOLE
267475101DYDycom Industries Inc$2.3M1.23%14,815CommonSOLE
37045V100GMGeneral Mtrs Corp$2.2M1.22%47,500CommonSOLE
10806X102BBIOBridgeBio Pharma Inc.$2.2M1.22%64,502CommonSOLE
453204109PIImpinj, Inc.$2.2M1.18%23,799CommonSOLE
55405W104MYRGMYR Group$2.1M1.14%18,475CommonSOLE
315911693FSKAXFidelity Total Market Index Fu$2.0M1.07%12,821CommonSOLE
17275R102CSCOCisco Systems Inc$1.8M1.00%29,796CommonSOLE
969904101WSMWilliams Sonoma$1.8M0.98%11,417CommonSOLE
589378108MRCYMercury Systems$1.8M0.96%40,864CommonSOLE
743315103PGRProgressive Corp Ohio$1.7M0.92%5,989CommonSOLE
410867105THGHanover Insurance Group$1.7M0.92%9,677CommonSOLE
90278Q108UFPIUFP Industries$1.7M0.91%15,613CommonSOLE
053015103ADPAuto Data Processing$1.7M0.90%5,423CommonSOLE
004498101ACIWACI Worldwide, Inc$1.6M0.90%30,088CommonSOLE
382550101GTGoodyear Tire & Rubber$1.6M0.89%177,000CommonSOLE
459200101IBMIntl Business Machines$1.6M0.88%6,525CommonSOLE
78463M107SPSCSPS Commerce$1.6M0.87%12,036CommonSOLE
942749102WTSWatts Water Tech Inc A Class A$1.6M0.85%7,629CommonSOLE
594918104MSFTMicrosoft Corp$1.5M0.83%4,075CommonSOLE
925815102VICRVicor Corp$1.5M0.83%32,523CommonSOLE
98978V103ZTSZoetis Inc.$1.4M0.78%8,738CommonSOLE
879360105TDYTeledyne Tech Inc$1.4M0.78%2,870CommonSOLE
30226D106EXTRExtreme Networks Inc.$1.4M0.78%107,431CommonSOLE
670100205NVONovo-Nordisk A/S$1.4M0.75%19,861CommonSOLE
237266101DARDarling Ingredients, Inc.$1.4M0.75%44,020CommonSOLE
79466L302CRMSalesforce.com Inc$1.4M0.75%5,109CommonSOLE
717081103PFEPfizer Incorporated$1.3M0.71%51,390CommonSOLE
127055101CBTCabot Corp$1.3M0.71%15,593CommonSOLE
68902V107OTISOtis Worldwide Corp$1.3M0.70%12,471CommonSOLE
98980G102ZSZscaler Inc.$1.2M0.67%6,226CommonSOLE
92826C839VVisa Cl A$1.2M0.67%3,510CommonSOLE
72346Q104Pinnacle Financial Partners, I$1.2M0.66%11,327CommonSOLE
46436E718SGOViShares 0-3 Month Treasury Bon$1.2M0.65%11,905CommonSOLE
351858105FNVFranco-Nevada$1.2M0.65%7,567CommonSOLE
311900104FASTFastenal Co Com$1.2M0.65%15,348CommonSOLE
077454106BDCBelden Inc$1.2M0.64%11,751CommonSOLE
901109108TPCTutor Perini Corp$1.1M0.62%48,654CommonSOLE
171340102CHDChurch & Dwight Co Inc$1.0M0.57%9,526CommonSOLE
78454L100SMSm Energy Company$1.0M0.56%34,190CommonSOLE
10482B101BHRBraemar Hotels Resorts$1.0M0.55%402,444CommonSOLE
579780206MKCMccormick & Co Inc Com Non Vtg$985,9910.54%11,979CommonSOLE
63001N106NATLNCR Atleos Corp.$968,6740.53%36,720CommonSOLE
30049H102EVLVEvolv Technologies Holdings, I$964,4700.53%309,125CommonSOLE
05156V102AUPHAurinia Pharmaceuticals$945,8580.52%117,644CommonSOLE
98956A105ZETAZeta Global Holdings Corp.$927,1790.51%68,376CommonSOLE
556269108SHOOSteven Madden Ltd$919,5600.50%34,518CommonSOLE
680223104ORIOld Republic Intl Corp$918,9250.50%23,430CommonSOLE
12740C103CADECadence Bank$910,4960.50%29,990CommonSOLE
78409V104SPGIS&P Global Inc.$897,3050.49%1,766CommonSOLE
62886E108VYXNCR Voyix Corp.$881,5950.48%90,420CommonSOLE
316773100FITBFifth Third Bancorp Com$878,0020.48%22,398CommonSOLE
500255104KSSKohls$865,4440.47%105,800CommonSOLE
02079K305GOOGLAlphabet Inc., Class A$861,4990.47%5,571CommonSOLE
008474108AEMAgnico Eagle Mines Ltd Com$850,8020.46%7,848CommonSOLE
19247G107COHRCoherent Corp$836,6870.46%12,884CommonSOLE
45866F104ICEIntercontinental Exchange, Inc$823,6870.45%4,775CommonSOLE
87265H109T86TRI Pointe Group, Inc.$814,4070.44%25,514CommonSOLE
651718504NPKINewpark Resources Inc$809,1760.44%139,273CommonSOLE
46625H100JPMJpmorgan Chase & Co$773,6760.42%3,154CommonSOLE
235851102DHRDanaher$773,2600.42%3,772CommonSOLE
046433108ATROAstronics Corporation$758,5030.41%31,382CommonSOLE
525327102LDOSLeidos Holdings, Inc.$735,4230.40%5,450CommonSOLE
87305R109TTMITtm Technologies Inc$729,0890.40%35,548CommonSOLE
24823R105DNLIDenali Therapeutics$670,3010.37%49,305CommonSOLE
084680107BBTBerkshire Hills Bancorp$670,0690.37%25,683CommonSOLE
M7S64L123PGYPagaya Technologies Ltd.$625,3840.34%59,674CommonSOLE
896095106TCBKTriCo Bancshares$622,7330.34%15,580CommonSOLE
202608105CVGICommercial Vehicle Group$614,7210.34%534,540CommonSOLE
8676EP108STKLSunopta Inc F$611,2230.33%125,766CommonSOLE
962879102WPMWheaton Precious Metals Corp.$591,3850.32%7,618CommonSOLE
194014502ENOVEnovis Corporation$569,4430.31%14,903CommonSOLE
04316A108APAMArtisan Partners Asset MGMT$545,6400.30%13,955CommonSOLE
921943809VTMGXVanguard Developed Markets Ind$532,8580.29%32,611CommonSOLE
880345103TNCTennant Co$528,0250.29%6,621CommonSOLE
369604301GEGeneral Electric Company$521,7970.28%2,607CommonSOLE
38141G104GSGoldman Sachs Group$512,9660.28%939CommonSOLE
502160104LXULSB Industries$505,4730.28%76,703CommonSOLE
05990K106BANCBanc of California, Inc$487,5540.27%34,359CommonSOLE
74736K101QRVOQorvo Inc.$481,3820.26%6,648CommonSOLE
929328102WSFSWSFS Financial Corp$480,8350.26%9,270CommonSOLE
724479100PBIPitney Bowes Inc$475,9390.26%52,590CommonSOLE
149123101CATCaterpillar Inc$461,7200.25%1,400CommonSOLE
713448108PEPPepsico Incorporated$456,5670.25%3,045CommonSOLE
83570H108SONOSonos, Inc.$445,6330.24%41,765CommonSOLE
30050B101EVHEvolent Health, Inc.$441,5770.24%46,629CommonSOLE
911163103UNFIUnited Natural Foods$425,6130.23%15,539CommonSOLE
85209W109SPTSprout Social, Inc.$418,4700.23%19,030CommonSOLE
45569U101INDIindie Semiconductor, Inc.$412,4350.22%202,671CommonSOLE
037833100AAPLApple Computer$407,8310.22%1,836CommonSOLE
064058100BKBank Of Ny Mellon Cp New$406,5180.22%4,847CommonSOLE
30303M102METAMeta Platforms, Inc.$405,7570.22%704CommonSOLE
G7709Q104RPRXRoyalty Pharma Plc Class A Sha$404,6900.22%13,000CommonSOLE
035255108ANIKAnika Therapeutics, Inc.$403,5550.22%26,850CommonSOLE
197236102COLBColumbia Banking Systems$386,8190.21%15,510CommonSOLE
22410J106CBRLCracker Barrel$382,3770.21%9,850CommonSOLE
110122108BMYBristol-Myers Squibb Co$380,5170.21%6,239CommonSOLE
131193104CALYTopgolf Callaway Brands$360,5920.20%54,718CommonSOLE
464287598IWDRussell 1000 Value Index Fund$351,2950.19%1,867CommonSOLE
648018109ANWPXAmerican Funds New Perspective$345,1160.19%5,667CommonSOLE
58933Y105MRKMerck & Co Inc New$329,5090.18%3,671CommonSOLE
141788109CARGCar Guru, Inc.$329,2560.18%11,303CommonSOLE
464287614IWFIshares Russell 1000 Growth ET$327,1480.18%906CommonSOLE
146229109CRICarters Inc$322,9460.18%7,896CommonSOLE
46434G764EMXCiShares MSCI Emerging Markets$321,3400.18%5,833CommonSOLE
87612E106TGTTarget$312,0360.17%2,990CommonSOLE
097023105BABoeing Company$307,6720.17%1,804CommonSOLE
40434L105HPQHP Inc.$307,5250.17%11,106CommonSOLE
20451N101CMPCompass Minerals International$257,7600.14%27,746CommonSOLE
02361E108AMRCAmeresco, Inc.$257,2800.14%21,298CommonSOLE
909214306UISUnisys Corp$254,4330.14%55,432CommonSOLE
52470G841Legg Mason WA US TSY Res Inst$253,1250.14%253,125CommonSOLE
37364X109GEOSGeospace Technologies$252,9560.14%35,084CommonSOLE
060505104BACBank Of America Corp$239,4880.13%5,739CommonSOLE
808524706SCHESchwab Emerging Mrkets Equity$230,1820.13%8,349CommonSOLE
254687106DISDisney (walt)$229,9710.13%2,330CommonSOLE
165167735EXEExpand Energy Corp.$227,3150.12%2,042CommonSOLE
00BLP1HW5Aon plc Class A$221,4950.12%555CommonSOLE
971592327Westgold Resources Ltd.$220,6350.12%122,944CommonSOLE
00130H105AESA E S Corp$215,2140.12%17,328CommonSOLE
343412102FLRFluor$213,7740.12%5,968CommonSOLE
443628102HBMHudbay Minerals$209,3400.11%27,581CommonSOLE
665531307NOGNorthern Oil and Gas, Inc.$203,7500.11%6,740CommonSOLE
410120109HWCHancock Whitney Corp$202,1950.11%3,855CommonSOLE
591520200MEIMethode Electronics Inc.$181,2490.10%28,409CommonSOLE
66611T108NFBKNorthfield Bancorp$168,5380.09%15,448CommonSOLE
92025Y103VALNValneva SE ADR$167,8980.09%25,022CommonSOLE
02128L106ALTGAlta Equipment Group Inc.$160,6560.09%34,255CommonSOLE
42824C109HPEHewlett Packard Enterprise Co.$159,7930.09%10,356CommonSOLE
462726100I8RiRobot Corporation$144,5440.08%53,535CommonSOLE
483497103KALVKalVista Pharmaceuticals$132,5720.07%11,488CommonSOLE
266605500DC8ADurect Corp$131,4750.07%163,934CommonSOLE
032332504ASYSAmtech Systems, Inc.$126,9860.07%26,291CommonSOLE
00081T108ACCOAcco Brands Corp$105,1770.06%25,102CommonSOLE
775781206RYCEYRolls Royce ADR$99,7780.05%10,171CommonSOLE
57142B104MQMarqeta, Inc.$99,4570.05%24,140CommonSOLE
89854H102TTECTTEC Holdings Inc$82,1810.04%24,979CommonSOLE
762544104RBBNRibbon Communications$75,3350.04%19,218CommonSOLE
030371108AVDAmerican Vanguard Corp$66,7610.04%15,173CommonSOLE
26443V101DLTHDuluth Holdings Inc$60,6700.03%34,868CommonSOLE
05614L209BWBabcock & Wilcox Enterprises,$54,6140.03%81,223CommonSOLE
868168105SSUPSuperior Industries Internatio$45,7820.02%21,494CommonSOLE
61747C582MSILF Treasury Port Inst.$28,0640.02%28,064CommonSOLE
81750R102MCRB1EURSeres Therapeutics$25,5490.01%36,494CommonSOLE
816212112Cartesian Therapeutics CVR$0173,645CommonSOLE

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.